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, Q4 2024
Institutional positions in H2O America as of Dec 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
- 240
- −9 vs. Q3 2024
- Shares held
- 26.3M
- +777.1K (+3.0%) vs. Q3 2024
- Total value
- $1.29B
- −$188.0M (−12.7%) vs. Q3 2024
- New holders
- 36
- 88 more added
- Sold out
- 45
- 85 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding H2O America; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 7 | $0 | 0.00% | −7−50.0% | Reduced |
| Huntington National Bank | 1 | $49 | 0.00% | −5−83.3% | Reduced |
| IFP Advisors, Inc | 1 | $49 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $49 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $50 | 0.00% | −5−83.3% | Reduced |
| Farther Finance Advisors, LLC | 2 | $98 | 0.00% | −1−33.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 2 | $98 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $99 | 0.00% | −4−66.7% | Reduced |
| Point72 (DIFC) Ltd | 3 | $168 | 0.00% | −701−99.6% | Reduced |
| Abound Wealth Management | 4 | $197 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $296 | 0.00% | −13−68.4% | Reduced |
| MAI Capital Management | 6 | $296 | 0.00% | +6 | New |
| Principal Securities, Inc. | 7 | $345 | 0.00% | +7 | New |
| Parkside Financial Bank & Trust | 8 | $394 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $443 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 10 | $492 | 0.00% | +10 | New |
| Blue Bell Private Wealth Management, LLC | 11 | $541 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 12 | $591 | 0.00% | +2+20.0% | Added |
| Umb Bank N A | 14 | $689 | 0.00% | −56−80.0% | Reduced |
| Rothschild Investment LLC | 15 | $738 | 0.00% | −25−62.5% | Reduced |
| Coppell Advisory Solutions LLC | 15 | $743 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $834 | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 20 | $984 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 16 | $1.00K | 0.00% | +8+100.0% | Added |
| Parallel Advisors, LLC | 22 | $1.11K | 0.00% | −4−15.4% | Reduced |
| R Squared Ltd | 30 | $1.48K | 0.00% | +30 | New |
| Simplex Trading, LLC | 72 | $3.00K | 0.00% | +24+50.0% | Added |
| Ameriflex Group, Inc. | 69 | $3.45K | 0.00% | +69 | New |
| Private Wealth Management Group, LLC | 80 | $3.94K | 0.00% | −47−37.0% | Reduced |
| SBI Securities Co., Ltd. | 83 | $4.08K | 0.00% | +83 | New |
| Leonteq Securities AG | 83 | $4.09K | 0.00% | +83 | New |
| EverSource Wealth Advisors, LLC | 85 | $4.18K | 0.00% | +74+672.7% | Added |
| VSM Wealth Advisory, LLC | 97 | $4.77K | 0.00% | +97 | New |
| Danske Bank A/S | 100 | $4.92K | 0.00% | −900−90.0% | Reduced |
| Harbor Capital Advisors, Inc. | 125 | $6.00K | 0.00% | +21+20.2% | Added |
| Signaturefd, LLC | 150 | $7.38K | 0.00% | −194−56.4% | Reduced |
| Point72 Hong Kong Ltd | 155 | $7.62K | 0.00% | +155 | New |
| True Wealth Design, LLC | 165 | $8.12K | 0.00% | +165 | New |
| Lindbrook Capital, LLC | 166 | $8.17K | 0.00% | −14−7.8% | Reduced |
| Quadrant Capital Group LLC | 172 | $8.47K | 0.00% | −388−69.3% | Reduced |
| Massmutual Trust Co FSB | 178 | $8.76K | 0.00% | +82+85.4% | Added |
| Ronald Blue Trust, Inc. | 200 | $9.84K | 0.00% | +170+566.7% | Added |
| Estabrook Capital Management | 202 | $9.94K | 0.00% | +1+0.5% | Added |
| Versant Capital Management, Inc | 202 | $9.94K | 0.00% | +202 | New |
| Fifth Third Bancorp | 203 | $9.99K | 0.00% | +20+10.9% | Added |
| West Oak Capital, LLC | 250 | $12.3K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 256 | $12.6K | 0.00% | −2−0.8% | Reduced |
| Bessemer Group Inc | 267 | $13.0K | 0.00% | −8−2.9% | Reduced |
| AdvisorNet Financial, Inc | 285 | $14.0K | 0.00% | −26−8.4% | Reduced |
| Smartleaf Asset Management LLC | 325 | $16.1K | 0.00% | +12+3.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 352 | $17.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 400 | $19.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 410 | $20.0K | 0.00% | −510−55.4% | Reduced |
| Spire Wealth Management | 440 | $21.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 446 | $22.0K | 0.00% | +446 | New |
| GAMMA Investing LLC | 462 | $22.7K | 0.00% | +115+33.1% | Added |
| Advisor Group Holdings, Inc. | 480 | $23.6K | 0.00% | +106+28.3% | Added |
| Quarry LP | 668 | $32.9K | 0.01% | +369+123.4% | Added |
| Nisa Investment Advisors, LLC | 754 | $37.1K | 0.00% | −24−3.1% | Reduced |
| Russell Investments Group, Ltd. | 766 | $37.7K | 0.00% | +300+64.4% | Added |
| Clarity Asset Management, Inc. | 767 | $37.8K | 0.02% | +5+0.7% | Added |
| US Bancorp | 825 | $40.6K | 0.00% | −430−34.3% | Reduced |
| Private Trust Co NA | 855 | $42.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 873 | $43.0K | 0.00% | −3,231−78.7% | Reduced |
| Natixis Investment Managers International | 930 | $45.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,055 | $51.9K | 0.00% | +943+842.0% | Added |
| Ostrum Asset Management | 1,200 | $59.1K | 0.01% | +737+159.2% | Added |
| Global Retirement Partners, LLC | 1,687 | $83.0K | 0.00% | −259−13.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,079 | $102.3K | 0.00% | +673+47.9% | Added |
| Creative Financial Designs Inc | 2,179 | $107.2K | 0.01% | −893−29.1% | Reduced |
| Public Employees Retirement Association of Colorado | 2,872 | $141.0K | 0.00% | −885−23.6% | Reduced |
| Ameritas Investment Partners, Inc. | 3,307 | $162.8K | 0.01% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3,623 | $178.3K | 0.15% | +3,623 | New |
| ISAM Funds (UK) Ltd | 4,238 | $208.6K | 0.16% | +4,238 | New |
| ELCO Management Co., LLC | 4,314 | $212.3K | 0.11% | +4,314 | New |
| IFM Investors Pty Ltd | 4,342 | $213.7K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 4,420 | $217.6K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,430 | $218.1K | 0.00% | +233+5.6% | Added |
| Centiva Capital, LP | 4,478 | $220.4K | 0.01% | −4,183−48.3% | Reduced |
| Mutual of America Capital Management LLC | 4,583 | $225.6K | 0.00% | +105+2.3% | Added |
| Prosperity Consulting Group, LLC | 4,675 | $230.1K | 0.02% | +4,675 | New |
| Two Sigma Securities, LLC | 4,736 | $233.1K | 0.04% | +4,736 | New |
| Allworth Financial LP | 5,215 | $240.3K | 0.00% | −214−3.9% | Reduced |
| Inceptionr LLC | 4,938 | $243.0K | 0.05% | −1,186−19.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,233 | $257.6K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,279 | $259.1K | 0.00% | −2,932−35.7% | Reduced |
| Algert Global LLC | 5,291 | $260.4K | 0.01% | −1,825−25.6% | Reduced |
| One Capital Management, LLC | 5,437 | $267.6K | 0.01% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 5,484 | $269.9K | 0.05% | +589+12.0% | Added |
| Atria Investments LLC | 5,487 | $270.1K | 0.00% | −417−7.1% | Reduced |
| Arete Wealth Advisors, LLC | 5,722 | $281.0K | 0.02% | +5,722 | New |
| SOL Capital Management CO | 6,000 | $295.0K | 0.03% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 6,100 | $300.2K | 0.00% | +6,100 | New |
| Kestra Advisory Services, LLC | 6,141 | $302.3K | 0.00% | −1,366−18.2% | Reduced |
| Ethic Inc. | 6,195 | $304.9K | 0.01% | −8,268−57.2% | Reduced |
| Royal Bank of Canada | 6,306 | $310.0K | 0.00% | −1,043−14.2% | Reduced |
| EntryPoint Capital, LLC | 6,389 | $314.5K | 0.13% | +2,751+75.6% | Added |
| ExodusPoint Capital Management, LP | 6,655 | $328.0K | 0.00% | +6,655 | New |
| Pictet Asset Management Holding SA | 6,669 | $328.2K | 0.00% | +1,320+24.7% | Added |
| Jump Financial, LLC | 6,685 | $329.0K | 0.01% | −14,340−68.2% | Reduced |