Security key
784305104
- Security type / class
- Equity / Common Stock
- Shares outstanding
- 41,883,354
- Total 13F shares
- 27,199,537
- Share change
- +952,145
- Total reported value
- $1,484,543,749
- Put/Call ratio
- 133%
- Reported price per share
- $54.69
- Number of holders
- 248
- Value change
- +$52,240,243
- Number of buys
- 143
- Number of sells
- 95
Security identity
Holder snapshot
Report period
Q1 2025
Institutions
248
Top holders
10
HTO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2025
Previous quarter: Q4 2024
H2O AMERICA SEC filings
H2O AMERICA company facts
Broader feeds
Reporting periods
Holder history for CUSIP 784305104
Recent filing periods:
Ownership snapshot
Top shareholders 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.
Lead holder
STATE STREET CORP
13D/G signal
STATE STREET CORP
Evidence rows
50
Latest as of
31 Dec 2024
13F
13D/G
Lead comparable stake: 4%
13D/G row: STATE STREET CORP
Showing first 8 of 50 holder rows.
Open remaining rows
Rank 1 holder
STATE STREET CORP
13F
13D/G
- Ownership
- 4%
- Position
- $89.18M
Rank 2 holder
BlackRock, Inc.
13F
- Ownership
- 15%
- Position
- $310.86M
Rank 3 holder
VANGUARD GROUP INC
13F
- Ownership
- 6.2%
- Position
- $128.84M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| STATE STREET CORP |
13F
13D/G
Company · STATE STREET CORPORATION
|
4%
from 13D/G
|
$89,176,402
1,811,792 shares
|
— | 31 Dec 2024 |
| BlackRock, Inc. |
13F
Company
|
15%
|
$310,864,996
6,315,827 shares
|
— | 31 Dec 2024 |
| VANGUARD GROUP INC |
13F
Company
|
6.2%
|
$128,840,340
2,617,642 shares
|
— | 31 Dec 2024 |
| Cerity Partners LLC |
13F
Company
|
3.5%
|
$71,846,515
1,459,365 shares
|
— | 31 Dec 2024 |
| FIRST TRUST ADVISORS LP |
13F
Company
|
3.1%
|
$64,858,219
1,317,721 shares
|
— | 31 Dec 2024 |
| Amundi |
13F
Individual
|
3.1%
|
$63,702,710
1,310,658 shares
|
— | 31 Dec 2024 |
| NUANCE INVESTMENTS, LLC |
13F
Company
|
3%
|
$61,872,420
1,256,548 shares
|
— | 31 Dec 2024 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
1.8%
|
$36,708,052
745,624 shares
|
— | 31 Dec 2024 |
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 Q1 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
248
Shares
27,199,537
Rows loaded
249
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* 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 failed the local validity check.
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
235
Q1 2025 holders
248
Holder diff
13
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend