13F Insight
DOSSIER · 13F Holders · Q1 2026Utilities · Water SupplyDefensive growthQuality
HTO

H2O AMERICA

322 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·322 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.3%
vs prior quarter
13F value held
$1.5B
50.0% inst. owned
of float
Holders
322
+93 QoQ
filers reporting
Activity
+32 / −87
+903 added · −733 reduced
this quarter
Concentration
24.88%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

322 institutions reported HTO in Q1 2026. BlackRock, Inc. leads at 24.9% of the visible book. +93 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$377M6.4M0.01%Q1 202602
ANTIPODES PARTNERS Ltd
CIK 0001652442
$132M2.2M2.54%Q1 202603
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$99M1.7M0.00%Q1 202604
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$95M1.6M0.02%Q1 202605
STATE STREET CORP
CIK 0000093751
$84M1.4M0.00%Q1 202606
Cerity Partners LLC
CIK 0001566475
$77M1.3M0.11%Q1 202607
SOROS FUND MANAGEMENT LLC
CIK 0001029160
$72M1.2M0.79%Q1 202608
Vanguard Portfolio Management
CIK 0002100121· Index
$69M1.2M0.00%Q1 202609
Amundi
CIK 0001330387
$68M1.2M0.02%Q1 202610
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$54M912K0.03%Q1 202611
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$53M897K0.00%Q1 202612
Yaupon Capital Management LP
CIK 0001755028
$53M895K1.64%Q1 202613
MORGAN STANLEY
CIK 0000895421
$46M781K0.00%Q1 202614
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$41M705K0.01%Q1 202615
Invesco Ltd.
CIK 0000914208
$41M701K0.01%Q1 202616
SCHRODER INVESTMENT MANAGEMENT GROUP
CIK 0001086619
$35M587K0.03%Q1 202617
Legal & General Group Plc
CIK 0000764068
$32M543K0.01%Q1 202618
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$31M532K0.02%Q1 202619
ATLAS Infrastructure Partners (UK) Ltd.
CIK 0001924953
$29M584K1.43%Q4 202520
Resolution Capital Ltd
CIK 0001612389
$28M482K0.60%Q1 2026
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