H2O AMERICA HTO
$62.42
+2.8% 52w: $43.73 – $62.42
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data43.7353.0862.42
Jun 20, 2025 Jul 2, 2026
Institutional holders
313
+33 QoQ
13F value
$2.62B
+77.7% QoQ
Smart-money holders
17
signal tier ≥ 2
New smart buyers
7
Q1 2026
Options barometer
0.4×
$15.6M calls / $44.2M puts
Institutional value by quarter
Number of holders
Who owns HTO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 6.4M | $376.5M | 0.0% | -3.6% |
| ATLAS Infrastructure Partners (UK) Ltd. ★2 | Fundamental diversified | 4.5M | $265.9M | 9.4% | +675.9% |
| ANTIPODES PARTNERS Ltd ★2 | Fundamental diversified | 2.2M | $132.0M | 2.5% | +485.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.7M | $99.0M | 0.0% | — |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 1.6M | $94.7M | 0.0% | New |
| COHEN & STEERS, INC. | Other | 1.6M | $94.3M | 0.2% | +195.3% |
| STATE STREET CORP | Index provider | 1.4M | $84.0M | 0.0% | +5.2% |
| Cerity Partners LLC | Diversified mechanical | 1.3M | $76.8M | 0.1% | -9.4% |
| SOROS FUND MANAGEMENT LLC ★2 | Value conviction | 1.2M | $72.1M | 1.3% | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 1.2M | $68.6M | 0.0% | — |
| Amundi | Diversified mechanical | 1.2M | $67.9M | 0.0% | -32.5% |
| Zimmer Partners, LP ★2 | Fundamental diversified | 1.0M | $58.7M | 1.5% | +2184.6% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 911.9K | $53.5M | 0.0% | +94.7% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 897.1K | $52.6M | 0.0% | +7.8% |
| Yaupon Capital Management LP | Other | 895.4K | $52.5M | 2.6% | +796.5% |
| MORGAN STANLEY | Bank broker | 781.2K | $45.8M | 0.0% | -42.9% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 705.3K | $41.4M | 0.0% | +7.0% |
| Invesco Ltd. | Index provider | 700.6K | $41.1M | 0.0% | +8.4% |
| KBC Group NV | Diversified mechanical | 593.2K | $34.8M | 0.1% | +41.9% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 586.9K | $34.6M | 0.0% | +253.1% |
| Legal & General Group Plc | Diversified mechanical | 543.5K | $31.9M | 0.0% | -4.5% |
| FIRST TRUST ADVISORS LP | Index provider | 532.0K | $31.2M | 0.0% | +5.9% |
| Resolution Capital Ltd ★3 | Fundamental concentrated | 482.5K | $28.3M | 0.6% | +105.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 482.2K | $28.3M | 0.0% | +11.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 416.1K | $24.4M | 0.0% | +529.7% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Other | 409.6K | $24.0M | 0.1% | New |
| NUANCE INVESTMENTS, LLC ★3 | Fundamental concentrated | 391.6K | $23.0M | 3.2% | -56.8% |
| NORTHERN TRUST CORP | Index provider | 373.3K | $21.9M | 0.0% | +8.9% |
| Point72 Asset Management, L.P. | Multistrat pod | 371.1K | $21.8M | 0.0% | New |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 343.8K | $20.2M | 0.0% | +7074.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 342.0K | $20.1M | 0.0% | -29.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 264.9K | $15.5M | 0.0% | +128.9% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 250.3K | $14.7M | 0.0% | +27.1% |
| Ausbil Investment Management Ltd ★2 | Fundamental diversified | 244.3K | $14.3M | 7.1% | +359.9% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 241.0K | $14.1M | 0.0% | — |
| Nuveen, LLC | Diversified mechanical | 232.1K | $13.6M | 0.0% | +27.0% |
| BW Gestao de Investimentos Ltda. | Quant stat arb | 220.9K | $13.0M | 0.6% | +172.1% |
| MIROVA ★2 | Fundamental diversified | 195.2K | $11.5M | 0.5% | New |
| Bank of New York Mellon Corp | Diversified mechanical | 190.2K | $11.2M | 0.0% | +3.9% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 182.9K | $10.7M | 0.0% | -28.2% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 181.4K | $10.6M | 0.0% | +14.3% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 171.7K | $10.1M | 0.0% | +11.0% |
| Vennlight Capital Management, LP ★2 | Fundamental concentrated | 162.2K | $9.5M | 9.6% | New |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 157.9K | $9.3M | 0.0% | +88.0% |
| UBS Group AG | Bank broker | 149.9K | $8.8M | 0.0% | +33.4% |
| GABELLI FUNDS LLC | Diversified mechanical | 149.6K | $8.8M | 0.1% | +1.3% |
| Rokos Capital Management LLP ★2 | Fundamental diversified | 135.1K | $7.9M | 0.1% | New |
| Public Sector Pension Investment Board | Pension sovereign | 133.7K | $7.8M | 0.0% | +16.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 131.7K | $7.7M | 0.0% | -3.8% |
| FRANKLIN RESOURCES INC | Long only active | 118.9K | $7.0M | 0.0% | +192.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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