HTO
H2O America · Utilities · Regulated Water
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.3% · net new positions -5.6% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 102 | +1 | 27.59M | $1.68B | +8 | −9 |
| Q1 2026 | 106 | +6 | 27.30M | $1.60B | +13 | −7 |
| Q4 2025 | 98 | -3 | 24.03M | $1.18B | — | −3 |
| Q3 2025 | 18 | 0 | 13.37M | $651.12M | — | −1 |
| Q2 2025 | 16 | +2 | 11.95M | $621.03M | +3 | −1 |
| Q1 2025 | 11 | 0 | 2.62M | $143.11M | +2 | −2 |
| Q4 2024 | 11 | -2 | 3.07M | $151.35M | — | −2 |
| Q3 2024 | 12 | +1 | 1.42M | $82.58M | +2 | −1 |
| Q2 2024 | 11 | — | 1.41M | $76.25M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 6.24M | +2.6% | $303.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×16 |
| 2 | The Vanguard Group ✦ (passive) | 2.65M | -0.3% | $129.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 1.30M | +1.3% | $63.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 819.44K | +5.6% | $39.91M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 613.47K | — | $29.88M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 6 | JPMorgan Chase ✦ | 433.49K | — | $21.11M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 7 | Goldman Sachs Group ✦ | 301.37K | — | $14.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Marshall Wace ✦ | 165.54K | -67.4% | $8.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | Two Sigma Investments ✦ | 145.38K | +21.2% | $7.08M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 135.43K | +80.2% | $6.60M | 0.0% | ▲ Add | 6 | SEC ↗ ×5 |
| 11 | Millennium Management ✦ | 134.10K | +229.0% | $6.53M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 116.30K | +266.9% | $5.66M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 13 | Adage Capital Partners ✦ | 100.00K | 0.0% | $4.87M | 0.0% | Held | 2 | SEC ↗ |
| 14 | GAMCO Investors ✦ | 61.63K | +5.2% | $3.00M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 45.13K | +182.0% | $2.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 38.83K | +194.7% | $1.89M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 17 | Fidelity (FMR) ✦ | 32.56K | -34.1% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | T. Rowe Price ✦ | 31.12K | +10.7% | $1.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $5.26M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 313 holders, 44.70M shares, $2.47B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.