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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 196 | $10.6K | 0.00% | +80+69.0% | Added |
| Lindbrook Capital, LLC | 173 | $9.38K | 0.00% | +162+1,472.7% | Added |
| Fifth Third Bancorp | 166 | $9.00K | 0.00% | +86+107.5% | Added |
| Bessemer Group Inc | 129 | $7.00K | 0.00% | +3+2.4% | Added |
| Private Wealth Management Group, LLC | 127 | $6.89K | 0.00% | +127 | New |
| Rise Advisors, LLC | 121 | $6.55K | 0.00% | +36+42.4% | Added |
| Simplex Trading, LLC | 121 | $6.00K | 0.00% | −54−30.9% | Reduced |
| SRS Capital Advisors, Inc. | 107 | $5.80K | 0.00% | +107 | New |
| Massmutual Trust Co FSB | 91 | $4.93K | 0.00% | +79+658.3% | Added |
| Parallel Advisors, LLC | 71 | $3.86K | 0.00% | −14−16.5% | Reduced |
| Valley National Advisers Inc | 40 | $2.00K | 0.00% | +40 | New |
| Umb Bank N A | 32 | $1.74K | 0.00% | −584−94.8% | Reduced |
| AdvisorNet Financial, Inc | 26 | $1.41K | 0.00% | +12+85.7% | Added |
| First Pacific Financial | 25 | $1.36K | 0.00% | −23−47.9% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $922 | 0.00% | −8−32.0% | Reduced |
| Coppell Advisory Solutions LLC | 15 | $813 | 0.00% | +15 | New |
| EverSource Wealth Advisors, LLC | 11 | $667 | 0.00% | +11 | New |
| Proequities, Inc. | 11 | $596 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 11 | $596 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $543 | 0.00% | −1−9.1% | Reduced |
| Parkside Financial Bank & Trust | 8 | $434 | 0.00% | +8 | New |
| Abound Wealth Management | 6 | $326 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6 | $325 | 0.00% | −2−25.0% | Reduced |
| Rothschild Investment LLC | 5 | $271 | 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 |
| Farther Finance Advisors, LLC | 2 | $110 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $0 | 0.00% | −2−20.0% | Reduced |
| American Century Companies Inc | 0 | $0 | 0.00% | −448,972−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −97,419−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −26,417−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −25,432−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −18,945−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −13,462−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −17,091−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,413−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −10,551−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −6,418−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,958−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −5,456−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −5,448−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −5,167−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,212−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,157−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −4,153−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −3,879−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,794−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,608−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −3,544−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,678−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Tortoise Index Solutions, LLC | – | – | – | – | Not filed |
| Ziegler Capital Management, LLC | – | – | – | – | Not filed |