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H2O America

HTO
Exchange
Nasdaq
Industry
Water Supply
SEC CIK
0000766829

In the last 90 days, H2O America insiders filed 2 open-market purchases and 1 sale; 315 institutions reported holding it in 13F filings for Q2 2026, worth $2.68B in total; Soros Fund Management is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in H2O America as of Mar 31, 2021. 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
159
No complete 13F data for Q4 2020
Shares held
21.2M
No complete 13F data for Q4 2020
Total value
$1.33B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 159 institutions
Q1 2021: 159 institutionsQ2 2021: 147 institutionsQ3 2021: 157 institutionsQ4 2021: 183 institutionsQ1 2022: 187 institutionsQ2 2022: 184 institutionsQ3 2022: 182 institutionsQ4 2022: 218 institutionsQ1 2023: 216 institutionsQ2 2023: 222 institutionsQ3 2023: 225 institutionsQ4 2023: 230 institutionsQ1 2024: 228 institutionsQ2 2024: 229 institutionsQ3 2024: 252 institutionsQ4 2024: 240 institutionsQ1 2025: 253 institutionsQ2 2025: 263 institutionsQ3 2025: 281 institutionsQ4 2025: 279 institutionsQ1 2026: 313 institutionsQ2 2026: 315 institutions
Value heldQ1 2021: $1.33B
Q1 2021: $1.33BQ2 2021: $1.35BQ3 2021: $1.47BQ4 2021: $1.58BQ1 2022: $1.50BQ2 2022: $1.37BQ3 2022: $1.27BQ4 2022: $2.05BQ1 2023: $1.96BQ2 2023: $1.77BQ3 2023: $1.47BQ4 2023: $1.60BQ1 2024: $1.40BQ2 2024: $1.35BQ3 2024: $1.49BQ4 2024: $1.29BQ1 2025: $1.49BQ2 2025: $1.45BQ3 2025: $1.41BQ4 2025: $1.48BQ1 2026: $2.62BQ2 2026: $2.68B
Institutions holding HTO and their total value by quarter
QuarterHoldersValue
Q2 2026315$2.68B
Q1 2026313$2.62B
Q4 2025279$1.48B
Q3 2025281$1.41B
Q2 2025263$1.45B
Q1 2025253$1.49B
Q4 2024240$1.29B
Q3 2024252$1.49B
Q2 2024229$1.35B
Q1 2024228$1.40B
Q4 2023230$1.60B
Q3 2023225$1.47B
Q2 2023222$1.77B
Q1 2023216$1.96B
Q4 2022218$2.05B
Q3 2022182$1.27B
Q2 2022184$1.37B
Q1 2022187$1.50B
Q4 2021183$1.58B
Q3 2021157$1.47B
Q2 2021147$1.35B
Q1 2021159$1.33B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding H2O America.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding HTO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Raffa Wealth Management, LLC1$630.00%––
FMR LLC18$1.00K0.00%––
Quadrant Capital Group LLC16$1.00K0.00%––
Parallel Advisors, LLC9$1.00K0.00%––
Berman Capital Advisors, LLC19$1.00K0.00%––
Private Capital Group, LLC39$2.00K0.00%––
Arkadios Wealth Advisors54$3.00K0.00%––
Signaturefd, LLC69$4.00K0.00%––
Newbridge Financial Services Group, Inc.63$4.00K0.00%––
Reilly Financial Advisors, LLC100$6.00K0.00%––
Quantbot Technologies LP98$6.00K0.00%––
IFP Advisors, Inc88$6.00K0.00%––
Fieldpoint Private Securities, LLC120$8.00K0.00%––
US Bancorp158$10.0K0.00%––
Atwood & Palmer Inc154$10.0K0.00%––
Benjamin F. Edwards & Company, Inc.209$13.0K0.00%––
West Oak Capital, LLC250$16.0K0.01%––
The PNC Financial Services Group, Inc.304$19.0K0.00%––
Glen Eagle Advisors, LLC400$25.2K0.01%––
Public Employees Retirement System of Ohio663$42.0K0.00%––
Cohen & Steers, Inc.1,047$66.0K0.00%––
Nisa Investment Advisors, LLC1,100$69.0K0.00%––
International Assets Investment Management, LLC1,038$69.0K0.01%––
Advisor Group Holdings, Inc.1,234$78.0K0.00%––
STRS Ohio1,400$88.0K0.00%––
Eaton Vance Management1,539$97.0K0.00%––
Ellevest, Inc.1,940$122.0K0.01%––
Tower Research Capital LLC (TRC)2,054$129.0K0.00%––
Ameritas Investment Partners, Inc.2,210$139.0K0.01%––
Citigroup Inc2,233$140.0K0.00%––
Natixis Investment Managers International2,563$161.0K0.01%––
Spire Wealth Management2,640$166.0K0.00%––
Mercer Capital Advisers, Inc.3,000$189.0K0.10%––
Panagora Asset Management Inc3,071$193.0K0.00%––
Sowell Financial Services LLC3,040$195.0K0.01%––
Creative Financial Designs Inc3,216$203.0K0.04%––
Van Eck Associates Corp3,579$225.0K0.00%––
Vident Investment Advisory, LLC3,601$227.0K0.01%––
Tortoise Index Solutions, LLC3,601$227.0K0.05%––
SG Americas Securities, LLC3,701$233.0K0.00%––
Vestcor Inc3,746$236.0K0.01%––
Gsa Capital Partners LLP3,816$240.0K0.04%––
Fiducient Advisors LLC3,946$249.0K0.08%––
Cim Investment Mangement Inc4,182$263.0K0.08%––
Macquarie Group Ltd4,201$265.0K0.00%––
Virtue Capital Management, LLC4,746$299.0K0.07%––
Ergoteles LLC4,759$300.0K0.01%––
Russell Investments Group, Ltd.4,920$309.0K0.00%––
Allworth Financial LP4,944$311.0K0.01%––
Rockefeller Capital Management L.P.5,111$321.0K0.00%––
Handelsbanken Fonder AB5,565$351.0K0.00%––
Captrust Financial Advisors5,705$359.0K0.00%––
Public Employees Retirement Association of Colorado5,766$363.0K0.00%––
Shell Asset Management Co5,993$377.0K0.01%––
EP Wealth Advisors, LLC6,181$389.0K0.01%––
Martingale Asset Management L P6,205$391.0K0.00%––
IndexIQ Advisors LLC6,422$405.0K0.01%––
Metropolitan Life Insurance Co6,740$424.6K0.01%––
SOL Capital Management CO6,945$437.0K0.09%––
Arizona State Retirement System7,481$471.0K0.00%––
TCF National Bank7,500$472.0K0.05%––
Parkside Financial Bank & Trust7,720$486.0K0.15%––
SEI Investments Co8,007$504.0K0.00%––
Truist Financial Corp8,062$508.0K0.00%––
Enterprise Trust & Investment Co9,200$580.0K0.26%––
Ziegler Capital Management, LLC9,232$582.0K0.02%––
Redpoint Investment Management Pty Ltd9,574$603.0K0.05%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys9,702$611.0K0.01%––
MetLife Investment Management9,760$614.8K0.01%––
HRT Financial LP9,893$623.0K0.01%––
Duality Advisers, LP9,945$626.0K0.05%––
Zurcher Kantonalbank (Zurich Cantonalbank)10,626$669.0K0.00%––
Allianz Asset Management GmbH10,713$675.0K0.00%––
ExodusPoint Capital Management, LP11,340$714.0K0.01%––
Voya Investment Management LLC11,531$726.0K0.00%––
Atom Investors LP12,913$813.0K0.15%––
Royal Bank of Canada12,937$815.0K0.00%––
Krane Funds Advisors LLC14,274$899.0K0.03%––
Miller Howard Investments Inc14,863$936.0K0.04%––
Manchester Capital Management LLC14,911$939.0K0.14%––
Manufacturers Life Insurance Company, The15,045$948.0K0.00%––
American International Group, Inc.15,380$969.0K0.00%––
Principal Financial Group Inc15,806$996.0K0.00%––
Bank of Montreal15,815$1.02M0.00%––
Magellan Asset Management Ltd16,503$1.04M0.00%––
Independent Advisor Alliance16,599$1.05M0.06%––
Canvas Wealth Advisors, LLC17,146$1.12M0.65%––
Great West Life Assurance Co17,949$1.12M0.00%––
Blackhawk Capital Partners LLC.16,250$1.13M0.85%––
Comerica Bank17,365$1.19M0.01%––
Private Advisor Group, LLC19,778$1.25M0.01%––
Monashee Investment Management LLC20,474$1.29M0.20%––
New York State Common Retirement Fund23,800$1.50M0.00%––
Chatham Capital Group, Inc.24,686$1.55M0.33%––
AMP Capital Investors Ltd25,596$1.61M0.01%––
BNP Paribas Arbitrage, SA25,906$1.63M0.00%––
Barclays PLC26,706$1.68M0.00%––
Tudor Investment Corp Et Al28,186$1.77M0.04%––
Mariner, LLC30,295$1.91M0.01%––
Credit Suisse AG30,408$1.92M0.00%––