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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 911,895 | $53.5M | 0.03% | +443,553+94.7% | Added |
| Zimmer Partners, LP | 1,001,000 | $58.7M | 1.44% | +957,184+2,184.6% | Added |
| Amundi | 1,156,952 | $67.9M | 0.02% | −555,934−32.5% | Reduced |
| Vanguard Portfolio Management LLC | 1,169,078 | $68.6M | 0.00% | +1,169,078 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,228,747 | $72.1M | 0.99% | +1,228,747 | New |
| Cerity Partners LLC | 1,309,679 | $76.8M | 0.11% | −136,123−9.4% | Reduced |
| State Street Corp | 1,431,151 | $84.0M | 0.00% | +71,378+5.2% | Added |
| Cohen & Steers, Inc. | 1,607,964 | $94.3M | 0.16% | +1,063,420+195.3% | Added |
| Wellington Management Group LLP | 1,613,571 | $94.7M | 0.02% | +1,613,571 | New |
| Vanguard Capital Management LLC | 1,687,253 | $99.0M | 0.00% | +1,687,253 | New |
| Antipodes Partners Ltd | 2,249,029 | $132.0M | 2.54% | +1,865,124+485.8% | Added |
| ATLAS Infrastructure Partners (UK) Ltd. | 4,532,084 | $265.9M | 9.36% | +3,948,004+675.9% | Added |
| BlackRock, Inc. | 6,417,733 | $376.5M | 0.01% | −237,447−3.6% | Reduced |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −276,841−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −53,476−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −50,251−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −48,251−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −37,863−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −36,799−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −32,849−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −23,708−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −23,425−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,547−100.0% | Sold out |
| Canvas Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,729−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −9,782−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −9,610−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −8,941−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −8,646−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,232−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −8,021−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −7,310−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −6,769−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −5,354−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,526−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,101−100.0% | Sold out |
| Meramec Financial Planners, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |