Security key
784305104
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 28,889,216
- Total 13F value
- $1,406,203,835
- Share change
- +975,408
- SEC-reported price per share
- $48.70
- Number of holders
- 277
- Value change
- +$45,385,643
- Number of buys
- 156
- Number of sells
- 116
- Shares outstanding
- 41,883,354
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2025
Institutions
277
Top holders
10
HTO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2025
Previous quarter: Q2 2025
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
STATE STREET CORP
Disclosed value leader
BlackRock, Inc.
Comparable rows
15/15
Latest evidence
30 Jun 2025
13D/G
13F
3/4/5
Lead comparable stake: 4%
13D/G row: STATE STREET CORP
Showing 1-6 of 15 holder rows.
Quick read
STATE STREET CORP leads the comparable SEC ownership view at 4%.
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 STATE STREET CORP's linked filing trail.
Comparable ownership
Top 5
STATE STREET CORP
4%
Tanya Moniz-Witten
0.03%
Gregory P. Landis
0.03%
BlackRock, Inc.
15%
VANGUARD GROUP INC
6.4%
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 |
|---|---|---|---|---|---|
| STATE STREET CORP |
13D/G
13F
STATE STREET CORPORATION · Company
|
4%
|
$73,260,965
1,347,452 shares
|
-$25,246,166 | 31 Mar 2025 |
| Tanya Moniz-Witten |
3/4/5
President, San Jose Water Co.
|
0.03%
|
$726,952
12,812 shares
|
— | 30 Apr 2025 |
| Gregory P. Landis |
3/4/5
Director
|
0.03%
|
$684,960
12,803 shares
|
— | 14 May 2025 |
| BlackRock, Inc. |
13F
Company
|
15%
|
$316,285,563
6,085,926 shares
|
— | 30 Jun 2025 |
| VANGUARD GROUP INC |
13F
Company
|
6.4%
|
$138,379,011
2,662,671 shares
|
— | 30 Jun 2025 |
| Cerity Partners LLC |
13F
Company
|
3.4%
|
$74,914,568
1,441,496 shares
|
— | 30 Jun 2025 |
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 Q3 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
277
Shares
28,889,216
Rows available
277
| 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 Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
259
Q3 2025 holders
277
Holder diff
18
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 value | Q3 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend