Company · Ownership research

H2O AMERICA HTO

CIK 0000766829 · CUSIP 784305104

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 784305104 (HTO), not CUSIP 784305904 (HTO), CUSIP 784305954 (HTO), and does not merge CUSIPs.

This page lists the top 20 of 228 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	BlackRock Inc. CIK 1364742 · View history	$320.47M 5,663,090 shares	0.01%	+38.67K(+0.70%)Added	SEC filing ↗ May 10, 2024	▾
02	VANGUARD GROUP INC CIK 102909 · View history	$139.68M 2,468,345 shares	0.00%	+2.60K(+0.10%)Added	SEC filing ↗ May 10, 2024	▾
03	STATE STREET CORP CIK 93751 · View history	$100.33M 1,772,978 shares	0.00%	-21.72K(-1.20%)Reduced	SEC filing ↗ May 15, 2024	▾
04	Cerity Partners LLC CIK 1566475 · View history	$88.27M 1,559,769 shares	0.23%	-50.72K(-3.10%)Reduced	SEC filing ↗ May 14, 2024	▾
05	NUANCE INVESTMENTS, LLC CIK 1473182 · View history	$75.37M 1,331,827 shares	1.98%	+211.64K(+18.90%)Added	SEC filing ↗ May 7, 2024	▾
06	Amundi CIK 1330387 · View history	$60.97M 1,093,918 shares	0.03%	-64.94K(-5.60%)Reduced	SEC filing ↗ May 15, 2024	▾
07	Invesco Ltd. CIK 914208 · View history	$46.16M 815,654 shares	0.01%	+126.09K(+18.30%)Added	SEC filing ↗ May 14, 2024	▾
08	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$39.93M 705,672 shares	0.01%	-19.07K(-2.60%)Reduced	SEC filing ↗ May 10, 2024	▾
09	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$37.99M 671,250 shares	0.00%	+16.19K(+2.50%)Added	SEC filing ↗ May 13, 2024	▾
10	KBC Group NV CIK 1411133 · View history	$26.84M 474,307 shares	0.09%	-291(-0.10%)Reduced	SEC filing ↗ May 8, 2024	▾
11	AMERICAN CENTURY COMPANIES INC CIK 748054 · View history	$25.41M 448,972 shares	0.02%	+39.33K(+9.60%)Added	SEC filing ↗ May 14, 2024	▾
12	MORGAN STANLEY CIK 895421 · Amended · View history	$25.07M 443,007 shares	0.00%	+6.57K(+1.50%)Added	SEC filing ↗ Oct 17, 2024	▾
13	Legal & General Group Plc CIK 764068 · Amended · View history	$21.75M 384,279 shares	0.01%	+18.35K(+5.00%)Added	SEC filing ↗ May 29, 2025	▾
14	FIRST TRUST ADVISORS LP CIK 1125816 · View history	$21.29M 376,237 shares	0.02%	+83.39K(+28.50%)Added	SEC filing ↗ May 13, 2024	▾
15	NORTHERN TRUST CORP CIK 73124 · View history	$21.24M 375,369 shares	0.00%	-57.95K(-13.40%)Reduced	SEC filing ↗ May 14, 2024	▾
16	Bank of New York Mellon Corp CIK 1390777 · View history	$18.99M 335,633 shares	0.00%	-4.22K(-1.20%)Reduced	SEC filing ↗ Apr 25, 2024	▾
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$18.75M 331,313 shares	0.00%	+20.28K(+6.50%)Added	SEC filing ↗ May 9, 2024	▾
18	SCHRODER INVESTMENT MANAGEMENT GROUP CIK 1086619 · View history	$15.16M 267,867 shares	0.02%	-1.75K(-0.60%)Reduced	SEC filing ↗ May 14, 2024	▾
19	JPMORGAN CHASE & CO CIK 19617 · Amended · View history	$13.44M 237,482 shares	0.00%	+123.02K(+107.50%)Added	SEC filing ↗ Dec 26, 2024	▾
20	VICTORY CAPITAL MANAGEMENT INC CIK 1040188 · View history	$12.93M 228,423 shares	0.01%	+3.24K(+1.40%)Added	SEC filing ↗ May 3, 2024	▾

Showing 20 / 228 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

228

Cancelled or null records excluded

Disclosed shares

24,808,304

Not deduplicated across managers

Disclosed value

$1.40B

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

H2O AMERICA · Q1 2024

Explore all 228 reporting institutions.

This page includes 20 of 228 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

Download CSV
Earlier quarters
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 228 reporting institutions; totals use the complete disclosed data.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.

MCP  https://api.akkrudata.ai/mcp

akkru_institutional_holdings
{"action":"holders","cusip":"784305104","quarter":"2024Q1","type":"positions","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP / CLI documentation: /documents
llms.txt: /llms.txt

Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.