H2O America

HTO

Exchange: Nasdaq
Industry: Water Supply
SEC CIK: 0000766829

SEC filings (opens in a new tab)

In the last 90 days, H2O America insiders filed 1 open-market purchase and 0 sales; 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.

Q1 2024 vs. Q4 2023

How the institutions holding H2O America changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of HTO: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	230	2	228	0
Shares	24.5M	10.6K	24.8M	+282.4K (+1.2%)
Value	$1.60B	$694.2K	$1.40B	−$199.2M (−12.4%)

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held H2O America at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to HTO in Q1 2024
Institution	Shares	Value	% of portfolio
Edgestream Partners, L.P.	42,840	$2.42M	0.12%
Keynote Financial Services LLC	27,481	$1.56M	1.30%
Schonfeld Strategic Advisors LLC	26,417	$1.49M	0.01%
Jackson Creek Investment Advisors LLC	18,945	$1.07M	0.38%
Squarepoint Ops LLC	14,755	$835.0K	0.00%
Mariner, LLC	12,248	$693.1K	0.00%
Boston Partners	10,551	$597.1K	0.00%
Nebula Research & Development LLC	10,398	$588.4K	0.13%
Cubist Systematic Strategies, LLC	8,425	$476.8K	0.01%
UniSuper Management Pty Ltd	8,392	$474.9K	0.00%
MQS Management LLC	5,958	$337.2K	0.19%
Numerai GP LLC	5,448	$308.3K	0.13%
One Capital Management, LLC	5,437	$307.7K	0.01%
Cetera Investment Advisers	5,242	$296.7K	0.00%
Capstone Investment Advisors, LLC	4,600	$260.3K	0.00%
IFM Investors Pty Ltd	4,422	$250.2K	0.00%
Centiva Capital, LP	4,157	$235.2K	0.01%
Canvas Wealth Advisors, LLC	4,467	$234.8K	0.08%
HSBC Holdings PLC	3,544	$200.6K	0.00%
Hanson & Doremus Investment Management	200	$11.0K	0.00%
Simplex Trading, LLC	175	$9.00K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	132	$7.46K	0.00%
Rise Advisors, LLC	85	$4.81K	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	6	$339	0.00%
Rothschild Investment LLC	5	$283	0.00%
Farther Finance Advisors, LLC	2	$112	0.00%

Sold out (26)

Institutions that held H2O America at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of HTO in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Capital Research Global Investors	242,255	$15.8M
Duff & Phelps Investment Management Co	98,239	$6.42M
ExodusPoint Capital Management, LP	16,500	$1.08M
HRT Financial LP	14,736	$962.0K
Occudo Quantitative Strategies LP	14,285	$933.5K
Susquehanna Portfolio Strategies, LLC	10,742	$702.0K
Tortoise Capital Advisors, L.L.C.	10,164	$664.2K
Harbor Capital Advisors, Inc.	7,640	$499.3K
Shell Asset Management Co	7,004	$458.0K
Virtus Investment Advisers, Inc.	6,970	$455.5K
Virtu Financial LLC	4,972	$325.0K
Janney Montgomery Scott LLC	3,707	$242.0K
CI Private Wealth, LLC	3,440	$224.8K
Inceptionr LLC	3,373	$220.4K
Marshall Wace, LLP	3,154	$206.1K
Glenmede Trust Co NA	3,071	$200.7K
EntryPoint Capital, LLC	733	$47.9K
C M Bidwell & Associates Ltd	530	$34.6K
Advisory Services Network, LLC	388	$25.4K
Benjamin F. Edwards & Company, Inc.	221	$14.0K
Private Ocean, LLC	137	$8.95K
Northwestern Mutual Wealth Management Co	100	$6.54K
LGT Financial Advisors LLC	48	$3.14K
Ronald Blue Trust, Inc.	45	$3.00K
Planned Solutions, Inc.	16	$1.05K
Psagot Value Holdings Ltd. / (Israel)	2	$0

Not filed for Q1 2024 yet (2)

Institutions that held H2O America at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HTO in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Putnam Investments LLC	10,534	$688.4K
Coppell Advisory Solutions LLC	89	$5.82K