Who owns H2O America (HTO)
Which tracked institutional funds hold HTO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HTO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
82 tracked funds added or opened HTO while 61 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HTO’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes HTO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HTO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 291 tracked filers holding HTO, 165 increased or opened the position and 145 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HTO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 16
- Assenagon Asset Management S.A.$11M
- River Road Asset Management, LLC$8M
- Headlands Technologies LLC$2M
- Aquatic Capital Management LLC$2M
- Atom Investors LP$2M
- Man Group plc$2M
Full exits 28
- COHEN & STEERS, INC.$94M
- Amundi$68M
- KBC Group NV$35M
- HRT FINANCIAL LP$7M
- JANE STREET GROUP, LLC$6M
- JENNISON ASSOCIATES LLC$6M
Largest adds
- BlackRock, Inc.$203M
- TWO SIGMA INVESTMENTS, LP$34M
- WELLINGTON MANAGEMENT GROUP LLP$27M
- RAYMOND JAMES FINANCIAL INC$18M
- VICTORY CAPITAL MANAGEMENT INC$18M
- ATLAS Infrastructure Partners (UK) Ltd.$14M
Largest trims
- Zimmer Partners, LP$28M
- ANTIPODES PARTNERS Ltd$25M
- CITADEL ADVISORS LLC$20M
- MILLENNIUM MANAGEMENT LLC$19M
- Point72 Asset Management, L.P.$15M
- NUANCE INVESTMENTS, LLC$14M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 7,106,413 | $432M | 17.6% | 2026-Q2 |
| ATLAS Infrastructure Partners (UK) Ltd. added | 4,612,035 | $280M | 11.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,995,839 | $121M | 4.9% | 2026-Q2 |
| ANTIPODES PARTNERS Ltd trimmed | 1,759,602 | $107M | 4.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,574,377 | $96M | 3.9% | 2026-Q2 |
| STATE STREET CORP added | 1,554,683 | $94M | 3.9% | 2026-Q2 |
| Cerity Partners LLC trimmed | 1,307,227 | $79M | 3.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,263,898 | $77M | 3.1% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC added | 1,254,368 | $76M | 3.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,168,734 | $71M | 2.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 992,465 | $60M | 2.5% | 2026-Q2 |
| Yaupon Capital Management LP trimmed | 851,846 | $52M | 2.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 806,493 | $49M | 2.0% | 2026-Q2 |
| Invesco Ltd. added | 776,317 | $47M | 1.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 714,601 | $43M | 1.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 589,652 | $36M | 1.5% | 2026-Q2 |
| Legal & General Group Plc added | 571,546 | $35M | 1.4% | 2026-Q2 |
| Resolution Capital Ltd added | 515,795 | $31M | 1.3% | 2026-Q2 |
| Zimmer Partners, LP trimmed | 513,500 | $31M | 1.3% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 504,368 | $31M | 1.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 503,037 | $31M | 1.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 494,524 | $30M | 1.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 490,833 | $30M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 436,328 | $27M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 415,397 | $25M | 1.0% | 2026-Q2 |
| Nuveen, LLC added | 337,662 | $21M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 315,073 | $19M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 253,621 | $15M | 0.6% | 2026-Q2 |
| MIROVA added | 244,550 | $15M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 215,916 | $13M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 206,376 | $13M | 0.5% | 2026-Q2 |
| Ausbil Investment Management Ltd trimmed | 203,028 | $12M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 189,995 | $12M | 0.5% | 2026-Q2 |
| BW Gestao de Investimentos Ltda. trimmed | 185,806 | $11M | 0.5% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 183,553 | $11M | 0.5% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 179,910 | $11M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 176,992 | $11M | 0.4% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 175,972 | $11M | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC added | 170,129 | $10M | 0.4% | 2026-Q2 |
| UBS Group AG added | 168,194 | $10M | 0.4% | 2026-Q2 |
| GABELLI FUNDS LLC added | 162,779 | $10M | 0.4% | 2026-Q2 |
| NUANCE INVESTMENTS, LLC trimmed | 154,446 | $9M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 149,693 | $9M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 136,071 | $8M | 0.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 135,656 | $8M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 135,525 | $8M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board added | 135,149 | $8M | 0.3% | 2026-Q2 |
| Rokos Capital Management LLP | 135,116 | $8M | 0.3% | 2026-Q2 |
| Vennlight Capital Management, LP trimmed | 128,839 | $8M | 0.3% | 2026-Q2 |
| ProShare Advisors LLC added | 127,660 | $8M | 0.3% | 2026-Q2 |
| River Road Asset Management, LLC new | 126,659 | $8M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 114,239 | $7M | 0.3% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 111,566 | $7M | 0.3% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 106,779 | $6M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 103,854 | $6M | 0.3% | 2026-Q2 |
| REAVES W H & CO INC | 100,000 | $6M | 0.2% | 2026-Q2 |
| Jump Financial, LLC added | 98,963 | $6M | 0.2% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 96,174 | $6M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 90,724 | $6M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 89,828 | $5M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 87,863 | $5M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 79,081 | $5M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 77,600 | $5M | 0.2% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. trimmed | 76,629 | $5M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 74,057 | $5M | 0.2% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 73,582 | $4M | 0.2% | 2026-Q2 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 72,314 | $4M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 71,917 | $4M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC | 66,198 | $4M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 57,029 | $3M | 0.1% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 56,697 | $3M | 0.1% | 2026-Q2 |
| E. Ohman J:or Asset Management AB added | 55,208 | $3M | 0.1% | 2026-Q2 |
| KEYNOTE FINANCIAL SERVICES LLC trimmed | 53,661 | $3M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 53,245 | $3M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 51,863 | $3M | 0.1% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 50,630 | $3M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 49,413 | $3M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 49,041 | $3M | 0.1% | 2026-Q2 |
| Clean Yield Group trimmed | 46,155 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 44,868 | $3M | 0.1% | 2026-Q2 |
| North Star Investment Management Corp. | 44,800 | $3M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 43,011 | $3M | 0.1% | 2026-Q2 |
| Maryland State Retirement & Pension System added | 42,450 | $3M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 41,801 | $2M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 40,083 | $2M | 0.1% | 2026-Q2 |
| New Age Alpha Advisors, LLC trimmed | 37,401 | $2M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 37,152 | $2M | 0.1% | 2026-Q2 |
| Headlands Technologies LLC new | 36,827 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 33,547 | $2M | 0.1% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS added | 33,085 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 32,808 | $2M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 32,404 | $2M | 0.1% | 2026-Q2 |
| Bridgefront Capital, LLC added | 30,464 | $2M | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 30,387 | $2M | 0.1% | 2026-Q2 |
| Quantbot Technologies LP trimmed | 30,243 | $2M | 0.1% | 2026-Q2 |
| Atom Investors LP added | 30,036 | $2M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 29,734 | $2M | 0.1% | 2026-Q2 |
| Magellan Asset Management Ltd | 29,063 | $2M | 0.1% | 2026-Q2 |
| Clear Harbor Asset Management, LLC trimmed | 27,811 | $2M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 27,673 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.