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 2024
Institutional positions in H2O America as of Mar 31, 2024. 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
- 228
- 0 vs. Q4 2023
- Shares held
- 24.8M
- +282.4K (+1.2%) vs. Q4 2023
- Total value
- $1.40B
- −$199.2M (−12.4%) vs. Q4 2023
- New holders
- 26
- 89 more added
- Sold out
- 26
- 86 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: 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, Q1 2024
Shares, value and share of portfolio for each institution holding H2O America; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $112 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $170 | 0.00% | −2−40.0% | Reduced |
| SJS Investment Consulting Inc. | 4 | $227 | 0.00% | −3−42.9% | Reduced |
| Rothschild Investment LLC | 5 | $283 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $339 | 0.00% | +6 | New |
| Abound Wealth Management | 6 | $340 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 8 | $453 | 0.00% | +7+700.0% | Added |
| Lindbrook Capital, LLC | 11 | $622 | 0.00% | −55−83.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 11 | $622 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 11 | $622 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $623 | 0.00% | −7−38.9% | Reduced |
| Massmutual Trust Co FSB | 12 | $679 | 0.00% | −7−36.8% | Reduced |
| AdvisorNet Financial, Inc | 14 | $792 | 0.00% | +8+133.3% | Added |
| Covestor Ltd | 10 | $1.00K | 0.00% | +7+233.3% | Added |
| Farmers & Merchants Investments Inc | 20 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $1.42K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 48 | $2.72K | 0.00% | +13+37.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 51 | $2.89K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 59 | $3.36K | 0.00% | +59 | Added |
| Russell Investments Group, Ltd. | 76 | $4.30K | 0.00% | −33−30.3% | Reduced |
| Trust Co of Vermont | 80 | $4.53K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 80 | $4.53K | 0.00% | +6+8.1% | Added |
| Rise Advisors, LLC | 85 | $4.81K | 0.00% | +85 | New |
| Parallel Advisors, LLC | 85 | $4.81K | 0.00% | +49+136.1% | Added |
| Quarry LP | 90 | $5.09K | 0.00% | −324−78.3% | Reduced |
| GAMMA Investing LLC | 116 | $6.56K | 0.00% | −87−42.9% | Reduced |
| Bessemer Group Inc | 126 | $7.00K | 0.00% | −5,998−97.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 132 | $7.46K | 0.00% | +132 | New |
| Simplex Trading, LLC | 175 | $9.00K | 0.00% | +175 | New |
| CWM, LLC | 183 | $10.0K | 0.00% | +166+976.5% | Added |
| Hanson & Doremus Investment Management | 200 | $11.0K | 0.00% | +200 | New |
| West Oak Capital, LLC | 250 | $14.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 262 | $14.8K | 0.00% | +111+73.5% | Added |
| Public Employees Retirement System of Ohio | 304 | $17.2K | 0.00% | +34+12.6% | Added |
| Millburn Ridgefield Corp | 331 | $18.7K | 0.00% | +42+14.5% | Added |
| Catalyst Capital Advisors LLC | 331 | $18.7K | 0.00% | +42+14.5% | Added |
| Advisor Group Holdings, Inc. | 372 | $21.1K | 0.00% | +143+62.4% | Added |
| Glen Eagle Advisors, LLC | 400 | $22.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 440 | $24.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 553 | $31.3K | 0.00% | −8,410−93.8% | Reduced |
| Umb Bank N A | 616 | $34.9K | 0.00% | +16+2.7% | Added |
| Nisa Investment Advisors, LLC | 626 | $35.4K | 0.00% | +263+72.5% | Added |
| Clarity Asset Management, Inc. | 701 | $39.7K | 0.03% | +92+15.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 800 | $45.3K | 0.00% | −500−38.5% | Reduced |
| Ostrum Asset Management | 868 | $49.1K | 0.00% | +506+139.8% | Added |
| Natixis Investment Managers International | 930 | $52.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 943 | $53.4K | 0.00% | +227+31.7% | Added |
| Ziegler Capital Management, LLC | 10,950 | $62.0K | 0.00% | +732+7.2% | Added |
| Quadrant Capital Group LLC | 1,154 | $65.3K | 0.01% | −1,074−48.2% | Reduced |
| Global Retirement Partners, LLC | 1,594 | $90.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,610 | $91.1K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,678 | $95.0K | 0.00% | −171−9.2% | Reduced |
| Creative Financial Designs Inc | 2,901 | $164.2K | 0.02% | −3,063−51.4% | Reduced |
| Royal Bank of Canada | 3,069 | $174.0K | 0.00% | −10,400−77.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,307 | $187.1K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,430 | $194.1K | 0.00% | −1,898−35.6% | Reduced |
| HSBC Holdings PLC | 3,544 | $200.6K | 0.00% | +3,544 | New |
| SG Americas Securities, LLC | 3,608 | $204.0K | 0.00% | +1,679+87.0% | Added |
| Kepos Capital LP | 3,723 | $211.0K | 0.05% | −130−3.4% | Reduced |
| Jupiter Asset Management Ltd | 3,750 | $212.2K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,794 | $214.7K | 0.02% | −182−4.6% | Reduced |
| Cim Investment Mangement Inc | 3,879 | $219.5K | 0.07% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 3,955 | $223.9K | 0.07% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,968 | $225.0K | 0.00% | −259−6.1% | Reduced |
| HighTower Advisors, LLC | 3,955 | $228.0K | 0.00% | −1,990−33.5% | Reduced |
| Algert Global LLC | 4,050 | $229.2K | 0.01% | −2,079−33.9% | Reduced |
| Tiaa Trust, National Association | 4,090 | $231.5K | 0.00% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 4,467 | $234.8K | 0.08% | +4,467 | New |
| Teacher Retirement System of Texas | 4,153 | $235.0K | 0.00% | −1,626−28.1% | Reduced |
| Centiva Capital, LP | 4,157 | $235.2K | 0.01% | +4,157 | New |
| Engineers Gate Manager LP | 4,212 | $238.4K | 0.01% | −5,127−54.9% | Reduced |
| Millennium Management LLC | 4,391 | $248.5K | 0.00% | −9,855−69.2% | Reduced |
| IFM Investors Pty Ltd | 4,422 | $250.2K | 0.00% | +4,422 | New |
| SEI Investments Co | 4,560 | $258.1K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,600 | $260.3K | 0.00% | +4,600 | New |
| Verition Fund Management LLC | 4,662 | $263.8K | 0.00% | +1,292+38.3% | Added |
| Mutual of America Capital Management LLC | 5,007 | $283.3K | 0.00% | −79−1.6% | Reduced |
| Allworth Financial LP | 5,145 | $291.2K | 0.00% | +6+0.1% | Added |
| Ellevest, Inc. | 5,167 | $292.4K | 0.02% | −3,011−36.8% | Reduced |
| Cetera Investment Advisers | 5,242 | $296.7K | 0.00% | +5,242 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,335 | $301.9K | 0.00% | −8−0.1% | Reduced |
| One Capital Management, LLC | 5,437 | $307.7K | 0.01% | +5,437 | New |
| Numerai GP LLC | 5,448 | $308.3K | 0.13% | +5,448 | New |
| Kennedy Capital Management, Inc. | 5,483 | $310.3K | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 5,456 | $311.2K | 0.02% | +2,386+77.7% | Added |
| Truist Financial Corp | 5,516 | $312.1K | 0.00% | +1,001+22.2% | Added |
| Tortoise Index Solutions, LLC | 5,696 | $322.3K | 0.06% | −65−1.1% | Reduced |
| Daiwa Securities Group Inc. | 5,830 | $330.0K | 0.00% | +2,123+57.3% | Added |
| MQS Management LLC | 5,958 | $337.2K | 0.19% | +5,958 | New |
| SOL Capital Management CO | 6,000 | $340.0K | 0.04% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 6,418 | $363.2K | 0.00% | +1,846+40.4% | Added |
| Jane Street Group, LLC | 6,589 | $372.9K | 0.00% | −28,669−81.3% | Reduced |
| Pictet Asset Management Holding SA | 6,746 | $381.8K | 0.00% | +1,262+23.0% | Added |
| Everence Capital Management Inc | 7,380 | $418.0K | 0.03% | +3,850+109.1% | Added |
| Aquatic Capital Management LLC | 7,400 | $418.8K | 0.01% | +6,300+572.7% | Added |
| Van Eck Associates Corp | 7,513 | $425.0K | 0.00% | +47+0.6% | Added |
| Oregon Public Employees Retirement Fund | 7,810 | $442.0K | 0.01% | −700−8.2% | Reduced |
| Handelsbanken Fonder AB | 8,036 | $455.0K | 0.00% | +290+3.7% | Added |
| Cullen Capital Management LLC | 8,224 | $465.4K | 0.01% | +3,237+64.9% | Added |