H2O America
HTO- Exchange
- Nasdaq
- Industry
- Water Supply
- SEC CIK
- 0000766829
In the last 90 days, H2O America insiders filed 1 open-market purchase and 0 sales; 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 |
|---|---|---|---|---|---|
| ISAM Funds (UK) Ltd | 5,587 | $327.8K | 0.16% | +5,587 | New |
| Graham Capital Management, L.P. | 5,418 | $317.9K | 0.01% | +5,418 | New |
| Public Employees Retirement System of Ohio | 5,287 | $310.2K | 0.00% | +19+0.4% | Added |
| Ellevest, Inc. | 5,239 | $307.4K | 0.04% | +649+14.1% | Added |
| Sciencast Management LP | 5,189 | $304.4K | 0.04% | +5,189 | New |
| Bridgefront Capital, LLC | 4,981 | $292.2K | 0.07% | +4,981 | New |
| Mirabella Financial Services LLP | 4,645 | $272.5K | 0.03% | +4,645 | New |
| ELCO Management Co., LLC | 4,472 | $262.4K | 0.13% | −1,121−20.0% | Reduced |
| Xponance, Inc. | 4,204 | $246.6K | 0.00% | +4,204 | New |
| Syon Capital LLC | 4,188 | $245.7K | 0.01% | +59+1.4% | Added |
| Brighton Jones LLC | 4,074 | $239.0K | 0.01% | +4,074 | New |
| Colony Group, LLC | 4,119 | $237.3K | 0.00% | +4,119 | New |
| Keybank National Association | 3,999 | $234.6K | 0.00% | +3,999 | New |
| Voleon Capital Management LP | 3,930 | $230.6K | 0.00% | −18,264−82.3% | Reduced |
| Ballentine Partners, LLC | 3,882 | $227.8K | 0.00% | +3,882 | New |
| The PNC Financial Services Group, Inc. | 3,812 | $223.7K | 0.00% | +399+11.7% | Added |
| Tower Research Capital LLC (TRC) | 3,752 | $220.1K | 0.01% | +1,774+89.7% | Added |
| Savant Capital, LLC | 3,703 | $217.2K | 0.00% | +3,703 | New |
| CWM Advisors, LLC | 3,619 | $212.3K | 0.01% | −598−14.2% | Reduced |
| Beacon Pointe Advisors, LLC | 3,443 | $202.0K | 0.00% | +3,443 | New |
| CIBC Asset Management Inc | 3,431 | $201.3K | 0.00% | +3,431 | New |
| GAMMA Investing LLC | 3,420 | $200.7K | 0.01% | +956+38.8% | Added |
| Ensign Peak Advisors, Inc | 2,958 | $173.5K | 0.00% | +200+7.3% | Added |
| Public Employees Retirement Association of Colorado | 2,872 | $169.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,661 | $156.1K | 0.00% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 2,389 | $140.2K | 0.00% | +2,389 | New |
| Essential Partners LLC | 2,197 | $128.9K | 0.04% | −228−9.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,133 | $125.1K | 0.00% | −15,042−87.6% | Reduced |
| Larson Financial Group LLC | 2,014 | $118.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,875 | $110.0K | 0.00% | +947+102.0% | Added |
| South State Corp. | 1,635 | $95.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,452 | $85.2K | 0.00% | +476+48.8% | Added |
| Sterling Capital Management LLC | 1,105 | $64.8K | 0.00% | −818−42.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,020 | $59.9K | 0.00% | +44+4.5% | Added |
| Southern Michigan Bank & Trust | 1,000 | $58.7K | 0.02% | +1,000 | New |
| EverSource Wealth Advisors, LLC | 911 | $53.4K | 0.00% | +394+76.2% | Added |
| Private Trust Co NA | 858 | $50.3K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 852 | $50.0K | 0.01% | +1+0.1% | Added |
| Farther Finance Advisors, LLC | 832 | $48.6K | 0.00% | +19+2.3% | Added |
| Versant Capital Management, Inc | 803 | $47.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 691 | $40.5K | 0.00% | +89+14.8% | Added |
| Bessemer Group Inc | 661 | $39.0K | 0.00% | +204+44.6% | Added |
| Medallion Wealth Advisors, LLC | 660 | $38.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 620 | $36.4K | 0.00% | +26+4.4% | Added |
| Rockefeller Capital Management L.P. | 618 | $36.3K | 0.00% | +10+1.6% | Added |
| Clarity Asset Management, Inc. | 527 | $30.9K | 0.02% | −22−4.0% | Reduced |
| Estabrook Capital Management | 501 | $29.4K | 0.00% | +292+139.7% | Added |
| Salomon & Ludwin, LLC | 479 | $28.3K | 0.00% | +279+139.5% | Added |
| Jones Financial Companies LLLP | 489 | $28.3K | 0.00% | +251+105.5% | Added |
| Hantz Financial Services, Inc. | 475 | $28.0K | 0.00% | +280+143.6% | Added |
| Quadrant Capital Group LLC | 468 | $27.5K | 0.00% | −57−10.9% | Reduced |
| Allworth Financial LP | 443 | $26.0K | 0.00% | +32+7.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 420 | $24.6K | 0.00% | +36+9.4% | Added |
| Glen Eagle Advisors, LLC | 406 | $23.8K | 0.00% | +406 | New |
| Kemnay Advisory Services Inc. | 384 | $22.5K | 0.00% | +384 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 352 | $20.7K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 325 | $19.1K | 0.00% | +325 | New |
| Harbor Capital Advisors, Inc. | 297 | $17.0K | 0.00% | +115+63.2% | Added |
| AdvisorNet Financial, Inc | 285 | $16.7K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 259 | $15.2K | 0.01% | +1+0.4% | Added |
| Vega Investment Solutions | 236 | $13.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 233 | $13.7K | 0.00% | +136+140.2% | Added |
| SRS Capital Advisors, Inc. | 222 | $13.0K | 0.00% | +131+144.0% | Added |
| SHP Wealth Management | 200 | $11.7K | 0.00% | +200 | New |
| Steward Partners Investment Advisory, LLC | 184 | $10.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 161 | $9.45K | 0.00% | +12+8.1% | Added |
| Leonteq Securities AG | 159 | $9.36K | 0.00% | −9−5.4% | Reduced |
| Bare Financial Services, Inc | 155 | $9.09K | 0.00% | +135+675.0% | Added |
| Massmutual Trust Co FSB | 129 | $7.57K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 111 | $6.51K | 0.00% | +111 | New |
| VSM Wealth Advisory, LLC | 97 | $5.69K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 90 | $5.28K | 0.00% | +90 | New |
| Signaturefd, LLC | 87 | $5.10K | 0.00% | +29+50.0% | Added |
| Umb Bank N A | 86 | $5.05K | 0.00% | +8+10.3% | Added |
| SBI Securities Co., Ltd. | 83 | $4.87K | 0.00% | −1−1.2% | Reduced |
| High Note Wealth, LLC | 77 | $4.52K | 0.00% | +77 | New |
| Keating Financial Advisory Services, Inc. | 71 | $4.17K | 0.00% | +64+914.3% | Added |
| Root Financial Partners, LLC | 58 | $3.40K | 0.00% | +9+18.4% | Added |
| Rothschild Investment LLC | 56 | $3.29K | 0.00% | +18+47.4% | Added |
| International Assets Investment Management, LLC | 56 | $3.27K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 55 | $3.23K | 0.00% | +55 | New |
| MAI Capital Management | 54 | $3.17K | 0.00% | +23+74.2% | Added |
| Fortitude Family Office, LLC | 40 | $2.35K | 0.00% | +35+700.0% | Added |
| Advisory Services Network, LLC | 35 | $2.05K | 0.00% | +35 | New |
| CVA Family Office, LLC | 28 | $1.64K | 0.00% | +28 | New |
| JPL Wealth Management, LLC | 27 | $1.58K | 0.00% | +27 | New |
| Sankala Group LLC | 27 | $1.57K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 24 | $1.41K | 0.00% | +23+2,300.0% | Added |
| Sound Income Strategies, LLC | 23 | $1.37K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $1.06K | 0.00% | −2−10.0% | Reduced |
| Covestor Ltd | 21 | $1.00K | 0.00% | −24−53.3% | Reduced |
| True Wealth Design, LLC | 17 | $998 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $939 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 12 | $704 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 11 | $646 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 9 | $528 | 0.00% | +7+350.0% | Added |
| Harbour Investments, Inc. | 8 | $469 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 7 | $411 | 0.00% | +4+133.3% | Added |
| Transamerica Financial Advisors, Inc. | 7 | $410 | 0.00% | 00.0% | Unchanged |