H2O AmericaHTO
13F holders, Q2 2025 (June 30)263holders +10
41new positions
32sold out
6famous investors
$52.07avg. 13F price*
At the end of Q2 2025, 263 institutions reported holding H2O America (HTO) in their 13F filings, up 10 from Q1 2025. 41 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($316.3M), Vanguard Group Inc. ($138.4M) and Cerity Partners LLC ($74.9M). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- H2O America
- CUSIP
- 784305104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $46.2M |
| Exits | 32 | $12.3M |
All 13F filers, Q1 2025 → Q2 2025: 2,674,248 shares bought and 1,975,895 shares sold, net +698,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| BlackRock, Inc. | 0.01% | Add +2.0% | 6,085,926 | $316.3M |
| Vanguard Group Inc. | 0.00% | Reduce -0.5% | 2,662,671 | $138.4M |
| Cerity Partners LLC | 0.13% | Reduce -1.4% | 1,441,496 | $74.9M |
| State Street Corp. | 0.00% | Reduce -4.7% | 1,283,620 | $66.7M |
| Amundi | 0.02% | Add +1.2% | 1,227,345 | $66.7M |
| First Trust Advisors LP | 0.05% | Reduce -9.3% | 1,175,229 | $61.1M |
| Nuance Investments, LLC | 3.91% | Reduce -17.4% | 964,800 | $50.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.1% | 775,841 | $40.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.3% | 662,493 | $34.4M |
| Morgan Stanley | 0.00% | Add +16.6% | 637,534 | $33.1M |
| Invesco Ltd. | 0.01% | Reduce -4.9% | 588,451 | $30.6M |
| Marshall Wace, LLP | 0.03% | Add +87.6% | 507,568 | $26.4M |
| Legal & General Group Plc | 0.01% | Add +8.7% | 486,999 | $25.3M |
| Zimmer Partners, LP | 0.55% | Add +454.2% | 460,000 | $23.9M |
| KBC Group NV | 0.06% | Add +1.3% | 415,255 | $21.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.1% | 413,147 | $21.5M |
| Victory Capital Management Inc. | 0.01% | Add +12.7% | 377,751 | $19.6M |
| Northern Trust Corp. | 0.00% | Reduce -12.8% | 348,496 | $18.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 345,830 | $18.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.4% | 289,270 | $15.0M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -59.9% | 280,630 | $14.6M |
| Nuveen, LLC | 0.00% | Add +1.7% | 270,940 | $14.1M |
| American Century Companies Inc. | 0.01% | New | 262,261 | $13.6M |
| Duff & Phelps Investment Management Co. | 0.14% | Add +27.8% | 232,932 | $12.1M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +5.0% | 225,490 | $11.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +14.9% | 172,985 | $9.0M |
| Principal Financial Group Inc. | 0.00% | Add +2.2% | 154,288 | $8.0M |
| JPMorgan Chase & Co. | 0.00% | Add +26.1% | 148,507 | $7.7M |
| Gabelli Funds LLC | 0.05% | Reduce -0.3% | 145,955 | $7.6M |
| Schroder Investment Management Group | 0.01% | Reduce -69.2% | 126,824 | $6.6M |
| ProShare Advisors LLC | 0.01% | Reduce -10.8% | 123,843 | $6.4M |
| Mutual of America Capital Management LLC | 0.07% | Add +36.7% | 123,373 | $6.4M |
| Two Sigma Investments, LP | 0.01% | Add +640.0% | 119,956 | $6.2M |
| Franklin Resources Inc. | 0.00% | Add +16.6% | 110,477 | $5.7M |
| UBS Group AG | 0.00% | Add +19.7% | 109,677 | $5.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.9% | 109,160 | $5.7M |
| Thematics Asset Management | 0.25% | Add +10.4% | 106,246 | $5.5M |
| Public Sector Pension Investment Board | 0.02% | Add +10.5% | 106,002 | $5.5M |
| Rhumbline Advisers | 0.00% | Add +3.0% | 105,416 | $5.5M |
| Norges Bank | 0.00% | New | 101,207 | $5.3M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 100,000 | $5.2M |
| Vennlight Capital Management, LP | 5.38% | New | 94,266 | $4.9M |
| First Manhattan Co. Llc. | 0.01% | Reduce -6.3% | 93,938 | $4.9M |
| Bank of America Corp. | 0.00% | Add +3.8% | 89,470 | $4.6M |
| Alliancebernstein L.P. | 0.00% | Add +47.9% | 84,186 | $4.4M |
| Squarepoint Ops LLC | 0.01% | Add +394.8% | 79,515 | $4.1M |
| Barclays PLC | 0.00% | Add +50.1% | 77,903 | $4.0M |
| AQR Capital Management | 0.00% | Add +167.1% | 75,133 | $3.9M |
| Van Lanschot Kempen Investment Management N.V. | 0.04% | New | 71,016 | $3.7M |
| New Age Alpha Advisors, LLC | 0.14% | Reduce -4.1% | 62,859 | $3.3M |
| Swiss National Bank | 0.00% | Add +1.5% | 62,000 | $3.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -3.4% | 60,907 | $3.2M |
| Atom Investors LP | 0.28% | Add +50.1% | 59,846 | $3.1M |
| GAMCO Investors | 0.03% | Add +1.0% | 58,565 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +7.3% | 53,546 | $2.8M |
| Clean Yield Group | 0.83% | Reduce -16.9% | 53,398 | $2.8M |
| Swiss Life Asset Management Ltd | 0.02% | Add +17.6% | 51,821 | $2.7M |
| Rodgers Brothers Inc. | 0.33% | New | 50,500 | $2.6M |
| FMR LLC | 0.00% | Add +889.9% | 49,436 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -14.8% | 48,329 | $2.5M |
| Confluence Investment Management LLC | 0.04% | Reduce -9.9% | 47,809 | $2.5M |
| Deutsche Bank AG | 0.00% | Add +5.9% | 47,629 | $2.5M |
| CenterBook Partners LP | 0.14% | Add +13.9% | 47,131 | $2.4M |
| E. Ohman J:or Asset Management AB | 0.06% | No change | 47,030 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.2% | 46,140 | $2.4M |
| Keynote Financial Services LLC | 1.63% | Add +0.5% | 46,134 | $2.4M |
| Meritage Portfolio Management | 0.15% | New | 45,550 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | Add +177.8% | 45,531 | $2.4M |
| North Star Investment Management Corp. | 0.16% | No change | 44,800 | $2.3M |
| Millennium Management | 0.00% | Add +386.0% | 40,764 | $2.1M |
| Wells Fargo & Company | 0.00% | Add +5.7% | 40,062 | $2.1M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -49.6% | 38,893 | $2.0M |
| Mariner, LLC | 0.00% | Add +11.0% | 38,380 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -23.0% | 37,407 | $1.9M |
| Maryland State Retirement & Pension System | 0.04% | Add +7.8% | 37,175 | $1.9M |
| First National Corp. /Ma/ | 0.39% | Reduce -8.6% | 36,913 | $1.9M |
| SG Americas Securities, LLC | 0.01% | Add +242.4% | 35,645 | $1.9M |
| Storebrand Asset Management As | 0.01% | Reduce -2.9% | 35,146 | $1.8M |
| Balyasny Asset Management L.P. | 0.00% | Add +7.3% | 35,010 | $1.8M |
| Exchange Traded Concepts, LLC | 0.02% | Add +4.3% | 34,822 | $1.8M |
| Prudential Financial Inc. | 0.00% | Add +9.4% | 32,595 | $1.7M |
| Renaissance Technologies | 0.00% | Reduce -33.1% | 31,700 | $1.6M |
| Aquatic Capital Management LLC | 0.03% | Add +203.3% | 30,438 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -37.0% | 29,738 | $1.5M |
| Clear Harbor Asset Management, LLC | 0.12% | Reduce -0.3% | 29,396 | $1.5M |
| Jackson Creek Investment Advisors LLC | 0.41% | New | 28,990 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.2% | 28,110 | $1.5M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.13% | Add +8.4% | 27,539 | $1.4M |
| CoreCommodity Management, LLC | 0.24% | Reduce -2.2% | 27,508 | $1.4M |
| Chatham Capital Group, Inc. | 0.21% | Reduce -0.6% | 26,988 | $1.4M |
| California State Teachers Retirement System | 0.00% | Reduce -5.8% | 26,784 | $1.4M |
| HRT Financial LP | 0.01% | Add +33.6% | 25,716 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -0.8% | 25,640 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +155.7% | 24,488 | $1.3M |
| Versor Investments LP | 0.22% | Add +289.4% | 24,100 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -7.8% | 24,082 | $1.3M |
| Federated Hermes, Inc. | 0.00% | Add +13045.6% | 23,662 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +2.9% | 22,873 | $1.2M |
| Sei Investments Co. | 0.00% | Add +16.2% | 22,876 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | Add +27.4% | 21,663 | $1.1M |
"% of holder's portfolio" is HTO's weight in each manager's 13F, not the share of H2O America the manager owns.