H2O America (HTO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

34,581,646Shares Outstanding

699,824Shares held by institutions

$38,154,404Value of institutional holdings

84.11%Institutional ownership %

6.57%Shares Changed QoQ

258No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 258 institutional investors hold a position in H2O America (NASDAQ:HTO).

These investors collectively held 84.1% of the company's total shares outstanding in December 2025, up from 84.1% in September 2025.
Institutional share ownership changed by 6.57% QoQ, while the number of institutional owners saw an increase of 9.32% YoY.
During the quarter, 141 institutions bought more H2O America shares, 85 sold shares, and 32 of the 258 total investors held their position steady.
The total number of shares held by institutions in H2O America increased to 29.09Mn as of December 2025, a net change of up by 1.79Mn shares quarter on quarter, and up 2.80Mn shares year over year.
BlackRock, Inc. continues to be the largest institutional holder of H2O America as of December 31, 2025, with a position of 6.66Mn shares, representing 19.24% of the company's outstanding stock.
Among the most significant buyers of H2O America during December 2025 were MORGAN STANLEY (754.72K), ATLAS Infrastructure Partners (UK) Ltd. (584.08K), COHEN & STEERS, INC. (544.54K), BlackRock, Inc. (413.14K), ANTIPODES PARTNERS Ltd (383.90K).
Leading sellers of H2O America stock in December 2025 included FIRST TRUST ADVISORS LP (813.06K), Amundi (472.06K), JPMORGAN CHASE & CO (171.03K), MILLENNIUM MANAGEMENT LLC (129.31K), Bank of New York Mellon Corp (125.71K).
The top 10 institutional holders of H2O America for the quarter ending December 2025 included BlackRock, Inc. (6.66Mn), VANGUARD GROUP INC (2.73Mn), Amundi (1.71Mn), Cerity Partners LLC (1.45Mn), MORGAN STANLEY (1.37Mn), STATE STREET CORP (1.36Mn), NUANCE INVESTMENTS, LLC (906.72K), GEODE CAPITAL MANAGEMENT, LLC (831.81K), DIMENSIONAL FUND ADVISORS LP (658.93K), ATLAS Infrastructure Partners (UK) Ltd. (584.08K).

258 Institutional Holders

699,824 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	6,655,180	413,136	6.62%	$326,037,275.00
VANGUARD GROUP INC	31 Dec, 2025	2,731,868	77,775	2.93%	$133,834,213.00
Amundi	31 Dec, 2025	1,712,886	-472,056	-21.60%	$83,936,749.00
Cerity Partners LLC	31 Dec, 2025	1,445,802	-2,545	-0.18%	$70,829,902.00
MORGAN STANLEY	31 Dec, 2025	1,368,180	754,715	123.02%	$67,027,255.00
STATE STREET CORP	31 Dec, 2025	1,359,773	59,799	4.60%	$66,615,279.00
NUANCE INVESTMENTS, LLC	31 Dec, 2025	906,724	-115,198	-11.27%	$44,420,404.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	831,812	12,371	1.51%	$40,757,758.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	658,935	7,232	1.11%	$32,281,752.00
ATLAS Infrastructure Partners (UK) Ltd.	31 Dec, 2025	584,080	584,080	0.00%	$28,614,079.00
Legal & General Group Plc	31 Dec, 2025	568,822	7,802	1.39%	$27,877,808.00
COHEN & STEERS, INC.	31 Dec, 2025	544,544	544,544	0.00%	$26,677.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	502,393	-813,062	-61.81%	$24,612,232.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	482,535	181,164	60.11%	$23,639,389.00
VICTORY CAPITAL MANAGEMENT INC	31 Dec, 2025	468,342	30,569	6.98%	$22,944,075.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	433,757	13,715	3.27%	$21,249,755.00
KBC Group NV	31 Dec, 2025	417,891	0	0.00%	$20,472.00
ANTIPODES PARTNERS Ltd	31 Dec, 2025	383,905	383,905	0.00%	$18,808,916.00
NORTHERN TRUST CORP	31 Dec, 2025	342,958	-13,502	-3.79%	$16,801,513.00
Assenagon Asset Management S.A.	31 Dec, 2025	276,841	115,652	71.75%	$13,562,441.00

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