H2O AmericaHTO
13F holders, Q2 2026 (June 30)315holders +2
40new positions
39sold out
8famous investors
$60.77avg. 13F price*
At the end of Q2 2026, 315 institutions reported holding H2O America (HTO) in their 13F filings, up 2 from Q1 2026. 40 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($431.9M), ATLAS Infrastructure Partners (UK) Ltd. ($280.3M) and Wellington Management Group LLP ($121.3M). 8 famous investors held it, including George Soros (1.3% of Soros Fund Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- H2O America
- CUSIP
- 784305104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $38.4M |
| Exits | 39 | $34.4M |
All 13F filers, Q1 2026 → Q2 2026: 4,799,299 shares bought and 5,460,442 shares sold, net −661,143 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| BlackRock, Inc. | 0.01% | Add +10.7% | 7,106,413 | $431.9M |
| ATLAS Infrastructure Partners (UK) Ltd. | 8.50% | Add +1.8% | 4,612,035 | $280.3M |
| Wellington Management Group LLP | 0.02% | Add +23.7% | 1,995,839 | $121.3M |
| ANTIPODES PARTNERS Ltd | 1.96% | Reduce -21.8% | 1,759,602 | $106.9M |
| Vanguard Capital Management LLC | 0.00% | Reduce -6.7% | 1,574,377 | $95.7M |
| State Street Corp. | 0.00% | Add +8.6% | 1,554,683 | $94.5M |
| Cerity Partners LLC | 0.10% | Reduce -0.2% | 1,307,227 | $79.4M |
| Vanguard Portfolio Management LLC | 0.00% | Add +8.1% | 1,263,898 | $76.8M |
| Soros Fund Management | 1.33% | Add +2.1% | 1,254,368 | $76.2M |
| Victory Capital Management Inc. | 0.04% | Add +28.2% | 1,168,734 | $71.0M |
| Amundi | 0.02% | Reduce -4.5% | 1,105,367 | $67.2M |
| Geode Capital Management, LLC | 0.00% | Add +10.6% | 992,465 | $60.3M |
| Yaupon Capital Management LP | 1.73% | Reduce -4.9% | 851,846 | $51.8M |
| Two Sigma Investments, LP | 0.04% | Add +222.2% | 806,493 | $49.0M |
| Invesco Ltd. | 0.00% | Add +10.8% | 776,317 | $47.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.3% | 714,601 | $43.4M |
| KBC Group NV | 0.08% | Add +2.9% | 610,164 | $37.1M |
| Morgan Stanley | 0.00% | Reduce -24.5% | 589,652 | $35.8M |
| Legal & General Group Plc | 0.01% | Add +5.2% | 571,546 | $34.8M |
| Resolution Capital Ltd | 0.58% | Add +6.9% | 515,795 | $31.3M |
| Zimmer Partners, LP | 0.74% | Reduce -48.7% | 513,500 | $31.2M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.09% | Add +23.1% | 504,368 | $30.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.3% | 503,037 | $30.6M |
| Schroder Investment Management Group | 0.02% | Reduce -15.8% | 494,524 | $30.2M |
| First Trust Advisors LP | 0.02% | Reduce -7.7% | 490,833 | $29.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +27.6% | 436,328 | $26.5M |
| Northern Trust Corp. | 0.00% | Add +11.3% | 415,397 | $25.2M |
| Nuveen, LLC | 0.00% | Add +45.5% | 337,662 | $20.5M |
| Raymond James Financial Inc. | 0.01% | Add +1040.5% | 315,073 | $19.1M |
| Cohen & Steers, Inc. | 0.03% | Reduce -80.7% | 310,870 | $18.9M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +5.3% | 253,621 | $15.4M |
| Mirova | 0.55% | Add +25.3% | 244,550 | $14.9M |
| AQR Capital Management | 0.00% | Add +25.8% | 215,916 | $13.1M |
| Bank of New York Mellon Corp | 0.00% | Add +8.5% | 206,376 | $12.5M |
| Ausbil Investment Management Ltd | 5.58% | Reduce -16.9% | 203,028 | $12.3M |
| Principal Financial Group Inc. | 0.01% | Add +4.7% | 189,995 | $11.5M |
| BW Gestao de Investimentos Ltda. | 0.27% | Reduce -15.9% | 185,806 | $11.3M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +0.4% | 183,553 | $11.2M |
| Assenagon Asset Management S.A. | 0.01% | New | 179,910 | $10.9M |
| Bank of America Corp. | 0.00% | Reduce -33.2% | 176,992 | $10.8M |
| Duff & Phelps Investment Management Co. | 0.10% | Add +57.4% | 175,972 | $10.7M |
| Squarepoint Ops LLC | 0.02% | Add +61.0% | 170,129 | $10.3M |
| UBS Group AG | 0.00% | Add +12.2% | 168,194 | $10.2M |
| Gabelli Funds LLC | 0.06% | Add +8.8% | 162,779 | $9.9M |
| Nuance Investments, LLC | 1.60% | Reduce -60.6% | 154,446 | $9.4M |
| Franklin Resources Inc. | 0.00% | Add +25.9% | 149,693 | $9.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.3% | 136,071 | $8.3M |
| State of Wisconsin Investment Board | 0.02% | Add +20.5% | 135,656 | $8.2M |
| D. E. Shaw & Co. | 0.01% | Add +245.9% | 135,525 | $8.2M |
| Public Sector Pension Investment Board | 0.02% | Add +1.1% | 135,149 | $8.2M |
| Rokos Capital Management LLP | 0.10% | No change | 135,116 | $8.2M |
| Vennlight Capital Management, LP | 5.25% | Reduce -20.6% | 128,839 | $7.8M |
| ProShare Advisors LLC | 0.01% | Add +10.2% | 127,660 | $7.8M |
| River Road Asset Management, LLC | 0.09% | New | 126,659 | $7.7M |
| Point72 Asset Management | 0.01% | Reduce -69.2% | 114,239 | $6.9M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +46.6% | 111,566 | $6.8M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -5.1% | 106,779 | $6.5M |
| Rhumbline Advisers | 0.00% | Reduce -6.1% | 103,854 | $6.3M |
| Reaves W H & Co. Inc. | 0.09% | No change | 100,000 | $6.1M |
| Jump Financial, LLC | 0.06% | Add +1355.3% | 98,963 | $6.0M |
| Occudo Quantitative Strategies LP | 0.31% | Add +56.7% | 96,174 | $5.8M |
| BNP Paribas Financial Markets | 0.00% | Add +81.9% | 90,724 | $5.5M |
| CIBC Bancorp USA Inc. | 0.01% | Add +0.6% | 89,828 | $5.5M |
| Prospera Financial Services Inc | 0.08% | Reduce -2.4% | 87,863 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.0% | 79,081 | $4.8M |
| Swiss National Bank | 0.00% | Add +6.6% | 77,600 | $4.7M |
| First Manhattan Co. Llc. | 0.01% | Reduce -1.1% | 76,629 | $4.7M |
| Quantinno Capital Management LP | 0.01% | Add +76.5% | 74,057 | $4.5M |
| Boston Trust Walden Corp | 0.03% | Reduce -11.1% | 73,582 | $4.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.03% | No change | 72,314 | $4.4M |
| ExodusPoint Capital Management, LP | 0.04% | Add +1087.9% | 71,917 | $4.4M |
| HRT Financial LP | 0.01% | Reduce -38.4% | 69,728 | $4.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +17.1% | 68,605 | $4.2M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | No change | 66,198 | $4.0M |
| Deutsche Bank AG | 0.00% | Reduce -5.2% | 57,029 | $3.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -5.7% | 56,697 | $3.4M |
| E. Ohman J:or Asset Management AB | 0.08% | Add +7.9% | 55,208 | $3.4M |
| Keynote Financial Services LLC | 1.54% | Reduce -2.5% | 53,661 | $3.3M |
| Renaissance Technologies | 0.00% | Reduce -66.3% | 53,245 | $3.2M |
| Brevan Howard Capital Management LP | 0.05% | Add +40.5% | 51,863 | $3.2M |
| GAMCO Investors | 0.03% | Reduce -17.9% | 50,630 | $3.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.9% | 49,413 | $3.0M |
| Wells Fargo & Company | 0.00% | Add +50.7% | 49,041 | $3.0M |
| Clean Yield Group | 0.70% | Reduce -0.6% | 46,155 | $2.8M |
| California State Teachers Retirement System | 0.00% | Add +45.7% | 44,868 | $2.7M |
| North Star Investment Management Corp. | 0.15% | No change | 44,800 | $2.7M |
| Exchange Traded Concepts, LLC | 0.01% | Add +2.6% | 43,011 | $2.6M |
| Maryland State Retirement & Pension System | 0.04% | Add +10.0% | 42,450 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +5.3% | 41,801 | $2.5M |
| Prudential Financial Inc. | 0.00% | Add +6.2% | 40,083 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -25.6% | 39,133 | $2.4M |
| New Age Alpha Advisors, LLC | 0.10% | Reduce -37.1% | 37,401 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +204.6% | 37,152 | $2.3M |
| Headlands Technologies LLC | 0.24% | New | 36,827 | $2.2M |
| South Dakota Investment Council | 0.04% | Add +1.4% | 34,375 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.2% | 32,404 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +115.5% | 33,311 | $2.0M |
| Storebrand Asset Management As | 0.01% | Add +22.6% | 33,085 | $2.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +11.0% | 32,808 | $2.0M |
| Bridgefront Capital, LLC | 0.49% | Add +511.6% | 30,464 | $1.9M |
"% of holder's portfolio" is HTO's weight in each manager's 13F, not the share of H2O America the manager owns.