13F Insight
DOSSIER · 13F Holders · Q1 2026Utilities · Water SupplyCyclicalNet sold
CWT

CALIFORNIA WTR SVC GROUP

355 institutions still hold CALIFORNIA WTR SVC GROUP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 130788102·Water Supply·355 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.9%
vs prior quarter
13F value held
$1.7B
71.0% inst. owned
of float
Holders
355
+81 QoQ
filers reporting
Activity
+38 / −91
+899 added · −828 reduced
this quarter
Concentration
27.50%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

355 institutions reported CWT in Q1 2026. BlackRock, Inc. leads at 27.5% of the visible book. +81 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$467M10.3M0.01%Q1 202602
Vanguard Portfolio Management
CIK 0002100121· Index
$194M4.3M0.01%Q1 202603
Amundi
CIK 0001330387
$157M3.5M0.04%Q1 202604
STATE STREET CORP
CIK 0000093751
$141M3.1M0.00%Q1 202605
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$121M2.7M0.00%Q1 202606
NUANCE INVESTMENTS, LLC
CIK 0001473182
$73M1.6M10.14%Q1 202607
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$67M1.5M0.00%Q1 202608
FMR LLC
CIK 0000315066
$63M1.4M0.00%Q1 202609
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$61M1.4M0.04%Q1 202610
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$53M1.2M0.01%Q1 202611
MORGAN STANLEY
CIK 0000895421
$51M1.1M0.00%Q1 202612
Invesco Ltd.
CIK 0000914208
$45M1.0M0.01%Q1 202613
Legal & General Group Plc
CIK 0000764068
$35M778K0.01%Q1 202614
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$33M728K0.01%Q1 202615
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
CIK 0001033984
$29M648K0.44%Q1 202616
NORTHERN TRUST CORP
CIK 0000073124· Index
$29M637K0.00%Q1 202617
Bank of New York Mellon Corp
CIK 0001390777
$23M507K0.00%Q1 202618
Nuveen, LLC
CIK 0001871926
$19M425K0.01%Q1 202619
Triodos Investment Management BV
CIK 0001748729
$19M414K1.42%Q1 202620
Beck Bode, LLC
CIK 0001790548
$19M412K3.16%Q1 2026
Page 1 of 18
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