H2O AMERICA (HTO) — Institutional Holders, Q2 2026

317 institutional investment managers reported a HTO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← HTO stock profile

HTO in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

129

Trimmed

Sold out

Biggest buyers

BlackRockAdded · +688,680 sh+$41.9M
TWO SIGMA INVESTMENTSAdded · +556,161 sh+$33.8M
WELLINGTON MANAGEMENT GROUP LLPAdded · +382,268 sh+$23.2M
RAYMOND JAMES FINANCIALAdded · +287,448 sh+$17.5M
VICTORY CAPITAL MANAGEMENTAdded · +256,839 sh+$15.6M

Biggest sellers

COHEN & STEERSTrimmed · -1,297,094 sh-$78.8M
ANTIPODES PARTNERS LtdTrimmed · -489,427 sh-$29.7M
Zimmer PartnersTrimmed · -487,500 sh-$29.6M
CITADEL ADVISORSTrimmed · -389,877 sh-$23.7M
MILLENNIUM MANAGEMENTTrimmed · -325,588 sh-$19.8M

HTO 13F holders ranked 1–100 of 317

Institutional investors reporting a position in H2O AMERICA on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 7,106,413 sh	7,106,413	$431.9M	<0.01%	+10.7%
2	ATLAS Infrastructure Partners (UK) Ltd.#2 · 4,612,035 sh	4,612,035	$280.3M	8.50%	+1.8%
3	WELLINGTON MANAGEMENT GROUP LLP#3 · 1,995,839 sh	1,995,839	$121.3M	0.02%	+23.7%
4	ANTIPODES PARTNERS Ltd#4 · 1,759,602 sh	1,759,602	$106.9M	1.96%	-21.8%
5	VANGUARD CAPITAL MANAGEMENT#5 · 1,574,377 sh	1,574,377	$95.7M	<0.01%	-6.7%
6	STATE STREET#6 · 1,554,683 sh	1,554,683	$94.5M	<0.01%	+8.6%
7	Cerity Partners#7 · 1,307,227 sh	1,307,227	$79.4M	0.10%	-0.2%
8	VANGUARD PORTFOLIO MANAGEMENT#8 · 1,263,898 sh	1,263,898	$76.8M	<0.01%	+8.1%
9	SOROS FUND MANAGEMENT#9 · 1,254,368 sh	1,254,368	$76.2M	0.94%	+2.1%
10	VICTORY CAPITAL MANAGEMENT#10 · 1,168,734 sh	1,168,734	$71.0M	0.04%	+28.2%
11	Amundi#11 · 1,105,367 sh	1,105,367	$67.2M	0.02%	-4.5%
12	GEODE CAPITAL MANAGEMENT#12 · 992,465 sh	992,465	$60.3M	<0.01%	+10.6%
13	Yaupon Capital Management#13 · 851,846 sh	851,846	$51.8M	1.02%	-4.9%
14	TWO SIGMA INVESTMENTS#14 · 806,493 sh	806,493	$49.0M	0.04%	+222.2%
15	Invesco Ltd.#15 · 776,317 sh	776,317	$47.2M	<0.01%	+10.8%
16	DIMENSIONAL FUND ADVISORS#16 · 714,601 sh	714,601	$43.4M	<0.01%	+1.3%
17	KBC Group NV#17 · 610,164 sh	610,164	$37.1M	—	+2.9%
18	MORGAN STANLEY#18 · 589,652 sh	589,652	$35.8M	<0.01%	-24.5%
19	Legal & General Group Plc#19 · 571,546 sh	571,546	$34.8M	<0.01%	+5.2%
20	Resolution Capital Ltd#20 · 515,795 sh	515,795	$31.3M	0.58%	+6.9%
21	Zimmer Partners#21 · 513,500 sh	513,500	$31.2M	0.72%	-48.7%
22	BARROW HANLEY MEWHINNEY & STRAUSS#22 · 504,368 sh	504,368	$30.7M	0.09%	+23.1%
23	CHARLES SCHWAB INVESTMENT MANAGEMENT#23 · 503,037 sh	503,037	$30.6M	<0.01%	+4.3%
24	SCHRODER INVESTMENT MANAGEMENT GROUP#24 · 494,524 sh	494,524	$30.2M	0.02%	-15.7%
25	FIRST ADVISORS#25 · 490,833 sh	490,833	$29.8M	0.02%	-7.7%
26	GOLDMAN SACHS GROUP#26 · 436,328 sh	436,328	$26.5M	<0.01%	+27.6%
27	NORTHERN#27 · 415,397 sh	415,397	$25.2M	<0.01%	+11.3%
28	Nuveen#28 · 337,662 sh	337,662	$20.5M	<0.01%	+45.5%
29	RAYMOND JAMES FINANCIAL#29 · 315,073 sh	315,073	$19.1M	<0.01%	+1040.5%
30	COHEN & STEERS#30 · 310,870 sh	310,870	$18.9M	0.03%	-80.7%
31	VANGUARD FIDUCIARY#31 · 253,621 sh	253,621	$15.4M	<0.01%	+5.3%
32	MIROVA#32 · 244,550 sh	244,550	$14.9M	0.55%	+25.3%
33	AQR CAPITAL MANAGEMENT#33 · 215,916 sh	215,916	$13.1M	<0.01%	+25.8%
34	Bank of New York Mellon#34 · 206,376 sh	206,376	$12.5M	<0.01%	+8.5%
35	Ausbil Investment Management Ltd#35 · 203,028 sh	203,028	$12.3M	—	-16.9%
36	PRINCIPAL FINANCIAL GROUP#36 · 189,995 sh	189,995	$11.5M	<0.01%	+4.7%
37	BW Gestao de Investimentos Ltda.#37 · 185,806 sh	185,806	$11.3M	0.22%	-15.9%
38	HOTCHKIS & WILEY CAPITAL MANAGEMENT#38 · 183,553 sh	183,553	$11.2M	0.03%	+0.4%
39	Assenagon Asset Management S.A.#39 · 179,910 sh	179,910	$10.9M	—	New
40	BANK OF AMERICA#40 · 176,992 sh	176,992	$10.8M	<0.01%	-33.2%
41	DUFF & PHELPS INVESTMENT MANAGEMENT#41 · 175,972 sh	175,972	$10.7M	0.10%	+57.4%
42	Squarepoint Ops#42 · 170,129 sh	170,129	$10.3M	0.01%	+61.0%
43	UBS Group AG#43 · 168,194 sh	168,194	$10.2M	<0.01%	+12.2%
44	GABELLI FUNDS#44 · 162,779 sh	162,779	$9.9M	0.06%	+8.8%
45	NUANCE INVESTMENTS#45 · 154,446 sh	154,446	$9.4M	1.60%	-60.6%
46	FRANKLIN RESOURCES#46 · 149,693 sh	149,693	$9.1M	<0.01%	+25.9%
47	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#47 · 136,071 sh	136,071	$8.3M	<0.01%	+3.3%
48	STATE OF WISCONSIN INVESTMENT BOARD#48 · 135,656 sh	135,656	$8.2M	0.02%	+20.5%
49	D. E. Shaw#49 · 135,525 sh	135,525	$8.2M	<0.01%	+245.9%
50	PUBLIC SECTOR PENSION INVESTMENT BOARD#50 · 135,149 sh	135,149	$8.2M	0.02%	+1.1%
51	Rokos Capital Management LLP#51 · 135,116 sh	135,116	$8.2M	0.03%	0.0%
52	Vennlight Capital Management#52 · 128,839 sh	128,839	$7.8M	5.25%	-20.6%
53	ProShare Advisors#53 · 127,660 sh	127,660	$7.8M	0.01%	+10.2%
54	River Road Asset Management#54 · 126,659 sh	126,659	$7.7M	0.09%	New
55	Point72 Asset Management, L.P.#55 · 114,239 sh	114,239	$6.9M	<0.01%	-69.2%
56	Schonfeld Strategic Advisors#56 · 111,566 sh	111,566	$6.8M	0.02%	+46.6%
57	MUTUAL OF AMERICA CAPITAL MANAGEMENT#57 · 106,779 sh	106,779	$6.5M	—	-5.1%
58	RHUMBLINE ADVISERS#58 · 103,854 sh	103,854	$6.3M	<0.01%	-6.1%
59	REAVES W H#59 · 100,000 sh	100,000	$6.1M	0.09%	0.0%
60	Jump Financial#60 · 98,963 sh	98,963	$6.0M	0.05%	+1355.3%
61	OCCUDO QUANTITATIVE STRATEGIES#61 · 96,174 sh	96,174	$5.8M	0.31%	+56.7%
62	BNP PARIBAS FINANCIAL MARKETS#62 · 90,724 sh	90,724	$5.5M	<0.01%	+81.9%
63	CIBC Bancorp USA#63 · 89,828 sh	89,828	$5.5M	<0.01%	+0.6%
64	Prospera Financial Services#64 · 87,863 sh	87,863	$5.3M	0.08%	-2.4%
65	AMERIPRISE FINANCIAL#65 · 79,081 sh	79,081	$4.8M	<0.01%	-12.0%
66	Swiss National Bank#66 · 77,600 sh	77,600	$4.7M	<0.01%	+6.6%
67	FIRST MANHATTAN#67 · 76,629 sh	76,629	$4.7M	0.01%	-1.1%
68	Quantinno Capital Management#68 · 74,057 sh	74,057	$4.5M	<0.01%	+76.5%
69	Boston Walden#69 · 73,582 sh	73,582	$4.5M	0.03%	-11.0%
70	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.#70 · 72,314 sh	72,314	$4.4M	0.03%	0.0%
71	ExodusPoint Capital Management#71 · 71,917 sh	71,917	$4.4M	0.03%	+1087.9%
72	HRT FINANCIAL#72 · 69,728 sh	69,728	$4.2M	0.01%	-38.4%
73	GREAT WEST LIFE ASSURANCE#73 · 68,605 sh	68,605	$4.2M	<0.01%	+17.0%
74	Susquehanna Portfolio Strategies#74 · 66,198 sh	66,198	$4.0M	0.06%	0.0%
75	DEUTSCHE BANK AG\#75 · 57,029 sh	57,029	$3.5M	<0.01%	-5.2%
76	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#76 · 56,697 sh	56,697	$3.4M	0.02%	-5.7%
77	E. Ohman J:or Asset Management AB#77 · 55,208 sh	55,208	$3.4M	—	+7.9%
78	KEYNOTE FINANCIAL SERVICES#78 · 53,661 sh	53,661	$3.3M	1.53%	-2.5%
79	RENAISSANCE TECHNOLOGIES#79 · 53,245 sh	53,245	$3.2M	<0.01%	-66.3%
80	Brevan Howard Capital Management#80 · 51,863 sh	51,863	$3.2M	0.02%	+40.5%
81	GAMCO INVESTORS, ET AL#81 · 50,630 sh	50,630	$3.1M	0.03%	-17.8%
82	PRICE T ROWE ASSOCIATES#82 · 49,413 sh	49,413	$3.0M	<0.01%	+23.0%
83	WELLS FARGO & COMPANY#83 · 49,041 sh	49,041	$3.0M	<0.01%	+50.7%
84	Clean Yield Group#84 · 46,155 sh	46,155	$2.8M	0.70%	-0.6%
85	North Star Investment Management#85 · 44,800 sh	44,800	$2.7M	0.15%	0.0%
86	EXCHANGE TRADED CONCEPTS#86 · 43,011 sh	43,011	$2.6M	0.01%	+2.6%
87	Maryland State Retirement & Pension System#87 · 42,450 sh	42,450	$2.6M	0.04%	+10.0%
88	ALLIANCEBERNSTEIN L.P.#88 · 41,801 sh	41,801	$2.5M	<0.01%	+5.3%
89	PRUDENTIAL FINANCIAL#89 · 40,083 sh	40,083	$2.4M	<0.01%	+6.2%
90	THRIVENT FINANCIAL FOR LUTHERANS#90 · 39,133 sh	39,133	$2.4M	<0.01%	-25.6%
91	New Age Alpha Advisors#91 · 37,401 sh	37,401	$2.3M	0.10%	-37.1%
92	Cetera Investment Advisers#92 · 37,152 sh	37,152	$2.3M	<0.01%	+204.5%
93	Headlands Technologies#93 · 36,827 sh	36,827	$2.2M	0.24%	New
94	South Dakota Investment Council#94 · 34,375 sh	34,375	$2.1M	0.04%	+1.4%
95	JPMORGAN CHASE#95 · 32,404 sh	32,404	$2.1M	<0.01%	-8.2%
96	Corient Private Wealth#96 · 33,311 sh	33,311	$2.0M	<0.01%	+115.5%
97	STOREBRAND ASSET MANAGEMENT AS#97 · 33,085 sh	33,085	$2.0M	<0.01%	+22.7%
98	VANGUARD ASSET MANAGEMENT, Ltd#98 · 32,808 sh	32,808	$2.0M	<0.01%	+11.0%
99	Bridgefront Capital#99 · 30,464 sh	30,464	$1.9M	0.49%	+511.6%
100	Aquatic Capital Management#100 · 30,387 sh	30,387	$1.8M	0.06%	New

Funds that sold out of HTO in Q2 2026 (40)

Held HTO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held HTO in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
JANE STREET GROUP103,942 sh	103,942	$6.1M
JENNISON ASSOCIATES101,146 sh	101,146	$5.9M
Ghisallo Capital Management100,000 sh	100,000	$5.9M
Swiss Life Asset Management Ltd75,670 sh	75,670	$4.4M
JACOBS LEVY EQUITY MANAGEMENT21,668 sh	21,668	$1.3M
VOLORIDGE INVESTMENT MANAGEMENT21,034 sh	21,034	$1.2M
Robeco Institutional Asset Management B.V.20,133 sh	20,133	$1.2M
CenterBook Partners19,373 sh	19,373	$1.1M
Quadrature Capital Ltd15,023 sh	15,023	$881.4K
Covalis Capital LLP15,000 sh	15,000	$880.0K
SEVEN GRAND MANAGERS15,000 sh	15,000	$880.0K
MACKENZIE FINANCIAL9,364 sh	9,364	$549.4K
Allspring Global Investments8,624 sh	8,624	$504.0K
Inspire Advisors7,488 sh	7,488	$439.3K
Hudson Bay Capital Management7,280 sh	7,280	$427.1K
AXQ CAPITAL6,844 sh	6,844	$401.5K
Robeco Schweiz AG6,127 sh	6,127	$359.5K
iSAM Funds (UK) Ltd5,587 sh	5,587	$327.8K
Graham Capital Management, L.P.5,418 sh	5,418	$317.9K
Sciencast Management5,189 sh	5,189	$304.4K
SYON CAPITAL4,188 sh	4,188	$245.7K
Voleon Capital Management3,930 sh	3,930	$230.6K
Beacon Pointe Advisors3,443 sh	3,443	$202.0K
IFM Investors Pty Ltd2,389 sh	2,389	$140.2K
QUADRANT CAPITAL GROUP936 sh	936	$76.4K
Clarity Asset Management527 sh	527	$30.9K
Destiny Wealth Partners325 sh	325	$19.1K
Western Wealth Management300 sh	300	$17.6K
Leonteq Securities AG159 sh	159	$9.4K
TWIN PEAKS WEALTH ADVISORS111 sh	111	$6.5K
High Note Wealth77 sh	77	$4.5K
Root Financial Partners58 sh	58	$3.4K
GROUP ONE TRADING, L.P.55 sh	55	$3.2K
MAI Capital Management54 sh	54	$3.2K
Advisory Services Network35 sh	35	$2.1K
Sound Income Strategies23 sh	23	$1.4K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT5 sh	5	$293.00
CREATIVE FINANCIAL DESIGNS3 sh	3	$176.00
Vermillion Wealth Management2 sh	2	$117.00
CURIO WEALTH1 sh	1	$59.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.