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 |
|---|---|---|---|---|---|
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −6,936−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,817−100.0% | Sold out |
| SOL Capital Management CO | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −5,437−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −4,987−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,702−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −4,371−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −4,242−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Rialto Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Thematics Asset Management | – | – | – | – | Not filed |
| First National Corp | – | – | – | – | Not filed |
| Gitterman Wealth Management, LLC | – | – | – | – | Not filed |
| Ridgewood Investments LLC | – | – | – | – | Not filed |
| West Oak Capital, LLC | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |