Who Owns H2O America Stock?
NASDAQ: HTOUtilitiesWater SupplyUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 119.91%
- Institutions (% of float)
- 145.49%
- Held by insiders
- 17.59%
- Institutional holders
- 452
- Institutions 82.4%
- Insiders 17.6%
- Public and other 0.0%
Who owns H2O America stock?
Institutional investors own about 119.9% of H2O America's shares, spread across 452 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 17.59% of HTO.
The largest institutional holders are Blackrock Inc. (21.37%), ATLAS Infrastructure Partners (UK) Ltd. (13.87%) and Wellington Management Group, LLP (6.00%). Together, the top 10 institutions control 71.0% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their HTO positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of HTO
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 7.11M | 21.37% | +10.7% |
| ATLAS Infrastructure Partners (UK) Ltd. | 4.61M | 13.87% | +1.8% |
| Wellington Management Group, LLP | 2.00M | 6.00% | +23.7% |
| Antipodes Partners Ltd. | 1.76M | 5.29% | -21.8% |
| Vanguard Capital Management LLC | 1.57M | 4.73% | -6.7% |
| State Street Corporation | 1.55M | 4.68% | +8.6% |
| Cerity Partners LLC | 1.31M | 3.93% | -0.2% |
| Vanguard Portfolio Management LLC | 1.26M | 3.80% | +8.1% |
| Soros Fund Management LLC | 1.25M | 3.77% | +2.1% |
| Victory Capital Management Inc. | 1.17M | 3.51% | +28.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of HTO
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 2.40M | 7.21% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.06M | 3.20% |
| iShares Trust-iShares Russell 2000 ETF | 904.54K | 2.72% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | 575.00K | 1.73% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 450.81K | 1.36% |
| First Trust Exchange-Traded Fund-First Trust Water ETF | 444.25K | 1.34% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 387.23K | 1.16% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | 370.19K | 1.11% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | 351.17K | 1.06% |
| iShares Trust-iShares Russell 2000 Value ETF | 332.62K | 1.00% |
Frequently asked questions
Who is the largest shareholder of H2O America?
Blackrock Inc. is the largest institutional shareholder of HTO, owning 21.37% of shares outstanding (7.11M shares) as of its latest 13F filing.
What percentage of H2O America is owned by institutions?
Institutions own about 119.9% of HTO shares and 145.5% of the public float.
How much of H2O America do insiders own?
Insiders, such as officers and directors, own about 17.59% of HTO shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.