144 tracked 13F filers disclose a position in CWCO as of the latest SEC 13F filings, a combined $276.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $45.4M | 1.4M | ▼−29% Reduced · −561K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $29.2M | 882K | ▼−3.0% Reduced · −28K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $22.6M | 682K | →First observed position No prior filed position | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $16.4M | 497K | ▼−7.5% Reduced · −40K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $14.1M | 426K | ▲+17% Added · +60K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $11.0M | 332K | ▼−0.2% Reduced · −580 sh | Q1 2026 | |
| 7 | HEARTLAND ADVISORS INC | $9.9M | 300K | ▲+0.2% Added · +500 sh | Q1 2026 | |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $9.9M | 300K | ▼−1.9% Reduced · −6K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $9.7M | 294K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 10 | ArrowMark Colorado Holdings LLC | $9.0M | 272K | ▲+3.8% Added · +10K sh | Q1 2026 | |
| 11 | FIRST MANHATTAN CO. LLC. | $7.6M | 231K | ▼−14% Reduced · −37K sh | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $6.4M | 192K | →First observed position No prior filed position | Q1 2026 | |
| 13 | CWA Asset Management Group, LLC | $5.3M | 180K | ▲+1.7% Added · +3K sh | Q2 2026 | |
| 14 | SEIZERT CAPITAL PARTNERS, LLC | $5.2M | 157K | ▲+0.6% Added · +993 sh | Q1 2026 | |
| 15 | NEW YORK STATE COMMON RETIREMENT FUND | $4.7M | 142K | —Held | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $4.6M | 139K | ▲+3.9% Added · +5K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $4.0M | 122K | ▲+42% Added · +36K sh | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $3.4M | 101K | →First observed position No prior filed position | Q1 2026 | |
| 19 | AQR CAPITAL MANAGEMENT LLC | $3.0M | 92K | ▲+87% Added · +43K sh | Q1 2026 | |
| 20 | LOS ANGELES CAPITAL MANAGEMENT LLC | $2.3M | 70K | ▲+32% Added · +17K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $2.1M | 62K | ▼−11% Reduced · −7K sh | Q1 2026 | |
| 22 | CenterBook Partners LP | $2.0M | 60K | ▲+196% Added · +40K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $1.8M | 55K | ▲New +55K sh | Q1 2026 | |
| 24 | PRUDENTIAL FINANCIAL INC | $1.8M | 55K | ▲+433% Added · +44K sh | Q1 2026 | |
| 25 | Qube Research & Technologies Ltd | $1.7M | 51K | ▲New +51K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in CWCO and 25 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 59 funds | $25.2B |
| JPMORGAN CHASE & COJPM | 59 funds | $7.9B |
| UNITEDHEALTH GROUP INCUNH | 59 funds | $2.0B |
| ALPHABET INC-CL AGOOGL | 58 funds | $15.9B |
| VISA INC-CLASS A SHARESV | 58 funds | $5.7B |
| WELLS FARGO & COWFC | 58 funds | $1.8B |
| APPLE INCAAPL | 57 funds | $30.4B |
| AMAZON.COM INCAMZN | 57 funds | $16.5B |
| META PLATFORMS INC-CLASS AMETA | 57 funds | $10.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 57 funds | $5.5B |
| COSTCO WHOLESALE CORPCOST | 57 funds | $3.9B |
| HOME DEPOT INCHD | 57 funds | $2.7B |
Ranked by how many of CWCO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 19, 2026 | Giner Maria Elena | Director | Buy (P) | 1K | $30K |
| Mar 19, 2026 | Giner Maria Elena | Director | Buy (P) | 2K | $70K |
| Dec 3, 2025 | PERGANDE WILMER F. | Director | Sell (S) | 4K | $145K |
| Dec 1, 2025 | PERGANDE WILMER F. | Director | Sell (S) | 1K | $36K |
| Nov 24, 2025 | MCTAGGART FREDERICK W. | PRESIDENT AND CEO, Director | Sell (S) | 5K | $168K |
| Nov 21, 2025 | MCTAGGART FREDERICK W. | PRESIDENT AND CEO, Director | Sell (S) | 18K | $608K |
| Nov 21, 2025 | Adamson Kimberly Anne | Director | Buy (P) | 3K | $89K |
| Nov 17, 2025 | FLOWERS CLARENCE B. | Director | Sell (S) | 2K | $55K |
| Nov 17, 2025 | MCTAGGART FREDERICK W. | PRESIDENT AND CEO, Director | Sell (S) | 2K | $66K |
| Aug 22, 2025 | Whittaker Raymond | Director | Sell (S) | 5K | $159K |
| Feb 19, 2025 | MCTAGGART FREDERICK W. | PRESIDENT AND CEO, Director | Sell (S) | 2K | $64K |
| Feb 19, 2025 | MCTAGGART FREDERICK W. | PRESIDENT AND CEO, Director | Sell (S) | 28 | $785 |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CWCO/capital-change-brief"
Use Arkolith's capital_change_brief for CWCO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CWCO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.