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.
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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 253 | $13.8K | 0.00% | +51+25.2% | Added |
| West Oak Capital, LLC | 250 | $13.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 220 | $12.0K | 0.00% | +42+23.6% | Added |
| Rise Advisors, LLC | 214 | $11.7K | 0.01% | +214 | New |
| Estabrook Capital Management | 204 | $11.2K | 0.00% | +2+1.0% | Added |
| Harbor Capital Advisors, Inc. | 196 | $11.0K | 0.00% | +71+56.8% | Added |
| Ronald Blue Trust, Inc. | 200 | $10.9K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 180 | $9.84K | 0.00% | +180 | New |
| EverSource Wealth Advisors, LLC | 179 | $9.79K | 0.00% | +94+110.6% | Added |
| Quarry LP | 149 | $8.15K | 0.00% | −519−77.7% | Reduced |
| Fifth Third Bancorp | 137 | $7.49K | 0.00% | −66−32.5% | Reduced |
| Skopos Labs, Inc. | 123 | $6.73K | 0.00% | +123 | New |
| Smartleaf Asset Management LLC | 120 | $6.43K | 0.00% | −205−63.1% | Reduced |
| Umb Bank N A | 115 | $6.29K | 0.00% | +101+721.4% | Added |
| Danske Bank A/S | 100 | $5.47K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 97 | $5.30K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 80 | $4.38K | 0.00% | −3−3.6% | Reduced |
| Leonteq Securities AG | 79 | $4.33K | 0.00% | −4−4.8% | Reduced |
| Hantz Financial Services, Inc. | 79 | $4.00K | 0.00% | +79 | New |
| Ameriflex Group, Inc. | 69 | $3.78K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $3.28K | 0.00% | +45+300.0% | Added |
| Hexagon Capital Partners LLC | 45 | $2.46K | 0.00% | +45 | 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 |
| SRS Capital Advisors, Inc. | 25 | $1.37K | 0.00% | +25 | New |
| Caitong International Asset Management Co., Ltd | 23 | $1.26K | 0.00% | +21+1,050.0% | Added |
| True Wealth Design, LLC | 22 | $1.20K | 0.00% | −143−86.7% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $1.09K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 19 | $1.04K | 0.00% | +18+1,800.0% | Added |
| Cornerstone Planning Group LLC | 17 | $931 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $876 | 0.00% | +10+166.7% | Added |
| Larson Financial Group LLC | 14 | $766 | 0.00% | +14 | New |
| Farther Finance Advisors, LLC | 13 | $704 | 0.00% | +11+550.0% | Added |
| Parkside Financial Bank & Trust | 12 | $657 | 0.00% | +4+50.0% | Added |
| Blue Bell Private Wealth Management, LLC | 11 | $602 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $547 | 0.00% | +10 | New |
| Stephens Consulting, LLC | 10 | $547 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 9 | $493 | 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 |
| Principal Securities, Inc. | 7 | $345 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6 | $329 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 6 | $328 | 0.00% | +5+500.0% | Added |
| SJS Investment Consulting Inc. | 5 | $274 | 0.00% | +4+400.0% | Added |
| Parallel Advisors, LLC | 5 | $273 | 0.00% | −17−77.3% | Reduced |
| Sofos Investments, Inc. | 4 | $219 | 0.00% | +4 | New |
| Abound Wealth Management | 3 | $165 | 0.00% | −1−25.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $55 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $54 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | +8 | New |
| Avion Wealth | 18 | $0 | 0.00% | +18 | New |
| 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 |