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H2O AMERICA — reported holders

58 institutional managers with a reported position

This is history, not a current position. Each row is what a manager reported for the quarter shown, published up to 45 days after that quarter ended.

Aggregates

computed from the rows below
Managers reporting
58
Combined reported value
$198.8M
Top 5 concentration
85.8%
Median position
$203.2K
Largest position
$106.9M
Quarters represented
2
managers file on different schedules
Most recent quarter
2026Q2
Managers reporting shares
58
ManagerQuarterValueSharesFiled
ANTIPODES PARTNERS Ltd2026Q2$106.9M1,759,6022026-08-06
Copeland Capital Management, LLC2026Q2$30.7M504,3682026-08-12
Ausbil Investment Management Ltd2026Q2$12.3M203,0282026-07-10
Assenagon Asset Management S.A.2026Q2$10.9M179,9102026-07-08
Amundi2026Q2$9.7M159,6432026-08-11
E. Ohman J:or Asset Management AB2026Q2$3.4M55,2082026-07-10
Clean Yield Group2026Q2$2.8M46,1552026-08-05
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026Q2$2.7M44,8682026-08-24
ALLIANCEBERNSTEIN L.P.2026Q2$2.5M41,8012026-08-14
BlackRock, Inc.2026Q2$1.9M31,5352026-08-07
COMMONWEALTH EQUITY SERVICES, LLC2026Q2$1.7M27,6732026-07-29
CHATHAM CAPITAL GROUP, INC.2026Q2$1.5M24,8822026-07-13
Everstar Asset Management, LLC2026Q2$1.2M20,0612026-08-03
ENVESTNET ASSET MANAGEMENT INC2026Q2$1M16,6462026-08-03
MANUFACTURERS LIFE INSURANCE COMPANY, THE2026Q2$973.5K16,0202026-09-09
ASSETMARK, INC2026Q2$878.7K14,4592026-07-28
BANK OF MONTREAL /CAN/2026Q2$858.6K14,1292026-08-12
Boston Trust Walden Corp2026Q2$766.4K12,6122026-07-24
Abel Hall, LLC2026Q2$739K12,1612026-07-24
MERCER GLOBAL ADVISORS INC /ADV2026Q2$735.7K12,1062026-08-19
Abacus Wealth Partners, LLC2026Q2$709.9K11,6822026-07-22
CITADEL ADVISORS LLC2026Q2$692.8K11,4002026-09-02
ARIZONA STATE RETIREMENT SYSTEM2026Q2$649K10,6792026-08-07
Envestnet Portfolio Solutions, Inc.2026Q2$404.1K6,6502026-07-20
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2026Q2$385.1K6,3372026-08-13
Nykredit A/S2026Q2$242.7K3,9932026-09-08
CIBC Asset Management Inc2026Q2$227.8K3,7492026-08-03
BRIGHTON JONES LLC2026Q2$218.4K3,5942026-08-11
CERTIOR FINANCIAL GROUP, LLC2026Q2$203.2K3,3432026-07-20
Ameritas Investment Partners, Inc.2026Q2$195.4K3,2162026-08-13
Ensign Peak Advisors, Inc2026Q1$173.5K2,9582026-08-18
CITIGROUP INC2026Q2$77.4K1,2742026-08-03
Farther Finance Advisors, LLC2026Q2$61K1,0042026-07-17
Versant Capital Management, Inc2026Q2$59.6K9802026-07-02
Caitong International Asset Management Co., Ltd2026Q2$52.4K8632026-08-05
Bayforest Capital Ltd2026Q2$42K6912026-08-05
Allworth Financial LP2026Q2$41.5K6832026-08-11
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026Q2$36.6K6022026-08-17
AMERIPRISE FINANCIAL INC2026Q2$34.4K5662026-08-14
Advisor OS, LLC2026Q2$29.2K4802026-08-05
AdvisorNet Financial, Inc2026Q2$17.3K2852026-07-23
Daiwa Securities Group Inc.2026Q2$9.1K1492026-07-31
MassMutual Private Wealth & Trust, FSB2026Q2$7.8K1292026-07-02
Bank of New York Mellon Corp2026Q2$5.8K962026-08-06
Anchor Investment Management, LLC2026Q2$3.3K542026-09-15
Parkside Financial Bank & Trust2026Q2$2.9K472026-09-04
DUFF & PHELPS INVESTMENT MANAGEMENT CO2026Q2$1.8K302026-08-03
Sankala Group LLC2026Q2$1.7K272026-08-18
FARMERS & MERCHANTS INVESTMENTS INC2026Q2$1.2K202026-07-20
Handelsbanken Fonder AB2026Q2$77612,7652026-07-10
Ankerstar Wealth, LLC2026Q2$729122026-08-13
AMALGAMATED BANK2026Q2$63610,4592026-07-23
Fulcrum Asset Management LLP2026Q2$610102026-08-18
AMERICAN CENTURY COMPANIES INC2026Q2$54792026-08-14
DiNuzzo Private Wealth, Inc.2026Q2$36562026-07-10
Creative Capital Management Investments LLC2026Q2$36562026-07-24
Abound Wealth Management2026Q2$12222026-07-10
BESSEMER GROUP INC2026Q2$101632026-08-12

Source: U.S. Securities and Exchange Commission, Form 13F