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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 6,253 | $306.3K | 0.00% | +1,292+26.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,268 | $307.1K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 6,446 | $315.8K | 0.00% | +6,446 | New |
| HighTower Advisors, LLC | 6,485 | $317.7K | 0.00% | −529−7.5% | Reduced |
| Pictet Asset Management Holding SA | 6,638 | $325.2K | 0.00% | −2,038−23.5% | Reduced |
| FourThought Financial Partners, LLC | 6,769 | $331.6K | 0.03% | +6,769 | New |
| EP Wealth Advisors, LLC | 6,899 | $338.0K | 0.00% | +6,899 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,950 | $340.5K | 0.00% | +1,030+17.4% | Added |
| Private Advisor Group, LLC | 7,310 | $358.1K | 0.00% | −6,932−48.7% | Reduced |
| Cullen Capital Management LLC | 7,342 | $359.7K | 0.00% | −4,448−37.7% | Reduced |
| Oregon Public Employees Retirement Fund | 7,610 | $372.8K | 0.00% | +200+2.7% | Added |
| Perigon Wealth Management, LLC | 7,743 | $379.3K | 0.01% | +7,743 | New |
| Allspring Global Investments Holdings, LLC | 7,755 | $381.9K | 0.00% | +701+9.9% | Added |
| EntryPoint Capital, LLC | 8,021 | $392.9K | 0.15% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 8,041 | $394.0K | 0.00% | −617−7.1% | Reduced |
| Lido Advisors, LLC | 8,115 | $397.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 8,131 | $398.0K | 0.00% | +135+1.7% | Added |
| State Board of Administration of Florida Retirement System | 8,211 | $402.3K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,232 | $403.3K | 0.00% | −16,218−66.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,252 | $404.2K | 0.01% | +1,060+14.7% | Added |
| D.A. Davidson & Co. | 8,321 | $407.7K | 0.00% | +413+5.2% | Added |
| Everstar Asset Management, LLC | 8,500 | $416.4K | 0.22% | −7,344−46.4% | Reduced |
| Liberty Wealth Management LLC | 8,618 | $422.2K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 8,646 | $423.6K | 0.05% | +8,646 | New |
| Police & Firemen's Retirement System of New Jersey | 8,863 | $434.2K | 0.00% | +51+0.6% | Added |
| Comerica Bank | 8,867 | $434.4K | 0.00% | −1,771−16.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 8,941 | $438.0K | 0.00% | −414−4.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,693 | $440.3K | 0.00% | −748−7.9% | Reduced |
| Los Angeles Capital Management LLC | 9,610 | $443.4K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 9,387 | $459.9K | 0.01% | −29,730−76.0% | Reduced |
| Arizona State Retirement System | 9,401 | $460.6K | 0.00% | −206−2.1% | Reduced |
| Yousif Capital Management, LLC | 8,918 | $469.7K | 0.01% | −1,119−11.1% | Reduced |
| Amalgamated Bank | 9,668 | $474.0K | 0.00% | +36+0.4% | Added |
| Creative Planning | 9,734 | $476.8K | 0.00% | +4,517+86.6% | Added |
| Clear Creek Financial Management, LLC | 9,782 | $479.2K | 0.04% | +2,917+42.5% | Added |
| Daiwa Securities Group Inc. | 9,831 | $482.0K | 0.00% | −525−5.1% | Reduced |
| Handelsbanken Fonder AB | 9,965 | $488.0K | 0.00% | −581−5.5% | Reduced |
| Canada Pension Plan Investment Board | 10,200 | $499.7K | 0.00% | +10,200 | New |
| Abel Hall, LLC | 10,209 | $500.1K | 0.12% | +10,209 | New |
| Mackenzie Financial Corp | 10,221 | $502.5K | 0.00% | +10,221 | New |
| Citigroup Inc | 10,518 | $515.3K | 0.00% | −1,748−14.3% | Reduced |
| Abacus Wealth Partners, LLC | 10,640 | $521.3K | 0.05% | +10,640 | New |
| Canvas Wealth Advisors, LLC | 10,729 | $525.6K | 0.09% | +621+6.1% | Added |
| Brevan Howard Capital Management LP | 11,235 | $550.4K | 0.01% | −909−7.5% | Reduced |
| New York State Common Retirement Fund | 11,369 | $557.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 11,536 | $565.1K | 0.00% | −1,520−11.6% | Reduced |
| XTX Topco Ltd | 11,547 | $565.7K | 0.01% | +7,035+155.9% | Added |
| Inspire Advisors, LLC | 11,805 | $578.3K | 0.05% | −7,320−38.3% | Reduced |
| Van Eck Associates Corp | 12,766 | $625.0K | 0.00% | +1,308+11.4% | Added |
| Susquehanna International Group, LLP | 13,894 | $680.7K | 0.00% | +4,095+41.8% | Added |
| Intech Investment Management LLC | 14,115 | $691.5K | 0.01% | 00.0% | Unchanged |
| Rubicon Advisors, GP | 14,194 | $695.4K | 0.64% | +14,194 | New |
| KLP Kapitalforvaltning AS | 14,200 | $695.7K | 0.00% | +3,100+27.9% | Added |
| Janus Henderson Group PLC | 14,947 | $732.5K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 15,300 | $749.5K | 0.01% | +200+1.3% | Added |
| Manufacturers Life Insurance Company, The | 15,650 | $766.7K | 0.00% | −418−2.6% | Reduced |
| CoreCommodity Management, LLC | 16,958 | $830.8K | 0.18% | −3,066−15.3% | Reduced |
| Atria Investments LLC | 16,980 | $831.9K | 0.01% | −2,427−12.5% | Reduced |
| Illinois Municipal Retirement Fund | 17,012 | $833.4K | 0.01% | +741+4.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,175 | $841.0K | 0.00% | +17,175 | New |
| Jennison Associates LLC | 17,235 | $844.3K | 0.00% | +17,235 | New |
| State of Wisconsin Investment Board | 17,327 | $848.9K | 0.00% | −1,004−5.5% | Reduced |
| Skopos Labs, Inc. | 17,672 | $864.0K | 0.04% | +17,672 | New |
| State of Alaska, Department of Revenue | 17,989 | $880.0K | 0.01% | +443+2.5% | Added |
| Stifel Financial Corp | 18,111 | $887.3K | 0.00% | −472−2.5% | Reduced |
| MetLife Investment Management | 18,331 | $898.0K | 0.00% | +379+2.1% | Added |
| Macquarie Group Ltd | 18,369 | $899.9K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 18,911 | $926.5K | 0.00% | +18,911 | New |
| Guggenheim Capital LLC | 19,413 | $951.0K | 0.01% | +3,202+19.8% | Added |
| Vontobel Holding Ltd. | 19,446 | $952.7K | 0.00% | +42+0.2% | Added |
| Martingale Asset Management L P | 20,011 | $980.3K | 0.02% | +11,923+147.4% | Added |
| Quantinno Capital Management LP | 20,402 | $999.5K | 0.00% | +8,798+75.8% | Added |
| FMR LLC | 20,644 | $1.01M | 0.00% | −11,915−36.6% | Reduced |
| Davy Global Fund Management Ltd | 20,987 | $1.03M | 0.07% | +947+4.7% | Added |
| New York State Teachers Retirement System | 21,107 | $1.03M | 0.00% | +2,083+10.9% | Added |
| Voya Investment Management LLC | 21,361 | $1.05M | 0.00% | +311+1.5% | Added |
| Jacobs Levy Equity Management, Inc | 21,729 | $1.06M | 0.00% | −478−2.2% | Reduced |
| Ethic Inc. | 21,817 | $1.07M | 0.02% | +6,381+41.3% | Added |
| Magellan Asset Management Ltd | 21,849 | $1.07M | 0.01% | +285+1.3% | Added |
| Voleon Capital Management LP | 22,194 | $1.09M | 0.02% | −40,867−64.8% | Reduced |
| State of Tennessee, Treasury Department | 20,970 | $1.09M | 0.00% | +8,288+65.4% | Added |
| Thrivent Financial for Lutherans | 22,881 | $1.12M | 0.00% | −794−3.4% | Reduced |
| Rodgers Brothers Inc. | 23,250 | $1.14M | 0.14% | −24,500−51.3% | Reduced |
| Atom Investors LP | 23,425 | $1.15M | 0.09% | −36,719−61.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 23,708 | $1.16M | 0.00% | +23,708 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 23,877 | $1.17M | 0.00% | +1,428+6.4% | Added |
| BNP Paribas Arbitrage, SA | 24,306 | $1.19M | 0.00% | −64,391−72.6% | Reduced |
| Ieq Capital, LLC | 25,455 | $1.25M | 0.00% | +2,998+13.3% | Added |
| Commonwealth Equity Services, LLC | 25,482 | $1.25M | 0.00% | +25,482 | New |
| Chatham Capital Group, Inc. | 27,085 | $1.33M | 0.19% | +350+1.3% | Added |
| SG Americas Securities, LLC | 28,065 | $1.38M | 0.00% | −1,195−4.1% | Reduced |
| Clear Harbor Asset Management, LLC | 28,326 | $1.39M | 0.09% | −800−2.7% | Reduced |
| CenterBook Partners LP | 28,976 | $1.42M | 0.07% | −19,044−39.7% | Reduced |
| Jane Street Group, LLC | 29,026 | $1.42M | 0.00% | −7,476−20.5% | Reduced |
| Storebrand Asset Management AS | 29,208 | $1.43M | 0.00% | −5,938−16.9% | Reduced |
| HRT Financial LP | 30,153 | $1.48M | 0.00% | +2,272+8.1% | Added |
| Raymond James Financial Inc | 30,961 | $1.52M | 0.00% | −8,824−22.2% | Reduced |
| California State Teachers Retirement System | 31,036 | $1.52M | 0.00% | +71+0.2% | Added |
| Prudential Financial Inc | 31,163 | $1.53M | 0.00% | −2,102−6.3% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 32,849 | $1.61M | 0.06% | +32,849 | New |