SJW Group Ownership | Who Owns SJW Group?
SJW Group Ownership Summary
SJW Group is owned by 77.48% institutional investors, 8.47% insiders, and 14.06% retail investors. Blackrock is the largest institutional shareholder, holding 17.54% of SJW shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.71% of its assets in SJW Group shares.
SJW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SJW Group | 77.48% | 8.47% | 14.06% |
| Sector | Utilities Stocks | 60.46% | 6.54% | 33.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.63M | 17.54% | $305.12M |
| Vanguard group | 2.46M | 7.68% | $133.59M |
| State street | 1.65M | 5.14% | $89.41M |
| Nuance investments | 1.57M | 4.88% | $84.88M |
| Cerity partners | 1.46M | 4.54% | $78.92M |
| Amundi | 1.20M | 3.74% | $64.76M |
| Invesco | 764.03K | 2.38% | $41.43M |
| Geode capital management | 709.12K | 2.21% | $38.46M |
| Dimensional fund advisors lp | 704.86K | 2.20% | $38.22M |
| Morgan stanley | 518.30K | 1.62% | $28.10M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Patrizia pty | 94.21K | 8.04% | $5.11M |
| Nuance investments | 1.57M | 2.59% | $84.88M |
| Clean yield group | 120.95K | 2.45% | $6.56M |
| Keynote financial services | 29.75K | 1.35% | $1.61M |
| Iq eq fund management (ireland) | 64.36K | 0.40% | $3.49M |
| Atom investors lp | 50.43K | 0.27% | $2.73M |
| Chatham capital group | 26.55K | 0.25% | $1.44M |
| Thematics asset management | 96.25K | 0.21% | $5.22M |
| Cerity partners | 1.46M | 0.21% | $78.92M |
| Clear harbor asset management | 29.75K | 0.14% | $1.61M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nuance investments | 1.57M | 2.59% | 233.60K |
| Nuveen asset management | 323.54K | 0.01% | 161.64K |
| Norges bank | 122.45K | 0.00% | 122.45K |
| Millennium management | 113.78K | 0.00% | 109.39K |
| Amundi | 1.20M | 0.02% | 104.67K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | - | - | -448.97K |
| Jpmorgan chase | 80.20K | 0.00% | -157.28K |
| State street | 1.65M | 0.00% | -123.94K |
| Cerity partners | 1.46M | 0.21% | -104.13K |
| Cramer rosenthal mcglynn | - | - | -97.42K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 122.45K | 0.00% | 122.45K | $6.64M |
| Tudor investment corp et al | 78.39K | 0.02% | 78.39K | $4.25M |
| Atom investors lp | 50.43K | 0.27% | 50.43K | $2.73M |
| D. e. shaw | 29.05K | 0.00% | 29.05K | $1.58M |
| Susquehanna fundamental investments | 22.53K | 0.03% | 22.53K | $1.22M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Nelson, van denburg & campbell wealth management group | -6.00 |
| Covestor | -10.00 |
| Concourse financial group securities | -11.00 |
| Valley national advisers | -40.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 248 | 7.83% | 25,487,303 | 2.46% | 77 | 1.31% | 125 | - | 85 | 14.86% |
| Jun 30, 2024 | 227 | -0.44% | 24,813,526 | 0.82% | 77 | 1.31% | 124 | 9.73% | 73 | -15.12% |
| Mar 31, 2024 | 228 | -0.87% | 24,612,118 | 0.42% | 76 | 1.31% | 113 | 2.73% | 86 | - |
| Dec 31, 2023 | 230 | 4.55% | 24,508,545 | 0.99% | 76 | 1.32% | 110 | -13.39% | 86 | 38.71% |
| Sep 30, 2023 | 220 | 0.46% | 24,267,285 | -3.66% | 76 | 1.19% | 127 | 5.83% | 62 | -1.59% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.90M | 5.71% | 1.92K |
| Vanguard Total Stock Mkt Idx Inv | 887.31K | 2.67% | -11.19K |
| Nuance Mid Cap Value Separate Account | 834.03K | 2.55% | -310.89K |
| iShares Russell 2000 ETF | 819.80K | 2.47% | -1.85K |
| First Trust Value Line® Dividend ETF | 764.52K | 2.30% | -356.00 |
| Nuance Mid Cap Value Institutional | 630.71K | 1.93% | -73.54K |
| Vanguard Institutional Extnd Mkt Idx Tr | 457.03K | 1.37% | -1.37K |
| iShares Global Water ETF USD Dist | 452.93K | 1.36% | - |
| KBI Water A GBP | 433.22K | 1.30% | 99.64K |
| First Trust Water ETF | 395.92K | 1.19% | 1.14K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 22, 2024 | Hauk Bruce A | Chief Operating Officer | Sell | $6.64K |
| May 07, 2024 | Patla Craig J | President of CTWS | Sell | $77.87K |
| May 03, 2023 | Guardino Carl | - | Sell | $59.08K |
| Mar 27, 2023 | Patla Craig J | President of CTWS | Sell | $55.17K |
| Mar 02, 2020 | Gere Andrew | President and COO | Buy | $1.97K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
SJW Ownership FAQ
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