$HTO

$61.80 +$0.76 (1.25%) Close

$HTO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 48.3M shares outstanding

Who owns HTO?

By type of holder

Institutions 91.0% Insiders 9.0% Everyone else 0.0%

Concentration Top 10 holders own 55.9%

BlackRock, Inc. 14.7% · ATLAS Infrastructure Partners (UK) Ltd. 9.5%

Institutional ownership

91.0%

-1.5 pts vs last qtr

Institutional holders

313

0 vs last qtr

Net shares bought

−748.8K

by institutions in Q2 2026

New / sold out

46 / 46

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +688.7K
Two Sigma Investments, LP +556.2K

Biggest sellers in Q2 2026

Cohen & Steers, Inc. −1.3M
ANTIPODES PARTNERS Ltd −489.4K

Who is planning to sell?

Notices of proposed sale, last 12 months

$98.7K

1 notice from 1 person

Shares covered

2.1K

0.00% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Andrew F. Walters Ceo, director $98.7K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+70.5%

+6.11% a year

Each share's claim on the business

−41.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $39.2M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years53% 3–5 years8% 1–3 years5% Under 1 year34%

Quarterly turnover

11.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting HTO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	7.1M	14.71%	+688.7K (+10.7%)	≤2021	0.0%
Shares held by quarter Peak holding7.1M (Q2'26) Change over 8 quarters+1.1M Share of the company14.710% BlackRock, Inc.'s full portfolio →
AI ATLAS Infrastructure Partners (UK) Ltd.	4.6M	9.54%	+80.0K (+1.8%)	Q4 '25	8.5%
Shares held by quarter Peak holding4.6M (Q2'26) Change over 8 quarters+4.6M Share of the company9.540% ATLAS Infrastructure Partners (UK) Ltd.'s full portfolio →

BlackRock, Inc.

7.1M

% of company

14.71%

Change vs last qtr

+688.7K (+10.7%)

Held since

≤2021

ATLAS Infrastructure Partners (UK) Ltd.

4.6M

% of company

9.54%

Change vs last qtr

+80.0K (+1.8%)

Held since

Q4 '25

28 more super investors behind a free account

See every manager holding H2O America, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting HTO on Form N-PORT; together they hold 31.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$144M	2.4M	4.90%	0.13%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$64.7M	1.1M	2.20%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$144M

% of company

4.90%

% of the fund

0.13%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$64.7M

% of company

2.20%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding H2O America and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GA GIP ATLAS Holdings Ltd Insider	4.6M	9.48%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company9.480% GIP ATLAS Holdings Ltd's insider activity →
TE Thornburg Eric W Insider	78.4K	0.16%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.160% Thornburg Eric W's insider activity →

GIP ATLAS Holdings Ltd

Insider

4.6M

% of company

9.48%

Change vs last qtr

—

Held since

—

Thornburg Eric W

Insider

78.4K

% of company

0.16%

Change vs last qtr

—

Held since

—

18 more holders behind a free account

See every insider and 5%+ holder of H2O America.

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