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.
Q3 2025 vs. Q2 2025
How the institutions holding H2O America changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 263 | 6 | 281 | +24 |
| Shares | 27.9M | 116.6K | 28.9M | +1.12M (+4.0%) |
| Value | $1.45B | $6.06M | $1.41B | −$39.9M (−2.8%) |
6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (47)
Institutions that held H2O America at the end of Q3 2025 but not at the end of Q2 2025.
Sold out (23)
Institutions that held H2O America at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Duff & Phelps Investment Management Co | 232,932 | $12.1M |
| Vennlight Capital Management, LP | 94,266 | $4.90M |
| Cubist Systematic Strategies, LLC | 38,893 | $2.02M |
| Balyasny Asset Management LLC | 35,010 | $1.82M |
| Jackson Creek Investment Advisors LLC | 28,990 | $1.51M |
| Two Sigma Advisers, LP | 17,300 | $899.1K |
| Susquehanna Portfolio Strategies, LLC | 7,900 | $410.6K |
| Susquehanna Fundamental Investments, LLC | 7,440 | $386.7K |
| PAX Financial Group, LLC | 4,355 | $226.3K |
| Blueshift Asset Management, LLC | 4,123 | $214.3K |
| Prosperity Consulting Group, LLC | 4,003 | $208.0K |
| Point72 (DIFC) Ltd | 1,395 | $72.5K |
| State of Wyoming | 1,097 | $57.0K |
| S.A. Mason LLC | 703 | $36.5K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 463 | $24.0K |
| Ameritas Advisory Services, LLC | 369 | $19.2K |
| VSM Wealth Advisory, LLC | 97 | $5.04K |
| Twin Peaks Wealth Advisors, LLC | 96 | $4.80K |
| Skopos Labs, Inc. | 81 | $4.21K |
| Geneos Wealth Management Inc. | 24 | $1.25K |
| UMA Financial Services, Inc. | 17 | $884 |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $416 |
| Cornerstone Planning Group LLC | 5 | $248 |
Not filed for Q3 2025 yet (6)
Institutions that held H2O America at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Norges Bank | 101,207 | $5.26M |
| EP Wealth Advisors, LLC | 7,611 | $395.5K |
| CIBC World Markets Corp | 3,924 | $203.9K |
| Parkworth Wealth Management, Inc. | 3,629 | $188.6K |
| Vega Investment Solutions | 236 | $12.3K |
| Financial Gravity Companies, Inc. | 2 | $104 |