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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 2,101 | $102.9K | 0.01% | +1,725+458.8% | Added |
| Larson Financial Group LLC | 2,014 | $98.7K | 0.00% | +1,988+7,646.2% | Added |
| Tower Research Capital LLC (TRC) | 1,978 | $96.9K | 0.00% | +1,001+102.5% | Added |
| Sterling Capital Management LLC | 1,923 | $94.2K | 0.00% | −282−12.8% | Reduced |
| Global Retirement Partners, LLC | 1,687 | $82.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,635 | $80.1K | 0.00% | +135+9.0% | Added |
| Advisor Group Holdings, Inc. | 976 | $47.9K | 0.00% | −80−7.6% | Reduced |
| IFP Advisors, Inc | 976 | $47.8K | 0.00% | +569+139.8% | Added |
| US Bancorp | 928 | $45.5K | 0.00% | −354−27.6% | Reduced |
| Private Trust Co NA | 858 | $42.0K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 851 | $41.7K | 0.01% | +1+0.1% | Added |
| Farther Finance Advisors, LLC | 813 | $39.8K | 0.00% | +419+106.3% | Added |
| Versant Capital Management, Inc | 803 | $39.3K | 0.00% | +231+40.4% | Added |
| Medallion Wealth Advisors, LLC | 660 | $32.3K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 608 | $29.8K | 0.00% | −111−15.4% | Reduced |
| Nisa Investment Advisors, LLC | 602 | $29.5K | 0.00% | −112−15.7% | Reduced |
| Parallel Advisors, LLC | 594 | $29.1K | 0.00% | +541+1,020.8% | Added |
| Clarity Asset Management, Inc. | 549 | $26.9K | 0.01% | +5+0.9% | Added |
| Quadrant Capital Group LLC | 525 | $25.7K | 0.00% | +347+194.9% | Added |
| EverSource Wealth Advisors, LLC | 517 | $25.3K | 0.00% | −306−37.2% | Reduced |
| Bessemer Group Inc | 457 | $22.0K | 0.00% | +267+140.5% | Added |
| Allworth Financial LP | 411 | $20.1K | 0.00% | −2,804−87.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 384 | $18.8K | 0.00% | +384 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 352 | $17.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 285 | $14.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 258 | $12.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 250 | $12.2K | 0.00% | +200+400.0% | Added |
| Jones Financial Companies LLLP | 238 | $11.7K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 236 | $11.6K | 0.00% | +236 | New |
| Estabrook Capital Management | 209 | $10.2K | 0.00% | +2+1.0% | Added |
| Hantz Financial Services, Inc. | 195 | $10.0K | 0.00% | +10+5.4% | Added |
| Salomon & Ludwin, LLC | 200 | $9.97K | 0.00% | −107−34.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 184 | $9.01K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 182 | $9.00K | 0.00% | −3−1.6% | Reduced |
| Leonteq Securities AG | 168 | $8.24K | 0.00% | +42+33.3% | Added |
| Parkside Financial Bank & Trust | 149 | $7.30K | 0.00% | +9+6.4% | Added |
| Massmutual Trust Co FSB | 129 | $6.32K | 0.00% | −43−25.0% | Reduced |
| Meramec Financial Planners, LLC | 107 | $5.60K | 0.00% | +107 | New |
| Danske Bank A/S | 100 | $4.90K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 97 | $4.78K | 0.00% | +46+90.2% | Added |
| VSM Wealth Advisory, LLC | 97 | $4.75K | 0.00% | +97 | New |
| SRS Capital Advisors, Inc. | 91 | $4.46K | 0.00% | −10,214−99.1% | Reduced |
| SBI Securities Co., Ltd. | 84 | $4.12K | 0.00% | −44−34.4% | Reduced |
| Umb Bank N A | 78 | $3.82K | 0.00% | −52−40.0% | Reduced |
| Ameriflex Group, Inc. | 69 | $3.38K | 0.00% | −69−50.0% | Reduced |
| Simplex Trading, LLC | 65 | $3.18K | 0.00% | −228−77.8% | Reduced |
| Trust Co of Vermont | 61 | $2.99K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 58 | $2.84K | 0.00% | +12+26.1% | Added |
| International Assets Investment Management, LLC | 56 | $2.74K | 0.00% | +56 | New |
| Quarry LP | 52 | $2.55K | 0.00% | −92−63.9% | Reduced |
| Root Financial Partners, LLC | 49 | $2.40K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 45 | $2.00K | 0.00% | −2−4.3% | Reduced |
| Rothschild Investment LLC | 38 | $1.86K | 0.00% | −10−20.8% | Reduced |
| MAI Capital Management | 31 | $1.52K | 0.00% | +21+210.0% | Added |
| Sankala Group LLC | 27 | $1.45K | 0.00% | +27 | New |
| Sound Income Strategies, LLC | 23 | $1.24K | 0.00% | +23 | New |
| 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 |
| True Wealth Design, LLC | 17 | $833 | 0.00% | −25−59.5% | Reduced |
| Manchester Capital Management LLC | 16 | $784 | 0.00% | −6,178−99.7% | Reduced |
| Ankerstar Wealth, LLC | 12 | $588 | 0.00% | +12 | New |
| Financial Consulate, Inc | 11 | $539 | 0.00% | +11 | New |
| Creative Financial Designs Inc | 9 | $441 | 0.00% | −2,041−99.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 7 | $343 | 0.00% | −1−12.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 7 | $343 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $294 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $245 | 0.00% | −2−28.6% | Reduced |
| TFC Financial Management | 4 | $196 | 0.00% | +3+300.0% | Added |
| 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 |
| HFM Investment Advisors, LLC | 2 | $98 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $98 | 0.00% | +2 | New |
| Torren Management, LLC | 1 | $56 | 0.00% | +1 | New |
| 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 |
| Bay Harbor Wealth Management, LLC | 1 | $48 | 0.00% | 00.0% | Unchanged |
| 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 |