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.
| 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, 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 |
|---|---|---|---|---|---|
| Keybank National Association | 3,999 | $234.6K | 0.00% | +3,999 | New |
| Colony Group, LLC | 4,119 | $237.3K | 0.00% | +4,119 | New |
| Brighton Jones LLC | 4,074 | $239.0K | 0.01% | +4,074 | New |
| Syon Capital LLC | 4,188 | $245.7K | 0.01% | +59+1.4% | Added |
| Xponance, Inc. | 4,204 | $246.6K | 0.00% | +4,204 | New |
| ELCO Management Co., LLC | 4,472 | $262.4K | 0.13% | −1,121−20.0% | Reduced |
| Mirabella Financial Services LLP | 4,645 | $272.5K | 0.03% | +4,645 | New |
| Bridgefront Capital, LLC | 4,981 | $292.2K | 0.07% | +4,981 | New |
| Sciencast Management LP | 5,189 | $304.4K | 0.04% | +5,189 | New |
| Ellevest, Inc. | 5,239 | $307.4K | 0.04% | +649+14.1% | Added |
| Public Employees Retirement System of Ohio | 5,287 | $310.2K | 0.00% | +19+0.4% | Added |
| Graham Capital Management, L.P. | 5,418 | $317.9K | 0.01% | +5,418 | New |
| ISAM Funds (UK) Ltd | 5,587 | $327.8K | 0.16% | +5,587 | New |
| ExodusPoint Capital Management, LP | 6,054 | $355.2K | 0.00% | +6,054 | New |
| nVerses Capital, LLC | 6,087 | $357.1K | 0.32% | +6,087 | New |
| Robeco Schweiz AG | 6,127 | $359.5K | 0.01% | +6,127 | New |
| Advisor OS, LLC | 6,176 | $362.4K | 0.03% | +6,176 | New |
| Loudon Investment Management, LLC | 6,230 | $365.5K | 0.20% | +780+14.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,797 | $398.8K | 0.00% | +1,704+33.5% | Added |
| Jump Financial, LLC | 6,800 | $399.0K | 0.01% | −2,587−27.6% | Reduced |
| Axq Capital, LP | 6,844 | $401.5K | 0.05% | +6,844 | New |
| EP Wealth Advisors, LLC | 7,213 | $423.2K | 0.00% | +314+4.6% | Added |
| Hudson Bay Capital Management LP | 7,280 | $427.1K | 0.00% | +7,280 | New |
| HighTower Advisors, LLC | 7,439 | $436.5K | 0.00% | +954+14.7% | Added |
| Inspire Advisors, LLC | 7,488 | $439.3K | 0.04% | −4,317−36.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,491 | $439.5K | 0.02% | −761−9.2% | Reduced |
| Pictet Asset Management Holding SA | 7,654 | $449.1K | 0.00% | +1,016+15.3% | Added |
| Mercer Global Advisors Inc | 7,683 | $450.8K | 0.00% | +732+10.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,755 | $455.0K | 0.00% | +1,487+23.7% | Added |
| Perigon Wealth Management, LLC | 7,789 | $457.0K | 0.01% | +46+0.6% | Added |
| Royal Bank of Canada | 7,890 | $464.0K | 0.00% | +2,905+58.3% | Added |
| Intech Investment Management LLC | 7,950 | $466.4K | 0.00% | −6,165−43.7% | Reduced |
| First Citizens Bank & Trust Co | 8,017 | $470.4K | 0.01% | +1,808+29.1% | Added |
| Teachers Retirement System of the State of Kentucky | 8,041 | $472.0K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,100 | $475.2K | 0.00% | −15−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 8,211 | $481.7K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 8,345 | $489.6K | 0.00% | −1,486−15.1% | Reduced |
| State of Tennessee, Treasury Department | 8,380 | $491.7K | 0.00% | −12,590−60.0% | Reduced |
| Oregon Public Employees Retirement Fund | 8,570 | $502.8K | 0.01% | +960+12.6% | Added |
| Allspring Global Investments Holdings, LLC | 8,624 | $504.0K | 0.00% | +869+11.2% | Added |
| Liberty Wealth Management LLC | 8,618 | $505.6K | 0.06% | 00.0% | Unchanged |
| FMR LLC | 8,667 | $508.5K | 0.00% | −11,977−58.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,863 | $520.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 8,974 | $526.5K | 0.00% | +2,721+43.5% | Added |
| CWM, LLC | 9,043 | $530.6K | 0.00% | +912+11.2% | Added |
| D.A. Davidson & Co. | 9,221 | $541.0K | 0.00% | +900+10.8% | Added |
| Citigroup Inc | 9,232 | $541.6K | 0.00% | −1,286−12.2% | Reduced |
| Mackenzie Financial Corp | 9,364 | $549.4K | 0.00% | −857−8.4% | Reduced |
| Fifth Third Bancorp | 9,633 | $565.1K | 0.00% | +9,383+3,753.2% | Added |
| Yousif Capital Management, LLC | 9,971 | $585.0K | 0.01% | +1,053+11.8% | Added |
| Handelsbanken Fonder AB | 9,965 | $585.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,093 | $592.2K | 0.00% | +692+7.4% | Added |
| LPL Financial LLC | 10,281 | $603.2K | 0.00% | +3,835+59.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,199 | $603.6K | 0.00% | +1,506+17.3% | Added |
| Ridgewood Investments LLC | 10,323 | $605.6K | 0.25% | +10,323 | New |
| Creative Planning | 10,397 | $610.0K | 0.00% | +663+6.8% | Added |
| Amalgamated Bank | 10,627 | $623.0K | 0.00% | +959+9.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,006 | $645.7K | 0.00% | +4,056+58.4% | Added |
| New York State Common Retirement Fund | 11,369 | $667.0K | 0.00% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 11,458 | $672.2K | 0.01% | +4,116+56.1% | Added |
| Macquarie Group Ltd | 12,138 | $712.1K | 0.00% | −6,231−33.9% | Reduced |
| Abel Hall, LLC | 12,154 | $713.1K | 0.15% | +1,945+19.1% | Added |
| Cetera Investment Advisers | 12,199 | $715.7K | 0.00% | +6,813+126.5% | Added |
| Bank of Montreal | 13,229 | $776.1K | 0.00% | +1,693+14.7% | Added |
| Stifel Financial Corp | 13,323 | $781.7K | 0.00% | −4,788−26.4% | Reduced |
| Van Eck Associates Corp | 13,330 | $782.0K | 0.00% | +564+4.4% | Added |
| Virtue Capital Management, LLC | 13,528 | $796.9K | 0.12% | +13,528 | New |
| Abacus Wealth Partners, LLC | 13,799 | $809.6K | 0.07% | +3,159+29.7% | Added |
| Rubicon Advisors, GP | 14,194 | $832.8K | 0.73% | 00.0% | Unchanged |
| Martingale Asset Management L P | 14,318 | $840.0K | 0.02% | −5,693−28.4% | Reduced |
| Covalis Capital LLP | 15,000 | $880.0K | 0.05% | +15,000 | New |
| Seven Grand Managers, LLC | 15,000 | $880.0K | 0.06% | +15,000 | New |
| Quadrature Capital Ltd | 15,023 | $881.4K | 0.01% | +15,023 | New |
| Vanguard Global Advisers, LLC | 15,089 | $885.3K | 0.00% | +15,089 | New |
| Skopos Labs, Inc. | 15,103 | $886.0K | 0.03% | −2,569−14.5% | Reduced |
| Manufacturers Life Insurance Company, The | 15,251 | $894.8K | 0.00% | −399−2.5% | Reduced |
| CI Private Wealth, LLC | 15,460 | $907.0K | 0.00% | +15,460 | New |
| KLP Kapitalforvaltning AS | 15,800 | $927.0K | 0.00% | +1,600+11.3% | Added |
| Janus Henderson Group PLC | 15,947 | $935.7K | 0.00% | +1,000+6.7% | Added |
| Illinois Municipal Retirement Fund | 16,009 | $939.2K | 0.01% | −1,003−5.9% | Reduced |
| Atria Investments LLC | 16,483 | $967.1K | 0.01% | −497−2.9% | Reduced |
| Louisiana State Employees Retirement System | 16,600 | $973.9K | 0.02% | +1,300+8.5% | Added |
| Davy Global Fund Management Ltd | 18,369 | $1.08M | 0.08% | −2,618−12.5% | Reduced |
| MetLife Investment Management | 18,515 | $1.09M | 0.01% | +184+1.0% | Added |
| CenterBook Partners LP | 19,373 | $1.14M | 0.06% | −9,603−33.1% | Reduced |
| Susquehanna International Group, LLP | 19,421 | $1.14M | 0.00% | +5,527+39.8% | Added |
| State of Alaska, Department of Revenue | 19,476 | $1.14M | 0.01% | +1,487+8.3% | Added |
| New York State Teachers Retirement System | 19,840 | $1.16M | 0.00% | −1,267−6.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 20,133 | $1.18M | 0.00% | +20,133 | New |
| Everstar Asset Management, LLC | 20,365 | $1.19M | 0.64% | +11,865+139.6% | Added |
| Guggenheim Capital LLC | 20,750 | $1.22M | 0.01% | +1,337+6.9% | Added |
| Voloridge Investment Management, LLC | 21,034 | $1.23M | 0.00% | −55,788−72.6% | Reduced |
| Voya Investment Management LLC | 21,214 | $1.24M | 0.00% | −147−0.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 21,668 | $1.27M | 0.01% | −61−0.3% | Reduced |
| Rodgers Brothers Inc. | 22,100 | $1.30M | 0.15% | −1,150−4.9% | Reduced |
| Vontobel Holding Ltd. | 22,201 | $1.30M | 0.00% | +2,755+14.2% | Added |
| CoreCommodity Management, LLC | 22,751 | $1.33M | 0.25% | +5,793+34.2% | Added |
| Baird Financial Group, Inc. | 24,322 | $1.43M | 0.00% | +24,322 | New |
| Barclays PLC | 24,590 | $1.44M | 0.00% | −45,975−65.2% | Reduced |
| Chatham Capital Group, Inc. | 24,864 | $1.46M | 0.21% | −2,221−8.2% | Reduced |