# CALIFORNIA WTR SVC GROUP COM

CALIFORNIA WTR SVC GROUP COM is a security (CUSIP 130788102) tracked across SEC portfolio filings. 357 institutional managers reported $2.1B on Form 13F as of 2026-06-30; 29 registered fund positions totaling $176.7M via N-PORT as of 2026-05-31.

## Summary

- Issuer: CALIFORNIA WTR SVC GROUP
- Class: COM
- CUSIP: 130788102
- Asset category: EC
- 13F holders: 357
- 13F value: $2.1B
- 13F period: 2026-06-30
- N-PORT fund positions: 29
- N-PORT value: $176.7M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 357 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BlackRock, Inc. | New York, NY | $467.4M | 10,308,555 |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $318.3M | 7,346,457 |
| AMUNDI | PARIS, I0 | $157.4M | 3,470,997 |
| STATE STREET CORP | BOSTON, MA | $140.7M | 3,102,659 |
| [NUANCE INVESTMENTS, LLC](https://search.stillhousedata.com/firm/148534) | Kansas City, MO | $72.7M | 1,603,748 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $66.9M | 1,475,405 |
| FMR LLC | BOSTON, MA | $63.0M | 1,390,014 |
| FIRST TRUST ADVISORS LP | Wheaton, IL | $61.4M | 1,354,165 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $52.5M | 1,158,359 |
| MORGAN STANLEY | NEW YORK, NY | $50.7M | 1,118,705 |
| [ANTIPODES PARTNERS Ltd](https://search.stillhousedata.com/firm/299380) | ROYAL EXCHANGE, C3 | $36.7M | 753,386 |
| Legal & General Group Plc | London, X0 | $35.3M | 777,542 |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/106753) | SAN FRANCISCO, CA | $33.0M | 728,456 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | RADNOR, PA | $29.4M | 647,515 |
| NORTHERN TRUST CORP | CHICAGO, IL | $28.9M | 637,303 |

## Top fund holders (N-PORT)

_Showing 15 of 29 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [T. Rowe Price Small-Cap Value Fund, Inc.](https://search.stillhousedata.com/fund/S000002121) | T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | $40.2M | 43.56% |
| [T. Rowe Price Small-Cap Stock Fund, Inc.](https://search.stillhousedata.com/fund/S000002120) | T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | $33.1M | 41.07% |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $30.1M | 3.69% |
| [T. Rowe Price Institutional Small-Cap Stock Fund](https://search.stillhousedata.com/fund/S000002094) | T. Rowe Price Equity Funds, Inc. | $17.8M | 40.99% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $13.9M | 7.91% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $9.3M | 12.41% |
| NYLI CBRE Global Infrastructure Megatrends Term Fund | NYLI CBRE Global Infrastructure Megatrends Term Fund | $8.9M | 101.24% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $4.5M | 9.31% |
| [VictoryShares US Small Cap High Div Volatility Wtd ETF](https://search.stillhousedata.com/fund/S000049908) | Victory Portfolios II | $3.5M | 137.72% |
| Gabelli Utility Trust | Gabelli Utility Trust | $3.0M | 103.20% |
| [Buffalo Mid Cap Growth Fund](https://search.stillhousedata.com/fund/S000006556) | Buffalo Funds | $1.9M | 176.59% |
| Nuveen S&P 500 Dynamic Overwrite Fund | Nuveen S&P 500 Dynamic Overwrite Fund | $1.7M | 6.55% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $1.5M | 0.26% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $1.3M | 0.44% |
| [BNY Mellon Smallcap Stock Index Fund](https://search.stillhousedata.com/fund/S000000132) | BNY MELLON INDEX FUNDS, INC. | $1.3M | 14.81% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/130788102.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.