13F reference period
Q2 2026
Security Snapshot
H2O AMERICA - Common Stock (HTO) Institutional Ownership
CUSIP: 784305104
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
313
Shares (Excl. Options)
44.06M
Full value: 44,064,719 · shares · 30 Jun 2026Price
$60.77
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common Stock
- Symbol
- HTO on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 44,064,719
- Total 13F value
- $2,678,021,306
- Portfolio coverage rank
- 0%
- Share change
- -702,065
- Value change
- -$41,453,157
- Number of holders
- 313
- Underlying class
- Common Stock
- Shares outstanding
- 41,771,601
- SEC-reported price per share
- $58.07
- Insider filing price
- $58.07
Latest holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- HTO - H2O AMERICA - Common Stock is tracked under CUSIP 784305104.
- 313 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 313 to 313 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$2.62B
Full value: $2,624,612,379 · USD · 31 Mar 2026.$2.68B
Full value: $2,678,021,306 · USD · 30 Jun 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 313 institutions filings for Q2 2026.
Security key
784305104
13F reference period
Q2 2026
13F holders
313
13D/G owners
4
CIK / CUSIP context first
Open Q2 2026 holders
HTO full holder history
H2O AMERICA SEC filings
H2O AMERICA company facts
H2O AMERICA insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 784305104:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
HTO
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 15% | -6.2% | $381,008,801 | -$26,543,918 | 6,182,197 | -6.5% | BlackRock, Inc. | 30 Sep 2026 |
| ATLAS Infrastructure Partners (UK) Ltd. | 11% | +1.3% | $297,126,055 | +$3,825,964 | 4,675,469 | +1.3% | ATLAS Infrastructure Partners (UK) Ltd. | 21 Sep 2026 |
| Amundi | 4.8% | -24% | $83,914,285 | -$23,107,064 | 1,712,886 | -22% | AMUNDI | 31 Dec 2025 |
| STATE STREET CORP | 4% | -28% | $73,260,965 | -$25,246,166 | 1,347,452 | -26% | STATE STREET CORPORATION | 31 Mar 2025 |
As of 30 Jun 2026,
313
institutional investors reported holding
shares of
H2O AMERICA - Common Stock (HTO).
This represents
105%
of the company’s total
outstanding shares.
44.06M
Full value: 44,064,719 · shares · 30 Jun 202641.77M
Full value: 41,771,601 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
81%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17% | 7,106,413 | +11% | 0.01% | $431,856,704 |
| ATLAS Infrastructure Partners (UK) Ltd. | 11% | 4,612,035 | +1.8% | 8.5% | $280,273,367 |
| WELLINGTON MANAGEMENT GROUP LLP | 4.8% | 1,995,839 | +24% | 0.02% | $121,287,136 |
| ANTIPODES PARTNERS Ltd | 4.2% | 1,759,602 | -22% | 2% | $106,931,014 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.8% | 1,574,377 | -6.7% | 0% | $95,674,890 |
| STATE STREET CORP | 3.7% | 1,554,683 | +8.6% | 0% | $94,478,086 |
| Cerity Partners LLC | 3.1% | 1,307,227 | -0.19% | 0.1% | $79,440,159 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3% | 1,263,898 | +8.1% | 0% | $76,807,081 |
| SOROS FUND MANAGEMENT LLC | 3% | 1,254,368 | +2.1% | 1% | $76,227,943 |
| VICTORY CAPITAL MANAGEMENT INC | 2.8% | 1,168,734 | +28% | 0.04% | $71,023,965 |
| Amundi | 2.6% | 1,105,367 | -4.5% | 0.02% | $67,164,921 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | 992,465 | +11% | 0% | $60,323,655 |
| Yaupon Capital Management LP | 2% | 851,846 | -4.9% | 1.7% | $51,766,681 |
| TWO SIGMA INVESTMENTS, LP | 1.9% | 806,493 | +222% | 0.04% | $49,010,580 |
| Invesco Ltd. | 1.9% | 776,317 | +11% | 0% | $47,176,786 |
| DIMENSIONAL FUND ADVISORS LP | 1.7% | 714,601 | +1.3% | 0.01% | $43,426,868 |
| KBC Group NV | 1.5% | 610,164 | +2.9% | 0.08% | $37,080,000 |
| MORGAN STANLEY | 1.4% | 589,652 | -25% | 0% | $35,833,239 |
| Legal & General Group Plc | 1.4% | 571,546 | +5.2% | 0.01% | $34,791,587 |
| Resolution Capital Ltd | 1.2% | 515,795 | +6.9% | 0.58% | $31,344,862 |
| Zimmer Partners, LP | 1.2% | 513,500 | -49% | 0.74% | $31,205,395 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.2% | 504,368 | +23% | 0.09% | $30,650,443 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2% | 503,037 | +4.3% | 0% | $30,569,558 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.2% | 494,524 | -16% | 0.02% | $30,170,909 |
| FIRST TRUST ADVISORS LP | 1.2% | 490,833 | -7.7% | 0.02% | $29,827,921 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 8,272,695 | $509,628,110 | +$64,356,525 | $61.63 | 126 |
| 2026 Q2 | 44,064,719 | $2,678,021,306 | -$41,453,157 | $60.77 | 313 |
| 2026 Q1 | 44,740,624 | $2,624,612,379 | +$852,279,377 | $58.67 | 313 |
| 2025 Q4 | 30,140,950 | $1,476,735,309 | +$69,001,149 | $48.99 | 281 |
| 2025 Q3 | 28,889,216 | $1,406,203,835 | +$45,385,643 | $48.70 | 277 |
| 2025 Q2 | 27,898,947 | $1,452,805,897 | +$34,174,095 | $51.97 | 259 |
| 2025 Q1 | 27,199,537 | $1,484,543,749 | +$52,240,243 | $54.69 | 248 |
| 2024 Q4 | 26,231,448 | $1,290,435,175 | +$30,041,870 | $49.22 | 235 |
| 2024 Q3 | 25,573,979 | $1,485,569,441 | +$22,088,974 | $58.11 | 246 |
| 2024 Q2 | 24,872,799 | $1,348,428,325 | +$7,992,839 | $54.22 | 228 |
| 2024 Q1 | 24,719,770 | $1,398,028,279 | +$9,246,656 | $56.59 | 223 |
| 2023 Q4 | 24,493,919 | $1,600,225,456 | +$119,183 | $65.35 | 226 |
| 2023 Q3 | 24,496,783 | $1,472,599,553 | -$42,928,998 | $60.11 | 220 |
| 2023 Q2 | 25,185,036 | $1,766,308,449 | -$41,364,140 | $70.11 | 216 |
| 2023 Q1 | 25,696,874 | $1,956,843,769 | +$31,339,758 | $76.13 | 208 |
| 2022 Q4 | 25,289,718 | $2,052,950,547 | +$390,540,587 | $81.19 | 210 |
| 2022 Q3 | 22,102,197 | $1,273,836,887 | -$82,518,404 | $57.60 | 174 |
| 2022 Q2 | 21,956,965 | $1,370,245,733 | +$19,954,879 | $62.41 | 176 |
| 2022 Q1 | 21,597,472 | $1,499,638,629 | -$4,605,160 | $69.58 | 176 |
| 2021 Q4 | 21,650,168 | $1,583,939,392 | -$40,386,042 | $73.20 | 176 |
| 2021 Q3 | 22,264,362 | $1,470,805,417 | +$62,659,454 | $66.06 | 154 |
| 2021 Q2 | 21,319,763 | $1,349,767,182 | +$968,642 | $63.30 | 142 |
| 2021 Q1 | 21,201,218 | $1,334,934,574 | +$61,528,614 | $62.99 | 157 |
| 2020 Q4 | 20,122,765 | $1,393,973,027 | +$5,449,532 | $69.36 | 159 |
| 2020 Q3 | 20,027,998 | $1,218,577,981 | -$7,051,224 | $60.86 | 156 |