DOSSIER · 13F Holders · Q1 2026Utilities · Water Supply
HTO

H2O AMERICA

323 institutions still hold H2O AMERICA as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 784305104·Water Supply·323 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$1.6B
visible holders
Holders
323
filers reporting
Concentration
23.75%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

323 institutions reported HTO in Q1 2026. BlackRock, Inc. leads at 23.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$377M6.4M0.01%Q1 2026
02
ANTIPODES PARTNERS Ltd
CIK 0001652442
$132M2.2M2.54%Q1 2026
03
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$99M1.7M0.00%Q1 2026
04
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$95M1.6M0.02%Q1 2026
05
COHEN & STEERS, INC.
CIK 0001284812
$94M1.6M0.16%Q1 2026
06
STATE STREET CORP
CIK 0000093751
$84M1.4M0.00%Q1 2026
07
Cerity Partners LLC
CIK 0001566475
$77M1.3M0.11%Q1 2026
08
SOROS FUND MANAGEMENT LLC
CIK 0001029160
$72M1.2M0.79%Q1 2026
09
Vanguard Portfolio Management
CIK 0002100121· Index
$69M1.2M0.00%Q1 2026
10
Amundi
CIK 0001330387
$68M1.2M0.02%Q1 2026
11
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$54M912K0.03%Q1 2026
12
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$53M897K0.00%Q1 2026
13
Yaupon Capital Management LP
CIK 0001755028
$53M895K1.64%Q1 2026
14
MORGAN STANLEY
CIK 0000895421
$46M781K0.00%Q1 2026
15
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$41M705K0.01%Q1 2026
16
Invesco Ltd.
CIK 0000914208
$41M701K0.00%Q1 2026
17
KBC Group NV
CIK 0001411133
$35M593K0.09%Q1 2026
18
SCHRODER INVESTMENT MANAGEMENT GROUP
CIK 0001086619
$35M587K0.03%Q1 2026
19
Legal & General Group Plc
CIK 0000764068
$32M543K0.01%Q1 2026
20
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$31M532K0.02%Q1 2026
Page 1 of 17
303 more holders available. Log in →
Insiders at H2O AMERICA
Kelly Ann PWalters Andrew FKruger Denise LKlein Rebecca AGip Atlas Holdings LtdAtlas Infrastructure Partners (Uk) Ltd.Johnson A KristenHauk Bruce A