H2O America
HTO- Exchange
- Nasdaq
- Industry
- Water Supply
- SEC CIK
- 0000766829
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.
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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 126 | $7.00K | 0.00% | −5,998−97.9% | Reduced |
| GAMMA Investing LLC | 116 | $6.56K | 0.00% | −87−42.9% | Reduced |
| Quarry LP | 90 | $5.09K | 0.00% | −324−78.3% | Reduced |
| Parallel Advisors, LLC | 85 | $4.81K | 0.00% | +49+136.1% | Added |
| Rise Advisors, LLC | 85 | $4.81K | 0.00% | +85 | New |
| Trust Co of Vermont | 80 | $4.53K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 80 | $4.53K | 0.00% | +6+8.1% | Added |
| Russell Investments Group, Ltd. | 76 | $4.30K | 0.00% | −33−30.3% | Reduced |
| Sofos Investments, Inc. | 59 | $3.36K | 0.00% | +59 | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 51 | $2.89K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 48 | $2.72K | 0.00% | +13+37.1% | Added |
| Bell Investment Advisors, Inc | 25 | $1.42K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $1.13K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $1.00K | 0.00% | +7+233.3% | Added |
| AdvisorNet Financial, Inc | 14 | $792 | 0.00% | +8+133.3% | Added |
| Massmutual Trust Co FSB | 12 | $679 | 0.00% | −7−36.8% | Reduced |
| JFS Wealth Advisors, LLC | 11 | $623 | 0.00% | −7−38.9% | Reduced |
| 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 |
| Huntington National Bank | 8 | $453 | 0.00% | +7+700.0% | Added |
| Abound Wealth Management | 6 | $340 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $339 | 0.00% | +6 | New |
| Rothschild Investment LLC | 5 | $283 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 4 | $227 | 0.00% | −3−42.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $170 | 0.00% | −2−40.0% | Reduced |
| Farther Finance Advisors, LLC | 2 | $112 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Capital Research Global Investors | 0 | $0 | 0.00% | −242,255−100.0% | Sold out |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −98,239−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,736−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −14,285−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −10,742−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −10,164−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −7,640−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −7,004−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −6,970−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,972−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −3,707−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −3,440−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,373−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −3,154−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −3,071−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −388−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |