HTO US Equity

H2O America

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Utilities · Water Supply · CIK 766829 · FY ends Dec 31

$63.48

-0.77 (-1.20%)

USD · as of 2026-08-21 · marketstack

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Institutional holders Index & fund register Insiders (Form 4)Government

Institutional ownership· 13F filers holding HTO · 2026-Q1 methodology → sources →

313 holders

% of shares outstanding held

—

Shares held (13F)

44,740,624

Reporting holders

313

% of shares outstanding suppressed: the summed institutional 13F holdings (44,740,624) exceed the cover-page shares-outstanding count for this quarter (36,164,486, as of 2026-02-19) by more than securities-lending double counting can explain (FINRA short interest 4,783,931 shares at 2026-05-15), so the share count is stale or wrong (common for annual 20-F foreign private issuers after a share issuance) and a percentage would be fabricated. Holder share counts are shown as filed.

Active share of register63.2%283 active filers

Index / screened out36.8%30 filers

Filers with shares3132026-Q1

Top-10 concentration52.0%

HHI0.0457

Effective holders21.9

Crowding percentile44.2of 868 same-size names

Top holders

largest 100 of 313 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	6,417,7336.4M	$377M	—	TRIM -4%
2	ATLAS Infrastructure Partners (UK) Ltd.	4,532,0844.5M	$266M	—	ADD 676%
3	ANTIPODES PARTNERS Ltd	2,249,0292.2M	$132M	—	ADD 486%
4	VANGUARD CAPITAL MANAGEMENT LLC	1,687,2531.7M	$99M	—	NEW
5	WELLINGTON MANAGEMENT GROUP LLP	1,613,5711.6M	$95M	—	NEW
6	COHEN & STEERS, INC.	1,607,9641.6M	$94M	—	ADD 195%
7	STATE STREET CORP	1,431,1511.4M	$84M	—	ADD 5%
8	Cerity Partners LLC	1,309,6791.3M	$77M	—	TRIM -9%
9	SOROS FUND MANAGEMENT LLC	1,228,7471.2M	$72M	—	NEW
10	VANGUARD PORTFOLIO MANAGEMENT LLC	1,169,0781.2M	$69M	—	NEW
11	Amundi	1,156,9521.2M	$68M	—	TRIM -32%
12	Zimmer Partners, LP	1,001,0001.0M	$59M	—	ADD 2185%
13	VICTORY CAPITAL MANAGEMENT INC	911,895911,895	$54M	—	ADD 95%
14	GEODE CAPITAL MANAGEMENT, LLC	897,076897,076	$53M	—	ADD 8%
15	Yaupon Capital Management LP	895,435895,435	$53M	—	ADD 796%
16	MORGAN STANLEY	781,201781,201	$46M	—	TRIM -43%
17	DIMENSIONAL FUND ADVISORS LP	705,345705,345	$41M	—	ADD 7%
18	Invesco Ltd.	700,595700,595	$41M	—	ADD 8%
19	KBC Group NV	593,161593,161	$35M	—	ADD 42%
20	SCHRODER INVESTMENT MANAGEMENT GROUP	586,940586,940	$35M	—	ADD 253%
21	Legal & General Group Plc	543,482543,482	$32M	—	TRIM -4%
22	FIRST TRUST ADVISORS LP	531,987531,987	$31M	—	ADD 6%
23	Resolution Capital Ltd	482,460482,460	$28M	—	ADD 106%
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	482,170482,170	$28M	—	ADD 11%
25	CITADEL ADVISORS LLC	416,111416,111	$24M	—	ADD 530%
26	BARROW HANLEY MEWHINNEY & STRAUSS LLC	409,650409,650	$24M	—	NEW
27	NUANCE INVESTMENTS, LLC	391,646391,646	$23M	—	TRIM -57%
28	NORTHERN TRUST CORP	373,310373,310	$22M	—	ADD 9%
29	Point72 Asset Management, L.P.	371,129371,129	$22M	—	NEW
30	MILLENNIUM MANAGEMENT LLC	343,789343,789	$20M	—	ADD 7074%
31	GOLDMAN SACHS GROUP INC	342,043342,043	$20M	—	TRIM -29%
32	BANK OF AMERICA CORP /DE/	264,887264,887	$16M	—	ADD 129%
33	TWO SIGMA INVESTMENTS, LP	250,332250,332	$15M	—	ADD 27%
34	Ausbil Investment Management Ltd	244,282244,282	$14M	—	ADD 360%
35	VANGUARD FIDUCIARY TRUST CO	240,956240,956	$14M	—	NEW
36	Nuveen, LLC	232,092232,092	$14M	—	ADD 27%
37	BW Gestao de Investimentos Ltda.	220,941220,941	$13M	—	ADD 172%
38	MIROVA	195,246195,246	$11M	—	NEW
39	Bank of New York Mellon Corp	190,189190,189	$11M	—	ADD 4%
40	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	182,853182,853	$11M	—	TRIM -28%
41	PRINCIPAL FINANCIAL GROUP INC	181,412181,412	$11M	—	ADD 14%
42	AQR CAPITAL MANAGEMENT LLC	171,652171,652	$10M	—	ADD 11%
43	Vennlight Capital Management, LP	162,217162,217	$10M	—	NEW
44	RENAISSANCE TECHNOLOGIES LLC	157,900157,900	$9M	—	ADD 88%
45	UBS Group AG	149,943149,943	$9M	—	ADD 33%
46	GABELLI FUNDS LLC	149,647149,647	$9M	—	—
47	Rokos Capital Management LLP	135,116135,116	$8M	—	NEW
48	Public Sector Pension Investment Board	133,676133,676	$8M	—	ADD 16%
49	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	131,696131,696	$8M	—	TRIM -4%
50	FRANKLIN RESOURCES INC	118,879118,879	$7M	—	ADD 192%
51	SEI INVESTMENTS CO	115,943115,943	$7M	—	ADD 58%
52	ProShare Advisors LLC	115,855115,855	$7M	—	TRIM -14%
53	HRT FINANCIAL LP	113,152113,152	$7M	—	ADD 275%
54	STATE OF WISCONSIN INVESTMENT BOARD	112,568112,568	$7M	—	ADD 550%
55	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	112,555112,555	$7M	—	—
56	DUFF & PHELPS INVESTMENT MANAGEMENT CO	111,795111,795	$7M	—	NEW
57	RHUMBLINE ADVISERS	110,646110,646	$6M	—	ADD 9%
58	Russell Investments Group, Ltd.	105,961105,961	$6M	—	ADD 67%
59	Squarepoint Ops LLC	105,642105,642	$6M	—	NEW
60	JANE STREET GROUP, LLC	103,942103,942	$6M	—	ADD 258%
61	JENNISON ASSOCIATES LLC	101,146101,146	$6M	—	ADD 487%
62	REAVES W H & CO INC	100,000100,000	$6M	—	NEW
63	Ghisallo Capital Management LLC	100,000100,000	$6M	—	NEW
64	Prospera Financial Services Inc	90,01290,012	$5M	—	ADD 2%
65	AMERIPRISE FINANCIAL INC	89,83189,831	$5M	—	TRIM -11%
66	CIBC Bancorp USA Inc.	89,32989,329	$5M	—	NEW
67	Boston Trust Walden Corp	82,72282,722	$5M	—	NEW
68	FIRST MANHATTAN CO. LLC.	77,44977,449	$5M	—	TRIM -10%
69	Schonfeld Strategic Advisors LLC	76,11476,114	$4M	—	NEW
70	Swiss Life Asset Management Ltd	75,67075,670	$4M	—	ADD 44%
71	Swiss National Bank	72,80072,800	$4M	—	ADD 10%
72	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	72,31472,314	$4M	—	—
73	Susquehanna Portfolio Strategies, LLC	66,19866,198	$4M	—	—
74	GAMCO INVESTORS, INC. ET AL	61,63061,630	$4M	—	—
75	DEUTSCHE BANK AG\	60,17660,176	$4M	—	ADD 8%
76	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	60,10460,104	$4M	—	TRIM -4%
77	New Age Alpha Advisors, LLC	59,45759,457	$3M	—	TRIM -4%
78	CANADA LIFE ASSURANCE Co	58,61358,613	$3M	—	ADD 9%
79	OCCUDO QUANTITATIVE STRATEGIES LP	61,36161,361	$3M	—	NEW
80	KEYNOTE FINANCIAL SERVICES LLC	55,04455,044	$3M	—	TRIM -2%
81	Thrivent Financial for Lutherans	52,58052,580	$3M	—	ADD 130%
82	E. Ohman J:or Asset Management AB	51,18751,187	$3M	—	ADD 9%
83	BNP PARIBAS FINANCIAL MARKETS	49,86649,866	$3M	—	ADD 105%
84	Mariner, LLC	47,98947,989	$3M	—	ADD 2%
85	Quantbot Technologies LP	46,75546,755	$3M	—	NEW
86	Clean Yield Group	46,41846,418	$3M	—	ADD 9%
87	North Star Investment Management Corp.	44,80044,800	$3M	—	—
88	Quantinno Capital Management LP	41,96041,960	$2M	—	ADD 106%
89	EXCHANGE TRADED CONCEPTS, LLC	41,90941,909	$2M	—	TRIM -7%
90	LAZARD ASSET MANAGEMENT LLC	40,63040,630	$2M	—	NEW
91	PRICE T ROWE ASSOCIATES INC /MD/	40,18940,189	$2M	—	ADD 17%
92	D. E. Shaw & Co., Inc.	39,17539,175	$2M	—	NEW
93	Maryland State Retirement & Pension System	38,60038,600	$2M	—	ADD 8%
94	PRUDENTIAL FINANCIAL INC	37,73337,733	$2M	—	ADD 21%
95	Brevan Howard Capital Management LP	36,91536,915	$2M	—	ADD 229%
96	Balyasny Asset Management L.P.	36,79436,794	$2M	—	ADD 95%
97	FEDERATED HERMES, INC.	35,78335,783	$2M	—	ADD 4%
98	JPMORGAN CHASE & CO	35,28435,284	$2M	—	TRIM -23%
99	South Dakota Investment Council	33,90033,900	$2M	—	NEW
100	ALLIANCEBERNSTEIN L.P.	39,70139,701	$2M	—	—

Ranked by each filer’s own reported value, not shares.

Buyers & sellers2026-Q1 vs 2025-Q4 · 212 bought / 99 sold · net +14,605,374 shares · 29.1d of ADV

Bought212 filers

Shares: 20,933,443
Value: $1.2B
Opened: 71 · 8,399,909 sh
Days of ADV: 41.7d

Sold99 filers

Shares: 6,328,069
Value: $371M
Closed: 37 · 3,706,577 sh
Days of ADV: 12.6d

Net (all filers) +14,605,374 sh · $857M · 48.5% of the prior registerNet (same filers only) +9,912,042 sh · 242 filers in both quartersActive money +14,841,140 sh · index/screened −235,766 sh

Biggest buyers	Δ shares	Δ value
ATLAS Infrastructure Partners (UK) Ltd.	+3,948,004	$232M	ADD
ANTIPODES PARTNERS Ltd	+1,865,124	$109M	ADD
VANGUARD CAPITAL MANAGEMENT LLC	+1,687,253	$99M	OPEN
WELLINGTON MANAGEMENT GROUP LLP	+1,613,571	$95M	OPEN
SOROS FUND MANAGEMENT LLC	+1,228,747	$72M	OPEN

Biggest buyers

Δ shares

Δ value

ATLAS Infrastructure Partners (UK) Ltd.

+3,948,004

$232M

ADD

ANTIPODES PARTNERS Ltd

+1,865,124

$109M

ADD

VANGUARD CAPITAL MANAGEMENT LLC

+1,687,253

$99M

OPEN

WELLINGTON MANAGEMENT GROUP LLP

+1,613,571

$95M

OPEN

SOROS FUND MANAGEMENT LLC

+1,228,747

$72M

OPEN

Biggest sellers	Δ shares	Δ value
VANGUARD GROUP INC	−2,731,868	$160M	CLOSE
MORGAN STANLEY	−586,979	$34M	TRIM
Amundi	−555,934	$33M	TRIM
NUANCE INVESTMENTS, LLC	−515,078	$30M	TRIM
Assenagon Asset Management S.A.	−276,841	$16M	CLOSE

Biggest sellers

Δ shares

Δ value

VANGUARD GROUP INC

−2,731,868

$160M

MORGAN STANLEY

−586,979

$34M

TRIM

Amundi

−555,934

$33M

TRIM

NUANCE INVESTMENTS, LLC

−515,078

$30M

TRIM

Assenagon Asset Management S.A.

−276,841

$16M

Register 2026-Q1: 44,740,624 sh · 313 filers
Register 2025-Q4 (as filed): 30,135,250 sh · 279 filers
Bought − sold: +14,605,374
Register change: +14,605,374

Prior quarter split-rebased · 13Fs are long, US-listed only.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder	2024-Q4	2025-Q1	2025-Q2	2025-Q3	2025-Q4	2026-Q1	Latest value
BlackRock, Inc.	6.3M	6.0M	6.1M	6.2M	6.7M	6.4M	$377M
ATLAS Infrastructure Partners (UK) Ltd.	—	—	—	—	584K	4.5M	$266M
ANTIPODES PARTNERS Ltd	—	—	—	—	384K	2.2M	$132M
VANGUARD CAPITAL MANAGEMENT LLC	—	—	—	—	—	1.7M	$99M
WELLINGTON MANAGEMENT GROUP LLP	—	—	—	—	—	1.6M	$95M
COHEN & STEERS, INC.	—	—	—	—	545K	1.6M	$94M
STATE STREET CORP	1.8M	1.3M	1.3M	1.3M	1.4M	1.4M	$84M
Cerity Partners LLC	1.5M	1.5M	1.4M	1.4M	1.4M	1.3M	$77M
SOROS FUND MANAGEMENT LLC	—	—	—	—	—	1.2M	$72M
VANGUARD PORTFOLIO MANAGEMENT LLC	—	—	—	—	—	1.2M	$69M
Amundi	1.3M	1.2M	1.2M	2.2M	1.7M	1.2M	$68M
Zimmer Partners, LP	—	83K	460K	124K	44K	1.0M	$59M
VICTORY CAPITAL MANAGEMENT INC	166K	335K	378K	438K	468K	912K	$54M
GEODE CAPITAL MANAGEMENT, LLC	746K	792K	776K	819K	832K	897K	$53M
Yaupon Capital Management LP	—	—	—	—	100K	895K	$53M

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

6.3M

6.0M

6.1M

6.2M

6.7M

6.4M

$377M

ATLAS Infrastructure Partners (UK) Ltd.

—

584K

4.5M

$266M

ANTIPODES PARTNERS Ltd

—

384K

2.2M

$132M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.7M

$99M

WELLINGTON MANAGEMENT GROUP LLP

—

1.6M

$95M

COHEN & STEERS, INC.

—

545K

1.6M

$94M

STATE STREET CORP

1.8M

1.3M

1.4M

$84M

Cerity Partners LLC

1.5M

1.4M

1.3M

$77M

SOROS FUND MANAGEMENT LLC

—

1.2M

$72M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

1.2M

$69M

Amundi

1.3M

1.2M

2.2M

1.7M

1.2M

$68M

Zimmer Partners, LP

—

83K

460K

124K

44K

1.0M

$59M

VICTORY CAPITAL MANAGEMENT INC

166K

335K

378K

438K

468K

912K

$54M

GEODE CAPITAL MANAGEMENT, LLC

746K

792K

776K

819K

832K

897K

$53M

Yaupon Capital Management LP

—

100K

895K

$53M

Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.

Institutional footprint by quarter

Breaks = no 13F that quarter.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	313	44,740,624	—	$2.6B
2025-Q4	279	30,135,250	84.2%	$1.5B
2025-Q3	280	29,108,534	82.5%	$1.4B
2025-Q2	262	27,911,222	81.7%	$1.5B
2025-Q1	252	27,211,462	80.8%	$1.5B
2024-Q4	239	26,231,889	78.9%	$1.3B
2024-Q3	251	25,653,952	78.4%	$1.5B
2024-Q2	228	24,931,259	77.3%	$1.4B
2024-Q1	227	25,888,992	80.8%	$1.5B
2023-Q4	229	25,044,824	78.4%	$1.6B
2023-Q3	224	24,496,802	77.1%	$1.5B
2023-Q2	221	25,193,999	80.2%	$1.8B
2023-Q1	215	25,744,933	83.5%	$2.0B
2022-Q4	217	25,287,780	83.4%	$2.0B
2022-Q3	183	22,101,391	73.1%	$1.3B
2022-Q2	184	21,965,264	72.6%	$1.4B
2022-Q1	187	21,607,392	71.5%	$1.5B
2021-Q4	183	21,695,645	72.7%	$1.6B
2021-Q3	157	22,264,422	74.7%	$1.5B
2021-Q2	147	21,594,016	72.5%	$1.4B
2021-Q1	158	21,475,921	75.1%	$1.4B
2020-Q4	161	20,511,473	71.8%	$1.6B
2020-Q3	159	20,273,828	71.1%	$1.2B
2020-Q2	160	20,413,745	71.6%	$1.3B
2020-Q1	163	19,580,790	68.7%	$1.1B
2019-Q4	169	20,195,107	71.0%	$1.4B
2019-Q3	176	19,371,307	68.1%	$1.3B
2019-Q2	163	19,584,625	68.9%	$1.3B
2019-Q1	169	19,753,362	69.5%	$1.2B
2018-Q4	176	19,055,133	92.4%	$1.1B
2018-Q3	143	11,814,771	57.3%	$722M
2018-Q2	146	12,275,481	59.6%	$813M
2018-Q1	156	11,725,858	57.0%	$618M
2017-Q4	156	11,473,612	55.9%	$765M
2017-Q3	147	11,317,366	55.2%	$641M
2017-Q2	141	9,398,840	45.9%	$462M
2017-Q1	147	9,567,751	46.7%	$462M
2016-Q4	147	9,244,811	45.2%	$517M
2016-Q3	129	9,462,264	46.3%	$413M
2016-Q2	134	9,247,371	45.3%	$364M
2016-Q1	140	9,194,219	45.0%	$334M
2015-Q4	113	9,108,944	44.7%	$270M
2015-Q3	118	9,268,165	45.5%	$285M
2015-Q2	115	10,999,282	54.1%	$338M
2015-Q1	122	11,030,751	54.2%	$341M
2014-Q4	114	11,093,428	54.8%	$356M
2014-Q3	98	10,880,603	53.8%	$292M
2014-Q2	100	11,085,527	54.9%	$301M
2014-Q1	89	10,895,331	53.9%	$323M
2013-Q4	87	10,767,465	53.4%	$321M
2013-Q3	85	10,887,524	54.1%	$305M
2013-Q2	83	10,635,386	53.1%	$287M
2013-Q1	3	276,810	1.5%	$7M
2012-Q4	1	27,294	0.1%	$726,000
2012-Q3	2	121,863	0.7%	$3M
2012-Q2	3	122,155	0.7%	$3M
2012-Q1	2	2,700	0.0%	$65,000
2011-Q4	2	2,700	0.0%	$63,000
2011-Q3	2	2,700	0.0%	$59,000
2011-Q2	2	2,700	0.0%	$65,000
2011-Q1	2	3,050	—	$71,000
2010-Q4	2	3,200	—	$85,000
2010-Q3	1	2,000	—	$49,000
2010-Q2	1	2,000	—	$47,000
2009-Q2	1	2,000	—	$45,000
2009-Q1	1	2,000	—	$51,000

Short interest has its own tab now — open SI →

SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · HTO

Full stake history →

Large holders — 13G, passive (top 5 of 6 by % of class)

Holder	% of class	Type	As of
BlackRock, Inc.	15.8%	QII	2026-06-30	SEC →
ATLAS Infrastructure Partners (UK) Ltd.	11.03%	QII	2026-03-04	SEC →
Future Fund Board of Guardians	6.2%	Exempt	2026-03-03	SEC →
Amundi	4.78%	QII	2025-12-31	SEC →
STATE STREET CORP	4%	QII	2025-03-31	SEC →

SEC Schedule 13D/G XML · group aggregate.

▸Register gapwho owns your peers and not you

13F

HTO US Equity☆

Institutional ownership· 13F filers holding HTO · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · HTO

▸Register gapwho owns your peers and not you

Institutional ownership· 13F filers holding HTO · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · HTO

▸Register gapwho owns your peers and not you

HTO US Equity