Security key
784305104
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 25,289,718
- Total 13F value
- $2,052,950,547
- Share change
- +4,712,339
- SEC-reported price per share
- $81.19
- Number of holders
- 210
- Value change
- +$390,540,587
- Number of buys
- 118
- Number of sells
- 82
- Shares outstanding
- 41,883,354
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2022
Institutions
210
Top holders
10
HTO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2023
Previous quarter: Q3 2022
H2O AMERICA SEC filings
H2O AMERICA company facts
Broader feeds
Reporting periods
Holder history for CUSIP 784305104
Recent filing periods:
Ownership snapshot
Top reported holders of HTO - H2O AMERICA - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
NUANCE INVESTMENTS, LLC
Disclosed value leader
NUANCE INVESTMENTS, LLC
Comparable rows
15/15
Latest evidence
30 Sep 2022
13F
Lead comparable stake: 7.3%
Showing 1-6 of 15 holder rows.
Quick read
NUANCE INVESTMENTS, LLC leads the comparable SEC ownership view at 7.3%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens NUANCE INVESTMENTS, LLC's linked filing trail.
Comparable ownership
Top 5
NUANCE INVESTMENTS, LLC
7.3%
BlackRock Finance, Inc.
5.9%
VANGUARD GROUP INC
4.4%
T. Rowe Price Investment Manageme...
3.9%
Covington Capital Management
3.8%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| NUANCE INVESTMENTS, LLC |
13F
Company
|
7.3%
|
$177,308,000
3,078,257 shares
|
— | 30 Sep 2022 |
| BlackRock Finance, Inc. |
13F
Company
|
5.9%
|
$141,143,000
2,450,388 shares
|
— | 30 Sep 2022 |
| VANGUARD GROUP INC |
13F
Company
|
4.4%
|
$106,119,000
1,842,353 shares
|
— | 30 Sep 2022 |
| T. Rowe Price Investment Management, Inc. |
13F
Company
|
3.9%
|
$94,663,000
1,643,445 shares
|
— | 30 Sep 2022 |
| Covington Capital Management |
13F
Company
|
3.8%
|
$91,630,000
1,590,799 shares
|
— | 30 Sep 2022 |
| Amundi |
13F
Individual
|
2.9%
|
$70,201,000
1,211,960 shares
|
— | 30 Sep 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
210
Shares
25,289,718
Rows available
210
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2022 vs Q3 2022 Across Filers
Q3 2022 holders
174
Q4 2022 holders
210
Holder diff
36
| Investor | Q3 2022 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2022 value | Q4 2022 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend