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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 32,540 | $1.91M | 0.00% | −64,363−66.4% | Reduced |
| California State Teachers Retirement System | 30,787 | $1.81M | 0.00% | −249−0.8% | Reduced |
| SG Americas Securities, LLC | 30,689 | $1.80M | 0.00% | +2,624+9.3% | Added |
| Ieq Capital, LLC | 30,010 | $1.76M | 0.01% | +4,555+17.9% | Added |
| Vanguard Asset Management, Ltd | 29,564 | $1.73M | 0.00% | +29,564 | New |
| Magellan Asset Management Ltd | 29,063 | $1.71M | 0.02% | +7,214+33.0% | Added |
| Commonwealth Equity Services, LLC | 27,953 | $1.64M | 0.00% | +2,471+9.7% | Added |
| Clear Harbor Asset Management, LLC | 27,941 | $1.64M | 0.11% | −385−1.4% | Reduced |
| Raymond James Financial Inc | 27,625 | $1.62M | 0.00% | −3,336−10.8% | Reduced |
| Ethic Inc. | 27,033 | $1.59M | 0.02% | +5,216+23.9% | Added |
| Storebrand Asset Management AS | 26,975 | $1.58M | 0.00% | −2,233−7.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 26,303 | $1.54M | 0.00% | +2,426+10.2% | Added |
| Vanguard Investments Australia, Ltd. | 25,691 | $1.51M | 0.00% | +25,691 | New |
| Chatham Capital Group, Inc. | 24,864 | $1.46M | 0.21% | −2,221−8.2% | Reduced |
| Barclays PLC | 24,590 | $1.44M | 0.00% | −45,975−65.2% | Reduced |
| Baird Financial Group, Inc. | 24,322 | $1.43M | 0.00% | +24,322 | New |
| CoreCommodity Management, LLC | 22,751 | $1.33M | 0.25% | +5,793+34.2% | Added |
| Vontobel Holding Ltd. | 22,201 | $1.30M | 0.00% | +2,755+14.2% | Added |
| Rodgers Brothers Inc. | 22,100 | $1.30M | 0.15% | −1,150−4.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 21,668 | $1.27M | 0.01% | −61−0.3% | Reduced |
| Voya Investment Management LLC | 21,214 | $1.24M | 0.00% | −147−0.7% | Reduced |
| Voloridge Investment Management, LLC | 21,034 | $1.23M | 0.00% | −55,788−72.6% | Reduced |
| Guggenheim Capital LLC | 20,750 | $1.22M | 0.01% | +1,337+6.9% | Added |
| Everstar Asset Management, LLC | 20,365 | $1.19M | 0.64% | +11,865+139.6% | Added |
| Robeco Institutional Asset Management B.V. | 20,133 | $1.18M | 0.00% | +20,133 | New |
| New York State Teachers Retirement System | 19,840 | $1.16M | 0.00% | −1,267−6.0% | Reduced |
| State of Alaska, Department of Revenue | 19,476 | $1.14M | 0.01% | +1,487+8.3% | Added |
| Susquehanna International Group, LLP | 19,421 | $1.14M | 0.00% | +5,527+39.8% | Added |
| CenterBook Partners LP | 19,373 | $1.14M | 0.06% | −9,603−33.1% | Reduced |
| MetLife Investment Management | 18,515 | $1.09M | 0.01% | +184+1.0% | Added |
| Davy Global Fund Management Ltd | 18,369 | $1.08M | 0.08% | −2,618−12.5% | Reduced |
| Louisiana State Employees Retirement System | 16,600 | $973.9K | 0.02% | +1,300+8.5% | Added |
| Atria Investments LLC | 16,483 | $967.1K | 0.01% | −497−2.9% | Reduced |
| Illinois Municipal Retirement Fund | 16,009 | $939.2K | 0.01% | −1,003−5.9% | Reduced |
| Janus Henderson Group PLC | 15,947 | $935.7K | 0.00% | +1,000+6.7% | Added |
| KLP Kapitalforvaltning AS | 15,800 | $927.0K | 0.00% | +1,600+11.3% | Added |
| CI Private Wealth, LLC | 15,460 | $907.0K | 0.00% | +15,460 | New |
| Manufacturers Life Insurance Company, The | 15,251 | $894.8K | 0.00% | −399−2.5% | Reduced |
| Skopos Labs, Inc. | 15,103 | $886.0K | 0.03% | −2,569−14.5% | Reduced |
| Vanguard Global Advisers, LLC | 15,089 | $885.3K | 0.00% | +15,089 | New |
| Quadrature Capital Ltd | 15,023 | $881.4K | 0.01% | +15,023 | New |
| 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 |
| Martingale Asset Management L P | 14,318 | $840.0K | 0.02% | −5,693−28.4% | Reduced |
| Rubicon Advisors, GP | 14,194 | $832.8K | 0.73% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 13,799 | $809.6K | 0.07% | +3,159+29.7% | Added |
| Virtue Capital Management, LLC | 13,528 | $796.9K | 0.12% | +13,528 | New |
| Van Eck Associates Corp | 13,330 | $782.0K | 0.00% | +564+4.4% | Added |
| Stifel Financial Corp | 13,323 | $781.7K | 0.00% | −4,788−26.4% | Reduced |
| Bank of Montreal | 13,229 | $776.1K | 0.00% | +1,693+14.7% | Added |
| Cetera Investment Advisers | 12,199 | $715.7K | 0.00% | +6,813+126.5% | Added |
| Abel Hall, LLC | 12,154 | $713.1K | 0.15% | +1,945+19.1% | Added |
| Macquarie Group Ltd | 12,138 | $712.1K | 0.00% | −6,231−33.9% | Reduced |
| Cullen Capital Management LLC | 11,458 | $672.2K | 0.01% | +4,116+56.1% | Added |
| New York State Common Retirement Fund | 11,369 | $667.0K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,006 | $645.7K | 0.00% | +4,056+58.4% | Added |
| Amalgamated Bank | 10,627 | $623.0K | 0.00% | +959+9.9% | Added |
| Creative Planning | 10,397 | $610.0K | 0.00% | +663+6.8% | Added |
| Ridgewood Investments LLC | 10,323 | $605.6K | 0.25% | +10,323 | New |
| Wealth Enhancement Advisory Services, LLC | 10,199 | $603.6K | 0.00% | +1,506+17.3% | Added |
| LPL Financial LLC | 10,281 | $603.2K | 0.00% | +3,835+59.5% | Added |
| Arizona State Retirement System | 10,093 | $592.2K | 0.00% | +692+7.4% | Added |
| Handelsbanken Fonder AB | 9,965 | $585.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 9,971 | $585.0K | 0.01% | +1,053+11.8% | Added |
| Fifth Third Bancorp | 9,633 | $565.1K | 0.00% | +9,383+3,753.2% | Added |
| Mackenzie Financial Corp | 9,364 | $549.4K | 0.00% | −857−8.4% | Reduced |
| Citigroup Inc | 9,232 | $541.6K | 0.00% | −1,286−12.2% | Reduced |
| D.A. Davidson & Co. | 9,221 | $541.0K | 0.00% | +900+10.8% | Added |
| CWM, LLC | 9,043 | $530.6K | 0.00% | +912+11.2% | Added |
| Federation des caisses Desjardins du Quebec | 8,974 | $526.5K | 0.00% | +2,721+43.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,863 | $520.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 8,667 | $508.5K | 0.00% | −11,977−58.0% | Reduced |
| Liberty Wealth Management LLC | 8,618 | $505.6K | 0.06% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,624 | $504.0K | 0.00% | +869+11.2% | Added |
| Oregon Public Employees Retirement Fund | 8,570 | $502.8K | 0.01% | +960+12.6% | Added |
| State of Tennessee, Treasury Department | 8,380 | $491.7K | 0.00% | −12,590−60.0% | Reduced |
| Daiwa Securities Group Inc. | 8,345 | $489.6K | 0.00% | −1,486−15.1% | Reduced |
| State Board of Administration of Florida Retirement System | 8,211 | $481.7K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,100 | $475.2K | 0.00% | −15−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,041 | $472.0K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 8,017 | $470.4K | 0.01% | +1,808+29.1% | Added |
| Intech Investment Management LLC | 7,950 | $466.4K | 0.00% | −6,165−43.7% | Reduced |
| Royal Bank of Canada | 7,890 | $464.0K | 0.00% | +2,905+58.3% | Added |
| Perigon Wealth Management, LLC | 7,789 | $457.0K | 0.01% | +46+0.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,755 | $455.0K | 0.00% | +1,487+23.7% | Added |
| Mercer Global Advisors Inc | 7,683 | $450.8K | 0.00% | +732+10.5% | Added |
| Pictet Asset Management Holding SA | 7,654 | $449.1K | 0.00% | +1,016+15.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,491 | $439.5K | 0.02% | −761−9.2% | Reduced |
| Inspire Advisors, LLC | 7,488 | $439.3K | 0.04% | −4,317−36.6% | Reduced |
| HighTower Advisors, LLC | 7,439 | $436.5K | 0.00% | +954+14.7% | Added |
| Hudson Bay Capital Management LP | 7,280 | $427.1K | 0.00% | +7,280 | New |
| EP Wealth Advisors, LLC | 7,213 | $423.2K | 0.00% | +314+4.6% | Added |
| Axq Capital, LP | 6,844 | $401.5K | 0.05% | +6,844 | New |
| Jump Financial, LLC | 6,800 | $399.0K | 0.01% | −2,587−27.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,797 | $398.8K | 0.00% | +1,704+33.5% | Added |
| Loudon Investment Management, LLC | 6,230 | $365.5K | 0.20% | +780+14.3% | Added |
| Advisor OS, LLC | 6,176 | $362.4K | 0.03% | +6,176 | New |
| Robeco Schweiz AG | 6,127 | $359.5K | 0.01% | +6,127 | New |
| nVerses Capital, LLC | 6,087 | $357.1K | 0.32% | +6,087 | New |
| ExodusPoint Capital Management, LP | 6,054 | $355.2K | 0.00% | +6,054 | New |