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 |
|---|---|---|---|---|---|
| Vanguard Investments Australia, Ltd. | 25,691 | $1.51M | 0.00% | +25,691 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 26,303 | $1.54M | 0.00% | +2,426+10.2% | Added |
| Storebrand Asset Management AS | 26,975 | $1.58M | 0.00% | −2,233−7.6% | Reduced |
| Ethic Inc. | 27,033 | $1.59M | 0.02% | +5,216+23.9% | Added |
| Raymond James Financial Inc | 27,625 | $1.62M | 0.00% | −3,336−10.8% | Reduced |
| Clear Harbor Asset Management, LLC | 27,941 | $1.64M | 0.11% | −385−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 27,953 | $1.64M | 0.00% | +2,471+9.7% | Added |
| Magellan Asset Management Ltd | 29,063 | $1.71M | 0.02% | +7,214+33.0% | Added |
| Vanguard Asset Management, Ltd | 29,564 | $1.73M | 0.00% | +29,564 | New |
| Ieq Capital, LLC | 30,010 | $1.76M | 0.01% | +4,555+17.9% | Added |
| SG Americas Securities, LLC | 30,689 | $1.80M | 0.00% | +2,624+9.3% | Added |
| California State Teachers Retirement System | 30,787 | $1.81M | 0.00% | −249−0.8% | Reduced |
| Wells Fargo & Company | 32,540 | $1.91M | 0.00% | −64,363−66.4% | Reduced |
| Alliancebernstein L.P. | 39,701 | $1.94M | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 33,900 | $1.99M | 0.04% | +33,900 | New |
| JPMorgan Chase & Co | 35,284 | $2.08M | 0.00% | −10,432−22.8% | Reduced |
| Federated Hermes, Inc. | 35,783 | $2.10M | 0.00% | +1,529+4.5% | Added |
| Balyasny Asset Management LLC | 36,794 | $2.16M | 0.00% | +17,883+94.6% | Added |
| Brevan Howard Capital Management LP | 36,915 | $2.17M | 0.02% | +25,680+228.6% | Added |
| Prudential Financial Inc | 37,733 | $2.21M | 0.00% | +6,570+21.1% | Added |
| Maryland State Retirement & Pension System | 38,600 | $2.26M | 0.05% | +2,835+7.9% | Added |
| D. E. Shaw & Co., Inc. | 39,175 | $2.30M | 0.00% | +39,175 | New |
| Price T Rowe Associates Inc | 40,189 | $2.36M | 0.00% | +5,705+16.5% | Added |
| Lazard Asset Management LLC | 40,630 | $2.38M | 0.00% | +40,630 | New |
| Exchange Traded Concepts, LLC | 41,909 | $2.46M | 0.02% | −3,189−7.1% | Reduced |
| Quantinno Capital Management LP | 41,960 | $2.46M | 0.00% | +21,558+105.7% | Added |
| North Star Investment Management Corp. | 44,800 | $2.63M | 0.16% | 00.0% | Unchanged |
| Clean Yield Group | 46,418 | $2.72M | 0.77% | +3,712+8.7% | Added |
| Quantbot Technologies LP | 46,755 | $2.74M | 0.11% | +46,755 | New |
| Mariner, LLC | 47,989 | $2.82M | 0.00% | +1,124+2.4% | Added |
| BNP Paribas Arbitrage, SA | 49,866 | $2.93M | 0.00% | +25,560+105.2% | Added |
| E. Ohman J:or Asset Management AB | 51,187 | $3.01M | 0.08% | +4,157+8.8% | Added |
| Thrivent Financial for Lutherans | 52,580 | $3.08M | 0.01% | +29,699+129.8% | Added |
| Keynote Financial Services LLC | 55,044 | $3.23M | 1.72% | −1,174−2.1% | Reduced |
| Occudo Quantitative Strategies LP | 61,361 | $3.45M | 0.19% | +61,361 | New |
| Great West Life Assurance Co | 58,613 | $3.45M | 0.01% | +4,744+8.8% | Added |
| New Age Alpha Advisors, LLC | 59,457 | $3.49M | 0.16% | −2,194−3.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 60,104 | $3.53M | 0.02% | −2,451−3.9% | Reduced |
| Deutsche Bank AG | 60,176 | $3.53M | 0.00% | +4,499+8.1% | Added |
| Gamco Investors, Inc. Et Al | 61,630 | $3.62M | 0.04% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 66,198 | $3.88M | 0.06% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 72,314 | $4.24M | 0.04% | 00.0% | Unchanged |
| Swiss National Bank | 72,800 | $4.27M | 0.00% | +6,600+10.0% | Added |
| Swiss Life Asset Management Ltd | 75,670 | $4.44M | 0.02% | +23,109+44.0% | Added |
| Schonfeld Strategic Advisors LLC | 76,114 | $4.47M | 0.04% | +76,114 | New |
| First Manhattan Co | 77,449 | $4.54M | 0.01% | −8,312−9.7% | Reduced |
| Boston Trust Walden Corp | 82,722 | $4.85M | 0.04% | +82,722 | New |
| CIBC Bancorp USA Inc. | 89,329 | $5.24M | 0.01% | +89,329 | New |
| Ameriprise Financial Inc | 89,831 | $5.27M | 0.00% | −11,385−11.2% | Reduced |
| Prospera Financial Services Inc | 90,012 | $5.28M | 0.09% | +2,136+2.4% | 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 |
| Jennison Associates LLC | 101,146 | $5.93M | 0.00% | +83,911+486.9% | Added |
| Jane Street Group, LLC | 103,942 | $6.10M | 0.01% | +74,916+258.1% | Added |
| Squarepoint Ops LLC | 105,642 | $6.20M | 0.01% | +105,642 | New |
| Russell Investments Group, Ltd. | 105,961 | $6.22M | 0.01% | +42,540+67.1% | Added |
| Rhumbline Advisers | 110,646 | $6.49M | 0.01% | +9,445+9.3% | Added |
| Duff & Phelps Investment Management Co | 111,795 | $6.56M | 0.07% | +111,795 | New |
| Mutual of America Capital Management LLC | 112,555 | $6.60M | 0.08% | −286−0.3% | Reduced |
| State of Wisconsin Investment Board | 112,568 | $6.60M | 0.02% | +95,241+549.7% | Added |
| HRT Financial LP | 113,152 | $6.64M | 0.02% | +82,999+275.3% | Added |
| ProShare Advisors LLC | 115,855 | $6.80M | 0.01% | −18,717−13.9% | Reduced |
| SEI Investments Co | 115,943 | $6.80M | 0.01% | +42,346+57.5% | Added |
| Franklin Resources Inc | 118,879 | $6.97M | 0.00% | +78,230+192.5% | Added |
| UBS Asset Management Americas Inc | 131,696 | $7.73M | 0.00% | −5,180−3.8% | Reduced |
| Public Sector Pension Investment Board | 133,676 | $7.84M | 0.02% | +18,408+16.0% | Added |
| Rokos Capital Management LLP | 135,116 | $7.93M | 0.14% | +135,116 | New |
| Gabelli Funds LLC | 149,647 | $8.78M | 0.06% | +1,992+1.3% | Added |
| UBS Group AG | 149,943 | $8.80M | 0.00% | +37,556+33.4% | Added |
| Renaissance Technologies LLC | 157,900 | $9.26M | 0.01% | +73,900+88.0% | Added |
| Vennlight Capital Management, LP | 162,217 | $9.52M | 9.62% | +162,217 | New |
| AQR Capital Management LLC | 171,652 | $10.1M | 0.00% | +16,981+11.0% | Added |
| Principal Financial Group Inc | 181,412 | $10.6M | 0.01% | +22,711+14.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 182,853 | $10.7M | 0.03% | −71,970−28.2% | Reduced |
| Bank of New York Mellon Corp | 190,189 | $11.2M | 0.00% | +7,083+3.9% | Added |
| Mirova | 195,246 | $11.5M | 0.47% | +195,246 | New |
| BW Gestao de Investimentos Ltda. | 220,941 | $13.0M | 0.58% | +139,739+172.1% | Added |
| Nuveen, LLC | 232,092 | $13.6M | 0.00% | +49,305+27.0% | Added |
| Vanguard Fiduciary Trust Co | 240,956 | $14.1M | 0.00% | +240,956 | New |
| Ausbil Investment Management Ltd | 244,282 | $14.3M | 7.10% | +191,163+359.9% | Added |
| Two Sigma Investments, LP | 250,332 | $14.7M | 0.01% | +53,421+27.1% | Added |
| Bank of America Corp | 264,887 | $15.5M | 0.00% | +149,168+128.9% | Added |
| Goldman Sachs Group Inc | 342,043 | $20.1M | 0.00% | −140,492−29.1% | Reduced |
| Millennium Management LLC | 343,789 | $20.2M | 0.02% | +338,997+7,074.2% | Added |
| Point72 Asset Management, L.P. | 371,129 | $21.8M | 0.04% | +371,129 | New |
| Northern Trust Corp | 373,310 | $21.9M | 0.00% | +30,352+8.9% | Added |
| Nuance Investments, LLC | 391,646 | $23.0M | 3.20% | −515,078−56.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 409,650 | $24.0M | 0.08% | +409,650 | New |
| Citadel Advisors LLC | 416,111 | $24.4M | 0.02% | +350,034+529.7% | Added |
| Charles Schwab Investment Management Inc | 482,170 | $28.3M | 0.00% | +48,413+11.2% | Added |
| Resolution Capital Ltd | 482,460 | $28.3M | 0.60% | +248,005+105.8% | Added |
| First Trust Advisors LP | 531,987 | $31.2M | 0.02% | +29,594+5.9% | Added |
| Legal & General Group Plc | 543,482 | $31.9M | 0.01% | −25,340−4.5% | Reduced |
| Schroder Investment Management Group | 586,940 | $34.6M | 0.03% | +420,702+253.1% | Added |
| KBC Group NV | 593,161 | $34.8M | 0.09% | +175,270+41.9% | Added |
| Invesco Ltd. | 700,595 | $41.1M | 0.00% | +54,036+8.4% | Added |
| Dimensional Fund Advisors LP | 705,345 | $41.4M | 0.01% | +46,410+7.0% | Added |
| Morgan Stanley | 781,201 | $45.8M | 0.00% | −586,979−42.9% | Reduced |
| Yaupon Capital Management LP | 895,435 | $52.5M | 2.59% | +795,551+796.5% | Added |
| Geode Capital Management, LLC | 897,076 | $52.6M | 0.00% | +65,264+7.8% | Added |