SJW Group Ownership 2024 | Who Owns SJW Group Now?
Institutional Ownership
76.93%
Insider Ownership
8.59%
Retail Ownership
14.48%
Institutional Holders
211.00
SJW Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 17.54% | 0.01% | 5,627,420 | -35,670 | -0.63% | 305,118,704 | Jun 30, 2024 |
| VANGUARD GROUP INC | 7.68% | 0.00% | 2,463,816 | -4,529 | -0.18% | 133,588,103 | Jun 30, 2024 |
| STATE STREET CORP | 5.14% | 0.00% | 1,649,039 | -123,939 | -6.99% | 89,410,895,000 | Jun 30, 2024 |
| NUANCE INVESTMENTS, LLC | 4.88% | 2.59% | 1,565,428 | 233,601 | 17.54% | 84,877,491 | Jun 30, 2024 |
| CERITY PARTNERS LLC | 4.54% | 0.21% | 1,455,641 | -104,128 | -6.68% | 78,924,857 | Jun 30, 2024 |
| AMUNDI | 3.74% | 0.02% | 1,198,588 | 104,670 | 9.57% | 64,764,555 | Jun 30, 2024 |
| INVESCO LTD. | 2.38% | 0.01% | 764,030 | -51,624 | -6.33% | 41,425,707 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.21% | 0.00% | 709,120 | 37,870 | 5.64% | 38,456,308 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.20% | 0.01% | 704,855 | -817 | -0.12% | 38,216,521 | Jun 30, 2024 |
| MORGAN STANLEY | 1.62% | 0.00% | 518,303 | 75,296 | 17.00% | 28,102,493 | Jun 30, 2024 |
| KBC GROUP NV | 1.48% | 0.08% | 474,307 | - | - | 25,717,000 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 1.33% | 0.02% | 427,076 | 50,839 | 13.51% | 23,156,060 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.19% | 0.00% | 383,260 | 7,891 | 2.10% | 20,780,356,000 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.19% | 0.00% | 382,895 | -1,384 | -0.36% | 20,760,567 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.09% | 0.00% | 349,321 | 18,008 | 5.44% | 18,940,185 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.06% | 0.00% | 339,990 | 4,357 | 1.30% | 18,434,277 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.01% | 0.01% | 323,540 | 161,636 | 99.83% | 17,542,339 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.84% | 0.02% | 270,247 | 2,380 | 0.89% | 14,652,792 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.59% | 0.01% | 190,719 | -37,704 | -16.51% | 10,340,784 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.51% | 0.02% | 164,099 | 34,607 | 26.73% | 8,897,448 | Jun 30, 2024 |
SJW Group's largest institutional shareholder is BLACKROCK INC., holding 17.54% of the company's total share outstanding, currently valued at $305.12M. The top 10 institutional shareholders own together 51.93% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PATRIZIA PTY LTD | 0.29% | 8.04% | 94,211 | - | - | 5,108,120 | Jun 30, 2024 |
| NUANCE INVESTMENTS, LLC | 4.88% | 2.59% | 1,565,428 | 233,601 | 17.54% | 84,877,491 | Jun 30, 2024 |
| CLEAN YIELD GROUP | 0.38% | 2.45% | 120,949 | 5,460 | 4.73% | 6,557,855 | Jun 30, 2024 |
| KEYNOTE FINANCIAL SERVICES LLC | 0.09% | 1.35% | 29,745 | 2,264 | 8.24% | 1,612,774 | Jun 30, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 0.20% | 0.40% | 64,359 | 38,044 | 144.57% | 3,489,545 | Jun 30, 2024 |
| FIRST NATIONAL CORP /MA/ /ADV | 0.09% | 0.37% | 28,349 | 3,574 | 14.43% | 1,537,094 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.16% | 0.27% | 50,432 | 50,432 | 100.00% | 2,734,423 | Jun 30, 2024 |
| CHATHAM CAPITAL GROUP, INC. | 0.08% | 0.25% | 26,552 | 320 | 1.22% | 1,439,649 | Jun 30, 2024 |
| THEMATICS ASSET MANAGEMENT | 0.30% | 0.21% | 96,246 | - | - | 5,218,458 | Jun 30, 2024 |
| CERITY PARTNERS LLC | 4.54% | 0.21% | 1,455,641 | -104,128 | -6.68% | 78,924,857 | Jun 30, 2024 |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 0.09% | 0.14% | 29,746 | -755 | -2.48% | 1,612,828 | Jun 30, 2024 |
| CANVAS WEALTH ADVISORS, LLC | 0.02% | 0.13% | 7,115 | 2,648 | 59.28% | 433,589 | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | 0.04% | 0.12% | 12,023 | -800 | -6.24% | 651,887 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.04% | 0.10% | 11,464 | 1,066 | 10.25% | 621,578 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.04% | 0.09% | 11,707 | 11,707 | 100.00% | 634,754 | Jun 30, 2024 |
| KEPOS CAPITAL LP | 0.01% | 0.09% | 4,047 | 324 | 8.70% | 219,000 | Jun 30, 2024 |
| KBC GROUP NV | 1.48% | 0.08% | 474,307 | - | - | 25,717,000 | Jun 30, 2024 |
| EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC | 0.01% | 0.07% | 3,955 | - | - | 214,493 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.07% | 0.06% | 23,655 | -19,185 | -44.78% | 1,282,574 | Jun 30, 2024 |
| GABELLI FUNDS LLC | 0.46% | 0.06% | 146,255 | - | - | 7,929,946 | Jun 30, 2024 |
The largest SJW Group shareholder by % of total assets is PATRIZIA PTY LTD. The company owns 94.21K shares of SJW Group (SJW), representing 8.04% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NUANCE INVESTMENTS, LLC | 4.88% | 2.59% | 1,565,428 | 233,601 | 17.54% | 84,877,491 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.01% | 0.01% | 323,540 | 161,636 | 99.83% | 17,542,339 | Jun 30, 2024 |
| NORGES BANK | 0.38% | 0.00% | 122,447 | 122,447 | 100.00% | 6,639,076 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.35% | 0.00% | 113,781 | 109,390 | 2491.23% | 6,169,206 | Jun 30, 2024 |
| AMUNDI | 3.74% | 0.02% | 1,198,588 | 104,670 | 9.57% | 64,764,555 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.24% | 0.02% | 78,393 | 78,393 | 100.00% | 4,250,468 | Jun 30, 2024 |
| MORGAN STANLEY | 1.62% | 0.00% | 518,303 | 75,296 | 17.00% | 28,102,493 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.50% | 0.01% | 159,746 | 57,467 | 56.19% | 8,661,428 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 1.33% | 0.02% | 427,076 | 50,839 | 13.51% | 23,156,060 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.16% | 0.27% | 50,432 | 50,432 | 100.00% | 2,734,423 | Jun 30, 2024 |
| FMR LLC | 0.21% | 0.00% | 67,174 | 50,109 | 293.64% | 3,642,174 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.41% | 0.00% | 130,522 | 49,284 | 60.67% | 7,076,903 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.19% | 0.01% | 60,714 | 42,201 | 227.95% | 3,291,913 | Jun 30, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 0.20% | 0.40% | 64,359 | 38,044 | 144.57% | 3,489,545 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.21% | 0.00% | 709,120 | 37,870 | 5.64% | 38,456,308 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.14% | 0.02% | 45,946 | 37,521 | 445.35% | 2,491,192 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.51% | 0.02% | 164,099 | 34,607 | 26.73% | 8,897,448 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.09% | 0.00% | 29,055 | 29,055 | 100.00% | 1,575,362 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.35% | 0.00% | 113,858 | 25,747 | 29.22% | 6,173,406 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.11% | 0.01% | 34,922 | 22,969 | 192.16% | 1,893,471 | Jun 30, 2024 |
As of Jun 30 2024, SJW Group's largest institutional buyer is NUANCE INVESTMENTS, LLC. The company purchased 233.60K stocks of SJW, valued at $84.88M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | - | - | - | -448,972 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.25% | 0.00% | 80,201 | -157,281 | -66.23% | 4,348,499 | Jun 30, 2024 |
| STATE STREET CORP | 5.14% | 0.00% | 1,649,039 | -123,939 | -6.99% | 89,410,895,000 | Jun 30, 2024 |
| CERITY PARTNERS LLC | 4.54% | 0.21% | 1,455,641 | -104,128 | -6.68% | 78,924,857 | Jun 30, 2024 |
| CRAMER ROSENTHAL MCGLYNN LLC | - | - | - | -97,419 | -100.00% | - | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.10% | 0.00% | 31,507 | -68,580 | -68.52% | 1,708,310 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.43% | 0.01% | 139,500 | -52,400 | -27.31% | 7,563,690 | Jun 30, 2024 |
| INVESCO LTD. | 2.38% | 0.01% | 764,030 | -51,624 | -6.33% | 41,425,707 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.59% | 0.01% | 190,719 | -37,704 | -16.51% | 10,340,784 | Jun 30, 2024 |
| BLACKROCK INC. | 17.54% | 0.01% | 5,627,420 | -35,670 | -0.63% | 305,118,704 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -26,417 | -100.00% | - | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 0.38% | 0.02% | 120,773 | -22,071 | -15.45% | 6,548,313 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.07% | 0.06% | 23,655 | -19,185 | -44.78% | 1,282,574 | Jun 30, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | - | - | - | -18,945 | -100.00% | - | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | 0.05% | 0.06% | 16,422 | -17,823 | -52.05% | 890,401 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -17,091 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.04% | 0.00% | 12,634 | -15,843 | -55.63% | 685,000 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.05% | 0.00% | 16,305 | -13,997 | -46.19% | 884,057 | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 0.11% | 0.01% | 35,032 | -13,745 | -28.18% | 1,899,435 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -13,462 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, SJW Group's biggest institutional seller is AMERICAN CENTURY COMPANIES INC. The company sold -0.45M shares of SJW, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.38% | 0.00% | 122,447 | 122,447 | 100.00% | 6,639,076 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.24% | 0.02% | 78,393 | 78,393 | 100.00% | 4,250,468 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.16% | 0.27% | 50,432 | 50,432 | 100.00% | 2,734,423 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.09% | 0.00% | 29,055 | 29,055 | 100.00% | 1,575,362 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.07% | 0.03% | 22,528 | 22,528 | 100.00% | 1,221,468 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.06% | 0.00% | 20,548 | 20,548 | 100.00% | 1,114,113 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 18,643 | 18,643 | 100.00% | 1,010,823 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.05% | 0.02% | 17,300 | 17,300 | 100.00% | 938,006 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.05% | 0.00% | 16,504 | 16,504 | 100.00% | 894,847 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.04% | 0.03% | 11,732 | 11,732 | 100.00% | 636,109 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.04% | 0.09% | 11,707 | 11,707 | 100.00% | 634,754 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.03% | 0.02% | 9,818 | 9,818 | 100.00% | 532,332 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.03% | 0.04% | 8,619 | 8,619 | 100.00% | 467,322 | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | 0.02% | 0.04% | 6,980 | 6,980 | 100.00% | 378,456 | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.02% | 0.00% | 6,493 | 6,493 | 100.00% | 352,050 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.02% | 0.00% | 5,100 | 5,100 | 100.00% | 276,522 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.02% | 0.00% | 5,054 | 5,054 | 100.00% | 274,042 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.02% | 0.02% | 4,891 | 4,891 | 100.00% | 265,000 | Jun 30, 2024 |
| INSPIRE ADVISORS, LLC | 0.01% | 0.03% | 4,667 | 4,667 | 100.00% | 253,065 | Jun 30, 2024 |
| SNOWDEN CAPITAL ADVISORS LLC | 0.01% | 0.01% | 3,718 | 3,718 | 100.00% | 201,590 | Jun 30, 2024 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 0.01% | 0.05% | 3,708 | 3,708 | 100.00% | 201,073 | Jun 30, 2024 |
| 0.00% | 0.02% | 548 | 548 | 100.00% | 29,713 | Jun 30, 2024 | |
| POINT72 (DIFC) LTD | 0.00% | 0.00% | 388 | 388 | 100.00% | 21,037 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | 0.00% | 0.00% | 339 | 339 | 100.00% | 18,381 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 338 | 338 | 100.00% | 18,059 | Jun 30, 2024 |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 127 | 127 | 100.00% | 6,886 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 107 | 107 | 100.00% | 5,802 | Jun 30, 2024 |
| VALLEY NATIONAL ADVISERS INC | 0.00% | 0.00% | 40 | 40 | 100.00% | 2,000 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 15 | 15 | 100.00% | 813 | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | - | 11 | 11 | 100.00% | 667 | Jun 30, 2024 |
| PARKSIDE FINANCIAL BANK & TRUST | - | 0.00% | 8 | 8 | 100.00% | 434 | Jun 30, 2024 |
SJW Group's largest new institutional shareholder by number of shares is NORGES BANK, purchased 122.45K shares, valued at $6.64M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | - | - | - | -448,972 | -100.00% | - | Jun 30, 2024 |
| CRAMER ROSENTHAL MCGLYNN LLC | - | - | - | -97,419 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -26,417 | -100.00% | - | Jun 30, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | - | - | - | -18,945 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -17,091 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -13,462 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -11,413 | -100.00% | - | Jun 30, 2024 |
| BOSTON PARTNERS | - | - | - | -10,551 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -6,418 | -100.00% | - | Jun 30, 2024 |
| MQS MANAGEMENT LLC | - | - | - | -5,958 | -100.00% | - | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -5,456 | -100.00% | - | Jun 30, 2024 |
| NUMERAI GP LLC | - | - | - | -5,448 | -100.00% | - | Jun 30, 2024 |
| ELLEVEST, INC. | - | - | - | -5,167 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -4,600 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -4,212 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -4,157 | -100.00% | - | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | - | - | - | -4,153 | -100.00% | - | Jun 30, 2024 |
| CIM INVESTMENT MANAGEMENT INC | - | - | - | -3,879 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -3,794 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -3,608 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -3,544 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,678 | -100.00% | - | Jun 30, 2024 |
| HANSON & DOREMUS INVESTMENT MANAGEMENT | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -90 | -100.00% | - | Jun 30, 2024 |
| TRUST CO OF VERMONT | - | - | - | -80 | -100.00% | - | Jun 30, 2024 |
| COVESTOR LTD | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
SJW Group's largest sold out institutional shareholder by shares sold is AMERICAN CENTURY COMPANIES INC, sold -0.45M shares, valued at -, as of undefined.
SJW Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| GABELLI UTILITIES FUND | 0.12% | 86,000 | -8,000 | -8.51% | Dec 29, 2023 |
| TETON WESTWOOD FUNDS | 0.10% | 62,304 | - | - | Dec 29, 2023 |
| NUVEEN INVESTMENT TRUST | 0.07% | 39,157 | - | - | Mar 31, 2024 |
| GABELLI UTILITY TRUST | 0.07% | 29,000 | - | - | Dec 29, 2023 |
| Humankind Benefit Corp | 0.07% | 1,507 | 37 | 2.52% | Dec 31, 2023 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.06% | 232,198 | - | - | Mar 31, 2024 |
| Principal Diversified Select Real Asset Fund | 0.05% | 2,238 | - | - | Mar 31, 2024 |
| CRM Mutual Fund Trust | 0.04% | 20,993 | -1,344 | -6.02% | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.04% | 176,647 | 25,171 | 16.62% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.04% | 20,206 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.04% | 356,791 | 85,750 | 31.64% | Mar 31, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.04% | 354,038 | -49,404 | -12.25% | Jan 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.03% | 18,720 | 426 | 2.33% | Feb 29, 2024 |
| SYNTAX ETF TRUST | 0.03% | 921 | 125 | 15.70% | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.03% | 220,920 | - | - | Mar 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.03% | 29,043 | -3,972 | -12.03% | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.02% | 14,540 | -61 | -0.42% | Mar 31, 2024 |
| AIM FUNDS GROUP (INVESCO FUNDS GROUP) | 0.02% | 108,338 | - | - | Mar 31, 2024 |
| FRONTIER FUNDS, INC. | 0.02% | 7,267 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.01% | 33,537 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.01% | 36,202 | - | - | Mar 31, 2024 |
| GABELLI DIVIDEND & INCOME TRUST | 0.01% | 22,000 | - | - | Dec 29, 2023 |
| PFM Multi-Manager Series Trust | 0.01% | 9,348 | - | - | Dec 31, 2023 |
| CALVERT IMPACT FUND INC | 0.01% | 129,624 | 25,761 | 24.80% | Mar 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.01% | 116,924 | - | - | Mar 31, 2024 |
| GABELLI EQUITY SERIES FUNDS INC | 0.01% | 8,000 | - | - | Dec 29, 2023 |
| abrdn Funds | 0.01% | 131,644 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 56,339 | -1,829 | -3.14% | Mar 31, 2024 |
| ROYCE FUND | 0.01% | 53,520 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 4,684 | -205 | -4.19% | Mar 31, 2024 |
| GABELLI GLOBAL UTILITY & INCOME TRUST | 0.01% | 1,000 | - | - | Dec 29, 2023 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.01% | 1,936 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 12,255 | - | - | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.00% | 42,373 | - | - | Jan 31, 2024 |
| AllianzGI Institutional Multi-Series Trust | 0.00% | 595 | - | - | Sep 30, 2020 |
| Vericimetry Funds | 0.00% | 430 | -410 | -48.81% | Mar 31, 2024 |
| Virtus Strategy Trust | 0.00% | 98,239 | - | - | Mar 28, 2024 |
| Victory Portfolios II | 0.00% | 216,726 | 2,948 | 1.38% | Mar 31, 2024 |
| SMALLCAP WORLD FUND INC | 0.00% | 242,255 | - | - | Mar 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 20,054 | 928 | 4.85% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,325,580 | -413,956 | -23.80% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 678 | - | - | Mar 31, 2024 |
| FIRST TRUST SERIES FUND | 0.00% | 10,514 | - | - | Jan 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.00% | 164,889 | 1,559 | 0.95% | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 99,480 | 612 | 0.62% | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 7,000 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 0.00% | 4,960 | - | - | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 4,278 | -294 | -6.43% | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 149,785 | -168,394 | -52.92% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND II | 0.00% | 12,651 | -2,887 | -18.58% | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.00% | 5,504 | - | - | Mar 31, 2024 |
| Harbor ETF Trust | 0.00% | 7,680 | 2,262 | 41.75% | Jan 31, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 140,926 | -2,392 | -1.67% | Jan 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 94,902 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 5,479 | 344 | 6.70% | Jan 31, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 18,474 | - | - | Feb 29, 2024 |
| TIMOTHY PLAN | 0.00% | 6,030 | 1,038 | 20.79% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 3,307 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 256,878 | 9,129 | 3.68% | Feb 29, 2024 |
| Federated Hermes Equity Funds | 0.00% | 22,405 | - | - | Jan 31, 2024 |
| Nushares ETF Trust | 0.00% | 8,148 | 8,148 | - | Jan 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 227,882 | 875 | 0.39% | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 12,989 | -10,983 | -45.82% | Mar 31, 2024 |
| Fidelity Central Investment Portfolios LLC | 0.00% | 52,485 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 11,174 | 5,282 | 89.65% | Mar 31, 2024 |
| SHELTON FUNDS | 0.00% | 1,353 | -167 | -10.99% | Feb 29, 2024 |
| VANGUARD WORLD FUND | 0.00% | 189,227 | 6,114 | 3.34% | Feb 29, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 1,510 | -139 | -8.43% | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 637,569 | 152,969 | 31.57% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 18,334 | -1,391 | -7.05% | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 119,778 | -6,659 | -5.27% | Feb 29, 2024 |
| SunAmerica Specialty Series | 0.00% | 218 | - | - | Apr 30, 2021 |
| Catholic Responsible Investments Funds | 0.00% | 15,125 | -180 | -1.18% | Jan 31, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 29,835 | -1,000 | -3.24% | Mar 28, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 2,485 | - | - | Aug 31, 2023 |
| SCHWAB STRATEGIC TRUST | 0.00% | 208,966 | 12,222 | 6.21% | Feb 29, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 18,804 | -320 | -1.67% | Dec 31, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 9 | 0.00% | 7,096 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 149,572 | 26,207 | 21.24% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 10,634 | -2,102 | -16.50% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 46,923 | -45,399 | -49.17% | Mar 28, 2024 |
| Global X Funds | 0.00% | 14,372 | 12,585 | 704.25% | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 5,965 | -69 | -1.14% | Mar 31, 2024 |
| PRAXIS MUTUAL FUNDS | 0.00% | 3,530 | -7,740 | -68.68% | Dec 31, 2023 |
| SEASONS SERIES TRUST | 0.00% | 7,714 | -50 | -0.64% | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 6,976 | 150 | 2.20% | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,492 | -87 | -5.51% | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 33,468 | 6,646 | 24.78% | Jan 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 83,233 | -782 | -0.93% | Feb 29, 2024 |
| Managed Portfolio Series | 0.00% | 5,761 | -179 | -3.01% | Feb 29, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 2,962 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 2,500 | 2,100 | 525.00% | Mar 28, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 183 | -17 | -8.50% | Sep 30, 2023 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 2,400 | -29,021 | -92.36% | Mar 28, 2024 |
| HARTFORD MUTUAL FUNDS II INC | 0.00% | 37,136 | -2,792 | -6.99% | Jan 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 25,209 | -685 | -2.65% | Mar 28, 2024 |
| iSHARES TRUST | 0.00% | 3,696,431 | -14,529 | -0.39% | Mar 31, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.00% | 3,038 | -198 | -6.12% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 1,163 | 191 | 19.65% | Mar 31, 2024 |
| LITMAN GREGORY FUNDS TRUST | 0.00% | 13,808 | - | - | Mar 31, 2024 |
SJW Group's largest mutual fund holder by % of total assets is "GABELLI UTILITIES FUND", owning 86.00K shares, compromising 0.12% of its total assets.
SJW Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 211 | -7.46% |
| 31 Mar, 24 | 228 | - |
| 31 Dec, 23 | 228 | 3.64% |
| 30 Sep, 23 | 220 | 0.46% |
| 30 Jun, 23 | 219 | 1.86% |
| 31 Mar, 23 | 215 | - |
| 31 Dec, 22 | 215 | 21.47% |
| 30 Sep, 22 | 177 | -1.12% |
| 30 Jun, 22 | 179 | -1.10% |
| 31 Mar, 22 | 181 | 1.12% |
| 31 Dec, 21 | 179 | 14.74% |
| 30 Sep, 21 | 156 | 6.85% |
| 30 Jun, 21 | 146 | -8.75% |
| 31 Mar, 21 | 160 | -1.23% |
| 31 Dec, 20 | 162 | 3.85% |
| 30 Sep, 20 | 156 | -2.50% |
| 30 Jun, 20 | 160 | -1.23% |
| 31 Mar, 20 | 162 | -3.57% |
| 31 Dec, 19 | 168 | -4.00% |
| 30 Sep, 19 | 175 | 6.71% |
| 30 Jun, 19 | 164 | -1.80% |
| 31 Mar, 19 | 167 | -5.11% |
| 31 Dec, 18 | 176 | 23.08% |
| 30 Sep, 18 | 143 | -4.03% |
| 30 Jun, 18 | 149 | -5.10% |
| 31 Mar, 18 | 157 | - |
| 31 Dec, 17 | 157 | 6.08% |
| 30 Sep, 17 | 148 | 2.07% |
| 30 Jun, 17 | 145 | -4.61% |
| 31 Mar, 17 | 152 | 2.01% |
| 31 Dec, 16 | 149 | 15.50% |
| 30 Sep, 16 | 129 | -5.84% |
| 30 Jun, 16 | 137 | -3.52% |
| 31 Mar, 16 | 142 | 25.66% |
| 31 Dec, 15 | 113 | -3.42% |
| 30 Sep, 15 | 117 | 1.74% |
| 30 Jun, 15 | 115 | -5.74% |
| 31 Mar, 15 | 122 | 7.02% |
| 31 Dec, 14 | 114 | 15.15% |
| 30 Sep, 14 | 99 | -1.98% |
| 30 Jun, 14 | 101 | 13.48% |
| 31 Mar, 14 | 89 | 1.14% |
| 31 Dec, 13 | 88 | 3.53% |
| 30 Sep, 13 | 85 | 2.41% |
| 30 Jun, 13 | 83 | 219.23% |
| 31 Mar, 13 | 26 | -10.34% |
| 31 Dec, 12 | 29 | 3.57% |
| 30 Sep, 12 | 28 | -20.00% |
| 30 Jun, 12 | 35 | 29.63% |
| 31 Mar, 12 | 27 | - |
| 31 Dec, 11 | 27 | 8.00% |
| 30 Sep, 11 | 25 | -7.41% |
| 30 Jun, 11 | 27 | 3.85% |
| 31 Mar, 11 | 26 | - |
| 31 Dec, 10 | 26 | 18.18% |
| 30 Sep, 10 | 22 | -12.00% |
| 30 Jun, 10 | 25 | 13.64% |
| 31 Mar, 10 | 22 | - |
| 31 Dec, 09 | 22 | 4.76% |
| 30 Sep, 09 | 21 | -8.70% |
| 30 Jun, 09 | 23 | -4.17% |
| 31 Mar, 09 | 24 | 14.29% |
| 31 Dec, 08 | 21 | 5.00% |
| 30 Sep, 08 | 20 | 25.00% |
| 30 Jun, 08 | 16 | -20.00% |
| 31 Mar, 08 | 20 | -13.04% |
| 31 Dec, 07 | 23 | 15.00% |
| 30 Sep, 07 | 20 | 5.26% |
| 30 Jun, 07 | 19 | 5.56% |
| 31 Mar, 07 | 18 | - |
| 31 Dec, 06 | 18 | 63.64% |
| 30 Sep, 06 | 11 | 22.22% |
| 30 Jun, 06 | 9 | -18.18% |
| 31 Mar, 06 | 11 | 22.22% |
| 31 Dec, 05 | 9 | 28.57% |
| 30 Sep, 05 | 7 | - |
| 30 Jun, 05 | 7 | -12.50% |
| 31 Mar, 05 | 8 | 14.29% |
| 31 Dec, 04 | 7 | 75.00% |
| 30 Sep, 04 | 4 | 33.33% |
| 30 Jun, 04 | 3 | -62.50% |
| 31 Mar, 04 | 8 | 14.29% |
| 31 Dec, 03 | 7 | - |
| 30 Sep, 03 | 7 | 40.00% |
| 30 Jun, 03 | 5 | - |
| 31 Mar, 03 | 5 | -16.67% |
| 31 Dec, 02 | 6 | 100.00% |
| 30 Sep, 02 | 3 | -25.00% |
| 30 Jun, 02 | 4 | -20.00% |
| 31 Mar, 02 | 5 | 66.67% |
| 31 Dec, 01 | 3 | -25.00% |
| 30 Sep, 01 | 4 | - |
| 30 Jun, 01 | 4 | -20.00% |
| 31 Mar, 01 | 5 | -16.67% |
| 31 Dec, 00 | 6 | 20.00% |
| 30 Sep, 00 | 5 | - |
| 30 Jun, 00 | 5 | 25.00% |
| 31 Mar, 00 | 4 | 100.00% |
| 31 Dec, 99 | 2 | - |
| 30 Sep, 99 | 2 | - |
| 30 Jun, 99 | 2 | - |
| 31 Mar, 99 | 2 | - |
As of 30 Jun 24, 211 institutions are holding SJW Group's shares, representing a decrease of -7.46% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 24,676,461 | 0.26% |
| 31 Mar, 24 | 24,612,118 | 0.70% |
| 31 Dec, 23 | 24,439,864 | 0.71% |
| 30 Sep, 23 | 24,267,285 | -3.66% |
| 30 Jun, 23 | 25,189,810 | -2.10% |
| 31 Mar, 23 | 25,729,629 | 1.43% |
| 31 Dec, 22 | 25,366,482 | 14.90% |
| 30 Sep, 22 | 22,076,657 | 0.54% |
| 30 Jun, 22 | 21,957,034 | 1.71% |
| 31 Mar, 22 | 21,587,301 | -0.26% |
| 31 Dec, 21 | 21,643,010 | -2.79% |
| 30 Sep, 21 | 22,264,410 | 4.39% |
| 30 Jun, 21 | 21,328,948 | 0.57% |
| 31 Mar, 21 | 21,207,382 | 5.37% |
| 31 Dec, 20 | 20,125,932 | 0.47% |
| 30 Sep, 20 | 20,031,140 | -0.58% |
| 30 Jun, 20 | 20,147,845 | 2.96% |
| 31 Mar, 20 | 19,567,856 | -1.41% |
| 31 Dec, 19 | 19,846,990 | 2.49% |
| 30 Sep, 19 | 19,364,899 | -0.92% |
| 30 Jun, 19 | 19,544,686 | -0.04% |
| 31 Mar, 19 | 19,551,718 | 3.86% |
| 31 Dec, 18 | 18,825,913 | 61.20% |
| 30 Sep, 18 | 11,678,906 | -4.96% |
| 30 Jun, 18 | 12,288,262 | 4.90% |
| 31 Mar, 18 | 11,714,325 | 2.24% |
| 31 Dec, 17 | 11,457,303 | 1.38% |
| 30 Sep, 17 | 11,301,184 | 14.93% |
| 30 Jun, 17 | 9,833,320 | 6.02% |
| 31 Mar, 17 | 9,274,957 | 1.62% |
| 31 Dec, 16 | 9,126,708 | -3.45% |
| 30 Sep, 16 | 9,452,878 | 2.25% |
| 30 Jun, 16 | 9,245,045 | -3.74% |
| 31 Mar, 16 | 9,604,443 | 5.46% |
| 31 Dec, 15 | 9,107,412 | -1.76% |
| 30 Sep, 15 | 9,270,652 | -15.72% |
| 30 Jun, 15 | 10,999,282 | -0.29% |
| 31 Mar, 15 | 11,030,751 | -0.85% |
| 31 Dec, 14 | 11,125,489 | 1.68% |
| 30 Sep, 14 | 10,941,278 | 0.71% |
| 30 Jun, 14 | 10,864,576 | -0.28% |
| 31 Mar, 14 | 10,895,331 | 0.93% |
| 31 Dec, 13 | 10,795,250 | 0.37% |
| 30 Sep, 13 | 10,755,705 | 1.13% |
| 30 Jun, 13 | 10,635,386 | 321.71% |
| 31 Mar, 13 | 2,521,969 | -12.97% |
| 31 Dec, 12 | 2,897,947 | 15.08% |
| 30 Sep, 12 | 2,518,223 | -25.07% |
| 30 Jun, 12 | 3,360,597 | 2.17% |
| 31 Mar, 12 | 3,289,111 | -3.00% |
| 31 Dec, 11 | 3,390,953 | 13.35% |
| 30 Sep, 11 | 2,991,563 | -20.17% |
| 30 Jun, 11 | 3,747,225 | 18.07% |
| 31 Mar, 11 | 3,173,753 | 34.32% |
| 31 Dec, 10 | 2,362,795 | -1.46% |
| 30 Sep, 10 | 2,397,869 | -10.55% |
| 30 Jun, 10 | 2,680,743 | 22.17% |
| 31 Mar, 10 | 2,194,312 | -10.38% |
| 31 Dec, 09 | 2,448,489 | 68.32% |
| 30 Sep, 09 | 1,454,676 | 30.35% |
| 30 Jun, 09 | 1,115,979 | 2.64% |
| 31 Mar, 09 | 1,087,245 | -46.08% |
| 31 Dec, 08 | 2,016,310 | 9.46% |
| 30 Sep, 08 | 1,842,037 | 31.53% |
| 30 Jun, 08 | 1,400,418 | 3.64% |
| 31 Mar, 08 | 1,351,169 | 32.84% |
| 31 Dec, 07 | 1,017,120 | 27.04% |
| 30 Sep, 07 | 800,644 | 13.21% |
| 30 Jun, 07 | 707,240 | 34.32% |
| 31 Mar, 07 | 526,517 | -2.87% |
| 31 Dec, 06 | 542,093 | 120.12% |
| 30 Sep, 06 | 246,267 | -29.89% |
| 30 Jun, 06 | 351,248 | 36.84% |
| 31 Mar, 06 | 256,689 | 117.42% |
| 31 Dec, 05 | 118,061 | 116.76% |
| 30 Sep, 05 | 54,466 | 7.79% |
| 30 Jun, 05 | 50,532 | -54.52% |
| 31 Mar, 05 | 111,097 | 0.91% |
| 31 Dec, 04 | 110,093 | 22.64% |
| 30 Sep, 04 | 89,770 | 9.00% |
| 30 Jun, 04 | 82,357 | -49.94% |
| 31 Mar, 04 | 164,515 | 283.86% |
| 31 Dec, 03 | 42,858 | -14.82% |
| 30 Sep, 03 | 50,316 | 176.43% |
| 30 Jun, 03 | 18,202 | -40.80% |
| 31 Mar, 03 | 30,745 | -7.02% |
| 31 Dec, 02 | 33,068 | 126.03% |
| 30 Sep, 02 | 14,630 | -16.06% |
| 30 Jun, 02 | 17,430 | -21.74% |
| 31 Mar, 02 | 22,272 | 78.58% |
| 31 Dec, 01 | 12,472 | -1.11% |
| 30 Sep, 01 | 12,612 | -66.72% |
| 30 Jun, 01 | 37,895 | 150.69% |
| 31 Mar, 01 | 15,116 | -31.11% |
| 31 Dec, 00 | 21,942 | 35.14% |
| 30 Sep, 00 | 16,237 | 5.82% |
| 30 Jun, 00 | 15,344 | 96.11% |
| 31 Mar, 00 | 7,824 | 150.93% |
| 31 Dec, 99 | 3,118 | -90.77% |
| 30 Sep, 99 | 33,788 | -27.84% |
| 30 Jun, 99 | 46,821 | 1.81% |
| 31 Mar, 99 | 45,989 | - |
SJW Group (SJW) has 24.68M shares outstanding as of 30 Jun 24, up 0.26% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 76.93% | 1.31% |
| 31 Mar, 24 | 76.73% | 1.31% |
| 31 Dec, 23 | 76.40% | 1.32% |
| 30 Sep, 23 | 76.16% | 1.19% |
| 30 Jun, 23 | 79.97% | 1.16% |
| 31 Mar, 23 | 83.17% | 1.19% |
| 31 Dec, 22 | 83.71% | 1.57% |
| 30 Sep, 22 | 72.93% | 1.38% |
| 30 Jun, 22 | 72.60% | 1.42% |
| 31 Mar, 22 | 71.42% | 1.34% |
| 31 Dec, 21 | 73.12% | 1.31% |
| 30 Sep, 21 | 74.67% | 1.46% |
| 30 Jun, 21 | 71.57% | 1.33% |
| 31 Mar, 21 | 73.48% | 1.48% |
| 31 Dec, 20 | 70.56% | 1.43% |
| 30 Sep, 20 | 70.20% | 1.41% |
| 30 Jun, 20 | 70.67% | 1.50% |
| 31 Mar, 20 | 68.68% | 1.41% |
| 31 Dec, 19 | 69.78% | 1.51% |
| 30 Sep, 19 | 68.06% | 1.44% |
| 30 Jun, 19 | 68.72% | 1.45% |
| 31 Mar, 19 | 68.79% | 1.03% |
| 31 Dec, 18 | 81.65% | 2.55% |
| 30 Sep, 18 | 56.62% | 1.59% |
| 30 Jun, 18 | 59.67% | 1.84% |
| 31 Mar, 18 | 56.97% | 1.83% |
| 31 Dec, 17 | 55.87% | 1.84% |
| 30 Sep, 17 | 55.08% | 2.40% |
| 30 Jun, 17 | 47.96% | 2.34% |
| 31 Mar, 17 | 45.27% | 2.27% |
| 31 Dec, 16 | 44.62% | 2.09% |
| 30 Sep, 16 | 46.22% | 2.26% |
| 30 Jun, 16 | 45.24% | 2.04% |
| 31 Mar, 16 | 47.05% | 2.35% |
| 31 Dec, 15 | 44.73% | 2.16% |
| 30 Sep, 15 | 45.50% | 1.56% |
| 30 Jun, 15 | 54.03% | 1.83% |
| 31 Mar, 15 | 54.27% | 1.80% |
| 31 Dec, 14 | 54.89% | 1.88% |
| 30 Sep, 14 | 54.08% | 1.87% |
| 30 Jun, 14 | 53.75% | 1.85% |
| 31 Mar, 14 | 53.95% | 1.88% |
| 31 Dec, 13 | 53.54% | 1.88% |
| 30 Sep, 13 | 53.37% | 1.90% |
| 30 Jun, 13 | 52.98% | 29.10% |
| 31 Mar, 13 | 13.49% | 5.58% |
| 31 Dec, 12 | 15.55% | 8.53% |
| 30 Sep, 12 | 13.50% | 4.15% |
| 30 Jun, 12 | 18.04% | 5.78% |
| 31 Mar, 12 | 17.67% | 5.31% |
| 31 Dec, 11 | 18.25% | 7.04% |
| 30 Sep, 11 | 16.09% | 3.96% |
| 30 Jun, 11 | 20.17% | 6.91% |
| 31 Mar, 11 | 17.09% | 10.52% |
| 31 Dec, 10 | 12.74% | 7.62% |
| 30 Sep, 10 | 12.94% | 6.18% |
| 30 Jun, 10 | 14.47% | 10.31% |
| 31 Mar, 10 | 11.85% | 6.76% |
| 31 Dec, 09 | 13.24% | 21.39% |
| 30 Sep, 09 | 7.87% | 21.58% |
| 30 Jun, 09 | 6.04% | 17.42% |
| 31 Mar, 09 | 5.89% | 4.92% |
| 31 Dec, 08 | 10.94% | 10.94% |
| 30 Sep, 08 | 10.00% | 17.27% |
| 30 Jun, 08 | 7.61% | 14.08% |
| 31 Mar, 08 | 7.35% | 23.96% |
| 31 Dec, 07 | 5.54% | 29.10% |
| 30 Sep, 07 | 4.36% | 29.29% |
| 30 Jun, 07 | 3.86% | 46.62% |
| 31 Mar, 07 | 2.88% | 32.72% |
| 31 Dec, 06 | 2.97% | 163.34% |
| 30 Sep, 06 | 1.35% | 36.46% |
| 30 Jun, 06 | 1.92% | 97.40% |
| 31 Mar, 06 | 1.40% | 336.46% |
| 31 Dec, 05 | 0.65% | 727.14% |
| 30 Sep, 05 | 0.30% | 389.66% |
| 30 Jun, 05 | 0.28% | 74.79% |
| 31 Mar, 05 | 0.61% | 167.46% |
| 31 Dec, 04 | 0.60% | 245.81% |
| 30 Sep, 04 | 0.50% | 240.20% |
| 30 Jun, 04 | 0.45% | 56.00% |
| 31 Mar, 04 | 0.90% | 1636.23% |
| 31 Dec, 03 | 0.23% | 521.02% |
| 30 Sep, 03 | 0.21% | 2138.15% |
| 30 Jun, 03 | 0.10% | 351.75% |
| 31 Mar, 03 | 0.17% | 513.70% |
| 31 Dec, 02 | 0.18% | 2813.59% |
| 30 Sep, 02 | 0.08% | 881.76% |
| 30 Jun, 02 | 0.10% | 651.40% |
| 31 Mar, 02 | 0.12% | 2594.73% |
| 31 Dec, 01 | 0.07% | 1433.19% |
| 30 Sep, 01 | 0.07% | 160.46% |
| 30 Jun, 01 | 0.21% | 3031.20% |
| 31 Mar, 01 | 0.08% | 573.61% |
| 31 Dec, 00 | 0.12% | 1519.01% |
| 30 Sep, 00 | 0.09% | 1272.25% |
| 30 Jun, 00 | 0.08% | 4561.92% |
| 31 Mar, 00 | 0.04% | 14674.27% |
| 31 Dec, 99 | 0.02% | 49.92% |
| 30 Sep, 99 | 0.18% | 305.12% |
| 30 Jun, 99 | 0.25% | 421.05% |
| 31 Mar, 99 | 0.24% | - |
As of 30 Jun 24, SJW Group is held by 76.93% institutional shareholders, representing a 1.31% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 115 | 0.88% |
| 31 Mar, 24 | 114 | 4.59% |
| 31 Dec, 23 | 109 | -14.17% |
| 30 Sep, 23 | 127 | 5.83% |
| 30 Jun, 23 | 120 | 23.71% |
| 31 Mar, 23 | 97 | -24.22% |
| 31 Dec, 22 | 128 | 39.13% |
| 30 Sep, 22 | 92 | 19.48% |
| 30 Jun, 22 | 77 | -15.38% |
| 31 Mar, 22 | 91 | -6.19% |
| 31 Dec, 21 | 97 | 22.78% |
| 30 Sep, 21 | 79 | - |
| 30 Jun, 21 | 79 | -10.23% |
| 31 Mar, 21 | 88 | 8.64% |
| 31 Dec, 20 | 81 | 30.65% |
| 30 Sep, 20 | 62 | -19.48% |
| 30 Jun, 20 | 77 | 6.94% |
| 31 Mar, 20 | 72 | -21.74% |
| 31 Dec, 19 | 92 | 2.22% |
| 30 Sep, 19 | 90 | -1.10% |
| 30 Jun, 19 | 91 | 5.81% |
| 31 Mar, 19 | 86 | -21.10% |
| 31 Dec, 18 | 109 | 62.69% |
| 30 Sep, 18 | 67 | -5.63% |
| 30 Jun, 18 | 71 | 1.43% |
| 31 Mar, 18 | 70 | -5.41% |
| 31 Dec, 17 | 74 | 1.37% |
| 30 Sep, 17 | 73 | 19.67% |
| 30 Jun, 17 | 61 | -21.79% |
| 31 Mar, 17 | 78 | -2.50% |
| 31 Dec, 16 | 80 | 66.67% |
| 30 Sep, 16 | 48 | -23.81% |
| 30 Jun, 16 | 63 | -25.00% |
| 31 Mar, 16 | 84 | 90.91% |
| 31 Dec, 15 | 44 | -29.03% |
| 30 Sep, 15 | 62 | 1.64% |
| 30 Jun, 15 | 61 | 1.67% |
| 31 Mar, 15 | 60 | 15.38% |
| 31 Dec, 14 | 52 | 36.84% |
| 30 Sep, 14 | 38 | -19.15% |
| 30 Jun, 14 | 47 | 51.61% |
| 31 Mar, 14 | 31 | -24.39% |
| 31 Dec, 13 | 41 | -4.65% |
| 30 Sep, 13 | 43 | -37.68% |
| 30 Jun, 13 | 69 | 360.00% |
| 31 Mar, 13 | 15 | 7.14% |
| 31 Dec, 12 | 14 | -12.50% |
| 30 Sep, 12 | 16 | -20.00% |
| 30 Jun, 12 | 20 | 81.82% |
| 31 Mar, 12 | 11 | -21.43% |
| 31 Dec, 11 | 14 | 55.56% |
| 30 Sep, 11 | 9 | -40.00% |
| 30 Jun, 11 | 15 | 15.38% |
| 31 Mar, 11 | 13 | -7.14% |
| 31 Dec, 10 | 14 | 55.56% |
| 30 Sep, 10 | 9 | -30.77% |
| 30 Jun, 10 | 13 | 30.00% |
| 31 Mar, 10 | 10 | -16.67% |
| 31 Dec, 09 | 12 | 33.33% |
| 30 Sep, 09 | 9 | -30.77% |
| 30 Jun, 09 | 13 | -18.75% |
| 31 Mar, 09 | 16 | 14.29% |
| 31 Dec, 08 | 14 | 27.27% |
| 30 Sep, 08 | 11 | 22.22% |
| 30 Jun, 08 | 9 | -25.00% |
| 31 Mar, 08 | 12 | - |
| 31 Dec, 07 | 12 | - |
| 30 Sep, 07 | 12 | 9.09% |
| 30 Jun, 07 | 11 | 37.50% |
| 31 Mar, 07 | 8 | -33.33% |
| 31 Dec, 06 | 12 | 71.43% |
| 30 Sep, 06 | 7 | 16.67% |
| 30 Jun, 06 | 6 | -45.45% |
| 31 Mar, 06 | 11 | 450.00% |
| 31 Dec, 05 | 2 | - |
| 30 Sep, 05 | 2 | -60.00% |
| 30 Jun, 05 | 5 | 66.67% |
| 31 Mar, 05 | 3 | -40.00% |
| 31 Dec, 04 | 5 | 150.00% |
| 30 Sep, 04 | 2 | - |
| 30 Jun, 04 | - | -100.00% |
| 31 Mar, 04 | 8 | 166.67% |
| 31 Dec, 03 | 3 | -40.00% |
| 30 Sep, 03 | 5 | 150.00% |
| 30 Jun, 03 | 2 | -33.33% |
| 31 Mar, 03 | 3 | -40.00% |
| 31 Dec, 02 | 5 | 150.00% |
| 30 Sep, 02 | 2 | 100.00% |
| 30 Jun, 02 | 1 | -75.00% |
| 31 Mar, 02 | 4 | 33.33% |
| 31 Dec, 01 | 3 | - |
| 30 Sep, 01 | 3 | 50.00% |
| 30 Jun, 01 | 2 | - |
| 31 Mar, 01 | 2 | - |
| 31 Dec, 00 | 2 | - |
| 30 Sep, 00 | 2 | - |
| 30 Jun, 00 | 2 | -50.00% |
| 31 Mar, 00 | 4 | 100.00% |
| 31 Dec, 99 | 2 | - |
| 30 Sep, 99 | 2 | 100.00% |
| 30 Jun, 99 | 1 | -50.00% |
| 31 Mar, 99 | 2 | - |
115 institutional shareholders have increased their position in SJW stock as of 30 Jun 24 compared to 114 in the previous quarter (a 0.88% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 67 | -21.18% |
| 31 Mar, 24 | 85 | - |
| 31 Dec, 23 | 85 | 37.10% |
| 30 Sep, 23 | 62 | -1.59% |
| 30 Jun, 23 | 63 | -25.88% |
| 31 Mar, 23 | 85 | 34.92% |
| 31 Dec, 22 | 63 | 16.67% |
| 30 Sep, 22 | 54 | -29.87% |
| 30 Jun, 22 | 77 | 26.23% |
| 31 Mar, 22 | 61 | 7.02% |
| 31 Dec, 21 | 57 | 26.67% |
| 30 Sep, 21 | 45 | 2.27% |
| 30 Jun, 21 | 44 | -6.38% |
| 31 Mar, 21 | 47 | -16.07% |
| 31 Dec, 20 | 56 | -8.20% |
| 30 Sep, 20 | 61 | 12.96% |
| 30 Jun, 20 | 54 | -18.18% |
| 31 Mar, 20 | 66 | 43.48% |
| 31 Dec, 19 | 46 | -11.54% |
| 30 Sep, 19 | 52 | 13.04% |
| 30 Jun, 19 | 46 | -9.80% |
| 31 Mar, 19 | 51 | 30.77% |
| 31 Dec, 18 | 39 | 5.41% |
| 30 Sep, 18 | 37 | -26.00% |
| 30 Jun, 18 | 50 | - |
| 31 Mar, 18 | 50 | -12.28% |
| 31 Dec, 17 | 57 | 42.50% |
| 30 Sep, 17 | 40 | -20.00% |
| 30 Jun, 17 | 50 | 28.21% |
| 31 Mar, 17 | 39 | -17.02% |
| 31 Dec, 16 | 47 | -6.00% |
| 30 Sep, 16 | 50 | 8.70% |
| 30 Jun, 16 | 46 | 39.39% |
| 31 Mar, 16 | 33 | -21.43% |
| 31 Dec, 15 | 42 | 44.83% |
| 30 Sep, 15 | 29 | -14.71% |
| 30 Jun, 15 | 34 | -8.11% |
| 31 Mar, 15 | 37 | -7.50% |
| 31 Dec, 14 | 40 | 8.11% |
| 30 Sep, 14 | 37 | 5.71% |
| 30 Jun, 14 | 35 | 6.06% |
| 31 Mar, 14 | 33 | 32.00% |
| 31 Dec, 13 | 25 | 4.17% |
| 30 Sep, 13 | 24 | 166.67% |
| 30 Jun, 13 | 9 | 125.00% |
| 31 Mar, 13 | 4 | -55.56% |
| 31 Dec, 12 | 9 | 80.00% |
| 30 Sep, 12 | 5 | -16.67% |
| 30 Jun, 12 | 6 | 20.00% |
| 31 Mar, 12 | 5 | -16.67% |
| 31 Dec, 11 | 6 | -25.00% |
| 30 Sep, 11 | 8 | 33.33% |
| 30 Jun, 11 | 6 | -25.00% |
| 31 Mar, 11 | 8 | 60.00% |
| 31 Dec, 10 | 5 | -37.50% |
| 30 Sep, 10 | 8 | 14.29% |
| 30 Jun, 10 | 7 | 16.67% |
| 31 Mar, 10 | 6 | 200.00% |
| 31 Dec, 09 | 2 | -60.00% |
| 30 Sep, 09 | 5 | - |
| 30 Jun, 09 | 5 | 25.00% |
| 31 Mar, 09 | 4 | 33.33% |
| 31 Dec, 08 | 3 | -40.00% |
| 30 Sep, 08 | 5 | -16.67% |
| 30 Jun, 08 | 6 | 200.00% |
| 31 Mar, 08 | 2 | -50.00% |
| 31 Dec, 07 | 4 | - |
| 30 Sep, 07 | 4 | 100.00% |
| 30 Jun, 07 | 2 | -33.33% |
| 31 Mar, 07 | 3 | - |
| 31 Dec, 06 | 3 | 200.00% |
| 30 Sep, 06 | 1 | -66.67% |
| 30 Jun, 06 | 3 | - |
| 31 Mar, 06 | - | -100.00% |
| 31 Dec, 05 | 5 | 25.00% |
| 30 Sep, 05 | 4 | 100.00% |
| 30 Jun, 05 | 2 | -33.33% |
| 31 Mar, 05 | 3 | - |
| 31 Dec, 04 | - | - |
| 30 Sep, 04 | - | -100.00% |
| 30 Jun, 04 | 3 | - |
| 31 Mar, 04 | - | -100.00% |
| 31 Dec, 03 | 3 | 200.00% |
| 30 Sep, 03 | 1 | -50.00% |
| 30 Jun, 03 | 2 | - |
| 31 Mar, 03 | - | - |
| 31 Dec, 02 | - | - |
| 30 Sep, 02 | - | -100.00% |
| 30 Jun, 02 | 2 | - |
| 31 Mar, 02 | - | - |
| 31 Dec, 01 | - | - |
| 30 Sep, 01 | - | -100.00% |
| 30 Jun, 01 | 1 | -50.00% |
| 31 Mar, 01 | 2 | 100.00% |
| 31 Dec, 00 | 1 | - |
| 30 Sep, 00 | 1 | - |
| 30 Jun, 00 | - | - |
| 31 Mar, 00 | - | - |
| 31 Dec, 99 | - | - |
| 30 Sep, 99 | - | -100.00% |
| 30 Jun, 99 | 1 | - |
| 31 Mar, 99 | - | - |
67 institutional shareholders have reduced their position in SJW stock as of 30 Jun 24 compared to 85 in the previous quarter (a -21.18% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 211 | -7.46% | 24,676,461 | 0.26% | 76.93% | 1.31% | 115 | 0.88% | 67 | -21.18% |
| 31 Mar, 24 | 228 | - | 24,612,118 | 0.70% | 76.73% | 1.31% | 114 | 4.59% | 85 | - |
| 31 Dec, 23 | 228 | 3.64% | 24,439,864 | 0.71% | 76.40% | 1.32% | 109 | -14.17% | 85 | 37.10% |
| 30 Sep, 23 | 220 | 0.46% | 24,267,285 | -3.66% | 76.16% | 1.19% | 127 | 5.83% | 62 | -1.59% |
| 30 Jun, 23 | 219 | 1.86% | 25,189,810 | -2.10% | 79.97% | 1.16% | 120 | 23.71% | 63 | -25.88% |
| 31 Mar, 23 | 215 | - | 25,729,629 | 1.43% | 83.17% | 1.19% | 97 | -24.22% | 85 | 34.92% |
| 31 Dec, 22 | 215 | 21.47% | 25,366,482 | 14.90% | 83.71% | 1.57% | 128 | 39.13% | 63 | 16.67% |
| 30 Sep, 22 | 177 | -1.12% | 22,076,657 | 0.54% | 72.93% | 1.38% | 92 | 19.48% | 54 | -29.87% |
| 30 Jun, 22 | 179 | -1.10% | 21,957,034 | 1.71% | 72.60% | 1.42% | 77 | -15.38% | 77 | 26.23% |
| 31 Mar, 22 | 181 | 1.12% | 21,587,301 | -0.26% | 71.42% | 1.34% | 91 | -6.19% | 61 | 7.02% |
| 31 Dec, 21 | 179 | 14.74% | 21,643,010 | -2.79% | 73.12% | 1.31% | 97 | 22.78% | 57 | 26.67% |
| 30 Sep, 21 | 156 | 6.85% | 22,264,410 | 4.39% | 74.67% | 1.46% | 79 | - | 45 | 2.27% |
| 30 Jun, 21 | 146 | -8.75% | 21,328,948 | 0.57% | 71.57% | 1.33% | 79 | -10.23% | 44 | -6.38% |
| 31 Mar, 21 | 160 | -1.23% | 21,207,382 | 5.37% | 73.48% | 1.48% | 88 | 8.64% | 47 | -16.07% |
| 31 Dec, 20 | 162 | 3.85% | 20,125,932 | 0.47% | 70.56% | 1.43% | 81 | 30.65% | 56 | -8.20% |
| 30 Sep, 20 | 156 | -2.50% | 20,031,140 | -0.58% | 70.20% | 1.41% | 62 | -19.48% | 61 | 12.96% |
| 30 Jun, 20 | 160 | -1.23% | 20,147,845 | 2.96% | 70.67% | 1.50% | 77 | 6.94% | 54 | -18.18% |
| 31 Mar, 20 | 162 | -3.57% | 19,567,856 | -1.41% | 68.68% | 1.41% | 72 | -21.74% | 66 | 43.48% |
| 31 Dec, 19 | 168 | -4.00% | 19,846,990 | 2.49% | 69.78% | 1.51% | 92 | 2.22% | 46 | -11.54% |
| 30 Sep, 19 | 175 | 6.71% | 19,364,899 | -0.92% | 68.06% | 1.44% | 90 | -1.10% | 52 | 13.04% |
| 30 Jun, 19 | 164 | -1.80% | 19,544,686 | -0.04% | 68.72% | 1.45% | 91 | 5.81% | 46 | -9.80% |
| 31 Mar, 19 | 167 | -5.11% | 19,551,718 | 3.86% | 68.79% | 1.03% | 86 | -21.10% | 51 | 30.77% |
| 31 Dec, 18 | 176 | 23.08% | 18,825,913 | 61.20% | 81.65% | 2.55% | 109 | 62.69% | 39 | 5.41% |
| 30 Sep, 18 | 143 | -4.03% | 11,678,906 | -4.96% | 56.62% | 1.59% | 67 | -5.63% | 37 | -26.00% |
| 30 Jun, 18 | 149 | -5.10% | 12,288,262 | 4.90% | 59.67% | 1.84% | 71 | 1.43% | 50 | - |
| 31 Mar, 18 | 157 | - | 11,714,325 | 2.24% | 56.97% | 1.83% | 70 | -5.41% | 50 | -12.28% |
| 31 Dec, 17 | 157 | 6.08% | 11,457,303 | 1.38% | 55.87% | 1.84% | 74 | 1.37% | 57 | 42.50% |
| 30 Sep, 17 | 148 | 2.07% | 11,301,184 | 14.93% | 55.08% | 2.40% | 73 | 19.67% | 40 | -20.00% |
| 30 Jun, 17 | 145 | -4.61% | 9,833,320 | 6.02% | 47.96% | 2.34% | 61 | -21.79% | 50 | 28.21% |
| 31 Mar, 17 | 152 | 2.01% | 9,274,957 | 1.62% | 45.27% | 2.27% | 78 | -2.50% | 39 | -17.02% |
| 31 Dec, 16 | 149 | 15.50% | 9,126,708 | -3.45% | 44.62% | 2.09% | 80 | 66.67% | 47 | -6.00% |
| 30 Sep, 16 | 129 | -5.84% | 9,452,878 | 2.25% | 46.22% | 2.26% | 48 | -23.81% | 50 | 8.70% |
| 30 Jun, 16 | 137 | -3.52% | 9,245,045 | -3.74% | 45.24% | 2.04% | 63 | -25.00% | 46 | 39.39% |
| 31 Mar, 16 | 142 | 25.66% | 9,604,443 | 5.46% | 47.05% | 2.35% | 84 | 90.91% | 33 | -21.43% |
| 31 Dec, 15 | 113 | -3.42% | 9,107,412 | -1.76% | 44.73% | 2.16% | 44 | -29.03% | 42 | 44.83% |
| 30 Sep, 15 | 117 | 1.74% | 9,270,652 | -15.72% | 45.50% | 1.56% | 62 | 1.64% | 29 | -14.71% |
| 30 Jun, 15 | 115 | -5.74% | 10,999,282 | -0.29% | 54.03% | 1.83% | 61 | 1.67% | 34 | -8.11% |
| 31 Mar, 15 | 122 | 7.02% | 11,030,751 | -0.85% | 54.27% | 1.80% | 60 | 15.38% | 37 | -7.50% |
| 31 Dec, 14 | 114 | 15.15% | 11,125,489 | 1.68% | 54.89% | 1.88% | 52 | 36.84% | 40 | 8.11% |
| 30 Sep, 14 | 99 | -1.98% | 10,941,278 | 0.71% | 54.08% | 1.87% | 38 | -19.15% | 37 | 5.71% |
| 30 Jun, 14 | 101 | 13.48% | 10,864,576 | -0.28% | 53.75% | 1.85% | 47 | 51.61% | 35 | 6.06% |
| 31 Mar, 14 | 89 | 1.14% | 10,895,331 | 0.93% | 53.95% | 1.88% | 31 | -24.39% | 33 | 32.00% |
| 31 Dec, 13 | 88 | 3.53% | 10,795,250 | 0.37% | 53.54% | 1.88% | 41 | -4.65% | 25 | 4.17% |
| 30 Sep, 13 | 85 | 2.41% | 10,755,705 | 1.13% | 53.37% | 1.90% | 43 | -37.68% | 24 | 166.67% |
| 30 Jun, 13 | 83 | 219.23% | 10,635,386 | 321.71% | 52.98% | 29.10% | 69 | 360.00% | 9 | 125.00% |
| 31 Mar, 13 | 26 | -10.34% | 2,521,969 | -12.97% | 13.49% | 5.58% | 15 | 7.14% | 4 | -55.56% |
| 31 Dec, 12 | 29 | 3.57% | 2,897,947 | 15.08% | 15.55% | 8.53% | 14 | -12.50% | 9 | 80.00% |
| 30 Sep, 12 | 28 | -20.00% | 2,518,223 | -25.07% | 13.50% | 4.15% | 16 | -20.00% | 5 | -16.67% |
| 30 Jun, 12 | 35 | 29.63% | 3,360,597 | 2.17% | 18.04% | 5.78% | 20 | 81.82% | 6 | 20.00% |
| 31 Mar, 12 | 27 | - | 3,289,111 | -3.00% | 17.67% | 5.31% | 11 | -21.43% | 5 | -16.67% |
| 31 Dec, 11 | 27 | 8.00% | 3,390,953 | 13.35% | 18.25% | 7.04% | 14 | 55.56% | 6 | -25.00% |
| 30 Sep, 11 | 25 | -7.41% | 2,991,563 | -20.17% | 16.09% | 3.96% | 9 | -40.00% | 8 | 33.33% |
| 30 Jun, 11 | 27 | 3.85% | 3,747,225 | 18.07% | 20.17% | 6.91% | 15 | 15.38% | 6 | -25.00% |
| 31 Mar, 11 | 26 | - | 3,173,753 | 34.32% | 17.09% | 10.52% | 13 | -7.14% | 8 | 60.00% |
| 31 Dec, 10 | 26 | 18.18% | 2,362,795 | -1.46% | 12.74% | 7.62% | 14 | 55.56% | 5 | -37.50% |
| 30 Sep, 10 | 22 | -12.00% | 2,397,869 | -10.55% | 12.94% | 6.18% | 9 | -30.77% | 8 | 14.29% |
| 30 Jun, 10 | 25 | 13.64% | 2,680,743 | 22.17% | 14.47% | 10.31% | 13 | 30.00% | 7 | 16.67% |
| 31 Mar, 10 | 22 | - | 2,194,312 | -10.38% | 11.85% | 6.76% | 10 | -16.67% | 6 | 200.00% |
| 31 Dec, 09 | 22 | 4.76% | 2,448,489 | 68.32% | 13.24% | 21.39% | 12 | 33.33% | 2 | -60.00% |
| 30 Sep, 09 | 21 | -8.70% | 1,454,676 | 30.35% | 7.87% | 21.58% | 9 | -30.77% | 5 | - |
| 30 Jun, 09 | 23 | -4.17% | 1,115,979 | 2.64% | 6.04% | 17.42% | 13 | -18.75% | 5 | 25.00% |
| 31 Mar, 09 | 24 | 14.29% | 1,087,245 | -46.08% | 5.89% | 4.92% | 16 | 14.29% | 4 | 33.33% |
| 31 Dec, 08 | 21 | 5.00% | 2,016,310 | 9.46% | 10.94% | 10.94% | 14 | 27.27% | 3 | -40.00% |
| 30 Sep, 08 | 20 | 25.00% | 1,842,037 | 31.53% | 10.00% | 17.27% | 11 | 22.22% | 5 | -16.67% |
| 30 Jun, 08 | 16 | -20.00% | 1,400,418 | 3.64% | 7.61% | 14.08% | 9 | -25.00% | 6 | 200.00% |
| 31 Mar, 08 | 20 | -13.04% | 1,351,169 | 32.84% | 7.35% | 23.96% | 12 | - | 2 | -50.00% |
| 31 Dec, 07 | 23 | 15.00% | 1,017,120 | 27.04% | 5.54% | 29.10% | 12 | - | 4 | - |
| 30 Sep, 07 | 20 | 5.26% | 800,644 | 13.21% | 4.36% | 29.29% | 12 | 9.09% | 4 | 100.00% |
| 30 Jun, 07 | 19 | 5.56% | 707,240 | 34.32% | 3.86% | 46.62% | 11 | 37.50% | 2 | -33.33% |
| 31 Mar, 07 | 18 | - | 526,517 | -2.87% | 2.88% | 32.72% | 8 | -33.33% | 3 | - |
| 31 Dec, 06 | 18 | 63.64% | 542,093 | 120.12% | 2.97% | 163.34% | 12 | 71.43% | 3 | 200.00% |
| 30 Sep, 06 | 11 | 22.22% | 246,267 | -29.89% | 1.35% | 36.46% | 7 | 16.67% | 1 | -66.67% |
| 30 Jun, 06 | 9 | -18.18% | 351,248 | 36.84% | 1.92% | 97.40% | 6 | -45.45% | 3 | - |
| 31 Mar, 06 | 11 | 22.22% | 256,689 | 117.42% | 1.40% | 336.46% | 11 | 450.00% | - | -100.00% |
| 31 Dec, 05 | 9 | 28.57% | 118,061 | 116.76% | 0.65% | 727.14% | 2 | - | 5 | 25.00% |
| 30 Sep, 05 | 7 | - | 54,466 | 7.79% | 0.30% | 389.66% | 2 | -60.00% | 4 | 100.00% |
| 30 Jun, 05 | 7 | -12.50% | 50,532 | -54.52% | 0.28% | 74.79% | 5 | 66.67% | 2 | -33.33% |
| 31 Mar, 05 | 8 | 14.29% | 111,097 | 0.91% | 0.61% | 167.46% | 3 | -40.00% | 3 | - |
| 31 Dec, 04 | 7 | 75.00% | 110,093 | 22.64% | 0.60% | 245.81% | 5 | 150.00% | - | - |
| 30 Sep, 04 | 4 | 33.33% | 89,770 | 9.00% | 0.50% | 240.20% | 2 | - | - | -100.00% |
| 30 Jun, 04 | 3 | -62.50% | 82,357 | -49.94% | 0.45% | 56.00% | - | -100.00% | 3 | - |
| 31 Mar, 04 | 8 | 14.29% | 164,515 | 283.86% | 0.90% | 1636.23% | 8 | 166.67% | - | -100.00% |
| 31 Dec, 03 | 7 | - | 42,858 | -14.82% | 0.23% | 521.02% | 3 | -40.00% | 3 | 200.00% |
| 30 Sep, 03 | 7 | 40.00% | 50,316 | 176.43% | 0.21% | 2138.15% | 5 | 150.00% | 1 | -50.00% |
| 30 Jun, 03 | 5 | - | 18,202 | -40.80% | 0.10% | 351.75% | 2 | -33.33% | 2 | - |
| 31 Mar, 03 | 5 | -16.67% | 30,745 | -7.02% | 0.17% | 513.70% | 3 | -40.00% | - | - |
| 31 Dec, 02 | 6 | 100.00% | 33,068 | 126.03% | 0.18% | 2813.59% | 5 | 150.00% | - | - |
| 30 Sep, 02 | 3 | -25.00% | 14,630 | -16.06% | 0.08% | 881.76% | 2 | 100.00% | - | -100.00% |
| 30 Jun, 02 | 4 | -20.00% | 17,430 | -21.74% | 0.10% | 651.40% | 1 | -75.00% | 2 | - |
| 31 Mar, 02 | 5 | 66.67% | 22,272 | 78.58% | 0.12% | 2594.73% | 4 | 33.33% | - | - |
| 31 Dec, 01 | 3 | -25.00% | 12,472 | -1.11% | 0.07% | 1433.19% | 3 | - | - | - |
| 30 Sep, 01 | 4 | - | 12,612 | -66.72% | 0.07% | 160.46% | 3 | 50.00% | - | -100.00% |
| 30 Jun, 01 | 4 | -20.00% | 37,895 | 150.69% | 0.21% | 3031.20% | 2 | - | 1 | -50.00% |
| 31 Mar, 01 | 5 | -16.67% | 15,116 | -31.11% | 0.08% | 573.61% | 2 | - | 2 | 100.00% |
| 31 Dec, 00 | 6 | 20.00% | 21,942 | 35.14% | 0.12% | 1519.01% | 2 | - | 1 | - |
| 30 Sep, 00 | 5 | - | 16,237 | 5.82% | 0.09% | 1272.25% | 2 | - | 1 | - |
| 30 Jun, 00 | 5 | 25.00% | 15,344 | 96.11% | 0.08% | 4561.92% | 2 | -50.00% | - | - |
| 31 Mar, 00 | 4 | 100.00% | 7,824 | 150.93% | 0.04% | 14674.27% | 4 | 100.00% | - | - |
| 31 Dec, 99 | 2 | - | 3,118 | -90.77% | 0.02% | 49.92% | 2 | - | - | - |
| 30 Sep, 99 | 2 | - | 33,788 | -27.84% | 0.18% | 305.12% | 2 | 100.00% | - | -100.00% |
| 30 Jun, 99 | 2 | - | 46,821 | 1.81% | 0.25% | 421.05% | 1 | -50.00% | 1 | - |
| 31 Mar, 99 | 2 | - | 45,989 | - | 0.24% | - | 2 | - | - | - |
SJW Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of SJW Group's stock was made by Brown Willie D. Jr. on Jun 03 2024, selling 93 shares at $54.71 per share (valued at $5.09K).
SJW Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 3 | 2 | 150.00% |
| Q1 2024 | 16 | 20 | 80.00% |
| Q4 2023 | 2 | - | - |
| Q3 2023 | 3 | 2 | 150.00% |
| Q2 2023 | 9 | 2 | 450.00% |
| Q1 2023 | 19 | 22 | 86.36% |
| Q4 2022 | 3 | 7 | 42.86% |
| Q3 2022 | 7 | 1 | 700.00% |
| Q2 2022 | 10 | 1 | 1000.00% |
| Q1 2022 | 20 | 22 | 90.91% |
| Q4 2021 | 3 | 6 | 50.00% |
| Q3 2021 | 8 | - | - |
| Q2 2021 | 12 | 2 | 600.00% |
| Q1 2021 | 21 | 15 | 140.00% |
| Q4 2020 | 7 | 11 | 63.64% |
| Q3 2020 | 7 | - | - |
| Q2 2020 | 13 | 9 | 144.44% |
| Q1 2020 | 26 | 44 | 59.09% |
| Q4 2019 | 23 | 22 | 104.55% |
| Q3 2019 | 5 | - | - |
3 total buy trades, and 2 total sell trades (buy/sell ratio of 1.50%) were made by SJW Group's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 1 | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | - | 4 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | 2 | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | 5 | - |
| Q3 2020 | - | - | - |
| Q2 2020 | 1 | 6 | 16.67% |
| Q1 2020 | 4 | 19 | 21.05% |
| Q4 2019 | 9 | 12 | 75.00% |
| Q3 2019 | 1 | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of SJW Group's stocks.
SJW Ownership FAQ
Who Owns SJW Group?
SJW Group is owned by institutional shareholders (76.93%), insiders (8.59%), and public (14.48%). The largest institutional shareholder of SJW Group is BLACKROCK INC. (17.54% of total shares) and the top mutual fund owner is GABELLI UTILITIES FUND (0.12% of total shares).
Who are the major institutional shareholders of SJW Group?
SJW Group's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, NUANCE INVESTMENTS, LLC, and CERITY PARTNERS LLC. The top five shareholders own together 39.78% of the company's share outstanding.
How many SJW Group shareholders are there?
As of Jun 2024, there are 211 institutional shareholders of SJW Group.
What percentage of SJW Group is owned by BLACKROCK INC?
BLACKROCK INC owns 5.63M shares of SJW Group, representing 17.54% of the company's total shares outstanding, valued at $305.12M (as of Jun 2024).
What percentage of SJW Group is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 2.46M shares of SJW Group (SJW), compromising 7.68% of the company, valued at $133.59M.
What percentage of SJW Group is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of SJW Group. The company owns 1.65M of the company's shares outstanding (worth $89.41B).