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 $2.69B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q1 2026
Institutional positions in H2O America as of Mar 31, 2026. 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
- 313
- +40 vs. Q4 2025
- Shares held
- 44.7M
- +17.6M (+64.9%) vs. Q4 2025
- Total value
- $2.62B
- +$1.30B (+97.5%) vs. Q4 2025
- New holders
- 71
- 141 more added
- Sold out
- 31
- 62 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $2.69B |
| Q1 2026 | 313 | $2.62B |
| Q4 2025 | 279 | $1.48B |
| Q3 2025 | 281 | $1.42B |
| Q2 2025 | 263 | $1.46B |
| Q1 2025 | 253 | $1.49B |
| Q4 2024 | 240 | $1.29B |
| Q3 2024 | 252 | $1.49B |
| Q2 2024 | 229 | $1.35B |
| Q1 2024 | 228 | $1.47B |
| Q4 2023 | 230 | $1.64B |
| Q3 2023 | 225 | $1.47B |
| Q2 2023 | 222 | $1.77B |
| Q1 2023 | 216 | $1.96B |
| Q4 2022 | 218 | $2.05B |
| Q3 2022 | 183 | $1.27B |
| Q2 2022 | 184 | $1.37B |
| Q1 2022 | 187 | $1.50B |
| Q4 2021 | 183 | $1.59B |
| Q3 2021 | 157 | $1.47B |
| Q2 2021 | 147 | $1.37B |
| Q1 2021 | 159 | $1.35B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding H2O America; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,417,733 | $376.5M | 0.01% | −237,447−3.6% | Reduced |
| ATLAS Infrastructure Partners (UK) Ltd. | 4,532,084 | $265.9M | 9.36% | +3,948,004+675.9% | Added |
| Antipodes Partners Ltd | 2,249,029 | $132.0M | 2.54% | +1,865,124+485.8% | Added |
| Vanguard Capital Management LLC | 1,687,253 | $99.0M | 0.00% | +1,687,253 | New |
| Wellington Management Group LLP | 1,613,571 | $94.7M | 0.02% | +1,613,571 | New |
| Cohen & Steers, Inc. | 1,607,964 | $94.3M | 0.16% | +1,063,420+195.3% | Added |
| State Street Corp | 1,431,151 | $84.0M | 0.00% | +71,378+5.2% | Added |
| Cerity Partners LLC | 1,309,679 | $76.8M | 0.11% | −136,123−9.4% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,228,747 | $72.1M | 0.99% | +1,228,747 | New |
| Vanguard Portfolio Management LLC | 1,169,078 | $68.6M | 0.00% | +1,169,078 | New |
| Amundi | 1,156,952 | $67.9M | 0.02% | −555,934−32.5% | Reduced |
| Zimmer Partners, LP | 1,001,000 | $58.7M | 1.44% | +957,184+2,184.6% | Added |
| Victory Capital Management Inc | 911,895 | $53.5M | 0.03% | +443,553+94.7% | Added |
| Geode Capital Management, LLC | 897,076 | $52.6M | 0.00% | +65,264+7.8% | Added |
| Yaupon Capital Management LP | 895,435 | $52.5M | 2.59% | +795,551+796.5% | Added |
| Morgan Stanley | 781,201 | $45.8M | 0.00% | −586,979−42.9% | Reduced |
| Dimensional Fund Advisors LP | 705,345 | $41.4M | 0.01% | +46,410+7.0% | Added |
| Invesco Ltd. | 700,595 | $41.1M | 0.00% | +54,036+8.4% | Added |
| KBC Group NV | 593,161 | $34.8M | 0.09% | +175,270+41.9% | Added |
| Schroder Investment Management Group | 586,940 | $34.6M | 0.03% | +420,702+253.1% | Added |
| Legal & General Group Plc | 543,482 | $31.9M | 0.01% | −25,340−4.5% | Reduced |
| First Trust Advisors LP | 531,987 | $31.2M | 0.02% | +29,594+5.9% | Added |
| Resolution Capital Ltd | 482,460 | $28.3M | 0.60% | +248,005+105.8% | Added |
| Charles Schwab Investment Management Inc | 482,170 | $28.3M | 0.00% | +48,413+11.2% | Added |
| Citadel Advisors LLC | 416,111 | $24.4M | 0.02% | +350,034+529.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 409,650 | $24.0M | 0.08% | +409,650 | New |
| Nuance Investments, LLC | 391,646 | $23.0M | 3.20% | −515,078−56.8% | Reduced |
| Northern Trust Corp | 373,310 | $21.9M | 0.00% | +30,352+8.9% | Added |
| Point72 Asset Management, L.P. | 371,129 | $21.8M | 0.04% | +371,129 | New |
| Millennium Management LLC | 343,789 | $20.2M | 0.02% | +338,997+7,074.2% | Added |
| Goldman Sachs Group Inc | 342,043 | $20.1M | 0.00% | −140,492−29.1% | Reduced |
| Bank of America Corp | 264,887 | $15.5M | 0.00% | +149,168+128.9% | Added |
| Two Sigma Investments, LP | 250,332 | $14.7M | 0.01% | +53,421+27.1% | Added |
| Ausbil Investment Management Ltd | 244,282 | $14.3M | 7.10% | +191,163+359.9% | Added |
| Vanguard Fiduciary Trust Co | 240,956 | $14.1M | 0.00% | +240,956 | New |
| Nuveen, LLC | 232,092 | $13.6M | 0.00% | +49,305+27.0% | Added |
| BW Gestao de Investimentos Ltda. | 220,941 | $13.0M | 0.58% | +139,739+172.1% | Added |
| Mirova | 195,246 | $11.5M | 0.47% | +195,246 | New |
| Bank of New York Mellon Corp | 190,189 | $11.2M | 0.00% | +7,083+3.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 182,853 | $10.7M | 0.03% | −71,970−28.2% | Reduced |
| Principal Financial Group Inc | 181,412 | $10.6M | 0.01% | +22,711+14.3% | Added |
| AQR Capital Management LLC | 171,652 | $10.1M | 0.00% | +16,981+11.0% | Added |
| Vennlight Capital Management, LP | 162,217 | $9.52M | 9.62% | +162,217 | New |
| Renaissance Technologies LLC | 157,900 | $9.26M | 0.01% | +73,900+88.0% | Added |
| UBS Group AG | 149,943 | $8.80M | 0.00% | +37,556+33.4% | Added |
| Gabelli Funds LLC | 149,647 | $8.78M | 0.06% | +1,992+1.3% | Added |
| Rokos Capital Management LLP | 135,116 | $7.93M | 0.14% | +135,116 | New |
| Public Sector Pension Investment Board | 133,676 | $7.84M | 0.02% | +18,408+16.0% | Added |
| UBS Asset Management Americas Inc | 131,696 | $7.73M | 0.00% | −5,180−3.8% | Reduced |
| Franklin Resources Inc | 118,879 | $6.97M | 0.00% | +78,230+192.5% | Added |
| SEI Investments Co | 115,943 | $6.80M | 0.01% | +42,346+57.5% | Added |
| ProShare Advisors LLC | 115,855 | $6.80M | 0.01% | −18,717−13.9% | Reduced |
| HRT Financial LP | 113,152 | $6.64M | 0.02% | +82,999+275.3% | Added |
| State of Wisconsin Investment Board | 112,568 | $6.60M | 0.02% | +95,241+549.7% | Added |
| Mutual of America Capital Management LLC | 112,555 | $6.60M | 0.08% | −286−0.3% | Reduced |
| Duff & Phelps Investment Management Co | 111,795 | $6.56M | 0.07% | +111,795 | New |
| Rhumbline Advisers | 110,646 | $6.49M | 0.01% | +9,445+9.3% | Added |
| Russell Investments Group, Ltd. | 105,961 | $6.22M | 0.01% | +42,540+67.1% | Added |
| Squarepoint Ops LLC | 105,642 | $6.20M | 0.01% | +105,642 | New |
| Jane Street Group, LLC | 103,942 | $6.10M | 0.01% | +74,916+258.1% | Added |
| Jennison Associates LLC | 101,146 | $5.93M | 0.00% | +83,911+486.9% | Added |
| Reaves W H & Co Inc | 100,000 | $5.87M | 0.10% | +100,000 | New |
| Ghisallo Capital Management LLC | 100,000 | $5.87M | 0.16% | +100,000 | New |
| Prospera Financial Services Inc | 90,012 | $5.28M | 0.09% | +2,136+2.4% | Added |
| Ameriprise Financial Inc | 89,831 | $5.27M | 0.00% | −11,385−11.2% | Reduced |
| CIBC Bancorp USA Inc. | 89,329 | $5.24M | 0.01% | +89,329 | New |
| Boston Trust Walden Corp | 82,722 | $4.85M | 0.04% | +82,722 | New |
| First Manhattan Co | 77,449 | $4.54M | 0.01% | −8,312−9.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 76,114 | $4.47M | 0.04% | +76,114 | New |
| Swiss Life Asset Management Ltd | 75,670 | $4.44M | 0.02% | +23,109+44.0% | Added |
| Swiss National Bank | 72,800 | $4.27M | 0.00% | +6,600+10.0% | Added |
| Kempen Capital Management N.V. | 72,314 | $4.24M | 0.04% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 66,198 | $3.88M | 0.06% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 61,630 | $3.62M | 0.04% | 00.0% | Unchanged |
| Deutsche Bank AG | 60,176 | $3.53M | 0.00% | +4,499+8.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 60,104 | $3.53M | 0.02% | −2,451−3.9% | Reduced |
| New Age Alpha Advisors, LLC | 59,457 | $3.49M | 0.16% | −2,194−3.6% | Reduced |
| Great West Life Assurance Co | 58,613 | $3.45M | 0.01% | +4,744+8.8% | Added |
| Occudo Quantitative Strategies LP | 61,361 | $3.45M | 0.19% | +61,361 | New |
| Keynote Financial Services LLC | 55,044 | $3.23M | 1.72% | −1,174−2.1% | Reduced |
| Thrivent Financial for Lutherans | 52,580 | $3.08M | 0.01% | +29,699+129.8% | Added |
| E. Ohman J:or Asset Management AB | 51,187 | $3.01M | 0.08% | +4,157+8.8% | Added |
| BNP Paribas Arbitrage, SA | 49,866 | $2.93M | 0.00% | +25,560+105.2% | Added |
| Mariner, LLC | 47,989 | $2.82M | 0.00% | +1,124+2.4% | Added |
| Quantbot Technologies LP | 46,755 | $2.74M | 0.11% | +46,755 | New |
| Clean Yield Group | 46,418 | $2.72M | 0.77% | +3,712+8.7% | Added |
| North Star Investment Management Corp. | 44,800 | $2.63M | 0.16% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 41,960 | $2.46M | 0.00% | +21,558+105.7% | Added |
| Exchange Traded Concepts, LLC | 41,909 | $2.46M | 0.02% | −3,189−7.1% | Reduced |
| Lazard Asset Management LLC | 40,630 | $2.38M | 0.00% | +40,630 | New |
| Price T Rowe Associates Inc | 40,189 | $2.36M | 0.00% | +5,705+16.5% | Added |
| D. E. Shaw & Co., Inc. | 39,175 | $2.30M | 0.00% | +39,175 | New |
| Maryland State Retirement & Pension System | 38,600 | $2.26M | 0.05% | +2,835+7.9% | Added |
| Prudential Financial Inc | 37,733 | $2.21M | 0.00% | +6,570+21.1% | Added |
| Brevan Howard Capital Management LP | 36,915 | $2.17M | 0.02% | +25,680+228.6% | Added |
| Balyasny Asset Management LLC | 36,794 | $2.16M | 0.00% | +17,883+94.6% | Added |
| Federated Hermes, Inc. | 35,783 | $2.10M | 0.00% | +1,529+4.5% | Added |
| JPMorgan Chase & Co | 35,284 | $2.08M | 0.00% | −10,432−22.8% | Reduced |
| South Dakota Investment Council | 33,900 | $1.99M | 0.04% | +33,900 | New |
| Alliancebernstein L.P. | 39,701 | $1.94M | 0.00% | 00.0% | Unchanged |