SJW Group Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/02/2025 | 5.96 M | $326.23 M | -5.55% | 17.66% |
| VANGUARD GROUP INC | 05/09/2025 | 2.68 M | $146.32 M | 2.21% | 7.92% |
| CERITY PARTNERS LLC | 04/30/2025 | 1.46 M | $79.97 M | 0.20% | 4.33% |
| STATE STREET CORP | 05/15/2025 | 1.35 M | $73.69 M | -25.63% | 3.99% |
| FIRST TRUST ADVISORS LP | 05/14/2025 | 1.30 M | $70.87 M | -1.66% | 3.84% |
| AMUNDI | 05/15/2025 | 1.21 M | $66.33 M | -7.50% | 3.59% |
| NUANCE INVESTMENTS, LLC | 05/13/2025 | 1.17 M | $63.88 M | -7.05% | 3.46% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 792.39 K | $43.35 M | 6.27% | 2.35% |
| CIBC PRIVATE WEALTH GROUP, LLC | 05/14/2025 | 700.00 K | $35.67 M | 100.00% | 2.07% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 660.53 K | $36.12 M | -4.93% | 1.96% |
| INVESCO LTD. | 05/12/2025 | 618.48 K | $33.82 M | 8.22% | 1.83% |
| MORGAN STANLEY | 05/15/2025 | 546.70 K | $29.90 M | 1.81% | 1.62% |
| LEGAL & GENERAL GROUP PLC | 05/15/2025 | 447.98 K | $24.51 M | 23.71% | 1.33% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 09/15/2025 | 417.85 K | $22.85 M | 6.89% | 1.24% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/13/2025 | 411.93 K | $22.08 M | 41.27% | 1.22% |
| KBC GROUP NV | 04/25/2025 | 410.13 K | $22.43 M | 0.00% | 1.21% |
| NORTHERN TRUST CORP | 05/13/2025 | 399.83 K | $21.87 M | -0.65% | 1.18% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 349.82 K | $19.13 M | 6.79% | 1.04% |
| VICTORY CAPITAL MANAGEMENT INC | 05/02/2025 | 335.16 K | $18.33 M | 101.75% | 0.99% |
| GOLDMAN SACHS GROUP INC | 06/27/2025 | 322.97 K | $17.66 M | 2.12% | 0.96% |
| MARSHALL WACE, LLP | 05/15/2025 | 270.50 K | $14.79 M | 100.00% | 0.80% |
| NUVEEN, LLC | 05/12/2025 | 266.41 K | $14.57 M | 100.00% | 0.79% |
| ASSENAGON ASSET MANAGEMENT S.A. | 04/15/2025 | 243.23 K | $13.30 M | 58.77% | 0.72% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/14/2025 | 214.66 K | $11.74 M | 100.00% | 0.64% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 05/13/2025 | 182.30 K | $9.97 M | 582.19% | 0.54% |
| PRINCIPAL FINANCIAL GROUP INC | 04/28/2025 | 150.91 K | $8.25 M | 2.72% | 0.45% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 150.53 K | $8.23 M | 12.30% | 0.45% |
| GABELLI FUNDS LLC | 05/14/2025 | 146.46 K | $8.01 M | 0.14% | 0.43% |
| PROSHARE ADVISORS LLC | 05/08/2025 | 138.85 K | $7.59 M | -12.71% | 0.41% |
| JPMORGAN CHASE & CO | 05/12/2025 | 117.76 K | $6.44 M | -23.38% | 0.35% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 111.21 K | $6.08 M | 53.23% | 0.33% |
| RHUMBLINE ADVISERS | 05/29/2025 | 102.31 K | $5.60 M | -4.56% | 0.30% |
| FIRST MANHATTAN CO. LLC. | 05/15/2025 | 100.20 K | $5.48 M | -2.98% | 0.30% |
| THEMATICS ASSET MANAGEMENT | 05/14/2025 | 96.25 K | $5.26 M | 0.00% | 0.28% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/12/2025 | 95.92 K | $5.25 M | 27.15% | 0.28% |
| FRANKLIN RESOURCES INC | 05/13/2025 | 94.77 K | $5.18 M | 112.88% | 0.28% |
| UBS GROUP AG | 05/13/2025 | 91.65 K | $5.01 M | 2.53% | 0.27% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 05/09/2025 | 90.27 K | $4.94 M | 1,869.71% | 0.27% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 86.19 K | $4.71 M | -35.31% | 0.26% |
| ZIMMER PARTNERS, LP | 05/15/2025 | 83.00 K | $4.54 M | 100.00% | 0.25% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 05/15/2025 | 77.10 K | $4.22 M | 251.88% | 0.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 69.10 K | $3.78 M | 171.56% | 0.20% |
| NEW AGE ALPHA ADVISORS, LLC | 05/09/2025 | 65.52 K | $3.58 M | 55.09% | 0.19% |
| CLEAN YIELD GROUP | 04/14/2025 | 64.22 K | $3.51 M | -14.04% | 0.19% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 05/13/2025 | 63.07 K | $3.45 M | 1.26% | 0.19% |
| SWISS NATIONAL BANK | 05/12/2025 | 61.10 K | $3.34 M | 0.00% | 0.18% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2025 | 57.97 K | $3.17 M | 21.39% | 0.17% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2025 | 56.94 K | $3.11 M | 66.51% | 0.17% |
| JANE STREET GROUP, LLC | 05/19/2025 | 56.70 K | $3.10 M | 100.00% | 0.17% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2025 | 53.04 K | $2.90 M | 7.89% | 0.16% |
SJW Group institutional Ownership - FAQ's
During the previous two years, 79 institutional investors and hedge funds held shares of SJW Group. The most heavily invested institutionals were:
Nebula Research & Development LLC: 0
Lindbrook Capital, LLC: 0
Nuveen Asset Management, LLC: 234,430
Natixis Investment Managers International: 930
PATRIZIA Pty Ltd: 94,211
RAYMOND JAMES & ASSOCIATES: 34,218
80.54% of SJW Group stock is owned by institutional investors.
Institutional investors have bought a total of 10.83 M shares in the last 24 months. This purchase volume represents approximately $510.30 M in transactions.