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H2O America (HTO) Institutional Ownership

H2O America logo
$60.93 +0.01 (+0.01%)
As of 12:29 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)
208
Total
Institutional Inflows
(last 12 months)
$1.38B
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$237.80M
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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
11/13/2026Gabelli Funds LLC183,279$11.30M0.1%+12.6%0.379%
11/13/2026Gamco Investors INC. ET AL51,130$3.15M0.0%+1.0%0.106%
11/12/2026First Trust Advisors LP424,224$26.15M0.0%-13.6%0.878%
11/12/2026Barrow Hanley Mewhinney & Strauss LLC511,261$31.51M0.1%+1.4%1.058%
11/12/2026State Street Corp1,515,417$93.40M0.0%-51.3%3.136%
11/10/2026 Public Sector Pension Investment Board123,863$7.25M0.0%-8.4%0.256%
11/10/2026 Global Retirement Partners LLC9,996$616K0.0%+492.5%0.021%
11/10/2026 HighTower Advisors LLC4,264$263K0.0%-27.1%0.009%
11/6/2026 Fifth Third Bancorp8,768$540K0.0%-8.1%0.018%
11/5/2026 Maryland State Retirement & Pension System39,007$2.40M0.0%-8.1%0.081%
11/5/2026Jefferies Financial Group Inc.32,500$2.00M0.0%N/A0.067%
11/5/2026 Illinois Municipal Retirement Fund19,411$1.20M0.0%+1.3%0.040%
11/5/2026 Keybank National Association OH7,218$445K0.0%+24.3%0.015%
11/4/2026 Paragon Advisors LLC3,951$244K0.0%N/A0.008%
11/3/2026 Ethic Inc.17,980$1.11M0.0%+41.1%0.037%
11/3/2026 Pictet Asset Management Holding SA6,635$409K0.0%-13.3%0.014%
11/3/2026 Parallel Advisors LLC3,679$227K0.0%+485.8%0.008%
11/3/2026 Canvas Wealth Advisors LLC4,406$258K0.0%N/A0.009%
11/2/2026 Commonwealth Equity Services LLC26,625$1.64M0.0%-3.8%0.055%
10/31/2026 Boston Trust Walden Corp66,066$4.07M0.0%-10.2%0.137%
10/30/2026 Oregon Public Employees Retirement Fund8,200$505K0.0%-8.6%0.017%
10/29/2026 Virtue Capital Management LLC6,996$431K0.1%-34.6%0.017%
10/29/2026 Greenleaf Trust4,008$247K0.0%+17.9%0.010%
10/29/2026 ProShare Advisors LLC162,836$10.04M0.0%+27.6%0.389%
10/28/2026 Pinnacle Wealth Planning Services Inc.781$48K0.0%+35.8%0.000%
10/28/2026 VestGen Advisors LLC3,427$211K0.0%N/A0.000%
10/23/2026 Fifth Third Wealth Advisors LLC16,099$992K0.0%N/A0.038%
10/23/2026 Inspire Investing LLC10,469$645K0.0%+5,108.5%0.025%
10/22/2026 Yousif Capital Management LLC9,168$565K0.0%-9.4%0.022%
10/21/2026 Axxcess Wealth Management LLC5,177$319K0.0%N/A0.012%
10/17/2026 SteelPeak Wealth LLC5,087$314K0.0%N/A0.012%
10/17/2026 IFP Advisors Inc498$31K0.0%-65.3%0.001%
10/16/2026 Vontobel Holding Ltd.25,849$1.59M0.0%+16.2%0.062%
10/16/2026 Cyndeo Wealth Partners LLC5,206$321K0.0%N/A0.012%
10/15/2026 Assenagon Asset Management S.A.136,811$8.43M0.0%-24.0%0.327%
10/15/2026 State of Alaska Department of Revenue6,118$377K0.0%-56.3%0.015%
10/15/2026 Fortitude Family Office LLC2,586$159K0.0%+6,365.0%0.006%
10/14/2026 First Citizens Bank & Trust Co.3,511$216K0.0%-54.9%0.008%
10/13/2026 Sax Wealth Advisors LLC5,084$313K0.0%N/A0.012%
10/8/2026 Farther Finance Advisors LLC6,643$409K0.0%+561.7%0.016%
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10/8/2026 Ausbil Investment Management Ltd169,944$10.47M5.3%-16.3%0.406%
10/5/2026 Ridgewood Investments LLC3,697$228K0.1%-45.3%0.009%
9/9/2026Tidal Investments LLC12,006$730K0.0%N/A0.029%
9/9/2026Integrated Wealth Concepts LLC1,703$103K0.0%N/A0.004%
9/9/2026 Squarepoint 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%
9/8/2026 Allworth Financial LP683$42K0.0%+54.2%0.002%
9/8/2026 Arizona State Retirement System10,679$649K0.0%+5.8%0.026%
9/8/2026 Nykredit A S3,993$243K0.0%N/A0.010%
8/27/2026Corient Private Wealth LP33,311$2.02M0.0%+115.5%0.080%
8/26/2026 Amundi1,105,367$67.17M0.0%-4.5%2.641%
8/26/2026 HighTower Advisors LLC5,851$356K0.0%-21.3%0.014%
8/21/2026 Nykredit A S3,993$243K0.0%N/A0.010%
8/20/2026Headlands Technologies LLC36,827$2.24M0.2%N/A0.088%
8/20/2026 Greenleaf 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%
8/14/2026 Cullen 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%
8/13/2026 Clear 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%
8/12/2026 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%
8/7/2026BlackRock 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%
8/7/2026Phillips 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%
8/6/2026GSA 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%
5/19/2026Bank of America Corp DE264,887$15.54M0.0%+128.9%0.633%
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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%
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%
5/18/2026Royal 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%


HTO Institutional Ownership - Frequently Asked Questions

During the previous two years, 274 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), State Street Corp ($93.40M), Cerity Partners LLC ($70.83M), Amundi ($67.17M), and Morgan Stanley ($67.03M).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 251 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 25,608,175 shares in the last 24 months. This purchase volume represents approximately $1.38B in transactions.

Of the 51 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: State Street Corp ($1.59M), Amundi ($1.08M), First Trust Advisors LP ($879.67K), Millennium Management LLC ($129.31K), Zimmer Partners LP ($80.50K), Ausbil Investment Management Ltd ($74.34K), and Nuveen LLC ($61.08K).

Institutional investors have sold a total of 4,259,435 shares in the last 24 months. This volume of shares sold represents approximately $237.80M in transactions.


Related Companies

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 11/13/2026. New 13F filings are added each quarter as they're published.
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