H2O America
HTO- Exchange
- Nasdaq
- Industry
- Water Supply
- SEC CIK
- 0000766829
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.
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 |
|---|---|---|---|---|---|
| Magellan Asset Management Ltd | 21,849 | $1.07M | 0.01% | +285+1.3% | Added |
| Ethic Inc. | 21,817 | $1.07M | 0.02% | +6,381+41.3% | Added |
| Jacobs Levy Equity Management, Inc | 21,729 | $1.06M | 0.00% | −478−2.2% | Reduced |
| Voya Investment Management LLC | 21,361 | $1.05M | 0.00% | +311+1.5% | Added |
| New York State Teachers Retirement System | 21,107 | $1.03M | 0.00% | +2,083+10.9% | Added |
| Davy Global Fund Management Ltd | 20,987 | $1.03M | 0.07% | +947+4.7% | Added |
| FMR LLC | 20,644 | $1.01M | 0.00% | −11,915−36.6% | Reduced |
| Quantinno Capital Management LP | 20,402 | $999.5K | 0.00% | +8,798+75.8% | Added |
| Martingale Asset Management L P | 20,011 | $980.3K | 0.02% | +11,923+147.4% | Added |
| Vontobel Holding Ltd. | 19,446 | $952.7K | 0.00% | +42+0.2% | Added |
| Guggenheim Capital LLC | 19,413 | $951.0K | 0.01% | +3,202+19.8% | Added |
| Balyasny Asset Management LLC | 18,911 | $926.5K | 0.00% | +18,911 | New |
| Macquarie Group Ltd | 18,369 | $899.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 18,331 | $898.0K | 0.00% | +379+2.1% | Added |
| Stifel Financial Corp | 18,111 | $887.3K | 0.00% | −472−2.5% | Reduced |
| State of Alaska, Department of Revenue | 17,989 | $880.0K | 0.01% | +443+2.5% | Added |
| Skopos Labs, Inc. | 17,672 | $864.0K | 0.04% | +17,672 | New |
| State of Wisconsin Investment Board | 17,327 | $848.9K | 0.00% | −1,004−5.5% | Reduced |
| Jennison Associates LLC | 17,235 | $844.3K | 0.00% | +17,235 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,175 | $841.0K | 0.00% | +17,175 | New |
| Illinois Municipal Retirement Fund | 17,012 | $833.4K | 0.01% | +741+4.6% | Added |
| Atria Investments LLC | 16,980 | $831.9K | 0.01% | −2,427−12.5% | Reduced |
| CoreCommodity Management, LLC | 16,958 | $830.8K | 0.18% | −3,066−15.3% | Reduced |
| Manufacturers Life Insurance Company, The | 15,650 | $766.7K | 0.00% | −418−2.6% | Reduced |
| Louisiana State Employees Retirement System | 15,300 | $749.5K | 0.01% | +200+1.3% | Added |
| Janus Henderson Group PLC | 14,947 | $732.5K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 14,200 | $695.7K | 0.00% | +3,100+27.9% | Added |
| Rubicon Advisors, GP | 14,194 | $695.4K | 0.64% | +14,194 | New |
| Intech Investment Management LLC | 14,115 | $691.5K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,894 | $680.7K | 0.00% | +4,095+41.8% | Added |
| Van Eck Associates Corp | 12,766 | $625.0K | 0.00% | +1,308+11.4% | Added |
| Inspire Advisors, LLC | 11,805 | $578.3K | 0.05% | −7,320−38.3% | Reduced |
| XTX Topco Ltd | 11,547 | $565.7K | 0.01% | +7,035+155.9% | Added |
| Bank of Montreal | 11,536 | $565.1K | 0.00% | −1,520−11.6% | Reduced |
| New York State Common Retirement Fund | 11,369 | $557.0K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 11,235 | $550.4K | 0.01% | −909−7.5% | Reduced |
| Canvas Wealth Advisors, LLC | 10,729 | $525.6K | 0.09% | +621+6.1% | Added |
| Abacus Wealth Partners, LLC | 10,640 | $521.3K | 0.05% | +10,640 | New |
| Citigroup Inc | 10,518 | $515.3K | 0.00% | −1,748−14.3% | Reduced |
| Mackenzie Financial Corp | 10,221 | $502.5K | 0.00% | +10,221 | New |
| Abel Hall, LLC | 10,209 | $500.1K | 0.12% | +10,209 | New |
| Canada Pension Plan Investment Board | 10,200 | $499.7K | 0.00% | +10,200 | New |
| Handelsbanken Fonder AB | 9,965 | $488.0K | 0.00% | −581−5.5% | Reduced |
| Daiwa Securities Group Inc. | 9,831 | $482.0K | 0.00% | −525−5.1% | Reduced |
| Clear Creek Financial Management, LLC | 9,782 | $479.2K | 0.04% | +2,917+42.5% | Added |
| Creative Planning | 9,734 | $476.8K | 0.00% | +4,517+86.6% | Added |
| Amalgamated Bank | 9,668 | $474.0K | 0.00% | +36+0.4% | Added |
| Yousif Capital Management, LLC | 8,918 | $469.7K | 0.01% | −1,119−11.1% | Reduced |
| Arizona State Retirement System | 9,401 | $460.6K | 0.00% | −206−2.1% | Reduced |
| Jump Financial, LLC | 9,387 | $459.9K | 0.01% | −29,730−76.0% | Reduced |
| Los Angeles Capital Management LLC | 9,610 | $443.4K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 8,693 | $440.3K | 0.00% | −748−7.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 8,941 | $438.0K | 0.00% | −414−4.4% | Reduced |
| Comerica Bank | 8,867 | $434.4K | 0.00% | −1,771−16.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,863 | $434.2K | 0.00% | +51+0.6% | Added |
| State of Wyoming | 8,646 | $423.6K | 0.05% | +8,646 | New |
| Liberty Wealth Management LLC | 8,618 | $422.2K | 0.05% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 8,500 | $416.4K | 0.22% | −7,344−46.4% | Reduced |
| D.A. Davidson & Co. | 8,321 | $407.7K | 0.00% | +413+5.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 8,252 | $404.2K | 0.01% | +1,060+14.7% | Added |
| Engineers Gate Manager LP | 8,232 | $403.3K | 0.00% | −16,218−66.3% | Reduced |
| State Board of Administration of Florida Retirement System | 8,211 | $402.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 8,131 | $398.0K | 0.00% | +135+1.7% | Added |
| Lido Advisors, LLC | 8,115 | $397.6K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 8,041 | $394.0K | 0.00% | −617−7.1% | Reduced |
| EntryPoint Capital, LLC | 8,021 | $392.9K | 0.15% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,755 | $381.9K | 0.00% | +701+9.9% | Added |
| Perigon Wealth Management, LLC | 7,743 | $379.3K | 0.01% | +7,743 | New |
| Oregon Public Employees Retirement Fund | 7,610 | $372.8K | 0.00% | +200+2.7% | Added |
| Cullen Capital Management LLC | 7,342 | $359.7K | 0.00% | −4,448−37.7% | Reduced |
| Private Advisor Group, LLC | 7,310 | $358.1K | 0.00% | −6,932−48.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,950 | $340.5K | 0.00% | +1,030+17.4% | Added |
| EP Wealth Advisors, LLC | 6,899 | $338.0K | 0.00% | +6,899 | New |
| FourThought Financial Partners, LLC | 6,769 | $331.6K | 0.03% | +6,769 | New |
| Pictet Asset Management Holding SA | 6,638 | $325.2K | 0.00% | −2,038−23.5% | Reduced |
| HighTower Advisors, LLC | 6,485 | $317.7K | 0.00% | −529−7.5% | Reduced |
| LPL Financial LLC | 6,446 | $315.8K | 0.00% | +6,446 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,268 | $307.1K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,253 | $306.3K | 0.00% | +1,292+26.0% | Added |
| First Citizens Bank & Trust Co | 6,209 | $304.2K | 0.01% | +6,209 | New |
| Mercer Global Advisors Inc | 6,951 | $292.5K | 0.00% | +2,777+66.5% | Added |
| ELCO Management Co., LLC | 5,593 | $274.0K | 0.17% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 5,450 | $267.0K | 0.14% | +5,450 | New |
| Cetera Investment Advisers | 5,386 | $263.9K | 0.00% | +705+15.1% | Added |
| Quest Partners LLC | 5,354 | $262.3K | 0.01% | −31,439−85.4% | Reduced |
| Public Employees Retirement System of Ohio | 5,268 | $258.1K | 0.00% | +18+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,093 | $249.5K | 0.00% | +5,093 | New |
| Royal Bank of Canada | 4,985 | $245.0K | 0.00% | −84−1.7% | Reduced |
| Aigen Investment Management, LP | 4,900 | $240.1K | 0.06% | +62+1.3% | Added |
| Millennium Management LLC | 4,792 | $234.8K | 0.00% | −129,306−96.4% | Reduced |
| Ellevest, Inc. | 4,590 | $224.9K | 0.03% | +4,590 | New |
| CWM Advisors, LLC | 4,217 | $206.6K | 0.02% | −5,385−56.1% | Reduced |
| Syon Capital LLC | 4,129 | $202.3K | 0.01% | −1,933−31.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,413 | $167.2K | 0.00% | +376+12.4% | Added |
| Public Employees Retirement Association of Colorado | 2,872 | $141.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,758 | $135.1K | 0.00% | −5,100−64.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,661 | $130.4K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,526 | $123.7K | 0.00% | +2,526 | New |
| GAMMA Investing LLC | 2,464 | $120.7K | 0.01% | +650+35.8% | Added |
| Essential Partners LLC | 2,425 | $118.8K | 0.04% | +516+27.0% | Added |