H2O AmericaHTO
13F holders, Q1 2025 (March 31)253holders +13
45new positions
31sold out
6famous investors
$54.58avg. 13F price*
At the end of Q1 2025, 253 institutions reported holding H2O America (HTO) in their 13F filings, up 13 from Q4 2024. 45 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($326.2M), Vanguard Group Inc. ($146.3M) and Cerity Partners LLC ($80.0M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- H2O America
- Filed as
- SJW GROUP (Q1 2025)
- CUSIP
- 784305104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $83.1M |
| Exits | 31 | $25.9M |
All 13F filers, Q4 2024 → Q1 2025: 3,054,259 shares bought and 2,130,755 shares sold, net +923,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| BlackRock, Inc. | 0.01% | Reduce -5.5% | 5,964,998 | $326.2M |
| Vanguard Group Inc. | 0.00% | Add +2.2% | 2,675,488 | $146.3M |
| Cerity Partners LLC | 0.16% | Add +0.2% | 1,462,249 | $80.0M |
| State Street Corp. | 0.00% | Reduce -25.6% | 1,347,452 | $73.7M |
| First Trust Advisors LP | 0.06% | Reduce -1.7% | 1,295,831 | $70.9M |
| Amundi | 0.02% | Reduce -7.5% | 1,212,318 | $66.3M |
| Nuance Investments, LLC | 4.20% | Reduce -7.0% | 1,167,968 | $63.9M |
| Geode Capital Management, LLC | 0.00% | Add +6.3% | 792,392 | $43.3M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.9% | 660,534 | $36.1M |
| CIBC Private Wealth Group LLC | 0.08% | New | 700,000 | $35.7M |
| Invesco Ltd. | 0.01% | Add +8.2% | 618,481 | $33.8M |
| Morgan Stanley | 0.00% | Add +1.8% | 546,696 | $29.9M |
| Legal & General Group Plc | 0.01% | Add +23.7% | 447,977 | $24.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.9% | 417,854 | $22.9M |
| KBC Group NV | 0.07% | No change | 410,130 | $22.4M |
| Schroder Investment Management Group | 0.02% | Add +41.3% | 411,926 | $22.1M |
| Northern Trust Corp. | 0.00% | Reduce -0.7% | 399,829 | $21.9M |
| Bank of New York Mellon Corp | 0.00% | Add +6.8% | 349,823 | $19.1M |
| Victory Capital Management Inc. | 0.02% | Add +101.8% | 335,164 | $18.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.1% | 322,971 | $17.7M |
| Marshall Wace, LLP | 0.02% | New | 270,499 | $14.8M |
| Nuveen, LLC | 0.00% | — | 266,406 | $14.6M |
| Assenagon Asset Management S.A. | 0.02% | Add +58.8% | 243,229 | $13.3M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | New | 214,660 | $11.7M |
| Duff & Phelps Investment Management Co. | 0.12% | Add +582.2% | 182,302 | $10.0M |
| Principal Financial Group Inc. | 0.00% | Add +2.7% | 150,907 | $8.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +12.3% | 150,530 | $8.2M |
| Gabelli Funds LLC | 0.06% | Add +0.1% | 146,455 | $8.0M |
| ProShare Advisors LLC | 0.02% | Reduce -12.7% | 138,848 | $7.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.4% | 117,759 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Add +53.2% | 111,214 | $6.1M |
| Rhumbline Advisers | 0.01% | Reduce -4.6% | 102,306 | $5.6M |
| First Manhattan Co. Llc. | 0.02% | Reduce -3.0% | 100,202 | $5.5M |
| Thematics Asset Management | 0.27% | No change | 96,246 | $5.3M |
| Public Sector Pension Investment Board | 0.02% | Add +27.1% | 95,919 | $5.2M |
| Franklin Resources Inc. | 0.00% | Add +112.9% | 94,769 | $5.2M |
| UBS Group AG | 0.00% | Add +2.5% | 91,647 | $5.0M |
| Mutual of America Capital Management LLC | 0.06% | Add +1869.7% | 90,272 | $4.9M |
| Bank of America Corp. | 0.00% | Reduce -35.3% | 86,192 | $4.7M |
| Zimmer Partners, LP | 0.09% | New | 83,000 | $4.5M |
| Cubist Systematic Strategies, LLC | 0.06% | Add +251.9% | 77,101 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Add +171.6% | 69,102 | $3.8M |
| New Age Alpha Advisors, LLC | 0.16% | Add +55.1% | 65,521 | $3.6M |
| Clean Yield Group | 1.14% | Reduce -14.0% | 64,220 | $3.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +1.3% | 63,066 | $3.4M |
| Swiss National Bank | 0.00% | No change | 61,100 | $3.3M |
| GAMCO Investors | 0.03% | Add +21.4% | 57,965 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Add +66.5% | 56,940 | $3.1M |
| Jane Street Group, LLC | 0.01% | New | 56,701 | $3.1M |
| Confluence Investment Management LLC | 0.04% | Add +7.9% | 53,044 | $2.9M |
| Barclays PLC | 0.00% | Reduce -23.8% | 51,885 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -3.2% | 49,899 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Add +23.1% | 48,572 | $2.7M |
| Renaissance Technologies | 0.00% | Reduce -33.1% | 47,400 | $2.6M |
| Citigroup Inc. | 0.00% | Add +1.7% | 47,231 | $2.6M |
| E. Ohman J:or Asset Management AB | 0.07% | Add +44.6% | 47,030 | $2.6M |
| Keynote Financial Services LLC | 1.81% | Add +4.7% | 45,928 | $2.5M |
| Deutsche Bank AG | 0.00% | Reduce -4.7% | 44,970 | $2.5M |
| North Star Investment Management Corp. | 0.18% | Add +28.0% | 44,800 | $2.5M |
| Swiss Life Asset Management Ltd | 0.02% | Add +0.9% | 44,066 | $2.4M |
| CenterBook Partners LP | 0.14% | Add +127.7% | 41,362 | $2.3M |
| First National Corp. /Ma/ | 0.49% | Add +113.5% | 40,388 | $2.2M |
| Atom Investors LP | 0.27% | Add +70.4% | 39,882 | $2.2M |
| Wells Fargo & Company | 0.00% | Add +45.7% | 37,910 | $2.1M |
| Storebrand Asset Management As | 0.01% | Reduce -2.3% | 36,199 | $2.0M |
| Mariner, LLC | 0.00% | Add +60.6% | 34,566 | $1.9M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -1.5% | 34,501 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -77.0% | 33,873 | $1.9M |
| Exchange Traded Concepts, LLC | 0.03% | Add +162.8% | 33,391 | $1.8M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Reduce -8.7% | 33,166 | $1.8M |
| Balyasny Asset Management L.P. | 0.00% | Add +84.3% | 32,629 | $1.8M |
| Trexquant Investment LP | 0.02% | New | 30,153 | $1.6M |
| Prudential Financial Inc. | 0.00% | Reduce -1.8% | 29,787 | $1.6M |
| Clear Harbor Asset Management, LLC | 0.13% | Add +1.3% | 29,496 | $1.6M |
| California State Teachers Retirement System | 0.00% | Reduce -2.7% | 28,446 | $1.6M |
| AQR Capital Management | 0.00% | Add +77.9% | 28,131 | $1.5M |
| CoreCommodity Management, LLC | 0.25% | New | 28,124 | $1.5M |
| Chatham Capital Group, Inc. | 0.25% | Add +4.1% | 27,148 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.3% | 26,972 | $1.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 26,800 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.0% | 26,131 | $1.4M |
| Voya Investment Management LLC | 0.00% | Add +76.1% | 25,858 | $1.4M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.16% | Add +1.5% | 25,406 | $1.4M |
| ExodusPoint Capital Management, LP | 0.02% | Add +266.5% | 24,393 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 22,227 | $1.2M |
| Magellan Asset Management Ltd | 0.01% | No change | 21,268 | $1.2M |
| State of Wisconsin Investment Board | 0.00% | Add +2.3% | 20,718 | $1.1M |
| Sei Investments Co. | 0.00% | Add +158.1% | 19,694 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.4% | 19,663 | $1.1M |
| HRT Financial LP | 0.01% | New | 19,254 | $1.1M |
| Jump Financial, LLC | 0.02% | Add +182.4% | 18,877 | $1.0M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 18,358 | $1.0M |
| New York State Teachers Retirement System | 0.00% | Add +19.1% | 18,274 | $999K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 17,937 | $981K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.5% | 17,926 | $980K |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 17,363 | $950K |
| Citadel Advisors | 0.00% | Reduce -29.8% | 17,099 | $935K |
| Vontobel Holding Ltd. | 0.00% | Reduce -10.2% | 17,007 | $930K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.5% | 16,768 | $917K |
| Guggenheim Capital LLC | 0.01% | Reduce -51.4% | 16,525 | $904K |
"% of holder's portfolio" is HTO's weight in each manager's 13F, not the share of H2O America the manager owns.