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H2o America (HTO)

CUSIP: 784305104 | NYSE | Utilities · Utilities - Regulated Water | Mid Cap | 834 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.6,182,19714.8%−430,698Sep 30, 202692d ahead of 13F (7,106,413 sh) · −924,216
13G/AAtlas Infrastructure Partners (UK) Ltd.4,675,46911.2%+60,204Sep 21, 2026No 13F filer matched
13G/ABlackRock, Inc.6,182,197
14.8% of class · Sep 30, 2026−430,698
92d ahead of 13F (7,106,413 sh) · −924,216
13G/AAtlas Infrastructure Partners (UK) Ltd.4,675,469
11.2% of class · Sep 21, 2026+60,204
No 13F filer matched

Institutional Holders — Q3 2026

Antipodes Partners Ltd1,710,899
1.9% of portfolio›$105.4M
Dimensional Fund Advisors LP726,033
0.0% of portfolio›$44.7M
KBC Group NV500,006
0.0% of portfolio›$30.8K
Principal Financial Group Inc303,183
0.0% of portfolio›$18.7M
Ausbil Investment Management Ltd169,944
5.3% of portfolio›$10.5M
ProShare Advisors LLC162,836
0.0% of portfolio›$10.0M
Assenagon Asset Management S.A.136,811
0.0% of portfolio›$8.4M
Mutual of America Capital Management LLC106,744
0.1% of portfolio›$6.6M
Prospera Financial Services Inc79,589
0.1% of portfolio›$4.8M
Boston Trust Walden Corp66,066
0.0% of portfolio›$4.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS56,398
0.0% of portfolio›$3.5M
E. Ohman J:or Asset Management AB55,208
0.1% of portfolio›$3.4M
Sky Investment Group LLC51,309
0.3% of portfolio›$3.2M
Clean Yield Group45,359
0.7% of portfolio›$2.8M
North Star Investment Management Corp.44,800
0.1% of portfolio›$2.8M
Exchange Traded Concepts, LLC41,387
0.0% of portfolio›$2.6M
Citigroup Inc33,248
0.0% of portfolio›$2.0M
Commonwealth Equity Services, LLC26,625
0.0% of portfolio›$1.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.25,916
0.0% of portfolio›$1.6M
Vontobel Holding Ltd.25,849
0.0% of portfolio›$1.6M
Chatham Capital Group, Inc.24,882
0.2% of portfolio›$1.5M
Abacus Wealth Partners, LLC19,974
0.1% of portfolio›$1.2M
Creative Planning19,193
0.0% of portfolio›$1.2M
Ethic Inc.17,980
0.0% of portfolio›$1.1M
HUB Investment Partners, LLC17,759
0.0% of portfolio›$1.1M
Fifth Third Wealth Advisors LLC16,099
0.0% of portfolio›$992.2K
Louisiana State Employees Retirement System15,500
0.0% of portfolio›$955.3K
New York State Teachers Retirement System15,433
0.0% of portfolio›$951
Atria Investments, Inc14,368
0.0% of portfolio›$885.5K
Rubicon Advisors, GP14,194
0.6% of portfolio›$874.8K
Wealth Enhancement Advisory Services, LLC14,024
0.0% of portfolio›$814.4K
Abel Hall, LLC12,275
0.1% of portfolio›$756.5K
Inspire Investing, LLC10,469
0.0% of portfolio›$645.2K
Arizona State Retirement System9,721
0.0% of portfolio›$599.1K
Amalgamated Bank9,414
0.0% of portfolio›$580
Yousif Capital Management, LLC9,168
0.0% of portfolio›$565.0K
OpenArc Corporate Advisory, LLC9,141
0.0% of portfolio›$563.4K
Daiwa Securities Group Inc.8,466
0.0% of portfolio›$521.8K
Lido Advisors, LLC8,374
0.0% of portfolio›$516.1K
Oregon Public Employees Retirement Fund8,200
0.0% of portfolio›$505.4K
Keybank National Association7,218
0.0% of portfolio›$444.8K
Virtue Capital Management, LLC6,996
0.1% of portfolio›$431.2K
Farther Finance Advisors, LLC6,643
0.0% of portfolio›$409.4K
Pictet Asset Management Holding SA6,635
0.0% of portfolio›$408.9K
Perigon Wealth Management, LLC6,340
0.0% of portfolio›$390.7K
Anchyra Partners LLC6,299
0.1% of portfolio›$388.2K
State of Alaska, Department of Revenue6,118
0.0% of portfolio›$377
Symmetry Partners, LLC5,763
0.0% of portfolio›$355.2K
Able Wealth Management LLC5,217
0.1% of portfolio›$304.9K
Cyndeo Wealth Partners, LLC5,206
0.0% of portfolio›$320.8K
Axxcess Wealth Management, LLC5,177
0.0% of portfolio›$319.1K
SteelPeak Wealth, LLC5,087
0.0% of portfolio›$313.5K
SAX Wealth Advisors, LLC5,084
0.0% of portfolio›$313.3K
Axxion S.A.5,050
0.0% of portfolio›$311.2K
Advisor OS, LLC5,009
0.0% of portfolio›$308.7K
Xponance LLC4,663
0.0% of portfolio›$287.4K
Elco Management Co., LLC4,476
0.1% of portfolio›$275.9K
Canvas Wealth Advisors, LLC4,406
0.0% of portfolio›$258.1K
Stephenson & Company, Inc.4,367
0.1% of portfolio›$269.1K
HB Wealth Management, LLC4,046
0.0% of portfolio›$249.4K
Greenleaf Trust4,008
0.0% of portfolio›$247.0K
Paragon Advisors, LLC3,951
0.0% of portfolio›$243.5K
Park Capital Management, LLC / WI3,933
0.1% of portfolio›$242.4K
Ridgewood Investments LLC3,697
0.1% of portfolio›$227.8K
Parallel Advisors, LLC3,679
0.0% of portfolio›$226.7K
Brighton Jones LLC3,604
0.0% of portfolio›$222.1K
Dynamic Advisor Solutions LLC3,511
0.0% of portfolio›$216.4K
First Citizens Bank & Trust Co3,511
0.0% of portfolio›$216.4K
Gamma Investing LLC3,432
0.0% of portfolio›$211.5K
VestGen Advisors, LLC3,427
0.0% of portfolio›$211.2K
Certior Financial Group, LLC3,333
0.1% of portfolio›$205.4K
Fortitude Family Office, LLC2,586
0.0% of portfolio›$159.4K
Bayforest Capital Ltd1,313
0.1% of portfolio›$80.9K
DekaBank Deutsche Girozentrale1,106
0.0% of portfolio›$68
EverSource Wealth Advisors, LLC1,052
0.0% of portfolio›$64.8K
Southern Michigan Bank & Trust1,000
0.0% of portfolio›$61.6K
Versant Capital Management, Inc980
0.0% of portfolio›$60.4K
Private Trust Co NA850
0.0% of portfolio›$52.4K
Pinnacle Wealth Planning Services, Inc.781
0.0% of portfolio›$48.1K
Hughes Financial Services, LLC703
0.0% of portfolio›$41.2K
Sterling Capital Management LLC690
0.0% of portfolio›$42.5K
IFP Advisors, Inc498
0.0% of portfolio›$30.7K
Salomon & Ludwin, LLC479
0.0% of portfolio›$29.5K
Signaturefd, LLC403
0.0% of portfolio›$24.8K
Nisa Investment Advisors, LLC386
0.0% of portfolio›$23.8K
Mitsubishi UFJ Asset Management Co., Ltd.352
0.0% of portfolio›$21.7K
Essential Partners LLC348
0.0% of portfolio›$21.4K
Caitong International Asset Management Co., Ltd317
0.0% of portfolio›$19.5K
Harbor Capital Advisors, Inc.281
0.0% of portfolio›$17
Bare Financial Services, Inc277
0.0% of portfolio›$17.1K
Costello Asset Management, Inc260
0.0% of portfolio›$16.0K
Compass Financial Management LLC217
0.0% of portfolio›$13.4K
Parkside Financial Bank & Trust186
0.0% of portfolio›$11.5K
MassMutual Private Wealth & Trust, FSB119
0.0% of portfolio›$7.3K
Clark Wealth Partners117
0.0% of portfolio›$7.2K
Owl Creek Wealth Partners LLC90
0.0% of portfolio›$5.5K
Pension & Wealth Management Advisors, Inc.66
0.0% of portfolio›$4.1K
Root Financial Partners, LLC64
0.0% of portfolio›$3.9K
Provenance Wealth Advisors, LLC55
0.0% of portfolio›$3.4K
SJS Investment Consulting Inc.49
0.0% of portfolio›$3.0K
Ascentis Wealth Management, LLC46
0.0% of portfolio›$2.8K
GK Wealth Management LLC45
0.0% of portfolio›$2.8K
SBI Securities Co., Ltd.44
0.0% of portfolio›$2.7K
Farmers & Merchants Investments Inc34
0.0% of portfolio›$2.1K
TD Waterhouse Canada Inc.33
0.0% of portfolio›$2.0K
JFS Wealth Advisors, LLC24
0.0% of portfolio›$1.5K
UMB Private Wealth Management, LLC20
0.0% of portfolio›$1.2K
True Wealth Design, LLC17
0.0% of portfolio›$1.0K
Manchester Capital Management LLC16
0.0% of portfolio›$987
Financial Consulate, Inc13
0.0% of portfolio›$802
Birch Financial Group, LLC13
0.0% of portfolio›$788
Creative Capital Management Investments LLC12
0.0% of portfolio›$740
Covestor Ltd8
0.0% of portfolio›$1
Breakwater Investment Management7
0.0% of portfolio›$432
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$370
Gilpin Wealth Management, LLC5
0.0% of portfolio›$309
Bay Harbor Wealth Management, LLC5
0.0% of portfolio›$308
TFC Financial Management, Inc.4
0.0% of portfolio›$247
Valley National Advisers Inc3
0.0% of portfolio›$185
Assetmark, Inc3
0.0% of portfolio›$185
Abound Wealth Management2
0.0% of portfolio›$124
Davis Capital Management2
0.0% of portfolio›$123
Proathlete Wealth Management LLC1
0.0% of portfolio›$61
DecisionPoint Financial, LLC1
0.0% of portfolio›$61
StyleTurnoverLocationFiled
Antipodes Partners Ltd
1,710,899$105.4M1.9%ValueHighRoyal Exchange, China2026-11-05
Dimensional Fund Advisors LP
726,033$44.7M0.0%IndexLowAustin, TX2026-11-04
KBC Group NV
500,006$30.8K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Principal Financial Group Inc
303,183$18.7M0.0%CoreLowDes Moines, IA2026-11-02
Ausbil Investment Management Ltd
169,944$10.5M5.3%ValueMediumSydney, China2026-10-08
ProShare Advisors LLC
162,836$10.0M0.0%GrowthLowBethesda, MD2026-10-29
Assenagon Asset Management S.A.
136,811$8.4M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Mutual of America Capital Management LLC
106,744$6.6M0.1%IndexLowNew York, NY2026-10-23
Prospera Financial Services Inc
79,589$4.8M0.1%CoreMediumDallas, TX2026-11-04
Boston Trust Walden Corp
66,066$4.1M0.0%CoreLowBoston, MA2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
56,398$3.5M0.0%CoreLowHarrisburg, PA2026-11-03
E. Ohman J:or Asset Management AB
55,208$3.4M0.1%GrowthMediumStockholm, Sweden2026-10-22
Sky Investment Group LLC
51,309$3.2M0.3%CoreVery LowHartford, CT2026-10-30
Clean Yield Group
45,359$2.8M0.7%CoreLowNorwich, VT2026-10-28
North Star Investment Management Corp.
44,800$2.8M0.1%CoreLowChicago, IL2026-10-27
Exchange Traded Concepts, LLC
41,387$2.6M0.0%GrowthMediumOklahoma City, OK2026-10-28
Citigroup Inc
33,248$2.0M0.0%CoreMediumNew York, NY2026-11-04
Commonwealth Equity Services, LLC
26,625$1.6M0.0%ETFLowWaltham, MA2026-11-02
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
25,916$1.6M0.0%CoreHighTurin, Latvia2026-10-22
Vontobel Holding Ltd.
25,849$1.6M0.0%CoreMediumZurich, Switzerland2026-10-16
Chatham Capital Group, Inc.
24,882$1.5M0.2%CoreLowSavannah, GA2026-10-16
Abacus Wealth Partners, LLC
19,974$1.2M0.1%ETFLowSanta Monica, CA2026-11-03
Creative Planning
19,193$1.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Ethic Inc.
17,980$1.1M0.0%CoreLowNew York, NY2026-11-03
HUB Investment Partners, LLC
17,759$1.1M0.0%GrowthLowAustin, TX2026-11-03
Fifth Third Wealth Advisors LLC
16,099$992.2K0.0%IndexVery LowCincinnati, OH2026-10-22
Louisiana State Employees Retirement System
15,500$955.3K0.0%IndexLowBaton Rouge, LA2026-10-20
New York State Teachers Retirement System
15,433$9510.0%CoreVery LowAlbany, NY2026-10-22
Atria Investments, Inc
14,368$885.5K0.0%CoreMediumCharlotte, NC2026-10-15
Rubicon Advisors, GP
14,194$874.8K0.6%GrowthMediumRedding, CA2026-10-23
Wealth Enhancement Advisory Services, LLC
14,024$814.4K0.0%CoreLowPlymouth, MN2026-10-13
Abel Hall, LLC
12,275$756.5K0.1%CoreMediumBaton Rouge, LA2026-10-19
Inspire Investing, LLC
10,469$645.2K0.0%GARPHighMeridian, ID2026-10-22
Arizona State Retirement System
9,721$599.1K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
9,414$5800.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
9,168$565.0K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
OpenArc Corporate Advisory, LLC
9,141$563.4K0.0%GrowthLowAtlanta, GA2026-10-21
Daiwa Securities Group Inc.
8,466$521.8K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Lido Advisors, LLC
8,374$516.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Oregon Public Employees Retirement Fund
8,200$505.4K0.0%IndexVery LowTigard, OR2026-10-30
Keybank National Association
7,218$444.8K0.0%CoreLowBrooklyn, OH2026-11-04
Virtue Capital Management, LLC
6,996$431.2K0.1%GrowthHighBrentwood, TN2026-10-29
Farther Finance Advisors, LLC
6,643$409.4K0.0%IndexLowSan Francisco, CA2026-10-08
Pictet Asset Management Holding SA
6,635$408.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Perigon Wealth Management, LLC
6,340$390.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Anchyra Partners LLC
6,299$388.2K0.1%CoreLowAtlanta, GA2026-10-13
State of Alaska, Department of Revenue
6,118$3770.0%CoreVery LowJuneau, AK2026-10-15
Symmetry Partners, LLC
5,763$355.2K0.0%ETFLowGlastonbury, CT2026-10-27
Able Wealth Management LLC
5,217$304.9K0.1%ETFMediumToms River, NJ2026-10-13
Cyndeo Wealth Partners, LLC
5,206$320.8K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Axxcess Wealth Management, LLC
5,177$319.1K0.0%CoreLowCarlsbad, CA2026-10-21
SteelPeak Wealth, LLC
5,087$313.5K0.0%GrowthHighWoodland Hills, CA2026-10-16
SAX Wealth Advisors, LLC
5,084$313.3K0.0%ETFVery LowParsippany, NJ2026-10-13
Axxion S.A.
5,050$311.2K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Advisor OS, LLC
5,009$308.7K0.0%ETFMediumChicago, IL2026-11-03
Xponance LLC
4,663$287.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Elco Management Co., LLC
4,476$275.9K0.1%CoreLowNew York, NY2026-10-14
Canvas Wealth Advisors, LLC
4,406$258.1K0.0%GrowthLowShawnee, KS2026-11-02
Stephenson & Company, Inc.
4,367$269.1K0.1%ETFVery LowSan Clemente, CA2026-10-30
HB Wealth Management, LLC
4,046$249.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Greenleaf Trust
4,008$247.0K0.0%CoreLowKalamazoo, MI2026-10-29
Paragon Advisors, LLC
3,951$243.5K0.0%ETFHighCollege Station, TX2026-11-03
Park Capital Management, LLC / WI
3,933$242.4K0.1%GrowthHighMadison, WI2026-10-13
Ridgewood Investments LLC
3,697$227.8K0.1%ValueMediumSpringfield, NJ2026-10-05
Parallel Advisors, LLC
3,679$226.7K0.0%IndexLowSan Francisco, CA2026-11-03
Brighton Jones LLC
3,604$222.1K0.0%CoreVery LowSeattle, WA2026-11-03
Dynamic Advisor Solutions LLC
3,511$216.4K0.0%ETFLowPhoenix, AZ2026-10-13
First Citizens Bank & Trust Co
3,511$216.4K0.0%CoreMediumRaleigh, NC2026-10-14
Gamma Investing LLC
3,432$211.5K0.0%IndexVery LowFoster City, CA2026-10-08
VestGen Advisors, LLC
3,427$211.2K0.0%GrowthMediumChicago, IL2026-10-27
Certior Financial Group, LLC
3,333$205.4K0.1%ETFMediumKing Of Prussia, PA2026-10-19
Fortitude Family Office, LLC
2,586$159.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Bayforest Capital Ltd
1,313$80.9K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
DekaBank Deutsche Girozentrale
1,106$680.0%CoreLowFrankfurt, Hong Kong2026-10-27
EverSource Wealth Advisors, LLC
1,052$64.8K0.0%CoreMediumBirmingham, AL2026-11-04
Southern Michigan Bank & Trust
1,000$61.6K0.0%ETFLowColdwater, MI2026-10-19
Versant Capital Management, Inc
980$60.4K0.0%GARPLowPhoenix, AZ2026-10-02
Private Trust Co NA
850$52.4K0.0%CoreLowCleveland, OH2026-10-20
Pinnacle Wealth Planning Services, Inc.
781$48.1K0.0%GARPLowMansfield, OH2026-10-27
Hughes Financial Services, LLC
703$41.2K0.0%ETFLowHerndon, VA2026-10-30
Sterling Capital Management LLC
690$42.5K0.0%GARPMediumCharlotte, NC2026-10-22
IFP Advisors, Inc
498$30.7K0.0%GrowthLowTampa, FL2026-10-16
Salomon & Ludwin, LLC
479$29.5K0.0%ETFVery LowRichmond, VA2026-10-29
Signaturefd, LLC
403$24.8K0.0%IndexLowAtlanta, GA2026-10-23
Nisa Investment Advisors, LLC
386$23.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Mitsubishi UFJ Asset Management Co., Ltd.
352$21.7K0.0%IndexVery LowTokyo, Mexico2026-11-05
Essential Partners LLC
348$21.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Caitong International Asset Management Co., Ltd
317$19.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Harbor Capital Advisors, Inc.
281$170.0%ValueHighChicago, IL2026-10-22
Bare Financial Services, Inc
277$17.1K0.0%ETFVery LowGap, PA2026-11-04
Costello Asset Management, Inc
260$16.0K0.0%CoreLowFeasterville, PA2026-10-30
Compass Financial Management LLC
217$13.4K0.0%CoreN/ATampa, FL2026-10-30
Parkside Financial Bank & Trust
186$11.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
MassMutual Private Wealth & Trust, FSB
119$7.3K0.0%CoreLowSpringfield, MA2026-10-05
Clark Wealth Partners
117$7.2K0.0%ETFVery LowO'Fallon, IL2026-10-19
Owl Creek Wealth Partners LLC
90$5.5K0.0%IndexLowGreenwood Village, CO2026-10-20
Pension & Wealth Management Advisors, Inc.
66$4.1K0.0%ETFLowWaltham, MA2026-10-16
Root Financial Partners, LLC
64$3.9K0.0%ETFMediumEncinitas, CA2026-10-21
Provenance Wealth Advisors, LLC
55$3.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
SJS Investment Consulting Inc.
49$3.0K0.0%ETFVery LowSylvania, OH2026-10-26
Ascentis Wealth Management, LLC
46$2.8K0.0%Agg GrowthLowDallas, TX2026-11-03
GK Wealth Management LLC
45$2.8K0.0%GARPVery HighReno, NV2026-10-09
SBI Securities Co., Ltd.
44$2.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Farmers & Merchants Investments Inc
34$2.1K0.0%CoreVery LowLincoln, NE2026-10-22
TD Waterhouse Canada Inc.
33$2.0K0.0%CoreLowToronto, Australia2026-10-16
JFS Wealth Advisors, LLC
24$1.5K0.0%ETFVery LowHermitage, PA2026-11-03
UMB Private Wealth Management, LLC
20$1.2K0.0%GrowthN/AKansas City, MO2026-10-19
True Wealth Design, LLC
17$1.0K0.0%ETFMediumAkron, OH2026-10-13
Manchester Capital Management LLC
16$9870.0%CoreLowManchester, VT2026-10-22
Financial Consulate, Inc
13$8020.0%ETFLowHunt Valley, MD2026-10-23
Birch Financial Group, LLC
13$7880.0%CoreLowKeene, NH2026-10-27
Creative Capital Management Investments LLC
12$7400.0%ETFLowSan Diego, CA2026-10-28
Covestor Ltd
8$10.0%ValueHighLondon, United Kingdom2026-10-30
Breakwater Investment Management
7$4320.0%ETFLowSeattle, WA2026-10-20
DiNuzzo Private Wealth, Inc.
6$3700.0%ETFLowBeaver, PA2026-10-16
Gilpin Wealth Management, LLC
5$3090.0%GrowthLowDenver, CO2026-10-09
Bay Harbor Wealth Management, LLC
5$3080.0%ETFMediumHunt Valley, MD2026-11-03
TFC Financial Management, Inc.
4$2470.0%ETFVery LowBoston, MA2026-10-26
Valley National Advisers Inc
3$1850.0%ETFLowBethlehem, PA2026-10-23
Assetmark, Inc
3$1850.0%ETFLowConcord, CA2026-10-21
Abound Wealth Management
2$1240.0%ETFVery LowFranklin, TN2026-10-26
Davis Capital Management
2$1230.0%CoreLowJacksonville, FL2026-10-08
Proathlete Wealth Management LLC
1$610.0%ETFVery LowBoca Raton, FL2026-10-15
DecisionPoint Financial, LLC
1$610.0%ETFVery LowMesa, AZ2026-10-27