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 |
|---|---|---|---|---|---|
| Creative Capital Management Investments LLC | 6 | $365 | 0.00% | +6 | New |
| Gilpin Wealth Management, LLC | 5 | $304 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $244 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $183 | 0.00% | +1+50.0% | Added |
| Abound Wealth Management | 2 | $122 | 0.00% | −1−33.3% | Reduced |
| Rialto Wealth Management, LLC | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 2 | $122 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $122 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 1 | $61 | 0.00% | −1−50.0% | Reduced |
| Huntington National Bank | 1 | $61 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $61 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $61 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $61 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −103,942−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −101,146−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −75,670−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −21,668−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −21,034−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −20,133−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −19,373−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −15,023−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −9,364−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −8,624−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −7,488−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −7,280−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −6,844−100.0% | Sold out |
| Robeco Schweiz AG | 0 | $0 | 0.00% | −6,127−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −5,587−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,418−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,189−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −4,188−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −3,930−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −3,443−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −2,389−100.0% | Sold out |
| Clarity Asset Management, Inc. | 0 | $0 | 0.00% | −527−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |