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H2O America (HTO) Institutional Ownership

H2O America logo
$60.13 -0.07 (-0.12%)
Closing price 10/2/2026 04:00 PM Eastern
Extended Trading
$60.15 +0.02 (+0.03%)
As of 10/2/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for H2O America (NASDAQ:HTO)

Current
Institutional Ownership
Percentage
84.29%
Number of
Institutional Buyers
(last 12 months)
204
Total
Institutional Inflows
(last 12 months)
$1.60B
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$127.80M
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HTO Institutional Buying and Selling by Quarter

H2O America Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Tidal Investments LLC12,006$730K0.0%N/A0.029%
9/9/2026Integrated Wealth Concepts LLC1,703$103K0.0%N/A0.004%
9/9/2026Squarepoint Ops LLC170,129$10.34M0.0%+61.0%0.406%
9/9/2026Baird Financial Group Inc.25,269$1.54M0.0%+3.9%0.060%
9/8/2026Allworth Financial LP683$42K0.0%+54.2%0.002%
9/8/2026Arizona State Retirement System10,679$649K0.0%+5.8%0.026%
9/8/2026Nykredit A S3,993$243K0.0%N/A0.010%
8/27/2026Corient Private Wealth LP33,311$2.02M0.0%+115.5%0.080%
8/26/2026Amundi1,105,367$67.17M0.0%-4.5%2.641%
8/26/2026HighTower Advisors LLC5,851$356K0.0%-21.3%0.014%
8/21/2026Nykredit A S3,993$243K0.0%N/A0.010%
8/20/2026Headlands Technologies LLC36,827$2.24M0.2%N/A0.088%
8/20/2026Greenleaf Trust3,400$207K0.0%N/A0.008%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC136,071$8.27M0.0%+3.3%0.325%
8/19/2026Van ECK Associates Corp14,725$895K0.0%+10.5%0.035%
8/19/2026Wellington Management Group LLP1,995,839$121.29M0.0%+23.7%4.768%
8/18/2026Public Employees Retirement System of Ohio602$37K0.0%N/A0.001%
8/17/2026Corient Private Wealth LP29,696$1.81M0.0%N/A0.071%
8/17/2026Bank of America Corp DE176,992$10.76M0.0%N/A0.423%
8/15/2026Gallagher Fiduciary Advisors LLC7,343$446K0.0%N/A0.018%
8/15/2026Man Group plc26,236$1.59M0.0%N/A0.063%
8/15/2026Jupiter Topco LLC14,947$908K0.0%N/A0.036%
8/14/2026Legal & General Group Plc571,546$34.79M0.0%N/A1.365%
8/14/2026The Manufacturers Life Insurance Company16,020$974K0.0%N/A0.038%
8/14/2026Vega Investment Solutions2,700$164K0.0%N/A0.006%
8/14/2026Cullen Capital Management LLC9,359$569K0.0%N/A0.022%
8/13/2026Magellan Asset Management Ltd29,063$1.77M0.0%N/A0.069%
8/13/2026Barrow Hanley Mewhinney & Strauss LLC504,368$30.65M0.1%N/A1.205%
8/13/2026Clear Harbor Asset Management LLC27,811$1.69M0.1%N/A0.066%
8/12/2026Quantbot Technologies LP30,243$1.84M0.1%N/A0.072%
8/12/2026EP Wealth Advisors LLC7,420$451K0.0%N/A0.018%
8/12/2026Ieq Capital LLC29,734$1.81M0.0%N/A0.071%
8/11/2026Allworth Financial LP683$42K0.0%N/A0.002%
8/7/2026Nuance Investments LLC154,446$9.39M1.6%N/A0.369%
8/7/2026BlackRock Inc.7,106,413$431.86M0.0%N/A16.977%
8/7/2026Deutsche Bank AG57,029$3.47M0.0%N/A0.136%
8/7/2026Perigon Wealth Management LLC6,393$388K0.0%N/A0.015%
8/7/2026Phillips Wealth Planners LLC3,679$227K0.2%N/A0.009%
8/6/2026Global Retirement Partners LLC1,687$103K0.0%N/A0.004%
8/6/2026Bank of New York Mellon Corp206,376$12.54M0.0%N/A0.493%
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8/6/2026GSA Capital Partners LLP3,795$231K0.0%N/A0.009%
7/10/2026Ausbil Investment Management Ltd203,028$12.33M5.5%-16.9%0.485%
7/10/2026E. Ohman J or Asset Management AB55,208$3.37M0.1%+7.9%0.132%
7/10/2026Handelsbanken Fonder AB12,765$776K0.0%+28.1%0.031%
7/8/2026Assenagon Asset Management S.A.179,910$10.93M0.0%N/A0.430%
7/2/2026Versant Capital Management Inc980$60K0.0%+22.0%0.002%
5/21/2026Essential Partners LLC2,197$129K0.0%-9.4%0.005%
5/19/2026Bank of America Corp DE264,887$15.54M0.0%+128.9%0.633%
5/19/2026Janus Henderson Group PLC15,947$936K0.0%+6.7%0.038%
5/19/2026South Dakota Investment Council33,900$1.99M0.0%N/A0.081%
5/18/2026Amundi1,156,952$67.88M0.0%-32.5%2.765%
5/18/2026EverSource Wealth Advisors LLC911$53K0.0%+76.2%0.002%
5/18/2026California State Teachers Retirement System30,787$1.81M0.0%-0.8%0.074%
5/18/2026Royal Bank of Canada7,890$464K0.0%+58.3%0.019%
5/18/2026Resolution Capital Ltd482,460$28.31M0.6%+105.8%1.153%
5/18/2026Rokos Capital Management LLP135,116$7.93M0.1%N/A0.323%
5/16/2026The Manufacturers Life Insurance Company15,251$895K0.0%-2.5%0.036%
5/16/2026Quantinno Capital Management LP41,960$2.46M0.0%+105.7%0.100%
5/16/2026Lazard Asset Management LLC40,630$2.38M0.0%N/A0.097%
5/14/2026Renaissance Technologies LLC157,900$9.26M0.0%+88.0%0.377%
5/14/2026Gabelli Funds LLC149,647$8.78M0.1%+1.3%0.358%
5/14/2026Sei Investments Co.115,943$6.80M0.0%+57.5%0.277%
5/14/2026Keynote Financial Services LLC55,044$3.23M1.7%-2.1%0.132%
5/13/2026Cetera Investment Advisers12,199$716K0.0%+126.5%0.029%
5/13/2026First Citizens Bank & Trust Co.8,017$470K0.0%+29.1%0.019%
5/13/2026First Trust Advisors LP531,987$31.21M0.0%+5.9%1.271%
5/12/2026Magellan Asset Management Ltd29,063$1.71M0.0%+33.0%0.069%
5/8/2026PNC Financial Services Group Inc.3,812$224K0.0%+11.7%0.009%
5/7/2026Dimensional Fund Advisors LP705,345$41.38M0.0%+7.0%1.686%
5/7/2026KBC Group NV593,161$34.80M0.1%+41.9%1.418%
5/7/2026Swiss National Bank72,800$4.27M0.0%+10.0%0.174%
5/6/2026Jennison Associates LLC101,146$5.93M0.0%+486.9%0.242%
5/6/2026Bessemer Group Inc.661$39K0.0%+44.6%0.002%
5/6/2026Allspring Global Investments Holdings LLC8,624$504K0.0%+11.2%0.021%
5/5/2026D.A. Davidson & CO.9,221$541K0.0%+10.8%0.022%
5/5/2026Bank of New York Mellon Corp190,189$11.16M0.0%+3.9%0.455%
5/5/2026Illinois Municipal Retirement Fund16,009$939K0.0%-5.9%0.038%
5/5/2026Maryland State Retirement & Pension System38,600$2.27M0.0%+7.9%0.092%
5/4/2026Principal Financial Group Inc.181,412$10.64M0.0%+14.3%0.434%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS60,104$3.53M0.0%-3.9%0.144%
5/1/2026Fifth Third Bancorp9,633$565K0.0%+3,753.2%0.023%
4/30/2026Oregon Public Employees Retirement Fund8,570$503K0.0%+12.6%0.020%
4/28/2026Abel Hall LLC12,154$713K0.2%+19.1%0.029%
4/27/2026New York State Teachers Retirement System19,840$1.16M0.0%-6.0%0.047%
4/25/2026Boston Trust Walden Corp82,722$4.85M0.0%N/A0.198%
4/25/2026Keybank National Association OH3,999$235K0.0%N/A0.010%
4/24/2026IFM Investors Pty Ltd2,389$140K0.0%N/A0.006%
4/23/2026Inspire Investing LLC3,619$212K0.0%-14.2%0.009%
4/22/2026Pictet Asset Management Holding SA7,654$449K0.0%+15.3%0.018%
4/22/2026Sterling Capital Management LLC1,105$65K0.0%-42.5%0.003%
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4/21/2026Louisiana State Employees Retirement System16,600$974K0.0%N/A0.040%
4/17/2026Everstar Asset Management LLC20,365$1.20M0.6%+139.6%0.049%
4/16/2026SG Americas Securities LLC30,689$1.80M0.0%+9.3%0.073%
4/16/2026E. Ohman J or Asset Management AB51,187$3.01M0.1%+8.8%0.122%
3/9/2026Rubicon Advisors GP14,194$695K0.6%N/A0.039%
2/19/2026Invesco Ltd.646,559$31.68M0.0%+13.5%1.806%
2/18/2026Mercer Global Advisors Inc. ADV6,951$341K0.0%+66.5%0.019%
2/18/2026First Citizens Bank & Trust Co.6,209$304K0.0%N/A0.017%
2/18/2026State of Tennessee Department of Treasury20,970$1.09M0.0%+65.4%0.059%
2/18/2026EP Wealth Advisors LLC6,899$338K0.0%N/A0.019%


HTO Institutional Ownership - Frequently Asked Questions

During the previous two years, 270 institutional investors and hedge funds held shares of H2O America. The most heavily invested institutionals were BlackRock Inc. ($431.86M), Vanguard Group Inc. ($133.83M), Wellington Management Group LLP ($121.29M), Cerity Partners LLC ($70.83M), Amundi ($67.17M), Morgan Stanley ($67.03M), and State Street Corp ($66.62M).Learn more on H2O America's institutional investors.

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

Of the 247 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: BlackRock Inc. ($7.11M), Vanguard Group Inc. ($2.80M), First Trust Advisors LP ($2.22M), Amundi ($2.18M), Cerity Partners LLC ($1.45M), Legal & General Group Plc ($1.14M), and Nuance Investments LLC ($1.11M).

Institutional investors have bought a total of 30,117,909 shares in the last 24 months. This purchase volume represents approximately $1.60B in transactions.

Of the 37 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: Amundi ($1.08M), First Trust Advisors LP ($813.06K), Millennium Management LLC ($129.31K), Zimmer Partners LP ($80.50K), Nuveen LLC ($61.08K), Franklin Resources Inc. ($58.82K), and Ausbil Investment Management Ltd ($41.25K).

Institutional investors have sold a total of 2,474,458 shares in the last 24 months. This volume of shares sold represents approximately $127.80M in transactions.


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Institutional ownership data for NASDAQ:HTO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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