HTO H2O America
H2O America (HTO) Institutional Ownership
What the institutions did with HTO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DEUTSCHE BANK AG\ | 1.8M | 19.8% |
| ANTIPODES PARTNERS Ltd | 1.7M | 19.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 964.3K | 10.8% |
| DIMENSIONAL FUND ADVISORS LP | 726.0K | 8.2% |
| Amundi | 701.5K | 7.9% |
| KBC Group NV | 500.0K | 5.6% |
| PRINCIPAL FINANCIAL GROUP INC | 303.2K | 3.4% |
| Bank of New York Mellon Corp | 194.0K | 2.2% |
| ProShare Advisors LLC | 162.8K | 1.8% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 155.7K | 1.7% |
| Squarepoint Ops LLC | 146.0K | 1.6% |
| Assenagon Asset Management S.A. | 136.8K | 1.5% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 106.7K | 1.2% |
| NUANCE INVESTMENTS, LLC | 93.1K | 1.0% |
| Prospera Financial Services Inc | 79.6K | 0.9% |
| Boston Trust Walden Corp | 66.1K | 0.7% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 56.4K | 0.6% |
| E. Ohman J:or Asset Management AB | 55.2K | 0.6% |
| Sky Investment Group LLC | 51.3K | 0.6% |
| Clean Yield Group | 45.4K | 0.5% |
| BARCLAYS PLC | 44.4K | 0.5% |
| EXCHANGE TRADED CONCEPTS, LLC | 41.4K | 0.5% |
| Maryland State Retirement & Pension System | 39.0K | 0.4% |
| CITIGROUP INC | 33.2K | 0.4% |
| Jefferies Financial Group Inc. | 32.5K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| DEUTSCHE BANK AG\ | Increased | 57.0K | 1.8M | +1.7M |
| Amundi | Reduced | 1.1M | 701.5K | -403.9K |
| Assenagon Asset Management S.A. | Reduced | 359.8K | 136.8K | -223.0K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 190.0K | 303.2K | +113.2K |
| KBC Group NV | Reduced | 610.2K | 500.0K | -110.2K |
| REAVES W H & CO INC | Sold Out | 100.0K | 0 | -100.0K |
| NUANCE INVESTMENTS, LLC | Reduced | 154.4K | 93.1K | -61.4K |
| Sky Investment Group LLC | New | 0 | 51.3K | +51.3K |
| ANTIPODES PARTNERS Ltd | Reduced | 1.8M | 1.7M | -48.7K |
| ProShare Advisors LLC | Increased | 127.7K | 162.8K | +35.2K |
| Jefferies Financial Group Inc. | New | 0 | 32.5K | +32.5K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 992.5K | 964.3K | -28.2K |
| BARCLAYS PLC | Increased | 19.4K | 44.4K | +24.9K |
| Squarepoint Ops LLC | Reduced | 170.1K | 146.0K | -24.1K |
| WESBANCO BANK INC | Sold Out | 22.4K | 0 | -22.4K |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | Reduced | 176.0K | 155.7K | -20.3K |
| HUB Investment Partners, LLC | New | 0 | 17.8K | +17.8K |
| Fifth Third Wealth Advisors LLC | New | 0 | 16.1K | +16.1K |
| Thrivent Financial for Lutherans | Reduced | 39.1K | 23.2K | -16.0K |
| CITIGROUP INC | Increased | 20.8K | 33.2K | +12.5K |
| Bank of New York Mellon Corp | Reduced | 206.4K | 194.0K | -12.4K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 714.6K | 726.0K | +11.4K |
| Inspire Investing, LLC | Increased | 201 | 10.5K | +10.3K |
| OpenArc Corporate Advisory, LLC | New | 0 | 9.1K | +9.1K |
| D.A. DAVIDSON & CO. | Sold Out | 9.1K | 0 | -9.1K |
| Jackson Creek Investment Advisors LLC | Sold Out | 8.5K | 0 | -8.5K |
| Abacus Wealth Partners, LLC | Increased | 11.7K | 20.0K | +8.3K |
| Prospera Financial Services Inc | Reduced | 87.9K | 79.6K | -8.3K |
| State of Alaska, Department of Revenue | Reduced | 14.0K | 6.1K | -7.9K |
| Boston Trust Walden Corp | Reduced | 73.6K | 66.1K | -7.5K |
| ANCHYRA PARTNERS LLC | New | 0 | 6.3K | +6.3K |
| Occidental Asset Management, LLC | New | 0 | 5.8K | +5.8K |
| Symmetry Partners, LLC | New | 0 | 5.8K | +5.8K |
| Farther Finance Advisors, LLC | Increased | 1.0K | 6.6K | +5.6K |
| Ethic Inc. | Increased | 12.7K | 18.0K | +5.2K |
| Able Wealth Management LLC | New | 0 | 5.2K | +5.2K |
| Cyndeo Wealth Partners, LLC | New | 0 | 5.2K | +5.2K |
| AXXCESS WEALTH MANAGEMENT, LLC | New | 0 | 5.2K | +5.2K |
| SteelPeak Wealth, LLC | New | 0 | 5.1K | +5.1K |
| SAX WEALTH ADVISORS, LLC | New | 0 | 5.1K | +5.1K |
| Creative Planning | Increased | 14.4K | 19.2K | +4.8K |
| Canvas Wealth Advisors, LLC | New | 0 | 4.4K | +4.4K |
| Stephenson & Company, Inc. | New | 0 | 4.4K | +4.4K |
| FIRST CITIZENS BANK & TRUST CO | Reduced | 7.8K | 3.5K | -4.3K |
| HB Wealth Management, LLC | New | 0 | 4.0K | +4.0K |
| Paragon Advisors, LLC | New | 0 | 4.0K | +4.0K |
| Park Capital Management, LLC / WI | New | 0 | 3.9K | +3.9K |
| Virtue Capital Management, LLC | Reduced | 10.7K | 7.0K | -3.7K |
| Vontobel Holding Ltd. | Increased | 22.2K | 25.8K | +3.6K |
| Dynamic Advisor Solutions LLC | New | 0 | 3.5K | +3.5K |
| Maryland State Retirement & Pension System | Reduced | 42.5K | 39.0K | -3.4K |
| VestGen Advisors, LLC | New | 0 | 3.4K | +3.4K |
| Ridgewood Investments LLC | Reduced | 6.8K | 3.7K | -3.1K |
| Parallel Advisors, LLC | Increased | 628 | 3.7K | +3.1K |
| Fortitude Family Office, LLC | Increased | 40 | 2.6K | +2.5K |
| Larson Financial Group LLC | Reduced | 2.3K | 85 | -2.3K |
| Louisiana State Employees Retirement System | Reduced | 17.2K | 15.5K | -1.7K |
| EXCHANGE TRADED CONCEPTS, LLC | Reduced | 43.0K | 41.4K | -1.6K |
| KEYBANK NATIONAL ASSOCIATION/OH | Increased | 5.8K | 7.2K | +1.4K |
| DekaBank Deutsche Girozentrale | New | 0 | 1.1K | +1.1K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.