H2O America

HTO

Exchange: Nasdaq
Industry: Water Supply
SEC CIK: 0000766829

SEC filings (opens in a new tab)

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.

Q2 2025 vs. Q1 2025

How the institutions holding H2O America changed between Q1 2025 and Q2 2025.

All holders in Q2 2025 All holders in Q1 2025

13F holders of HTO: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Of which not filed for Q2 2025	Q2 2025	Change
Holders	253	1	263	+11
Shares	27.2M	4	27.9M	+700.1K (+2.6%)
Value	$1.49B	$219	$1.45B	−$31.7M (−2.1%)

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held H2O America at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to HTO in Q2 2025
Institution	Shares	Value	% of portfolio
American Century Companies Inc	262,261	$13.6M	0.01%
Norges Bank	101,207	$5.26M	0.00%
Adage Capital Partners GP, L.L.C.	100,000	$5.20M	0.01%
Vennlight Capital Management, LP	94,266	$4.90M	5.38%
Kempen Capital Management N.V.	71,016	$3.69M	0.04%
Rodgers Brothers Inc.	50,500	$2.62M	0.33%
Meritage Portfolio Management	45,550	$2.37M	0.15%
Jackson Creek Investment Advisors LLC	28,990	$1.51M	0.41%
Brevan Howard Capital Management LP	20,164	$1.05M	0.01%
Two Sigma Advisers, LP	17,300	$899.1K	0.00%
D. E. Shaw & Co., Inc.	16,003	$831.7K	0.00%
Inspire Advisors, LLC	12,098	$628.7K	0.07%
Man Group plc	8,842	$459.5K	0.00%
Susquehanna Portfolio Strategies, LLC	7,900	$410.6K	0.01%
Martingale Asset Management L P	7,788	$404.7K	0.01%
Ballentine Partners, LLC	7,714	$400.9K	0.01%
Voleon Capital Management LP	7,013	$364.5K	0.02%
Wealth Enhancement Advisory Services, LLC	5,811	$307.6K	0.00%
CWM Advisors, LLC	5,309	$275.9K	0.03%
PAX Financial Group, LLC	4,355	$226.3K	0.04%
Blueshift Asset Management, LLC	4,123	$214.3K	0.07%
Federation des caisses Desjardins du Quebec	4,083	$212.2K	0.00%
Gitterman Wealth Management, LLC	3,206	$166.7K	0.04%
Global Retirement Partners, LLC	1,687	$87.7K	0.00%
State of Wyoming	1,097	$57.0K	0.01%
S.A. Mason LLC	703	$36.5K	0.02%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	463	$24.0K	0.00%
Ameritas Advisory Services, LLC	369	$19.2K	0.00%
Vega Investment Solutions	236	$12.3K	0.00%
IFP Advisors, Inc	232	$12.1K	0.00%
Twin Peaks Wealth Advisors, LLC	96	$4.80K	0.00%
High Note Wealth, LLC	92	$4.78K	0.00%
Signaturefd, LLC	55	$2.86K	0.00%
Clearstead Advisors, LLC	50	$2.60K	0.00%
Essential Partners LLC	39	$2.03K	0.00%
Geneos Wealth Management Inc.	24	$1.25K	0.00%
UMA Financial Services, Inc.	17	$884	0.00%
Fortitude Family Office, LLC	16	$832	0.00%
Annis Gardner Whiting Capital Advisors, LLC	8	$416	0.00%
Jones Financial Companies LLLP	8	$415	0.00%
Atlantic Trust, LLC	7	$364	0.00%
Financial Gravity Companies, Inc.	2	$104	0.00%
Rialto Wealth Management, LLC	1	$52	0.00%

Sold out (32)

Institutions that held H2O America at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of HTO in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Qube Research & Technologies Ltd	33,873	$1.85M
Trexquant Investment LP	30,153	$1.65M
Schonfeld Strategic Advisors LLC	26,800	$1.47M
ExodusPoint Capital Management, LP	24,393	$1.33M
Jump Financial, LLC	18,877	$1.03M
Corebridge Financial, Inc.	17,363	$949.6K
XTX Topco Ltd	11,007	$602.0K
Dynamic Technology Lab Private Ltd	10,009	$547.0K
Nebula Research & Development LLC	9,111	$498.3K
Universal- Beteiligungs- und Servicegesellschaft mbH	5,900	$322.7K
Petrus Trust Company, LTA	5,196	$284.2K
Virtu Financial LLC	4,618	$253.0K
Bridgefront Capital, LLC	4,249	$232.4K
Sherbrooke Park Advisers LLC	4,225	$231.1K
Point72 Asset Management, L.P.	4,028	$220.3K
Snowden Capital Advisors LLC	3,718	$203.3K
Tiaa Trust, National Association	3,690	$201.8K
Y-Intercept (Hong Kong) Ltd	3,688	$201.7K
Coldstream Capital Management Inc	1,823	$99.7K
Quadrant Capital Group LLC	578	$31.6K
Ostrum Asset Management	517	$28.3K
Spire Wealth Management	440	$24.1K
Ronald Blue Trust, Inc.	200	$10.9K
Quarry LP	149	$8.15K
Hexagon Capital Partners LLC	45	$2.46K
Caitong International Asset Management Co., Ltd	23	$1.26K
Parkside Financial Bank & Trust	12	$657
Blue Bell Private Wealth Management, LLC	11	$602
Stephens Consulting, LLC	10	$547
Global Financial Private Client, LLC	6	$328
Capital Advisors, Ltd. LLC	8	$0
Avion Wealth	18	$0

Not filed for Q2 2025 yet (1)

Institutions that held H2O America at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HTO in Q1 2025 that haven't filed for Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Sofos Investments, Inc.	4	$219