13FBOX
H2O AMERICA COM · 13F Institutional Holdings
Options Calculator Rankings
H

H2O AMERICA COM

HTO
Institutions
314
Combined AUM (Q2 2026)
$2.68B
Combined Shares (Q2 2026)
44.1M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+4.8M
175 · 49 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-6.4M
136 · 45 Exit · ≈
⚖️ Net
-1.6M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.68B
Institutions
314
New Buys
49
Adds
126
Reduces
91
Exits
45
Unchanged
48
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.01%0.01%#111$431.9M7.1M$376.5M6.4M+688,680+10.73%Add
ATLAS Infrastructure Partners (UK) Ltd.
8.5%9.36%#1$280.3M4.6M$265.9M4.5M+79,951+1.76%Add
WELLINGTON MANAGEMENT GROUP LLP
0.02%0.02%#79$121.3M2.0M$94.7M1.6M+382,268+23.69%Add
ANTIPODES PARTNERS Ltd
1.96%2.54%#4$106.9M1.8M$132.0M2.2M-489,427-21.76%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#175$95.7M1.6M$99.0M1.7M-112,876-6.69%Reduce
STATE STREET CORP
<0.01%<0.01%#158$94.5M1.6M$84.0M1.4M+123,532+8.63%Add
Cerity Partners LLC
0.1%0.11%#36$79.4M1.3M$76.8M1.3M-2,452-0.19%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#147$76.8M1.3M$68.6M1.2M+94,820+8.11%Add
SOROS FUND MANAGEMENT LLC
0.94%0.79%#8$76.2M1.3M$72.1M1.2M+25,621+2.09%Add
VICTORY CAPITAL MANAGEMENT INC
0.04%0.03%#57$71.0M1.2M$53.5M911,895+256,839+28.17%Add
Amundi
0.02%0.02%#85$67.2M1.1M$67.9M1.2M-51,585-4.46%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#152$60.3M992,465$52.6M897,076+95,389+10.63%Add
Yaupon Capital Management LP
1.02%1.64%#7$51.8M851,846$52.5M895,435-43,589-4.87%Reduce
TWO SIGMA INVESTMENTS, LP
0.04%0.01%#61$49.0M806,493$14.7M250,332+556,161+222.17%Add
Invesco Ltd.
<0.01%0.01%#143$47.2M776,317$41.1M700,595+75,722+10.81%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#100$43.4M714,601$41.4M705,345+9,256+1.31%Add
KBC Group NV
0.08%0.09%#43$37.1M610,164$34.8M593,161+17,003+2.87%Add
MORGAN STANLEY
<0.01%<0.01%#179$35.8M589,652$29.9M613,465-23,813-3.88%Reduce
Legal & General Group Plc
0.01%0.01%#104$34.8M571,546$31.9M543,482+28,064+5.16%Add
Resolution Capital Ltd
0.58%0.6%#12$31.3M515,795$28.3M482,460+33,335+6.91%Add
Zimmer Partners, LP
0.72%1.77%#9$31.2M513,500$73.4M1.3M-737,500-58.95%Reduce
BARROW HANLEY MEWHINNEY & STRAUSS LLC
0.09%0.08%#37$30.7M504,368$24.0M409,650+94,718+23.12%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#139$30.6M503,037$28.3M482,170+20,867+4.33%Add
SCHRODER INVESTMENT MANAGEMENT GROUP
0.02%0.03%#76$30.2M494,524$34.6M586,940-92,416-15.75%Reduce
FIRST TRUST ADVISORS LP
0.02%0.02%#82$29.8M490,833$31.2M531,987-41,154-7.74%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#166$26.5M436,328$20.1M342,043+94,285+27.57%Add
NORTHERN TRUST CORP
<0.01%<0.01%#157$25.2M415,397$21.9M373,310+42,087+11.27%Add
Nuveen, LLC
<0.01%<0.01%#126$20.5M337,662$13.6M232,092+105,570+45.49%Add
RAYMOND JAMES FINANCIAL INC
0.01%<0.01%#124$19.1M315,073$1.6M27,625+287,448+1,040.54%Add
COHEN & STEERS, INC.
0.03%0.16%#68$18.9M310,870$94.3M1.6M-1.3M-80.67%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#148$15.4M253,621$14.1M240,956+12,665+5.26%Add
MIROVA
0.55%0.47%#13$14.9M244,550$11.5M195,246+49,304+25.25%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#130$13.1M215,916$10.1M171,652+44,264+25.79%Add
Bank of New York Mellon Corp
<0.01%<0.01%#173$12.5M206,376$11.2M190,189+16,187+8.51%Add
Ausbil Investment Management Ltd
5.47%7.1%#2$12.3M203,028$14.3M244,282-41,254-16.89%Reduce
PRINCIPAL FINANCIAL GROUP INC
0.01%0.01%#117$11.5M189,995$10.6M181,412+8,583+4.73%Add
BW Gestao de Investimentos Ltda.
0.22%0.43%#21$11.3M185,806$13.0M220,941-35,135-15.90%Reduce
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.03%0.03%#65$11.2M183,553$10.7M182,853+700+0.38%Add
Assenagon Asset Management S.A.
0.01%#88$10.9M179,910$00+179,910New Buy
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#226$10.8M176,992$15.5M264,887-87,895-33.18%Reduce
DUFF & PHELPS INVESTMENT MANAGEMENT CO
0.1%0.07%#34$10.7M175,972$6.6M111,795+64,177+57.41%Add
Squarepoint Ops LLC
0.01%0.01%#94$10.3M170,129$6.2M105,642+64,487+61.04%Add
UBS Group AG
<0.01%<0.01%#200$10.2M168,194$8.8M149,943+18,251+12.17%Add
GABELLI FUNDS LLC
0.06%0.06%#51$9.9M162,779$8.8M149,647+13,132+8.78%Add
NUANCE INVESTMENTS, LLC
1.6%3.2%#5$9.4M154,446$23.0M391,646-237,200-60.56%Reduce
FRANKLIN RESOURCES INC
<0.01%<0.01%#180$9.1M149,693$7.0M118,879+30,814+25.92%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#194$8.3M136,071$7.7M131,696+4,375+3.32%Add
STATE OF WISCONSIN INVESTMENT BOARD
0.02%0.02%#84$8.2M135,656$6.6M112,568+23,088+20.51%Add
D. E. Shaw & Co., Inc.
<0.01%<0.01%#142$8.2M135,525$2.3M39,175+96,350+245.95%Add
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.02%0.02%#78$8.2M135,149$7.8M133,676+1,473+1.10%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow