Security Snapshot

H2O AMERICA - Common Stock (HTO) Institutional Ownership

CUSIP: 784305104

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

279

Shares (Excl. Options)

30,109,317

Price

$48.99

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Type / Class
Equity / Common Stock
Symbol
HTO on Nasdaq
Underlying class
Common Stock
Shares outstanding
41,883,354
Price per share
$59.86
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
30,109,317
Total reported value
$1,475,185,608
% of total 13F portfolios
0%
Share change
+1,409,819
Value change
+$69,266,773
Number of holders
279
Price from insider filings
$59.86
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • HTO - H2O AMERICA - Common Stock is tracked under CUSIP 784305104.
  • 279 institutions reported positions in Q4 2025.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 279 to 133 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,475,185,608 to $634,402,367.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 279 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 784305104?
CUSIP 784305104 identifies HTO - H2O AMERICA - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of H2O AMERICA - Common Stock (HTO) based on Schedule 13D/G filings

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 Dec 2025, 279 institutional investors reported holding 30,109,317 shares of H2O AMERICA - Common Stock (HTO). This represents 72% of the company’s total 41,883,354 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of H2O AMERICA - Common Stock (HTO) together control 58% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 16% 6,655,180 +6.6% 0.01% $326,037,275
VANGUARD GROUP INC 6.5% 2,731,868 +2.9% 0% $133,834,213
Amundi 4.1% 1,712,886 -22% 0.03% $83,936,749
Cerity Partners LLC 3.5% 1,445,802 -0.18% 0.1% $70,829,902
MORGAN STANLEY 3.3% 1,368,179 +123% 0% $67,027,167
STATE STREET CORP 3.2% 1,359,773 +4.6% 0% $66,615,279
NUANCE INVESTMENTS, LLC 2.2% 906,724 -11% 4.9% $44,420,404
GEODE CAPITAL MANAGEMENT, LLC 2% 831,812 +1.5% 0% $40,757,758
DIMENSIONAL FUND ADVISORS LP 1.6% 658,935 +1.1% 0.01% $32,281,752
Invesco Ltd. 1.5% 646,559 +13% 0% $31,674,925
ATLAS Infrastructure Partners (UK) Ltd. 1.4% 584,080 1.4% $28,614,079
Legal & General Group Plc 1.4% 568,822 +1.4% 0.01% $27,877,808
COHEN & STEERS, INC. 1.3% 544,544 0.05% $26,677,000
FIRST TRUST ADVISORS LP 1.2% 502,393 -62% 0.02% $24,612,232
GOLDMAN SACHS GROUP INC 1.2% 482,535 +60% 0% $23,639,389
VICTORY CAPITAL MANAGEMENT INC 1.1% 468,342 +7% 0.01% $22,944,075
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1% 433,757 +3.3% 0% $21,249,755
KBC Group NV 1% 417,891 0% 0.05% $20,472,000
ANTIPODES PARTNERS Ltd 0.92% 383,905 0.4% $18,808,916
NORTHERN TRUST CORP 0.82% 342,958 -3.8% 0% $16,801,513
Assenagon Asset Management S.A. 0.66% 276,841 +72% 0.02% $13,562,441
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.61% 254,823 +0.63% 0.04% $12,483,779
Resolution Capital Ltd 0.56% 234,455 0.25% $11,485,950
TWO SIGMA INVESTMENTS, LP 0.47% 196,911 +35% 0.01% $9,646,670
CIBC Private Wealth Group LLC 0.44% 183,639 +0% 0.02% $8,996,475

Institutional Holders of H2O AMERICA - Common Stock (HTO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 10,812,934 $634,402,367 +$130,107,392 $58.67 133
2025 Q4 30,109,317 $1,475,185,608 +$69,266,773 $48.99 279
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
2019 Q4 19,846,863 $1,409,296,959 +$35,094,219 $71.06 165
2019 Q3 19,371,198 $1,322,918,854 +$1,594,551 $68.29 173
2019 Q2 19,372,449 $1,177,282,248 -$2,498,684 $60.77 160
2019 Q1 19,562,202 $1,207,902,653 +$49,564,577 $61.74 167
2018 Q4 18,836,285 $1,047,776,787 +$385,452,794 $55.62 176
2018 Q3 11,689,397 $714,708,949 -$31,313,980 $61.15 143
2018 Q2 12,011,108 $795,376,744 +$39,203,225 $66.22 142
2018 Q1 11,725,625 $618,076,787 +$15,527,449 $52.71 154
2017 Q4 11,412,862 $728,400,027 +$6,313,748 $63.83 153
2017 Q3 11,317,358 $640,842,793 +$111,289,699 $56.60 147
2017 Q2 9,398,664 $462,351,191 +$6,722,009 $49.18 140
2017 Q1 9,252,744 $446,095,595 +$55,776,960 $48.22 144
2016 Q4 9,136,055 $511,318,689 -$1,833,397 $55.98 147
2016 Q3 9,462,160 $413,065,644 +$10,744,055 $43.68 127
2016 Q2 9,244,811 $364,027,643 +$3,897,789 $39.38 133
2016 Q1 9,193,992 $334,295,525 +$3,216,489 $36.35 139
2015 Q4 9,107,298 $270,253,899 -$5,030,793 $29.65 113
2015 Q3 9,268,001 $284,929,112 -$52,692,251 $30.75 116
2015 Q2 10,999,241 $337,551,246 -$836,406 $30.69 115
2015 Q1 11,030,672 $341,008,440 -$2,456,498 $30.91 122
2014 Q4 11,093,351 $356,464,911 -$1,147,491 $32.12 112
2014 Q3 10,880,425 $292,360,551 +$2,011,955 $26.87 98
2014 Q2 10,803,885 $293,654,271 -$2,698,708 $27.20 100
2014 Q1 10,895,315 $322,672,327 +$3,529,633 $29.56 89
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