Who Owns H2O America (HTO)?Hedge Fund & Institutional Holders

$58.63+1.27 (+2.22%)UtilitiesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.0000012041770002e+221T

% of Float Held

1.2270756309921551e+297%

QoQ Change in Holders

+15 / -3

Price History

$44.44$47.97$51.50$55.04$58.57May 25Oct 25Mar 26

HTO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Cerity Partners LLCNew Position+1.4M+$70.0M
KBC Group NVNew Position+836K+$40.8M
ATLAS Infrastructure Partners (UK) Ltd.New Position+584K+$28.6M
COHEN & STEERS, INC.New Position+545K+$26.7M
ANTIPODES PARTNERS LtdNew Position+384K+$18.8M
Resolution Capital LtdNew Position+234K+$11.5M
PRINCIPAL FINANCIAL GROUP INCNew Position+159K+$7.8M
Bank of New York Mellon CorpNew Position+183K+$7.0M
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCNew Position+113K+$5.0M
Yaupon Capital Management LPNew Position+100K+$4.9M
BW Gestao de Investimentos Ltda.New Position+81K+$4.0M
Susquehanna Portfolio Strategies, LLCNew Position+66K+$3.0M
KEYNOTE FINANCIAL SERVICES LLCNew Position+56K+$2.8M
Ausbil Investment Management LtdNew Position+53K+$2.6M
E. Ohman J:or Asset Management ABNew Position+47K+$2.3M

HTO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
AmundiDecreased-472K-$105.9B
FIRST TRUST ADVISORS LPDecreased-813K-$64.0B
NUANCE INVESTMENTS, LLCDecreased-115K-$49.7B
NORTHERN TRUST CORPDecreased-14K-$17.3B
Nuveen, LLCDecreased-61K-$11.9B
JPMORGAN CHASE & CODecreased-171K-$10.6B
Swiss Life Asset Management LtdDecreased-139K-$9.8B
CIBC Bancorp USA Inc.Closed Position-187K-$9.1B
MARSHALL WACE, LLPClosed Position-166K-$8.1B
MILLENNIUM MANAGEMENT LLCDecreased-129K-$6.5B
Thematics Asset ManagementClosed Position-132K-$6.4B
PUBLIC SECTOR PENSION INVESTMENT BOARDDecreased-13K-$6.2B
UBS Group AGDecreased-14K-$6.2B
Zimmer Partners, LPDecreased-81K-$6.1B
RENAISSANCE TECHNOLOGIES LLCDecreased-32K-$5.7B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BlackRock, Inc.4,090,242$200.0M0.00%Share
2VANGUARD GROUP INC2,457,996$120.4M0.00%Share
3Cerity Partners LLC1,435,783$70.0M0.10%Share
4STATE STREET CORP1,359,773$66.0M0.00%Share
5Amundi1,159,784$56.0M0.02%Share
6BlackRock, Inc.1,119,493$54.0M0.00%Share
7NUANCE INVESTMENTS, LLC906,724$44.4M4.89%Share
8MORGAN STANLEY754,825$36.0M0.00%Share
9GEODE CAPITAL MANAGEMENT, LLC720,359$35.0M0.00%Share
10BlackRock, Inc.642,891$31.0M0.00%Share
11Invesco Ltd.604,639$29.6M0.00%Share
12DIMENSIONAL FUND ADVISORS LP607,677$29.0M0.01%Share
13ATLAS Infrastructure Partners (UK) Ltd.584,080$28.6M1.43%Share
14COHEN & STEERS, INC.544,544$26.7M0.05%Share
15FIRST TRUST ADVISORS LP501,553$24.0M0.02%Share
16Legal & General Group Plc489,073$23.0M0.01%Share
17VICTORY CAPITAL MANAGEMENT INC468,342$22.0M0.01%Share
18GOLDMAN SACHS GROUP INC430,173$21.0M0.00%Share
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC433,757$21.0M0.00%Share
20KBC Group NV417,891$20.5M0.05%Share
21KBC Group NV417,891$20.4M0.05%Share
22ANTIPODES PARTNERS Ltd383,905$18.8M0.39%Share
23Amundi337,839$16.0M0.00%Share
24Assenagon Asset Management S.A.276,841$13.6M0.02%Share
25NORTHERN TRUST CORP283,539$13.0M0.00%Share
26HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC254,823$12.5M0.04%Share
27Resolution Capital Ltd234,455$11.5M0.25%Share
28VANGUARD GROUP INC209,516$10.3M0.00%Share
29Amundi215,263$10.0M0.00%Share
30TWO SIGMA INVESTMENTS, LP196,911$9.0M0.01%Share
31BlackRock, Inc.171,982$8.0M0.00%Share
32CIBC Private Wealth Group LLC183,639$8.0M0.01%Share
33SCHRODER INVESTMENT MANAGEMENT GROUP166,238$8.0M0.01%Share
34Nuveen, LLC175,533$8.0M0.00%Share
35PRINCIPAL FINANCIAL GROUP INC157,267$7.7M0.00%Share
36BlackRock, Inc.147,085$7.0M0.00%Share
37MORGAN STANLEY149,805$7.0M0.00%Share
38BlackRock, Inc.162,378$7.0M0.00%Share
39GABELLI FUNDS LLC147,655$7.0M0.05%Share
40MORGAN STANLEY148,440$7.0M0.00%Share
41AQR CAPITAL MANAGEMENT LLC149,249$7.0M0.00%Share
42ProShare Advisors LLC134,572$6.0M0.01%Share
43MORGAN STANLEY142,589$6.0M0.00%Share
44PUBLIC SECTOR PENSION INVESTMENT BOARD115,268$5.0M0.02%Share
45GEODE CAPITAL MANAGEMENT, LLC111,453$5.0M0.00%Share
46MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC112,841$5.0M0.05%Share
47Yaupon Capital Management LP99,884$4.9M0.18%Share
48AMERIPRISE FINANCIAL INC100,499$4.0M0.00%Share
49BlackRock, Inc.95,808$4.0M0.00%Share
50RENAISSANCE TECHNOLOGIES LLC84,000$4.0M0.01%Share

HTO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025274$1.4B+74
Q3 2025200$1.3T-21
Q2 2025221$977.8B-28
Q1 2025249$1.4T+27
Q4 2024222$9.1T+16
Q3 2024206$1093.2T+9
Q2 2024197$692.5T+12
Q1 2024185$691.7T—

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As of Q4 2025, 50 institutional investors hold HTO (H2O America). The largest holder is BlackRock, Inc. with $200.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own HTO?

As of Q4 2025, 50 institutional investors report holding HTO (H2O America) in their 13F filings.

Who is the largest institutional holder of HTO?

The largest institutional holder of HTO is BlackRock, Inc. with $200.0M in shares.

Is institutional ownership of HTO increasing or decreasing?

This quarter, 15 institutions opened new positions in HTO and 3 closed their positions.