H2O America HTO Institutional Ownership

NASDAQ HTO

$63.45 -0.35 (-0.55%)

At close: Sep 2, 2026 · 4:00 PM EDT

Institutions by Trading Activity

315 Institutions

Increased 174 55.2%

Unchanged 50 15.9%

Reduced 91 28.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

106.44%

▼-11.53 pp QoQ

Shares Held by Institutions

44.55Mn

of 41.85Mn outstanding

▲+1.03% QoQ

Shares Outstanding

41.85Mn

-2.69Mn held outside 13F filers

Institutional Investors

315

filed 13F for Jun 2026

▲+4 vs prior quarter

Net Shares Added (QoQ)

+454.67K

accumulated since last quarter

Value of Holdings

$2.84Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

H2O America (NASDAQ:HTO) appears in 1 institutional 13F filings for the quarter ending September 2018.

They owned 0.1% of outstanding stock in September 2018, down from 1.4% the prior quarter.
They increased total shares held in HTO by 0.0% quarter over quarter, and investors in H2O America stayed flat from a year ago.
Of these 1 funds, 1 grew their exposure to H2O America, 0 cut back, and 0 maintained positions.
Institutional investors collectively held 13.53K shares in H2O America as of September 2018, up by 13.53K shares quarter on quarter, and with no net change year over year.
GREAT LAKES ADVISORS, LLC is the top holder of H2O America as of September 30, 2018, with 13.53K shares representing 0.07% of outstanding stock.
Leading buyers of H2O America shares for the quarter ending September 2018 were GREAT LAKES ADVISORS, LLC (13.53K).
Per Business Quant data, the top 1 holders of H2O America for the quarter ending September 2018 are GREAT LAKES ADVISORS, LLC (13.53K).

Form 13F Holdings

315 Institutional Holders

Report period 30 Jun, 2026

Total shares held 44.55Mn

Of outstanding 106.44%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	7,106,413	16.98%	▲688,680	+10.73%	$431.86Mn
2	ATLAS Infrastructure Partners (UK) Ltd.	0001924953	4,612,035	11.02%	▲79,951	+1.76%	$280.27Mn
3	WELLINGTON MANAGEMENT GROUP LLP	0000902219	1,995,839	4.77%	▲382,268	+23.69%	$121.29Mn
4	ANTIPODES PARTNERS Ltd	0001652442	1,759,602	4.20%	▼489,427	-21.76%	$106.93Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,574,377	3.76%	▼112,876	-6.69%	$95.67Mn
6	State Street Corp	0000093751	1,554,683	3.71%	▲123,532	+8.63%	$94.48Mn
7	Cerity Partners LLC	0001566475	1,307,227	3.12%	▼2,452	-0.19%	$79.44Mn
8	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,263,898	3.02%	▲94,820	+8.11%	$76.81Mn
9	SOROS FUND MANAGEMENT LLC	0001029160	1,254,368	3.00%	▲25,621	+2.09%	$76.23Mn
10	VICTORY CAPITAL MANAGEMENT INC	0001040188	1,168,734	2.79%	▲256,839	+28.17%	$71.02Mn
11	Amundi	0001330387	1,105,367	2.64%	▼51,585	-4.46%	$67.16Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	992,465	2.37%	▲95,389	+10.63%	$60.32Mn
13	Yaupon Capital Management LP	0001755028	851,846	2.04%	▼43,589	-4.87%	$51.77Mn
14	TWO SIGMA INVESTMENTS, LP	0001179392	806,493	1.93%	▲556,161	+222.17%	$49.01Mn
15	Invesco Ltd.	0000914208	776,317	1.85%	▲75,722	+10.81%	$47.18Mn
16	DIMENSIONAL FUND ADVISORS LP	0000354204	714,601	1.71%	▲9,256	+1.31%	$43.43Mn
17	KBC Group NV	0001411133	610,164	1.46%	▲17,003	+2.87%	$37.08K
18	Morgan Stanley	0000895421	589,652	1.41%	▼191,549	-24.52%	$35.83Mn
19	Legal & General Group Plc	0000764068	571,546	1.37%	▲28,064	+5.16%	$34.79Mn
20	Resolution Capital Ltd	0001612389	515,795	1.23%	▲33,335	+6.91%	$31.34Mn

Showing 1 to 20 of 315 holders