H2O America (HTO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

187,241Shares held by institutions

$11,035,985Value of institutional holdings

78.94%Institutional ownership %

-1.30%Shares Changed QoQ

259No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

H2O America (NASDAQ:HTO) has 270 institutional investors with active 13F positions as of December 2025.

Their combined ownership stood at 83.8% of outstanding shares in December 2025, up from 82.6% in September 2025.
They increased total shares held in HTO by 5.59% quarter over quarter, and investors in H2O America increased 13.92% from a year ago.
During the quarter, 149 of these 270 funds increased positions in HTO, 89 reduced exposure, and 32 held steady.
Combined, these investors held 29.86Mn shares in HTO for December 2025, up by 1.58Mn shares quarter on quarter, and up 2.74Mn shares year over year.
BlackRock, Inc. leads ownership in HTO with 6.66Mn shares as of December 31, 2025, equal to 18.67% of outstanding shares.
The most significant purchases of HTO for the quarter ending December 2025 came from Morgan Stanley (754.72K), ATLAS Infrastructure Partners (UK) Ltd. (584.08K), Cohen & Steers, Inc. (544.54K), BlackRock, Inc. (413.14K), ANTIPODES PARTNERS Ltd (383.9K).
The largest sales of HTO for the quarter ending December 2025 came from FIRST TRUST ADVISORS LP (813.06K), Amundi (472.06K), Jpmorgan Chase & Co (387.78K), MILLENNIUM MANAGEMENT LLC (129.31K), Bank of New York Mellon Corp (125.71K).
Per Business Quant data, the top 10 holders of H2O America for the quarter ending December 2025 are 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 (658.94K), Invesco Ltd. (646.56K).

270 Institutional Holders

187,241 Total Shares Held

Rows:

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Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	413,136	6.62%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	77,775	2.93%	$0.00
ATLAS Infrastructure Partners (UK) Ltd.	31 Dec, 2025	584,080	0.00%	$0.00
Barclays Plc	31 Dec, 2025	-52,279	-42.56%	$0.00
Amundi	31 Dec, 2025	-472,056	-21.60%	$0.00
ANTIPODES PARTNERS Ltd	31 Dec, 2025	383,905	0.00%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	497	69.12%	$0.00
Cerity Partners LLC	31 Dec, 2025	-2,545	-0.18%	$0.00
Nuveen, LLC	31 Dec, 2025	-61,082	-25.05%	$0.00
Morgan Stanley	31 Dec, 2025	754,715	123.02%	$0.00
UBS Group AG	31 Dec, 2025	-14,339	-11.31%	$0.00
State Street Corp	31 Dec, 2025	59,799	4.60%	$0.00
Yaupon Capital Management LP	31 Dec, 2025	99,884	0.00%	$0.00
NUANCE INVESTMENTS, LLC	31 Dec, 2025	-115,198	-11.27%	$0.00
Susquehanna Portfolio Strategies, LLC	31 Dec, 2025	66,198	0.00%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	12,371	1.51%	$0.00
Russell Investments Group, Ltd.	31 Dec, 2025	59,115	1,372.85%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	7,232	1.11%	$0.00
New Age Alpha Advisors, LLC	31 Dec, 2025	239	0.39%	$0.00
Invesco Ltd.	31 Dec, 2025	76,678	13.46%	$0.00

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