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, Q2 2024
Institutional positions in H2O America as of Jun 30, 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
- 229
- +4 vs. Q1 2024
- Shares held
- 24.9M
- +160.1K (+0.6%) vs. Q1 2024
- Total value
- $1.35B
- −$49.9M (−3.6%) vs. Q1 2024
- New holders
- 33
- 91 more added
- Sold out
- 29
- 76 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding H2O America; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −2−20.0% | Reduced |
| Farther Finance Advisors, LLC | 2 | $110 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $217 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $217 | 0.00% | +1+33.3% | Added |
| Rothschild Investment LLC | 5 | $271 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6 | $325 | 0.00% | −2−25.0% | Reduced |
| Abound Wealth Management | 6 | $326 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $434 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 10 | $543 | 0.00% | −1−9.1% | Reduced |
| Proequities, Inc. | 11 | $596 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 11 | $596 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11 | $667 | 0.00% | +11 | New |
| Coppell Advisory Solutions LLC | 15 | $813 | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 17 | $922 | 0.00% | −8−32.0% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $1.08K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 25 | $1.36K | 0.00% | −23−47.9% | Reduced |
| AdvisorNet Financial, Inc | 26 | $1.41K | 0.00% | +12+85.7% | Added |
| Umb Bank N A | 32 | $1.74K | 0.00% | −584−94.8% | Reduced |
| Valley National Advisers Inc | 40 | $2.00K | 0.00% | +40 | New |
| Parallel Advisors, LLC | 71 | $3.86K | 0.00% | −14−16.5% | Reduced |
| Massmutual Trust Co FSB | 91 | $4.93K | 0.00% | +79+658.3% | Added |
| SRS Capital Advisors, Inc. | 107 | $5.80K | 0.00% | +107 | New |
| Simplex Trading, LLC | 121 | $6.00K | 0.00% | −54−30.9% | Reduced |
| Rise Advisors, LLC | 121 | $6.55K | 0.00% | +36+42.4% | Added |
| Private Wealth Management Group, LLC | 127 | $6.89K | 0.00% | +127 | New |
| Bessemer Group Inc | 129 | $7.00K | 0.00% | +3+2.4% | Added |
| Fifth Third Bancorp | 166 | $9.00K | 0.00% | +86+107.5% | Added |
| Lindbrook Capital, LLC | 173 | $9.38K | 0.00% | +162+1,472.7% | Added |
| GAMMA Investing LLC | 196 | $10.6K | 0.00% | +80+69.0% | Added |
| Russell Investments Group, Ltd. | 200 | $10.8K | 0.00% | +124+163.2% | Added |
| Signaturefd, LLC | 224 | $12.1K | 0.00% | −38−14.5% | Reduced |
| West Oak Capital, LLC | 250 | $13.6K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 283 | $15.3K | 0.00% | +283 | New |
| Millburn Ridgefield Corp | 285 | $15.5K | 0.00% | −46−13.9% | Reduced |
| Catalyst Capital Advisors LLC | 285 | $15.5K | 0.00% | −46−13.9% | Reduced |
| Smartleaf Asset Management LLC | 338 | $18.1K | 0.00% | +338 | New |
| Larson Financial Group LLC | 339 | $18.4K | 0.00% | +339 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 352 | $19.1K | 0.00% | +301+590.2% | Added |
| Public Employees Retirement System of Ohio | 358 | $19.4K | 0.00% | +54+17.8% | Added |
| Advisor Group Holdings, Inc. | 387 | $21.0K | 0.00% | +15+4.0% | Added |
| Point72 (DIFC) Ltd | 388 | $21.0K | 0.00% | +388 | New |
| Glen Eagle Advisors, LLC | 400 | $21.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 408 | $22.1K | 0.00% | −746−64.6% | Reduced |
| Spire Wealth Management | 440 | $23.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 520 | $28.0K | 0.00% | +337+184.2% | Added |
| Chris Bulman Inc | 548 | $29.7K | 0.02% | +548 | New |
| Nisa Investment Advisors, LLC | 713 | $38.7K | 0.00% | +87+13.9% | Added |
| Clarity Asset Management, Inc. | 758 | $41.1K | 0.03% | +57+8.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 800 | $43.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 816 | $44.2K | 0.00% | −127−13.5% | Reduced |
| Private Trust Co NA | 855 | $46.4K | 0.00% | −755−46.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 893 | $48.4K | 0.01% | +761+576.5% | Added |
| Natixis Investment Managers International | 930 | $50.4K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,165 | $63.2K | 0.01% | +297+34.2% | Added |
| The PNC Financial Services Group, Inc. | 1,395 | $75.6K | 0.00% | −2,035−59.3% | Reduced |
| Global Retirement Partners, LLC | 1,949 | $105.6K | 0.00% | +355+22.3% | Added |
| Aquatic Capital Management LLC | 2,800 | $151.8K | 0.01% | −4,600−62.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,307 | $179.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,396 | $184.1K | 0.02% | +495+17.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,708 | $201.1K | 0.05% | +3,708 | New |
| Snowden Capital Advisors LLC | 3,718 | $201.6K | 0.01% | +3,718 | New |
| Jupiter Asset Management Ltd | 3,750 | $203.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,757 | $204.0K | 0.00% | −211−5.3% | Reduced |
| Inceptionr LLC | 3,781 | $205.0K | 0.06% | +3,781 | New |
| Tower Research Capital LLC (TRC) | 3,951 | $214.2K | 0.00% | +3,398+614.5% | Added |
| Empire Financial Management Company, LLC | 3,955 | $214.5K | 0.07% | 00.0% | Unchanged |
| Kepos Capital LP | 4,047 | $219.0K | 0.09% | +324+8.7% | Added |
| HighTower Advisors, LLC | 4,058 | $221.0K | 0.00% | +103+2.6% | Added |
| Tiaa Trust, National Association | 4,090 | $221.8K | 0.00% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 4,508 | $244.4K | 0.00% | +86+1.9% | Added |
| SEI Investments Co | 4,611 | $250.0K | 0.00% | +51+1.1% | Added |
| Truist Financial Corp | 4,656 | $252.4K | 0.00% | −860−15.6% | Reduced |
| Inspire Advisors, LLC | 4,667 | $253.1K | 0.03% | +4,667 | New |
| Mutual of America Capital Management LLC | 4,822 | $261.4K | 0.00% | −185−3.7% | Reduced |
| Gsa Capital Partners LLP | 4,891 | $265.0K | 0.02% | +4,891 | New |
| Cetera Investment Advisers | 5,020 | $272.2K | 0.00% | −222−4.2% | Reduced |
| Atria Investments LLC | 5,054 | $274.0K | 0.00% | +5,054 | New |
| Point72 Asset Management, L.P. | 5,100 | $276.5K | 0.00% | +5,100 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,308 | $287.8K | 0.00% | −27−0.5% | Reduced |
| Pictet Asset Management Holding SA | 5,349 | $290.0K | 0.00% | −1,397−20.7% | Reduced |
| Cullen Capital Management LLC | 5,434 | $294.6K | 0.00% | −2,790−33.9% | Reduced |
| One Capital Management, LLC | 5,437 | $294.8K | 0.01% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 5,483 | $297.3K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 5,840 | $316.6K | 0.00% | −15,708−72.9% | Reduced |
| Allworth Financial LP | 5,422 | $320.0K | 0.00% | +277+5.4% | Added |
| Royal Bank of Canada | 5,959 | $323.0K | 0.00% | +2,890+94.2% | Added |
| SOL Capital Management CO | 6,000 | $325.0K | 0.04% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 6,042 | $328.0K | 0.00% | +6,042 | New |
| Brevan Howard Capital Management LP | 6,493 | $352.1K | 0.02% | +6,493 | New |
| Petrus Trust Company, LTA | 6,980 | $378.5K | 0.04% | +6,980 | New |
| Daiwa Securities Group Inc. | 7,089 | $384.0K | 0.00% | +1,259+21.6% | Added |
| Oregon Public Employees Retirement Fund | 7,110 | $385.5K | 0.01% | −700−9.0% | Reduced |
| Algert Global LLC | 7,116 | $385.8K | 0.01% | +3,066+75.7% | Added |
| Everence Capital Management Inc | 7,380 | $402.0K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,461 | $404.5K | 0.00% | +2,799+60.0% | Added |
| Eqis Capital Management, Inc. | 7,754 | $420.4K | 0.03% | −5,252−40.4% | Reduced |
| Canvas Wealth Advisors, LLC | 7,115 | $433.6K | 0.13% | +2,648+59.3% | Added |
| EP Wealth Advisors, LLC | 8,031 | $435.4K | 0.00% | −500−5.9% | Reduced |
| Handelsbanken Fonder AB | 8,065 | $437.0K | 0.00% | +29+0.4% | Added |
| Lido Advisors, LLC | 8,188 | $444.0K | 0.00% | −102−1.2% | Reduced |