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, Q4 2025
Institutional positions in H2O America as of Dec 31, 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
- 279
- +4 vs. Q3 2025
- Shares held
- 30.1M
- +1.39M (+4.8%) vs. Q3 2025
- Total value
- $1.48B
- +$77.4M (+5.5%) vs. Q3 2025
- New holders
- 44
- 110 more added
- Sold out
- 40
- 92 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding H2O America; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,655,180 | $326.0M | 0.01% | +413,136+6.6% | Added |
| Vanguard Group Inc | 2,731,868 | $133.8M | 0.00% | +77,775+2.9% | Added |
| Amundi | 1,712,886 | $83.9M | 0.02% | −472,056−21.6% | Reduced |
| Cerity Partners LLC | 1,445,802 | $70.8M | 0.10% | −2,545−0.2% | Reduced |
| Morgan Stanley | 1,368,180 | $67.0M | 0.00% | +754,715+123.0% | Added |
| State Street Corp | 1,359,773 | $66.6M | 0.00% | +59,799+4.6% | Added |
| Nuance Investments, LLC | 906,724 | $44.4M | 4.89% | −115,198−11.3% | Reduced |
| Geode Capital Management, LLC | 831,812 | $40.8M | 0.00% | +12,371+1.5% | Added |
| Dimensional Fund Advisors LP | 658,935 | $32.3M | 0.01% | +7,232+1.1% | Added |
| Invesco Ltd. | 646,559 | $31.7M | 0.00% | +76,678+13.5% | Added |
| ATLAS Infrastructure Partners (UK) Ltd. | 584,080 | $28.6M | 1.43% | +584,080 | New |
| Legal & General Group Plc | 568,822 | $27.9M | 0.01% | +7,802+1.4% | Added |
| Cohen & Steers, Inc. | 544,544 | $26.7M | 0.05% | +544,544 | New |
| First Trust Advisors LP | 502,393 | $24.6M | 0.02% | −813,062−61.8% | Reduced |
| Goldman Sachs Group Inc | 482,535 | $23.6M | 0.00% | +181,164+60.1% | Added |
| Victory Capital Management Inc | 468,342 | $22.9M | 0.01% | +30,569+7.0% | Added |
| Charles Schwab Investment Management Inc | 433,757 | $21.2M | 0.00% | +13,715+3.3% | Added |
| KBC Group NV | 417,891 | $20.5M | 0.05% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 383,905 | $18.8M | 0.39% | +383,905 | New |
| Northern Trust Corp | 342,958 | $16.8M | 0.00% | −13,502−3.8% | Reduced |
| Assenagon Asset Management S.A. | 276,841 | $13.6M | 0.02% | +115,652+71.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 254,823 | $12.5M | 0.04% | +1,590+0.6% | Added |
| Resolution Capital Ltd | 234,455 | $11.5M | 0.25% | +234,455 | New |
| Two Sigma Investments, LP | 196,911 | $9.65M | 0.01% | +51,533+35.4% | Added |
| CIBC Private Wealth Group, LLC | 183,639 | $9.00M | 0.02% | +80.0% | Added |
| Bank of New York Mellon Corp | 183,106 | $8.97M | 0.00% | −125,709−40.7% | Reduced |
| Nuveen, LLC | 182,787 | $8.95M | 0.00% | −61,082−25.0% | Reduced |
| Schroder Investment Management Group | 166,238 | $8.19M | 0.01% | +14,591+9.6% | Added |
| Principal Financial Group Inc | 158,701 | $7.77M | 0.00% | +304+0.2% | Added |
| AQR Capital Management LLC | 154,671 | $7.58M | 0.00% | +19,246+14.2% | Added |
| Gabelli Funds LLC | 147,655 | $7.23M | 0.05% | +200+0.1% | Added |
| UBS Asset Management Americas Inc | 136,876 | $6.71M | 0.00% | +5,990+4.6% | Added |
| ProShare Advisors LLC | 134,572 | $6.59M | 0.01% | +1,326+1.0% | Added |
| Bank of America Corp | 115,719 | $5.67M | 0.00% | +5,971+5.4% | Added |
| Public Sector Pension Investment Board | 115,268 | $5.65M | 0.02% | −12,705−9.9% | Reduced |
| Mutual of America Capital Management LLC | 112,841 | $5.53M | 0.06% | −5,093−4.3% | Reduced |
| UBS Group AG | 112,387 | $5.51M | 0.00% | −14,339−11.3% | Reduced |
| Ameriprise Financial Inc | 101,216 | $4.96M | 0.00% | −6,923−6.4% | Reduced |
| Rhumbline Advisers | 101,201 | $4.96M | 0.00% | −5,336−5.0% | Reduced |
| Yaupon Capital Management LP | 99,884 | $4.89M | 0.24% | +99,884 | New |
| Wells Fargo & Company | 96,903 | $4.75M | 0.00% | +39,679+69.3% | Added |
| Prospera Financial Services Inc | 87,876 | $4.31M | 0.07% | +29,213+49.8% | Added |
| First Manhattan Co | 85,761 | $4.20M | 0.01% | −3,993−4.4% | Reduced |
| Renaissance Technologies LLC | 84,000 | $4.12M | 0.01% | −32,300−27.8% | Reduced |
| Brandywine Global Investment Management, LLC | 81,927 | $4.01M | 0.03% | +63,918+354.9% | Added |
| BW Gestao de Investimentos Ltda. | 81,202 | $3.98M | 0.14% | +81,202 | New |
| Voloridge Investment Management, LLC | 76,822 | $3.76M | 0.01% | −17,683−18.7% | Reduced |
| SEI Investments Co | 73,597 | $3.61M | 0.00% | +45,893+165.7% | Added |
| Kempen Capital Management N.V. | 72,314 | $3.54M | 0.03% | +1,298+1.8% | Added |
| Barclays PLC | 70,565 | $3.46M | 0.00% | +7,861+12.5% | Added |
| Swiss National Bank | 66,200 | $3.24M | 0.00% | +3,200+5.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 66,198 | $3.24M | 0.05% | +66,198 | New |
| Citadel Advisors LLC | 66,077 | $3.24M | 0.00% | +27,249+70.2% | Added |
| Russell Investments Group, Ltd. | 63,421 | $3.11M | 0.00% | +59,115+1,372.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 62,555 | $3.06M | 0.02% | +2,349+3.9% | Added |
| New Age Alpha Advisors, LLC | 61,651 | $3.02M | 0.13% | +239+0.4% | Added |
| Gamco Investors, Inc. Et Al | 61,630 | $3.02M | 0.03% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 56,218 | $2.75M | 1.54% | +4,804+9.3% | Added |
| Deutsche Bank AG | 55,677 | $2.73M | 0.00% | +1,601+3.0% | Added |
| Great West Life Assurance Co | 53,869 | $2.64M | 0.00% | −3,728−6.5% | Reduced |
| Capula Management Ltd | 53,476 | $2.62M | 0.02% | +12,340+30.0% | Added |
| Ausbil Investment Management Ltd | 53,119 | $2.60M | 1.48% | +53,119 | New |
| Swiss Life Asset Management Ltd | 52,561 | $2.57M | 0.01% | +112+0.2% | Added |
| Man Group plc | 50,251 | $2.46M | 0.00% | +25,505+103.1% | Added |
| Algert Global LLC | 48,251 | $2.36M | 0.04% | +28,560+145.0% | Added |
| E. Ohman J:or Asset Management AB | 47,030 | $2.31M | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 46,865 | $2.30M | 0.00% | +871+1.9% | Added |
| JPMorgan Chase & Co | 45,716 | $2.24M | 0.00% | −171,031−78.9% | Reduced |
| Exchange Traded Concepts, LLC | 45,098 | $2.21M | 0.02% | +253+0.6% | Added |
| North Star Investment Management Corp. | 44,800 | $2.19M | 0.14% | 00.0% | Unchanged |
| Zimmer Partners, LP | 43,816 | $2.15M | 0.06% | −80,500−64.8% | Reduced |
| Clean Yield Group | 42,706 | $2.09M | 0.58% | −7,979−15.7% | Reduced |
| Franklin Resources Inc | 40,649 | $1.99M | 0.00% | −58,815−59.1% | Reduced |
| Alliancebernstein L.P. | 39,701 | $1.94M | 0.00% | +5,604+16.4% | Added |
| Jackson Creek Investment Advisors LLC | 37,863 | $1.85M | 0.55% | +37,863 | New |
| American Century Companies Inc | 36,799 | $1.80M | 0.00% | −8,464−18.7% | Reduced |
| Maryland State Retirement & Pension System | 35,765 | $1.75M | 0.04% | +627+1.8% | Added |
| Price T Rowe Associates Inc | 34,484 | $1.69M | 0.00% | +3,364+10.8% | Added |
| Federated Hermes, Inc. | 34,254 | $1.68M | 0.00% | +10,116+41.9% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 32,849 | $1.61M | 0.06% | +32,849 | New |
| Prudential Financial Inc | 31,163 | $1.53M | 0.00% | −2,102−6.3% | Reduced |
| California State Teachers Retirement System | 31,036 | $1.52M | 0.00% | +71+0.2% | Added |
| Raymond James Financial Inc | 30,961 | $1.52M | 0.00% | −8,824−22.2% | Reduced |
| HRT Financial LP | 30,153 | $1.48M | 0.00% | +2,272+8.1% | Added |
| Storebrand Asset Management AS | 29,208 | $1.43M | 0.00% | −5,938−16.9% | Reduced |
| Jane Street Group, LLC | 29,026 | $1.42M | 0.00% | −7,476−20.5% | Reduced |
| CenterBook Partners LP | 28,976 | $1.42M | 0.07% | −19,044−39.7% | Reduced |
| Clear Harbor Asset Management, LLC | 28,326 | $1.39M | 0.09% | −800−2.7% | Reduced |
| SG Americas Securities, LLC | 28,065 | $1.38M | 0.00% | −1,195−4.1% | Reduced |
| Chatham Capital Group, Inc. | 27,085 | $1.33M | 0.19% | +350+1.3% | Added |
| Commonwealth Equity Services, LLC | 25,482 | $1.25M | 0.00% | +25,482 | New |
| Ieq Capital, LLC | 25,455 | $1.25M | 0.00% | +2,998+13.3% | Added |
| BNP Paribas Arbitrage, SA | 24,306 | $1.19M | 0.00% | −64,391−72.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 23,877 | $1.17M | 0.00% | +1,428+6.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 23,708 | $1.16M | 0.00% | +23,708 | New |
| Atom Investors LP | 23,425 | $1.15M | 0.09% | −36,719−61.1% | Reduced |
| Rodgers Brothers Inc. | 23,250 | $1.14M | 0.14% | −24,500−51.3% | Reduced |
| Thrivent Financial for Lutherans | 22,881 | $1.12M | 0.00% | −794−3.4% | Reduced |
| State of Tennessee, Treasury Department | 20,970 | $1.09M | 0.00% | +8,288+65.4% | Added |
| Voleon Capital Management LP | 22,194 | $1.09M | 0.02% | −40,867−64.8% | Reduced |