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 |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 48,572 | $2.66M | 0.00% | +9,124+23.1% | Added |
| Great West Life Assurance Co | 49,899 | $2.73M | 0.00% | −1,639−3.2% | Reduced |
| Barclays PLC | 51,885 | $2.84M | 0.00% | −16,201−23.8% | Reduced |
| Confluence Investment Management LLC | 53,044 | $2.90M | 0.04% | +3,877+7.9% | Added |
| Jane Street Group, LLC | 56,701 | $3.10M | 0.01% | +56,701 | New |
| Alliancebernstein L.P. | 56,940 | $3.11M | 0.00% | +22,743+66.5% | Added |
| Gamco Investors, Inc. Et Al | 57,965 | $3.17M | 0.03% | +10,215+21.4% | Added |
| Swiss National Bank | 61,100 | $3.34M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,066 | $3.45M | 0.02% | +782+1.3% | Added |
| Clean Yield Group | 64,220 | $3.51M | 1.14% | −10,488−14.0% | Reduced |
| New Age Alpha Advisors, LLC | 65,521 | $3.58M | 0.16% | +23,275+55.1% | Added |
| Susquehanna International Group, LLP | 69,102 | $3.78M | 0.01% | +43,656+171.6% | Added |
| Cubist Systematic Strategies, LLC | 77,101 | $4.22M | 0.06% | +55,190+251.9% | Added |
| Zimmer Partners, LP | 83,000 | $4.54M | 0.09% | +83,000 | New |
| Bank of America Corp | 86,192 | $4.71M | 0.00% | −47,049−35.3% | Reduced |
| Mutual of America Capital Management LLC | 90,272 | $4.94M | 0.06% | +85,689+1,869.7% | Added |
| UBS Group AG | 91,647 | $5.01M | 0.00% | +2,258+2.5% | Added |
| Franklin Resources Inc | 94,769 | $5.18M | 0.00% | +50,251+112.9% | Added |
| Public Sector Pension Investment Board | 95,919 | $5.25M | 0.02% | +20,481+27.1% | Added |
| Thematics Asset Management | 96,246 | $5.26M | 0.27% | 00.0% | Unchanged |
| First Manhattan Co | 100,202 | $5.48M | 0.02% | −3,075−3.0% | Reduced |
| Rhumbline Advisers | 102,306 | $5.60M | 0.01% | −4,893−4.6% | Reduced |
| Ameriprise Financial Inc | 111,214 | $6.08M | 0.00% | +38,635+53.2% | Added |
| JPMorgan Chase & Co | 117,759 | $6.44M | 0.00% | −35,928−23.4% | Reduced |
| ProShare Advisors LLC | 138,848 | $7.59M | 0.02% | −20,226−12.7% | Reduced |
| Gabelli Funds LLC | 146,455 | $8.01M | 0.06% | +200+0.1% | Added |
| UBS Asset Management Americas Inc | 150,530 | $8.23M | 0.00% | +16,491+12.3% | Added |
| Principal Financial Group Inc | 150,907 | $8.25M | 0.00% | +3,993+2.7% | Added |
| Duff & Phelps Investment Management Co | 182,302 | $9.97M | 0.12% | +155,579+582.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 214,660 | $11.7M | 0.04% | +214,660 | New |
| Assenagon Asset Management S.A. | 243,229 | $13.3M | 0.02% | +90,031+58.8% | Added |
| Nuveen, LLC | 266,406 | $14.6M | 0.00% | +266,406 | New |
| Marshall Wace, LLP | 270,499 | $14.8M | 0.02% | +270,499 | New |
| Goldman Sachs Group Inc | 322,971 | $17.7M | 0.00% | +6,700+2.1% | Added |
| Victory Capital Management Inc | 335,164 | $18.3M | 0.02% | +169,038+101.8% | Added |
| Bank of New York Mellon Corp | 349,823 | $19.1M | 0.00% | +22,234+6.8% | Added |
| Northern Trust Corp | 399,829 | $21.9M | 0.00% | −2,624−0.7% | Reduced |
| Schroder Investment Management Group | 411,926 | $22.1M | 0.02% | +120,346+41.3% | Added |
| KBC Group NV | 410,130 | $22.4M | 0.07% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 417,854 | $22.9M | 0.00% | +26,943+6.9% | Added |
| Legal & General Group Plc | 447,977 | $24.5M | 0.01% | +85,844+23.7% | Added |
| Morgan Stanley | 546,696 | $29.9M | 0.00% | +9,709+1.8% | Added |
| Invesco Ltd. | 618,481 | $33.8M | 0.01% | +46,976+8.2% | Added |
| CIBC Private Wealth Group, LLC | 700,000 | $35.7M | 0.08% | +700,000 | New |
| Dimensional Fund Advisors LP | 660,534 | $36.1M | 0.01% | −34,277−4.9% | Reduced |
| Geode Capital Management, LLC | 792,392 | $43.3M | 0.00% | +46,768+6.3% | Added |
| Nuance Investments, LLC | 1,167,968 | $63.9M | 4.20% | −88,580−7.0% | Reduced |
| Amundi | 1,212,318 | $66.3M | 0.02% | −98,340−7.5% | Reduced |
| First Trust Advisors LP | 1,295,831 | $70.9M | 0.06% | −21,890−1.7% | Reduced |
| State Street Corp | 1,347,452 | $73.7M | 0.00% | −464,340−25.6% | Reduced |
| Cerity Partners LLC | 1,462,249 | $80.0M | 0.16% | +2,884+0.2% | Added |
| Vanguard Group Inc | 2,675,488 | $146.3M | 0.00% | +57,846+2.2% | Added |
| BlackRock, Inc. | 5,964,998 | $326.2M | 0.01% | −350,829−5.6% | Reduced |
| Norges Bank | 0 | $0 | 0.00% | −208,360−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −49,400−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −38,063−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −37,400−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −27,800−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −23,548−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −21,999−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −20,548−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −16,793−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −10,526−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −8,652−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,373−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −6,943−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −6,389−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −6,141−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,938−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,736−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,478−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −4,342−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −4,238−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Natixis Investment Managers International | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |