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	17,937	0.0533%
Individual Insiders	2,694,832	8%
General Public	4,205,154	12.5%
Institutions	26,753,439	79.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 72.33% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.8%	BlackRock, Inc.	6,315,827	US$350.3m	5.67%	0.01%
7.77%	The Vanguard Group, Inc.	2,617,642	US$145.2m	2.83%	no data
6.35%	Roscoe Moss	2,137,868	US$118.6m	0%	no data
5.38%	State Street Global Advisors, Inc.	1,811,792	US$100.5m	12.5%	no data
4.33%	Cerity Partners LLC	1,459,365	US$81.0m	0.11%	0.18%
3.91%	First Trust Advisors LP	1,317,721	US$73.1m	197%	0.06%
3.89%	Amundi Asset Management SAS	1,310,658	US$72.7m	-4.19%	0.01%
3.73%	Nuance Investments, LLC	1,256,548	US$69.7m	4.32%	2.65%
2.21%	Geode Capital Management, LLC	745,624	US$41.4m	3.17%	no data
2.06%	Dimensional Fund Advisors LP	694,811	US$38.5m	-3.04%	0.01%
1.61%	Invesco Capital Management LLC	540,990	US$30.0m	7.3%	0.01%
1.23%	Melinda Moss	414,132	US$23.0m	0%	no data
1.22%	KBC Asset Management NV	410,130	US$22.7m	-13.5%	0.04%
1.2%	Northern Trust Global Investments	402,453	US$22.3m	4.52%	no data
1.16%	Charles Schwab Investment Management, Inc.	390,911	US$21.7m	5.66%	no data
1.08%	Legal & General Investment Management Limited	362,133	US$20.1m	-1.49%	no data
0.97%	BNY Asset Management	327,589	US$18.2m	6.2%	no data
0.86%	Schroder Investment Management North America Inc.	291,005	US$16.1m	3.8%	0.05%
0.79%	Morgan Stanley, Investment Banking and Brokerage Investments	264,660	US$14.7m	-41.5%	no data
0.77%	Eaton Vance Management	258,512	US$14.3m	14%	no data
0.69%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	233,119	US$12.9m	-16.8%	no data
0.66%	UBS Asset Management AG	223,428	US$12.4m	-0.07%	no data
0.62%	Norges Bank Investment Management	208,360	US$11.6m	70.2%	no data
0.58%	GAMCO Investors, Inc.	194,005	US$10.8m	0%	0.04%
0.49%	Victory Capital Management Inc.	166,126	US$9.2m	-4.93%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/03/10 04:02
End of Day Share Price	2025/03/10 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

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.

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 Github.

Analyst Sources

SJW Group is covered by 12 analysts. 3 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