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 $2.69B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q3 2025
Institutional positions in H2O America as of Sep 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
- 281
- +24 vs. Q2 2025
- Shares held
- 28.9M
- +1.12M (+4.0%) vs. Q2 2025
- Total value
- $1.41B
- −$39.9M (−2.8%) vs. Q2 2025
- New holders
- 47
- 113 more added
- Sold out
- 23
- 91 more reduced
6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $2.69B |
| Q1 2026 | 313 | $2.62B |
| Q4 2025 | 279 | $1.48B |
| Q3 2025 | 281 | $1.42B |
| Q2 2025 | 263 | $1.46B |
| Q1 2025 | 253 | $1.49B |
| Q4 2024 | 240 | $1.29B |
| Q3 2024 | 252 | $1.49B |
| Q2 2024 | 229 | $1.35B |
| Q1 2024 | 228 | $1.47B |
| Q4 2023 | 230 | $1.64B |
| Q3 2023 | 225 | $1.47B |
| Q2 2023 | 222 | $1.77B |
| Q1 2023 | 216 | $1.96B |
| Q4 2022 | 218 | $2.05B |
| Q3 2022 | 183 | $1.27B |
| Q2 2022 | 184 | $1.37B |
| Q1 2022 | 187 | $1.50B |
| Q4 2021 | 183 | $1.59B |
| Q3 2021 | 157 | $1.47B |
| Q2 2021 | 147 | $1.37B |
| Q1 2021 | 159 | $1.35B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding H2O America; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,242,044 | $304.0M | 0.01% | +156,118+2.6% | Added |
| Vanguard Group Inc | 2,654,093 | $129.3M | 0.00% | −8,578−0.3% | Reduced |
| Amundi | 2,184,942 | $106.0M | 0.03% | +957,597+78.0% | Added |
| Cerity Partners LLC | 1,448,347 | $70.5M | 0.11% | +6,851+0.5% | Added |
| First Trust Advisors LP | 1,315,455 | $64.1M | 0.05% | +140,226+11.9% | Added |
| State Street Corp | 1,299,974 | $63.3M | 0.00% | +16,354+1.3% | Added |
| Nuance Investments, LLC | 1,021,922 | $49.8M | 5.07% | +57,122+5.9% | Added |
| Geode Capital Management, LLC | 819,441 | $39.9M | 0.00% | +43,600+5.6% | Added |
| Dimensional Fund Advisors LP | 651,703 | $31.7M | 0.01% | −10,790−1.6% | Reduced |
| Morgan Stanley | 613,465 | $29.9M | 0.00% | −24,069−3.8% | Reduced |
| Invesco Ltd. | 569,881 | $27.8M | 0.00% | −18,570−3.2% | Reduced |
| Legal & General Group Plc | 561,020 | $27.3M | 0.01% | +74,021+15.2% | Added |
| Victory Capital Management Inc | 437,773 | $21.3M | 0.01% | +60,022+15.9% | Added |
| Charles Schwab Investment Management Inc | 420,042 | $20.5M | 0.00% | +6,895+1.7% | Added |
| KBC Group NV | 417,891 | $20.4M | 0.05% | +2,636+0.6% | Added |
| Northern Trust Corp | 356,460 | $17.4M | 0.00% | +7,964+2.3% | Added |
| Bank of New York Mellon Corp | 308,815 | $15.0M | 0.00% | −37,015−10.7% | Reduced |
| Goldman Sachs Group Inc | 301,371 | $14.7M | 0.00% | +12,101+4.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 253,233 | $12.3M | 0.04% | +27,743+12.3% | Added |
| Nuveen, LLC | 243,869 | $11.9M | 0.00% | −27,071−10.0% | Reduced |
| JPMorgan Chase & Co | 216,747 | $10.6M | 0.00% | +68,240+46.0% | Added |
| CIBC Private Wealth Group, LLC | 183,631 | $8.94M | 0.02% | −96,999−34.6% | Reduced |
| Marshall Wace, LLP | 165,543 | $8.06M | 0.01% | −342,025−67.4% | Reduced |
| Assenagon Asset Management S.A. | 161,189 | $7.85M | 0.01% | +146,589+1,004.0% | Added |
| Principal Financial Group Inc | 158,397 | $7.71M | 0.00% | +4,109+2.7% | Added |
| Schroder Investment Management Group | 151,647 | $7.28M | 0.01% | +24,823+19.6% | Added |
| Gabelli Funds LLC | 147,455 | $7.18M | 0.05% | +1,500+1.0% | Added |
| Two Sigma Investments, LP | 145,378 | $7.08M | 0.01% | +25,422+21.2% | Added |
| AQR Capital Management LLC | 135,425 | $6.60M | 0.00% | +60,292+80.2% | Added |
| Millennium Management LLC | 134,098 | $6.53M | 0.01% | +93,334+229.0% | Added |
| ProShare Advisors LLC | 133,246 | $6.49M | 0.01% | +9,403+7.6% | Added |
| Thematics Asset Management | 132,246 | $6.44M | 0.29% | +26,000+24.5% | Added |
| UBS Asset Management Americas Inc | 130,886 | $6.37M | 0.00% | −42,099−24.3% | Reduced |
| Public Sector Pension Investment Board | 127,973 | $6.23M | 0.02% | +21,971+20.7% | Added |
| UBS Group AG | 126,726 | $6.17M | 0.00% | +17,049+15.5% | Added |
| Zimmer Partners, LP | 124,316 | $6.05M | 0.15% | −335,684−73.0% | Reduced |
| Mutual of America Capital Management LLC | 117,934 | $5.74M | 0.06% | −5,439−4.4% | Reduced |
| Renaissance Technologies LLC | 116,300 | $5.66M | 0.01% | +84,600+266.9% | Added |
| Bank of America Corp | 109,748 | $5.34M | 0.00% | +20,278+22.7% | Added |
| Ameriprise Financial Inc | 108,139 | $5.27M | 0.00% | −1,021−0.9% | Reduced |
| Rhumbline Advisers | 106,537 | $5.19M | 0.00% | +1,121+1.1% | Added |
| Adage Capital Partners GP, L.L.C. | 100,000 | $4.87M | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 99,464 | $4.84M | 0.00% | −11,013−10.0% | Reduced |
| Voloridge Investment Management, LLC | 94,505 | $4.60M | 0.02% | +94,505 | New |
| First Manhattan Co | 89,754 | $4.37M | 0.01% | −4,184−4.5% | Reduced |
| BNP Paribas Arbitrage, SA | 88,697 | $4.32M | 0.00% | +43,166+94.8% | Added |
| Kempen Capital Management N.V. | 71,016 | $3.46M | 0.03% | 00.0% | Unchanged |
| Voleon Capital Management LP | 63,061 | $3.07M | 0.08% | +56,048+799.2% | Added |
| Swiss National Bank | 63,000 | $3.07M | 0.00% | +1,000+1.6% | Added |
| Barclays PLC | 62,704 | $3.05M | 0.00% | −15,199−19.5% | Reduced |
| Gamco Investors, Inc. Et Al | 61,630 | $3.00M | 0.03% | +3,065+5.2% | Added |
| New Age Alpha Advisors, LLC | 61,412 | $2.99M | 0.13% | −1,447−2.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 60,206 | $2.93M | 0.01% | −701−1.2% | Reduced |
| Atom Investors LP | 60,144 | $2.93M | 0.22% | +298+0.5% | Added |
| Prospera Financial Services Inc | 58,663 | $2.86M | 0.05% | +58,663 | New |
| Squarepoint Ops LLC | 57,604 | $2.81M | 0.01% | −21,911−27.6% | Reduced |
| Wells Fargo & Company | 57,224 | $2.79M | 0.00% | +17,162+42.8% | Added |
| Great West Life Assurance Co | 57,597 | $2.76M | 0.00% | +4,051+7.6% | Added |
| Deutsche Bank AG | 54,076 | $2.63M | 0.00% | +6,447+13.5% | Added |
| Swiss Life Asset Management Ltd | 52,449 | $2.55M | 0.01% | +628+1.2% | Added |
| Keynote Financial Services LLC | 51,414 | $2.50M | 1.51% | +5,280+11.4% | Added |
| Clean Yield Group | 50,685 | $2.47M | 0.70% | −2,713−5.1% | Reduced |
| CenterBook Partners LP | 48,020 | $2.34M | 0.12% | +889+1.9% | Added |
| Rodgers Brothers Inc. | 47,750 | $2.33M | 0.29% | −2,750−5.4% | Reduced |
| E. Ohman J:or Asset Management AB | 47,030 | $2.29M | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 45,994 | $2.24M | 0.00% | +7,614+19.8% | Added |
| American Century Companies Inc | 45,263 | $2.20M | 0.00% | −216,998−82.7% | Reduced |
| D. E. Shaw & Co., Inc. | 45,131 | $2.20M | 0.00% | +29,128+182.0% | Added |
| Meritage Portfolio Management | 44,993 | $2.19M | 0.15% | −557−1.2% | Reduced |
| Exchange Traded Concepts, LLC | 44,845 | $2.18M | 0.02% | +10,023+28.8% | Added |
| North Star Investment Management Corp. | 44,800 | $2.18M | 0.14% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 42,917 | $2.09M | 0.03% | −4,892−10.2% | Reduced |
| Capula Management Ltd | 41,136 | $2.00M | 0.01% | +41,136 | New |
| Schonfeld Strategic Advisors LLC | 40,569 | $1.98M | 0.01% | +40,569 | New |
| Raymond James Financial Inc | 39,785 | $1.94M | 0.00% | +2,378+6.4% | Added |
| Jump Financial, LLC | 39,117 | $1.90M | 0.02% | +39,117 | New |
| Citadel Advisors LLC | 38,828 | $1.89M | 0.00% | +25,652+194.7% | Added |
| Quest Partners LLC | 36,793 | $1.79M | 0.12% | +21,555+141.5% | Added |
| Jane Street Group, LLC | 36,502 | $1.78M | 0.00% | −11,827−24.5% | Reduced |
| First National Corp | 36,238 | $1.71M | 0.32% | −675−1.8% | Reduced |
| Storebrand Asset Management AS | 35,146 | $1.71M | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 35,138 | $1.71M | 0.04% | −2,037−5.5% | Reduced |
| Alliancebernstein L.P. | 34,097 | $1.66M | 0.00% | −50,089−59.5% | Reduced |
| Prudential Financial Inc | 33,265 | $1.62M | 0.00% | +670+2.1% | Added |
| FMR LLC | 32,559 | $1.59M | 0.00% | −16,877−34.1% | Reduced |
| Price T Rowe Associates Inc | 31,120 | $1.52M | 0.00% | +3,010+10.7% | Added |
| California State Teachers Retirement System | 30,965 | $1.51M | 0.00% | +4,181+15.6% | Added |
| SG Americas Securities, LLC | 29,260 | $1.43M | 0.01% | −6,385−17.9% | Reduced |
| Clear Harbor Asset Management, LLC | 29,126 | $1.42M | 0.10% | −270−0.9% | Reduced |
| HRT Financial LP | 27,881 | $1.36M | 0.00% | +2,165+8.4% | Added |
| SEI Investments Co | 27,704 | $1.35M | 0.00% | +4,828+21.1% | Added |
| Chatham Capital Group, Inc. | 26,735 | $1.30M | 0.19% | −253−0.9% | Reduced |
| Man Group plc | 24,746 | $1.21M | 0.00% | +15,904+179.9% | Added |
| Engineers Gate Manager LP | 24,450 | $1.19M | 0.01% | +18,757+329.5% | Added |
| Federated Hermes, Inc. | 24,138 | $1.18M | 0.00% | +476+2.0% | Added |
| Thrivent Financial for Lutherans | 23,675 | $1.15M | 0.00% | +802+3.5% | Added |
| Quantbot Technologies LP | 23,468 | $1.14M | 0.03% | +23,468 | New |
| Ieq Capital, LLC | 22,457 | $1.09M | 0.00% | +2,096+10.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 22,449 | $1.09M | 0.00% | −1,633−6.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 22,207 | $1.08M | 0.00% | +22,207 | New |