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, Q1 2025
Institutional positions in H2O America as of Mar 31, 2025. 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
- 253
- +17 vs. Q4 2024
- Shares held
- 27.2M
- +1.19M (+4.6%) vs. Q4 2024
- Total value
- $1.49B
- +$205.1M (+16.0%) vs. Q4 2024
- New holders
- 48
- 100 more added
- Sold out
- 31
- 67 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding H2O America; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | +8 | New |
| Avion Wealth | 18 | $0 | 0.00% | +18 | New |
| Bay Harbor Wealth Management, LLC | 1 | $54 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $55 | 0.00% | +1 | New |
| Abound Wealth Management | 3 | $165 | 0.00% | −1−25.0% | Reduced |
| Sofos Investments, Inc. | 4 | $219 | 0.00% | +4 | New |
| Parallel Advisors, LLC | 5 | $273 | 0.00% | −17−77.3% | Reduced |
| SJS Investment Consulting Inc. | 5 | $274 | 0.00% | +4+400.0% | Added |
| Global Financial Private Client, LLC | 6 | $328 | 0.00% | +5+500.0% | Added |
| MAI Capital Management | 6 | $329 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7 | $345 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $438 | 0.00% | +6+300.0% | Added |
| Bare Financial Services, Inc | 8 | $438 | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 9 | $493 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $547 | 0.00% | +10 | New |
| Stephens Consulting, LLC | 10 | $547 | 0.00% | +10 | New |
| Blue Bell Private Wealth Management, LLC | 11 | $602 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $657 | 0.00% | +4+50.0% | Added |
| Farther Finance Advisors, LLC | 13 | $704 | 0.00% | +11+550.0% | Added |
| Larson Financial Group LLC | 14 | $766 | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 16 | $876 | 0.00% | +10+166.7% | Added |
| Cornerstone Planning Group LLC | 17 | $931 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 19 | $1.04K | 0.00% | +18+1,800.0% | Added |
| Farmers & Merchants Investments Inc | 20 | $1.09K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $1.20K | 0.00% | −143−86.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 23 | $1.26K | 0.00% | +21+1,050.0% | Added |
| SRS Capital Advisors, Inc. | 25 | $1.37K | 0.00% | +25 | New |
| Bessemer Group Inc | 41 | $2.00K | 0.00% | −226−84.6% | Reduced |
| Simplex Trading, LLC | 40 | $2.00K | 0.00% | −32−44.4% | Reduced |
| Covestor Ltd | 41 | $2.00K | 0.00% | +25+156.3% | Added |
| Hemington Wealth Management | 39 | $2.00K | 0.00% | +32+457.1% | Added |
| Hexagon Capital Partners LLC | 45 | $2.46K | 0.00% | +45 | New |
| Rothschild Investment LLC | 60 | $3.28K | 0.00% | +45+300.0% | Added |
| Ameriflex Group, Inc. | 69 | $3.78K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 79 | $4.00K | 0.00% | +79 | New |
| Leonteq Securities AG | 79 | $4.33K | 0.00% | −4−4.8% | Reduced |
| SBI Securities Co., Ltd. | 80 | $4.38K | 0.00% | −3−3.6% | Reduced |
| VSM Wealth Advisory, LLC | 97 | $5.30K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $5.47K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 115 | $6.29K | 0.00% | +101+721.4% | Added |
| Smartleaf Asset Management LLC | 120 | $6.43K | 0.00% | −205−63.1% | Reduced |
| Skopos Labs, Inc. | 123 | $6.73K | 0.00% | +123 | New |
| Fifth Third Bancorp | 137 | $7.49K | 0.00% | −66−32.5% | Reduced |
| Quarry LP | 149 | $8.15K | 0.00% | −519−77.7% | Reduced |
| EverSource Wealth Advisors, LLC | 179 | $9.79K | 0.00% | +94+110.6% | Added |
| Federated Hermes, Inc. | 180 | $9.84K | 0.00% | +180 | New |
| Ronald Blue Trust, Inc. | 200 | $10.9K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 196 | $11.0K | 0.00% | +71+56.8% | Added |
| Estabrook Capital Management | 204 | $11.2K | 0.00% | +2+1.0% | Added |
| Rise Advisors, LLC | 214 | $11.7K | 0.01% | +214 | New |
| Massmutual Trust Co FSB | 220 | $12.0K | 0.00% | +42+23.6% | Added |
| West Oak Capital, LLC | 250 | $13.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 253 | $13.8K | 0.00% | +51+25.2% | Added |
| AdvisorNet Financial, Inc | 285 | $15.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 352 | $19.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 440 | $24.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 456 | $24.9K | 0.00% | −298−39.5% | Reduced |
| Public Employees Retirement System of Ohio | 499 | $27.3K | 0.00% | +53+11.9% | Added |
| Advisor Group Holdings, Inc. | 502 | $27.5K | 0.00% | +22+4.6% | Added |
| Ostrum Asset Management | 517 | $28.3K | 0.00% | −683−56.9% | Reduced |
| US Bancorp | 525 | $28.7K | 0.00% | −300−36.4% | Reduced |
| Clarity Asset Management, Inc. | 562 | $30.7K | 0.02% | −205−26.7% | Reduced |
| Sterling Capital Management LLC | 577 | $31.6K | 0.00% | −478−45.3% | Reduced |
| Quadrant Capital Group LLC | 578 | $31.6K | 0.00% | +406+236.0% | Added |
| Medallion Wealth Advisors, LLC | 660 | $35.8K | 0.02% | +660 | New |
| Costello Asset Management, INC | 757 | $41.4K | 0.02% | +757 | New |
| Hughes Financial Services, LLC | 860 | $46.6K | 0.01% | +860 | New |
| Private Trust Co NA | 855 | $46.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,208 | $66.1K | 0.00% | +335+38.4% | Added |
| GAMMA Investing LLC | 1,342 | $73.4K | 0.01% | +880+190.5% | Added |
| CWM, LLC | 1,395 | $76.0K | 0.00% | +985+240.2% | Added |
| Russell Investments Group, Ltd. | 1,595 | $87.2K | 0.00% | +829+108.2% | Added |
| Coldstream Capital Management Inc | 1,823 | $99.7K | 0.00% | +1,823 | New |
| Point72 (DIFC) Ltd | 1,863 | $101.9K | 0.01% | +1,860+62,000.0% | Added |
| Creative Financial Designs Inc | 2,250 | $123.0K | 0.01% | +71+3.3% | Added |
| Public Employees Retirement Association of Colorado | 2,872 | $157.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,307 | $180.9K | 0.01% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3,624 | $198.2K | 0.16% | +10.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,688 | $201.7K | 0.01% | +3,688 | New |
| Tiaa Trust, National Association | 3,690 | $201.8K | 0.00% | +3,690 | New |
| Snowden Capital Advisors LLC | 3,718 | $203.3K | 0.01% | +3,718 | New |
| Point72 Asset Management, L.P. | 4,028 | $220.3K | 0.00% | +4,028 | New |
| Prosperity Consulting Group, LLC | 4,194 | $229.4K | 0.02% | −481−10.3% | Reduced |
| Sherbrooke Park Advisers LLC | 4,225 | $231.1K | 0.11% | +4,225 | New |
| Bridgefront Capital, LLC | 4,249 | $232.4K | 0.07% | +4,249 | New |
| The PNC Financial Services Group, Inc. | 4,283 | $234.2K | 0.00% | +2,204+106.0% | Added |
| ELCO Management Co., LLC | 4,314 | $235.9K | 0.13% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,614 | $252.3K | 0.00% | +4,614 | New |
| Virtu Financial LLC | 4,618 | $253.0K | 0.01% | +4,618 | New |
| FMR LLC | 4,994 | $273.1K | 0.00% | −35,927−87.8% | Reduced |
| Everstar Asset Management, LLC | 5,000 | $273.4K | 0.18% | +5,000 | New |
| Allworth Financial LP | 5,189 | $282.1K | 0.00% | −26−0.5% | Reduced |
| Quantinno Capital Management LP | 5,181 | $283.4K | 0.00% | +5,181 | New |
| Petrus Trust Company, LTA | 5,196 | $284.2K | 0.03% | +776+17.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,233 | $286.2K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 5,291 | $289.4K | 0.01% | 00.0% | Unchanged |
| One Capital Management, LLC | 5,437 | $297.3K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,466 | $303.1K | 0.00% | +187+3.5% | Added |
| Cullen Capital Management LLC | 5,634 | $308.5K | 0.00% | +5,634 | New |
| Arete Wealth Advisors, LLC | 5,722 | $313.0K | 0.02% | 00.0% | Unchanged |