Skip to main content

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, 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.

Institutional holdersQ1 2026: 313 institutions
Q1 2021: 159 institutionsQ2 2021: 147 institutionsQ3 2021: 157 institutionsQ4 2021: 183 institutionsQ1 2022: 187 institutionsQ2 2022: 184 institutionsQ3 2022: 182 institutionsQ4 2022: 218 institutionsQ1 2023: 216 institutionsQ2 2023: 222 institutionsQ3 2023: 225 institutionsQ4 2023: 230 institutionsQ1 2024: 228 institutionsQ2 2024: 229 institutionsQ3 2024: 252 institutionsQ4 2024: 240 institutionsQ1 2025: 253 institutionsQ2 2025: 263 institutionsQ3 2025: 281 institutionsQ4 2025: 279 institutionsQ1 2026: 313 institutionsQ2 2026: 315 institutions
Value heldQ1 2026: $2.62B
Q1 2021: $1.33BQ2 2021: $1.35BQ3 2021: $1.47BQ4 2021: $1.58BQ1 2022: $1.50BQ2 2022: $1.37BQ3 2022: $1.27BQ4 2022: $2.05BQ1 2023: $1.96BQ2 2023: $1.77BQ3 2023: $1.47BQ4 2023: $1.60BQ1 2024: $1.40BQ2 2024: $1.35BQ3 2024: $1.49BQ4 2024: $1.29BQ1 2025: $1.49BQ2 2025: $1.45BQ3 2025: $1.41BQ4 2025: $1.48BQ1 2026: $2.62BQ2 2026: $2.68B
Institutions holding HTO and their total value by quarter
QuarterHoldersValue
Q2 2026315$2.68B
Q1 2026313$2.62B
Q4 2025279$1.48B
Q3 2025281$1.41B
Q2 2025263$1.45B
Q1 2025253$1.49B
Q4 2024240$1.29B
Q3 2024252$1.49B
Q2 2024229$1.35B
Q1 2024228$1.40B
Q4 2023230$1.60B
Q3 2023225$1.47B
Q2 2023222$1.77B
Q1 2023216$1.96B
Q4 2022218$2.05B
Q3 2022182$1.27B
Q2 2022184$1.37B
Q1 2022187$1.50B
Q4 2021183$1.58B
Q3 2021157$1.47B
Q2 2021147$1.35B
Q1 2021159$1.33B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding H2O America; share changes are against Q4 2025.

Institutions holding HTO in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$590.00%00.0%Unchanged
Curio Wealth, LLC1$590.00%+1New
HFM Investment Advisors, LLC2$1170.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC2$1170.00%+1+100.0%Added
Vermillion Wealth Management, Inc.2$1170.00%+2New
Sofos Investments, Inc.2$1170.00%+2New
Rialto Wealth Management, LLC2$1180.00%+2New
Creative Financial Designs Inc3$1760.00%−6−66.7%Reduced
Abound Wealth Management3$1770.00%00.0%Unchanged
TFC Financial Management4$2350.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co5$2930.00%+5New
Gilpin Wealth Management, LLC5$2940.00%+2+66.7%Added
DiNuzzo Private Wealth, Inc.6$3530.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.7$4100.00%00.0%Unchanged
SJS Investment Consulting Inc.7$4110.00%+4+133.3%Added
Harbour Investments, Inc.8$4690.00%+8New
Sunbelt Securities, Inc.9$5280.00%+7+350.0%Added
Financial Consulate, Inc11$6460.00%00.0%Unchanged
Ankerstar Wealth, LLC12$7040.00%00.0%Unchanged
Manchester Capital Management LLC16$9390.00%00.0%Unchanged
True Wealth Design, LLC17$9980.00%00.0%Unchanged
Covestor Ltd21$1.00K0.00%−24−53.3%Reduced
JFS Wealth Advisors, LLC18$1.06K0.00%−2−10.0%Reduced
Farmers & Merchants Investments Inc20$1.17K0.00%00.0%Unchanged
Sound Income Strategies, LLC23$1.37K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd24$1.41K0.00%+23+2,300.0%Added
Sankala Group LLC27$1.57K0.00%00.0%Unchanged
JPL Wealth Management, LLC27$1.58K0.00%+27New
CVA Family Office, LLC28$1.64K0.00%+28New
Advisory Services Network, LLC35$2.05K0.00%+35New
Fortitude Family Office, LLC40$2.35K0.00%+35+700.0%Added
MAI Capital Management54$3.17K0.00%+23+74.2%Added
Group One Trading, L.P.55$3.23K0.00%+55New
International Assets Investment Management, LLC56$3.27K0.00%00.0%Unchanged
Rothschild Investment LLC56$3.29K0.00%+18+47.4%Added
Root Financial Partners, LLC58$3.40K0.00%+9+18.4%Added
Keating Financial Advisory Services, Inc.71$4.17K0.00%+64+914.3%Added
High Note Wealth, LLC77$4.52K0.00%+77New
SBI Securities Co., Ltd.83$4.87K0.00%−1−1.2%Reduced
Umb Bank N A86$5.05K0.00%+8+10.3%Added
Signaturefd, LLC87$5.10K0.00%+29+50.0%Added
Owl Creek Wealth Partners LLC90$5.28K0.00%+90New
VSM Wealth Advisory, LLC97$5.69K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC111$6.51K0.00%+111New
Massmutual Trust Co FSB129$7.57K0.00%00.0%Unchanged
Bare Financial Services, Inc155$9.09K0.00%+135+675.0%Added
Leonteq Securities AG159$9.36K0.00%−9−5.4%Reduced
Parkside Financial Bank & Trust161$9.45K0.00%+12+8.1%Added
Steward Partners Investment Advisory, LLC184$10.8K0.00%00.0%Unchanged
SHP Wealth Management200$11.7K0.00%+200New
SRS Capital Advisors, Inc.222$13.0K0.00%+131+144.0%Added
Smartleaf Asset Management LLC233$13.7K0.00%+136+140.2%Added
Vega Investment Solutions236$13.8K0.00%00.0%Unchanged
Costello Asset Management, INC259$15.2K0.01%+1+0.4%Added
AdvisorNet Financial, Inc285$16.7K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.297$17.0K0.00%+115+63.2%Added
RWM Asset Management, LLC325$19.1K0.00%+325New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.352$20.7K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.384$22.5K0.00%+384New
Glen Eagle Advisors, LLC406$23.8K0.00%+406New
Pinnacle Wealth Planning Services, Inc.420$24.6K0.00%+36+9.4%Added
Allworth Financial LP443$26.0K0.00%+32+7.8%Added
Quadrant Capital Group LLC468$27.5K0.00%−57−10.9%Reduced
Hantz Financial Services, Inc.475$28.0K0.00%+280+143.6%Added
Jones Financial Companies LLLP489$28.3K0.00%+251+105.5%Added
Salomon & Ludwin, LLC479$28.3K0.00%+279+139.5%Added
Estabrook Capital Management501$29.4K0.00%+292+139.7%Added
Clarity Asset Management, Inc.527$30.9K0.02%−22−4.0%Reduced
Rockefeller Capital Management L.P.618$36.3K0.00%+10+1.6%Added
Parallel Advisors, LLC620$36.4K0.00%+26+4.4%Added
Medallion Wealth Advisors, LLC660$38.7K0.01%00.0%Unchanged
Bessemer Group Inc661$39.0K0.00%+204+44.6%Added
Nisa Investment Advisors, LLC691$40.5K0.00%+89+14.8%Added
Versant Capital Management, Inc803$47.1K0.00%00.0%Unchanged
Farther Finance Advisors, LLC832$48.6K0.00%+19+2.3%Added
Hughes Financial Services, LLC852$50.0K0.01%+1+0.1%Added
Private Trust Co NA858$50.3K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC911$53.4K0.00%+394+76.2%Added
Southern Michigan Bank & Trust1,000$58.7K0.02%+1,000New
Advisor Group Holdings, Inc.1,020$59.9K0.00%+44+4.5%Added
Sterling Capital Management LLC1,105$64.8K0.00%−818−42.5%Reduced
IFP Advisors, Inc1,452$85.2K0.00%+476+48.8%Added
South State Corp.1,635$95.9K0.00%00.0%Unchanged
US Bancorp1,875$110.0K0.00%+947+102.0%Added
Larson Financial Group LLC2,014$118.2K0.00%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,133$125.1K0.00%−15,042−87.6%Reduced
Essential Partners LLC2,197$128.9K0.04%−228−9.4%Reduced
IFM Investors Pty Ltd2,389$140.2K0.00%+2,389New
Ameritas Investment Partners, Inc.2,661$156.1K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado2,872$169.0K0.00%00.0%Unchanged
Ensign Peak Advisors, Inc2,958$173.5K0.00%+200+7.3%Added
GAMMA Investing LLC3,420$200.7K0.01%+956+38.8%Added
CIBC Asset Management Inc3,431$201.3K0.00%+3,431New
Beacon Pointe Advisors, LLC3,443$202.0K0.00%+3,443New
CWM Advisors, LLC3,619$212.3K0.01%−598−14.2%Reduced
Savant Capital, LLC3,703$217.2K0.00%+3,703New
Tower Research Capital LLC (TRC)3,752$220.1K0.01%+1,774+89.7%Added
The PNC Financial Services Group, Inc.3,812$223.7K0.00%+399+11.7%Added
Ballentine Partners, LLC3,882$227.8K0.00%+3,882New
Voleon Capital Management LP3,930$230.6K0.00%−18,264−82.3%Reduced