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H2O AMERICA — reported holders

69 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
69
Combined reported value
$243.7M
Top 5 concentration
81.7%
Median position
$227.8K
Largest position
$106.9M
Quarters represented
3
managers file on different schedules
Most recent quarter
2026Q3
Managers reporting shares
69
ManagerQuarterValueSharesFiledRecorded (UTC)
ANTIPODES PARTNERS Ltd2026Q2$106.9M1,759,6022026-08-062026-08-07 03:50:18.404 UTC
Amundi2026Q2$40.3M663,5722026-08-112026-08-12 03:50:21.307 UTC
Copeland Capital Management, LLC2026Q2$30.7M504,3682026-08-122026-08-13 03:50:56.154 UTC
DUFF & PHELPS INVESTMENT MANAGEMENT CO2026Q2$10.7M175,9422026-08-032026-08-06 03:56:45.896 UTC
Ausbil Investment Management Ltd2026Q3$10.5M169,9442026-10-082026-10-09 03:50:37.893 UTC
Assenagon Asset Management S.A.2026Q3$8.4M136,8112026-10-152026-10-16 03:50:19.295 UTC
BlackRock, Inc.2026Q2$7.3M119,4992026-08-072026-08-08 03:51:54.443 UTC
Boston Trust Walden Corp2026Q2$3.7M60,9702026-07-242026-07-26 16:40:56.795 UTC
E. Ohman J:or Asset Management AB2026Q3$3.4M55,2082026-10-222026-10-23 03:51:13.914 UTC
Clean Yield Group2026Q2$2.8M46,1552026-08-052026-08-06 03:52:01.087 UTC
ALLIANCEBERNSTEIN L.P.2026Q2$2.5M41,8012026-08-142026-08-15 03:50:22.417 UTC
COMMONWEALTH EQUITY SERVICES, LLC2026Q2$1.7M27,6732026-07-292026-08-06 04:01:44.099 UTC
CHATHAM CAPITAL GROUP, INC.2026Q3$1.5M24,8822026-10-162026-10-17 03:50:21.674 UTC
Everstar Asset Management, LLC2026Q2$1.2M20,0612026-08-032026-08-06 03:57:44.780 UTC
CITIGROUP INC2026Q2$1.1M17,4652026-08-032026-08-06 03:54:52.286 UTC
ENVESTNET ASSET MANAGEMENT INC2026Q2$1M16,6462026-08-032026-08-06 03:56:57.726 UTC
MANUFACTURERS LIFE INSURANCE COMPANY, THE2026Q2$973.5K16,0202026-09-092026-09-10 03:50:13.229 UTC
Abel Hall, LLC2026Q3$756.5K12,2752026-10-192026-10-20 03:50:04.768 UTC
MERCER GLOBAL ADVISORS INC /ADV2026Q2$735.7K12,1062026-08-192026-08-20 03:50:18.193 UTC
Abacus Wealth Partners, LLC2026Q2$709.9K11,6822026-07-222026-07-26 16:41:47.266 UTC
CITADEL ADVISORS LLC2026Q2$692.8K11,4002026-09-022026-09-07 03:51:12.957 UTC
ARIZONA STATE RETIREMENT SYSTEM2026Q2$649K10,6792026-08-072026-08-08 03:50:54.952 UTC
Farther Finance Advisors, LLC2026Q3$409.4K6,6432026-10-082026-10-09 03:51:03.381 UTC
Envestnet Portfolio Solutions, Inc.2026Q2$404.1K6,6502026-07-202026-08-06 04:06:50.342 UTC
ANCHYRA PARTNERS LLC2026Q3$388.2K6,2992026-10-132026-10-14 03:50:18.070 UTC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2026Q2$385.1K6,3372026-08-132026-08-14 03:50:17.614 UTC
Advisor OS, LLC2026Q2$340.9K5,6092026-08-052026-08-06 03:50:22.415 UTC
AXXCESS WEALTH MANAGEMENT, LLC2026Q3$319.1K5,1772026-10-212026-10-22 03:50:56.483 UTC
Axxion S.A.2026Q3$311.2K5,0502026-10-222026-10-23 03:50:20.187 UTC
Able Wealth Management LLC2026Q3$304.9K5,2172026-10-132026-10-14 03:50:24.713 UTC
ELCO Management Co., LLC2026Q3$275.9K4,4762026-10-142026-10-15 03:50:25.820 UTC
BANK OF MONTREAL /CAN/2026Q2$246.7K4,0592026-08-122026-08-13 03:50:23.330 UTC
Nykredit A/S2026Q2$242.7K3,9932026-09-082026-09-09 03:50:04.122 UTC
Ridgewood Investments LLC2026Q3$227.8K3,6972026-10-052026-10-06 03:50:51.027 UTC
CIBC Asset Management Inc2026Q2$227.8K3,7492026-08-032026-08-06 03:54:45.738 UTC
BRIGHTON JONES LLC2026Q2$218.4K3,5942026-08-112026-08-12 03:50:51.010 UTC
GAMMA Investing LLC2026Q3$211.5K3,4322026-10-082026-10-09 03:51:30.802 UTC
CERTIOR FINANCIAL GROUP, LLC2026Q3$205.4K3,3332026-10-192026-10-20 03:50:17.987 UTC
Ameritas Investment Partners, Inc.2026Q2$195.4K3,2162026-08-132026-08-14 03:50:38.354 UTC
Ensign Peak Advisors, Inc2026Q1$173.5K2,9582026-08-182026-08-19 03:50:28.709 UTC
Bank of New York Mellon Corp2026Q2$62.7K1,0322026-08-062026-08-07 03:50:55.512 UTC
Versant Capital Management, Inc2026Q3$60.4K9802026-10-022026-10-03 03:50:15.741 UTC
Caitong International Asset Management Co., Ltd2026Q2$52.4K8632026-08-052026-08-06 03:51:05.103 UTC
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026Q2$44.9K2,726,6282026-08-242026-08-25 03:50:04.044 UTC
Bayforest Capital Ltd2026Q2$42K6912026-08-052026-08-06 03:50:58.261 UTC
Allworth Financial LP2026Q2$41.5K6832026-08-112026-08-12 03:50:09.646 UTC
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026Q2$36.6K6022026-08-172026-08-18 03:50:48.475 UTC
AMERIPRISE FINANCIAL INC2026Q2$34.4K5662026-08-142026-08-15 03:50:33.900 UTC
AdvisorNet Financial, Inc2026Q2$17.3K2852026-07-232026-07-26 16:41:14.322 UTC
Daiwa Securities Group Inc.2026Q2$9.1K1492026-07-312026-08-06 04:00:08.748 UTC
MassMutual Private Wealth & Trust, FSB2026Q3$7.3K1192026-10-052026-10-06 03:50:28.044 UTC
Clark Wealth Partners2026Q3$7.2K1172026-10-192026-10-20 03:50:27.925 UTC
Anchor Investment Management, LLC2026Q2$3.3K542026-09-152026-09-18 03:50:20.159 UTC
Parkside Financial Bank & Trust2026Q2$2.9K472026-09-042026-09-07 03:50:05.287 UTC
GK Wealth Management LLC2026Q3$2.8K452026-10-092026-10-10 03:50:49.238 UTC
Sankala Group LLC2026Q2$1.7K272026-08-182026-08-19 03:50:16.553 UTC
FARMERS & MERCHANTS INVESTMENTS INC2026Q2$1.2K202026-07-202026-08-06 04:06:57.879 UTC
Handelsbanken Fonder AB2026Q2$77612,7652026-07-102026-08-06 04:12:36.306 UTC
Ankerstar Wealth, LLC2026Q2$729122026-08-132026-08-14 03:50:46.159 UTC
Fulcrum Asset Management LLP2026Q2$610102026-08-182026-08-19 03:50:05.107 UTC
AMALGAMATED BANK2026Q3$5809,4142026-10-232026-10-24 03:50:13.633 UTC
AMERICAN CENTURY COMPANIES INC2026Q2$54792026-08-142026-08-15 03:50:59.893 UTC
Breakwater Investment Management2026Q3$43272026-10-202026-10-21 03:50:25.472 UTC
DiNuzzo Private Wealth, Inc.2026Q2$36562026-07-102026-07-26 16:44:38.666 UTC
Creative Capital Management Investments LLC2026Q2$36562026-07-242026-08-06 04:05:46.800 UTC
GILPIN WEALTH MANAGEMENT, LLC2026Q3$30952026-10-092026-10-10 03:50:45.307 UTC
ASSETMARK, INC2026Q3$18532026-10-212026-10-22 03:50:21.145 UTC
Abound Wealth Management2026Q2$12222026-07-102026-07-26 16:44:27.544 UTC
BESSEMER GROUP INC2026Q2$101632026-08-122026-08-13 03:50:57.224 UTC

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

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