H2O AMERICA — Institutional Ownership
Which tracked institutions hold HTO, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
23
Funds holding
$649976408
Total value held
Buying
17 added/new · 6 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $376528380 | 6417733 | -237447 | -3.57% |
| 2 | State Street Corp | $83965629 | 1431151 | +71378 | +5.25% |
| 3 | Morgan Stanley | $45833134 | 781201 | -586979 | -42.90% |
| 4 | Invesco Ltd. | $31674925 | 646559 | +76678 | +13.46% |
| 5 | Northern Trust Corp | $21902098 | 373310 | +30352 | +8.85% |
| 6 | Goldman Sachs Group Inc | $20067663 | 342043 | -140492 | -29.12% |
| 7 | Bank Of America Corp /De/ | $15540921 | 264887 | +149168 | +128.91% |
| 8 | Bank Of New York Mellon Corp | $11158367 | 190189 | +7083 | +3.87% |
| 9 | Principal Financial Group Inc | $10643441 | 181412 | +22711 | +14.31% |
| 10 | Franklin Resources Inc | $6974630 | 118879 | +78230 | +192.45% |
| 11 | Sei Investments Co | $6802396 | 115943 | — | NEW BUY |
| 12 | Ameriprise Financial Inc | $5270386 | 89831 | -11385 | -11.25% |
| 13 | Wells Fargo & Company/Mn | $4747280 | 96903 | +39679 | +69.34% |
| 14 | Prudential Financial Inc | $2213795 | 37733 | +6570 | +21.08% |
| 15 | Raymond James Financial Inc | $1620765 | 27625 | -3336 | -10.77% |
| 16 | Barclays Plc | $1442696 | 24590 | — | NEW BUY |
| 17 | Janus Henderson Group Plc | $935690 | 15947 | — | NEW BUY |
| 18 | Bank Of Montreal /Can/ | $776146 | 13229 | — | NEW BUY |
| 19 | Fifth Third Bancorp | $565132 | 9633 | +9383 | +3753.20% |
| 20 | Citigroup Inc | $515277 | 10518 | -1748 | -14.25% |
| 21 | Royal Bank Of Canada | $464000 | 7890 | — | NEW BUY |
| 22 | Pnc Financial Services Group, Inc. | $223651 | 3812 | +399 | +11.69% |
| 23 | Us Bancorp \De\ | $110006 | 1875 | +947 | +102.05% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.