California Water Service Group (CWT) shareholders
CWTNYSEWater SupplyFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 10/3011% below fair value
$49.39−0.28 (-0.56%)
Close on Nov 12, 2026Market cap $3.11BP/E 22.0Yield 2.51%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
88.0%
55M of 63M shares
Institutional holders
344
52 new, 42 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
1 buys · 10 sales
Net sold $1.01M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 10,201,874 | 17.10% | 13G (passive) amendment | Jun 30, 2025 |
| Vanguard Portfolio Management | 4,312,668 | 7.23% | 13G (passive) | Mar 31, 2026 |
| Amundi Joint filing with Amundi Asset Management (5.83%) | 3,489,311 | 5.83% | 13G (passive) amendment | Jun 30, 2026 |
| Amundi Asset Management Joint filing with Amundi (5.32%) | 3,291,588 | 5.32% | 13G (passive) amendment | Sep 30, 2026 |
| Vanguard Capital Management | 3,154,734 | 5.28% | 13G (passive) | Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 2,962,783 | 5.00% | 13G (passive) amendment | Dec 31, 2024 |
| State Street Corporation | – | 5.95% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CWT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,755,498 | 17.11% | $523.25M | +446,943 | 0.01% |
| Vanguard Portfolio Management LLC | 4,379,671 | 6.97% | $213.07M | +89,998 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 3,517,105 | 5.59% | $171.11M | +98,811 | 0.11% |
| Amundi | 3,486,859 | 5.55% | $169.74M | +15,862 | 0.04% |
| State Street Corp | 3,266,850 | 5.20% | $158.93M | +164,191 | 0.00% |
| Vanguard Capital Management LLC | 2,690,663 | 4.28% | $130.90M | +25,438 | 0.00% |
| ATLAS Infrastructure Partners (UK) Ltd. | 1,984,605 | 3.16% | $96.55M | New | 2.93% |
| Geode Capital Management, LLC | 1,555,391 | 2.47% | $75.68M | +79,986 | 0.00% |
| First Trust Advisors LP | 1,300,055 | 2.07% | $63.25M | −54,110 | 0.04% |
| FMR LLC | 1,281,406 | 2.04% | $62.34M | −108,608 | 0.00% |
| Dimensional Fund Advisors LP | 1,174,914 | 1.87% | $57.16M | +16,555 | 0.01% |
| Nuance Investments, LLC | 1,096,077 | 1.74% | $53.32M | −507,671 | 9.07% |
| Invesco Ltd. | 974,775 | 1.55% | $47.42M | −27,457 | 0.00% |
| Morgan Stanley | 948,112 | 1.51% | $46.13M | −170,593 | 0.00% |
| Legal & General Group Plc | 807,510 | 1.28% | $39.29M | +29,968 | 0.01% |
| ANTIPODES PARTNERS Ltd | 753,386 | 1.20% | $36.65M | New | 0.67% |
| Nomura Asset Management International Inc. | 747,216 | 1.19% | $36.35M | New | 0.05% |
| Charles Schwab Investment Management Inc | 725,290 | 1.15% | $35.29M | −3,166 | 0.00% |
| Northern Trust Corp | 708,763 | 1.13% | $34.48M | +71,460 | 0.00% |
| Aqr Capital Management LLC | 681,791 | 1.08% | $33.17M | +512,060 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 344 | 55M | 88.0% | 52 / 139 | 98 / 42 | 7M | 3M |
| Q1 2026 | 339 | 51M | 81.5% | 46 / 139 | 89 / 33 | 11M | 3M |
| Q4 2025 | 330 | 51M | 80.9% | 38 / 98 | 130 / 38 | 3M | 3M |
| Q3 2025 | 337 | 50M | 80.1% | 36 / 122 | 110 / 31 | 3M | 3M |
| Q2 2025 | 338 | 50M | 80.3% | 42 / 126 | 116 / 31 | 3M | 3M |
| Q1 2025 | 330 | 51M | 80.4% | 47 / 120 | 102 / 36 | 4M | 2M |
| Q4 2024 | 323 | 49M | 78.2% | 41 / 128 | 100 / 39 | 4M | 3M |
| Q3 2024 | 324 | 49M | 77.3% | 56 / 100 | 107 / 27 | 14M | 4M |
| Q2 2024 | 299 | 48M | 77.1% | 56 / 86 | 105 / 29 | 3M | 5M |
| Q1 2024 | 275 | 51M | 80.4% | 32 / 98 | 96 / 37 | 5M | 3M |
| Q4 2023 | 284 | 49M | 77.4% | 43 / 85 | 106 / 27 | 2M | 2M |
| Q3 2023 | 271 | 48M | 76.1% | 23 / 104 | 92 / 36 | 5M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
294 funds held CWT in Q2 2026, 64% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of CWT | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3,606,330 | 5.74% | $175.45M | 0.16% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,899,285 | 3.02% | $92.40M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,575,925 | 2.51% | $76.67M | 0.09% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,372,578 | 2.18% | $66.78M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Value Fund | 1,281,035 | 2.04% | $64.19M | 1.17% | Jul 31, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 928,280 | 1.48% | $45.16M | 0.43% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 792,932 | 1.26% | $38.58M | 0.08% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 730,311 | 1.16% | $35.53M | 0.38% | Jun 30, 2026 |
| First Trust Value Line Dividend Index Fund | 693,425 | 1.10% | $33.74M | 0.42% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 686,644 | 1.09% | $33.41M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 665,710 | 1.06% | $33.36M | 0.10% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 601,423 | 0.96% | $29.26M | 0.14% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 575,538 | 0.92% | $28.00M | 0.19% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 550,670 | 0.88% | $26.79M | 0.16% | Jun 30, 2026 |
| First Trust Water ETF | 533,228 | 0.85% | $25.94M | 1.40% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Gregory Dale Shimansky | VP, Rates & Reg Affairs | 446 | 0.00% | Nov 5, 2026 |
| Elissa Y. Ouyang | VP Facilities Fleet Procure IT | 14,805 | 0.02% | Sep 8, 2026 |
| Michael S. Mares JR | SVP Operations | 8,252 | 0.01% | Sep 8, 2026 |
| Thomas A. Scanlon | VP, Corporate Controller & PAO | 5,690 | 0.01% | Sep 8, 2026 |
| Sophie Marwieh James | VP Water Qual | 8,287 | 0.01% | Sep 8, 2026 |
| Kenneth G. Jenkins | VP Water Res Plan & Sustain | 5,126 | 0.01% | Sep 8, 2026 |
| Shawn C. Bunting | SVP, Chief Legal Officer & BD | 4,574 | 0.01% | Sep 8, 2026 |
| Michael B. Luu | SVP Corp Svce & Chief Risk Of | 23,744 | 0.04% | Sep 8, 2026 |
| Michelle R. Mortensen | VP Corp Sect, Gov & Assurance | 12,807 | 0.02% | Sep 8, 2026 |
| Kristan A. Hamner | VP, Chief Human Resource Offcr | 2,979 | 0.00% | Sep 8, 2026 |
| Shannon C. Dean | SVP, Cust Svc & Chief Sust Of | 23,613 | 0.04% | Sep 8, 2026 |
| Martin A. Kropelnicki | Chairman President & CEO | 147,287 | 0.23% | Sep 8, 2026 |
| James Patrick Lynch | SVP CFO and Treasurer | 6,486 | 0.01% | Sep 8, 2026 |
| Todd Kenneth Peters | Vice President, Engineering | 8,259 | 0.01% | Sep 8, 2026 |
| Greg A. Milleman | VP Rates & Regulatory Affairs | 13,708 | 0.02% | Jun 8, 2026 |
| Ronald D. Webb | VP, Human Resources | 26,580 | 0.04% | Mar 11, 2025 |
| Thomas M. Krummel | Director | 16,404 | 0.03% | Nov 9, 2026 |
| Carol M. Pottenger | Director | 16,530 | 0.03% | Nov 5, 2026 |
| Lester A. Snow | Director | 17,817 | 0.03% | Sep 1, 2026 |
| Jeffrey Kightlinger | Director | 8,355 | 0.01% | Mar 5, 2026 |
| Scott L. Morris | Director | 15,209 | 0.02% | Mar 5, 2026 |
| Charles R. Patton | Director | 9,062 | 0.01% | Mar 5, 2026 |
| Gregory E. Aliff | Director | 26,395 | 0.04% | Mar 5, 2026 |
| Shelly Marian Esque | Director | 18,331 | 0.03% | Mar 5, 2026 |
| Yvonne Aida Maldonado | Director | 12,635 | 0.02% | Mar 5, 2026 |
| Patricia K. Wagner | Director | 15,214 | 0.02% | Mar 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Thomas M. Krummel Director | Nov 6, 2026 | Sale | −3,700 | $50.81 | $188.02K | 16,404 |
| Gregory Dale Shimansky VP, Rates & Reg Affairs | Nov 4, 2026 | Sale | −978.426 | $50.00 | $48.92K | 446 |
| Carol M. Pottenger Director | Nov 4, 2026 | Sale | −2,657 | $49.92 | $132.65K | 16,530 |
| Michelle R. Mortensen VP Corp Sect, Gov & Assurance | Sep 5, 2026 | Tax withholding | −73 | $50.03 | $3.65K | 12,807 |
| Michael B. Luu SVP Corp Svce & Chief Risk Of | Sep 5, 2026 | Tax withholding | −68 | $50.03 | $3.40K | 23,744 |
| Shawn C. Bunting SVP, Chief Legal Officer & BD | Sep 5, 2026 | Tax withholding | −69 | $50.03 | $3.45K | 4,574 |
| Kenneth G. Jenkins VP Water Res Plan & Sustain | Sep 5, 2026 | Tax withholding | −38 | $50.03 | $1.90K | 5,126 |
| Todd Kenneth Peters Vice President, Engineering | Sep 5, 2026 | Tax withholding | −40 | $50.03 | $2.00K | 8,259 |
| James Patrick Lynch SVP CFO and Treasurer | Sep 5, 2026 | Tax withholding | −48 | $50.03 | $2.40K | 6,486 |
| Martin A. Kropelnicki Chairman President & CEO | Sep 5, 2026 | Tax withholding | −493 | $50.03 | $24.66K | 147,287 |
| Shannon C. Dean SVP, Cust Svc & Chief Sust Of | Sep 5, 2026 | Tax withholding | −72 | $50.03 | $3.60K | 23,613 |
| Thomas A. Scanlon VP, Corporate Controller & PAO | Sep 5, 2026 | Tax withholding | −30 | $50.03 | $1.50K | 5,690 |
| Michael S. Mares JR SVP Operations | Sep 5, 2026 | Tax withholding | −67 | $50.03 | $3.35K | 8,252 |
| Elissa Y. Ouyang VP Facilities Fleet Procure IT | Sep 5, 2026 | Tax withholding | −66 | $50.03 | $3.30K | 14,805 |
| Sophie Marwieh James VP Water Qual | Sep 5, 2026 | Tax withholding | −50 | $50.03 | $2.50K | 8,287 |
| Kristan A. Hamner VP, Chief Human Resource Offcr | Sep 4, 2026 | Tax withholding | −42 | $50.03 | $2.10K | 2,979 |
| Michelle R. Mortensen VP Corp Sect, Gov & Assurance | Sep 4, 2026 | Tax withholding | −75 | $50.03 | $3.75K | 12,880 |
| Michael B. Luu SVP Corp Svce & Chief Risk Of | Sep 4, 2026 | Tax withholding | −70 | $50.03 | $3.50K | 23,812 |
| Shawn C. Bunting SVP, Chief Legal Officer & BD | Sep 4, 2026 | Tax withholding | −71 | $50.03 | $3.55K | 4,643 |
| Kenneth G. Jenkins VP Water Res Plan & Sustain | Sep 4, 2026 | Tax withholding | −64 | $50.03 | $3.20K | 5,164 |
| Todd Kenneth Peters Vice President, Engineering | Sep 4, 2026 | Tax withholding | −41 | $50.03 | $2.05K | 8,299 |
| James Patrick Lynch SVP CFO and Treasurer | Sep 4, 2026 | Tax withholding | −50 | $50.03 | $2.50K | 6,534 |
| Martin A. Kropelnicki Chairman President & CEO | Sep 4, 2026 | Tax withholding | −505 | $50.03 | $25.27K | 147,780 |
| Shannon C. Dean SVP, Cust Svc & Chief Sust Of | Sep 4, 2026 | Tax withholding | −75 | $50.03 | $3.75K | 23,685 |
| Thomas A. Scanlon VP, Corporate Controller & PAO | Sep 4, 2026 | Tax withholding | −30 | $50.03 | $1.50K | 5,720 |
| Michael S. Mares JR SVP Operations | Sep 4, 2026 | Tax withholding | −69 | $50.03 | $3.45K | 8,319 |
| Elissa Y. Ouyang VP Facilities Fleet Procure IT | Sep 4, 2026 | Tax withholding | −68 | $50.03 | $3.40K | 14,871 |
| Sophie Marwieh James VP Water Qual | Sep 4, 2026 | Tax withholding | −51 | $50.03 | $2.55K | 8,337 |
| Lester A. Snow Director | Sep 1, 2026 | Sale | −500 | $50.21 | $25.11K | 17,817 |
| Thomas M. Krummel Director | Aug 13, 2026 | Sale | −3,700 | $50.37 | $186.37K | 20,104 |
| Gregory Dale Shimansky VP, Rates & Reg Affairs | Aug 4, 2026 | Award | +446 | – | – | 1,311 |
| Todd Kenneth Peters Vice President, Engineering | Jun 5, 2026 | Tax withholding | −40 | $45.82 | $1.83K | 8,340 |
| Elissa Y. Ouyang VP Facilities Fleet Procure IT | Jun 5, 2026 | Tax withholding | −66 | $45.82 | $3.02K | 14,939 |
| Thomas A. Scanlon VP, Corporate Controller & PAO | Jun 5, 2026 | Tax withholding | −30 | $45.82 | $1.37K | 5,723 |
| Shannon C. Dean SR. VP, Cust Svc & Chief Sust | Jun 5, 2026 | Tax withholding | −73 | $45.82 | $3.34K | 23,742 |
| James Patrick Lynch SVP CFO and Treasurer | Jun 5, 2026 | Tax withholding | −49 | $45.82 | $2.25K | 6,583 |
| Michael B. Luu SVP Corp Svce & Chief Risk Of | Jun 5, 2026 | Tax withholding | −69 | $45.82 | $3.16K | 23,807 |
| Greg A. Milleman VP Rates & Regulatory Affairs | Jun 5, 2026 | Tax withholding | −66 | $45.82 | $3.02K | 13,708 |
| Shawn C. Bunting Sr. VP, GC and Business Dev | Jun 5, 2026 | Tax withholding | −69 | $45.82 | $3.16K | 4,714 |
| Michael S. Mares JR SVP Operations | Jun 5, 2026 | Tax withholding | −68 | $45.82 | $3.12K | 8,388 |
| Martin A. Kropelnicki Chairman President & CEO | Jun 5, 2026 | Tax withholding | −493 | $45.82 | $22.59K | 148,285 |
| Sophie Marwieh James VP Water Qual | Jun 5, 2026 | Tax withholding | −50 | $45.82 | $2.29K | 8,321 |
| Michelle R. Mortensen VP Corp Sect, Gov & Assurance | Jun 5, 2026 | Tax withholding | −73 | $45.82 | $3.34K | 12,954 |
| Kenneth G. Jenkins VP Water Res Plan & Sustain | Jun 5, 2026 | Tax withholding | −38 | $45.82 | $1.74K | 5,228 |
| Todd Kenneth Peters Vice President, Engineering | Jun 4, 2026 | Tax withholding | −40 | $45.24 | $1.81K | 8,380 |
| Elissa Y. Ouyang VP Facilities Fleet Procure IT | Jun 4, 2026 | Tax withholding | −67 | $45.24 | $3.03K | 15,005 |
| Thomas A. Scanlon VP, Corporate Controller & PAO | Jun 4, 2026 | Tax withholding | −30 | $45.24 | $1.36K | 5,753 |
| Kristan A. Hamner VP, Chief Human Resource Offcr | Jun 4, 2026 | Tax withholding | −41 | $45.24 | $1.85K | 3,004 |
| Shannon C. Dean SR. VP, Cust Svc & Chief Sust | Jun 4, 2026 | Tax withholding | −74 | $45.24 | $3.35K | 23,815 |
| James Patrick Lynch SVP CFO and Treasurer | Jun 4, 2026 | Tax withholding | −49 | $45.24 | $2.22K | 6,632 |
| Michael B. Luu SVP Corp Svce & Chief Risk Of | Jun 4, 2026 | Tax withholding | −70 | $45.24 | $3.17K | 23,876 |
| Greg A. Milleman VP Rates & Regulatory Affairs | Jun 4, 2026 | Tax withholding | −67 | $45.24 | $3.03K | 13,774 |
| Shawn C. Bunting Sr. VP, GC and Business Dev | Jun 4, 2026 | Tax withholding | −70 | $45.24 | $3.17K | 4,783 |
| Michael S. Mares JR SVP Operations | Jun 4, 2026 | Tax withholding | −69 | $45.24 | $3.12K | 8,456 |
| Martin A. Kropelnicki Chairman President & CEO | Jun 4, 2026 | Tax withholding | −504 | $45.24 | $22.80K | 148,778 |
| Sophie Marwieh James VP Water Qual | Jun 4, 2026 | Tax withholding | −51 | $45.24 | $2.31K | 8,371 |
| Michelle R. Mortensen VP Corp Sect, Gov & Assurance | Jun 4, 2026 | Tax withholding | −74 | $45.24 | $3.35K | 13,027 |
| Kenneth G. Jenkins VP Water Res Plan & Sustain | Jun 4, 2026 | Tax withholding | −63 | $45.24 | $2.85K | 5,266 |
| Lester A. Snow Director | May 27, 2026 | Sale | −1,100 | $44.00 | $48.40K | 18,316 |
| Thomas M. Krummel Director | May 21, 2026 | Sale | −3,700 | $43.30 | $160.21K | 23,805 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
3.63%
2M shares short
Days to cover
5.7
At 0M shares a day
Change since last report
-2.6%
From 2M shares
Short volume, 20 days
55.5%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of California Water Service's stock actually held short. Settlement fails (shares not delivered on time) peaked at 2,977 shares on Oct 9, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Thomas M. Krummel Director | Nov 6, 2026 | 3,700 | $187.00K | Nov 6, 2026 | Restricted Stock Vesting |
| Carol M. Pottenger Director | Nov 4, 2026 | 2,657 | $132.65K | Nov 4, 2026 | Restricted Stock |
| Thomas M. Krummel Director | Aug 13, 2026 | 3,700 | $184.93K | Aug 13, 2026 | Restricted Stock Vesting |
| Thomas M. Krummel Director | May 21, 2026 | 3,700 | $160.40K | May 21, 2026 | Restricted Stock Vesting |
| Michael S. Mares JR Officer | Mar 20, 2026 | 3,892 | $171.25K | Mar 20, 2026 | Restricted Stock |
| Michael B. Luu Officer, Sr. VP Corp. Svcs. & Chief Risk | Nov 22, 2024 | 985 | $50.73K | Nov 22, 2024 | Employee Stock Purchase Plan |
| Thomas M. Krummel Director | Aug 7, 2024 | 1,665 | $84.86K | Aug 7, 2024 | RSU |
| Thomas M. Krummel Director | May 1, 2024 | 4,995 | $249.76K | May 1, 2024 | RSU |
| Michelle R. Mortensen Officer, Corporate Secretary | Dec 12, 2023 | 675 | $35.48K | Dec 12, 2023 | Restricted Stock Vesting |
| Thomas M. Krummel Director | Nov 3, 2023 | 4,995 | $249.76K | Nov 2, 2023 | RSU |
| Michael B. Luu Officer, VP, Customer Service & IT | Jun 14, 2023 | 1,837 | $101.01K | Jun 14, 2023 | Employee Stock Purchase Plan |
| Kuta Robert J Officer, VP of Engineering | May 5, 2023 | 1,000 | $56.54K | May 5, 2023 | Restricted Stock Vseting |
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