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HTO H2O AMERICA

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COM (common), issuer CIK 766829

276 managers (281 13F filers) reported a position in HTO shares at 2025-09-30, 28,926,933 shares in all. 47 filers opened a position and 25 filers sold out during the quarter.

Managers
276
13F filers
281
New
47
Added
113
Reduced
91
Sold out
25
Shares held by filers
28,926,933

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sterling Capital Management LLC2,205$107K<0.01%+1,34513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,050$99.8K0.01%-21613F-HRTimeline
Essential Partners LLC1,909$93K0.03%+1,87013F-HRTimeline
GAMMA Investing LLC1,814$88.3K<0.01%-77213F-HRTimeline
Global Retirement Partners, LLC1,687$82.2K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,500$73K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,282$62.4K<0.01%-24513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,056$52.2K<0.01%+19113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…977$47.6K<0.01%-2,02413F-HRTimelineGroup
PRIVATE TRUST CO NA858$41.8K<0.01%+313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…823$40.1K<0.01%+28913F-HRTimelineGroup
Hughes Financial Services, LLC850$39.7K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…719$35K<0.01%new13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC714$34.8K<0.01%+22613F-HRTimeline
Medallion Wealth Advisors, LLC660$32.1K0.01%013F-HRTimeline
Versant Capital Management, Inc572$27.9K<0.01%-40013F-HRTimeline
Clarity Asset Management, Inc.544$26.5K0.01%+413F-HRTimeline
IFP Advisors, Inc407$19.8K<0.01%+17513F-HR/ATimeline
Farther Finance Advisors, LLC394$19.2K<0.01%+37913F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.376$18.3K<0.01%013F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…352$17.1K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC307$14.5K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC293$14K<0.01%-63213F-HRTimeline
AdvisorNet Financial, Inc285$13.9K<0.01%013F-HRTimeline
Clearstead Advisors, LLC262$12.8K<0.01%+21213F-HRTimeline
Costello Asset Management, INC258$12.5K<0.01%-29913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP238$11.5K<0.01%+23013F-HRTimelineGroup
Rise Advisors, LLC214$10.4K<0.01%013F-HRTimeline
Estabrook Capital Management207$10.1K<0.01%+113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC190$9K<0.01%+12713F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.185$9K<0.01%-213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.185$9K<0.01%+15313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…184$8.96K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC178$8.67K<0.01%new13F-HRTimeline
Caitong International Asset Management …174$8.47K0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB172$8.38K<0.01%-2913F-HRTimeline
Quarry LP144$7.01K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust140$6.82K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.138$6.72K<0.01%+6813F-HRTimeline
UMB Bank, n.a.130$6.33K<0.01%-3813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SBI Securities Co., Ltd.128$6.23K<0.01%+4613F-HRTimeline
Leonteq Securities AG126$6.13K<0.01%+3913F-HRTimeline
Bare Financial Services, Inc117$5.7K<0.01%+6813F-HRTimeline
Bell Investment Advisors, Inc106$5.16K<0.01%013F-HRTimeline
High Note Wealth, LLC102$4.97K<0.01%+1013F-HRTimeline
DANSKE BANK A/S100$4.87K<0.01%013F-HR/ATimeline
Wealthspire Advisors, LLC92$4.48K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT61$2.97K<0.01%new13F-HRTimeline
Parallel Advisors, LLC53$2.59K<0.01%+513F-HRTimeline
Smartleaf Asset Management LLC51$2.45K<0.01%+2813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…50$2.44K<0.01%-2013F-HRTimelineGroup
Root Financial Partners, LLC49$2.39K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC48$2.34K<0.01%-2713F-HRTimeline
SIGNATUREFD, LLC46$2.24K<0.01%-913F-HRTimeline
True Wealth Design, LLC42$2.05K<0.01%-8113F-HRTimeline
Covestor Ltd47$2K<0.01%+1513F-HRTimeline
Larson Financial Group LLC26$1.27K<0.01%-41013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.22$1.07K<0.01%new13F-HRTimelineGroup
Hemington Wealth Management41$1K<0.01%-913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$974<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK19$926<0.01%013F-HRTimelineGroup
MAI Capital Management10$487<0.01%-6813F-HRTimeline
JFS WEALTH ADVISORS, LLC9$439<0.01%-213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…8$390<0.01%new13F-HRTimelineGroup
Clearstead Trust, LLC7$341<0.01%013F-HRTimeline
Fortitude Family Office, LLC7$341<0.01%-913F-HRTimeline
DiNuzzo Private Wealth, Inc.6$303<0.01%013F-HRTimeline
Abound Wealth Management3$147<0.01%013F-HRTimeline
West Oak Capital, LLC255$125<0.01%+513F-HRTimeline
Advisory Services Network, LLC2$97<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC2$97<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$49<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.1$49<0.01%-213F-HRTimeline
Rialto Wealth Management, LLC1$49<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC1$48<0.01%013F-HRTimeline
Cloud Capital Management, LLC2$00%new13F-HRTimelineValue filed as zero, left out of ratios.