SJW GROUP HTO
COM · Common Stock · CUSIP 784305104 · ISIN US7843051043
American water utility holding company
- SectorUtilities
- IndustryWater Supply
- HeadquartersSan Jose, CA
- Founded1985
- Websitesjwgroup.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.2m this quarter). Holder counts are more reliable. Shares outstanding: 35.3m as of 2025-07-22, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $52.07. Options: 4 managers hold calls ($8.0m notional), 3 hold puts ($274.9k).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 183 |
| Q4 2022 | 218 |
| Q1 2023 | 217 |
| Q2 2023 | 222 |
| Q3 2023 | 225 |
| Q4 2023 | 230 |
| Q1 2024 | 228 |
| Q2 2024 | 229 |
| Q3 2024 | 253 |
| Q4 2024 | 241 |
| Q1 2025 | 254 |
| Q2 2025 | 265 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 125 | 86 |
| Q4 2023 | 104 | 107 |
| Q1 2024 | 114 | 112 |
| Q2 2024 | 119 | 106 |
| Q3 2024 | 124 | 105 |
| Q4 2024 | 114 | 130 |
| Q1 2025 | 144 | 95 |
| Q2 2025 | 153 | 114 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $23.2k | $98.4k | 4.23 |
| Q4 2024 | $14.8k | $353.5k | 23.94 |
| Q1 2025 | $82.0k | $141.4k | 1.72 |
| Q2 2025 | $8.0m | $274.9k | 0.03 |
Biggest buyers
| Zimmer Partners, LP | Added | +377.0k |
| AMERICAN CENTURY COMPANIES INC | New | +262.3k |
| MARSHALL WACE, LLP | Added | +237.1k |
| BlackRock, Inc. | Added | +120.9k |
| TWO SIGMA INVESTMENTS, LP | Added | +103.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | New | +100.0k |
| Vennlight Capital Management, LP | New | +94.3k |
| MORGAN STANLEY | Added | +90.8k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | New | +71.0k |
| Squarepoint Ops LLC | Added | +63.4k |
Biggest sellers
| CIBC Private Wealth Group LLC | Reduced | -419.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -285.1k |
| Assenagon Asset Management S.A. | Reduced | -228.6k |
| NUANCE INVESTMENTS, LLC | Reduced | -203.2k |
| FIRST TRUST ADVISORS LP | Reduced | -120.6k |
| STATE STREET CORP | Reduced | -63.8k |
| NORTHERN TRUST CORP | Reduced | -51.3k |
| Cubist Systematic Strategies, LLC | Reduced | -38.2k |
| Qube Research & Technologies Ltd | Sold out | -33.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -33.7k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $5.9m114.2k shares |
| JANE STREET GROUP, LLC | New | $1.9m37.5k shares |
| SIMPLEX TRADING, LLC | New | $67.0k1.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $259.9k5.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $15.0k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.0 pts · filed 2026-10-27 | 14.8% |
| ATLAS Infrastructure Partners (UK) Ltd. 13G · institution +0.1 pts · filed 2026-09-22 | 11.2% |
| Future Fund Board of Guardians 13G · exempt (held before listing) new · filed 2026-03-06 | 6.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), Amundi (4.8%, 2026-02-17)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 1 | $77.9k | — |
| Q3 2024 | 0 | — | 1 | $6.6k | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 6.1m $316.3m | Added +120.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.7m $138.4m | Reduced -12.8k |
| Cerity Partners LLC 0.13% of their portfolio | 1.4m $74.9m | Reduced -20.8k |
| STATE STREET CORP 0.00% of their portfolio | 1.3m $66.7m | Reduced -63.8k |
| Amundi 0.02% of their portfolio | 1.2m $66.7m | Added +15.0k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 1.2m $61.1m | Reduced -120.6k |
| NUANCE INVESTMENTS, LLC 3.91% of their portfolio | 964.8k $50.1m | Reduced -203.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 775.8k $40.3m | Reduced -16.6k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 662.5k $34.4m | Added +2.0k |
| MORGAN STANLEY 0.00% of their portfolio | 637.5k $33.1m | Added +90.8k |
| Invesco Ltd. 0.01% of their portfolio | 588.5k $30.6m | Reduced -30.0k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 507.6k $26.4m | Added +237.1k |
| Legal & General Group Plc 0.01% of their portfolio | 487.0k $25.3m | Added +39.0k |
| Zimmer Partners, LP 0.55% of their portfolio | 460.0k $23.9m | Added +377.0k |
| KBC Group NV 0.06% of their portfolio | 415.3k $21.6m | Added +5.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 413.1k $21.5m | Reduced -4.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 377.8k $19.6m | Added +42.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 348.5k $18.1m | Reduced -51.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 345.8k $18.0m | Reduced -4.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 289.3k $15.0m | Reduced -33.7k |
| CIBC Private Wealth Group LLC 0.03% of their portfolio | 280.6k $14.6m | Reduced -419.4k |
| Nuveen, LLC 0.00% of their portfolio | 270.9k $14.1m | Added +4.5k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 262.3k $13.6m | New |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.14% of their portfolio | 232.9k $12.1m | Added +50.6k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 225.5k $11.7m | Added +10.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 173.0k $9.0m | Added +22.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 154.3k $8.0m | Added +3.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 148.5k $7.7m | Added +30.7k |
| GABELLI FUNDS LLC 0.05% of their portfolio | 146.0k $7.6m | Reduced -500 |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 126.8k $6.6m | Reduced -285.1k |
| ProShare Advisors LLC 0.01% of their portfolio | 123.8k $6.4m | Reduced -15.0k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 123.4k $6.4m | Added +33.1k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 120.0k $6.2m | Added +103.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 110.5k $5.7m | Added +15.7k |
| UBS Group AG 0.00% of their portfolio | 109.7k $5.7m | Added +18.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 109.2k $5.7m | Reduced -2.1k |
| Thematics Asset Management 0.25% of their portfolio | 106.2k $5.5m | Added +10.0k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 106.0k $5.5m | Added +10.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 105.4k $5.5m | Added +3.1k |
| NORGES BANK 0.00% of their portfolio | 101.2k $5.3m | Not comparable |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio | 100.0k $5.2m | New |
| Vennlight Capital Management, LP 5.38% of their portfolio | 94.3k $4.9m | New |
| FIRST MANHATTAN CO. LLC. 0.01% of their portfolio | 93.9k $4.9m | Reduced -6.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 89.5k $4.6m | Added +3.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 84.2k $4.4m | Added +27.2k |
| Squarepoint Ops LLC 0.01% of their portfolio | 79.5k $4.1m | Added +63.4k |
| BARCLAYS PLC 0.00% of their portfolio | 77.9k $4.0m | Added +26.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 75.1k $3.9m | Added +47.0k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.04% of their portfolio | 71.0k $3.7m | New |
| New Age Alpha Advisors, LLC 0.14% of their portfolio | 62.9k $3.3m | Reduced -2.7k |
| Swiss National Bank 0.00% of their portfolio | 62.0k $3.2m | Added +900 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.02% of their portfolio | 60.9k $3.2m | Reduced -2.2k |
| Atom Investors LP 0.28% of their portfolio | 59.8k $3.1m | Added +20.0k |
| GAMCO INVESTORS, INC. ET AL 0.03% of their portfolio | 58.6k $3.0m | Added +600 |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 53.5k $2.8m | Added +3.6k |
| Clean Yield Group 0.83% of their portfolio | 53.4k $2.8m | Reduced -10.8k |
| Swiss Life Asset Management Ltd 0.02% of their portfolio | 51.8k $2.7m | Added +7.8k |
| Rodgers Brothers Inc. 0.33% of their portfolio | 50.5k $2.6m | New |
| FMR LLC 0.00% of their portfolio | 49.4k $2.6m | Added +44.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 49.0k $2.5m | Added +39.4k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 48.3k $2.5m | Reduced -8.4k |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 47.8k $2.5m | Reduced -5.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 47.6k $2.5m | Added +2.7k |
| CenterBook Partners LP 0.14% of their portfolio | 47.1k $2.4m | Added +5.8k |
| E. Ohman J:or Asset Management AB 0.06% of their portfolio | 47.0k $2.4m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 46.1k $2.4m | Reduced -23.0k |
| KEYNOTE FINANCIAL SERVICES LLC 1.61% of their portfolio | 46.1k $2.4m | Added +206 |
| MERITAGE PORTFOLIO MANAGEMENT 0.15% of their portfolio | 45.5k $2.4m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 45.5k $2.4m | Added +29.1k |
| North Star Investment Management Corp. 0.16% of their portfolio | 44.8k $2.3m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 40.8k $2.1m | Added +32.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 40.1k $2.1m | Added +2.2k |
| Cubist Systematic Strategies, LLC 0.02% of their portfolio | 38.9k $2.0m | Reduced -38.2k |
| Mariner, LLC 0.00% of their portfolio | 38.4k $2.0m | Added +3.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 37.4k $1.9m | Reduced -11.2k |
| Maryland State Retirement & Pension System 0.04% of their portfolio | 37.2k $1.9m | Added +2.7k |
| FIRST NATIONAL CORP /MA/ /ADV 0.39% of their portfolio | 36.9k $1.9m | Reduced -3.5k |
| SG Americas Securities, LLC 0.01% of their portfolio | 35.6k $1.9m | Added +25.2k |
| STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio | 35.1k $1.8m | Reduced -1.1k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 35.0k $1.8m | Added +2.4k |
| EXCHANGE TRADED CONCEPTS, LLC 0.02% of their portfolio | 34.8k $1.8m | Added +1.4k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 32.6k $1.7m | Added +2.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 31.7k $1.6m | Reduced -15.7k |
| Aquatic Capital Management LLC 0.03% of their portfolio | 30.4k $1.6m | Added +20.4k |
| CITIGROUP INC 0.00% of their portfolio | 29.7k $1.5m | Reduced -17.5k |
| Clear Harbor Asset Management, LLC 0.11% of their portfolio | 29.4k $1.5m | Reduced -100 |
| Jackson Creek Investment Advisors LLC 0.41% of their portfolio | 29.0k $1.5m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 28.1k $1.5m | Added +1.1k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.13% of their portfolio | 27.5k $1.4m | Added +2.1k |
| CoreCommodity Management, LLC 0.24% of their portfolio | 27.5k $1.4m | Reduced -616 |
| CHATHAM CAPITAL GROUP, INC. 0.21% of their portfolio | 27.0k $1.4m | Reduced -160 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 26.8k $1.4m | Reduced -1.7k |
| HRT FINANCIAL LP 0.01% of their portfolio | 25.7k $1.3m | Added +6.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 25.6k $1.3m | Reduced -26.1k |
| Versor Investments LP 0.22% of their portfolio | 24.1k $1.3m | Added +17.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 24.1k $1.3m | Reduced -2.0k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 23.7k $1.2m | Added +23.5k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 22.9k $1.2m | Added +3.2k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 22.9k $1.2m | Added +646 |
| Vontobel Holding Ltd. 0.00% of their portfolio | 21.7k $1.1m | Added +4.7k |