SJW GROUP Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 6.66 M | $326.04 M | 6.62% | 18.72% |
| VANGUARD GROUP INC | 01/29/2026 | 2.73 M | $133.83 M | 2.93% | 7.69% |
| CERITY PARTNERS LLC | 02/11/2026 | 1.45 M | $70.83 M | -0.18% | 4.07% |
| MORGAN STANLEY | 02/13/2026 | 1.37 M | $67.03 M | 123.02% | 3.85% |
| STATE STREET CORP | 02/13/2026 | 1.36 M | $66.62 M | 4.60% | 3.83% |
| NUANCE INVESTMENTS, LLC | 02/11/2026 | 906.72 K | $44.42 M | -11.27% | 2.55% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 831.81 K | $40.76 M | 1.51% | 2.34% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 658.94 K | $32.28 M | 1.11% | 1.85% |
| INVESCO LTD. | 02/19/2026 | 646.56 K | $31.67 M | 13.46% | 1.82% |
| ATLAS INFRASTRUCTURE PARTNERS (UK) LTD. | 02/17/2026 | 584.08 K | $28.61 M | 100.00% | 1.64% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 568.82 K | $27.88 M | 1.39% | 1.60% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 482.54 K | $23.64 M | 60.11% | 1.36% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 433.76 K | $21.25 M | 3.27% | 1.22% |
| KBC GROUP NV | 01/26/2026 | 417.89 K | $20.47 M | 0.00% | 1.18% |
| ANTIPODES PARTNERS LTD | 02/05/2026 | 383.91 K | $18.81 M | 100.00% | 1.08% |
| NORTHERN TRUST CORP | 02/17/2026 | 342.96 K | $16.80 M | -3.79% | 0.96% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/09/2026 | 276.84 K | $13.56 M | 71.75% | 0.78% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 254.82 K | $12.48 M | 0.63% | 0.72% |
| RESOLUTION CAPITAL LTD | 02/17/2026 | 234.46 K | $11.49 M | 100.00% | 0.66% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 196.91 K | $9.65 M | 35.45% | 0.55% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 183.64 K | $9.00 M | 0.00% | 0.52% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 183.11 K | $8.97 M | -40.71% | 0.52% |
| NUVEEN, LLC | 02/12/2026 | 182.79 K | $8.95 M | -25.05% | 0.51% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 158.70 K | $7.77 M | 0.19% | 0.45% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 154.67 K | $7.58 M | 14.21% | 0.44% |
| GABELLI FUNDS LLC | 02/05/2026 | 147.66 K | $7.23 M | 0.14% | 0.42% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 136.88 K | $6.71 M | 4.58% | 0.39% |
| PROSHARE ADVISORS LLC | 02/06/2026 | 134.57 K | $6.59 M | 1.00% | 0.38% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 115.72 K | $5.67 M | 5.44% | 0.33% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 02/10/2026 | 112.84 K | $5.53 M | -4.32% | 0.32% |
| UBS GROUP AG | 01/29/2026 | 112.39 K | $5.51 M | -11.32% | 0.32% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 101.22 K | $4.96 M | -6.40% | 0.28% |
| RHUMBLINE ADVISERS | 02/13/2026 | 101.20 K | $4.96 M | -5.01% | 0.28% |
| YAUPON CAPITAL MANAGEMENT LP | 02/17/2026 | 99.88 K | $4.89 M | 100.00% | 0.28% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 96.90 K | $4.75 M | 69.34% | 0.27% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 87.88 K | $4.31 M | 49.80% | 0.25% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 84.00 K | $4.12 M | -27.77% | 0.24% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 81.93 K | $4.01 M | 354.92% | 0.23% |
| BW GESTAO DE INVESTIMENTOS LTDA. | 02/10/2026 | 81.20 K | $3.98 M | 100.00% | 0.23% |
| SEI INVESTMENTS CO | 02/13/2026 | 73.60 K | $3.61 M | 165.65% | 0.21% |
| BARCLAYS PLC | 02/13/2026 | 70.57 K | $3.46 M | 12.54% | 0.20% |
| SWISS NATIONAL BANK | 02/12/2026 | 66.20 K | $3.24 M | 5.08% | 0.19% |
| CITADEL ADVISORS LLC | 02/17/2026 | 66.08 K | $3.24 M | 70.18% | 0.19% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 63.42 K | $3.11 M | 1,372.85% | 0.18% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 02/10/2026 | 62.56 K | $3.06 M | 3.90% | 0.18% |
| NEW AGE ALPHA ADVISORS, LLC | 02/09/2026 | 61.65 K | $3.02 M | 0.39% | 0.17% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 61.63 K | $3.02 M | 0.00% | 0.17% |
| KEYNOTE FINANCIAL SERVICES LLC | 02/13/2026 | 56.22 K | $2.75 M | 9.34% | 0.16% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 55.68 K | $2.73 M | 2.96% | 0.16% |
| AUSBIL INVESTMENT MANAGEMENT LTD | 01/13/2026 | 53.12 K | $2.60 M | 100.00% | 0.15% |
SJW GROUP institutional Ownership - FAQ's
During the previous two years, 270 institutional investors and hedge funds held shares of SJW GROUP. The most heavily invested institutionals were:
Private Advisor Group, LLC: 0
Assenagon Asset Management S.A.: 0
Kestra Advisory Services, LLC: 0
Jackson Creek Investment Advisors LLC: 0
Clear Creek Financial Management, LLC: 0
Canvas Wealth Advisors, LLC: 0
72.07% of SJW GROUP stock is owned by institutional investors.
Institutional investors have bought a total of 34.84 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.