Latest Period
Q1 2026
Security Snapshot
H2O AMERICA - Common Stock (HTO) Institutional Ownership
CUSIP: 784305104
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
313
Shares (Excl. Options)
44,736,850
Price
$58.67
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- Shares outstanding
- 41,883,354
- Reported price per share
- $57.39
- Price from insider filings
- $57.39
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 44,736,850
- Total reported value
- $2,624,390,981
- Portfolio coverage rank
- 0.01%
- Share change
- +14,402,758
- Value change
- +$851,778,795
- Number of holders
- 313
Security identity
Issuer context
Latest holder snapshot
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- HTO - H2O AMERICA - Common Stock is tracked under CUSIP 784305104.
- 313 institutions reported positions in Q1 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 281 to 313 between Q4 2025 and Q1 2026.
- Reported value moved from $1,476,735,309 to $2,624,390,981.
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 Q1 2026.
Security key
784305104
Latest holder period
Q1 2026
13F holders
313
13D/G owners
4
CIK / CUSIP context first
Open Q1 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. | 14% | -14% | $353,850,680 | +$23,908,084 | 6,031,203 | +7.2% | BlackRock, Inc. | 31 Mar 2026 |
| ATLAS Infrastructure Partners (UK) Ltd. | 11% | $239,884,152 | 4,533,815 | ATLAS Infrastructure Partners (UK) Ltd. | 04 Mar 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 31 Mar 2026, 313 institutional investors reported holding 44,736,850 shares of H2O AMERICA - Common Stock (HTO). This represents 107% of the company’s total 41,883,354 outstanding shares.
13F 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. | 15% | 6,417,733 | -3.6% | 0.01% | $376,528,380 |
| ATLAS Infrastructure Partners (UK) Ltd. | 11% | 4,532,084 | +676% | 9.4% | $265,897,368 |
| ANTIPODES PARTNERS Ltd | 5.4% | 2,249,029 | +486% | 2.5% | $131,950,531 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4% | 1,687,253 | 0% | 0% | $98,991,134 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.9% | 1,613,571 | 0.02% | $94,668,210 | |
| COHEN & STEERS, INC. | 3.8% | 1,607,964 | +195% | 0.16% | $94,339,000 |
| STATE STREET CORP | 3.4% | 1,431,151 | +5.2% | 0% | $83,965,629 |
| Cerity Partners LLC | 3.1% | 1,309,679 | -9.4% | 0.11% | $76,838,858 |
| SOROS FUND MANAGEMENT LLC | 2.9% | 1,228,747 | 0.99% | $72,090,586 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.8% | 1,169,078 | 0% | 0% | $68,589,806 |
| Amundi | 2.8% | 1,156,952 | -32% | 0.02% | $67,883,115 |
| Zimmer Partners, LP | 2.4% | 1,001,000 | +2185% | 1.4% | $58,728,670 |
| VICTORY CAPITAL MANAGEMENT INC | 2.2% | 911,895 | +95% | 0.03% | $53,500,879 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 897,076 | +7.8% | 0% | $52,642,490 |
| Yaupon Capital Management LP | 2.1% | 895,435 | +796% | 2.6% | $52,535,171 |
| MORGAN STANLEY | 1.9% | 781,201 | -43% | 0% | $45,833,134 |
| DIMENSIONAL FUND ADVISORS LP | 1.7% | 705,345 | +7% | 0.01% | $41,383,188 |
| Invesco Ltd. | 1.7% | 700,595 | +8.4% | 0.01% | $41,103,909 |
| KBC Group NV | 1.4% | 593,161 | +42% | 0.09% | $34,801,000 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.4% | 586,940 | +253% | 0.03% | $34,611,851 |
| Legal & General Group Plc | 1.3% | 543,482 | -4.5% | 0.01% | $31,932,634 |
| FIRST TRUST ADVISORS LP | 1.3% | 531,987 | +5.9% | 0.02% | $31,211,676 |
| Resolution Capital Ltd | 1.2% | 482,460 | +106% | 0.6% | $28,305,928 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2% | 482,170 | +11% | 0% | $28,288,914 |
| CITADEL ADVISORS LLC | 0.99% | 416,111 | +530% | 0.02% | $24,413,233 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 44,736,850 | $2,624,390,981 | +$851,778,795 | $58.67 | 313 |
| 2025 Q4 | 30,140,950 | $1,476,735,309 | +$69,292,052 | $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 |
| 2020 Q2 | 20,150,756 | $1,250,646,550 | +$47,432,648 | $62.11 | 158 |
| 2020 Q1 | 19,416,130 | $1,122,425,565 | -$28,161,543 | $57.77 | 161 |