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, 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 | $2.68B |
| 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, 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 |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $49 | 0.00% | −173−99.4% | Reduced |
| Huntington National Bank | 1 | $49 | 0.00% | −18−94.7% | Reduced |
| Torren Management, LLC | 1 | $56 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $98 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $98 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 3 | $147 | 0.00% | −259−98.9% | Reduced |
| Abound Wealth Management | 3 | $147 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $147 | 0.00% | +2+200.0% | Added |
| Gilpin Wealth Management, LLC | 3 | $147 | 0.00% | +3 | New |
| TFC Financial Management | 4 | $196 | 0.00% | +3+300.0% | Added |
| Fortitude Family Office, LLC | 5 | $245 | 0.00% | −2−28.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $294 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $343 | 0.00% | −1−12.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 7 | $343 | 0.00% | +7 | New |
| Creative Financial Designs Inc | 9 | $441 | 0.00% | −2,041−99.6% | Reduced |
| Financial Consulate, Inc | 11 | $539 | 0.00% | +11 | New |
| Ankerstar Wealth, LLC | 12 | $588 | 0.00% | +12 | New |
| Manchester Capital Management LLC | 16 | $784 | 0.00% | −6,178−99.7% | Reduced |
| True Wealth Design, LLC | 17 | $833 | 0.00% | −25−59.5% | Reduced |
| Bare Financial Services, Inc | 20 | $980 | 0.00% | −97−82.9% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $980 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $980 | 0.00% | +11+122.2% | Added |
| Sound Income Strategies, LLC | 23 | $1.24K | 0.00% | +23 | New |
| Sankala Group LLC | 27 | $1.45K | 0.00% | +27 | New |
| MAI Capital Management | 31 | $1.52K | 0.00% | +21+210.0% | Added |
| Rothschild Investment LLC | 38 | $1.86K | 0.00% | −10−20.8% | Reduced |
| Covestor Ltd | 45 | $2.00K | 0.00% | −2−4.3% | Reduced |
| Root Financial Partners, LLC | 49 | $2.40K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 52 | $2.55K | 0.00% | −92−63.9% | Reduced |
| International Assets Investment Management, LLC | 56 | $2.74K | 0.00% | +56 | New |
| Signaturefd, LLC | 58 | $2.84K | 0.00% | +12+26.1% | Added |
| Trust Co of Vermont | 61 | $2.99K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 65 | $3.18K | 0.00% | −228−77.8% | Reduced |
| Ameriflex Group, Inc. | 69 | $3.38K | 0.00% | −69−50.0% | Reduced |
| Umb Bank N A | 78 | $3.82K | 0.00% | −52−40.0% | Reduced |
| SBI Securities Co., Ltd. | 84 | $4.12K | 0.00% | −44−34.4% | Reduced |
| SRS Capital Advisors, Inc. | 91 | $4.46K | 0.00% | −10,214−99.1% | Reduced |
| VSM Wealth Advisory, LLC | 97 | $4.75K | 0.00% | +97 | New |
| Smartleaf Asset Management LLC | 97 | $4.78K | 0.00% | +46+90.2% | Added |
| Danske Bank A/S | 100 | $4.90K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 107 | $5.60K | 0.00% | +107 | New |
| Massmutual Trust Co FSB | 129 | $6.32K | 0.00% | −43−25.0% | Reduced |
| Parkside Financial Bank & Trust | 149 | $7.30K | 0.00% | +9+6.4% | Added |
| Leonteq Securities AG | 168 | $8.24K | 0.00% | +42+33.3% | Added |
| Harbor Capital Advisors, Inc. | 182 | $9.00K | 0.00% | −3−1.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 184 | $9.01K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 200 | $9.97K | 0.00% | −107−34.9% | Reduced |
| Hantz Financial Services, Inc. | 195 | $10.0K | 0.00% | +10+5.4% | Added |
| Estabrook Capital Management | 209 | $10.2K | 0.00% | +2+1.0% | Added |
| Vega Investment Solutions | 236 | $11.6K | 0.00% | +236 | New |
| Jones Financial Companies LLLP | 238 | $11.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 250 | $12.2K | 0.00% | +200+400.0% | Added |
| Costello Asset Management, INC | 258 | $12.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 285 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 352 | $17.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 384 | $18.8K | 0.00% | +384 | New |
| Allworth Financial LP | 411 | $20.1K | 0.00% | −2,804−87.2% | Reduced |
| Bessemer Group Inc | 457 | $22.0K | 0.00% | +267+140.5% | Added |
| EverSource Wealth Advisors, LLC | 517 | $25.3K | 0.00% | −306−37.2% | Reduced |
| Quadrant Capital Group LLC | 525 | $25.7K | 0.00% | +347+194.9% | Added |
| Clarity Asset Management, Inc. | 549 | $26.9K | 0.01% | +5+0.9% | Added |
| Parallel Advisors, LLC | 594 | $29.1K | 0.00% | +541+1,020.8% | Added |
| Nisa Investment Advisors, LLC | 602 | $29.5K | 0.00% | −112−15.7% | Reduced |
| Rockefeller Capital Management L.P. | 608 | $29.8K | 0.00% | −111−15.4% | Reduced |
| Medallion Wealth Advisors, LLC | 660 | $32.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 803 | $39.3K | 0.00% | +231+40.4% | Added |
| Farther Finance Advisors, LLC | 813 | $39.8K | 0.00% | +419+106.3% | Added |
| Hughes Financial Services, LLC | 851 | $41.7K | 0.01% | +1+0.1% | Added |
| Private Trust Co NA | 858 | $42.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 928 | $45.5K | 0.00% | −354−27.6% | Reduced |
| IFP Advisors, Inc | 976 | $47.8K | 0.00% | +569+139.8% | Added |
| Advisor Group Holdings, Inc. | 976 | $47.9K | 0.00% | −80−7.6% | Reduced |
| South State Corp. | 1,635 | $80.1K | 0.00% | +135+9.0% | Added |
| Global Retirement Partners, LLC | 1,687 | $82.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,923 | $94.2K | 0.00% | −282−12.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,978 | $96.9K | 0.00% | +1,001+102.5% | Added |
| Larson Financial Group LLC | 2,014 | $98.7K | 0.00% | +1,988+7,646.2% | Added |
| Meeder Asset Management Inc | 2,101 | $102.9K | 0.01% | +1,725+458.8% | Added |
| Essential Partners LLC | 2,425 | $118.8K | 0.04% | +516+27.0% | Added |
| GAMMA Investing LLC | 2,464 | $120.7K | 0.01% | +650+35.8% | Added |
| Kestra Advisory Services, LLC | 2,526 | $123.7K | 0.00% | +2,526 | New |
| Ameritas Investment Partners, Inc. | 2,661 | $130.4K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,758 | $135.1K | 0.00% | −5,100−64.9% | Reduced |
| Public Employees Retirement Association of Colorado | 2,872 | $141.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,413 | $167.2K | 0.00% | +376+12.4% | Added |
| Syon Capital LLC | 4,129 | $202.3K | 0.01% | −1,933−31.9% | Reduced |
| CWM Advisors, LLC | 4,217 | $206.6K | 0.02% | −5,385−56.1% | Reduced |
| Ellevest, Inc. | 4,590 | $224.9K | 0.03% | +4,590 | New |
| Millennium Management LLC | 4,792 | $234.8K | 0.00% | −129,306−96.4% | Reduced |
| Aigen Investment Management, LP | 4,900 | $240.1K | 0.06% | +62+1.3% | Added |
| Royal Bank of Canada | 4,985 | $245.0K | 0.00% | −84−1.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,093 | $249.5K | 0.00% | +5,093 | New |
| Public Employees Retirement System of Ohio | 5,268 | $258.1K | 0.00% | +18+0.3% | Added |
| Quest Partners LLC | 5,354 | $262.3K | 0.01% | −31,439−85.4% | Reduced |
| Cetera Investment Advisers | 5,386 | $263.9K | 0.00% | +705+15.1% | Added |
| Loudon Investment Management, LLC | 5,450 | $267.0K | 0.14% | +5,450 | New |
| ELCO Management Co., LLC | 5,593 | $274.0K | 0.17% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,951 | $292.5K | 0.00% | +2,777+66.5% | Added |
| First Citizens Bank & Trust Co | 6,209 | $304.2K | 0.01% | +6,209 | New |