H2O AMERICA (HTO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
297
Reporting holders
$2.7B
Reported value
104.7%
Of shares outstanding
0.0%
Held as options
+1
Holder change
Institutions report 43,839,651 shares against 41,856,804 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $431.9M | 7,106,413 | 0.01% | 8q | +10.7%+$41.9M |
| ATLAS Infrastructure Partners (UK) Ltd. | $280.3M | 4,612,035 | 8.50% | 3q | +1.8%+$4.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $121.3M | 1,995,839 | 0.02% | 2q | +23.7%+$23.2M |
| ANTIPODES PARTNERS Ltd | $106.9M | 1,759,602 | 1.96% | 3q | -21.8%-$29.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $95.7M | 1,574,377 | 0.00% | 2q | -6.7%-$6.9M |
| STATE STREET CORP | $94.5M | 1,554,683 | 0.00% | 31q | +8.6%+$7.5M |
| Cerity Partners LLC | $79.4M | 1,307,227 | 0.10% | 15q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $76.8M | 1,263,898 | 0.00% | 2q | +8.1%+$5.8M |
| SOROS FUND MANAGEMENT LLC | $76.2M | 1,254,368 | 0.94% | 2q | +2.1%+$1.6M |
| VICTORY CAPITAL MANAGEMENT INC | $71.0M | 1,168,734 | 0.04% | 31q | +28.2%+$15.6M |
| Amundi | $67.2M | 1,105,367 | 0.02% | 21q | -4.5%-$3.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $60.3M | 992,465 | 0.00% | 31q | +10.6%+$5.8M |
| Yaupon Capital Management LP | $51.8M | 851,846 | 1.02% | 3q | -4.9%-$2.6M |
| TWO SIGMA INVESTMENTS, LP | $49.0M | 806,493 | 0.04% | 15q | +222.2%+$33.8M |
| Invesco Ltd. | $47.2M | 776,317 | 0.00% | 31q | +10.8%+$4.6M |
| DIMENSIONAL FUND ADVISORS LP | $43.4M | 714,601 | 0.01% | 31q | +1.3%+$562.5K |
| MORGAN STANLEY | $35.8M | 589,652 | 0.00% | 35q | -24.5%-$11.6M |
| Legal & General Group Plc | $34.8M | 571,546 | 0.01% | 31q | +5.2%+$1.7M |
| Resolution Capital Ltd | $31.3M | 515,795 | 0.58% | 3q | +6.9%+$2.0M |
| Zimmer Partners, LP | $31.2M | 513,500 | 0.72% | 6q | -48.7%-$29.6M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $30.7M | 504,368 | 0.09% | 2q | +23.1%+$5.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $30.6M | 503,037 | 0.00% | 31q | +4.3%+$1.3M |
| Sixth Street Partners Management Company, L.P. | $30.6M | 503,037 | 0.00% | new | NEW |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $30.2M | 494,524 | 0.02% | 31q | -15.7%-$5.6M |
| FIRST TRUST ADVISORS LP | $29.8M | 490,833 | 0.02% | 31q | -7.7%-$2.5M |
| GOLDMAN SACHS GROUP INC | $26.5M | 436,328 | 0.00% | 31q | +27.6%+$5.7M |
| NORTHERN TRUST CORP | $25.2M | 415,397 | 0.00% | 31q | +11.3%+$2.6M |
| Assenagon Asset Management S.A. | $21.9M | 359,820 | 0.01% | new | NEW |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $21.4M | 351,944 | 0.10% | 2q | +57.4%+$7.8M |
| Nuveen, LLC | $20.5M | 337,662 | 0.00% | 6q | +45.5%+$6.4M |
| RAYMOND JAMES FINANCIAL INC | $19.1M | 315,073 | 0.01% | 7q | +1040.5%+$17.5M |
| Public Sector Pension Investment Board | $16.4M | 270,298 | 0.02% | 15q | +102.2%+$8.3M |
| VANGUARD FIDUCIARY TRUST CO | $15.4M | 253,621 | 0.00% | 2q | +5.3%+$769.7K |
| MIROVA | $14.9M | 244,550 | 0.55% | 2q | +25.3%+$3.0M |
| AQR CAPITAL MANAGEMENT LLC | $13.1M | 215,916 | 0.00% | 13q | +25.8%+$2.7M |
| Bank of New York Mellon Corp | $12.5M | 206,376 | 0.00% | 31q | +8.5%+$983.7K |
| Ausbil Investment Management Ltd | $12.3M | 203,028 | 5.58% | 3q | -16.9%-$2.5M |
| PRINCIPAL FINANCIAL GROUP INC | $11.5M | 189,995 | 0.01% | 31q | +4.7%+$521.6K |
| BW Gestao de Investimentos Ltda. | $11.3M | 185,806 | 0.22% | 3q | -15.9%-$2.1M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11.2M | 183,553 | 0.03% | 6q | HELD |
| BANK OF AMERICA CORP /DE/ | $10.8M | 176,992 | 0.00% | 31q | -33.2%-$5.3M |
| Squarepoint Ops LLC | $10.3M | 170,129 | 0.01% | 2q | +61.0%+$3.9M |
| UBS Group AG | $10.2M | 168,194 | 0.00% | 31q | +12.2%+$1.1M |
| GABELLI FUNDS LLC | $9.9M | 162,779 | 0.06% | 31q | +8.8%+$798.0K |
| NUANCE INVESTMENTS, LLC | $9.4M | 154,446 | 1.60% | 31q | -60.6%-$14.4M |
| FRANKLIN RESOURCES INC | $9.1M | 149,693 | 0.00% | 13q | +25.9%+$1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.3M | 136,071 | 0.00% | 31q | +3.3%+$265.9K |
| STATE OF WISCONSIN INVESTMENT BOARD | $8.2M | 135,656 | 0.02% | 31q | +20.5%+$1.4M |
| D. E. Shaw & Co., Inc. | $8.2M | 135,525 | 0.00% | 2q | +245.9%+$5.9M |
| Rokos Capital Management LLP | $8.2M | 135,116 | 0.03% | 2q | HELD |
| Vennlight Capital Management, LP | $7.8M | 128,839 | 5.25% | 2q | -20.6%-$2.0M |
| ProShare Advisors LLC | $7.8M | 127,660 | 0.01% | 31q | +10.2%+$717.4K |
| River Road Asset Management, LLC | $7.7M | 126,659 | 0.09% | new | NEW |
| Point72 Asset Management, L.P. | $6.9M | 114,239 | 0.01% | 2q | -69.2%-$15.6M |
| Schonfeld Strategic Advisors LLC | $6.8M | 111,566 | 0.02% | 2q | +46.6%+$2.2M |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $6.5M | 106,779 | 0.06% | 15q | -5.1%-$351.0K |
| RHUMBLINE ADVISERS | $6.3M | 103,854 | 0.00% | 31q | -6.1%-$412.7K |
| REAVES W H & CO INC | $6.1M | 100,000 | 0.09% | 2q | HELD |
| Jump Financial, LLC | $6.0M | 98,963 | 0.05% | 4q | +1355.3%+$5.6M |
| OCCUDO QUANTITATIVE STRATEGIES LP | $5.8M | 96,174 | 0.31% | 2q | +56.7%+$2.1M |
| BNP PARIBAS FINANCIAL MARKETS | $5.5M | 90,724 | 0.00% | 31q | +81.9%+$2.5M |
| CIBC Bancorp USA Inc. | $5.5M | 89,828 | 0.01% | 2q | +0.6%+$30.3K |
| Prospera Financial Services Inc | $5.3M | 87,863 | 0.08% | 4q | -2.4%-$130.6K |
| EXCHANGE TRADED CONCEPTS, LLC | $5.2M | 86,022 | 0.01% | 14q | +105.3%+$2.7M |
| AMERIPRISE FINANCIAL INC | $4.8M | 79,081 | 0.00% | 15q | -56.0%-$6.1M |
| Swiss National Bank | $4.7M | 77,600 | 0.00% | 31q | +6.6%+$291.7K |
| FIRST MANHATTAN CO. LLC. | $4.7M | 76,629 | 0.01% | 31q | -1.1%-$49.8K |
| Quantinno Capital Management LP | $4.5M | 74,057 | 0.01% | 6q | +76.5%+$2.0M |
| Boston Trust Walden Corp | $4.5M | 73,582 | 0.03% | 2q | -11.0%-$555.4K |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $4.4M | 72,314 | 0.03% | 5q | HELD |
| ExodusPoint Capital Management, LP | $4.4M | 71,917 | 0.03% | 2q | +1087.9%+$4.0M |
| Susquehanna Portfolio Strategies, LLC | $4.0M | 66,198 | 0.06% | 3q | HELD |
| Corient Private Wealth LP | $3.8M | 63,243 | 0.00% | 2q | +309.1%+$2.9M |
| DEUTSCHE BANK AG\ | $3.5M | 57,029 | 0.00% | 34q | -5.2%-$191.2K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $3.4M | 56,697 | 0.02% | 22q | -5.7%-$207.0K |
| E. Ohman J:or Asset Management AB | $3.4M | 55,208 | 0.08% | 15q | +7.9%+$245.4K |
| KEYNOTE FINANCIAL SERVICES LLC | $3.3M | 53,661 | 1.53% | 10q | -2.5%-$84.0K |
| RENAISSANCE TECHNOLOGIES LLC | $3.2M | 53,245 | 0.00% | 31q | -66.3%-$6.4M |
| Brevan Howard Capital Management LP | $3.2M | 51,863 | 0.02% | 5q | +40.5%+$908.4K |
| GAMCO INVESTORS, INC. ET AL | $3.1M | 50,630 | 0.03% | 31q | -17.8%-$668.5K |
| WELLS FARGO & COMPANY/MN | $3.0M | 49,041 | 0.00% | 31q | -24.6%-$974.7K |
| Clean Yield Group | $2.8M | 46,155 | 0.70% | 18q | -0.6%-$16.0K |
| North Star Investment Management Corp. | $2.7M | 44,800 | 0.15% | 8q | HELD |
| Maryland State Retirement & Pension System | $2.6M | 42,450 | 0.04% | 15q | +10.0%+$234.0K |
| ALLIANCEBERNSTEIN L.P. | $2.5M | 41,801 | 0.00% | 31q | +5.3%+$123.2K |
| PRUDENTIAL FINANCIAL INC | $2.4M | 40,083 | 0.00% | 17q | +6.2%+$142.8K |
| CITADEL ADVISORS LLC | $2.3M | 26,234 | 0.00% | 11q | -93.7%-$34.0M |
| New Age Alpha Advisors, LLC | $2.3M | 37,401 | 0.10% | 7q | -37.1%-$1.3M |
| Cetera Investment Advisers | $2.3M | 37,152 | 0.00% | 4q | +204.5%+$1.5M |
| Headlands Technologies LLC | $2.2M | 36,827 | 0.24% | new | NEW |
| JPMORGAN CHASE & CO | $2.1M | 32,404 | 0.00% | 31q | -8.2%-$184.9K |
| Louisiana State Employees Retirement System | $2.0M | 33,800 | 0.02% | 15q | +103.6%+$1.0M |
| STOREBRAND ASSET MANAGEMENT AS | $2.0M | 33,085 | 0.00% | 3q | +22.7%+$371.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.0M | 32,808 | 0.00% | 2q | +11.0%+$197.1K |
| Bridgefront Capital, LLC | $1.9M | 30,464 | 0.49% | 2q | +511.6%+$1.5M |
| Aquatic Capital Management LLC | $1.8M | 30,387 | 0.06% | new | NEW |
| Quantbot Technologies LP | $1.8M | 30,243 | 0.07% | 2q | -35.3%-$1.0M |
| Atom Investors LP | $1.8M | 30,036 | 0.16% | new | NEW |
| IEQ CAPITAL, LLC | $1.8M | 29,734 | 0.01% | 7q | -0.9%-$16.8K |
| Magellan Asset Management Ltd | $1.8M | 29,063 | 0.04% | 31q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-19 | 13G/A | ATLAS Infrastructure Partners (UK) Ltd.with 1 co-filers | 11.0% |
| 2026-07-28 | 13G/A | BlackRock, Inc. | 15.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 297 | $2.7B | 43,839,651 | 41 | 113 | 81 | 0.0% |
| Q1 2026 | 296 | $2.5B | 42,362,195 | 62 | 127 | 56 | 2.4% |
| Q4 2025 | 258 | $1.4B | 28,898,085 | 32 | 92 | 83 | 0.1% |
| Q3 2025 | 257 | $1.4B | 28,476,790 | 47 | 95 | 80 | 0.0% |
| Q2 2025 | 237 | $1.4B | 27,197,298 | 39 | 96 | 71 | 0.6% |
| Q1 2025 | 225 | $1.4B | 26,565,355 | 41 | 87 | 58 | 0.0% |
| Q4 2024 | 217 | $1.3B | 25,591,606 | 24 | 75 | 77 | 0.0% |
| Q3 2024 | 225 | $1.4B | 24,916,718 | 36 | 71 | 76 | 0.0% |
| Q2 2024 | 207 | $1.3B | 24,247,591 | 26 | 82 | 67 | 0.0% |
| Q1 2024 | 201 | $1.4B | 24,968,876 | 23 | 72 | 73 | 0.0% |
| Q4 2023 | 198 | $1.6B | 24,089,069 | 20 | 68 | 69 | 0.0% |
| Q3 2023 | 193 | $1.4B | 23,470,294 | 22 | 83 | 52 | 0.0% |
| Q2 2023 | 189 | $1.7B | 24,247,989 | 26 | 70 | 55 | 0.0% |
| Q1 2023 | 177 | $1.8B | 24,007,710 | 21 | 49 | 69 | 0.0% |
| Q4 2022 | 161 | $1.7B | 20,934,078 | 43 | 51 | 46 | 0.0% |
| Q3 2022 | 178 | $1.3B | 22,101,349 | 22 | 63 | 51 | 0.0% |
| Q2 2022 | 179 | $1.4B | 21,965,224 | 22 | 46 | 75 | 0.0% |
| Q1 2022 | 182 | $1.5B | 21,607,366 | 21 | 65 | 57 | 0.0% |
| Q4 2021 | 179 | $1.6B | 22,382,020 | 32 | 56 | 51 | 3.1% |
| Q3 2021 | 155 | $1.5B | 22,264,407 | 16 | 58 | 39 | 0.0% |
| Q2 2021 | 146 | $1.4B | 21,594,006 | 9 | 64 | 43 | 0.0% |
| Q1 2021 | 160 | $1.4B | 21,475,917 | 20 | 57 | 47 | 0.0% |
| Q4 2020 | 162 | $1.6B | 20,511,467 | 18 | 57 | 55 | 0.0% |
| Q3 2020 | 157 | $1.2B | 20,273,817 | 12 | 47 | 59 | 0.0% |
| Q2 2020 | 159 | $1.3B | 20,413,734 | 20 | 58 | 48 | 0.1% |
| Q1 2020 | 162 | $1.1B | 19,580,773 | 25 | 43 | 63 | 0.0% |
| Q4 2019 | 167 | $1.4B | 20,195,100 | 22 | 64 | 46 | 0.0% |
| Q3 2019 | 175 | $1.3B | 19,371,298 | 27 | 55 | 51 | 0.1% |
| Q2 2019 | 162 | $1.3B | 19,584,620 | 12 | 66 | 48 | 0.1% |
| Q1 2019 | 169 | $1.2B | 19,753,360 | 14 | 71 | 49 | 0.0% |
| Q4 2018 | 177 | $1.1B | 19,056,166 | 6 | 4 | 3 | 0.0% |