Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in HTO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.4M | $376.5M | -3.6% | 18.336% | 0.01% |
| 2 | ATLAS Infrastructure Partners (UK) Ltd. | 4.5M | $265.9M | +675.9% | 12.948% | 9.36% |
| 3 | ANTIPODES PARTNERS Ltd | 2.2M | $132.0M | +485.8% | 6.426% | 2.54% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $99.0M | β | 4.821% | 0.00% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 1.6M | $94.7M | β | 4.610% | 0.02% |
| 6 | STATE STREET CORP | 1.4M | $84.0M | +5.3% | 4.089% | 0.00% |
| 7 | Cerity Partners LLC | 1.3M | $76.8M | -9.4% | 3.742% | 0.11% |
| 8 | Zimmer Partners, LP | 1.3M | $73.4M | +2755.1% | 3.574% | 1.78% |
| 9 | SOROS FUND MANAGEMENT LLC | 1.2M | $72.1M | β | 3.511% | 0.85% |
| 10 | CITADEL ADVISORS LLC | 1.2M | $68.8M | +1260.9% | 3.351% | 0.03% |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.2M | $68.6M | β | 3.340% | 0.00% |
| 12 | Amundi | 1.2M | $67.9M | -32.5% | 3.305% | 0.02% |
| 13 | VICTORY CAPITAL MANAGEMENT INC | 912K | $53.5M | +94.7% | 2.605% | 0.03% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 897K | $52.6M | +7.8% | 2.563% | 0.00% |
| 15 | Yaupon Capital Management LP | 895K | $52.5M | +796.5% | 2.558% | 2.43% |
| 16 | MORGAN STANLEY | 781K | $45.8M | -42.9% | 2.232% | 0.00% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 705K | $41.4M | +7.0% | 2.015% | 0.01% |
| 18 | Invesco Ltd. | 701K | $41.1M | +8.4% | 2.002% | 0.01% |
| 19 | SCHRODER INVESTMENT MANAGEMENT GROUP | 587K | $34.6M | +253.1% | 1.677% | 0.03% |
| 20 | Legal & General Group Plc | 543K | $31.9M | -4.5% | 1.553% | 0.01% |
| 21 | FIRST TRUST ADVISORS LP | 532K | $31.2M | +5.9% | 1.520% | 0.02% |
| 22 | Resolution Capital Ltd | 482K | $28.3M | +105.8% | 1.378% | 0.60% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 482K | $28.3M | +11.2% | 1.378% | 0.00% |
| 24 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 410K | $24.0M | β | 1.170% | 0.08% |
| 25 | NUANCE INVESTMENTS, LLC | 392K | $23.0M | -56.8% | 1.119% | 3.20% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in HTO β a direct measure of their conviction.
Filings activity in HTO during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 310 | +13% | 126.29% | +55.69 pp | $2.52B | +79% |
| Q4 2025 | 274 | +0.4% | 70.60% | +1.61 pp | $1.41B | +2.3% |
| Q3 2025 | 273 | +6.2% | 68.99% | 1.85 pp | $1.38B | 2.6% |
| Q2 2025 | 257 | +3.2% | 70.84% | 1.28 pp | $1.41B | 1.8% |
| Q1 2025 | 249 | +5.5% | 72.12% | +9.48 pp | $1.44B | +15% |
| Q4 2024 | 236 | 5.6% | 62.64% | 22.14 pp | $1.25B | 26% |
| Q3 2024 | 250 | +10% | 84.78% | +19.57 pp | $1.69B | +30% |
| Q2 2024 | 227 | β | 65.21% | β | $1.30B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Apr 10, 2026 | ATLAS Infrastructure Partners (UK) Ltd. | Buy | 50K | $59.06 | $3.0M |
Quick answers to the most common questions about buying HTO stock.
Based on Q1 2026 13F filings, institutional ownership of H2O America stands at 126.3%, held across 310 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of HTO, with approximately 6,417,733 shares worth $0.38B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of HTO, including SOROS FUND MANAGEMENT LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for HTO is 74 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
76 institutions opened new positions in HTO during Q1 2026, while 40 fully exited. 210 added to existing positions and 23 trimmed.
HTO institutional ownership rose by 55.69 percentage points quarter-over-quarter, with a net change of +36 holders.
The top 10 institutions account for 53.3% of all reported 13F value in HTO, and the top 25 account for 78.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
H2O America (HTO) Institutional Ownership