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.
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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 3,215 | $156.6K | 0.00% | +259+8.8% | Added |
| The PNC Financial Services Group, Inc. | 3,037 | $147.9K | 0.00% | −575−15.9% | Reduced |
| Public Employees Retirement Association of Colorado | 2,872 | $140.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,661 | $129.6K | 0.00% | −646−19.5% | Reduced |
| Sterling Capital Management LLC | 2,205 | $107.4K | 0.00% | +1,345+156.4% | Added |
| Creative Financial Designs Inc | 2,050 | $99.8K | 0.01% | −216−9.5% | Reduced |
| Essential Partners LLC | 1,909 | $93.0K | 0.03% | +1,870+4,794.9% | Added |
| GAMMA Investing LLC | 1,814 | $88.3K | 0.00% | −772−29.9% | Reduced |
| Global Retirement Partners, LLC | 1,687 | $82.2K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,500 | $73.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,282 | $62.4K | 0.00% | −245−16.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,056 | $52.2K | 0.00% | +191+22.1% | Added |
| Tower Research Capital LLC (TRC) | 977 | $47.6K | 0.00% | −2,024−67.4% | Reduced |
| Private Trust Co NA | 858 | $41.8K | 0.00% | +3+0.4% | Added |
| EverSource Wealth Advisors, LLC | 823 | $40.1K | 0.00% | +289+54.1% | Added |
| Hughes Financial Services, LLC | 850 | $39.7K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 719 | $35.0K | 0.00% | +719 | New |
| Nisa Investment Advisors, LLC | 714 | $34.8K | 0.00% | +226+46.3% | Added |
| Medallion Wealth Advisors, LLC | 660 | $32.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 572 | $27.9K | 0.00% | −400−41.2% | Reduced |
| Clarity Asset Management, Inc. | 544 | $26.5K | 0.01% | +4+0.7% | Added |
| IFP Advisors, Inc | 407 | $19.8K | 0.00% | +175+75.4% | Added |
| Farther Finance Advisors, LLC | 394 | $19.2K | 0.00% | +379+2,526.7% | Added |
| Meeder Asset Management Inc | 376 | $18.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 352 | $17.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 307 | $14.5K | 0.00% | +307 | New |
| Simplex Trading, LLC | 293 | $14.0K | 0.00% | −632−68.3% | Reduced |
| AdvisorNet Financial, Inc | 285 | $13.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 262 | $12.8K | 0.00% | +212+424.0% | Added |
| Costello Asset Management, INC | 258 | $12.5K | 0.00% | −299−53.7% | Reduced |
| West Oak Capital, LLC | 255 | $12.5K | 0.00% | +5+2.0% | Added |
| Jones Financial Companies LLLP | 238 | $11.5K | 0.00% | +230+2,875.0% | Added |
| Rise Advisors, LLC | 214 | $10.4K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 207 | $10.1K | 0.00% | +1+0.5% | Added |
| 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 |
| Steward Partners Investment Advisory, LLC | 184 | $8.96K | 0.00% | +184 | New |
| Quadrant Capital Group LLC | 178 | $8.67K | 0.00% | +178 | New |
| Caitong International Asset Management Co., Ltd | 174 | $8.47K | 0.01% | +174 | New |
| Massmutual Trust Co FSB | 172 | $8.38K | 0.00% | −29−14.4% | Reduced |
| Principal Securities, Inc. | 170 | $8.28K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 144 | $7.01K | 0.00% | +144 | New |
| Parkside Financial Bank & Trust | 140 | $6.82K | 0.00% | +140 | New |
| Ameriflex Group, Inc. | 138 | $6.72K | 0.00% | +68+97.1% | Added |
| Umb Bank N A | 130 | $6.33K | 0.00% | −38−22.6% | Reduced |
| SBI Securities Co., Ltd. | 128 | $6.23K | 0.00% | +46+56.1% | Added |
| Leonteq Securities AG | 126 | $6.13K | 0.00% | +39+44.8% | Added |
| Bare Financial Services, Inc | 117 | $5.70K | 0.00% | +68+138.8% | Added |
| Bell Investment Advisors, Inc | 106 | $5.16K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 102 | $4.97K | 0.00% | +10+10.9% | Added |
| Danske Bank A/S | 100 | $4.87K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 92 | $4.48K | 0.00% | +92 | New |
| Trust Co of Vermont | 61 | $2.97K | 0.00% | +61 | New |
| Parallel Advisors, LLC | 53 | $2.59K | 0.00% | +5+10.4% | Added |
| Smartleaf Asset Management LLC | 51 | $2.45K | 0.00% | +28+121.7% | Added |
| Fifth Third Bancorp | 50 | $2.44K | 0.00% | −20−28.6% | Reduced |
| Root Financial Partners, LLC | 49 | $2.39K | 0.00% | +49 | New |
| Rothschild Investment LLC | 48 | $2.34K | 0.00% | −27−36.0% | Reduced |
| Signaturefd, LLC | 46 | $2.24K | 0.00% | −9−16.4% | Reduced |
| True Wealth Design, LLC | 42 | $2.05K | 0.00% | −81−65.9% | Reduced |
| Covestor Ltd | 47 | $2.00K | 0.00% | +15+46.9% | Added |
| Larson Financial Group LLC | 26 | $1.27K | 0.00% | −410−94.0% | Reduced |
| Johnson Financial Group, Inc. | 22 | $1.07K | 0.00% | +22 | New |
| Hemington Wealth Management | 41 | $1.00K | 0.00% | −9−18.0% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $974 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 19 | $926 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 10 | $487 | 0.00% | −68−87.2% | Reduced |
| JFS Wealth Advisors, LLC | 9 | $439 | 0.00% | −2−18.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 8 | $390 | 0.00% | +8 | New |
| Fortitude Family Office, LLC | 7 | $341 | 0.00% | −9−56.3% | Reduced |
| Atlantic Trust, LLC | 7 | $341 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $303 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $147 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $97 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2 | $97 | 0.00% | +2 | New |
| 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 |
| Bay Harbor Wealth Management, LLC | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −232,932−100.0% | Sold out |
| Vennlight Capital Management, LP | 0 | $0 | 0.00% | −94,266−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −38,893−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −35,010−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −28,990−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −17,300−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −7,440−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −4,355−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,123−100.0% | Sold out |
| Prosperity Consulting Group, LLC | 0 | $0 | 0.00% | −4,003−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,395−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,097−100.0% | Sold out |
| S.A. Mason LLC | 0 | $0 | 0.00% | −703−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −463−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| VSM Wealth Advisory, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −81−100.0% | Sold out |