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, Q2 2025
Institutional positions in H2O America as of Jun 30, 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
- 263
- +11 vs. Q1 2025
- Shares held
- 27.9M
- +700.1K (+2.6%) vs. Q1 2025
- Total value
- $1.45B
- −$31.7M (−2.1%) vs. Q1 2025
- New holders
- 43
- 113 more added
- Sold out
- 32
- 82 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding H2O America; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $52 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $104 | 0.00% | +1+100.0% | Added |
| Financial Gravity Companies, Inc. | 2 | $104 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $156 | 0.00% | −2−40.0% | Reduced |
| Abound Wealth Management | 3 | $156 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $248 | 0.00% | −12−70.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $312 | 0.00% | −2−25.0% | Reduced |
| Atlantic Trust, LLC | 7 | $364 | 0.00% | +7 | New |
| Jones Financial Companies LLLP | 8 | $415 | 0.00% | +8 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $416 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 11 | $572 | 0.00% | −5−31.3% | Reduced |
| Farther Finance Advisors, LLC | 15 | $780 | 0.00% | +2+15.4% | Added |
| Fortitude Family Office, LLC | 16 | $832 | 0.00% | +16 | New |
| UMA Financial Services, Inc. | 17 | $884 | 0.00% | +17 | New |
| Huntington National Bank | 19 | $987 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $1.04K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 23 | $1.19K | 0.00% | −97−80.8% | Reduced |
| Geneos Wealth Management Inc. | 24 | $1.25K | 0.00% | +24 | New |
| Hantz Financial Services, Inc. | 32 | $2.00K | 0.00% | −47−59.5% | Reduced |
| Hemington Wealth Management | 50 | $2.00K | 0.00% | +11+28.2% | Added |
| Covestor Ltd | 32 | $2.00K | 0.00% | −9−22.0% | Reduced |
| Essential Partners LLC | 39 | $2.03K | 0.00% | +39 | New |
| Parallel Advisors, LLC | 48 | $2.50K | 0.00% | +43+860.0% | Added |
| Bare Financial Services, Inc | 49 | $2.55K | 0.00% | +41+512.5% | Added |
| Clearstead Advisors, LLC | 50 | $2.60K | 0.00% | +50 | New |
| Signaturefd, LLC | 55 | $2.86K | 0.00% | +55 | New |
| Bessemer Group Inc | 63 | $3.00K | 0.00% | +22+53.7% | Added |
| Ameriflex Group, Inc. | 70 | $3.60K | 0.00% | +1+1.4% | Added |
| Fifth Third Bancorp | 70 | $3.64K | 0.00% | −67−48.9% | Reduced |
| Rothschild Investment LLC | 75 | $3.90K | 0.00% | +15+25.0% | Added |
| MAI Capital Management | 78 | $4.05K | 0.00% | +72+1,200.0% | Added |
| Skopos Labs, Inc. | 81 | $4.21K | 0.00% | −42−34.1% | Reduced |
| SBI Securities Co., Ltd. | 82 | $4.26K | 0.00% | +2+2.5% | Added |
| Leonteq Securities AG | 87 | $4.52K | 0.00% | +8+10.1% | Added |
| High Note Wealth, LLC | 92 | $4.78K | 0.00% | +92 | New |
| Twin Peaks Wealth Advisors, LLC | 96 | $4.80K | 0.00% | +96 | New |
| VSM Wealth Advisory, LLC | 97 | $5.04K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $5.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 106 | $5.51K | 0.00% | +97+1,077.8% | Added |
| True Wealth Design, LLC | 123 | $6.39K | 0.00% | +101+459.1% | Added |
| Umb Bank N A | 168 | $8.73K | 0.00% | +53+46.1% | Added |
| Principal Securities, Inc. | 170 | $8.84K | 0.00% | +163+2,328.6% | Added |
| SRS Capital Advisors, Inc. | 186 | $9.67K | 0.00% | +161+644.0% | Added |
| Harbor Capital Advisors, Inc. | 187 | $10.0K | 0.00% | −9−4.6% | Reduced |
| Massmutual Trust Co FSB | 201 | $10.4K | 0.00% | −19−8.6% | Reduced |
| Estabrook Capital Management | 206 | $10.7K | 0.00% | +2+1.0% | Added |
| Rise Advisors, LLC | 214 | $11.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 232 | $12.1K | 0.00% | +232 | New |
| Vega Investment Solutions | 236 | $12.3K | 0.00% | +236 | New |
| West Oak Capital, LLC | 250 | $13.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 285 | $14.8K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 352 | $18.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 369 | $19.2K | 0.00% | +369 | New |
| Meeder Asset Management Inc | 376 | $19.5K | 0.00% | −15,891−97.7% | Reduced |
| Larson Financial Group LLC | 436 | $22.7K | 0.00% | +422+3,014.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 463 | $24.0K | 0.00% | +463 | New |
| Nisa Investment Advisors, LLC | 488 | $25.4K | 0.00% | +32+7.0% | Added |
| Public Employees Retirement System of Ohio | 498 | $25.9K | 0.00% | −1−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 534 | $27.8K | 0.00% | +355+198.3% | Added |
| Clarity Asset Management, Inc. | 540 | $28.1K | 0.02% | −22−3.9% | Reduced |
| Costello Asset Management, INC | 557 | $29.0K | 0.01% | −200−26.4% | Reduced |
| Medallion Wealth Advisors, LLC | 660 | $35.2K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 703 | $36.5K | 0.02% | +703 | New |
| Hughes Financial Services, LLC | 850 | $42.1K | 0.01% | −10−1.2% | Reduced |
| Private Trust Co NA | 855 | $44.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 860 | $44.7K | 0.00% | +283+49.0% | Added |
| Advisor Group Holdings, Inc. | 865 | $45.8K | 0.00% | +363+72.3% | Added |
| Simplex Trading, LLC | 925 | $48.0K | 0.00% | +885+2,212.5% | Added |
| Versant Capital Management, Inc | 972 | $50.5K | 0.01% | +719+284.2% | Added |
| State of Wyoming | 1,097 | $57.0K | 0.01% | +1,097 | New |
| Point72 (DIFC) Ltd | 1,395 | $72.5K | 0.01% | −468−25.1% | Reduced |
| South State Corp. | 1,500 | $78.0K | 0.00% | +1,490+14,900.0% | Added |
| US Bancorp | 1,527 | $79.4K | 0.00% | +1,002+190.9% | Added |
| Russell Investments Group, Ltd. | 1,588 | $82.5K | 0.00% | −7−0.4% | Reduced |
| Global Retirement Partners, LLC | 1,687 | $87.7K | 0.00% | +1,687 | New |
| Creative Financial Designs Inc | 2,266 | $117.8K | 0.01% | +16+0.7% | Added |
| GAMMA Investing LLC | 2,586 | $134.4K | 0.01% | +1,244+92.7% | Added |
| Public Employees Retirement Association of Colorado | 2,872 | $149.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,956 | $153.6K | 0.00% | −2,233−43.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,001 | $156.0K | 0.00% | +1,793+148.4% | Added |
| Gitterman Wealth Management, LLC | 3,206 | $166.7K | 0.04% | +3,206 | New |
| Ameritas Investment Partners, Inc. | 3,307 | $171.9K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,612 | $187.7K | 0.00% | −671−15.7% | Reduced |
| Parkworth Wealth Management, Inc. | 3,629 | $188.6K | 0.14% | +5+0.1% | Added |
| CIBC World Markets Corp | 3,924 | $203.9K | 0.00% | −3,498−47.1% | Reduced |
| Prosperity Consulting Group, LLC | 4,003 | $208.0K | 0.02% | −191−4.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,083 | $212.2K | 0.00% | +4,083 | New |
| Blueshift Asset Management, LLC | 4,123 | $214.3K | 0.07% | +4,123 | New |
| PAX Financial Group, LLC | 4,355 | $226.3K | 0.04% | +4,355 | New |
| Verition Fund Management LLC | 4,451 | $231.3K | 0.00% | −9,637−68.4% | Reduced |
| CWM, LLC | 4,717 | $245.0K | 0.00% | +3,322+238.1% | Added |
| ELCO Management Co., LLC | 4,895 | $254.4K | 0.13% | +581+13.5% | Added |
| Teacher Retirement System of Texas | 4,918 | $255.6K | 0.00% | +304+6.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,194 | $269.9K | 0.00% | −39−0.7% | Reduced |
| Algert Global LLC | 5,291 | $275.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,309 | $275.9K | 0.03% | +5,309 | New |
| One Capital Management, LLC | 5,437 | $282.6K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,693 | $295.9K | 0.00% | −8,571−60.1% | Reduced |
| Arete Wealth Advisors, LLC | 5,722 | $297.0K | 0.02% | 00.0% | Unchanged |