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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.

Q1 2025 vs. Q4 2024

How the institutions holding H2O America changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of HTO: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders2404253+17
Shares26.3M237.1K27.2M+1.19M (+4.6%)
Value$1.29B$11.7M$1.49B+$205.1M (+16.0%)

4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held H2O America at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to HTO in Q1 2025
InstitutionSharesValue% of portfolio
CIBC Private Wealth Group, LLC700,000$35.7M0.08%
Marshall Wace, LLP270,499$14.8M0.02%
Nuveen, LLC266,406$14.6M0.00%
Hotchkis & Wiley Capital Management LLC214,660$11.7M0.04%
Zimmer Partners, LP83,000$4.54M0.09%
Jane Street Group, LLC56,701$3.10M0.01%
Trexquant Investment LP30,153$1.65M0.02%
CoreCommodity Management, LLC28,124$1.54M0.25%
Schonfeld Strategic Advisors LLC26,800$1.47M0.01%
HRT Financial LP19,254$1.05M0.01%
Meeder Asset Management Inc16,267$889.6K0.06%
Campbell & CO Investment Adviser LLC15,978$873.8K0.07%
XTX Topco Ltd11,007$602.0K0.03%
Dynamic Technology Lab Private Ltd10,009$547.0K0.08%
Nebula Research & Development LLC9,111$498.3K0.05%
D.A. Davidson & Co.8,781$480.2K0.00%
CIBC World Markets Corp7,422$405.9K0.00%
Universal- Beteiligungs- und Servicegesellschaft mbH5,900$322.7K0.00%
Cullen Capital Management LLC5,634$308.5K0.00%
Quantinno Capital Management LP5,181$283.4K0.00%
Everstar Asset Management, LLC5,000$273.4K0.18%
Virtu Financial LLC4,618$253.0K0.01%
Teacher Retirement System of Texas4,614$252.3K0.00%
Bridgefront Capital, LLC4,249$232.4K0.07%
Sherbrooke Park Advisers LLC4,225$231.1K0.11%
Point72 Asset Management, L.P.4,028$220.3K0.00%
Snowden Capital Advisors LLC3,718$203.3K0.01%
Tiaa Trust, National Association3,690$201.8K0.00%
Y-Intercept (Hong Kong) Ltd3,688$201.7K0.01%
Coldstream Capital Management Inc1,823$99.7K0.00%
Hughes Financial Services, LLC860$46.6K0.01%
Costello Asset Management, INC757$41.4K0.02%
Medallion Wealth Advisors, LLC660$35.8K0.02%
Rise Advisors, LLC214$11.7K0.01%
Federated Hermes, Inc.180$9.84K0.00%
Skopos Labs, Inc.123$6.73K0.00%
Hantz Financial Services, Inc.79$4.00K0.00%
Hexagon Capital Partners LLC45$2.46K0.00%
SRS Capital Advisors, Inc.25$1.37K0.00%
Larson Financial Group LLC14$7660.00%
South State Corp.10$5470.00%
Stephens Consulting, LLC10$5470.00%
Bare Financial Services, Inc8$4380.00%
Sofos Investments, Inc.4$2190.00%
HFM Investment Advisors, LLC1$550.00%
Bay Harbor Wealth Management, LLC1$540.00%
Capital Advisors, Ltd. LLC8$00.00%
Avion Wealth18$00.00%

Sold out (31)

Institutions that held H2O America at the end of Q4 2024 and filed for Q1 2025 without it.

Not filed for Q1 2025 yet (4)

Institutions that held H2O America at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HTO in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC234,430$11.5M
Global Retirement Partners, LLC1,687$83.0K
Natixis Investment Managers International930$45.8K
Financial Gravity Companies, Inc.12$591