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H2O America (HTO) institutional ownership

Market cap$1.7B SectorUtilities
Funds holding · Q1 2026
298
reported HTO position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
202 buyers · 96 sellers

H2O America (HTO) price and institutional activity

Dates

Q1 2026

$0 bought by 202 investors
Atlas Infrastructure Partners (uk) Ltd.Antipodes Partners Ltd +200 more
$0 sold by 96 investors
Morgan StanleyAmundi +94 more
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Bought Sold Totals per quarter; hover a bar for the names.

H2O America (HTO) institutional activity · 298

Investor Type Est. change Change Δ Own Date
Atlas Infrastructure Partners (uk) Ltd. · Added
Change +3.9M Date Q1 2026
Atlas Infrastructure Partners (uk) Ltd. Added· Q1 2026 +3.9M Q1 2026
Antipodes Partners Ltd · Added
Change +1.9M Date Q1 2026
Antipodes Partners Ltd Added· Q1 2026 +1.9M Q1 2026
Wellington Management Group LLP · New
Change +1.6M Date Q1 2026
Wellington Management Group LLP New· Q1 2026 +1.6M Q1 2026
Soros Fund Management LLC · New
Change +1.2M Date Q1 2026
Soros Fund Management LLC New· Q1 2026 +1.2M Q1 2026
Cohen & Steers, Inc. · Added
Change +1.1M Date Q1 2026
Cohen & Steers, Inc. Added· Q1 2026 +1.1M Q1 2026
Zimmer Partners, LP · Added
Change +957K Date Q1 2026
Zimmer Partners, LP Added· Q1 2026 +957K Q1 2026
Yaupon Capital Management LP · Added
Change +796K Date Q1 2026
Yaupon Capital Management LP Added· Q1 2026 +796K Q1 2026
Morgan Stanley · Reduced
Change −587K Date Q1 2026
Morgan Stanley Reduced· Q1 2026 −587K Q1 2026
Amundi · Reduced
Change −556K Date Q1 2026
Amundi Reduced· Q1 2026 −556K Q1 2026
Nuance Investments, LLC · Reduced
Change −515K Date Q1 2026
Nuance Investments, LLC Reduced· Q1 2026 −515K Q1 2026
Victory Capital Management Inc · Added
Change +444K Date Q1 2026
Victory Capital Management Inc Added· Q1 2026 +444K Q1 2026
Vanguard · Added
Change +436K Date Q1 2026
Vanguard Added· Q1 2026 +436K Q1 2026
Schroder Investment Management Group · Added
Change +421K Date Q1 2026
Schroder Investment Management Group Added· Q1 2026 +421K Q1 2026
Barrow Hanley Mewhinney & Strauss LLC · New
Change +410K Date Q1 2026
Barrow Hanley Mewhinney & Strauss LLC New· Q1 2026 +410K Q1 2026
Point72 Asset Management, L.P. · New
Change +371K Date Q1 2026
Point72 Asset Management, L.P. New· Q1 2026 +371K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 298

Famous investor activity in H2O America (HTO)

H2O America (HTO) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Atlas Infrastructure Partners (uk) Ltd. · 10% Owner Buy +$173K
Price $62.03 Qty +3K Owned 4.6M ΔOwn +0.1% Trade date Jul 7, 2026 Filed date Jul 8, 2026
Atlas Infrastructure Partners (uk) Ltd. 10% Owner Buy $62.03 +3K +$173K 4.6M +0.1% Jul 7, 2026 Jul 8, 2026
Walters Andrew F. · Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -$23K
Price $60.74 Qty -374 Owned 26K ΔOwn −1.4% Trade date Jul 1, 2026 Filed date Jul 6, 2026
Walters Andrew F. Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale $60.74 -374 -$23K 26K −1.4% Jul 1, 2026 Jul 6, 2026
Kelly Ann P. · Officer Tax withholding or exercise payment (F) -$5K
Price $60.74 Qty -88 Owned 10K ΔOwn −0.9% Trade date Jul 1, 2026 Filed date Jul 6, 2026
Kelly Ann P. Officer Tax withholding or exercise payment (F) $60.74 -88 -$5K 10K −0.9% Jul 1, 2026 Jul 6, 2026
Atlas Infrastructure Partners (uk) Ltd. · 10% Owner Sell −$102K
Price $60.73 Qty −2K Owned 4.6M ΔOwn 0.0% Trade date Jul 1, 2026 Filed date Jul 2, 2026
Atlas Infrastructure Partners (uk) Ltd. 10% Owner Sell $60.73 −2K −$102K 4.6M 0.0% Jul 1, 2026 Jul 2, 2026
Atlas Infrastructure Partners (uk) Ltd. · 10% Owner Buy +$130K
Price $60.76 Qty +2K Owned 4.6M ΔOwn 0.0% Trade date Jul 1, 2026 Filed date Jul 2, 2026
Atlas Infrastructure Partners (uk) Ltd. 10% Owner Buy $60.76 +2K +$130K 4.6M 0.0% Jul 1, 2026 Jul 2, 2026
Walters Andrew F. · Director Gift (G) -4K
Owned 27K Trade date Jun 5, 2026 Filed date Jun 5, 2026
Walters Andrew F. Director Gift (G) -4K 27K Jun 5, 2026 Jun 5, 2026
Johnson A. Kristen · Officer Grant (A) 139
Owned 18K Trade date Jun 2, 2026 Filed date Jun 3, 2026
Johnson A. Kristen Officer Grant (A) 139 18K Jun 2, 2026 Jun 3, 2026
Kruger Denise L. · Director Grant (A) 2K
Owned 7K Trade date May 13, 2026 Filed date May 15, 2026
Kruger Denise L. Director Grant (A) 2K 7K May 13, 2026 May 15, 2026
Klein Rebecca A. · Director Grant (A) 2K
Owned 9K Trade date May 13, 2026 Filed date May 15, 2026
Klein Rebecca A. Director Grant (A) 2K 9K May 13, 2026 May 15, 2026
Guardino Carl · Director Grant (A) 2K
Owned 9K Trade date May 13, 2026 Filed date May 15, 2026
Guardino Carl Director Grant (A) 2K 9K May 13, 2026 May 15, 2026
Heather Hunt · Director Grant (A) 2K
Owned 11K Trade date May 13, 2026 Filed date May 15, 2026
Heather Hunt Director Grant (A) 2K 11K May 13, 2026 May 15, 2026
Hanley Mary Ann · Director Grant (A) 2K
Owned 12K Trade date May 13, 2026 Filed date May 15, 2026
Hanley Mary Ann Director Grant (A) 2K 12K May 13, 2026 May 15, 2026
Wallace Carol P. · Director Grant (A) 2K
Owned 11K Trade date May 13, 2026 Filed date May 15, 2026
Wallace Carol P. Director Grant (A) 2K 11K May 13, 2026 May 15, 2026
Rowe Nick Orlando · Director Grant (A) 2K
Owned 2K Trade date May 13, 2026 Filed date May 15, 2026
Rowe Nick Orlando Director Grant (A) 2K 2K May 13, 2026 May 15, 2026
More Daniel B. · Director Grant (A) 2K
Owned 2K Trade date May 13, 2026 Filed date May 15, 2026
More Daniel B. Director Grant (A) 2K 2K May 13, 2026 May 15, 2026
15 of 44
15 of 44 Sign in to continue to older insider transactions.

H2O America (HTO) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 5.6M
% of shares outstanding 17.6% Filing date Jan 19, 2024
BlackRock Inc. 5.6M 17.6% Jan 19, 2024
Blackrock, Inc. 6.0M
% of shares outstanding 14.4% Filing date Apr 27, 2026
Blackrock, Inc. 6.0M 14.4% Apr 27, 2026
Moss Melinda C 2.6M
% of shares outstanding 8.0% Filing date Jan 29, 2024
Moss Melinda C 2.6M 8.0% Jan 29, 2024
Vanguard Group Inc 2.5M
% of shares outstanding 7.7% Filing date Feb 13, 2024
Vanguard Group Inc 2.5M 7.7% Feb 13, 2024
State Street Corp 1.6M
% of shares outstanding 4.9% Filing date Oct 18, 2024
State Street Corp 1.6M 4.9% Oct 18, 2024
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H2O America (HTO) ownership FAQ

Who owns HTO?

298 reporting institutions disclosed HTO position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.