Comparable stake leader
BlackRock, Inc.
SEC ownership of H2O AMERICA
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000766829.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
05 Jun 2026
- Public ticker
- HTO on Nasdaq
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
BlackRock, Inc.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
05 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000766829
- Issuer location
- San Jose, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of H2O AMERICA (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
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
05 Jun 2026
13F
13D/G
3/4/5
Lead comparable stake: 14%
13D/G row: BlackRock, Inc.
Showing 1-8 of 50 holder rows.
Quick read
BlackRock, Inc. leads the comparable SEC ownership view at 14%.
50 of 50 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 BlackRock, Inc.'s linked filing trail.
Comparable ownership
Top 5
BlackRock, Inc.
14%
ATLAS Infrastructure Partners (UK...
11%
Future Fund Board of Guardians
6.2%
Amundi
4.8%
STATE STREET CORP
4%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
Company
|
14%
from 13D/G
|
$376,528,380
6,417,733 shares
|
— | 31 Mar 2026 |
| ATLAS Infrastructure Partners (UK) Ltd. |
13F
13D/G
3/4/5
Company · 10%+ Owner
|
11%
from 13D/G
|
$265,897,368
4,532,084 shares
|
— | 31 Mar 2026 |
| Future Fund Board of Guardians |
13D/G
|
6.2%
|
—
2,603,878 shares
|
$0 | 03 Mar 2026 |
| Amundi |
13D/G
13F
Individual
|
4.8%
|
$83,914,285
1,712,886 shares
|
-$23,107,064 | 31 Dec 2025 |
| STATE STREET CORP |
13F
13D/G
Company · STATE STREET CORPORATION
|
4%
from 13D/G
|
$83,965,629
1,431,151 shares
|
— | 31 Mar 2026 |
| GIP ATLAS Holdings Ltd |
3/4/5
10%+ Owner
|
11%
|
$265,763,904
4,612,035 shares
|
+$4,679,777 | 29 May 2026 |
| Andrew F. Walters |
3/4/5
Chief Executive Officer, Director
|
0.06%
|
$1,580,276
26,935 shares
|
-$99,162 | 05 Jun 2026 |
| Kristen A. Johnson |
3/4/5
Chief Administrative Officer
|
0.04%
|
$783,451
18,160 shares
|
— | 02 Jun 2026 |
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.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$9,260,393.
Buys
$9,524,642
Insiders: 2
Sells
$264,249
Insiders: 3
Net
+$9,260,393
Shares: +157,802
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 162,772
Shares: 4,970
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 162,772 | 2,870 | $9,524,642 | $165,087 | +$9,359,555 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 2,100 | $0 | $99,162 | -$99,162 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 29 reporting-owner rows connected to H2O AMERICA. Open a relationship link for the CIK-to-CIK filing trail.
Rows
29
Largest Forms 3/4/5 holder
GIP ATLAS Holdings Ltd
Net 12M change
+$9,260,392
Latest report
05 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| GIP ATLAS Holdings Ltd | 10%+ Owner | $265,763,904 | +$4,679,777 | +1.8% | Filing P/S | 29 May 2026 |
| ATLAS Infrastructure Partners (UK) Ltd. | 10%+ Owner | $265,763,904 | +$4,679,777 | +1.8% | Filing P/S | 29 May 2026 |
| Robert A. van Valer | Former 10% Owner | $6,077,172 | Mixed | 01 Feb 2023 | ||
| Eric W. Thornburg | President & CEO, Director | $4,130,276 | Mixed | 28 Feb 2025 | ||
| Maureen P. Westbrook | President of CTWS | $2,612,778 | Mixed | 29 Dec 2022 | ||
| Andrew Gere | President of SJWC | $1,642,465 | Mixed | 28 Feb 2023 | ||
| James P. Lynch | Chief Accounting Officer | $1,625,278 | Mixed | 03 Nov 2022 | ||
| Andrew F. Walters | Chief Executive Officer, Director | $1,580,276 | -$99,162 | -5.9% | Median | 05 Jun 2026 |
| Walter J. Bishop | Director | $1,011,639 | Mixed | 27 Apr 2022 | ||
| Daniel B. More | Director | $1,002,376 | Median | 13 May 2026 | ||
| Bruce A. Hauk | President and COO | $893,774 | Mixed | 27 Feb 2026 | ||
| Kristen A. Johnson | Chief Administrative Officer | $783,451 | Mixed | 02 Jun 2026 | ||
| Megan Mattern | CAO, PAO and Controller | $782,274 | Mixed | 27 Feb 2026 | ||
| Willie D. Brown Jr. | VP & Gen Counsel | $729,069 | Mixed | 27 Feb 2026 | ||
| Tanya Moniz-Witten | President, San Jose Water Co. | $726,952 | Mixed | 30 Apr 2025 | ||
| Gregory P. Landis | Director | $684,960 | Mixed | 14 May 2025 | ||
| Mary Ann Hanley | Director | $679,574 | Median | 13 May 2026 | ||
| Carol P. Wallace | Director | $659,333 | Median | 13 May 2026 | ||
| Heather Hunt | Director | $659,333 | Median | 13 May 2026 | ||
| Rebecca A. Klein | Director | $540,233 | Median | 13 May 2026 |
Recent insider transactions for H2O AMERICA
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Andrew F. Walters | HTO | Common Stock | Gift | -11.6% | -3,508 | 26,835 | 05 Jun 2026 | Direct | ||
| Kristen A. Johnson | HTO | Common Stck | Award | 0 | 18,160 | 02 Jun 2026 | Direct | |||
| ATLAS Infrastructure Partners (UK) Ltd. | HTO | Common Stock | Purchase | 0.68% | $1,786,402 | $57.62 | 31,001 | 4,612,035 | 29 May 2026 | Direct |
| ATLAS Infrastructure Partners (UK) Ltd. | HTO | Common Stock | Purchase | 0.68% | $1,786,402 | $57.62 | 31,001 | 4,612,035 | 29 May 2026 | Direct |
| ATLAS Infrastructure Partners (UK) Ltd. | HTO | Common Stock | Sale | -0.03% | $82,544 | $57.52 | -1,435 | 4,581,034 | 29 May 2026 | Direct |
| ATLAS Infrastructure Partners (UK) Ltd. | HTO | Common Stock | Sale | -0.03% | $82,544 | $57.52 | -1,435 | 4,581,034 | 29 May 2026 | Direct |
| Denise L. Kruger | HTO | Common Stock | Award | 39.1% | 1,947 | 6,923 | 13 May 2026 | Direct | ||
| Rebecca A. Klein | HTO | Common Stock | Award | 26.8% | 1,947 | 9,208 | 13 May 2026 | Direct | ||
| Carl Guardino | HTO | Common Stock | Award | 27.1% | 1,947 | 9,139 | 13 May 2026 | Direct | ||
| Heather Hunt | HTO | Common Stock | Award | 21% | 1,947 | 11,238 | 13 May 2026 | Direct | ||
| Mary Ann Hanley | HTO | Common Stock | Award | 20.2% | 1,947 | 11,583 | 13 May 2026 | Direct | ||
| Carol P. Wallace | HTO | Common Stock | Award | 21% | 1,947 | 11,238 | 13 May 2026 | Direct | ||
| Nick O Rowe | HTO | Common Stock | Award | 385.5% | 1,947 | 2,452 | 13 May 2026 | Direct | ||
| Daniel B. More | HTO | Common Stock | Award | 1,947 | 1,947 | 13 May 2026 | Direct | |||
| GIP ATLAS Holdings Ltd | HTO | Common Stock | Purchase | 1.11% | $2,975,919 | $59.06 | 50,385 | 4,582,469 | 10 Apr 2026 | Direct |
| ATLAS Infrastructure Partners (UK) Ltd. | HTO | Common Stock | Purchase | 1.11% | $2,975,919 | $59.06 | 50,385 | 4,582,469 | 10 Apr 2026 | Direct |
| Kristen A. Johnson | HTO | Common Stck | Award | 0.81% | 145 | 18,021 | 02 Mar 2026 | Direct | ||
| Nick O Rowe | HTO | Common Stock | Award | 505 | 505 | 01 Mar 2026 | Direct | |||
| Willie D. Brown Jr. | HTO | Common Stock | Tax liability | -3.7% | -521 | 13,554 | 27 Feb 2026 | Direct | ||
| Willie D. Brown Jr. | HTO | Common Stock | Award | 23.2% | 2,647 | 14,075 | 27 Feb 2026 | Direct | ||
| Megan Mattern | HTO | Common Stock | Award | 17.2% | 2,166 | 14,785 | 27 Feb 2026 | Direct | ||
| Kristen A. Johnson | HTO | Common Stock | Tax liability | -3.13% | -470 | 14,565 | 27 Feb 2026 | Direct | ||
| Kristen A. Johnson | HTO | Common Stock | Award | 20.7% | 2,575 | 15,035 | 27 Feb 2026 | Direct | ||
| Bruce A. Hauk | HTO | Common Stock | Tax liability | -2.22% | -378 | 16,616 | 27 Feb 2026 | Direct | ||
| Bruce A. Hauk | HTO | Common Stock | Award | 33.3% | 4,246 | 16,994 | 27 Feb 2026 | Direct | ||
| Ann P. Kelly | HTO | Common Stock | Award | 20.4% | 1,707 | 10,064 | 27 Feb 2026 | Direct | ||
| Andrew F. Walters | HTO | Common Stock | Tax liability | -1.95% | -605 | 30,343 | 27 Feb 2026 | Direct | ||
| Andrew F. Walters | HTO | Common Stock | Award | 32.9% | 7,654 | 30,948 | 27 Feb 2026 | Direct | ||
| Willie D. Brown Jr. | HTO | Common Stock | Tax liability | -1.53% | -178 | 11,428 | 03 Jan 2026 | Direct | ||
| Andrew F. Walters | HTO | Common Stock | Tax liability | -0.92% | -216 | 23,294 | 03 Jan 2026 | Direct | ||
| Kristen A. Johnson | HTO | Common Stock | Tax liability | -1.27% | -160 | 12,460 | 03 Jan 2026 | Direct | ||
| Bruce A. Hauk | HTO | Common Stock | Tax liability | -1.18% | -152 | 12,748 | 03 Jan 2026 | Direct | ||
| Willie D. Brown Jr. | HTO | Common Stock | Tax liability | -4.64% | -565 | 11,606 | 02 Jan 2026 | Direct | ||
| Ann P. Kelly | HTO | Common Stock | Tax liability | -2.34% | -200 | 8,357 | 02 Jan 2026 | Direct | ||
| Andrew F. Walters | HTO | Common Stock | Tax liability | -2.82% | -682 | 23,510 | 02 Jan 2026 | Direct | ||
| Kristen A. Johnson | HTO | Common Stock | Tax liability | -3.91% | -514 | 12,620 | 02 Jan 2026 | Direct | ||
| Bruce A. Hauk | HTO | Common Stock | Tax liability | -6.34% | -873 | 12,900 | 02 Jan 2026 | Direct | ||
| Ann P. Kelly | HTO | Common Stock | Tax liability | -6.36% | -581 | 8,557 | 01 Dec 2025 | Direct | ||
| Kristen A. Johnson | HTO | Common Stck | Award | 0.9% | 159 | 17,876 | 01 Dec 2025 | Direct | ||
| Andrew F. Walters | HTO | Common Stock | Sale | -7.99% | $99,162 | $47.22 | -2,100 | 24,192 | 13 Nov 2025 | Direct |
| Kristen A. Johnson | HTO | Common Stck | Award | 0.86% | 151 | 17,717 | 02 Sep 2025 | Direct | ||
| Bruce A. Hauk | HTO | Common Stock | Tax liability | -0.84% | -116 | 13,773 | 22 Aug 2025 | Direct | ||
| Megan Mattern | HTO | Common Stock | Award | 12,619 | 12,619 | 30 Jul 2025 | Direct | |||
| Kristen A. Johnson | HTO | Common Stock | Award | 18.4% | 2,037 | 13,134 | 01 Jul 2025 | Direct | ||
| Kristen A. Johnson | HTO | Common Stck | Award | 0 | 17,566 | 01 Jul 2025 | Direct | |||
| Andrew F. Walters | HTO | Common Stock | Award | 15.8% | 3,580 | 26,292 | 01 Jul 2025 | Direct | ||
| Bruce A. Hauk | HTO | Common Stock | Award | 17.6% | 2,076 | 13,889 | 01 Jul 2025 | Direct | ||
| Ann P. Kelly | HTO | Common Stock | Award | 11.6% | 952 | 9,138 | 01 Jul 2025 | Direct |
* marks a reported price that did not pass the local price check.