DOSSIER · 13F Holders · Q2 2026Utilities · Water Supply
HTO

H2O AMERICA

327 institutions still hold H2O AMERICA as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 784305104·Water Supply·327 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1.7B
visible holders
Holders
327
filers reporting
Concentration
25.41%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

327 institutions reported HTO in Q2 2026. BlackRock, Inc. leads at 25.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$432M7.1M0.01%Q2 2026
02
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$121M2.0M0.02%Q2 2026
03
ANTIPODES PARTNERS Ltd
CIK 0001652442
$107M1.8M1.96%Q2 2026
04
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$96M1.6M0.00%Q2 2026
05
STATE STREET CORP
CIK 0000093751
$94M1.6M0.00%Q2 2026
06
COHEN & STEERS, INC.
CIK 0001284812
$94M1.6M0.16%Q1 2026
07
Cerity Partners LLC
CIK 0001566475
$79M1.3M0.10%Q2 2026
08
Vanguard Portfolio Management
CIK 0002100121· Index
$77M1.3M0.00%Q2 2026
09
SOROS FUND MANAGEMENT LLC
CIK 0001029160
$72M1.2M0.79%Q1 2026
10
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$71M1.2M0.04%Q2 2026
11
Amundi
CIK 0001330387
$67M1.1M0.02%Q2 2026
12
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$60M992K0.00%Q2 2026
13
Yaupon Capital Management LP
CIK 0001755028
$52M852K1.02%Q2 2026
14
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$49M806K0.04%Q2 2026
15
Invesco Ltd.
CIK 0000914208
$47M776K0.00%Q2 2026
16
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$43M715K0.01%Q2 2026
17
MORGAN STANLEY
CIK 0000895421
$36M590K0.00%Q2 2026
18
KBC Group NV
CIK 0001411133
$35M593K0.09%Q1 2026
19
Legal & General Group Plc
CIK 0000764068
$35M572K0.01%Q2 2026
20
Resolution Capital Ltd
CIK 0001612389
$31M516K0.58%Q2 2026
Page 1 of 17
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Insiders at H2O AMERICA
Mattern MeganKelly Ann PWalters Andrew FKruger Denise LKlein Rebecca AGip Atlas Holdings LtdAtlas Infrastructure Partners (Uk) Ltd.Johnson A Kristen