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 315 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	$376.53M 6,417,733 shares	0.01%	-237.45K(-3.60%)Reduced	SEC filing ↗ May 13, 2026	▾
02	ATLAS Infrastructure Partners (UK) Ltd. CIK 1924953 · View history	$265.90M 4,532,084 shares	9.36%	+3.95M(+675.90%)Added	SEC filing ↗ May 15, 2026	▾
03	ANTIPODES PARTNERS Ltd CIK 1652442 · View history	$131.95M 2,249,029 shares	2.54%	+1.87M(+485.80%)Added	SEC filing ↗ May 5, 2026	▾
04	VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · Amended · View history	$98.99M 1,687,253 shares	0.00%	—	SEC filing ↗ May 15, 2026	▾
05	WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history	$94.67M 1,613,571 shares	0.02%	+1.61MNew	SEC filing ↗ May 15, 2026	▾
06	COHEN & STEERS, INC. CIK 1284812 · View history	$94.34M 1,607,964 shares	0.16%	+1.06M(+195.30%)Added	SEC filing ↗ May 15, 2026	▾
07	STATE STREET CORP CIK 93751 · View history	$83.97M 1,431,151 shares	0.00%	+71.38K(+5.20%)Added	SEC filing ↗ May 15, 2026	▾
08	Cerity Partners LLC CIK 1566475 · View history	$76.84M 1,309,679 shares	0.11%	-136.12K(-9.40%)Reduced	SEC filing ↗ May 15, 2026	▾
09	SOROS FUND MANAGEMENT LLC CIK 1029160 · View history	$72.09M 1,228,747 shares	0.99%	+1.23MNew	SEC filing ↗ May 15, 2026	▾
10	VANGUARD PORTFOLIO MANAGEMENT LLC CIK 2100121 · Amended · View history	$68.59M 1,169,078 shares	0.00%	—	SEC filing ↗ May 8, 2026	▾
11	Amundi CIK 1330387 · View history	$67.88M 1,156,952 shares	0.02%	-555.93K(-32.50%)Reduced	SEC filing ↗ May 18, 2026	▾
12	Zimmer Partners, LP CIK 1565854 · View history	$58.73M 1,001,000 shares	1.44%	+957.18K(+2,184.60%)Added	SEC filing ↗ May 15, 2026	▾
13	VICTORY CAPITAL MANAGEMENT INC CIK 1040188 · View history	$53.50M 911,895 shares	0.03%	+443.55K(+94.70%)Added	SEC filing ↗ May 15, 2026	▾
14	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$52.64M 897,076 shares	0.00%	+65.26K(+7.80%)Added	SEC filing ↗ May 15, 2026	▾
15	Yaupon Capital Management LP CIK 1755028 · View history	$52.54M 895,435 shares	2.59%	+795.55K(+796.50%)Added	SEC filing ↗ May 15, 2026	▾
16	MORGAN STANLEY CIK 895421 · View history	$45.83M 781,201 shares	0.00%	-586.98K(-42.90%)Reduced	SEC filing ↗ May 15, 2026	▾
17	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$41.38M 705,345 shares	0.01%	+46.41K(+7.00%)Added	SEC filing ↗ May 7, 2026	▾
18	Invesco Ltd. CIK 914208 · Amended · View history	$41.10M 700,595 shares	0.00%	+54.04K(+8.40%)Added	SEC filing ↗ May 12, 2026	▾
19	KBC Group NV CIK 1411133 · View history	$34.80M 593,161 shares	0.09%	+175.27K(+41.90%)Added	SEC filing ↗ May 7, 2026	▾
20	SCHRODER INVESTMENT MANAGEMENT GROUP CIK 1086619 · View history	$34.61M 586,940 shares	0.03%	+420.70K(+253.10%)Added	SEC filing ↗ May 14, 2026	▾

Showing 20 / 315 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

315

Cancelled or null records excluded

Disclosed shares

44,740,669

Not deduplicated across managers

Disclosed value

$2.62B

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 2026

Explore all 315 reporting institutions.

This page includes 20 of 315 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.