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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 6,194 | $301.6K | 0.04% | +6,194 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,268 | $305.3K | 0.00% | +1,074+20.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,817 | $332.0K | 0.01% | +6,817 | New |
| Allspring Global Investments Holdings, LLC | 7,054 | $333.6K | 0.00% | −68−1.0% | Reduced |
| Clear Creek Financial Management, LLC | 6,865 | $334.3K | 0.03% | +6,865 | New |
| Ridgewood Investments LLC | 6,911 | $336.6K | 0.14% | +6,911 | New |
| ISAM Funds (UK) Ltd | 6,936 | $337.8K | 0.07% | +6,936 | New |
| HighTower Advisors, LLC | 7,014 | $341.6K | 0.00% | +277+4.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,192 | $350.3K | 0.01% | −358−4.7% | Reduced |
| Oregon Public Employees Retirement Fund | 7,410 | $360.9K | 0.00% | +300+4.2% | Added |
| Ballentine Partners, LLC | 7,581 | $369.2K | 0.01% | −133−1.7% | Reduced |
| Ensign Peak Advisors, Inc | 7,858 | $382.7K | 0.00% | −9,200−53.9% | Reduced |
| D.A. Davidson & Co. | 7,908 | $385.1K | 0.00% | +1,217+18.2% | Added |
| CWM, LLC | 7,996 | $389.0K | 0.00% | +3,279+69.5% | Added |
| EntryPoint Capital, LLC | 8,021 | $390.6K | 0.15% | +8,021 | New |
| Martingale Asset Management L P | 8,088 | $393.9K | 0.01% | +300+3.9% | Added |
| Lido Advisors, LLC | 8,115 | $395.2K | 0.00% | −39−0.5% | Reduced |
| State Board of Administration of Florida Retirement System | 8,211 | $399.9K | 0.00% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 8,331 | $405.7K | 0.11% | +8,331 | New |
| Liberty Wealth Management LLC | 8,618 | $419.7K | 0.06% | +8,618 | New |
| Teachers Retirement System of the State of Kentucky | 8,658 | $422.0K | 0.00% | −1,878−17.8% | Reduced |
| Pictet Asset Management Holding SA | 8,676 | $422.5K | 0.00% | +1,417+19.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,812 | $429.1K | 0.00% | +1,575+21.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,441 | $449.6K | 0.00% | +3,630+62.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 9,355 | $455.6K | 0.00% | −245−2.6% | Reduced |
| Gitterman Wealth Management, LLC | 9,441 | $459.7K | 0.11% | +6,235+194.5% | Added |
| CWM Advisors, LLC | 9,602 | $467.6K | 0.05% | +4,293+80.9% | Added |
| Arizona State Retirement System | 9,607 | $467.9K | 0.00% | +158+1.7% | Added |
| Los Angeles Capital Management LLC | 9,610 | $468.0K | 0.00% | +9,610 | New |
| Amalgamated Bank | 9,632 | $469.0K | 0.00% | +693+7.8% | Added |
| HSBC Holdings PLC | 9,657 | $469.0K | 0.00% | −3,023−23.8% | Reduced |
| Canvas Wealth Advisors, LLC | 10,108 | $476.4K | 0.09% | −110−1.1% | Reduced |
| Susquehanna International Group, LLP | 9,799 | $477.2K | 0.00% | −36,341−78.8% | Reduced |
| Yousif Capital Management, LLC | 10,037 | $488.8K | 0.01% | −1,545−13.3% | Reduced |
| Versor Investments LP | 10,084 | $491.1K | 0.09% | −14,016−58.2% | Reduced |
| Entropy Technologies, LP | 10,200 | $496.7K | 0.04% | +10,200 | New |
| SRS Capital Advisors, Inc. | 10,305 | $501.9K | 0.01% | +10,119+5,440.3% | Added |
| Daiwa Securities Group Inc. | 10,356 | $505.0K | 0.00% | +304+3.0% | Added |
| Handelsbanken Fonder AB | 10,546 | $514.0K | 0.00% | −120−1.1% | Reduced |
| Comerica Bank | 10,638 | $518.0K | 0.00% | −1,762−14.2% | Reduced |
| KLP Kapitalforvaltning AS | 11,100 | $540.6K | 0.00% | +4,200+60.9% | Added |
| New York State Common Retirement Fund | 11,369 | $553.7K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 11,458 | $558.0K | 0.00% | +751+7.0% | Added |
| Quantinno Capital Management LP | 11,604 | $565.1K | 0.00% | −3,618−23.8% | Reduced |
| Cullen Capital Management LLC | 11,790 | $574.2K | 0.01% | +3,283+38.6% | Added |
| Brevan Howard Capital Management LP | 12,144 | $591.4K | 0.01% | −8,020−39.8% | Reduced |
| Elo Mutual Pension Insurance Co | 12,163 | $592.3K | 0.01% | +12,163 | New |
| Citigroup Inc | 12,266 | $597.4K | 0.00% | −17,472−58.8% | Reduced |
| State of Tennessee, Treasury Department | 12,682 | $617.6K | 0.00% | −4,680−27.0% | Reduced |
| Walleye Capital LLC | 12,971 | $631.7K | 0.01% | +12,971 | New |
| Bank of Montreal | 13,056 | $635.8K | 0.00% | −2,828−17.8% | Reduced |
| ExodusPoint Capital Management, LP | 13,063 | $636.2K | 0.01% | +13,063 | New |
| Quadrature Capital Ltd | 13,662 | $665.6K | 0.01% | +13,662 | New |
| Campbell & CO Investment Adviser LLC | 13,835 | $673.8K | 0.05% | +2,835+25.8% | Added |
| Intech Investment Management LLC | 14,115 | $687.4K | 0.01% | −3,834−21.4% | Reduced |
| Private Advisor Group, LLC | 14,242 | $693.6K | 0.00% | −145−1.0% | Reduced |
| Janus Henderson Group PLC | 14,947 | $728.1K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 15,100 | $735.4K | 0.01% | +600+4.1% | Added |
| Ethic Inc. | 15,436 | $751.7K | 0.01% | −465−2.9% | Reduced |
| Verition Fund Management LLC | 15,485 | $754.1K | 0.00% | +11,034+247.9% | Added |
| Everstar Asset Management, LLC | 15,844 | $771.6K | 0.44% | +1,792+12.8% | Added |
| Manufacturers Life Insurance Company, The | 16,068 | $782.5K | 0.00% | −374−2.3% | Reduced |
| Guggenheim Capital LLC | 16,211 | $789.5K | 0.01% | −24−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 16,271 | $792.4K | 0.01% | +473+3.0% | Added |
| State of Alaska, Department of Revenue | 17,546 | $854.0K | 0.01% | −947−5.1% | Reduced |
| Aquatic Capital Management LLC | 17,558 | $855.1K | 0.02% | −12,880−42.3% | Reduced |
| MetLife Investment Management | 17,952 | $874.3K | 0.00% | −1,677−8.5% | Reduced |
| Brandywine Global Investment Management, LLC | 18,009 | $877.0K | 0.01% | +18,009 | New |
| Dynamic Technology Lab Private Ltd | 18,247 | $889.0K | 0.15% | +18,247 | New |
| State of Wisconsin Investment Board | 18,331 | $892.7K | 0.00% | −1,960−9.7% | Reduced |
| Macquarie Group Ltd | 18,369 | $894.6K | 0.00% | −815−4.2% | Reduced |
| Stifel Financial Corp | 18,583 | $905.0K | 0.00% | +8,347+81.5% | Added |
| New York State Teachers Retirement System | 19,024 | $926.0K | 0.00% | +650+3.5% | Added |
| Inspire Advisors, LLC | 19,125 | $931.4K | 0.09% | +7,027+58.1% | Added |
| Vontobel Holding Ltd. | 19,404 | $945.0K | 0.00% | −2,259−10.4% | Reduced |
| Atria Investments LLC | 19,407 | $945.1K | 0.01% | +7,134+58.1% | Added |
| Algert Global LLC | 19,691 | $959.0K | 0.02% | +14,400+272.2% | Added |
| CoreCommodity Management, LLC | 20,024 | $975.2K | 0.18% | −7,484−27.2% | Reduced |
| Davy Global Fund Management Ltd | 20,040 | $975.9K | 0.07% | −7,499−27.2% | Reduced |
| Voya Investment Management LLC | 21,050 | $1.03M | 0.00% | −4,590−17.9% | Reduced |
| Magellan Asset Management Ltd | 21,564 | $1.05M | 0.01% | +828+4.0% | Added |
| Jacobs Levy Equity Management, Inc | 22,207 | $1.08M | 0.00% | +22,207 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 22,449 | $1.09M | 0.00% | −1,633−6.8% | Reduced |
| Ieq Capital, LLC | 22,457 | $1.09M | 0.00% | +2,096+10.3% | Added |
| Quantbot Technologies LP | 23,468 | $1.14M | 0.03% | +23,468 | New |
| Thrivent Financial for Lutherans | 23,675 | $1.15M | 0.00% | +802+3.5% | Added |
| Federated Hermes, Inc. | 24,138 | $1.18M | 0.00% | +476+2.0% | Added |
| Engineers Gate Manager LP | 24,450 | $1.19M | 0.01% | +18,757+329.5% | Added |
| Man Group plc | 24,746 | $1.21M | 0.00% | +15,904+179.9% | Added |
| Chatham Capital Group, Inc. | 26,735 | $1.30M | 0.19% | −253−0.9% | Reduced |
| SEI Investments Co | 27,704 | $1.35M | 0.00% | +4,828+21.1% | Added |
| HRT Financial LP | 27,881 | $1.36M | 0.00% | +2,165+8.4% | Added |
| Clear Harbor Asset Management, LLC | 29,126 | $1.42M | 0.10% | −270−0.9% | Reduced |
| SG Americas Securities, LLC | 29,260 | $1.43M | 0.01% | −6,385−17.9% | Reduced |
| California State Teachers Retirement System | 30,965 | $1.51M | 0.00% | +4,181+15.6% | Added |
| Price T Rowe Associates Inc | 31,120 | $1.52M | 0.00% | +3,010+10.7% | Added |
| FMR LLC | 32,559 | $1.59M | 0.00% | −16,877−34.1% | Reduced |
| Prudential Financial Inc | 33,265 | $1.62M | 0.00% | +670+2.1% | Added |
| Alliancebernstein L.P. | 34,097 | $1.66M | 0.00% | −50,089−59.5% | Reduced |
| Maryland State Retirement & Pension System | 35,138 | $1.71M | 0.04% | −2,037−5.5% | Reduced |