H2O America

HTO

Exchange: Nasdaq
Industry: Water Supply
SEC CIK: 0000766829

SEC filings (opens in a new tab)

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.

Q4 2025 vs. Q3 2025

How the institutions holding H2O America changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of HTO: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	281	6	279	+4
Shares	28.9M	185.1K	30.1M	+1.39M (+4.8%)
Value	$1.41B	$8.96M	$1.48B	+$77.4M (+5.5%)

6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (44)

Institutions that held H2O America at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to HTO in Q4 2025
Institution	Shares	Value	% of portfolio
ATLAS Infrastructure Partners (UK) Ltd.	584,080	$28.6M	1.43%
Cohen & Steers, Inc.	544,544	$26.7M	0.05%
Antipodes Partners Ltd	383,905	$18.8M	0.39%
Resolution Capital Ltd	234,455	$11.5M	0.25%
Yaupon Capital Management LP	99,884	$4.89M	0.24%
BW Gestao de Investimentos Ltda.	81,202	$3.98M	0.14%
Susquehanna Portfolio Strategies, LLC	66,198	$3.24M	0.05%
Ausbil Investment Management Ltd	53,119	$2.60M	1.48%
Jackson Creek Investment Advisors LLC	37,863	$1.85M	0.55%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	32,849	$1.61M	0.06%
Commonwealth Equity Services, LLC	25,482	$1.25M	0.00%
Connor, Clark & Lunn Investment Management Ltd.	23,708	$1.16M	0.00%
Balyasny Asset Management LLC	18,911	$926.5K	0.00%
Skopos Labs, Inc.	17,672	$864.0K	0.04%
Jennison Associates LLC	17,235	$844.3K	0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	17,175	$841.0K	0.00%
Rubicon Advisors, GP	14,194	$695.4K	0.64%
Abacus Wealth Partners, LLC	10,640	$521.3K	0.05%
Mackenzie Financial Corp	10,221	$502.5K	0.00%
Abel Hall, LLC	10,209	$500.1K	0.12%
Canada Pension Plan Investment Board	10,200	$499.7K	0.00%
State of Wyoming	8,646	$423.6K	0.05%
Perigon Wealth Management, LLC	7,743	$379.3K	0.01%
EP Wealth Advisors, LLC	6,899	$338.0K	0.00%
FourThought Financial Partners, LLC	6,769	$331.6K	0.03%
LPL Financial LLC	6,446	$315.8K	0.00%
First Citizens Bank & Trust Co	6,209	$304.2K	0.01%
Loudon Investment Management, LLC	5,450	$267.0K	0.14%
Envestnet Portfolio Solutions, Inc.	5,093	$249.5K	0.00%
Ellevest, Inc.	4,590	$224.9K	0.03%
Kestra Advisory Services, LLC	2,526	$123.7K	0.00%
Pinnacle Wealth Planning Services, Inc.	384	$18.8K	0.00%
Vega Investment Solutions	236	$11.6K	0.00%
Meramec Financial Planners, LLC	107	$5.60K	0.00%
VSM Wealth Advisory, LLC	97	$4.75K	0.00%
International Assets Investment Management, LLC	56	$2.74K	0.00%
Sankala Group LLC	27	$1.45K	0.00%
Sound Income Strategies, LLC	23	$1.24K	0.00%
Ankerstar Wealth, LLC	12	$588	0.00%
Financial Consulate, Inc	11	$539	0.00%
Keating Financial Advisory Services, Inc.	7	$343	0.00%
Gilpin Wealth Management, LLC	3	$147	0.00%
Sunbelt Securities, Inc.	2	$98	0.00%
Torren Management, LLC	1	$56	0.00%

Sold out (40)

Institutions that held H2O America at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of HTO in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Marshall Wace, LLP	165,543	$8.06M
Adage Capital Partners GP, L.L.C.	100,000	$4.87M
Squarepoint Ops LLC	57,604	$2.81M
D. E. Shaw & Co., Inc.	45,131	$2.20M
Meritage Portfolio Management	44,993	$2.19M
Confluence Investment Management LLC	42,917	$2.09M
Schonfeld Strategic Advisors LLC	40,569	$1.98M
Quantbot Technologies LP	23,468	$1.14M
Dynamic Technology Lab Private Ltd	18,247	$889.0K
Aquatic Capital Management LLC	17,558	$855.1K
Verition Fund Management LLC	15,485	$754.1K
Campbell & CO Investment Adviser LLC	13,835	$673.8K
Quadrature Capital Ltd	13,662	$665.6K
ExodusPoint Capital Management, LP	13,063	$636.2K
Walleye Capital LLC	12,971	$631.7K
Elo Mutual Pension Insurance Co	12,163	$592.3K
Entropy Technologies, LP	10,200	$496.7K
Versor Investments LP	10,084	$491.1K
HSBC Holdings PLC	9,657	$469.0K
Vista Investment Partners LLC	8,331	$405.7K
Ballentine Partners, LLC	7,581	$369.2K
ISAM Funds (UK) Ltd	6,936	$337.8K
Y-Intercept (Hong Kong) Ltd	6,817	$332.0K
SOL Capital Management CO	6,000	$292.0K
Arete Wealth Advisors, LLC	5,700	$278.0K
One Capital Management, LLC	5,437	$264.8K
R Squared Ltd	4,987	$242.9K
Capstone Investment Advisors, LLC	4,702	$229.0K
Freestone Grove Partners LP	4,371	$212.9K
Teacher Retirement System of Texas	4,242	$206.6K
Rise Advisors, LLC	214	$10.4K
Principal Securities, Inc.	170	$8.28K
Bell Investment Advisors, Inc	106	$5.16K
High Note Wealth, LLC	102	$4.97K
Wealthspire Advisors, LLC	92	$4.48K
Johnson Financial Group, Inc.	22	$1.07K
Atlantic Trust, LLC	7	$341
Advisory Services Network, LLC	2	$97
Rialto Wealth Management, LLC	1	$49
Cloud Capital Management, LLC	2	$0

Not filed for Q4 2025 yet (6)

Institutions that held H2O America at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HTO in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Thematics Asset Management	132,246	$6.44M
First National Corp	36,238	$1.71M
Gitterman Wealth Management, LLC	9,441	$459.7K
Ridgewood Investments LLC	6,911	$336.6K
West Oak Capital, LLC	255	$12.5K
Hemington Wealth Management	41	$1.00K