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H2O America (HTO) Institutional Ownership

H2O America logo
$63.48 -0.77 (-1.20%)
As of 08/21/2026 04:00 PM Eastern
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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)
201
Total
Institutional Inflows
(last 12 months)
$1.59B
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$124.57M
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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
8/21/2026 Nykredit A S3,993$243K0.0%N/A0.010%
8/20/2026 Headlands Technologies LLC36,827$2.24M0.2%N/A0.088%
8/20/2026 Greenleaf Trust3,400$207K0.0%N/A0.008%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC136,071$8.27M0.0%+3.3%0.325%
8/19/2026 Van ECK Associates Corp14,725$895K0.0%+10.5%0.035%
8/19/2026 Wellington Management Group LLP1,995,839$121.29M0.0%+23.7%4.768%
8/18/2026 Public Employees Retirement System of Ohio602$37K0.0%N/A0.001%
8/17/2026 Corient Private Wealth LP29,696$1.81M0.0%N/A0.071%
8/17/2026 Bank of America Corp DE176,992$10.76M0.0%N/A0.423%
8/15/2026 Gallagher Fiduciary Advisors LLC7,343$446K0.0%N/A0.018%
8/15/2026 Man Group plc26,236$1.59M0.0%N/A0.063%
8/15/2026 Jupiter Topco LLC14,947$908K0.0%N/A0.036%
8/14/2026 Legal & General Group Plc571,546$34.79M0.0%N/A1.365%
8/14/2026 The Manufacturers Life Insurance Company 16,020$974K0.0%N/A0.038%
8/14/2026 Vega Investment Solutions2,700$164K0.0%N/A0.006%
8/14/2026 Cullen Capital Management LLC9,359$569K0.0%N/A0.022%
8/13/2026 Magellan Asset Management Ltd29,063$1.77M0.0%N/A0.069%
8/13/2026 Barrow Hanley Mewhinney & Strauss LLC504,368$30.65M0.1%N/A1.205%
8/13/2026 Clear Harbor Asset Management LLC27,811$1.69M0.1%N/A0.066%
8/12/2026 Quantbot Technologies LP30,243$1.84M0.1%N/A0.072%
8/12/2026 EP Wealth Advisors LLC7,420$451K0.0%N/A0.018%
8/12/2026 Ieq Capital LLC29,734$1.81M0.0%N/A0.071%
8/11/2026 Allworth Financial LP683$42K0.0%N/A0.002%
8/7/2026 Nuance Investments LLC154,446$9.39M1.6%N/A0.369%
8/7/2026 BlackRock Inc.7,106,413$431.86M0.0%N/A16.977%
8/7/2026 Deutsche Bank AG57,029$3.47M0.0%N/A0.136%
8/7/2026 Perigon Wealth Management LLC6,393$388K0.0%N/A0.015%
8/7/2026 Phillips Wealth Planners LLC3,679$227K0.2%N/A0.009%
8/6/2026 Global Retirement Partners LLC1,687$103K0.0%N/A0.004%
8/6/2026 Bank of New York Mellon Corp206,376$12.54M0.0%N/A0.493%
8/6/2026 GSA Capital Partners LLP3,795$231K0.0%N/A0.009%
7/10/2026 Ausbil Investment Management Ltd203,028$12.33M5.5%-16.9%0.485%
7/10/2026 E. Ohman J or Asset Management AB55,208$3.37M0.1%+7.9%0.132%
7/10/2026 Handelsbanken Fonder AB12,765$776K0.0%+28.1%0.031%
7/8/2026 Assenagon Asset Management S.A.179,910$10.93M0.0%N/A0.430%
7/2/2026 Versant Capital Management Inc980$60K0.0%+22.0%0.002%
5/21/2026 Essential Partners LLC2,197$129K0.0%-9.4%0.005%
5/19/2026 Bank 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%
5/19/2026 South Dakota Investment Council33,900$1.99M0.0%N/A0.081%
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5/18/2026 Amundi1,156,952$67.88M0.0%-32.5%2.765%
5/18/2026 EverSource Wealth Advisors LLC911$53K0.0%+76.2%0.002%
5/18/2026California State Teachers Retirement System30,787$1.81M0.0%-0.8%0.074%
5/18/2026 Royal Bank of Canada7,890$464K0.0%+58.3%0.019%
5/18/2026 Resolution Capital Ltd482,460$28.31M0.6%+105.8%1.153%
5/18/2026 Rokos Capital Management LLP135,116$7.93M0.1%N/A0.323%
5/16/2026 The Manufacturers Life Insurance Company15,251$895K0.0%-2.5%0.036%
5/16/2026 Quantinno Capital Management LP41,960$2.46M0.0%+105.7%0.100%
5/16/2026 Lazard Asset Management LLC40,630$2.38M0.0%N/A0.097%
5/14/2026 Renaissance Technologies LLC157,900$9.26M0.0%+88.0%0.377%
5/14/2026 Gabelli Funds LLC149,647$8.78M0.1%+1.3%0.358%
5/14/2026 Sei Investments Co.115,943$6.80M0.0%+57.5%0.277%
5/14/2026 Keynote Financial Services LLC55,044$3.23M1.7%-2.1%0.132%
5/13/2026 Cetera Investment Advisers12,199$716K0.0%+126.5%0.029%
5/13/2026 First Citizens Bank & Trust Co.8,017$470K0.0%+29.1%0.019%
5/13/2026 First Trust Advisors LP531,987$31.21M0.0%+5.9%1.271%
5/12/2026 Magellan Asset Management Ltd29,063$1.71M0.0%+33.0%0.069%
5/8/2026 PNC Financial Services Group Inc.3,812$224K0.0%+11.7%0.009%
5/7/2026 Dimensional Fund Advisors LP705,345$41.38M0.0%+7.0%1.686%
5/7/2026 KBC Group NV593,161$34.80M0.1%+41.9%1.418%
5/7/2026 Swiss National Bank72,800$4.27M0.0%+10.0%0.174%
5/6/2026 Jennison Associates LLC101,146$5.93M0.0%+486.9%0.242%
5/6/2026 Bessemer Group Inc.661$39K0.0%+44.6%0.002%
5/6/2026 Allspring Global Investments Holdings LLC8,624$504K0.0%+11.2%0.021%
5/5/2026 D.A. Davidson & CO.9,221$541K0.0%+10.8%0.022%
5/5/2026 Bank of New York Mellon Corp190,189$11.16M0.0%+3.9%0.455%
5/5/2026 Illinois Municipal Retirement Fund16,009$939K0.0%-5.9%0.038%
5/5/2026 Maryland State Retirement & Pension System38,600$2.27M0.0%+7.9%0.092%
5/4/2026 Principal Financial Group Inc.181,412$10.64M0.0%+14.3%0.434%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS60,104$3.53M0.0%-3.9%0.144%
5/1/2026 Fifth Third Bancorp9,633$565K0.0%+3,753.2%0.023%
4/30/2026 Oregon Public Employees Retirement Fund8,570$503K0.0%+12.6%0.020%
4/28/2026 Abel Hall LLC12,154$713K0.2%+19.1%0.029%
4/27/2026 New York State Teachers Retirement System19,840$1.16M0.0%-6.0%0.047%
4/25/2026 Boston Trust Walden Corp82,722$4.85M0.0%N/A0.198%
4/25/2026 Keybank National Association OH3,999$235K0.0%N/A0.010%
4/24/2026 IFM Investors Pty Ltd2,389$140K0.0%N/A0.006%
4/23/2026 Inspire Investing LLC3,619$212K0.0%-14.2%0.009%
4/22/2026 Pictet Asset Management Holding SA7,654$449K0.0%+15.3%0.018%
4/22/2026 Sterling Capital Management LLC1,105$65K0.0%-42.5%0.003%
4/21/2026 Louisiana State Employees Retirement System16,600$974K0.0%N/A0.040%
4/17/2026 Everstar Asset Management LLC20,365$1.20M0.6%+139.6%0.049%
4/16/2026 SG Americas Securities LLC30,689$1.80M0.0%+9.3%0.073%
4/16/2026 E. Ohman J or Asset Management AB51,187$3.01M0.1%+8.8%0.122%
3/9/2026 Rubicon Advisors GP14,194$695K0.6%N/A0.039%
2/19/2026 Invesco Ltd.646,559$31.68M0.0%+13.5%1.806%
2/18/2026 Mercer Global Advisors Inc. ADV6,951$341K0.0%+66.5%0.019%
2/18/2026 First Citizens Bank & Trust Co.6,209$304K0.0%N/A0.017%
2/18/2026 State of Tennessee Department of Treasury20,970$1.09M0.0%+65.4%0.059%
2/18/2026 EP Wealth Advisors LLC6,899$338K0.0%N/A0.019%
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2/18/2026 Mackenzie Financial Corp10,221$502K0.0%N/A0.029%
2/18/2026 XTX Topco Ltd11,547$566K0.0%+155.9%0.032%
2/18/2026 Yaupon Capital Management LP99,884$4.89M0.2%N/A0.279%
2/18/2026 Zimmer Partners LP43,816$2.15M0.1%-64.8%0.122%
2/18/2026 Voloridge Investment Management LLC76,822$3.76M0.0%-18.7%0.215%
2/18/2026 Susquehanna Portfolio Strategies LLC66,198$3.24M0.1%N/A0.185%
2/18/2026 Millennium Management LLC4,792$235K0.0%-96.4%0.013%
2/18/2026 Man Group plc50,251$2.46M0.0%+103.1%0.140%
2/18/2026 Inspire Investing LLC4,217$207K0.0%N/A0.012%
2/18/2026 Engineers Gate Manager LP8,232$403K0.0%-66.3%0.023%


HTO Institutional Ownership - Frequently Asked Questions

During the previous two years, 268 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 ($67.88M), 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 245 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 30,016,096 shares in the last 24 months. This purchase volume represents approximately $1.59B in transactions.

Of the 36 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 ($1.03M), 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 2,421,285 shares in the last 24 months. This volume of shares sold represents approximately $124.57M 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 8/21/2026. New 13F filings are added each quarter as they're published.
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