Estimated market cap $2.93BShares outstanding from the company’s latest SEC filing (all share classes, each priced at its own close; ADRs converted to ADS) × last close from Tiingo. Updated daily. This figure: shares as of Oct 21, 2026, last close Nov 13, 2026.48.32M shares, shares as of Oct 21, 2026CIK 766829The SEC’s Central Index Key, the number it uses to identify every company and person that files.
Insider trades, 12 mo
4 buys · 1 sell
$82.5K sold, open market
Congress trades, 24 mo
—
No disclosed trades
13F holders
…
Lobbying, 12 mo
—
No lobbying filings
Federal contracts, 12 mo
—
None matched
Ask your AI:
Latest 10-Q
What changed in H2O America's latest quarterly report, compared with the one before.
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Insider trades
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
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13F holders
Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
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Top 10 holders.Premium lists every holder, with CSV downloads.
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
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Lobbying
What H2O America and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
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Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
13F holders, Q3 2026Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
233
61.9% of shares · 78 added
Latest 10-Q
Q3 2026
What changed in H2O America's latest quarterly report, compared with the one before.
Filed Oct 26, 2026 · Quarter ended Sep 30, 2026
Summary text goes here once it has loaded. Summary text goes here once it has loaded.
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AI summary of changes vs the prior report. Written by AI from the paragraphs that changed, and checked against them. This is information, not investment advice.
Compared with the 10-Q for the quarter ended Jun 30, 2026. Sections compared: management's discussion, risk factors, legal proceedings and controls and procedures.
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
No open-market insider trades reported since Jul 7, 2026. Insiders have two business days to file.
Recent insider trades
How the stock has done since the trade date, measured against the S&P 500 over the same days. It describes the stock, not the trader's actual gain or loss.
233 funds report HTO. Values checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
Funds report more than 100% of shares (Q2 2026)Fund managers with more than $100 million in US-listed stocks file a 13F each quarter. It lists their long stock positions only (shorts, options and bonds are left out) and can arrive up to 45 days after the quarter ends, so this is a snapshot of the quarter end. We add up the shares every fund reports in this class and divide by the shares outstanding. The total can pass 100%: the same shares are often reported by more than one manager (an adviser and the fund it runs), lent shares can be reported twice, and the share count can be out of date after buybacks. We divided 44.25M reported shares by 41.86M shares, from the company’s SEC filing as of Jul 24, 2026.
315 funds hold the stock.
Q3 2026: 62% · 5,560 of ~8,900 funds reported so farFunds have 45 days after a quarter ends to file. This quarter’s reports are still arriving, so the figure only counts the funds that have filed so far and will usually rise.
Q2 202579%
Q3 202581%
Q4 202584%
Q1 2026>100%
Q2 2026>100%
Q3 2026 (so far)62%
Q3 2026. 43 new, 78 added to, 81 trimmed, 126 exited since Q2 2026.
Download CSVEvery fund that holds HTO, not only these ten. A download holds at most 10,000 rows; narrow the filters to get a smaller slice.
Trades by members of Congress
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
No recent congressional trades for this company.
Lobbying
What H2O America and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
No recent lobbying filings for this company.
Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
Funds holding the stock
Shares they report
Funds holding the stock by quarter
Q2 2013
83
—
10.64M
$287.3M
Q3 2013
85
+2
10.89M
$305.1M
Q4 2013
87
+2
10.77M
$320.8M
Q1 2014
89
+2
10.90M
$322.7M
Q2 2014
100
+11
11.09M
$301.3M
Q3 2014
98
-2
10.88M
$292.4M
Q4 2014
114
+16
11.09M
$356.5M
Q1 2015
122
+8
11.03M
$341.0M
Q2 2015
115
-7
11.00M
$337.6M
Q3 2015
118
+3
9.27M
$284.9M
Q4 2015
113
-5
9.11M
$270.3M
Q1 2016
140
+27
9.19M
$334.3M
Q2 2016
134
-6
9.25M
$364.1M
Q3 2016
128
-6
9.45M
$412.7M
Q4 2016
148
+20
9.36M
$523.6M
Q1 2017
147
-1
9.57M
$461.6M
Q2 2017
141
-6
9.40M
$462.4M
Q3 2017
147
+6
11.32M
$640.8M
Q4 2017
156
+9
11.47M
$765.3M
Q1 2018
156
0
11.73M
$618.1M
Q2 2018
146
-10
12.28M
$812.8M
Q3 2018
143
-3
11.81M
$722.4M
Q4 2018
176
+33
19.06M
$1.1B
Q1 2019
169
-7
19.75M
$1.2B
Q2 2019
163
-6
19.58M
$1.3B
Q3 2019
176
+13
19.37M
$1.3B
Q4 2019
169
-7
20.20M
$1.4B
Q1 2020
163
-6
19.58M
$1.1B
Q2 2020
160
-3
20.41M
$1.3B
Q3 2020
159
-1
20.27M
$1.2B
Q4 2020
162
+3
20.51M
$1.6B
Q1 2021
159
-3
21.48M
$1.4B
Q2 2021
147
-12
21.59M
$1.4B
Q3 2021
157
+10
22.26M
$1.5B
Q4 2021
183
+26
21.70M
$1.6B
Q1 2022
186
+3
21.58M
$1.5B
Q2 2022
184
-2
21.97M
$1.4B
Q3 2022
183
-1
22.10M
$1.3B
Q4 2022
218
+35
25.33M
$2.1B
Q1 2023
216
-2
25.78M
$2.0B
Q2 2023
222
+6
25.23M
$1.8B
Q3 2023
224
+2
24.54M
$1.5B
Q4 2023
229
+5
25.09M
$1.6B
Q1 2024
228
-1
25.93M
$1.5B
Q2 2024
229
+1
24.97M
$1.4B
Q3 2024
252
+23
25.69M
$1.5B
Q4 2024
240
-12
26.27M
$1.3B
Q1 2025
254
+14
27.25M
$1.5B
Q2 2025
264
+10
27.95M
$1.5B
Q3 2025
281
+17
29.14M
$1.4B
Q4 2025
282
+1
30.14M
$1.5B
Q1 2026
315
+33
44.74M
$2.6B
Q2 2026
315
0
44.25M
$2.7B
Q3 2026
233
-82
29.92M
$1.8B
Each point is a quarter-end, from Q2 2013 to Q3 2026. A fund's 13F lists its long positions in US-listed securities as of the last day of the quarter and arrives up to 45 days later, so each point shows holdings at quarter-end, not on the day they were reported.
Common shares only; options and bonds are left out. When a fund amends a report, the amended version is the one counted.
The history follows the company's current CUSIP number (784305104). If the company's shares were ever re-issued under a different CUSIP, the quarters before the change are not part of this series, so the first point (Q2 2013) can be later than the stock's first appearance in 13F reports.
Share counts are adjusted for stock splits; none took place between these quarters. Values are in dollars as reported at the time and are not adjusted.
A quarter appears once our daily update has built its summary. If a summary cannot be built, older reports are kept and the chart shows the quarters it has until the next update repairs it.