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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.

Institutional holdersQ2 2025: 263 institutions
Q1 2021: 159 institutionsQ2 2021: 147 institutionsQ3 2021: 157 institutionsQ4 2021: 183 institutionsQ1 2022: 187 institutionsQ2 2022: 184 institutionsQ3 2022: 182 institutionsQ4 2022: 218 institutionsQ1 2023: 216 institutionsQ2 2023: 222 institutionsQ3 2023: 225 institutionsQ4 2023: 230 institutionsQ1 2024: 228 institutionsQ2 2024: 229 institutionsQ3 2024: 252 institutionsQ4 2024: 240 institutionsQ1 2025: 253 institutionsQ2 2025: 263 institutionsQ3 2025: 281 institutionsQ4 2025: 279 institutionsQ1 2026: 313 institutionsQ2 2026: 315 institutions
Value heldQ2 2025: $1.45B
Q1 2021: $1.33BQ2 2021: $1.35BQ3 2021: $1.47BQ4 2021: $1.58BQ1 2022: $1.50BQ2 2022: $1.37BQ3 2022: $1.27BQ4 2022: $2.05BQ1 2023: $1.96BQ2 2023: $1.77BQ3 2023: $1.47BQ4 2023: $1.60BQ1 2024: $1.40BQ2 2024: $1.35BQ3 2024: $1.49BQ4 2024: $1.29BQ1 2025: $1.49BQ2 2025: $1.45BQ3 2025: $1.41BQ4 2025: $1.48BQ1 2026: $2.62BQ2 2026: $2.68B
Institutions holding HTO and their total value by quarter
QuarterHoldersValue
Q2 2026315$2.68B
Q1 2026313$2.62B
Q4 2025279$1.48B
Q3 2025281$1.41B
Q2 2025263$1.45B
Q1 2025253$1.49B
Q4 2024240$1.29B
Q3 2024252$1.49B
Q2 2024229$1.35B
Q1 2024228$1.40B
Q4 2023230$1.60B
Q3 2023225$1.47B
Q2 2023222$1.77B
Q1 2023216$1.96B
Q4 2022218$2.05B
Q3 2022182$1.27B
Q2 2022184$1.37B
Q1 2022187$1.50B
Q4 2021183$1.58B
Q3 2021157$1.47B
Q2 2021147$1.35B
Q1 2021159$1.33B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding H2O America; share changes are against Q1 2025.

Institutions holding HTO in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Medallion Wealth Advisors, LLC660$35.2K0.01%00.0%Unchanged
Costello Asset Management, INC557$29.0K0.01%−200−26.4%Reduced
Clarity Asset Management, Inc.540$28.1K0.02%−22−3.9%Reduced
EverSource Wealth Advisors, LLC534$27.8K0.00%+355+198.3%Added
Public Employees Retirement System of Ohio498$25.9K0.00%−1−0.2%Reduced
Nisa Investment Advisors, LLC488$25.4K0.00%+32+7.0%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.463$24.0K0.00%+463New
Larson Financial Group LLC436$22.7K0.00%+422+3,014.3%Added
Meeder Asset Management Inc376$19.5K0.00%−15,891−97.7%Reduced
Ameritas Advisory Services, LLC369$19.2K0.00%+369New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.352$18.3K0.00%00.0%Unchanged
AdvisorNet Financial, Inc285$14.8K0.00%00.0%Unchanged
West Oak Capital, LLC250$13.0K0.01%00.0%Unchanged
Vega Investment Solutions236$12.3K0.00%+236New
IFP Advisors, Inc232$12.1K0.00%+232New
Rise Advisors, LLC214$11.1K0.00%00.0%Unchanged
Estabrook Capital Management206$10.7K0.00%+2+1.0%Added
Massmutual Trust Co FSB201$10.4K0.00%−19−8.6%Reduced
Harbor Capital Advisors, Inc.187$10.0K0.00%−9−4.6%Reduced
SRS Capital Advisors, Inc.186$9.67K0.00%+161+644.0%Added
Principal Securities, Inc.170$8.84K0.00%+163+2,328.6%Added
Umb Bank N A168$8.73K0.00%+53+46.1%Added
True Wealth Design, LLC123$6.39K0.00%+101+459.1%Added
Bell Investment Advisors, Inc106$5.51K0.00%+97+1,077.8%Added
Danske Bank A/S100$5.20K0.00%00.0%Unchanged
VSM Wealth Advisory, LLC97$5.04K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC96$4.80K0.00%+96New
High Note Wealth, LLC92$4.78K0.00%+92New
Leonteq Securities AG87$4.52K0.00%+8+10.1%Added
SBI Securities Co., Ltd.82$4.26K0.00%+2+2.5%Added
Skopos Labs, Inc.81$4.21K0.00%−42−34.1%Reduced
MAI Capital Management78$4.05K0.00%+72+1,200.0%Added
Rothschild Investment LLC75$3.90K0.00%+15+25.0%Added
Fifth Third Bancorp70$3.64K0.00%−67−48.9%Reduced
Ameriflex Group, Inc.70$3.60K0.00%+1+1.4%Added
Bessemer Group Inc63$3.00K0.00%+22+53.7%Added
Signaturefd, LLC55$2.86K0.00%+55New
Clearstead Advisors, LLC50$2.60K0.00%+50New
Bare Financial Services, Inc49$2.55K0.00%+41+512.5%Added
Parallel Advisors, LLC48$2.50K0.00%+43+860.0%Added
Essential Partners LLC39$2.03K0.00%+39New
Hantz Financial Services, Inc.32$2.00K0.00%−47−59.5%Reduced
Hemington Wealth Management50$2.00K0.00%+11+28.2%Added
Covestor Ltd32$2.00K0.00%−9−22.0%Reduced
Geneos Wealth Management Inc.24$1.25K0.00%+24New
Smartleaf Asset Management LLC23$1.19K0.00%−97−80.8%Reduced
Farmers & Merchants Investments Inc20$1.04K0.00%00.0%Unchanged
Huntington National Bank19$9870.00%00.0%Unchanged
UMA Financial Services, Inc.17$8840.00%+17New
Fortitude Family Office, LLC16$8320.00%+16New
Farther Finance Advisors, LLC15$7800.00%+2+15.4%Added
JFS Wealth Advisors, LLC11$5720.00%−5−31.3%Reduced
Annis Gardner Whiting Capital Advisors, LLC8$4160.00%+8New
Jones Financial Companies LLLP8$4150.00%+8New
Atlantic Trust, LLC7$3640.00%+7New
DiNuzzo Private Wealth, Inc.6$3120.00%−2−25.0%Reduced
Cornerstone Planning Group LLC5$2480.00%−12−70.6%Reduced
SJS Investment Consulting Inc.3$1560.00%−2−40.0%Reduced
Abound Wealth Management3$1560.00%00.0%Unchanged
HFM Investment Advisors, LLC2$1040.00%+1+100.0%Added
Financial Gravity Companies, Inc.2$1040.00%+2New
Rialto Wealth Management, LLC1$520.00%+1New
Bay Harbor Wealth Management, LLC1$510.00%00.0%Unchanged
Qube Research & Technologies Ltd0$00.00%−33,873−100.0%Sold out
Trexquant Investment LP0$00.00%−30,153−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−26,800−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−24,393−100.0%Sold out
Jump Financial, LLC0$00.00%−18,877−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−17,363−100.0%Sold out
XTX Topco Ltd0$00.00%−11,007−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−10,009−100.0%Sold out
Nebula Research & Development LLC0$00.00%−9,111−100.0%Sold out
Universal- Beteiligungs- und Servicegesellschaft mbH0$00.00%−5,900−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−5,196−100.0%Sold out
Virtu Financial LLC0$00.00%−4,618−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−4,249−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−4,225−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−4,028−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−3,718−100.0%Sold out
Tiaa Trust, National Association0$00.00%−3,690−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−3,688−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−1,823−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−578−100.0%Sold out
Ostrum Asset Management0$00.00%−517−100.0%Sold out
Spire Wealth Management0$00.00%−440−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−200−100.0%Sold out
Quarry LP0$00.00%−149−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−45−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−23−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−12−100.0%Sold out
Blue Bell Private Wealth Management, LLC0$00.00%−11−100.0%Sold out
Stephens Consulting, LLC0$00.00%−10−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−6−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−8−100.0%Sold out
Avion Wealth0$00.00%−18−100.0%Sold out
Sofos Investments, Inc.––––Not filed