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H2O America (HTO) Institutional Ownership

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$62.47 +1.00 (+1.63%)
Closing price 04:00 PM Eastern
Extended Trading
$61.63 -0.84 (-1.34%)
As of 07:04 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)
186
Total
Institutional Inflows
(last 12 months)
$1.02B
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
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%
5/21/2026Essential 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 Company 15,251$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%
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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%
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%
4/16/2026 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%
2/18/2026Inspire 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%
2/17/2026Abel 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%
2/17/2026Russell Investments Group Ltd.63,421$3.11M0.0%+1,372.9%0.177%
2/17/2026Maryland 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%
2/13/2026Kestra 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%
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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%
2/13/2026Vontobel Holding Ltd.19,446$953K0.0%N/A0.054%


HTO Institutional Ownership - Frequently Asked Questions

During the previous two years, 264 institutional investors and hedge funds held shares of H2O America. The most heavily invested institutionals were Vanguard Group Inc. ($133.83M), Cerity Partners LLC ($70.83M), Amundi ($67.88M), 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 239 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 ($2.22M), 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 20,559,257 shares in the last 24 months. This purchase volume represents approximately $1.02B 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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This page (NASDAQ:HTO) was last updated on 7/13/2026 by MarketBeat.com Staff.
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