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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 5,851 | $355.6K | 0.00% | −1,588−21.3% | Reduced |
| Keybank National Association | 5,808 | $353.0K | 0.00% | +1,809+45.2% | Added |
| Ballentine Partners, LLC | 5,725 | $347.9K | 0.00% | +1,843+47.5% | Added |
| SRS Capital Advisors, Inc. | 5,609 | $340.9K | 0.00% | +5,387+2,426.6% | Added |
| nVerses Capital, LLC | 4,798 | $291.6K | 0.45% | −1,289−21.2% | Reduced |
| Xponance, Inc. | 4,724 | $287.1K | 0.00% | +520+12.4% | Added |
| Axxion S.A. | 4,499 | $273.4K | 0.02% | +4,499 | New |
| XTX Topco Ltd | 4,401 | $267.4K | 0.00% | +4,401 | New |
| Ellevest, Inc. | 4,053 | $246.4K | 0.03% | −1,186−22.6% | Reduced |
| Nykredit A/S | 3,993 | $242.7K | 0.00% | +3,993 | New |
| Captrust Financial Advisors | 3,806 | $231.3K | 0.00% | +3,806 | New |
| Gsa Capital Partners LLP | 3,795 | $231.0K | 0.01% | +3,795 | New |
| CIBC Asset Management Inc | 3,749 | $227.8K | 0.00% | +318+9.3% | Added |
| Phillips Wealth Planners LLC | 3,679 | $227.3K | 0.17% | +3,679 | New |
| Savant Capital, LLC | 3,698 | $224.8K | 0.00% | −5−0.1% | Reduced |
| JustInvest LLC | 3,621 | $220.0K | 0.00% | +3,621 | New |
| Brighton Jones LLC | 3,594 | $218.4K | 0.00% | −480−11.8% | Reduced |
| ELCO Management Co., LLC | 3,476 | $211.2K | 0.09% | −996−22.3% | Reduced |
| GAMMA Investing LLC | 3,409 | $207.2K | 0.01% | −11−0.3% | Reduced |
| Greenleaf Trust | 3,400 | $206.6K | 0.00% | +3,400 | New |
| Certior Financial Group, LLC | 3,343 | $203.2K | 0.11% | +3,343 | New |
| US Bancorp | 3,260 | $198.1K | 0.00% | +1,385+73.9% | Added |
| Ameritas Investment Partners, Inc. | 3,216 | $195.4K | 0.01% | +555+20.9% | Added |
| Ensign Peak Advisors, Inc | 2,958 | $179.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,872 | $175.0K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 2,700 | $164.1K | 0.02% | +2,464+1,044.1% | Added |
| The PNC Financial Services Group, Inc. | 2,620 | $159.2K | 0.00% | −1,192−31.3% | Reduced |
| Larson Financial Group LLC | 2,337 | $142.0K | 0.00% | +323+16.0% | Added |
| Tower Research Capital LLC (TRC) | 2,077 | $126.2K | 0.00% | −1,675−44.6% | Reduced |
| Global Retirement Partners, LLC | 1,687 | $102.5K | 0.00% | +1,687 | New |
| South State Corp. | 1,635 | $99.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,436 | $87.3K | 0.00% | −16−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,265 | $76.9K | 0.00% | +245+24.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,132 | $68.8K | 0.00% | −1,001−46.9% | Reduced |
| Farther Finance Advisors, LLC | 1,004 | $61.0K | 0.00% | +172+20.7% | Added |
| Southern Michigan Bank & Trust | 1,000 | $60.8K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 980 | $59.6K | 0.01% | +177+22.0% | Added |
| Caitong International Asset Management Co., Ltd | 863 | $52.4K | 0.01% | +839+3,495.8% | Added |
| Private Trust Co NA | 858 | $52.1K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 855 | $52.0K | 0.01% | +3+0.4% | Added |
| Bessemer Group Inc | 751 | $46.0K | 0.00% | +90+13.6% | Added |
| EverSource Wealth Advisors, LLC | 754 | $45.8K | 0.00% | −157−17.2% | Reduced |
| Sterling Capital Management LLC | 714 | $43.4K | 0.00% | −391−35.4% | Reduced |
| Bayforest Capital Ltd | 691 | $42.0K | 0.04% | +691 | New |
| Allworth Financial LP | 683 | $41.5K | 0.00% | +240+54.2% | Added |
| Estabrook Capital Management | 679 | $41.3K | 0.01% | +178+35.5% | Added |
| Medallion Wealth Advisors, LLC | 660 | $40.1K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 629 | $38.2K | 0.00% | +11+1.8% | Added |
| Parallel Advisors, LLC | 628 | $38.2K | 0.00% | +8+1.3% | Added |
| Public Employees Retirement System of Ohio | 602 | $36.6K | 0.00% | −4,685−88.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 575 | $34.9K | 0.00% | +155+36.9% | Added |
| Hantz Financial Services, Inc. | 557 | $34.0K | 0.00% | +82+17.3% | Added |
| Jones Financial Companies LLLP | 528 | $32.0K | 0.00% | +39+8.0% | Added |
| Salomon & Ludwin, LLC | 479 | $29.1K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 406 | $24.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 381 | $23.2K | 0.00% | −310−44.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 352 | $21.4K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 348 | $21.1K | 0.01% | −1,849−84.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 314 | $19.1K | 0.00% | +314 | New |
| Kemnay Advisory Services Inc. | 310 | $18.8K | 0.00% | −74−19.3% | Reduced |
| Signaturefd, LLC | 292 | $17.7K | 0.00% | +205+235.6% | Added |
| AdvisorNet Financial, Inc | 285 | $17.3K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 273 | $17.0K | 0.00% | −24−8.1% | Reduced |
| Costello Asset Management, INC | 259 | $15.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 233 | $14.2K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 217 | $13.2K | 0.00% | +217 | New |
| CWM Advisors, LLC | 201 | $12.2K | 0.00% | −3,418−94.4% | Reduced |
| SHP Wealth Management | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 184 | $11.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 181 | $11.0K | 0.00% | +20+12.4% | Added |
| Toronto Dominion Bank | 174 | $10.6K | 0.00% | +174 | New |
| Bare Financial Services, Inc | 155 | $9.42K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 129 | $7.84K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 112 | $6.81K | 0.00% | +26+30.2% | Added |
| VSM Wealth Advisory, LLC | 97 | $5.89K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 90 | $5.47K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 89 | $5.41K | 0.00% | +18+25.4% | Added |
| Rothschild Investment LLC | 62 | $3.77K | 0.00% | +6+10.7% | Added |
| International Assets Investment Management, LLC | 56 | $3.40K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 54 | $3.28K | 0.00% | +54 | New |
| SJS Investment Consulting Inc. | 43 | $2.61K | 0.00% | +36+514.3% | Added |
| Fortitude Family Office, LLC | 40 | $2.43K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 32 | $1.95K | 0.00% | +32 | New |
| Sankala Group LLC | 27 | $1.72K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 28 | $1.70K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 27 | $1.64K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 26 | $1.58K | 0.00% | −57−68.7% | Reduced |
| JFS Wealth Advisors, LLC | 24 | $1.46K | 0.00% | +6+33.3% | Added |
| Farmers & Merchants Investments Inc | 20 | $1.22K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $1.03K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $1.00K | 0.00% | −8−38.1% | Reduced |
| Manchester Capital Management LLC | 16 | $973 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 12 | $729 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 11 | $669 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 11 | $669 | 0.00% | +11 | New |
| Fulcrum Asset Management LLP | 10 | $610 | 0.00% | +10 | New |
| Harbour Investments, Inc. | 8 | $486 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $425 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $365 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $365 | 0.00% | +6 | New |