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, 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 | $2.68B |
| 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, 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 |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 1 | $48 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $49 | 0.00% | −2−66.7% | Reduced |
| Rialto Wealth Management, LLC | 1 | $49 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $49 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $97 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2 | $97 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $147 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $303 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $341 | 0.00% | −9−56.3% | Reduced |
| Atlantic Trust, LLC | 7 | $341 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $390 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 9 | $439 | 0.00% | −2−18.2% | Reduced |
| MAI Capital Management | 10 | $487 | 0.00% | −68−87.2% | Reduced |
| Huntington National Bank | 19 | $926 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $974 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 41 | $1.00K | 0.00% | −9−18.0% | Reduced |
| Johnson Financial Group, Inc. | 22 | $1.07K | 0.00% | +22 | New |
| Larson Financial Group LLC | 26 | $1.27K | 0.00% | −410−94.0% | Reduced |
| Covestor Ltd | 47 | $2.00K | 0.00% | +15+46.9% | Added |
| True Wealth Design, LLC | 42 | $2.05K | 0.00% | −81−65.9% | Reduced |
| Signaturefd, LLC | 46 | $2.24K | 0.00% | −9−16.4% | Reduced |
| Rothschild Investment LLC | 48 | $2.34K | 0.00% | −27−36.0% | Reduced |
| Root Financial Partners, LLC | 49 | $2.39K | 0.00% | +49 | New |
| Fifth Third Bancorp | 50 | $2.44K | 0.00% | −20−28.6% | Reduced |
| Smartleaf Asset Management LLC | 51 | $2.45K | 0.00% | +28+121.7% | Added |
| Parallel Advisors, LLC | 53 | $2.59K | 0.00% | +5+10.4% | Added |
| Trust Co of Vermont | 61 | $2.97K | 0.00% | +61 | New |
| Wealthspire Advisors, LLC | 92 | $4.48K | 0.00% | +92 | New |
| Danske Bank A/S | 100 | $4.87K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 102 | $4.97K | 0.00% | +10+10.9% | Added |
| Bell Investment Advisors, Inc | 106 | $5.16K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 117 | $5.70K | 0.00% | +68+138.8% | Added |
| Leonteq Securities AG | 126 | $6.13K | 0.00% | +39+44.8% | Added |
| SBI Securities Co., Ltd. | 128 | $6.23K | 0.00% | +46+56.1% | Added |
| Umb Bank N A | 130 | $6.33K | 0.00% | −38−22.6% | Reduced |
| Ameriflex Group, Inc. | 138 | $6.72K | 0.00% | +68+97.1% | Added |
| Parkside Financial Bank & Trust | 140 | $6.82K | 0.00% | +140 | New |
| Quarry LP | 144 | $7.01K | 0.00% | +144 | New |
| Principal Securities, Inc. | 170 | $8.28K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 172 | $8.38K | 0.00% | −29−14.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 174 | $8.47K | 0.01% | +174 | New |
| Quadrant Capital Group LLC | 178 | $8.67K | 0.00% | +178 | New |
| Steward Partners Investment Advisory, LLC | 184 | $8.96K | 0.00% | +184 | New |
| Harbor Capital Advisors, Inc. | 185 | $9.00K | 0.00% | −2−1.1% | Reduced |
| Bessemer Group Inc | 190 | $9.00K | 0.00% | +127+201.6% | Added |
| Hantz Financial Services, Inc. | 185 | $9.00K | 0.00% | +153+478.1% | Added |
| Estabrook Capital Management | 207 | $10.1K | 0.00% | +1+0.5% | Added |
| Rise Advisors, LLC | 214 | $10.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 238 | $11.5K | 0.00% | +230+2,875.0% | Added |
| West Oak Capital, LLC | 255 | $12.5K | 0.00% | +5+2.0% | Added |
| Costello Asset Management, INC | 258 | $12.5K | 0.00% | −299−53.7% | Reduced |
| Clearstead Advisors, LLC | 262 | $12.8K | 0.00% | +212+424.0% | Added |
| AdvisorNet Financial, Inc | 285 | $13.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 293 | $14.0K | 0.00% | −632−68.3% | Reduced |
| Salomon & Ludwin, LLC | 307 | $14.5K | 0.00% | +307 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 352 | $17.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 376 | $18.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 394 | $19.2K | 0.00% | +379+2,526.7% | Added |
| IFP Advisors, Inc | 407 | $19.8K | 0.00% | +175+75.4% | Added |
| Clarity Asset Management, Inc. | 544 | $26.5K | 0.01% | +4+0.7% | Added |
| Versant Capital Management, Inc | 572 | $27.9K | 0.00% | −400−41.2% | Reduced |
| Medallion Wealth Advisors, LLC | 660 | $32.1K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 714 | $34.8K | 0.00% | +226+46.3% | Added |
| Rockefeller Capital Management L.P. | 719 | $35.0K | 0.00% | +719 | New |
| Hughes Financial Services, LLC | 850 | $39.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 823 | $40.1K | 0.00% | +289+54.1% | Added |
| Private Trust Co NA | 858 | $41.8K | 0.00% | +3+0.4% | Added |
| Tower Research Capital LLC (TRC) | 977 | $47.6K | 0.00% | −2,024−67.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,056 | $52.2K | 0.00% | +191+22.1% | Added |
| US Bancorp | 1,282 | $62.4K | 0.00% | −245−16.0% | Reduced |
| South State Corp. | 1,500 | $73.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,687 | $82.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,814 | $88.3K | 0.00% | −772−29.9% | Reduced |
| Essential Partners LLC | 1,909 | $93.0K | 0.03% | +1,870+4,794.9% | Added |
| Creative Financial Designs Inc | 2,050 | $99.8K | 0.01% | −216−9.5% | Reduced |
| Sterling Capital Management LLC | 2,205 | $107.4K | 0.00% | +1,345+156.4% | Added |
| Ameritas Investment Partners, Inc. | 2,661 | $129.6K | 0.00% | −646−19.5% | Reduced |
| Public Employees Retirement Association of Colorado | 2,872 | $140.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,037 | $147.9K | 0.00% | −575−15.9% | Reduced |
| Allworth Financial LP | 3,215 | $156.6K | 0.00% | +259+8.8% | Added |
| Mercer Global Advisors Inc | 4,174 | $203.3K | 0.00% | +4,174 | New |
| Teacher Retirement System of Texas | 4,242 | $206.6K | 0.00% | −676−13.7% | Reduced |
| Russell Investments Group, Ltd. | 4,306 | $209.7K | 0.00% | +2,718+171.2% | Added |
| Freestone Grove Partners LP | 4,371 | $212.9K | 0.00% | +4,371 | New |
| XTX Topco Ltd | 4,512 | $219.7K | 0.01% | +4,512 | New |
| Cetera Investment Advisers | 4,681 | $228.0K | 0.00% | +4,681 | New |
| Capstone Investment Advisors, LLC | 4,702 | $229.0K | 0.00% | +4,702 | New |
| Aigen Investment Management, LP | 4,838 | $235.6K | 0.04% | +4,838 | New |
| Federation des caisses Desjardins du Quebec | 4,961 | $241.6K | 0.00% | +878+21.5% | Added |
| R Squared Ltd | 4,987 | $242.9K | 0.10% | +4,987 | New |
| Royal Bank of Canada | 5,069 | $247.0K | 0.00% | −19,419−79.3% | Reduced |
| Creative Planning | 5,217 | $254.1K | 0.00% | −6,845−56.7% | Reduced |
| Public Employees Retirement System of Ohio | 5,250 | $255.7K | 0.00% | +4,752+954.2% | Added |
| One Capital Management, LLC | 5,437 | $264.8K | 0.01% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 5,593 | $272.4K | 0.14% | +698+14.3% | Added |
| Arete Wealth Advisors, LLC | 5,700 | $278.0K | 0.02% | −22−0.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5,920 | $288.3K | 0.00% | +5,920 | New |
| SOL Capital Management CO | 6,000 | $292.0K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 6,062 | $295.2K | 0.02% | +6,062 | New |