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H2O America (HTO) Institutional Ownership & Insider Trading

314 institutions reported holding H2O America shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 6 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

HTOH2O AmericaFollow HTO — free
Utilities - Regulated Water · Utilities
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Price chart with a free account
Market cap
2.5B
P/E TTM
23.6
Dividend yield
2.9%
52-week
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Next earnings
26 Oct, in 2 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

314 institutions held —% of the shares. Across filers that reported both quarters, shares held changed -1.1%.

Increased+121New+31Decreased-84Closed-29

Largest moves, shares (millions)

BlackRock+0.7MTwo Sigma Investments+0.6MWellington Management Group+0.4MCohen & Steers-1.3MAntipodes Partners-0.5MZimmer Partners-0.5M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-0.1Sep 24+0.5Dec 24+1.1Mar 25+0.6Jun 25+1.3Sep 25+1.1Dec 25+14.4Mar 26-0.5Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 2631444-1.1%121318429
Mar 2631345+52.9%137545729
Dec 2527430+3.9%93298933
Sep 2527229+4.7%100388321
Jun 2525528+2.1%104347227
Mar 2524727+4.3%94376229
Dec 2423426+1.8%78218135
Sep 2424725-0.5%72358317

H2O America — questions

Who owns H2O America stock?
314 institutions reported H2O America shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (17.0%), ATLAS Infrastructure Partners (UK) Ltd. (11.0%), WELLINGTON MANAGEMENT GROUP LLP (4.8%).
Are H2O America insiders buying or selling?
6 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from H2O America's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.