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Institutional Ownership · SEC Form 13F

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.

291
Institutional holders
42M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added7,106,413$432M17.6%2026-Q2
ATLAS Infrastructure Partners (UK) Ltd. added4,612,035$280M11.4%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added1,995,839$121M4.9%2026-Q2
ANTIPODES PARTNERS Ltd trimmed1,759,602$107M4.4%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed1,574,377$96M3.9%2026-Q2
STATE STREET CORP added1,554,683$94M3.9%2026-Q2
Cerity Partners LLC trimmed1,307,227$79M3.2%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added1,263,898$77M3.1%2026-Q2
SOROS FUND MANAGEMENT LLC added1,254,368$76M3.1%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added1,168,734$71M2.9%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added992,465$60M2.5%2026-Q2
Yaupon Capital Management LP trimmed851,846$52M2.1%2026-Q2
TWO SIGMA INVESTMENTS, LP added806,493$49M2.0%2026-Q2
Invesco Ltd. added776,317$47M1.9%2026-Q2
DIMENSIONAL FUND ADVISORS LP added714,601$43M1.8%2026-Q2
MORGAN STANLEY trimmed589,652$36M1.5%2026-Q2
Legal & General Group Plc added571,546$35M1.4%2026-Q2
Resolution Capital Ltd added515,795$31M1.3%2026-Q2
Zimmer Partners, LP trimmed513,500$31M1.3%2026-Q2
BARROW HANLEY MEWHINNEY & STRAUSS LLC added504,368$31M1.2%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added503,037$31M1.2%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed494,524$30M1.2%2026-Q2
FIRST TRUST ADVISORS LP trimmed490,833$30M1.2%2026-Q2
GOLDMAN SACHS GROUP INC added436,328$27M1.1%2026-Q2
NORTHERN TRUST CORP added415,397$25M1.0%2026-Q2
Nuveen, LLC added337,662$21M0.8%2026-Q2
RAYMOND JAMES FINANCIAL INC added315,073$19M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO added253,621$15M0.6%2026-Q2
MIROVA added244,550$15M0.6%2026-Q2
AQR CAPITAL MANAGEMENT LLC added215,916$13M0.5%2026-Q2
Bank of New York Mellon Corp added206,376$13M0.5%2026-Q2
Ausbil Investment Management Ltd trimmed203,028$12M0.5%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added189,995$12M0.5%2026-Q2
BW Gestao de Investimentos Ltda. trimmed185,806$11M0.5%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added183,553$11M0.5%2026-Q2
Assenagon Asset Management S.A. trimmed179,910$11M0.4%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed176,992$11M0.4%2026-Q2
DUFF & PHELPS INVESTMENT MANAGEMENT CO added175,972$11M0.4%2026-Q2
Squarepoint Ops LLC added170,129$10M0.4%2026-Q2
UBS Group AG added168,194$10M0.4%2026-Q2
GABELLI FUNDS LLC added162,779$10M0.4%2026-Q2
NUANCE INVESTMENTS, LLC trimmed154,446$9M0.4%2026-Q2
FRANKLIN RESOURCES INC added149,693$9M0.4%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added136,071$8M0.3%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD added135,656$8M0.3%2026-Q2
D. E. Shaw & Co., Inc. added135,525$8M0.3%2026-Q2
Public Sector Pension Investment Board added135,149$8M0.3%2026-Q2
Rokos Capital Management LLP135,116$8M0.3%2026-Q2
Vennlight Capital Management, LP trimmed128,839$8M0.3%2026-Q2
ProShare Advisors LLC added127,660$8M0.3%2026-Q2
River Road Asset Management, LLC new126,659$8M0.3%2026-Q2
Point72 Asset Management, L.P. trimmed114,239$7M0.3%2026-Q2
Schonfeld Strategic Advisors LLC added111,566$7M0.3%2026-Q2
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed106,779$6M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed103,854$6M0.3%2026-Q2
REAVES W H & CO INC100,000$6M0.2%2026-Q2
Jump Financial, LLC added98,963$6M0.2%2026-Q2
OCCUDO QUANTITATIVE STRATEGIES LP added96,174$6M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added90,724$6M0.2%2026-Q2
CIBC Bancorp USA Inc. added89,828$5M0.2%2026-Q2
Prospera Financial Services Inc trimmed87,863$5M0.2%2026-Q2
AMERIPRISE FINANCIAL INC trimmed79,081$5M0.2%2026-Q2
Swiss National Bank added77,600$5M0.2%2026-Q2
FIRST MANHATTAN CO. LLC. trimmed76,629$5M0.2%2026-Q2
Quantinno Capital Management LP added74,057$5M0.2%2026-Q2
Boston Trust Walden Corp trimmed73,582$4M0.2%2026-Q2
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.72,314$4M0.2%2026-Q2
ExodusPoint Capital Management, LP added71,917$4M0.2%2026-Q2
Susquehanna Portfolio Strategies, LLC66,198$4M0.2%2026-Q2
DEUTSCHE BANK AG\ trimmed57,029$3M0.1%2026-Q2
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed56,697$3M0.1%2026-Q2
E. Ohman J:or Asset Management AB added55,208$3M0.1%2026-Q2
KEYNOTE FINANCIAL SERVICES LLC trimmed53,661$3M0.1%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed53,245$3M0.1%2026-Q2
Brevan Howard Capital Management LP added51,863$3M0.1%2026-Q2
GAMCO INVESTORS, INC. ET AL trimmed50,630$3M0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added49,413$3M0.1%2026-Q2
WELLS FARGO & COMPANY/MN added49,041$3M0.1%2026-Q2
Clean Yield Group trimmed46,155$3M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added44,868$3M0.1%2026-Q2
North Star Investment Management Corp.44,800$3M0.1%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC added43,011$3M0.1%2026-Q2
Maryland State Retirement & Pension System added42,450$3M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added41,801$2M0.1%2026-Q2
PRUDENTIAL FINANCIAL INC added40,083$2M0.1%2026-Q2
New Age Alpha Advisors, LLC trimmed37,401$2M0.1%2026-Q2
Cetera Investment Advisers added37,152$2M0.1%2026-Q2
Headlands Technologies LLC new36,827$2M0.1%2026-Q2
Corient Private Wealth LP added33,547$2M0.1%2026-Q2
STOREBRAND ASSET MANAGEMENT AS added33,085$2M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added32,808$2M0.1%2026-Q2
JPMORGAN CHASE & CO trimmed32,404$2M0.1%2026-Q2
Bridgefront Capital, LLC added30,464$2M0.1%2026-Q2
Aquatic Capital Management LLC added30,387$2M0.1%2026-Q2
Quantbot Technologies LP trimmed30,243$2M0.1%2026-Q2
Atom Investors LP added30,036$2M0.1%2026-Q2
IEQ CAPITAL, LLC trimmed29,734$2M0.1%2026-Q2
Magellan Asset Management Ltd29,063$2M0.1%2026-Q2
Clear Harbor Asset Management, LLC trimmed27,811$2M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed27,673$2M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership