H2O AmericaHTO
13F holders, Q1 2026 (March 31)313holders +34
62new positions
30sold out
8famous investors
$58.66avg. 13F price*
At the end of Q1 2026, 313 institutions reported holding H2O America (HTO) in their 13F filings, up 34 from Q4 2025. 62 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($376.5M), ATLAS Infrastructure Partners (UK) Ltd. ($265.9M) and ANTIPODES PARTNERS Ltd ($132.0M). 8 famous investors held it, including George Soros (1.3% of Soros Fund Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- H2O America
- CUSIP
- 784305104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $300.9M |
| Exits | 30 | $33.9M |
All 13F filers, Q4 2025 → Q1 2026: 17,665,070 shares bought and 3,314,666 shares sold, net +14,350,404 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 313 holders
| BlackRock, Inc. | 0.01% | Reduce -3.6% | 6,417,733 | $376.5M |
| ATLAS Infrastructure Partners (UK) Ltd. | 9.36% | Add +675.9% | 4,532,084 | $265.9M |
| ANTIPODES PARTNERS Ltd | 2.54% | Add +485.8% | 2,249,029 | $132.0M |
| Vanguard Capital Management LLC | 0.00% | — | 1,687,253 | $99.0M |
| Wellington Management Group LLP | 0.02% | New | 1,613,571 | $94.7M |
| Cohen & Steers, Inc. | 0.16% | Add +195.3% | 1,607,964 | $94.3M |
| State Street Corp. | 0.00% | Add +5.3% | 1,431,151 | $84.0M |
| Cerity Partners LLC | 0.11% | Reduce -9.4% | 1,309,679 | $76.8M |
| Soros Fund Management | 1.33% | New | 1,228,747 | $72.1M |
| Vanguard Portfolio Management LLC | 0.00% | — | 1,169,078 | $68.6M |
| Amundi | 0.02% | Reduce -32.5% | 1,156,952 | $67.9M |
| Zimmer Partners, LP | 1.50% | Add +2184.6% | 1,001,000 | $58.7M |
| Victory Capital Management Inc. | 0.03% | Add +94.7% | 911,895 | $53.5M |
| Geode Capital Management, LLC | 0.00% | Add +7.8% | 897,076 | $52.6M |
| Yaupon Capital Management LP | 2.59% | Add +796.5% | 895,435 | $52.5M |
| Morgan Stanley | 0.00% | Reduce -42.9% | 781,201 | $45.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +7.0% | 705,345 | $41.4M |
| Invesco Ltd. | 0.00% | Add +8.4% | 700,595 | $41.1M |
| KBC Group NV | 0.09% | Add +41.9% | 593,161 | $34.8M |
| Schroder Investment Management Group | 0.03% | Add +253.1% | 586,940 | $34.6M |
| Legal & General Group Plc | 0.01% | Reduce -4.5% | 543,482 | $31.9M |
| First Trust Advisors LP | 0.02% | Add +5.9% | 531,987 | $31.2M |
| Resolution Capital Ltd | 0.60% | Add +105.8% | 482,460 | $28.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +11.2% | 482,170 | $28.3M |
| Citadel Advisors | 0.02% | Add +529.7% | 416,111 | $24.4M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.08% | New | 409,650 | $24.0M |
| Nuance Investments, LLC | 3.20% | Reduce -56.8% | 391,646 | $23.0M |
| Northern Trust Corp. | 0.00% | Add +8.8% | 373,310 | $21.9M |
| Point72 Asset Management | 0.04% | New | 371,129 | $21.8M |
| Millennium Management | 0.02% | Add +7074.2% | 343,789 | $20.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.1% | 342,043 | $20.1M |
| Bank of America Corp. | 0.00% | Add +128.9% | 264,887 | $15.5M |
| Two Sigma Investments, LP | 0.01% | Add +27.1% | 250,332 | $14.7M |
| Ausbil Investment Management Ltd | 7.10% | Add +359.9% | 244,282 | $14.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 240,956 | $14.1M |
| Nuveen, LLC | 0.00% | Add +27.0% | 232,092 | $13.6M |
| BW Gestao de Investimentos Ltda. | 0.58% | Add +172.1% | 220,941 | $13.0M |
| Mirova | 0.47% | New | 195,246 | $11.5M |
| Bank of New York Mellon Corp | 0.00% | Add +3.9% | 190,189 | $11.2M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -28.2% | 182,853 | $10.7M |
| Principal Financial Group Inc. | 0.01% | Add +14.3% | 181,412 | $10.6M |
| AQR Capital Management | 0.00% | Add +11.0% | 171,652 | $10.1M |
| Vennlight Capital Management, LP | 9.62% | New | 162,217 | $9.5M |
| Renaissance Technologies | 0.01% | Add +88.0% | 157,900 | $9.3M |
| UBS Group AG | 0.00% | Add +33.4% | 149,943 | $8.8M |
| Gabelli Funds LLC | 0.06% | Add +1.4% | 149,647 | $8.8M |
| Rokos Capital Management LLP | 0.14% | New | 135,116 | $7.9M |
| Public Sector Pension Investment Board | 0.02% | Add +16.0% | 133,676 | $7.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.8% | 131,696 | $7.7M |
| Franklin Resources Inc. | 0.00% | Add +192.4% | 118,879 | $7.0M |
| Sei Investments Co. | 0.01% | Add +57.5% | 115,943 | $6.8M |
| ProShare Advisors LLC | 0.01% | Reduce -13.9% | 115,855 | $6.8M |
| HRT Financial LP | 0.02% | Add +275.3% | 113,152 | $6.6M |
| State of Wisconsin Investment Board | 0.02% | Add +549.7% | 112,568 | $6.6M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -0.3% | 112,555 | $6.6M |
| Duff & Phelps Investment Management Co. | 0.07% | New | 111,795 | $6.6M |
| Rhumbline Advisers | 0.01% | Add +9.3% | 110,646 | $6.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +67.1% | 105,961 | $6.2M |
| Squarepoint Ops LLC | 0.01% | New | 105,642 | $6.2M |
| Jane Street Group, LLC | 0.01% | Add +258.1% | 103,942 | $6.1M |
| Jennison Associates LLC | 0.00% | Add +486.9% | 101,146 | $5.9M |
| Ghisallo Capital Management LLC | 0.16% | New | 100,000 | $5.9M |
| Reaves W H & Co. Inc. | 0.10% | New | 100,000 | $5.9M |
| Prospera Financial Services Inc | 0.09% | Add +2.4% | 90,012 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.3% | 89,831 | $5.3M |
| CIBC Bancorp USA Inc. | 0.01% | — | 89,329 | $5.2M |
| Boston Trust Walden Corp | 0.04% | New | 82,722 | $4.9M |
| First Manhattan Co. Llc. | 0.01% | Reduce -9.7% | 77,449 | $4.5M |
| Schonfeld Strategic Advisors LLC | 0.04% | New | 76,114 | $4.5M |
| Swiss Life Asset Management Ltd | 0.02% | Add +44.0% | 75,670 | $4.4M |
| Swiss National Bank | 0.00% | Add +10.0% | 72,800 | $4.3M |
| Van Lanschot Kempen Investment Management N.V. | 0.04% | No change | 72,314 | $4.2M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | No change | 66,198 | $3.9M |
| GAMCO Investors | 0.04% | No change | 61,630 | $3.6M |
| Deutsche Bank AG | 0.00% | Add +8.1% | 60,176 | $3.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -3.9% | 60,104 | $3.5M |
| New Age Alpha Advisors, LLC | 0.16% | Reduce -3.6% | 59,457 | $3.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +8.8% | 58,613 | $3.4M |
| Occudo Quantitative Strategies LP | 0.19% | New | 61,361 | $3.4M |
| Keynote Financial Services LLC | 1.73% | Reduce -2.1% | 55,044 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +129.8% | 52,580 | $3.1M |
| E. Ohman J:or Asset Management AB | 0.08% | Add +8.8% | 51,187 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Add +105.2% | 49,866 | $2.9M |
| Mariner, LLC | 0.00% | Add +2.4% | 47,989 | $2.8M |
| Quantbot Technologies LP | 0.11% | New | 46,755 | $2.7M |
| Clean Yield Group | 0.77% | Add +8.7% | 46,418 | $2.7M |
| North Star Investment Management Corp. | 0.16% | No change | 44,800 | $2.6M |
| Quantinno Capital Management LP | 0.00% | Add +105.7% | 41,960 | $2.5M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -7.1% | 41,909 | $2.5M |
| Lazard Asset Management LLC | 0.00% | New | 40,630 | $2.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.5% | 40,189 | $2.4M |
| D. E. Shaw & Co. | 0.00% | New | 39,175 | $2.3M |
| Maryland State Retirement & Pension System | 0.05% | Add +7.9% | 38,600 | $2.3M |
| Prudential Financial Inc. | 0.00% | Add +21.1% | 37,733 | $2.2M |
| Brevan Howard Capital Management LP | 0.02% | Add +228.6% | 36,915 | $2.2M |
| Balyasny Asset Management L.P. | 0.00% | Add +94.6% | 36,794 | $2.2M |
| Federated Hermes, Inc. | 0.00% | Add +4.5% | 35,783 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.8% | 35,284 | $2.1M |
| South Dakota Investment Council | 0.04% | New | 33,900 | $2.0M |
| Alliancebernstein L.P. | 0.00% | No change | 39,701 | $1.9M |
"% of holder's portfolio" is HTO's weight in each manager's 13F, not the share of H2O America the manager owns.