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H2O America (HTO) Institutional Ownership

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$55.24 -0.62 (-1.11%)
Closing price 05/15/2026 04:00 PM Eastern
Extended Trading
$56.28 +1.04 (+1.88%)
As of 05/15/2026 07:38 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.

Institutional Ownership Changes (13F Filings) for H2O America (NASDAQ:HTO)

Current
Institutional Ownership
Percentage
84.29%
Number of
Institutional Buyers
(last 12 months)
179
Total
Institutional Inflows
(last 12 months)
$974.30M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$89.41M
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HTO Institutional Buying and Selling by Quarter

H2O America Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2026 The Manufacturers Life Insurance Company 15,251$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%
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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%
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%
2/18/2026 First Manhattan CO. LLC.85,761$4.20M0.0%-4.4%0.240%
2/18/2026 Balyasny Asset Management L.P.18,911$926K0.0%N/A0.053%
2/18/2026 ATLAS Infrastructure Partners UK Ltd.584,080$28.61M1.4%N/A1.631%
2/17/2026 Guggenheim Capital LLC19,413$951K0.0%+19.8%0.054%
2/17/2026 AQR Capital Management LLC154,671$7.58M0.0%+14.2%0.432%
2/17/2026 Cetera 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%
2/17/2026 Jump Financial LLC9,387$460K0.0%-76.0%0.026%
2/17/2026 Price 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%
2/17/2026 Atom Investors LP23,425$1.15M0.1%-61.1%0.065%
2/17/2026 State of Wisconsin Investment Board17,327$849K0.0%-5.5%0.048%
2/16/2026 Mariner LLC46,865$2.30M0.0%+1.9%0.131%
2/16/2026 Barclays PLC70,565$3.46M0.0%+12.5%0.197%
2/13/2026 Kestra Advisory Services LLC2,526$124K0.0%N/A0.007%
2/13/2026 The Manufacturers Life Insurance Company 15,650$767K0.0%-2.6%0.044%
2/13/2026 CANADA LIFE ASSURANCE Co53,869$2.64M0.0%-6.5%0.150%
2/13/2026 Inspire Advisors LLC11,805$578K0.1%N/A0.033%
2/13/2026 Stifel Financial Corp18,111$887K0.0%-2.5%0.051%
2/13/2026 Rodgers Brothers Inc.23,250$1.14M0.1%-51.3%0.065%
2/13/2026 Morgan Stanley1,368,180$67.03M0.0%+123.0%3.821%
2/13/2026 Schroder Investment Management Group166,238$8.19M0.0%+9.6%0.464%
2/13/2026 Public Sector Pension Investment Board115,268$5.65M0.0%N/A0.322%
2/13/2026 First Trust Advisors LP502,393$24.61M0.0%-61.8%1.403%
2/13/2026 Charles Schwab Investment Management Inc.433,757$21.25M0.0%+3.3%1.211%
2/13/2026 State Street Corp1,359,773$66.62M0.0%+4.6%3.797%
2/13/2026 Victory Capital Management Inc.468,342$22.94M0.0%+7.0%1.308%
2/13/2026 Ieq Capital LLC25,455$1.25M0.0%+13.3%0.071%
2/13/2026 Vontobel Holding Ltd.19,446$953K0.0%N/A0.054%
2/13/2026 Martingale Asset Management L P20,011$980K0.0%+147.4%0.056%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC136,876$6.71M0.0%+4.6%0.382%
2/13/2026 Wells Fargo & Company MN96,903$4.75M0.0%+69.3%0.271%
2/13/2026 Cullen Capital Management LLC7,342$360K0.0%N/A0.021%
2/13/2026 Van Lanschot Kempen Investment Management N.V.72,314$3.54M0.0%+1.8%0.202%
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2/13/2026 Cohen & Steers Inc.544,544$26.68M0.0%N/A1.521%
2/13/2026 Quadrant Capital Group LLC525$26K0.0%+194.9%0.001%
2/13/2026 Keynote Financial Services LLC56,218$2.75M1.5%N/A0.157%
2/12/2026 Federation des caisses Desjardins du Quebec6,253$306K0.0%+26.0%0.017%
2/12/2026 HRT Financial LP30,153$1.48M0.0%+8.1%0.084%
2/12/2026 MetLife Investment Management LLC18,331$898K0.0%+2.1%0.051%
2/12/2026 Commonwealth Equity Services LLC25,482$1.25M0.0%N/A0.071%
2/12/2026 Renaissance 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%
2/12/2026 Federated Hermes Inc.34,254$1.68M0.0%N/A0.096%


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 234 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 19,801,861 shares in the last 24 months. This purchase volume represents approximately $974.30M in transactions.

Of the 33 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 1,823,620 shares in the last 24 months. This volume of shares sold represents approximately $89.41M in transactions.



This page (NASDAQ:HTO) was last updated on 5/17/2026 by MarketBeat.com Staff.
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