# H2O AMERICA (HTO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HTO/

- Reporting holders: 9
- Reported value: $11.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Ausbil Investment Management Ltd](https://holderbook.com/funds/1966036-ausbil-investment-management-ltd/) | $10.5M | 169,944 | 5.3% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $409.4K | 6,643 | 0.0% | 11 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $227.8K | 3,697 | 0.1% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $211.5K | 3,432 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $60.4K | 980 | 0.0% | 8 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $7.3K | 119 | 0.0% | 16 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $2.8K | 45 | 0.0% | 1 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $309 | 5 | 0.0% | 4 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $123 | 2 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $11.4M |
| Q2 2026 | 319 | $2.8B |
| Q1 2026 | 315 | $2.7B |
| Q4 2025 | 281 | $1.5B |
| Q3 2025 | 279 | $1.4B |
| Q2 2025 | 261 | $1.5B |
| Q1 2025 | 249 | $1.5B |
| Q4 2024 | 238 | $1.3B |
| Q3 2024 | 249 | $1.5B |
| Q2 2024 | 227 | $1.4B |
| Q1 2024 | 226 | $1.5B |
| Q4 2023 | 228 | $1.6B |