$CWT

$47.82 +$0.06 (0.13%) Close

$CWT Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 61.8M shares outstanding

Who owns CWT?

By type of holder

Institutions 89.3% Insiders 0.8% Everyone else 9.9%

Concentration Top 10 holders own 55.0%

BlackRock, Inc. 17.4% · Vanguard Portfolio Management LLC 7.1%

Institutional ownership

89.3%

+6.4 pts vs last qtr

Institutional holders

346

+7 vs last qtr

Net shares bought

+4.0M

by institutions in Q2 2026

New / sold out

55 / 48

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

ATLAS Infrastructure Partners (UK) Ltd. NEW +2.0M
ANTIPODES PARTNERS Ltd NEW +753.4K

Biggest sellers in Q2 2026

Cbre Investment Management Listed Real Assets LLC SOLD OUT −647.5K
Nuance Investments, LLC −507.7K

Who is planning to sell?

Notices of proposed sale, last 12 months

$517K

3 notices from 2 people

Shares covered

11.3K

0.02% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Krummel Thomas M Director $345K
Michael Mares Officer $171K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+24.3%

+2.45% a year

Each share's claim on the business

−19.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$16.6M vs $44.1M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years69% 3–5 years14% 1–3 years9% Under 1 year9%

Quarterly turnover

10.1%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting CWT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	10.8M	17.39%	+446.9K (+4.3%)	≤2021	0.0%
Shares held by quarter Peak holding11.2M (Q4'24) Change over 8 quarters+329.5K Share of the company17.390% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	4.4M	7.08%	+90.0K (+2.1%)	≤2021	0.0%
Shares held by quarter Peak holding4.4M (Q2'26) Change over 8 quarters+4.4M Share of the company7.080% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

10.8M

% of company

17.39%

Change vs last qtr

+446.9K (+4.3%)

Held since

≤2021

Vanguard Portfolio Management LLC

4.4M

% of company

7.08%

Change vs last qtr

+90.0K (+2.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding California Water Service Group, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CWT on Form N-PORT; together they hold 46.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$175M	3.6M	5.83%	0.16%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$92.4M	1.9M	3.07%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$175M

% of company

5.83%

% of the fund

0.16%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$92.4M

% of company

3.07%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding California Water Service Group and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KM Kropelnicki Martin A Insider	147.3K	0.24%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.240% Kropelnicki Martin A's insider activity →
WR Webb Ronald D Insider	26.6K	0.04%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.040% Webb Ronald D's insider activity →

Kropelnicki Martin A

Insider

147.3K

% of company

0.24%

Change vs last qtr

—

Held since

—

Webb Ronald D

Insider

26.6K

% of company

0.04%

Change vs last qtr

—

Held since

—

24 more holders behind a free account

See every insider and 5%+ holder of California Water Service Group.

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