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 $2.69B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in H2O America as of Jun 30, 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
- 315
- +7 vs. Q1 2026
- Shares held
- 44.1M
- −635.8K (−1.4%) vs. Q1 2026
- Total value
- $2.68B
- +$55.8M (+2.1%) vs. Q1 2026
- New holders
- 46
- 129 more added
- Sold out
- 39
- 92 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $2.69B |
| Q1 2026 | 313 | $2.62B |
| Q4 2025 | 279 | $1.48B |
| Q3 2025 | 281 | $1.42B |
| Q2 2025 | 263 | $1.46B |
| Q1 2025 | 253 | $1.49B |
| Q4 2024 | 240 | $1.29B |
| Q3 2024 | 252 | $1.49B |
| Q2 2024 | 229 | $1.35B |
| Q1 2024 | 228 | $1.47B |
| Q4 2023 | 230 | $1.64B |
| Q3 2023 | 225 | $1.47B |
| Q2 2023 | 222 | $1.77B |
| Q1 2023 | 216 | $1.96B |
| Q4 2022 | 218 | $2.05B |
| Q3 2022 | 183 | $1.27B |
| Q2 2022 | 184 | $1.37B |
| Q1 2022 | 187 | $1.50B |
| Q4 2021 | 183 | $1.59B |
| Q3 2021 | 157 | $1.47B |
| Q2 2021 | 147 | $1.37B |
| Q1 2021 | 159 | $1.35B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding H2O America; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Savant Capital, LLC | 3,698 | $224.8K | 0.00% | −5−0.1% | Reduced |
| Phillips Wealth Planners LLC | 3,679 | $227.3K | 0.17% | +3,679 | New |
| CIBC Asset Management Inc | 3,749 | $227.8K | 0.00% | +318+9.3% | Added |
| Gsa Capital Partners LLP | 3,795 | $231.0K | 0.01% | +3,795 | New |
| Captrust Financial Advisors | 3,806 | $231.3K | 0.00% | +3,806 | New |
| Nykredit A/S | 3,993 | $242.7K | 0.00% | +3,993 | New |
| Ellevest, Inc. | 4,053 | $246.4K | 0.03% | −1,186−22.6% | Reduced |
| XTX Topco Ltd | 4,401 | $267.4K | 0.00% | +4,401 | New |
| Axxion S.A. | 4,499 | $273.4K | 0.02% | +4,499 | New |
| Xponance, Inc. | 4,724 | $287.1K | 0.00% | +520+12.4% | Added |
| nVerses Capital, LLC | 4,798 | $291.6K | 0.45% | −1,289−21.2% | Reduced |
| SRS Capital Advisors, Inc. | 5,609 | $340.9K | 0.00% | +5,387+2,426.6% | Added |
| Ballentine Partners, LLC | 5,725 | $347.9K | 0.00% | +1,843+47.5% | Added |
| Keybank National Association | 5,808 | $353.0K | 0.00% | +1,809+45.2% | Added |
| HighTower Advisors, LLC | 5,851 | $355.6K | 0.00% | −1,588−21.3% | Reduced |
| Advisor OS, LLC | 6,089 | $370.0K | 0.02% | −87−1.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,337 | $385.1K | 0.00% | +6,337 | New |
| Balyasny Asset Management LLC | 6,356 | $386.3K | 0.00% | −30,438−82.7% | Reduced |
| Perigon Wealth Management, LLC | 6,393 | $388.5K | 0.01% | −1,396−17.9% | Reduced |
| Voya Investment Management LLC | 6,524 | $396.5K | 0.00% | −14,690−69.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,650 | $404.1K | 0.00% | −147−2.2% | Reduced |
| Susquehanna International Group, LLP | 6,712 | $407.9K | 0.00% | −12,709−65.4% | Reduced |
| Ridgewood Investments LLC | 6,763 | $411.0K | 0.15% | −3,560−34.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,801 | $413.0K | 0.09% | +6,801 | New |
| Colony Group, LLC | 6,902 | $419.5K | 0.00% | +2,783+67.6% | Added |
| Intech Investment Management LLC | 7,070 | $429.6K | 0.00% | −880−11.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,343 | $446.3K | 0.01% | −148−2.0% | Reduced |
| EP Wealth Advisors, LLC | 7,420 | $450.9K | 0.00% | +207+2.9% | Added |
| Pictet Asset Management Holding SA | 7,654 | $465.1K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 7,782 | $472.9K | 0.01% | −235−2.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,041 | $489.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 8,211 | $499.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 8,618 | $505.6K | 0.06% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 8,380 | $509.3K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,381 | $509.3K | 0.00% | +281+3.5% | Added |
| Daiwa Securities Group Inc. | 8,566 | $520.6K | 0.00% | +221+2.6% | Added |
| Jackson Creek Investment Advisors LLC | 8,531 | $523.0K | 0.17% | +8,531 | New |
| Marshall Wace, LLP | 8,791 | $534.2K | 0.00% | +8,791 | New |
| Oregon Public Employees Retirement Fund | 8,970 | $545.1K | 0.01% | +400+4.7% | Added |
| D.A. Davidson & Co. | 9,138 | $555.4K | 0.00% | −83−0.9% | Reduced |
| Royal Bank of Canada | 9,147 | $556.0K | 0.00% | +1,257+15.9% | Added |
| Loudon Investment Management, LLC | 9,230 | $560.9K | 0.28% | +3,000+48.2% | Added |
| Cullen Capital Management LLC | 9,359 | $568.7K | 0.01% | −2,099−18.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,429 | $573.0K | 0.00% | +455+5.1% | Added |
| Fifth Third Bancorp | 9,537 | $579.6K | 0.00% | −96−1.0% | Reduced |
| Federated Hermes, Inc. | 10,099 | $613.7K | 0.00% | −25,684−71.8% | Reduced |
| Yousif Capital Management, LLC | 10,118 | $614.9K | 0.01% | +147+1.5% | Added |
| FMR LLC | 10,231 | $621.8K | 0.00% | +1,564+18.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 10,450 | $635.0K | 0.00% | +1,587+17.9% | Added |
| Amalgamated Bank | 10,459 | $636.0K | 0.00% | −168−1.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,596 | $643.9K | 0.00% | −410−3.7% | Reduced |
| Arizona State Retirement System | 10,679 | $649.0K | 0.00% | +586+5.8% | Added |
| Virtue Capital Management, LLC | 10,701 | $650.3K | 0.09% | −2,827−20.9% | Reduced |
| Entropy Technologies, LP | 10,930 | $664.2K | 0.03% | +10,930 | New |
| Abacus Wealth Partners, LLC | 11,682 | $709.9K | 0.07% | −2,117−15.3% | Reduced |
| Toroso Investments, LLC | 12,006 | $729.6K | 0.00% | +12,006 | New |
| Mercer Global Advisors Inc | 12,106 | $735.7K | 0.00% | +4,423+57.6% | Added |
| Abel Hall, LLC | 12,161 | $739.0K | 0.13% | +7+0.1% | Added |
| Ethic Inc. | 12,742 | $774.3K | 0.01% | −14,291−52.9% | Reduced |
| Handelsbanken Fonder AB | 12,765 | $776.0K | 0.00% | +2,800+28.1% | Added |
| New York State Common Retirement Fund | 13,069 | $794.2K | 0.00% | +1,700+15.0% | Added |
| State of Alaska, Department of Revenue | 13,986 | $849.0K | 0.01% | −5,490−28.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,813 | $849.1K | 0.00% | +3,614+35.4% | Added |
| Rubicon Advisors, GP | 14,194 | $862.6K | 0.63% | 00.0% | Unchanged |
| Creative Planning | 14,420 | $876.3K | 0.00% | +4,023+38.7% | Added |
| Atria Investments LLC | 14,459 | $878.7K | 0.01% | −2,024−12.3% | Reduced |
| Stifel Financial Corp | 14,545 | $883.9K | 0.00% | +1,222+9.2% | Added |
| Fox Run Management, L.L.C. | 14,715 | $894.2K | 0.15% | +14,715 | New |
| Van Eck Associates Corp | 14,725 | $894.8K | 0.00% | +1,395+10.5% | Added |
| Jupiter Topco LLC | 14,947 | $908.2K | 0.00% | +14,947 | New |
| Guggenheim Capital LLC | 15,784 | $959.2K | 0.01% | −4,966−23.9% | Reduced |
| KLP Kapitalforvaltning AS | 15,800 | $960.2K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 15,810 | $961.0K | 0.00% | −4,030−20.3% | Reduced |
| Manufacturers Life Insurance Company, The | 16,020 | $973.5K | 0.00% | +769+5.0% | Added |
| LPL Financial LLC | 16,370 | $994.8K | 0.00% | +6,089+59.2% | Added |
| Vanguard Global Advisers, LLC | 16,597 | $1.01M | 0.00% | +1,508+10.0% | Added |
| Mariner, LLC | 16,614 | $1.01M | 0.00% | −31,375−65.4% | Reduced |
| Envestnet Asset Management Inc | 16,646 | $1.01M | 0.00% | +16,646 | New |
| Capital Fund Management S.A. | 16,671 | $1.01M | 0.01% | +16,671 | New |
| Lazard Asset Management LLC | 17,086 | $1.04M | 0.00% | −23,544−57.9% | Reduced |
| Louisiana State Employees Retirement System | 17,200 | $1.05M | 0.02% | +600+3.6% | Added |
| SG Americas Securities, LLC | 17,247 | $1.05M | 0.00% | −13,442−43.8% | Reduced |
| Millennium Management LLC | 18,201 | $1.11M | 0.00% | −325,588−94.7% | Reduced |
| Illinois Municipal Retirement Fund | 19,163 | $1.16M | 0.01% | +3,154+19.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,181 | $1.17M | 0.00% | +11,426+147.3% | Added |
| Barclays PLC | 19,442 | $1.18M | 0.00% | −5,148−20.9% | Reduced |
| Russell Investments Group, Ltd. | 19,562 | $1.19M | 0.00% | −86,399−81.5% | Reduced |
| Bank of Montreal | 19,663 | $1.19M | 0.00% | +6,434+48.6% | Added |
| Davy Global Fund Management Ltd | 19,727 | $1.20M | 0.08% | +1,358+7.4% | Added |
| Everstar Asset Management, LLC | 20,061 | $1.22M | 0.59% | −304−1.5% | Reduced |
| MetLife Investment Management | 20,610 | $1.25M | 0.01% | +2,095+11.3% | Added |
| Citigroup Inc | 20,784 | $1.26M | 0.00% | +11,552+125.1% | Added |
| Macquarie Group Ltd | 21,145 | $1.28M | 0.01% | +9,007+74.2% | Added |
| Rodgers Brothers Inc. | 21,200 | $1.29M | 0.13% | −900−4.1% | Reduced |
| Vontobel Holding Ltd. | 22,239 | $1.35M | 0.00% | +38+0.2% | Added |
| Martingale Asset Management L P | 22,318 | $1.36M | 0.03% | +8,000+55.9% | Added |
| Wesbanco Bank Inc | 22,400 | $1.36M | 0.03% | +22,400 | New |
| Mirabella Financial Services LLP | 22,494 | $1.37M | 0.13% | +17,849+384.3% | Added |
| CoreCommodity Management, LLC | 24,261 | $1.47M | 0.29% | +1,510+6.6% | Added |
| Chatham Capital Group, Inc. | 24,882 | $1.51M | 0.19% | +18+0.1% | Added |