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SJW shares owned by Wellington Management Company

Quarter-by-quarter ownership of SJW (HTO) shares owned by Wellington Management Company from 13F filings

Historical chart of Wellington Management Company investment in SJW

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All positions including SJW held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SJW by Wellington Management Company

Quarter filed Position value Share count Share price at filing
2026-03-31 $95M 1.6M 58.67
2018-06-30 $1.4M 21k 66.22

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Top funds holding SJW

BlackRock
ATLAS Infrastructure Partners
Vanguard Group
Antipodes Partners
Vanguard Capital Management
Wellington Management Company
State Street Corporation
HPM Partners
Zimmer Partners
Soros Fund Management
Citadel Advisors
Vanguard Portfolio Management
Amundi
Geode Capital Management
Morgan Stanley

View all funds holding SJW