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, Q4 2022
Institutional positions in H2O America as of Dec 31, 2022. 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
- 218
- +40 vs. Q3 2022
- Shares held
- 25.3M
- +4.93M (+24.2%) vs. Q3 2022
- Total value
- $2.05B
- +$876.7M (+74.6%) vs. Q3 2022
- New holders
- 59
- 70 more added
- Sold out
- 19
- 64 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 | $2.68B |
| Q1 2026 | 313 | $2.62B |
| Q4 2025 | 279 | $1.48B |
| Q3 2025 | 281 | $1.41B |
| Q2 2025 | 263 | $1.45B |
| Q1 2025 | 253 | $1.49B |
| Q4 2024 | 240 | $1.29B |
| Q3 2024 | 252 | $1.49B |
| Q2 2024 | 229 | $1.35B |
| Q1 2024 | 228 | $1.40B |
| Q4 2023 | 230 | $1.60B |
| Q3 2023 | 225 | $1.47B |
| Q2 2023 | 222 | $1.77B |
| Q1 2023 | 216 | $1.96B |
| Q4 2022 | 218 | $2.05B |
| Q3 2022 | 182 | $1.27B |
| Q2 2022 | 184 | $1.37B |
| Q1 2022 | 187 | $1.50B |
| Q4 2021 | 183 | $1.58B |
| Q3 2021 | 157 | $1.47B |
| Q2 2021 | 147 | $1.35B |
| Q1 2021 | 159 | $1.33B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding H2O America; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 314,407 | $25.5M | 0.01% | +117,263+59.5% | Added |
| Renaissance Technologies LLC | 338,900 | $27.5M | 0.04% | −10,500−3.0% | Reduced |
| Capital Research Global Investors | 345,000 | $28.0M | 0.01% | +183,000+113.0% | Added |
| Goldman Sachs Group Inc | 355,883 | $28.9M | 0.01% | −49,156−12.1% | Reduced |
| KBC Group NV | 357,931 | $29.1M | 0.14% | +6,938+2.0% | Added |
| American Century Companies Inc | 368,189 | $29.9M | 0.02% | +12,840+3.6% | Added |
| Geode Capital Management, LLC | 488,951 | $39.7M | 0.01% | +10,457+2.2% | Added |
| Northern Trust Corp | 493,641 | $40.1M | 0.01% | +119,869+32.1% | Added |
| Dimensional Fund Advisors LP | 647,847 | $52.6M | 0.02% | +1,555+0.2% | Added |
| Invesco Ltd. | 747,895 | $60.7M | 0.02% | +381,809+104.3% | Added |
| Amundi | 984,114 | $79.6M | 0.04% | −227,846−18.8% | Reduced |
| State Street Corp | 1,044,843 | $84.8M | 0.00% | +323,387+44.8% | Added |
| T. Rowe Price Investment Management, Inc. | 1,408,160 | $114.3M | 0.09% | −235,285−14.3% | Reduced |
| Cerity Partners LLC | 1,589,733 | $129.1M | 0.83% | +1,589,733 | New |
| Nuance Investments, LLC | 1,720,123 | $139.7M | 2.92% | −1,358,134−44.1% | Reduced |
| Vanguard Group Inc | 2,175,753 | $176.6M | 0.00% | +333,400+18.1% | Added |
| BlackRock Inc. | 5,020,204 | $407.6M | 0.01% | +2,569,816+104.9% | Added |
| Tortoise Index Solutions, LLC | 8,222 | – | – | +8,222 | New |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −71,946−100.0% | Sold out |
| Teton Advisors, Inc. | 0 | $0 | 0.00% | −62,304−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −37,450−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −36,389−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −28,300−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −20,726−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15,236−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −10,703−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −9,859−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −6,948−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −6,686−100.0% | Sold out |
| ELCO Management Co., LLC | 0 | $0 | 0.00% | −5,012−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Sonen Capital LLC | 0 | $0 | 0.00% | −3,721−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −3,612−100.0% | Sold out |
| LGL Partners, LLC | 0 | $0 | 0.00% | −3,612−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,680−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,268−100.0% | Sold out |
| Covington Capital Management | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| Liberty Wealth Management LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |