H2O AmericaHTO
13F holders, Q4 2024 (December 31)240holders −12
26new positions
43sold out
6famous investors
$49.19avg. 13F price*
At the end of Q4 2024, 240 institutions reported holding H2O America (HTO) in their 13F filings, down 12 from Q3 2024. 26 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($310.9M), Vanguard Group Inc. ($128.8M) and State Street Corp. ($89.2M). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- H2O America
- Filed as
- SJW GROUP (Q4 2024)
- CUSIP
- 784305104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $14.2M |
| Exits | 43 | $29.0M |
All 13F filers, Q3 2024 → Q4 2024: 2,432,865 shares bought and 1,732,034 shares sold, net +700,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 240 holders
| BlackRock, Inc. | 0.01% | Add +5.7% | 6,315,827 | $310.9M |
| Vanguard Group Inc. | 0.00% | Add +2.8% | 2,617,642 | $128.8M |
| State Street Corp. | 0.00% | Add +12.5% | 1,811,792 | $89.2M |
| Cerity Partners LLC | 0.16% | Add +0.1% | 1,459,365 | $71.8M |
| First Trust Advisors LP | 0.06% | Add +196.9% | 1,317,721 | $64.9M |
| Amundi | 0.02% | Reduce -4.2% | 1,310,658 | $63.7M |
| Nuance Investments, LLC | 2.50% | Add +4.3% | 1,256,548 | $61.9M |
| Geode Capital Management, LLC | 0.00% | Add +3.2% | 745,624 | $36.7M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -3.0% | 694,811 | $34.2M |
| Invesco Ltd. | 0.01% | Add +1.0% | 571,505 | $28.1M |
| Morgan Stanley | 0.00% | Reduce -22.5% | 536,987 | $26.4M |
| KBC Group NV | 0.06% | Reduce -13.5% | 410,130 | $20.2M |
| Northern Trust Corp. | 0.00% | Add +4.5% | 402,453 | $19.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.7% | 390,911 | $19.2M |
| Legal & General Group Plc | 0.00% | Reduce -1.5% | 362,133 | $17.8M |
| Bank of New York Mellon Corp | 0.00% | Add +6.2% | 327,589 | $16.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.3% | 316,271 | $15.6M |
| Schroder Investment Management Group | 0.01% | Add +3.8% | 291,580 | $14.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -36.2% | 234,430 | $11.5M |
| Norges Bank | 0.00% | Add +124.3% | 208,360 | $10.3M |
| Victory Capital Management Inc. | 0.01% | Reduce -4.9% | 166,126 | $8.2M |
| ProShare Advisors LLC | 0.02% | Add +22.9% | 159,074 | $7.8M |
| JPMorgan Chase & Co. | 0.00% | Add +131.4% | 153,687 | $7.6M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -27.8% | 153,198 | $7.5M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -22.7% | 147,481 | $7.3M |
| Principal Financial Group Inc. | 0.00% | Add +4.5% | 146,914 | $7.2M |
| Gabelli Funds LLC | 0.05% | No change | 146,255 | $7.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +6.2% | 134,039 | $6.6M |
| Bank of America Corp. | 0.00% | Add +20.7% | 133,241 | $6.6M |
| Rhumbline Advisers | 0.00% | Reduce -4.5% | 107,199 | $5.3M |
| First Manhattan Co. Llc. | 0.01% | Reduce -7.2% | 103,277 | $5.1M |
| Thematics Asset Management | 0.21% | No change | 96,246 | $4.7M |
| UBS Group AG | 0.00% | Reduce -8.2% | 89,389 | $4.4M |
| Public Sector Pension Investment Board | 0.02% | Add +19.4% | 75,438 | $3.7M |
| Clean Yield Group | 1.17% | Reduce -23.9% | 74,708 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -32.1% | 72,579 | $3.6M |
| Renaissance Technologies | 0.01% | Reduce -38.2% | 70,900 | $3.5M |
| Barclays PLC | 0.00% | Add +13.2% | 68,086 | $3.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -6.1% | 65,341 | $3.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +1.5% | 62,284 | $3.1M |
| Swiss National Bank | 0.00% | Add +2.0% | 61,100 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -7.6% | 51,538 | $2.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.02% | New | 49,400 | $2.4M |
| Confluence Investment Management LLC | 0.03% | Reduce -7.5% | 49,167 | $2.4M |
| Verition Fund Management LLC | 0.01% | New | 47,968 | $2.4M |
| GAMCO Investors | 0.02% | No change | 47,750 | $2.4M |
| Deutsche Bank AG | 0.00% | Add +20.6% | 47,167 | $2.3M |
| Citigroup Inc. | 0.00% | Add +14.1% | 46,449 | $2.3M |
| Franklin Resources Inc. | 0.00% | Add +4.0% | 44,518 | $2.2M |
| Keynote Financial Services LLC | 1.67% | Add +49.1% | 43,880 | $2.2M |
| Swiss Life Asset Management Ltd | 0.02% | New | 43,671 | $2.1M |
| New Age Alpha Advisors, LLC | 0.08% | New | 42,246 | $2.1M |
| FMR LLC | 0.00% | Reduce -55.7% | 40,921 | $2.0M |
| Millennium Management | 0.00% | Reduce -83.6% | 39,568 | $1.9M |
| Raymond James Financial Inc. | 0.00% | — | 39,448 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +11.6% | 38,063 | $1.9M |
| Canada Pension Plan Investment Board | 0.00% | Add +120.0% | 37,400 | $1.8M |
| Storebrand Asset Management As | 0.01% | Reduce -0.3% | 37,058 | $1.8M |
| Susquehanna Fundamental Investments, LLC | 0.03% | — | 36,325 | $1.8M |
| Maryland State Retirement & Pension System | 0.04% | Add +0.4% | 35,019 | $1.7M |
| North Star Investment Management Corp. | 0.12% | Add +62400.0% | 35,000 | $1.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -9.7% | 34,197 | $1.7M |
| Guggenheim Capital LLC | 0.01% | Add +7.3% | 34,018 | $1.7M |
| E. Ohman J:or Asset Management AB | 0.04% | No change | 32,533 | $1.6M |
| SG Americas Securities, LLC | 0.01% | Add +195.7% | 31,919 | $1.6M |
| Engineers Gate Manager LP | 0.03% | Reduce -10.3% | 31,496 | $1.6M |
| Prudential Financial Inc. | 0.00% | Reduce -1.6% | 30,337 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +55.9% | 29,900 | $1.5M |
| California State Teachers Retirement System | 0.00% | Add +0.3% | 29,240 | $1.4M |
| Clear Harbor Asset Management, LLC | 0.12% | Reduce -2.2% | 29,111 | $1.4M |
| Two Sigma Advisers, LP | 0.00% | Reduce -5.8% | 27,800 | $1.4M |
| Duff & Phelps Investment Management Co. | 0.02% | Reduce -2.5% | 26,723 | $1.3M |
| Chatham Capital Group, Inc. | 0.21% | Reduce -2.0% | 26,068 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +9.7% | 26,023 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +140.5% | 25,446 | $1.3M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.15% | Reduce -59.4% | 25,031 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.1% | 24,679 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -47.9% | 24,350 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +8.5% | 23,964 | $1.2M |
| Dark Forest Capital Management LP | 0.17% | New | 23,548 | $1.2M |
| Atom Investors LP | 0.14% | Reduce -55.4% | 23,402 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.1% | 23,390 | $1.2M |
| Man Group plc | 0.00% | Add +136.2% | 21,999 | $1.1M |
| Cubist Systematic Strategies, LLC | 0.02% | Add +29.1% | 21,911 | $1.1M |
| Mariner, LLC | 0.00% | Add +13.5% | 21,527 | $1.1M |
| Magellan Asset Management Ltd | 0.01% | Reduce -15.0% | 21,268 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -22.9% | 20,895 | $1.0M |
| D. E. Shaw & Co. | 0.00% | Reduce -9.7% | 20,548 | $1.0M |
| State of Wisconsin Investment Board | 0.00% | Reduce -2.9% | 20,256 | $997K |
| MetLife Investment Management, LLC | 0.01% | Add +7.6% | 19,932 | $981K |
| Macquarie Group Ltd. | 0.00% | Reduce -44.7% | 19,577 | $964K |
| Vontobel Holding Ltd. | 0.00% | Add +1.9% | 18,930 | $932K |
| First National Corp. /Ma/ | 0.21% | New | 18,919 | $931K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 18,358 | $904K |
| CenterBook Partners LP | 0.05% | Add +25.4% | 18,164 | $894K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -6.5% | 17,937 | $883K |
| Balyasny Asset Management L.P. | 0.00% | Add +0.9% | 17,702 | $871K |
| Corebridge Financial, Inc. | 0.00% | Reduce -5.7% | 17,696 | $871K |
| State of Alaska, Department of Revenue | 0.01% | Add +1.2% | 17,198 | $846K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.1% | 17,152 | $844K |
| Allianz Asset Management GmbH | 0.00% | No change | 16,793 | $827K |
| Illinois Municipal Retirement Fund | 0.01% | Add +7.6% | 16,555 | $815K |
| AQR Capital Management | 0.00% | Reduce -35.1% | 15,814 | $778K |
| New York State Teachers Retirement System | 0.00% | No change | 15,348 | $755K |
| Bank of Montreal | 0.00% | Reduce -30.3% | 15,143 | $745K |
| Janus Henderson Group PLC | 0.00% | No change | 14,947 | $736K |
| Voya Investment Management LLC | 0.00% | Add +37.8% | 14,687 | $723K |
| Louisiana State Employees Retirement System | 0.01% | Add +1.4% | 14,600 | $719K |
| Intech Investment Management LLC | 0.01% | Add +166.6% | 14,093 | $694K |
| Squarepoint Ops LLC | 0.00% | New | 13,419 | $660K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -3.7% | 12,990 | $644K |
| Comerica Bank | 0.00% | Reduce -2.7% | 12,779 | $629K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -9.1% | 12,704 | $626K |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.8% | 11,459 | $564K |
| TD Asset Management Inc | 0.00% | Reduce -56.5% | 11,400 | $561K |
| New York State Common Retirement Fund | 0.00% | No change | 11,369 | $560K |
| Handelsbanken Fonder AB | 0.00% | Reduce -2.0% | 10,704 | $527K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 10,536 | $519K |
| Voloridge Investment Management, LLC | 0.00% | Add +100.2% | 10,526 | $518K |
| Aquatic Capital Management LLC | 0.01% | Add +139.1% | 10,279 | $506K |
| Stifel Financial Corp. | 0.00% | Add +2.2% | 10,270 | $505K |
| Versor Investments LP | 0.08% | Add +42.0% | 9,989 | $492K |
| Van Eck Associates Corp. | 0.00% | Add +9.2% | 9,878 | $486K |
| AlphaQuest LLC | 0.06% | Add +76.9% | 9,807 | $483K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -73.9% | 9,735 | $479K |
| Creative Planning | 0.00% | Reduce -27.8% | 9,314 | $458K |
| Arizona State Retirement System | 0.00% | Add +2.2% | 9,015 | $444K |
| Amalgamated Bank | 0.00% | Add +0.2% | 8,929 | $439K |
| Daiwa Securities Group Inc. | 0.00% | Add +12.1% | 8,929 | $439K |
| Manchester Capital Management LLC | 0.05% | No change | 8,652 | $426K |
| Ieq Capital, LLC | 0.00% | New | 8,540 | $420K |
| Quadrature Capital Ltd | 0.01% | New | 8,373 | $412K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,211 | $404K |
| Lido Advisors, LLC | 0.00% | No change | 8,154 | $401K |
| Sei Investments Co. | 0.00% | Add +2.2% | 7,630 | $376K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.9% | 7,601 | $374K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.4% | 7,110 | $350K |
| Canvas Wealth Advisors, LLC | 0.09% | Add +8.4% | 7,038 | $346K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 7,001 | $345K |
| Ballentine Partners, LLC | 0.01% | Add +26.4% | 6,943 | $342K |
| Jump Financial, LLC | 0.01% | Reduce -68.2% | 6,685 | $329K |
| Pictet Asset Management Holding SA | 0.00% | Add +24.7% | 6,669 | $328K |
| ExodusPoint Capital Management, LP | 0.00% | New | 6,655 | $328K |
| EntryPoint Capital, LLC | 0.13% | Add +75.6% | 6,389 | $314K |
| Royal Bank of Canada | 0.00% | Reduce -14.2% | 6,306 | $310K |
| Ethic Inc. | 0.01% | Reduce -57.2% | 6,195 | $305K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -18.2% | 6,141 | $302K |
| KLP Kapitalforvaltning As | 0.00% | — | 6,100 | $300K |
| SOL Capital Management CO | 0.03% | No change | 6,000 | $295K |
| Arete Wealth Advisors, LLC | 0.02% | New | 5,722 | $281K |
| Atria Investments, Inc | 0.00% | Reduce -7.1% | 5,487 | $270K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Add +12.0% | 5,484 | $270K |
| One Capital Management, LLC | 0.01% | No change | 5,437 | $268K |
| Algert Global LLC | 0.01% | Reduce -25.6% | 5,291 | $260K |
| HSBC Holdings PLC | 0.00% | Reduce -35.7% | 5,279 | $259K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 5,233 | $258K |
| Inceptionr LLC | 0.05% | Reduce -19.4% | 4,938 | $243K |
| Allworth Financial LP | 0.00% | Reduce -3.9% | 5,215 | $240K |
| Two Sigma Securities, LLC | 0.04% | New | 4,736 | $233K |
| Prosperity Consulting Group, LLC | 0.02% | New | 4,675 | $230K |
| Mutual of America Capital Management LLC | 0.00% | Add +2.3% | 4,583 | $226K |
| Centiva Capital, LP | 0.01% | Reduce -48.3% | 4,478 | $220K |
| HighTower Advisors, LLC | 0.00% | Add +5.5% | 4,430 | $218K |
| Petrus Trust Company, LTA | 0.02% | No change | 4,420 | $218K |
| IFM Investors Pty Ltd | 0.00% | No change | 4,342 | $214K |
| ELCO Management Co., LLC | 0.11% | New | 4,314 | $212K |
| iSAM Funds (UK) Ltd | 0.16% | New | 4,238 | $209K |
| Parkworth Wealth Management, Inc. | 0.15% | — | 3,623 | $178K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,307 | $163K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -23.6% | 2,872 | $141K |
| Creative Financial Designs Inc. | 0.01% | Reduce -29.1% | 2,179 | $107K |
| PNC Financial Services Group, Inc. | 0.00% | Add +47.9% | 2,079 | $102K |
| Global Retirement Partners, LLC | 0.00% | Reduce -13.3% | 1,687 | $83K |
| Ostrum Asset Management | 0.01% | Add +159.2% | 1,200 | $59K |
| Sterling Capital Management LLC | 0.00% | Add +842.0% | 1,055 | $52K |
| Natixis Investment Managers International | 0.00% | No change | 930 | $46K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -78.7% | 873 | $43K |
| Private Trust Co. NA | 0.00% | No change | 855 | $42K |
| US Bancorp \de | 0.00% | Reduce -34.3% | 825 | $41K |
| Clarity Asset Management, Inc. | 0.02% | Add +0.7% | 767 | $38K |
| Russell Investments Group, Ltd. | 0.00% | Add +64.4% | 766 | $38K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -3.1% | 754 | $37K |
| Quarry LP | 0.01% | Add +123.4% | 668 | $33K |
| Osaic Holdings, Inc. | 0.00% | Add +28.3% | 480 | $24K |
| GAMMA Investing LLC | 0.00% | Add +33.1% | 462 | $23K |
| Public Employees Retirement System of Ohio | 0.00% | New | 446 | $22K |
| Spire Wealth Management | 0.00% | No change | 440 | $22K |
| Cwm, LLC | 0.00% | Reduce -55.4% | 410 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 400 | $20K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 352 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Add +3.8% | 325 | $16K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -8.4% | 285 | $14K |
| Bessemer Group Inc. | 0.00% | Reduce -2.9% | 267 | $13K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -0.8% | 256 | $13K |
| West Oak Capital, LLC | 0.01% | No change | 250 | $12K |
| Fifth Third Bancorp | 0.00% | Add +10.9% | 203 | $10K |
| Versant Capital Management, Inc | 0.00% | New | 202 | $10K |
| Estabrook Capital Management | 0.00% | Add +0.5% | 202 | $10K |
| Blue Trust, Inc. | 0.00% | Add +566.7% | 200 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +85.4% | 178 | $9K |
| Quadrant Capital Group LLC | 0.00% | Reduce -69.3% | 172 | $8K |
| Lindbrook Capital, LLC | 0.00% | Reduce -7.8% | 166 | $8K |
| True Wealth Design, LLC | 0.00% | New | 165 | $8K |
| Point72 Hong Kong Ltd | 0.00% | New | 155 | $8K |
| Signaturefd, LLC | 0.00% | Reduce -56.4% | 150 | $7K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +20.2% | 125 | $6K |
| Danske Bank A/S | 0.00% | Reduce -90.0% | 100 | $5K |
| VSM Wealth Advisory, LLC | 0.00% | — | 97 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +672.7% | 85 | $4K |
| Leonteq Securities AG | 0.00% | New | 83 | $4K |
| SBI Securities Co., Ltd. | 0.00% | — | 83 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -37.0% | 80 | $4K |
| Ameriflex Group, Inc. | 0.00% | — | 69 | $3K |
| Simplex Trading, LLC | 0.00% | Add +50.0% | 72 | $3K |
| R Squared Ltd | 0.00% | — | 30 | $1K |
| Parallel Advisors, LLC | 0.00% | Reduce -15.4% | 22 | $1K |
| Covestor Ltd | 0.00% | Add +100.0% | 16 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $984 |
| Cornerstone Planning Group LLC | 0.00% | New | 17 | $834 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 15 | $743 |
| Rothschild Investment LLC | 0.00% | Reduce -62.5% | 15 | $738 |
| UMB Bank, n.a. | 0.00% | Reduce -80.0% | 14 | $689 |
| Financial Gravity Companies, Inc. | 0.00% | Add +20.0% | 12 | $591 |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 11 | $541 |
| Riverview Trust Co | 0.00% | New | 10 | $492 |
| Bell Investment Advisors, Inc | 0.00% | No change | 9 | $443 |
| Parkside Financial Bank & Trust | 0.00% | No change | 8 | $394 |
| Principal Securities, Inc. | 0.00% | New | 7 | $345 |
| MAI Capital Management | 0.00% | New | 6 | $296 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -68.4% | 6 | $296 |
| Abound Wealth Management | 0.00% | No change | 4 | $197 |
| Point72 (DIFC) Ltd | 0.00% | Reduce -99.6% | 3 | $168 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -66.7% | 2 | $99 |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 2 | $98 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $98 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -83.3% | 1 | $50 |
| Huntington National Bank | 0.00% | Reduce -83.3% | 1 | $49 |
| IFP Advisors, Inc | 0.00% | New | 1 | $49 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $49 |
| Hemington Wealth Management | 0.00% | Reduce -50.0% | 7 | $0 |
"% of holder's portfolio" is HTO's weight in each manager's 13F, not the share of H2O America the manager owns.