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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.

Q2 2026 vs. Q1 2026

How the institutions holding H2O America changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of HTO: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders3135315+7
Shares44.7M40.1K44.1M−635.8K (−1.4%)
Value$2.62B$2.35M$2.68B+$55.8M (+2.1%)

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (46)

Institutions that held H2O America at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to HTO in Q2 2026
InstitutionSharesValue% of portfolio
Assenagon Asset Management S.A.179,910$10.9M0.01%
River Road Asset Management, LLC126,659$7.70M0.09%
Headlands Technologies LLC36,827$2.24M0.24%
Aquatic Capital Management LLC30,387$1.85M0.06%
Atom Investors LP30,036$1.83M0.16%
Man Group plc26,236$1.59M0.00%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.25,619$1.56M0.05%
Jain Global LLC25,175$1.53M0.02%
Wesbanco Bank Inc22,400$1.36M0.03%
Capital Fund Management S.A.16,671$1.01M0.01%
Envestnet Asset Management Inc16,646$1.01M0.00%
Jupiter Topco LLC14,947$908.2K0.00%
Fox Run Management, L.L.C.14,715$894.2K0.15%
Toroso Investments, LLC12,006$729.6K0.00%
Entropy Technologies, LP10,930$664.2K0.03%
Marshall Wace, LLP8,791$534.2K0.00%
Jackson Creek Investment Advisors LLC8,531$523.0K0.17%
Dynamic Technology Lab Private Ltd6,801$413.0K0.09%
Arrowstreet Capital, Limited Partnership6,337$385.1K0.00%
Axxion S.A.4,499$273.4K0.02%
XTX Topco Ltd4,401$267.4K0.00%
Nykredit A/S3,993$242.7K0.00%
Captrust Financial Advisors3,806$231.3K0.00%
Gsa Capital Partners LLP3,795$231.0K0.01%
Phillips Wealth Planners LLC3,679$227.3K0.17%
JustInvest LLC3,621$220.0K0.00%
Greenleaf Trust3,400$206.6K0.00%
Certior Financial Group, LLC3,343$203.2K0.11%
Global Retirement Partners, LLC1,687$102.5K0.00%
Bayforest Capital Ltd691$42.0K0.04%
Skandinaviska Enskilda Banken AB (publ)314$19.1K0.00%
Compass Financial Management LLC217$13.2K0.00%
Toronto Dominion Bank174$10.6K0.00%
Anchor Investment Management, LLC54$3.28K0.00%
Clearstead Advisors, LLC32$1.95K0.00%
Action Point Financial Planning, LLC11$6690.00%
Fulcrum Asset Management LLP10$6100.00%
Plante Moran Financial Advisors, LLC6$3650.00%
Creative Capital Management Investments LLC6$3650.00%
Financial Gravity Companies, Inc.2$1220.00%
Davis Capital Management2$1220.00%
DecisionPoint Financial, LLC1$610.00%
LRI Investments, LLC1$610.00%
Kilter Group LLC1$610.00%
Evolution Advisers, Inc.2$00.00%
Navigoe, LLC1$00.00%

Sold out (39)

Institutions that held H2O America at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of HTO in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Jane Street Group, LLC103,942$6.10M
Jennison Associates LLC101,146$5.93M
Ghisallo Capital Management LLC100,000$5.87M
Swiss Life Asset Management Ltd75,670$4.44M
Jacobs Levy Equity Management, Inc21,668$1.27M
Voloridge Investment Management, LLC21,034$1.23M
Robeco Institutional Asset Management B.V.20,133$1.18M
CenterBook Partners LP19,373$1.14M
Quadrature Capital Ltd15,023$881.4K
Covalis Capital LLP15,000$880.0K
Seven Grand Managers, LLC15,000$880.0K
Mackenzie Financial Corp9,364$549.4K
Allspring Global Investments Holdings, LLC8,624$504.0K
Inspire Advisors, LLC7,488$439.3K
Hudson Bay Capital Management LP7,280$427.1K
Axq Capital, LP6,844$401.5K
Robeco Schweiz AG6,127$359.5K
ISAM Funds (UK) Ltd5,587$327.8K
Graham Capital Management, L.P.5,418$317.9K
Sciencast Management LP5,189$304.4K
Syon Capital LLC4,188$245.7K
Voleon Capital Management LP3,930$230.6K
Beacon Pointe Advisors, LLC3,443$202.0K
IFM Investors Pty Ltd2,389$140.2K
Clarity Asset Management, Inc.527$30.9K
Quadrant Capital Group LLC468$27.5K
RWM Asset Management, LLC325$19.1K
Leonteq Securities AG159$9.36K
Twin Peaks Wealth Advisors, LLC111$6.51K
High Note Wealth, LLC77$4.52K
Root Financial Partners, LLC58$3.40K
Group One Trading, L.P.55$3.23K
MAI Capital Management54$3.17K
Advisory Services Network, LLC35$2.05K
Sound Income Strategies, LLC23$1.37K
Northwestern Mutual Wealth Management Co5$293
Creative Financial Designs Inc3$176
Vermillion Wealth Management, Inc.2$117
Curio Wealth, LLC1$59

Not filed for Q2 2026 yet (5)

Institutions that held H2O America at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HTO in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC15,947$935.7K
Skopos Labs, Inc.15,103$886.0K
CWM, LLC9,043$530.6K
Sunbelt Securities, Inc.9$528
Sofos Investments, Inc.2$117