SJW Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:SJW Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
22 Aug 24	SellUS$6,644	Bruce Hauk	Individual		115	US$57.77
07 May 24	SellUS$77,868	Craig Patla	Individual		1,400	US$55.62

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SJW?
Owner Type	Number of Shares	Ownership Percentage
State or Government	19,193	0.0577%
Individual Insiders	2,671,675	8.03%
General Public	4,187,890	12.6%
Institutions	26,374,778	79.3%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 4.1%.

Top Shareholders

Top 25 shareholders own 69.66% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18%	BlackRock, Inc.	5,977,176	US$319.6m	6.22%	0.01%
7.66%	The Vanguard Group, Inc.	2,545,561	US$136.1m	3.32%	no data
6.43%	Roscoe Moss	2,137,868	US$114.3m	0%	no data
4.84%	State Street Global Advisors, Inc.	1,610,337	US$86.1m	-2.35%	no data
4.38%	Cerity Partners LLC	1,457,833	US$78.0m	0.15%	0.17%
4.11%	Amundi Asset Management SAS	1,368,044	US$73.1m	14.1%	0.01%
3.62%	Nuance Investments, LLC	1,204,519	US$64.4m	-23.1%	2.13%
2.17%	Geode Capital Management, LLC	722,734	US$38.6m	1.92%	no data
2.15%	Dimensional Fund Advisors LP	716,578	US$38.3m	1.66%	0.01%
1.52%	Invesco Capital Management LLC	504,195	US$27.0m	-1.99%	0.01%
1.43%	KBC Asset Management NV	474,307	US$25.4m	0%	0.04%
1.36%	Morgan Stanley, Investment Banking and Brokerage Investments	452,152	US$24.2m	62.4%	no data
1.33%	First Trust Advisors LP	443,748	US$23.7m	3.9%	0.02%
1.25%	Melinda Moss	414,132	US$22.1m	0%	no data
1.16%	Northern Trust Global Investments	385,035	US$20.6m	0.46%	no data
1.12%	Legal & General Investment Management Limited	371,830	US$19.9m	-2.89%	no data
1.11%	Charles Schwab Investment Management, Inc.	369,967	US$19.8m	5.91%	no data
0.93%	BNY Asset Management	308,453	US$16.5m	-9.27%	no data
0.84%	Schroder Investment Management North America Inc.	280,354	US$15.0m	4.19%	0.05%
0.84%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	280,212	US$15.0m	14.4%	no data
0.73%	Millennium Management LLC	241,206	US$12.9m	112%	0.01%
0.71%	Goldman Sachs Asset Management, L.P.	236,587	US$12.7m	214%	no data
0.68%	Eaton Vance Management	226,811	US$12.1m	1.26%	no data
0.67%	UBS Asset Management AG	223,589	US$12.0m	-0.08%	no data
0.64%	Assenagon Asset Management S.A.	212,299	US$11.4m	29.4%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/18 15:08
End of Day Share Price	2024/12/18 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

SJW Group is covered by 12 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
David Parker	Baird
Eric Beaumont	Barclays
Ross Allen Fowler	BofA Global Research