H2O AMERICA — Institutional Ownership
Which tracked institutions hold HTO, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
29
Funds holding
$756001288
Total value held
Buying
22 added/new · 7 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $431856704 | 7106413 | +688680 | +10.73% |
| 2 | State Street Corp | $94478086 | 1554683 | +123532 | +8.63% |
| 3 | Invesco Ltd. | $47176786 | 776317 | +776317 | NEW BUY |
| 4 | Morgan Stanley | $35833239 | 589652 | -191549 | -24.52% |
| 5 | Goldman Sachs Group Inc | $26515639 | 436328 | +94285 | +27.57% |
| 6 | Northern Trust Corp | $25243675 | 415397 | +42087 | +11.27% |
| 7 | Raymond James Financial Inc | $19146979 | 315073 | +287448 | +1040.54% |
| 8 | Bank Of New York Mellon Corp | $12541445 | 206376 | +16187 | +8.51% |
| 9 | Principal Financial Group Inc | $11545996 | 189995 | +8583 | +4.73% |
| 10 | Bank Of America Corp /De/ | $10755803 | 176992 | -87895 | -33.18% |
| 11 | Ubs Group Ag | $10221150 | 168194 | +168194 | NEW BUY |
| 12 | Franklin Resources Inc | $9096846 | 149693 | +30814 | +25.92% |
| 13 | Ameriprise Financial Inc | $4805741 | 79081 | +79081 | NEW BUY |
| 14 | Wells Fargo & Company/Mn | $2980220 | 49041 | +16501 | +50.71% |
| 15 | Prudential Financial Inc | $2435844 | 40083 | +2350 | +6.23% |
| 16 | Jpmorgan Chase & Co | $2080441 | 32404 | -2880 | -8.16% |
| 17 | Sei Investments Co | $1611074 | 26511 | -89432 | -77.13% |
| 18 | Citigroup Inc | $1263044 | 20784 | +10266 | +97.60% |
| 19 | Bank Of Montreal /Can/ | $1194919 | 19663 | +6434 | +48.64% |
| 20 | Barclays Plc | $1181491 | 19442 | -5148 | -20.94% |
| 21 | Janus Henderson Group Plc | $935690 | 15947 | +15947 | NEW BUY |
| 22 | Stifel Financial Corp | $883915 | 14545 | +14545 | NEW BUY |
| 23 | Federated Hermes, Inc. | $613716 | 10099 | +10099 | NEW BUY |
| 24 | Fifth Third Bancorp | $579583 | 9537 | -96 | -1.00% |
| 25 | Royal Bank Of Canada | $556000 | 9147 | +1257 | +15.93% |
| 26 | Us Bancorp \De\ | $198111 | 3260 | +1385 | +73.87% |
| 27 | Pnc Financial Services Group, Inc. | $159218 | 2620 | -1192 | -31.27% |
| 28 | Southstate Bank Corp | $99359 | 1635 | +1635 | NEW BUY |
| 29 | Toronto Dominion Bank | $10574 | 174 | +174 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.