Who owns HTO?
Institutional ownership of H2O America from Form 13F, Q2 2026
314 institutional managers reported holding H2O America (HTO) in Form 13F filings for Q2 2026, with 44,246,100 shares worth $2.7B. The largest reported holder was BlackRock, Inc. Managers that filed both quarters cut a net 475,830 shares (-1.1%). 41 opened new positions and 40 sold out.
- Funds holding
- 314
- Value held
- $2.7B
- New / sold out
- 41 / 40
- Net shares, same filers
- -1.1%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of HTO
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| BlackRock, Inc. | $432M | 16.1% | 7,106,413 | Added |
| ATLAS Infrastructure Partners (UK) Ltd. | $280M | 10.4% | 4,612,035 | Added |
| Wellington Management Group LLP | $121M | 4.5% | 1,995,839 | Added |
| ANTIPODES PARTNERS Ltd | $107M | 4.0% | 1,759,602 | Trimmed |
| Vanguard Capital Management LLC | $95.7M | 3.6% | 1,574,377 | Trimmed |
| State Street Corp | $94.5M | 3.5% | 1,554,683 | Added |
| Cerity Partners LLC | $79.4M | 3.0% | 1,307,227 | Trimmed |
| Vanguard Portfolio Management LLC | $76.8M | 2.9% | 1,263,898 | Added |
| Soros Fund Management LLC | $76.2M | 2.8% | 1,254,368 | Added |
| Victory Capital Management Inc | $71.0M | 2.6% | 1,168,734 | Added |
| Amundi | $67.2M | 2.5% | 1,105,367 | Trimmed |
| Geode Capital Management, LLC | $60.3M | 2.2% | 992,465 | Added |
| Yaupon Capital Management LP | $51.8M | 1.9% | 851,846 | Trimmed |
| Two Sigma Investments, LP | $49.0M | 1.8% | 806,493 | Added |
| Invesco Ltd. | $47.2M | 1.8% | 776,317 | Added |
| Dimensional Fund Advisors LP | $43.4M | 1.6% | 714,601 | Added |
| KBC Group NV | $37.1M | 1.4% | 610,164 | Added |
| Morgan Stanley | $35.8M | 1.3% | 589,652 | Trimmed |
| Legal & General Group Plc | $34.8M | 1.3% | 571,546 | Added |
| Resolution Capital Ltd | $31.3M | 1.2% | 515,795 | Added |
| Zimmer Partners, LP | $31.2M | 1.2% | 513,500 | Trimmed |
| Barrow Hanley Mewhinney & Strauss LLC | $30.7M | 1.1% | 504,368 | Added |
| Charles Schwab Investment Management Inc | $30.6M | 1.1% | 503,037 | Added |
| Schroder Investment Management Group | $30.2M | 1.1% | 494,524 | Trimmed |
| First Trust Advisors LP | $29.8M | 1.1% | 490,833 | Trimmed |
Share of 13F holdings is each fund's shares as a share of the 44,246,100 HTO shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- BlackRock, Inc. Added+$41.9M
- Two Sigma Investments, LP Added+$33.8M
- Wellington Management Group LLP Added+$23.2M
- Assenagon Asset Management S.A. New+$21.9M
- Raymond James Financial Inc Added+$17.5M
- Victory Capital Management Inc Added+$15.6M
- River Road Asset Management, LLC New+$7.7M
- State Street Corp Added+$7.5M
- Nuveen, LLC Added+$6.4M
- D. E. Shaw & Co., Inc. Added+$5.9M
Biggest sellers in Q2 2026
- Cohen & Steers, Inc. Trimmed-$78.8M
- ANTIPODES PARTNERS Ltd Trimmed-$29.7M
- Zimmer Partners, LP Trimmed-$29.6M
- Citadel Advisors LLC Trimmed-$23.7M
- Millennium Management LLC Trimmed-$19.8M
- Point72 Asset Management, L.P. Trimmed-$15.6M
- Nuance Investments, LLC Trimmed-$14.4M
- Morgan Stanley Trimmed-$11.6M
- Vanguard Capital Management LLC Trimmed-$6.9M
- Renaissance Technologies LLC Trimmed-$6.4M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $303M and sold $331M; 126 added and 91 trimmed.
Schedule 13D and 13G filings on HTO
Owners of more than 5% must file within days, so these can be newer than the 13F data.
- 2025-05-13STATE STREET CORP SCHEDULE 13G filed by H2O AmericaSchedule 13G
- 2025-02-05STATE STREET CORP SCHEDULE 13G filed by SJW GroupSchedule 13G
Questions about HTO ownership
- Who owns HTO stock?
- 314 institutional investment managers reported HTO positions in their Form 13F filings for Q2 2026, holding 44,246,100 shares worth $2.7B in total. BlackRock, Inc. reported the largest position.
- Are funds buying or selling HTO?
- In Q2 2026, 41 managers opened new HTO positions, 126 added, 91 trimmed and 40 sold out. Managers that filed in both quarters sold a net 475,830 shares.
- How current is this HTO institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to HTO by CUSIP. Options are left out. HTO news and filings · HTO insider trades · Top funds