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.
Q3 2021 vs. Q2 2021
How the institutions holding H2O America changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Q3 2021 | Change |
|---|---|---|---|
| Holders | 147 | 157 | +10 |
| Shares | 21.3M | 22.3M | +944.5K (+4.4%) |
| Value | $1.35B | $1.47B | +$121.0M (+9.0%) |
New holders (18)
Institutions that held H2O America at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| State of New Jersey Common Pension Fund D | 38,346 | $2.53M | 0.01% |
| AXA S.A. | 15,900 | $1.05M | 0.00% |
| Algert Global LLC | 13,232 | $874.0K | 0.12% |
| HRT Financial LP | 11,118 | $734.0K | 0.00% |
| Canada Pension Plan Investment Board | 9,000 | $595.0K | 0.00% |
| BBR Partners, LLC | 6,259 | $413.0K | 0.03% |
| Mercer Global Advisors Inc | 5,991 | $396.0K | 0.00% |
| Capital Wealth Planning, LLC | 5,935 | $392.0K | 0.01% |
| Ergoteles LLC | 5,300 | $350.0K | 0.01% |
| LPL Financial LLC | 4,574 | $302.0K | 0.00% |
| Phoenix Holdings Ltd. | 4,388 | $293.0K | 0.01% |
| Engineers Gate Manager LP | 3,860 | $255.0K | 0.01% |
| Standard Life Aberdeen plc | 3,101 | $208.0K | 0.00% |
| Koshinski Asset Management, Inc. | 435 | $28.7K | 0.00% |
| Fifth Third Bancorp | 310 | $20.0K | 0.00% |
| Bell Investment Advisors, Inc | 45 | $3.00K | 0.00% |
| Zions Bancorporation, N.A. | 17 | $1.00K | 0.00% |
| Meridian Wealth Partners, LLC | 10 | $0 | 0.00% |
Sold out (8)
Institutions that held H2O America at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Ameriprise Financial Inc | 50,264 | $3.18M |
| NFJ Investment Group, LLC | 37,126 | $2.35M |
| California Public Employees Retirement System | 11,667 | $739.0K |
| Duality Advisers, LP | 6,581 | $417.0K |
| Prudential Financial Inc | 6,266 | $397.0K |
| Financial Counselors Inc | 3,216 | $204.0K |
| Russell Investments Group, Ltd. | 1,680 | $106.0K |
| Advisory Services Network, LLC | 802 | $51.0K |