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H2O America (HTO) Institutional Ownership

H2O America logo
$57.58 +0.19 (+0.34%)
As of 02:52 PM Eastern
This is a fair market value 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)
176
Total
Institutional Inflows
(last 12 months)
$961.47M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$89.32M
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Skip Chart & View Institutional Buying and Selling Data

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
5/12/2026Magellan 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%
3/9/2026Rubicon 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%
2/18/2026Mackenzie Financial Corp10,221$502K0.0%N/A0.029%
2/18/2026XTX Topco Ltd11,547$566K0.0%+155.9%0.032%
2/18/2026Yaupon Capital Management LP99,884$4.89M0.2%N/A0.279%
2/18/2026Zimmer Partners LP43,816$2.15M0.1%-64.8%0.122%
2/18/2026Voloridge Investment Management LLC76,822$3.76M0.0%-18.7%0.215%
2/18/2026Susquehanna Portfolio Strategies LLC66,198$3.24M0.1%N/A0.185%
2/18/2026Millennium Management LLC4,792$235K0.0%-96.4%0.013%
2/18/2026Man Group plc50,251$2.46M0.0%+103.1%0.140%
2/18/2026 Inspire Investing LLC4,217$207K0.0%N/A0.012%
2/18/2026Engineers Gate Manager LP8,232$403K0.0%-66.3%0.023%
2/18/2026First Manhattan CO. LLC.85,761$4.20M0.0%-4.4%0.240%
2/18/2026Balyasny Asset Management L.P.18,911$926K0.0%N/A0.053%
2/18/2026ATLAS Infrastructure Partners UK Ltd.584,080$28.61M1.4%N/A1.631%
2/17/2026Guggenheim Capital LLC19,413$951K0.0%+19.8%0.054%
2/17/2026AQR Capital Management LLC154,671$7.58M0.0%+14.2%0.432%
2/17/2026Cetera Investment Advisers5,386$264K0.0%+15.1%0.015%
2/17/2026 Abel Hall LLC10,209$500K0.1%N/A0.029%
2/17/2026Amundi1,712,886$83.94M0.0%-21.6%4.783%
2/17/2026Jump Financial LLC9,387$460K0.0%-76.0%0.026%
2/17/2026Price T Rowe Associates Inc. MD34,484$1.69M0.0%+10.8%0.096%
2/17/2026 Russell Investments Group Ltd.63,421$3.11M0.0%+1,372.9%0.177%
2/17/2026 Maryland State Retirement & Pension System35,765$1.75M0.0%N/A0.100%
2/17/2026Atom Investors LP23,425$1.15M0.1%-61.1%0.065%
2/17/2026State of Wisconsin Investment Board17,327$849K0.0%-5.5%0.048%
2/16/2026Mariner LLC46,865$2.30M0.0%+1.9%0.131%
2/16/2026Barclays PLC70,565$3.46M0.0%+12.5%0.197%
2/13/2026 Kestra Advisory Services LLC2,526$124K0.0%N/A0.007%
2/13/2026The Manufacturers Life Insurance Company 15,650$767K0.0%-2.6%0.044%
2/13/2026CANADA LIFE ASSURANCE Co53,869$2.64M0.0%-6.5%0.150%
2/13/2026Inspire Advisors LLC11,805$578K0.1%N/A0.033%
2/13/2026Stifel Financial Corp18,111$887K0.0%-2.5%0.051%
2/13/2026Rodgers Brothers Inc.23,250$1.14M0.1%-51.3%0.065%
2/13/2026Morgan Stanley1,368,180$67.03M0.0%+123.0%3.821%
2/13/2026Schroder Investment Management Group166,238$8.19M0.0%+9.6%0.464%
2/13/2026Public Sector Pension Investment Board115,268$5.65M0.0%N/A0.322%
2/13/2026First Trust Advisors LP502,393$24.61M0.0%-61.8%1.403%
2/13/2026Charles Schwab Investment Management Inc.433,757$21.25M0.0%+3.3%1.211%
2/13/2026State Street Corp1,359,773$66.62M0.0%+4.6%3.797%
2/13/2026Victory Capital Management Inc.468,342$22.94M0.0%+7.0%1.308%
2/13/2026Ieq Capital LLC25,455$1.25M0.0%+13.3%0.071%
2/13/2026 Vontobel Holding Ltd.19,446$953K0.0%N/A0.054%
2/13/2026Martingale Asset Management L P20,011$980K0.0%+147.4%0.056%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC136,876$6.71M0.0%+4.6%0.382%
2/13/2026Wells Fargo & Company MN96,903$4.75M0.0%+69.3%0.271%
2/13/2026Cullen Capital Management LLC7,342$360K0.0%N/A0.021%
2/13/2026Van Lanschot Kempen Investment Management N.V.72,314$3.54M0.0%+1.8%0.202%
2/13/2026Cohen & Steers Inc.544,544$26.68M0.0%N/A1.521%
2/13/2026Quadrant Capital Group LLC525$26K0.0%+194.9%0.001%
2/13/2026Keynote Financial Services LLC56,218$2.75M1.5%N/A0.157%
2/12/2026Federation des caisses Desjardins du Quebec6,253$306K0.0%+26.0%0.017%
2/12/2026HRT Financial LP30,153$1.48M0.0%+8.1%0.084%
2/12/2026MetLife Investment Management LLC18,331$898K0.0%+2.1%0.051%
2/12/2026 Commonwealth Equity Services LLC25,482$1.25M0.0%N/A0.071%
2/12/2026Renaissance Technologies LLC84,000$4.12M0.0%-27.8%0.235%
2/12/2026 Dimensional Fund Advisors LP658,935$32.28M0.0%+1.1%1.840%
2/12/2026Federated Hermes Inc.34,254$1.68M0.0%N/A0.096%
2/12/2026Ensign Peak Advisors Inc2,758$135K0.0%-64.9%0.008%
2/12/2026IQ EQ FUND MANAGEMENT IRELAND Ltd20,987$1.03M0.1%N/A0.059%
2/12/2026Skandinaviska Enskilda Banken AB publ 8,941$438K0.0%N/A0.025%
2/12/2026 New York State Common Retirement Fund11,369$557K0.0%N/A0.032%
2/12/2026Bank of Montreal Can11,536$565K0.0%-11.6%0.032%
2/12/2026 Swiss National Bank66,200$3.24M0.0%+5.1%0.185%
2/12/2026 Nuveen LLC182,787$8.96M0.0%-25.0%0.510%
2/11/2026 Meeder Asset Management Inc.2,101$103K0.0%N/A0.006%
2/11/2026 Illinois Municipal Retirement Fund17,012$833K0.0%N/A0.048%
2/11/2026 Deutsche Bank AG55,677$2.73M0.0%+3.0%0.156%


HTO Institutional Ownership - Frequently Asked Questions

During the previous two years, 259 institutional investors and hedge funds held shares of H2O America. The most heavily invested institutionals were Vanguard Group Inc. ($133.83M), Amundi ($83.94M), Cerity Partners LLC ($70.83M), Morgan Stanley ($67.03M), State Street Corp ($66.62M), Nuance Investments LLC ($44.42M), and Dimensional Fund Advisors LP ($41.38M).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 233 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: Vanguard Group Inc. ($2.80M), First Trust Advisors LP ($2.19M), Amundi ($2.18M), Cerity Partners LLC ($1.45M), Nuance Investments LLC ($1.19M), Morgan Stanley ($754.72K), and Dimensional Fund Advisors LP ($705.35K).

Institutional investors have bought a total of 19,576,006 shares in the last 24 months. This purchase volume represents approximately $961.05M in transactions.

Of the 32 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: First Trust Advisors LP ($813.06K), Amundi ($472.06K), Millennium Management LLC ($129.31K), Zimmer Partners LP ($80.50K), Nuveen LLC ($61.08K), Franklin Resources Inc. ($58.82K), and Atom Investors LP ($36.72K).

Institutional investors have sold a total of 1,822,047 shares in the last 24 months. This volume of shares sold represents approximately $89.32M in transactions.


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This page (NASDAQ:HTO) was last updated on 5/12/2026 by MarketBeat.com Staff.
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