13FBOX
CALIFORNIA WTR SVC GROUP COM · 13F Institutional Holdings
Options Calculator Rankings

CALIFORNIA WTR SVC GROUP COM

CWT
Institutions
340
Combined AUM (Q2 2026)
$2.69B
Combined Shares (Q2 2026)
55.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+7.3M
189 · 51 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-3.6M
141 · 47 Exit · ≈
⚖️ Net
+3.6M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.69B
Institutions
340
New Buys
51
Adds
138
Reduces
94
Exits
47
Unchanged
57
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.01%0.01%#111$523.3M10.8M$467.4M10.3M+446,943+4.34%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#100$213.1M4.4M$194.5M4.3M+89,998+2.10%Add
T. Rowe Price Investment Management, Inc.
0.11%0.11%#27$171.1M3.5M$155.0M3.4M+98,811+2.89%Add
Amundi
0.04%0.04%#50$169.7M3.5M$157.4M3.5M+15,862+0.46%Add
STATE STREET CORP
<0.01%<0.01%#135$158.9M3.3M$140.7M3.1M+164,191+5.29%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#174$130.9M2.7M$120.8M2.7M+25,438+0.95%Add
ATLAS Infrastructure Partners (UK) Ltd.
2.93%#3$96.6M2.0M$00+2.0MNew Buy
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#146$75.7M1.6M$66.9M1.5M+79,986+5.42%Add
FIRST TRUST ADVISORS LP
0.04%0.04%#53$63.2M1.3M$61.4M1.4M-54,110-4.00%Reduce
FMR LLC
<0.01%<0.01%#177$62.3M1.3M$63.0M1.4M-108,608-7.81%Reduce
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#95$57.2M1.2M$52.5M1.2M+16,555+1.43%Add
NUANCE INVESTMENTS, LLC
9.07%10.14%#1$53.3M1.1M$72.7M1.6M-507,671-31.66%Reduce
Invesco Ltd.
<0.01%0.01%#153$47.4M974,775$45.4M1.0M-27,457-2.74%Reduce
MORGAN STANLEY
<0.01%<0.01%#181$46.1M948,112$36.8M802,125+145,987+18.20%Add
Legal & General Group Plc
0.01%0.01%#105$39.3M807,510$35.3M777,542+29,968+3.85%Add
ANTIPODES PARTNERS Ltd
0.67%#8$36.7M753,386$00+753,386New Buy
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
0.05%#43$36.4M747,216$00+747,216New Buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%0.01%#136$35.3M725,290$33.0M728,456-3,166-0.43%Reduce
NORTHERN TRUST CORP
<0.01%<0.01%#150$34.5M708,763$28.9M637,303+71,460+11.21%Add
AQR CAPITAL MANAGEMENT LLC
0.01%<0.01%#89$33.2M681,791$7.7M169,731+512,060+301.69%Add
KBC Group NV
0.06%0.07%#39$28.1M577,247$26.2M577,24700.00%Unchanged
Bank of New York Mellon Corp
<0.01%<0.01%#144$25.6M527,076$23.0M506,702+20,374+4.02%Add
Triodos Investment Management BV
1.46%1.42%#5$24.0M493,000$18.8M414,000+79,000+19.08%Add
Beck Bode, LLC
3.13%3.16%#2$20.8M426,692$18.7M411,714+14,978+3.64%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#142$19.3M397,640$17.5M386,412+11,228+2.91%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.01%0.01%#109$17.8M365,464$11.7M257,970+107,494+41.67%Add
VICTORY CAPITAL MANAGEMENT INC
0.01%0.01%#101$16.1M331,132$14.6M321,315+9,817+3.06%Add
PRINCIPAL FINANCIAL GROUP INC
0.01%0.01%#115$14.1M289,290$13.1M289,623-333-0.11%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#154$13.8M283,593$13.4M294,518-10,925-3.71%Reduce
Nuveen, LLC
<0.01%0.01%#161$13.4M274,427$19.3M425,114-150,687-35.45%Reduce
AMERICAN CENTURY COMPANIES INC
0.01%0.01%#130$11.9M245,038$11.8M261,258-16,220-6.21%Reduce
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#193$11.9M244,401$10.6M234,733+9,668+4.12%Add
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.03%0.03%#62$10.0M205,645$9.7M213,166-7,521-3.53%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#249$9.6M197,125$12.9M283,976-86,851-30.58%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#234$9.6M196,394$1.6M34,698+161,696+466.01%Add
D. E. Shaw & Co., Inc.
<0.01%<0.01%#140$9.4M192,514$3.8M82,792+109,722+132.53%Add
DUFF & PHELPS INVESTMENT MANAGEMENT CO
0.08%0.04%#30$8.9M183,197$3.9M85,115+98,082+115.23%Add
UBS Group AG
<0.01%<0.01%#237$8.4M172,659$8.4M185,826-13,167-7.09%Reduce
ProShare Advisors LLC
0.01%0.01%#91$7.9M162,729$6.9M152,050+10,679+7.02%Add
RHUMBLINE ADVISERS
0.01%0.01%#123$7.7M158,336$7.9M174,397-16,061-9.21%Reduce
FEDERATED HERMES, INC.
0.01%0.01%#92$7.5M155,114$5.9M129,191+25,923+20.07%Add
PANAGORA ASSET MANAGEMENT INC
0.02%#67$7.4M152,982$00+152,982New Buy
RENAISSANCE TECHNOLOGIES LLC
0.01%0.01%#99$7.0M144,200$4.6M100,400+43,800+43.63%Add
GABELLI FUNDS LLC
0.04%0.01%#49$6.9M141,088$2.0M43,200+97,888+226.59%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#284$6.8M135,513$7.0M151,087-15,574-10.31%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#278$6.5M133,752$5.5M121,899+11,853+9.72%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#223$6.3M130,513$6.2M136,151-5,638-4.14%Reduce
Meiji Yasuda Asset Management Co Ltd.
0.27%0.3%#15$6.0M123,523$6.1M134,116-10,593-7.90%Reduce
Mariner, LLC
0.01%0.01%#120$5.9M122,186$6.3M138,231-16,045-11.61%Reduce
Swiss National Bank
<0.01%<0.01%#166$5.8M119,700$5.3M117,500+2,200+1.87%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow