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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 34,254 | $1.68M | 0.00% | +10,116+41.9% | Added |
| Price T Rowe Associates Inc | 34,484 | $1.69M | 0.00% | +3,364+10.8% | Added |
| Maryland State Retirement & Pension System | 35,765 | $1.75M | 0.04% | +627+1.8% | Added |
| American Century Companies Inc | 36,799 | $1.80M | 0.00% | −8,464−18.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 37,863 | $1.85M | 0.55% | +37,863 | New |
| Alliancebernstein L.P. | 39,701 | $1.94M | 0.00% | +5,604+16.4% | Added |
| Franklin Resources Inc | 40,649 | $1.99M | 0.00% | −58,815−59.1% | Reduced |
| Clean Yield Group | 42,706 | $2.09M | 0.58% | −7,979−15.7% | Reduced |
| Zimmer Partners, LP | 43,816 | $2.15M | 0.06% | −80,500−64.8% | Reduced |
| North Star Investment Management Corp. | 44,800 | $2.19M | 0.14% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 45,098 | $2.21M | 0.02% | +253+0.6% | Added |
| JPMorgan Chase & Co | 45,716 | $2.24M | 0.00% | −171,031−78.9% | Reduced |
| Mariner, LLC | 46,865 | $2.30M | 0.00% | +871+1.9% | Added |
| E. Ohman J:or Asset Management AB | 47,030 | $2.31M | 0.05% | 00.0% | Unchanged |
| Algert Global LLC | 48,251 | $2.36M | 0.04% | +28,560+145.0% | Added |
| Man Group plc | 50,251 | $2.46M | 0.00% | +25,505+103.1% | Added |
| Swiss Life Asset Management Ltd | 52,561 | $2.57M | 0.01% | +112+0.2% | Added |
| Ausbil Investment Management Ltd | 53,119 | $2.60M | 1.48% | +53,119 | New |
| Capula Management Ltd | 53,476 | $2.62M | 0.02% | +12,340+30.0% | Added |
| Great West Life Assurance Co | 53,869 | $2.64M | 0.00% | −3,728−6.5% | Reduced |
| Deutsche Bank AG | 55,677 | $2.73M | 0.00% | +1,601+3.0% | Added |
| Keynote Financial Services LLC | 56,218 | $2.75M | 1.54% | +4,804+9.3% | Added |
| Gamco Investors, Inc. Et Al | 61,630 | $3.02M | 0.03% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 61,651 | $3.02M | 0.13% | +239+0.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 62,555 | $3.06M | 0.02% | +2,349+3.9% | Added |
| Russell Investments Group, Ltd. | 63,421 | $3.11M | 0.00% | +59,115+1,372.9% | Added |
| Citadel Advisors LLC | 66,077 | $3.24M | 0.00% | +27,249+70.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 66,198 | $3.24M | 0.05% | +66,198 | New |
| Swiss National Bank | 66,200 | $3.24M | 0.00% | +3,200+5.1% | Added |
| Barclays PLC | 70,565 | $3.46M | 0.00% | +7,861+12.5% | Added |
| Kempen Capital Management N.V. | 72,314 | $3.54M | 0.03% | +1,298+1.8% | Added |
| SEI Investments Co | 73,597 | $3.61M | 0.00% | +45,893+165.7% | Added |
| Voloridge Investment Management, LLC | 76,822 | $3.76M | 0.01% | −17,683−18.7% | Reduced |
| BW Gestao de Investimentos Ltda. | 81,202 | $3.98M | 0.14% | +81,202 | New |
| Brandywine Global Investment Management, LLC | 81,927 | $4.01M | 0.03% | +63,918+354.9% | Added |
| Renaissance Technologies LLC | 84,000 | $4.12M | 0.01% | −32,300−27.8% | Reduced |
| First Manhattan Co | 85,761 | $4.20M | 0.01% | −3,993−4.4% | Reduced |
| Prospera Financial Services Inc | 87,876 | $4.31M | 0.07% | +29,213+49.8% | Added |
| Wells Fargo & Company | 96,903 | $4.75M | 0.00% | +39,679+69.3% | Added |
| Yaupon Capital Management LP | 99,884 | $4.89M | 0.24% | +99,884 | New |
| Rhumbline Advisers | 101,201 | $4.96M | 0.00% | −5,336−5.0% | Reduced |
| Ameriprise Financial Inc | 101,216 | $4.96M | 0.00% | −6,923−6.4% | Reduced |
| UBS Group AG | 112,387 | $5.51M | 0.00% | −14,339−11.3% | Reduced |
| Mutual of America Capital Management LLC | 112,841 | $5.53M | 0.06% | −5,093−4.3% | Reduced |
| Public Sector Pension Investment Board | 115,268 | $5.65M | 0.02% | −12,705−9.9% | Reduced |
| Bank of America Corp | 115,719 | $5.67M | 0.00% | +5,971+5.4% | Added |
| ProShare Advisors LLC | 134,572 | $6.59M | 0.01% | +1,326+1.0% | Added |
| UBS Asset Management Americas Inc | 136,876 | $6.71M | 0.00% | +5,990+4.6% | Added |
| Gabelli Funds LLC | 147,655 | $7.23M | 0.05% | +200+0.1% | Added |
| AQR Capital Management LLC | 154,671 | $7.58M | 0.00% | +19,246+14.2% | Added |
| Principal Financial Group Inc | 158,701 | $7.77M | 0.00% | +304+0.2% | Added |
| Schroder Investment Management Group | 166,238 | $8.19M | 0.01% | +14,591+9.6% | Added |
| Nuveen, LLC | 182,787 | $8.95M | 0.00% | −61,082−25.0% | Reduced |
| Bank of New York Mellon Corp | 183,106 | $8.97M | 0.00% | −125,709−40.7% | Reduced |
| CIBC Private Wealth Group, LLC | 183,639 | $9.00M | 0.02% | +80.0% | Added |
| Two Sigma Investments, LP | 196,911 | $9.65M | 0.01% | +51,533+35.4% | Added |
| Resolution Capital Ltd | 234,455 | $11.5M | 0.25% | +234,455 | New |
| Hotchkis & Wiley Capital Management LLC | 254,823 | $12.5M | 0.04% | +1,590+0.6% | Added |
| Assenagon Asset Management S.A. | 276,841 | $13.6M | 0.02% | +115,652+71.7% | Added |
| Northern Trust Corp | 342,958 | $16.8M | 0.00% | −13,502−3.8% | Reduced |
| Antipodes Partners Ltd | 383,905 | $18.8M | 0.39% | +383,905 | New |
| KBC Group NV | 417,891 | $20.5M | 0.05% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 433,757 | $21.2M | 0.00% | +13,715+3.3% | Added |
| Victory Capital Management Inc | 468,342 | $22.9M | 0.01% | +30,569+7.0% | Added |
| Goldman Sachs Group Inc | 482,535 | $23.6M | 0.00% | +181,164+60.1% | Added |
| First Trust Advisors LP | 502,393 | $24.6M | 0.02% | −813,062−61.8% | Reduced |
| Cohen & Steers, Inc. | 544,544 | $26.7M | 0.05% | +544,544 | New |
| Legal & General Group Plc | 568,822 | $27.9M | 0.01% | +7,802+1.4% | Added |
| ATLAS Infrastructure Partners (UK) Ltd. | 584,080 | $28.6M | 1.43% | +584,080 | New |
| Invesco Ltd. | 646,559 | $31.7M | 0.00% | +76,678+13.5% | Added |
| Dimensional Fund Advisors LP | 658,935 | $32.3M | 0.01% | +7,232+1.1% | Added |
| Geode Capital Management, LLC | 831,812 | $40.8M | 0.00% | +12,371+1.5% | Added |
| Nuance Investments, LLC | 906,724 | $44.4M | 4.89% | −115,198−11.3% | Reduced |
| State Street Corp | 1,359,773 | $66.6M | 0.00% | +59,799+4.6% | Added |
| Morgan Stanley | 1,368,180 | $67.0M | 0.00% | +754,715+123.0% | Added |
| Cerity Partners LLC | 1,445,802 | $70.8M | 0.10% | −2,545−0.2% | Reduced |
| Amundi | 1,712,886 | $83.9M | 0.02% | −472,056−21.6% | Reduced |
| Vanguard Group Inc | 2,731,868 | $133.8M | 0.00% | +77,775+2.9% | Added |
| BlackRock, Inc. | 6,655,180 | $326.0M | 0.01% | +413,136+6.6% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −165,543−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −57,604−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −45,131−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −44,993−100.0% | Sold out |
| Confluence Investment Management LLC | 0 | $0 | 0.00% | −42,917−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −40,569−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −23,468−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,247−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −17,558−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −15,485−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −13,835−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,662−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,063−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −12,971−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −12,163−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −10,084−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −9,657−100.0% | Sold out |
| Vista Investment Partners LLC | 0 | $0 | 0.00% | −8,331−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −7,581−100.0% | Sold out |