H2O America (HTO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

34,860,349Shares Outstanding

27,520,139Shares held by institutions

$1,628,641,826Value 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

27,520,139 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
ATLAS Infrastructure Partners (UK) Ltd.	31 Dec, 2025	584,080	584,080	0.00%	$28,614,079.00
Barclays Plc	31 Dec, 2025	70,565	-52,279	-42.56%	$3,456,979.00
Amundi	31 Dec, 2025	1,712,886	-472,056	-21.60%	$83,936,749.00
ANTIPODES PARTNERS Ltd	31 Dec, 2025	383,905	383,905	0.00%	$18,808,916.00
Rockefeller Capital Management L.P.	31 Dec, 2025	1,216	497	69.12%	$59,572.00
Cerity Partners LLC	31 Dec, 2025	1,445,802	-2,545	-0.18%	$70,829,902.00
Nuveen, LLC	31 Dec, 2025	182,787	-61,082	-25.05%	$8,954,735.00
Morgan Stanley	31 Dec, 2025	1,368,180	754,715	123.02%	$67,027,255.00
UBS Group AG	31 Dec, 2025	112,387	-14,339	-11.31%	$5,505,840.00
State Street Corp	31 Dec, 2025	1,359,773	59,799	4.60%	$66,615,279.00
Yaupon Capital Management LP	31 Dec, 2025	99,884	99,884	0.00%	$4,893,317.00
NUANCE INVESTMENTS, LLC	31 Dec, 2025	906,724	-115,198	-11.27%	$44,420,404.00
Susquehanna Portfolio Strategies, LLC	31 Dec, 2025	66,198	66,198	0.00%	$3,243,040.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	831,812	12,371	1.51%	$40,757,758.00
Russell Investments Group, Ltd.	31 Dec, 2025	63,421	59,115	1,372.85%	$3,107,012.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	658,935	7,232	1.11%	$32,281,752.00
New Age Alpha Advisors, LLC	31 Dec, 2025	61,651	239	0.39%	$3,020,282.00
Invesco Ltd.	31 Dec, 2025	646,559	76,678	13.46%	$31,674,925.00

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