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Livermore
Livermore
ZHEN

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.

Q1 2026 vs. Q4 2025

How the institutions holding H2O America changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of HTO: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2796313+40
Shares30.1M3.01M44.7M+17.6M (+64.9%)
Value$1.48B$147.4M$2.62B+$1.30B (+97.5%)

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (71)

Institutions that held H2O America at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to HTO in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC1,687,253$99.0M0.00%
Wellington Management Group LLP1,613,571$94.7M0.02%
Soros Fund Management LLCSuperinvestorSoros Fund Management1,228,747$72.1M0.99%
Vanguard Portfolio Management LLC1,169,078$68.6M0.00%
Barrow Hanley Mewhinney & Strauss LLC409,650$24.0M0.08%
Point72 Asset Management, L.P.371,129$21.8M0.04%
Vanguard Fiduciary Trust Co240,956$14.1M0.00%
Mirova195,246$11.5M0.47%
Vennlight Capital Management, LP162,217$9.52M9.62%
Rokos Capital Management LLP135,116$7.93M0.14%
Duff & Phelps Investment Management Co111,795$6.56M0.07%
Squarepoint Ops LLC105,642$6.20M0.01%
Reaves W H & Co Inc100,000$5.87M0.10%
Ghisallo Capital Management LLC100,000$5.87M0.16%
CIBC Bancorp USA Inc.89,329$5.24M0.01%
Boston Trust Walden Corp82,722$4.85M0.04%
Schonfeld Strategic Advisors LLC76,114$4.47M0.04%
Occudo Quantitative Strategies LP61,361$3.45M0.19%
Quantbot Technologies LP46,755$2.74M0.11%
Lazard Asset Management LLC40,630$2.38M0.00%
D. E. Shaw & Co., Inc.39,175$2.30M0.00%
South Dakota Investment Council33,900$1.99M0.04%
Vanguard Asset Management, Ltd29,564$1.73M0.00%
Vanguard Investments Australia, Ltd.25,691$1.51M0.00%
Baird Financial Group, Inc.24,322$1.43M0.00%
Robeco Institutional Asset Management B.V.20,133$1.18M0.00%
CI Private Wealth, LLC15,460$907.0K0.00%
Vanguard Global Advisers, LLC15,089$885.3K0.00%
Quadrature Capital Ltd15,023$881.4K0.01%
Covalis Capital LLP15,000$880.0K0.05%
Seven Grand Managers, LLC15,000$880.0K0.06%
Virtue Capital Management, LLC13,528$796.9K0.12%
Ridgewood Investments LLC10,323$605.6K0.25%
Hudson Bay Capital Management LP7,280$427.1K0.00%
Axq Capital, LP6,844$401.5K0.05%
Advisor OS, LLC6,176$362.4K0.03%
Robeco Schweiz AG6,127$359.5K0.01%
nVerses Capital, LLC6,087$357.1K0.32%
ExodusPoint Capital Management, LP6,054$355.2K0.00%
ISAM Funds (UK) Ltd5,587$327.8K0.16%
Graham Capital Management, L.P.5,418$317.9K0.01%
Sciencast Management LP5,189$304.4K0.04%
Bridgefront Capital, LLC4,981$292.2K0.07%
Mirabella Financial Services LLP4,645$272.5K0.03%
Xponance, Inc.4,204$246.6K0.00%
Brighton Jones LLC4,074$239.0K0.01%
Colony Group, LLC4,119$237.3K0.00%
Keybank National Association3,999$234.6K0.00%
Ballentine Partners, LLC3,882$227.8K0.00%
Savant Capital, LLC3,703$217.2K0.00%
Beacon Pointe Advisors, LLC3,443$202.0K0.00%
CIBC Asset Management Inc3,431$201.3K0.00%
IFM Investors Pty Ltd2,389$140.2K0.00%
Southern Michigan Bank & Trust1,000$58.7K0.02%
Glen Eagle Advisors, LLC406$23.8K0.00%
Kemnay Advisory Services Inc.384$22.5K0.00%
RWM Asset Management, LLC325$19.1K0.00%
SHP Wealth Management200$11.7K0.00%
Twin Peaks Wealth Advisors, LLC111$6.51K0.00%
Owl Creek Wealth Partners LLC90$5.28K0.00%
High Note Wealth, LLC77$4.52K0.00%
Group One Trading, L.P.55$3.23K0.00%
Advisory Services Network, LLC35$2.05K0.00%
CVA Family Office, LLC28$1.64K0.00%
JPL Wealth Management, LLC27$1.58K0.00%
Harbour Investments, Inc.8$4690.00%
Northwestern Mutual Wealth Management Co5$2930.00%
Rialto Wealth Management, LLC2$1180.00%
Vermillion Wealth Management, Inc.2$1170.00%
Sofos Investments, Inc.2$1170.00%
Curio Wealth, LLC1$590.00%

Sold out (31)

Institutions that held H2O America at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of HTO in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Assenagon Asset Management S.A.276,841$13.6M
Capula Management Ltd53,476$2.62M
Man Group plc50,251$2.46M
Algert Global LLC48,251$2.36M
Jackson Creek Investment Advisors LLC37,863$1.85M
American Century Companies Inc36,799$1.80M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.32,849$1.61M
Connor, Clark & Lunn Investment Management Ltd.23,708$1.16M
Atom Investors LP23,425$1.15M
XTX Topco Ltd11,547$565.7K
Canvas Wealth Advisors, LLC10,729$525.6K
Canada Pension Plan Investment Board10,200$499.7K
Clear Creek Financial Management, LLC9,782$479.2K
Los Angeles Capital Management LLC9,610$443.4K
Skandinaviska Enskilda Banken AB (publ)8,941$438.0K
State of Wyoming8,646$423.6K
Engineers Gate Manager LP8,232$403.3K
EntryPoint Capital, LLC8,021$392.9K
Private Advisor Group, LLC7,310$358.1K
FourThought Financial Partners, LLC6,769$331.6K
Quest Partners LLC5,354$262.3K
Aigen Investment Management, LP4,900$240.1K
Kestra Advisory Services, LLC2,526$123.7K
Meeder Asset Management Inc2,101$102.9K
Meramec Financial Planners, LLC107$5.60K
Danske Bank A/S100$4.90K
Ameriflex Group, Inc.69$3.38K
Simplex Trading, LLC65$3.18K
Quarry LP52$2.55K
Clearstead Advisors, LLC3$147
Torren Management, LLC1$56

Not filed for Q1 2026 yet (6)

Institutions that held H2O America at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HTO in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc2,731,868$133.8M
CIBC Private Wealth Group, LLC183,639$9.00M
Brandywine Global Investment Management, LLC81,927$4.01M
Comerica Bank8,867$434.4K
Global Retirement Partners, LLC1,687$82.6K
Trust Co of Vermont61$2.99K