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H2O America (HTO) Institutional Ownership

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$50.27 +0.11 (+0.22%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for H2O America (NASDAQ:HTO)

Current
Institutional Ownership
Percentage
84.29%
Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$181.19M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$84.25M
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HTO Institutional Buying and Selling by Quarter

H2O America Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH5,900$323K0.0%N/A0.017%
5/6/2025Y Intercept Hong Kong Ltd3,688$202K0.0%N/A0.011%
5/5/2025Private Advisor Group LLC14,577$797K0.0%-30.2%0.043%
5/2/2025Victory Capital Management Inc.335,164$18.33M0.0%+101.8%0.982%
5/1/2025CWM LLC1,395$76K0.0%+240.2%0.004%
5/1/2025Hughes Financial Services LLC860$47K0.0%N/A0.003%
5/1/2025Louisiana State Employees Retirement System14,300$782K0.0%-2.1%0.042%
5/1/2025Mutual of America Capital Management LLC90,272$4.94M0.1%+1,869.7%0.264%
4/30/2025Cerity Partners LLC1,462,249$79.97M0.2%+0.2%4.282%
4/29/2025Bank of New York Mellon Corp349,823$19.13M0.0%+6.8%1.024%
4/28/2025D.A. Davidson & CO.8,781$480K0.0%N/A0.026%
4/28/2025Principal Financial Group Inc.150,907$8.25M0.0%+2.7%0.442%
4/28/2025Oregon Public Employees Retirement Fund6,910$378K0.0%-2.8%0.020%
4/28/2025Teacher Retirement System of Texas4,614$252K0.0%N/A0.014%
4/28/2025Vontobel Holding Ltd.17,007$930K0.0%-10.2%0.050%
4/25/2025New York State Teachers Retirement System18,274$999K0.0%+19.1%0.054%
4/24/2025Allspring Global Investments Holdings LLC7,525$408K0.0%-22.7%0.022%
4/24/2025Canvas Wealth Advisors LLC11,130$615K0.2%+58.1%0.033%
4/24/2025Illinois Municipal Retirement Fund15,023$822K0.0%-9.3%0.044%
4/21/2025State of Alaska Department of Revenue16,768$917K0.0%-2.5%0.049%
4/17/2025 North Star Investment Management Corp.44,800$2.45M0.2%+28.0%0.131%
4/17/2025 Exchange Traded Concepts LLC33,391$1.83M0.0%+162.8%0.098%
4/15/2025 Assenagon Asset Management S.A.243,229$13.30M0.0%+58.8%0.712%
4/15/2025SG Americas Securities LLC10,409$569K0.0%-67.4%0.030%
4/15/2025 GAMMA Investing LLC1,342$73K0.0%+190.5%0.004%
4/14/2025Yousif Capital Management LLC11,223$614K0.0%-2.1%0.033%
4/14/2025Clean Yield Group64,220$3.51M1.1%-14.0%0.188%
4/11/2025 First National Corp MA ADV40,388$2.21M0.5%+113.5%0.118%
4/11/2025 E. Ohman J or Asset Management AB47,030$2.58M0.1%+44.6%0.138%
4/10/2025Chatham Capital Group Inc.27,148$1.49M0.2%+4.1%0.080%
4/8/2025Rhumbline Advisers102,306$5.60M0.0%-4.6%0.300%
4/7/2025 GAMMA Investing LLC73,394$4.01M0.0%+15,786.1%0.215%
4/1/2025 Confluence Investment Management LLC53,044$2.90M0.0%+7.9%0.158%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC134,039$6.60M0.0%+6.2%0.410%
2/17/2025Voloridge Investment Management LLC10,526$518K0.0%+100.2%0.032%
2/17/2025iSAM Funds UK Ltd4,238$209K0.2%N/A0.013%
2/17/2025Squarepoint Ops LLC13,419$660K0.0%N/A0.041%
2/17/2025Two Sigma Advisers LP27,800$1.37M0.0%-5.8%0.085%
2/17/2025Two Sigma Investments LP65,341$3.22M0.0%-6.1%0.200%
2/17/2025ProShare Advisors LLC159,074$7.83M0.0%+22.9%0.486%
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2/17/2025Man Group plc21,999$1.08M0.0%+136.2%0.067%
2/17/2025Nuveen Asset Management LLC234,430$11.54M0.0%-36.2%0.717%
2/17/2025Millennium Management LLC39,568$1.95M0.0%-83.6%0.121%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.23,964$1.18M0.0%+8.5%0.073%
2/17/2025Ethic Inc.6,195$305K0.0%-57.2%0.019%
2/17/2025First Manhattan CO. LLC.103,277$5.08M0.0%-7.2%0.316%
2/17/2025D. E. Shaw & Co. Inc.20,548$1.01M0.0%-9.7%0.063%
2/17/2025Deutsche Bank AG47,167$2.32M0.0%+20.6%0.144%
2/17/2025Cubist Systematic Strategies LLC21,911$1.08M0.0%+29.1%0.067%
2/17/2025Bank of America Corp DE133,241$6.56M0.0%+20.7%0.407%
2/17/2025BNP Paribas Financial Markets29,900$1.47M0.0%+55.9%0.091%
2/17/2025Ameriprise Financial Inc.72,579$3.57M0.0%-32.1%0.222%
2/17/2025Algert Global LLC5,291$260K0.0%-25.6%0.016%
2/14/2025Gallagher Fiduciary Advisors LLC5,484$270K0.1%+12.0%0.017%
2/14/2025Comerica Bank12,779$629K0.0%-2.7%0.039%
2/14/2025Northern Trust Corp402,453$19.81M0.0%+4.5%1.230%
2/14/2025Public Employees Retirement Association of Colorado2,872$141K0.0%-23.6%0.009%
2/14/2025Quarry LP668$33K0.0%+123.4%0.002%
2/14/2025Prosperity Consulting Group LLC4,675$230K0.0%N/A0.014%
2/14/2025Aquatic Capital Management LLC10,279$506K0.0%+139.0%0.031%
2/14/2025Susquehanna Fundamental Investments LLC36,325$1.79M0.0%N/A0.111%
2/14/2025Two Sigma Securities LLC4,736$233K0.0%N/A0.014%
2/14/2025Voya Investment Management LLC14,687$723K0.0%+37.8%0.045%
2/14/2025Price T Rowe Associates Inc. MD24,679$1.22M0.0%+10.1%0.075%
2/14/2025Dark Forest Capital Management LP23,548$1.16M0.2%N/A0.072%
2/14/2025Hsbc Holdings PLC5,279$259K0.0%-35.7%0.016%
2/14/2025Stifel Financial Corp10,270$505K0.0%+2.2%0.031%
2/14/2025State of Tennessee Department of Treasury17,937$883K0.0%-6.5%0.055%
2/14/2025Tower Research Capital LLC TRC873$43K0.0%-78.7%0.003%
2/14/2025Van Lanschot Kempen Investment Management N.V.49,400$2.43M0.0%N/A0.151%
2/14/2025MetLife Investment Management LLC19,932$981K0.0%+7.6%0.061%
2/14/2025Dimensional Fund Advisors LP694,811$34.20M0.0%-3.0%2.124%
2/14/2025First Trust Advisors LP1,317,721$64.86M0.1%+197.0%4.028%
2/13/2025CANADA LIFE ASSURANCE Co51,538$2.54M0.0%-7.6%0.158%
2/13/2025Canada Pension Plan Investment Board37,400$1.84M0.0%+120.0%0.114%
2/13/2025Jump Financial LLC6,685$329K0.0%-68.2%0.020%
2/13/2025Guggenheim Capital LLC34,018$1.67M0.0%+7.3%0.104%
2/13/2025Mariner LLC21,527$1.06M0.0%+13.5%0.066%
2/13/2025Barclays PLC68,086$3.35M0.0%+13.2%0.208%
2/13/2025Sterling Capital Management LLC1,055$52K0.0%+842.0%0.003%
2/13/2025CenterBook Partners LP18,164$894K0.1%+25.4%0.056%
2/13/2025Raymond James Financial Inc.39,448$1.94M0.0%N/A0.121%
2/13/2025ELCO Management Co. LLC4,314$212K0.1%N/A0.013%
2/13/2025Renaissance Technologies LLC70,900$3.49M0.0%-38.2%0.217%
2/13/2025Legal & General Group Plc362,133$17.83M0.0%-2.6%1.107%
2/13/2025Invesco Ltd.571,505$28.13M0.0%+1.0%1.747%
2/13/2025Bank of Montreal Can15,143$745K0.0%-30.3%0.046%
2/13/2025Cerity Partners LLC1,459,365$71.85M0.2%+0.1%4.462%
2/13/2025Russell Investments Group Ltd.766$38K0.0%+64.4%0.002%
2/13/2025Wells Fargo & Company MN26,023$1.28M0.0%+9.7%0.080%
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2/12/2025Magellan Asset Management Ltd21,268$1.05M0.0%-15.0%0.065%
2/12/2025ExodusPoint Capital Management LP6,655$328K0.0%N/A0.020%
2/12/2025Arete Wealth Advisors LLC5,722$281K0.0%N/A0.017%
2/12/2025Geode Capital Management LLC745,624$36.71M0.0%+3.2%2.279%
2/12/2025Franklin Resources Inc.44,518$2.19M0.0%+4.0%0.136%
2/12/2025Alliancebernstein L.P.34,197$1.68M0.0%-9.7%0.105%
2/12/2025Schroder Investment Management Group291,580$14.45M0.0%+3.8%0.891%
2/12/2025Pictet Asset Management Holding SA6,669$328K0.0%+24.7%0.020%
2/12/2025Duff & Phelps Investment Management Co.26,723$1.32M0.0%-2.5%0.082%
2/12/2025New Age Alpha Advisors LLC42,246$2.08M0.1%N/A0.129%
(Data available from 1/1/2016 forward)

HTO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HTO shares?

During the previous two years, 222 institutional investors and hedge funds held shares of H2O America. The most heavily invested institutionals were Vanguard Group Inc. ($128.84M), State Street Corp ($93.58M), Cerity Partners LLC ($79.97M), First Trust Advisors LP ($64.86M), Amundi ($63.70M), Nuance Investments LLC ($61.87M), and Geode Capital Management LLC ($36.71M).Learn more on H2O America's institutional investors.

What percentage of H2O America's stock is owned by institutional investors?

84.29% of H2O America's stock is owned by institutional investors. Learn more on HTO's institutional investor holdings.

Which institutional investors have been buying H2O America's stock?

Of the 184 institutional investors that purchased H2O America's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Trust Advisors LP ($873.97K), Nuance Investments LLC ($777.14K), Norges Bank ($417.37K), Assenagon Asset Management S.A. ($302.33K), Vanguard Group Inc. ($213.99K), Victory Capital Management Inc. ($192.70K), and Millennium Management LLC ($109.39K).

How much institutional buying is happening at H2O America?

Institutional investors have bought a total of 3,488,487 shares in the last 24 months. This purchase volume represents approximately $181.19M in transactions.

Which of H2O America's major shareholders have been selling company stock?

Of the 78 institutional investors that sold H2O America's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Nuance Investments LLC ($360.91K), Millennium Management LLC ($201.64K), Nuveen Asset Management LLC ($132.94K), Renaissance Technologies LLC ($96.20K), KBC Group NV ($64.18K), Victory Capital Management Inc. ($62.30K), and Assenagon Asset Management S.A. ($59.10K).

How much institutional selling is happening at H2O America?

Institutional investors have sold a total of 1,589,865 shares in the last 24 months. This volume of shares sold represents approximately $84.25M in transactions.



This page (NASDAQ:HTO) was last updated on 7/16/2025 by MarketBeat.com Staff
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