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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.

Holders of 5% or more of HTO

Holders whose latest Schedule 13D or 13G filing reports 5% or more of H2O America, largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of HTO
HolderLatest formStakeChangeFirst filedLatest filingFiling
BlackRock, Inc.13G/A14.40%6.03M shares−2.30 ppfrom 16.70%Feb 5, 20253 filingsApr 27, 2026SEC
ATLAS Infrastructure Partners (UK) Ltd.13G/A11.17%4.68M shares+0.14 ppfrom 11.03%Mar 10, 20264 filingsSep 22, 2026SEC
Future Fund Board of Guardians13G6.20%2.60M sharesNewMar 6, 20261 filingMar 6, 2026SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

14 Schedule 13D and 13G filings on H2O America, newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on HTO
Filed (ET)FilerFormStakeChangeEvent dateFiling
Sep 22, 20266:43 PM ETATLAS Infrastructure Partners (UK) Ltd.and 1 other13G/A11.17%4.68M shares+0.14 ppfrom 11.03%Sep 21, 2026SEC
Aug 19, 202611:58 AM ETATLAS Infrastructure Partners (UK) Ltd.and 1 other13G/A11.03%4.62M shares+0.20 ppfrom 10.83%Mar 4, 2026SEC
Apr 27, 20264:12 PM ETBlackRock, Inc.13G/A14.40%6.03M shares−2.30 ppfrom 16.70%Mar 31, 2026SEC
Apr 8, 20261:19 PM ETATLAS Infrastructure Partners (UK) Ltd.and 1 other13G/A10.83%4.53M shares−0.01 ppfrom 10.84%Mar 4, 2026SEC
Mar 27, 20269:35 AM ETVanguard Group Inc13G/A0.00%0 shares–Below 5%Mar 13, 2026SEC
Mar 10, 20261:11 PM ETATLAS Infrastructure Partners (UK) Ltd.13G10.84%4.53M sharesNewMar 4, 2026SEC
Mar 6, 20268:57 PM ETFuture Fund Board of Guardians13G6.20%2.60M sharesNewMar 3, 2026SEC
Feb 17, 20264:55 PM ETAmundiand 1 other13G/A4.78%1.71M shares−1.41 ppfrom 6.19%Below 5%Dec 31, 2025SEC
Nov 14, 20255:30 PM ETAmundiand 1 other13G/A6.19%2.18M shares+0.34 ppfrom 5.85%Sep 30, 2025SEC
Aug 13, 20254:38 PM ETAmundiand 1 other13G5.85%2.00M sharesNewJun 30, 2025SEC
May 13, 202512:16 PM ETState Street Corp13G4.00%1.35M shares−1.40 ppfrom 5.40%Below 5%Mar 31, 2025SEC
Apr 17, 20259:35 AM ETBlackRock, Inc.13G/A16.70%5.62M shares−2.30 ppfrom 19.00%Mar 31, 2025SEC
Feb 5, 20251:23 PM ETBlackRock, Inc.13G/A19.00%6.32M shares–Dec 31, 2024SEC
Feb 5, 20256:35 AM ETState Street Corp13G5.40%1.81M sharesNewDec 31, 2024SEC

Form 144: proposed insider sales

Notices from officers, directors and other affiliates planning to sell H2O America shares.

No Form 144 notices for H2O America are on file.