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, 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 | $2.68B |
| 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, 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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 30,387 | $1.85M | 0.06% | +30,387 | New |
| Quantbot Technologies LP | 30,243 | $1.84M | 0.07% | −16,512−35.3% | Reduced |
| Atom Investors LP | 30,036 | $1.83M | 0.16% | +30,036 | New |
| Ieq Capital, LLC | 29,734 | $1.81M | 0.01% | −276−0.9% | Reduced |
| Magellan Asset Management Ltd | 29,063 | $1.77M | 0.04% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 27,811 | $1.69M | 0.11% | −130−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 27,673 | $1.68M | 0.00% | −280−1.0% | Reduced |
| Vanguard Investments Australia, Ltd. | 27,566 | $1.68M | 0.00% | +1,875+7.3% | Added |
| SEI Investments Co | 26,511 | $1.61M | 0.00% | −89,432−77.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 26,411 | $1.60M | 0.00% | +108+0.4% | Added |
| Man Group plc | 26,236 | $1.59M | 0.00% | +26,236 | New |
| Citadel Advisors LLC | 26,234 | $1.59M | 0.00% | −389,877−93.7% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 25,619 | $1.56M | 0.05% | +25,619 | New |
| Baird Financial Group, Inc. | 25,269 | $1.54M | 0.00% | +947+3.9% | Added |
| Jain Global LLC | 25,175 | $1.53M | 0.02% | +25,175 | New |
| Chatham Capital Group, Inc. | 24,882 | $1.51M | 0.19% | +18+0.1% | Added |
| CoreCommodity Management, LLC | 24,261 | $1.47M | 0.29% | +1,510+6.6% | Added |
| Mirabella Financial Services LLP | 22,494 | $1.37M | 0.13% | +17,849+384.3% | Added |
| Wesbanco Bank Inc | 22,400 | $1.36M | 0.03% | +22,400 | New |
| Martingale Asset Management L P | 22,318 | $1.36M | 0.03% | +8,000+55.9% | Added |
| Vontobel Holding Ltd. | 22,239 | $1.35M | 0.00% | +38+0.2% | Added |
| Rodgers Brothers Inc. | 21,200 | $1.29M | 0.13% | −900−4.1% | Reduced |
| Macquarie Group Ltd | 21,145 | $1.28M | 0.01% | +9,007+74.2% | Added |
| Citigroup Inc | 20,784 | $1.26M | 0.00% | +11,552+125.1% | Added |
| MetLife Investment Management | 20,610 | $1.25M | 0.01% | +2,095+11.3% | Added |
| Everstar Asset Management, LLC | 20,061 | $1.22M | 0.59% | −304−1.5% | Reduced |
| Davy Global Fund Management Ltd | 19,727 | $1.20M | 0.08% | +1,358+7.4% | Added |
| Bank of Montreal | 19,663 | $1.19M | 0.00% | +6,434+48.6% | Added |
| Russell Investments Group, Ltd. | 19,562 | $1.19M | 0.00% | −86,399−81.5% | Reduced |
| Barclays PLC | 19,442 | $1.18M | 0.00% | −5,148−20.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,181 | $1.17M | 0.00% | +11,426+147.3% | Added |
| Illinois Municipal Retirement Fund | 19,163 | $1.16M | 0.01% | +3,154+19.7% | Added |
| Millennium Management LLC | 18,201 | $1.11M | 0.00% | −325,588−94.7% | Reduced |
| SG Americas Securities, LLC | 17,247 | $1.05M | 0.00% | −13,442−43.8% | Reduced |
| Louisiana State Employees Retirement System | 17,200 | $1.05M | 0.02% | +600+3.6% | Added |
| Lazard Asset Management LLC | 17,086 | $1.04M | 0.00% | −23,544−57.9% | Reduced |
| Capital Fund Management S.A. | 16,671 | $1.01M | 0.01% | +16,671 | New |
| Envestnet Asset Management Inc | 16,646 | $1.01M | 0.00% | +16,646 | New |
| Mariner, LLC | 16,614 | $1.01M | 0.00% | −31,375−65.4% | Reduced |
| Vanguard Global Advisers, LLC | 16,597 | $1.01M | 0.00% | +1,508+10.0% | Added |
| LPL Financial LLC | 16,370 | $994.8K | 0.00% | +6,089+59.2% | Added |
| Manufacturers Life Insurance Company, The | 16,020 | $973.5K | 0.00% | +769+5.0% | Added |
| New York State Teachers Retirement System | 15,810 | $961.0K | 0.00% | −4,030−20.3% | Reduced |
| KLP Kapitalforvaltning AS | 15,800 | $960.2K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 15,784 | $959.2K | 0.01% | −4,966−23.9% | Reduced |
| Jupiter Topco LLC | 14,947 | $908.2K | 0.00% | +14,947 | New |
| Van Eck Associates Corp | 14,725 | $894.8K | 0.00% | +1,395+10.5% | Added |
| Fox Run Management, L.L.C. | 14,715 | $894.2K | 0.15% | +14,715 | New |
| Stifel Financial Corp | 14,545 | $883.9K | 0.00% | +1,222+9.2% | Added |
| Atria Investments LLC | 14,459 | $878.7K | 0.01% | −2,024−12.3% | Reduced |
| Creative Planning | 14,420 | $876.3K | 0.00% | +4,023+38.7% | Added |
| Rubicon Advisors, GP | 14,194 | $862.6K | 0.63% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 13,813 | $849.1K | 0.00% | +3,614+35.4% | Added |
| State of Alaska, Department of Revenue | 13,986 | $849.0K | 0.01% | −5,490−28.2% | Reduced |
| New York State Common Retirement Fund | 13,069 | $794.2K | 0.00% | +1,700+15.0% | Added |
| Handelsbanken Fonder AB | 12,765 | $776.0K | 0.00% | +2,800+28.1% | Added |
| Ethic Inc. | 12,742 | $774.3K | 0.01% | −14,291−52.9% | Reduced |
| Abel Hall, LLC | 12,161 | $739.0K | 0.13% | +7+0.1% | Added |
| Mercer Global Advisors Inc | 12,106 | $735.7K | 0.00% | +4,423+57.6% | Added |
| Toroso Investments, LLC | 12,006 | $729.6K | 0.00% | +12,006 | New |
| Abacus Wealth Partners, LLC | 11,682 | $709.9K | 0.07% | −2,117−15.3% | Reduced |
| Entropy Technologies, LP | 10,930 | $664.2K | 0.03% | +10,930 | New |
| Virtue Capital Management, LLC | 10,701 | $650.3K | 0.09% | −2,827−20.9% | Reduced |
| Arizona State Retirement System | 10,679 | $649.0K | 0.00% | +586+5.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,596 | $643.9K | 0.00% | −410−3.7% | Reduced |
| Amalgamated Bank | 10,459 | $636.0K | 0.00% | −168−1.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 10,450 | $635.0K | 0.00% | +1,587+17.9% | Added |
| FMR LLC | 10,231 | $621.8K | 0.00% | +1,564+18.0% | Added |
| Yousif Capital Management, LLC | 10,118 | $614.9K | 0.01% | +147+1.5% | Added |
| Federated Hermes, Inc. | 10,099 | $613.7K | 0.00% | −25,684−71.8% | Reduced |
| Fifth Third Bancorp | 9,537 | $579.6K | 0.00% | −96−1.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,429 | $573.0K | 0.00% | +455+5.1% | Added |
| Cullen Capital Management LLC | 9,359 | $568.7K | 0.01% | −2,099−18.3% | Reduced |
| Loudon Investment Management, LLC | 9,230 | $560.9K | 0.28% | +3,000+48.2% | Added |
| Royal Bank of Canada | 9,147 | $556.0K | 0.00% | +1,257+15.9% | Added |
| D.A. Davidson & Co. | 9,138 | $555.4K | 0.00% | −83−0.9% | Reduced |
| Oregon Public Employees Retirement Fund | 8,970 | $545.1K | 0.01% | +400+4.7% | Added |
| Marshall Wace, LLP | 8,791 | $534.2K | 0.00% | +8,791 | New |
| Jackson Creek Investment Advisors LLC | 8,531 | $523.0K | 0.17% | +8,531 | New |
| Daiwa Securities Group Inc. | 8,566 | $520.6K | 0.00% | +221+2.6% | Added |
| Lido Advisors, LLC | 8,381 | $509.3K | 0.00% | +281+3.5% | Added |
| State of Tennessee, Treasury Department | 8,380 | $509.3K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 8,618 | $505.6K | 0.06% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 8,211 | $499.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 8,041 | $489.0K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 7,782 | $472.9K | 0.01% | −235−2.9% | Reduced |
| Pictet Asset Management Holding SA | 7,654 | $465.1K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 7,420 | $450.9K | 0.00% | +207+2.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,343 | $446.3K | 0.01% | −148−2.0% | Reduced |
| Intech Investment Management LLC | 7,070 | $429.6K | 0.00% | −880−11.1% | Reduced |
| Colony Group, LLC | 6,902 | $419.5K | 0.00% | +2,783+67.6% | Added |
| Dynamic Technology Lab Private Ltd | 6,801 | $413.0K | 0.09% | +6,801 | New |
| Ridgewood Investments LLC | 6,763 | $411.0K | 0.15% | −3,560−34.5% | Reduced |
| Susquehanna International Group, LLP | 6,712 | $407.9K | 0.00% | −12,709−65.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,650 | $404.1K | 0.00% | −147−2.2% | Reduced |
| Voya Investment Management LLC | 6,524 | $396.5K | 0.00% | −14,690−69.2% | Reduced |
| Perigon Wealth Management, LLC | 6,393 | $388.5K | 0.01% | −1,396−17.9% | Reduced |
| Balyasny Asset Management LLC | 6,356 | $386.3K | 0.00% | −30,438−82.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,337 | $385.1K | 0.00% | +6,337 | New |
| Advisor OS, LLC | 6,089 | $370.0K | 0.02% | −87−1.4% | Reduced |