Who owns H2O America?
Institutional ownership of HTO from SEC Form 13F filings across 212 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
212
13F holders
$1.71B
value, 2026 filers
70%
of shares outstanding (29.3M sh)
27
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of HTO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.1M | $431.9M | 0.0% | 17% | +10.7% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 2.0M | $121.3M | 0.0% | 4.8% | +23.7% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | $95.7M | 0.0% | 3.8% | -53.3% |
| 4 | Cerity Partners LLC | 1.3M | $79.4M | 0.1% | 3.1% | -0.2% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.3M | $76.8M | 0.0% | 3% | +8.1% |
| 6 | VICTORY CAPITAL MANAGEMENT INC | 1.2M | $71.0M | 0.0% | 2.8% | +28.2% |
| 7 | Amundi | 1.1M | $67.2M | 0.0% | 2.6% | -4.5% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 992,465 | $60.3M | 0.0% | 2.4% | +10.6% |
| 9 | TWO SIGMA INVESTMENTS, LP | 806,493 | $49.0M | 0.0% | 1.9% | +222.2% |
| 10 | Invesco Ltd. | 776,317 | $47.2M | 0.0% | 1.9% | +10.8% |
| 11 | KBC Group NV | 610,164 | $37,080 | 0.1% | 1.5% | +2.9% |
| 12 | MORGAN STANLEY | 589,652 | $35.8M | 0.0% | 1.4% | -24.5% |
| 13 | Legal & General Group Plc | 571,546 | $34.8M | 0.0% | 1.4% | +5.2% |
| 14 | Zimmer Partners, LP | 513,500 | $31.2M | 0.7% | 1.2% | -48.7% |
| 15 | Sixth Street Partners Management Company, L.P.NEW | 503,037 | $30.6M | 5.3% | 1.2% | new |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 503,037 | $30.6M | 0.0% | 1.2% | +4.3% |
| 17 | FIRST TRUST ADVISORS LP | 490,833 | $29.8M | 0.0% | 1.2% | -7.7% |
| 18 | GOLDMAN SACHS GROUP INC | 436,328 | $26.5M | 0.0% | 1% | +27.6% |
| 19 | NORTHERN TRUST CORP | 415,397 | $25.2M | 0.0% | 1% | +11.3% |
| 20 | Nuveen, LLC | 337,662 | $20.5M | 0.0% | 0.8% | +45.5% |
| 21 | RAYMOND JAMES FINANCIAL INC | 315,073 | $19.1M | 0.0% | 0.8% | +1040.5% |
| 22 | COHEN & STEERS, INC. | 310,870 | $18,892 | 0.0% | 0.7% | -80.7% |
| 23 | Public Sector Pension Investment Board | 270,298 | $16.4M | 0.0% | 0.6% | +102.2% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 253,621 | $15.4M | 0.0% | 0.6% | +5.3% |
| 25 | Bank of New York Mellon Corp | 206,376 | $12.5M | 0.0% | 0.5% | +8.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.