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 281 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 2012383 · View history	$326.04M 6,655,180 shares	0.01%	+413.14K(+6.60%)Added	SEC filing ↗ Feb 12, 2026	▾
02	VANGUARD GROUP INC CIK 102909 · View history	$133.83M 2,731,868 shares	0.00%	+77.78K(+2.90%)Added	SEC filing ↗ Jan 29, 2026	▾
03	Amundi CIK 1330387 · View history	$83.94M 1,712,886 shares	0.02%	-472.06K(-21.60%)Reduced	SEC filing ↗ Feb 17, 2026	▾
04	Cerity Partners LLC CIK 1566475 · View history	$70.83M 1,445,802 shares	0.10%	-2.54K(-0.20%)Reduced	SEC filing ↗ Feb 11, 2026	▾
05	MORGAN STANLEY CIK 895421 · Amended · View history	$67.03M 1,368,180 shares	0.00%	+754.72K(+123.00%)Added	SEC filing ↗ May 27, 2026	▾
06	STATE STREET CORP CIK 93751 · View history	$66.62M 1,359,773 shares	0.00%	+59.80K(+4.60%)Added	SEC filing ↗ Feb 13, 2026	▾
07	NUANCE INVESTMENTS, LLC CIK 1473182 · View history	$44.42M 906,724 shares	4.89%	-115.20K(-11.30%)Reduced	SEC filing ↗ Feb 11, 2026	▾
08	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$40.76M 831,812 shares	0.00%	+12.37K(+1.50%)Added	SEC filing ↗ Feb 9, 2026	▾
09	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$32.28M 658,935 shares	0.01%	+7.23K(+1.10%)Added	SEC filing ↗ Feb 12, 2026	▾
10	Invesco Ltd. CIK 914208 · Amended · View history	$31.67M 646,559 shares	0.00%	+76.68K(+13.50%)Added	SEC filing ↗ Feb 19, 2026	▾
11	ATLAS Infrastructure Partners (UK) Ltd. CIK 1924953 · View history	$28.61M 584,080 shares	1.43%	+584.08KNew	SEC filing ↗ Feb 17, 2026	▾
12	Legal & General Group Plc CIK 764068 · View history	$27.88M 568,822 shares	0.01%	+7.80K(+1.40%)Added	SEC filing ↗ Feb 9, 2026	▾
13	COHEN & STEERS, INC. CIK 1284812 · View history	$26.68M 544,544 shares	0.05%	+544.54KNew	SEC filing ↗ Feb 13, 2026	▾
14	FIRST TRUST ADVISORS LP CIK 1125816 · View history	$24.61M 502,393 shares	0.02%	-813.06K(-61.80%)Reduced	SEC filing ↗ Feb 13, 2026	▾
15	GOLDMAN SACHS GROUP INC CIK 886982 · Amended · View history	$23.64M 482,535 shares	0.00%	+181.16K(+60.10%)Added	SEC filing ↗ Mar 25, 2026	▾
16	VICTORY CAPITAL MANAGEMENT INC CIK 1040188 · View history	$22.94M 468,342 shares	0.01%	+30.57K(+7.00%)Added	SEC filing ↗ Feb 13, 2026	▾
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$21.25M 433,757 shares	0.00%	+13.71K(+3.30%)Added	SEC filing ↗ Feb 13, 2026	▾
18	KBC Group NV CIK 1411133 · View history	$20.47M 417,891 shares	0.05%	0(0.00%)Unchanged	SEC filing ↗ Jan 26, 2026	▾
19	ANTIPODES PARTNERS Ltd CIK 1652442 · View history	$18.81M 383,905 shares	0.39%	+383.90KNew	SEC filing ↗ Feb 5, 2026	▾
20	NORTHERN TRUST CORP CIK 73124 · View history	$16.80M 342,958 shares	0.00%	-13.50K(-3.80%)Reduced	SEC filing ↗ Feb 17, 2026	▾

Showing 20 / 281 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

281

Cancelled or null records excluded

Disclosed shares

30,135,252

Not deduplicated across managers

Disclosed value

$1.48B

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 · Q4 2025

Explore all 281 reporting institutions.

This page includes 20 of 281 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.

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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.