H2O America
HTO- Exchange
- Nasdaq
- Industry
- Water Supply
- SEC CIK
- 0000766829
No open-market purchases or sales by H2O America insiders were filed in the last 90 days; 315 institutions reported holding it in 13F filings for Q2 2026, worth $2.69B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in H2O America as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 315
- +7 vs. Q1 2026
- Shares held
- 44.2M
- −455.9K (−1.0%) vs. Q1 2026
- Total value
- $2.69B
- +$66.7M (+2.5%) vs. Q1 2026
- New holders
- 46
- 129 more added
- Sold out
- 39
- 92 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HTO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 315 | $2.69B |
| Q1 2026 | 313 | $2.62B |
| Q4 2025 | 279 | $1.48B |
| Q3 2025 | 281 | $1.42B |
| Q2 2025 | 263 | $1.46B |
| Q1 2025 | 253 | $1.49B |
| Q4 2024 | 240 | $1.29B |
| Q3 2024 | 252 | $1.49B |
| Q2 2024 | 229 | $1.35B |
| Q1 2024 | 228 | $1.47B |
| Q4 2023 | 230 | $1.64B |
| Q3 2023 | 225 | $1.47B |
| Q2 2023 | 222 | $1.77B |
| Q1 2023 | 216 | $1.96B |
| Q4 2022 | 218 | $2.05B |
| Q3 2022 | 183 | $1.27B |
| Q2 2022 | 184 | $1.37B |
| Q1 2022 | 187 | $1.50B |
| Q4 2021 | 183 | $1.59B |
| Q3 2021 | 157 | $1.47B |
| Q2 2021 | 147 | $1.37B |
| Q1 2021 | 159 | $1.35B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding H2O America; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,106,413 | $431.9M | 0.01% | +688,680+10.7% | Added |
| ATLAS Infrastructure Partners (UK) Ltd. | 4,612,035 | $280.3M | 8.50% | +79,951+1.8% | Added |
| Wellington Management Group LLP | 1,995,839 | $121.3M | 0.02% | +382,268+23.7% | Added |
| Antipodes Partners Ltd | 1,759,602 | $106.9M | 1.96% | −489,427−21.8% | Reduced |
| Vanguard Capital Management LLC | 1,574,377 | $95.7M | 0.00% | −112,876−6.7% | Reduced |
| State Street Corp | 1,554,683 | $94.5M | 0.00% | +123,532+8.6% | Added |
| Cerity Partners LLC | 1,307,227 | $79.4M | 0.10% | −2,452−0.2% | Reduced |
| Vanguard Portfolio Management LLC | 1,263,898 | $76.8M | 0.00% | +94,820+8.1% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,254,368 | $76.2M | 1.00% | +25,621+2.1% | Added |
| Victory Capital Management Inc | 1,168,734 | $71.0M | 0.04% | +256,839+28.2% | Added |
| Amundi | 1,105,367 | $67.2M | 0.02% | −51,585−4.5% | Reduced |
| Geode Capital Management, LLC | 992,465 | $60.3M | 0.00% | +95,389+10.6% | Added |
| Yaupon Capital Management LP | 851,846 | $51.8M | 1.72% | −43,589−4.9% | Reduced |
| Two Sigma Investments, LP | 806,493 | $49.0M | 0.04% | +556,161+222.2% | Added |
| Invesco Ltd. | 776,317 | $47.2M | 0.00% | +75,722+10.8% | Added |
| Dimensional Fund Advisors LP | 714,601 | $43.4M | 0.01% | +9,256+1.3% | Added |
| KBC Group NV | 610,164 | $37.1M | 0.08% | +17,003+2.9% | Added |
| Morgan Stanley | 589,652 | $35.8M | 0.00% | −191,549−24.5% | Reduced |
| Legal & General Group Plc | 571,546 | $34.8M | 0.01% | +28,064+5.2% | Added |
| Resolution Capital Ltd | 515,795 | $31.3M | 0.58% | +33,335+6.9% | Added |
| Zimmer Partners, LP | 513,500 | $31.2M | 0.74% | −487,500−48.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 504,368 | $30.7M | 0.09% | +94,718+23.1% | Added |
| Charles Schwab Investment Management Inc | 503,037 | $30.6M | 0.00% | +20,867+4.3% | Added |
| Schroder Investment Management Group | 494,524 | $30.2M | 0.02% | −92,416−15.7% | Reduced |
| First Trust Advisors LP | 490,833 | $29.8M | 0.02% | −41,154−7.7% | Reduced |
| Goldman Sachs Group Inc | 436,328 | $26.5M | 0.00% | +94,285+27.6% | Added |
| Northern Trust Corp | 415,397 | $25.2M | 0.00% | +42,087+11.3% | Added |
| Assenagon Asset Management S.A. | 359,820 | $21.9M | 0.01% | +359,820 | New |
| Nuveen, LLC | 337,662 | $20.5M | 0.00% | +105,570+45.5% | Added |
| Raymond James Financial Inc | 315,073 | $19.1M | 0.01% | +287,448+1,040.5% | Added |
| Cohen & Steers, Inc. | 310,870 | $18.9M | 0.03% | −1,297,094−80.7% | Reduced |
| Vanguard Fiduciary Trust Co | 253,621 | $15.4M | 0.00% | +12,665+5.3% | Added |
| Mirova | 244,550 | $14.9M | 0.55% | +49,304+25.3% | Added |
| AQR Capital Management LLC | 215,916 | $13.1M | 0.00% | +44,264+25.8% | Added |
| Bank of New York Mellon Corp | 206,376 | $12.5M | 0.00% | +16,187+8.5% | Added |
| Ausbil Investment Management Ltd | 203,028 | $12.3M | 5.58% | −41,254−16.9% | Reduced |
| Principal Financial Group Inc | 189,995 | $11.5M | 0.01% | +8,583+4.7% | Added |
| BW Gestao de Investimentos Ltda. | 185,806 | $11.3M | 0.27% | −35,135−15.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 183,553 | $11.2M | 0.03% | +700+0.4% | Added |
| Bank of America Corp | 176,992 | $10.8M | 0.00% | −87,895−33.2% | Reduced |
| Duff & Phelps Investment Management Co | 175,972 | $10.7M | 0.10% | +64,177+57.4% | Added |
| Squarepoint Ops LLC | 170,129 | $10.3M | 0.02% | +64,487+61.0% | Added |
| UBS Group AG | 168,194 | $10.2M | 0.00% | +18,251+12.2% | Added |
| Gabelli Funds LLC | 162,779 | $9.89M | 0.06% | +13,132+8.8% | Added |
| Nuance Investments, LLC | 154,446 | $9.39M | 1.60% | −237,200−60.6% | Reduced |
| Franklin Resources Inc | 149,693 | $9.10M | 0.00% | +30,814+25.9% | Added |
| UBS Asset Management Americas Inc | 136,071 | $8.27M | 0.00% | +4,375+3.3% | Added |
| State of Wisconsin Investment Board | 135,656 | $8.24M | 0.02% | +23,088+20.5% | Added |
| D. E. Shaw & Co., Inc. | 135,525 | $8.24M | 0.01% | +96,350+245.9% | Added |
| Public Sector Pension Investment Board | 135,149 | $8.21M | 0.02% | +1,473+1.1% | Added |
| Rokos Capital Management LLP | 135,116 | $8.21M | 0.10% | 00.0% | Unchanged |
| Vennlight Capital Management, LP | 128,839 | $7.83M | 5.25% | −33,378−20.6% | Reduced |
| ProShare Advisors LLC | 127,660 | $7.76M | 0.01% | +11,805+10.2% | Added |
| River Road Asset Management, LLC | 126,659 | $7.70M | 0.09% | +126,659 | New |
| Point72 Asset Management, L.P. | 114,239 | $6.94M | 0.01% | −256,890−69.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 111,566 | $6.78M | 0.04% | +35,452+46.6% | Added |
| Mutual of America Capital Management LLC | 106,779 | $6.49M | 0.06% | −5,776−5.1% | Reduced |
| Rhumbline Advisers | 103,854 | $6.31M | 0.00% | −6,792−6.1% | Reduced |
| Reaves W H & Co Inc | 100,000 | $6.08M | 0.09% | 00.0% | Unchanged |
| Jump Financial, LLC | 98,963 | $6.01M | 0.05% | +92,163+1,355.3% | Added |
| Occudo Quantitative Strategies LP | 96,174 | $5.84M | 0.31% | +34,813+56.7% | Added |
| BNP Paribas Arbitrage, SA | 90,724 | $5.51M | 0.00% | +40,858+81.9% | Added |
| CIBC Bancorp USA Inc. | 89,828 | $5.46M | 0.01% | +499+0.6% | Added |
| Prospera Financial Services Inc | 87,863 | $5.34M | 0.08% | −2,149−2.4% | Reduced |
| Ameriprise Financial Inc | 79,081 | $4.81M | 0.00% | −10,750−12.0% | Reduced |
| Swiss National Bank | 77,600 | $4.72M | 0.00% | +4,800+6.6% | Added |
| First Manhattan Co | 76,629 | $4.66M | 0.01% | −820−1.1% | Reduced |
| Quantinno Capital Management LP | 74,057 | $4.50M | 0.01% | +32,097+76.5% | Added |
| Boston Trust Walden Corp | 73,582 | $4.47M | 0.03% | −9,140−11.0% | Reduced |
| Kempen Capital Management N.V. | 72,314 | $4.39M | 0.03% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 71,917 | $4.37M | 0.04% | +65,863+1,087.9% | Added |
| HRT Financial LP | 69,728 | $4.24M | 0.01% | −43,424−38.4% | Reduced |
| Great West Life Assurance Co | 68,605 | $4.16M | 0.01% | +9,992+17.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 66,198 | $4.02M | 0.06% | 00.0% | Unchanged |
| Deutsche Bank AG | 57,029 | $3.47M | 0.00% | −3,147−5.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 56,697 | $3.45M | 0.02% | −3,407−5.7% | Reduced |
| E. Ohman J:or Asset Management AB | 55,208 | $3.37M | 0.08% | +4,021+7.9% | Added |
| Keynote Financial Services LLC | 53,661 | $3.26M | 1.53% | −1,383−2.5% | Reduced |
| Renaissance Technologies LLC | 53,245 | $3.24M | 0.00% | −104,655−66.3% | Reduced |
| Brevan Howard Capital Management LP | 51,863 | $3.15M | 0.04% | +14,948+40.5% | Added |
| Gamco Investors, Inc. Et Al | 50,630 | $3.08M | 0.03% | −11,000−17.8% | Reduced |
| Price T Rowe Associates Inc | 49,413 | $3.00M | 0.00% | +9,224+23.0% | Added |
| Wells Fargo & Company | 49,041 | $2.98M | 0.00% | +16,501+50.7% | Added |
| Clean Yield Group | 46,155 | $2.80M | 0.70% | −263−0.6% | Reduced |
| California State Teachers Retirement System | 44,868 | $2.73M | 0.00% | +14,081+45.7% | Added |
| North Star Investment Management Corp. | 44,800 | $2.72M | 0.15% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 43,011 | $2.61M | 0.01% | +1,102+2.6% | Added |
| Maryland State Retirement & Pension System | 42,450 | $2.58M | 0.04% | +3,850+10.0% | Added |
| Alliancebernstein L.P. | 41,801 | $2.45M | 0.00% | +2,100+5.3% | Added |
| Prudential Financial Inc | 40,083 | $2.44M | 0.00% | +2,350+6.2% | Added |
| Thrivent Financial for Lutherans | 39,133 | $2.38M | 0.00% | −13,447−25.6% | Reduced |
| New Age Alpha Advisors, LLC | 37,401 | $2.27M | 0.10% | −22,056−37.1% | Reduced |
| Cetera Investment Advisers | 37,152 | $2.26M | 0.00% | +24,953+204.5% | Added |
| Headlands Technologies LLC | 36,827 | $2.24M | 0.24% | +36,827 | New |
| South Dakota Investment Council | 34,375 | $2.09M | 0.04% | +475+1.4% | Added |
| JPMorgan Chase & Co | 32,404 | $2.08M | 0.00% | −2,880−8.2% | Reduced |
| CI Private Wealth, LLC | 33,311 | $2.02M | 0.00% | +17,851+115.5% | Added |
| Storebrand Asset Management AS | 33,085 | $2.01M | 0.00% | +6,110+22.7% | Added |
| Vanguard Asset Management, Ltd | 32,808 | $1.99M | 0.00% | +3,244+11.0% | Added |
| Bridgefront Capital, LLC | 30,464 | $1.85M | 0.49% | +25,483+511.6% | Added |