Fund shareholders of H2O America
ISIN US7843051043 · United States
- Fund shareholders
- 258
- Of which ETFs
- 69 189 other funds
- Value held
- ≈ 867.9M $ 856.6M $ · 5.7M € · 43.2M SEK
- Share of capital
- 34.0 % of 41.9M shares on Jul 24, 2026
258 funds hold this company. This table lists the 257 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 2,369,880 | 144M $ | 0.13 % | 5.66 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,064,045 | 64.7M $ | 0.00 % | 2.54 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 918,315 | 55.8M $ | 0.07 % | 2.19 % | as of Jun 30, 2026 ↗ |
| Victory Sycamore Small Company Opportunity Fund Victory Portfolios | 575,000 | 34.9M $ | 0.74 % | 1.37 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 450,813 | 27.4M $ | 0.03 % | 1.08 % | as of Jun 30, 2026 ↗ |
| First Trust Water ETF First Trust Exchange-Traded Fund | 446,884 | 27.2M $ | 1.46 % | 1.07 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 387,225 | 23.7M $ | 0.07 % | 0.93 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 361,698 | 22M $ | 0.13 % | 0.86 % | as of Jun 30, 2026 ↗ |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 338,610 | 20.6M $ | 0.26 % | 0.81 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 333,900 | 20.3M $ | 0.14 % | 0.80 % | as of Jun 30, 2026 ↗ |
| Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II | 278,387 | 17.1M $ | 1.63 % | 0.67 % | as of Jul 31, 2026 ↗ |
| Invesco Water Resources ETF Invesco Exchange-Traded Fund Trust | 275,182 | 16.9M $ | 0.84 % | 0.66 % | as of Jul 31, 2026 ↗ |
| VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND | 255,884 | 14.8M $ | 0.14 % | 0.61 % | as of May 31, 2026 ↗ |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 222,451 | 13.6M $ | 0.01 % | 0.53 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 202,868 | 12.3M $ | 0.26 % | 0.48 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 189,967 | 11M $ | 0.03 % | 0.45 % | as of May 31, 2026 ↗ |
| Victory RS Partners Fund Victory Portfolios | 184,650 | 11.2M $ | 1.65 % | 0.44 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 178,539 | 10.3M $ | 0.05 % | 0.43 % | as of May 31, 2026 ↗ |
| Virtus Duff & Phelps Water Fund Virtus Strategy Trust | 175,942 | 10.7M $ | 2.12 % | 0.42 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 171,364 | 9.9M $ | 0.06 % | 0.41 % | as of May 31, 2026 ↗ |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 170,225 | 10.3M $ | 0.09 % | 0.41 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 162,672 | 10M $ | 0.05 % | 0.39 % | as of Jul 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 161,032 | 9.8M $ | 0.01 % | 0.38 % | as of Jun 30, 2026 ↗ |
| Victory Market Neutral Income Fund Victory Portfolios II | 159,796 | 9.7M $ | 0.30 % | 0.38 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 141,548 | 8.7M $ | 0.06 % | 0.34 % | as of Jul 31, 2026 ↗ |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 140,894 | 8.6M $ | 0.01 % | 0.34 % | as of Jul 31, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 129,223 | 7.5M $ | 0.13 % | 0.31 % | as of May 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 127,655 | 7.8M $ | 0.10 % | 0.30 % | as of Jul 31, 2026 ↗ |
| Calvert Global Water Fund Calvert Impact Fund, Inc. | 124,400 | 7.6M $ | 1.34 % | 0.30 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 107,301 | 6.2M $ | 0.95 % | 0.26 % | as of May 31, 2026 ↗ |
| VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 102,887 | 5.9M $ | 0.47 % | 0.25 % | as of May 31, 2026 ↗ |
| MOA SMALL CAP VALUE FUND MoA Funds Corp | 98,801 | 6M $ | 1.46 % | 0.24 % | as of Jun 30, 2026 ↗ |
| The Gabelli Utilities Fund Gabelli Utilities Fund | 94,655 | 5.8M $ | 0.33 % | 0.23 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 94,107 | 5.4M $ | 0.06 % | 0.22 % | as of May 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 86,042 | 5.3M $ | 0.07 % | 0.21 % | as of Jul 31, 2026 ↗ |
| HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 83,813 | 5.1M $ | 1.68 % | 0.20 % | as of Jul 31, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 81,997 | 4.7M $ | 0.25 % | 0.20 % | as of May 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 69,927 | 4M $ | 0.00 % | 0.17 % | as of May 31, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 66,313 | 4.1M $ | 0.11 % | 0.16 % | as of Jul 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 66,233 | 4M $ | 0.07 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust | 65,943 | 4M $ | 1.26 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Boston Trust Walden SMID Cap Fund Boston Trust Walden Funds | 62,080 | 3.8M $ | 1.22 % | 0.15 % | as of Jun 30, 2026 ↗ |
| JNL Small Cap Index Fund JNL Series Trust | 61,466 | 3.8M $ | 0.13 % | 0.15 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 58,803 | 3.6M $ | 0.00 % | 0.14 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST | 58,641 | 3.6M $ | 0.15 % | 0.14 % | as of Jul 31, 2026 ↗ |
| Nuance Mid Cap Value Fund Managed Portfolio Series | 57,793 | 3.5M $ | 1.20 % | 0.14 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 56,751 | 3.3M $ | 0.00 % | 0.14 % | as of May 31, 2026 ↗ |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 55,767 | 3.2M $ | 0.13 % | 0.13 % | as of May 31, 2026 ↗ |
| Lannebo Global Småbolag Lannebo Kapitalförvaltning AB | 51,187 | 28.7M SEK | 1.54 % | 0.12 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 49,494 | 3M $ | 0.14 % | 0.12 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Infrastructure ETF iShares Trust | 48,707 | 3M $ | 0.06 % | 0.12 % | as of Jun 30, 2026 ↗ |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 47,500 | 2.9M $ | 0.06 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 46,957 | 2.9M $ | 0.07 % | 0.11 % | as of Jul 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 46,900 | 2.9M $ | 0.31 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 44,484 | 2.7M $ | 0.10 % | 0.11 % | as of Jul 31, 2026 ↗ |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 43,064 | 2.6M $ | 0.19 % | 0.10 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 41,937 | 2.6M $ | 0.01 % | 0.10 % | as of Jul 31, 2026 ↗ |
| North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II | 39,000 | 2.3M $ | 2.31 % | 0.09 % | as of May 31, 2026 ↗ |
| Hartford Schroders US Small Cap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 38,555 | 2.4M $ | 1.38 % | 0.09 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 38,344 | 2.3M $ | 0.06 % | 0.09 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 38,156 | 2.3M $ | 0.01 % | 0.09 % | as of Jul 31, 2026 ↗ |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 37,409 | 2.3M $ | 0.31 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 34,851 | 2M $ | 0.86 % | 0.08 % | as of May 31, 2026 ↗ |
| NYLIM VP Wellington Small Cap Portfolio NYLIM VP FUNDS TRUST | 34,749 | 2.1M $ | 0.49 % | 0.08 % | as of Jun 30, 2026 ↗ |
| ALPS | CoreCommodity Natural Resources ETF FINANCIAL INVESTORS TRUST | 33,855 | 2.1M $ | 0.49 % | 0.08 % | as of Jul 31, 2026 ↗ |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 33,685 | 2M $ | 0.13 % | 0.08 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 31,550 | 1.9M $ | 0.00 % | 0.08 % | as of Jul 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 30,805 | 1.9M $ | 0.15 % | 0.07 % | as of Jul 31, 2026 ↗ |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 28,977 | 1.8M $ | 0.13 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 27,689 | 1.7M $ | 0.00 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 27,531 | 1.7M $ | 0.07 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II | 26,840 | 1.6M $ | 0.11 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Victory Small Cap Stock Fund Victory Portfolios III | 26,530 | 1.6M $ | 0.17 % | 0.06 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 26,373 | 1.5M $ | 0.12 % | 0.06 % | as of May 31, 2026 ↗ |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 26,265 | 1.6M $ | 0.13 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 26,128 | 1.6M $ | 0.04 % | 0.06 % | as of Jun 30, 2026 ↗ |
| NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | 25,832 | 1.6M $ | 0.52 % | 0.06 % | as of Jun 30, 2026 ↗ |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 25,826 | 1.6M $ | 0.13 % | 0.06 % | as of Jun 30, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 25,115 | 1.5M $ | 0.07 % | 0.06 % | as of Jun 30, 2026 ↗ |
| ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST | 24,849 | 1.4M $ | 1.13 % | 0.06 % | as of May 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 24,707 | 1.5M $ | 0.00 % | 0.06 % | as of Jul 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 23,788 | 1.4M $ | 0.07 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 23,200 | 1.3M $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 23,006 | 1.4M $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 22,560 | 1.3M $ | 0.05 % | 0.05 % | as of May 31, 2026 ↗ |
| WesMark Small Company Fund WesMark Funds | 22,400 | 1.4M $ | 0.73 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 21,891 | 1.3M $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 20,960 | 1.2M $ | 0.00 % | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 20,118 | 1.2M $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 18,514 | 1.1M $ | 0.13 % | 0.04 % | as of Jul 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 18,170 | 1.1M $ | 0.06 % | 0.04 % | as of Jun 30, 2026 ↗ |
| AMG River Road Dividend All Cap Value Fund AMG Funds IV | 18,123 | 1.1M $ | 1.64 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 17,934 | 1.1M $ | 0.07 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 17,100 | 988.9K $ | 0.08 % | 0.04 % | as of May 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 16,962 | 1M $ | 0.07 % | 0.04 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 16,099 | 978.3K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 15,858 | 917.1K $ | 0.05 % | 0.04 % | as of May 31, 2026 ↗ |
| Storebrand Global Plus Storebrand Asset Management AS | 15,607 | 8.7M SEK | 0.02 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 15,135 | 919.8K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 14,794 | 855.5K $ | 1.18 % | 0.04 % | as of May 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| BNP Paribas Funds Environmental Infrastructure Income BNP Paribas Asset Management Luxembourg | 0.09 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II | 2.31 % | as of May 31, 2026 ↗ |
| Virtus Duff & Phelps Water Fund Virtus Strategy Trust | 2.12 % | as of Jun 30, 2026 ↗ |
| Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II | 2.09 % | as of May 31, 2026 ↗ |
| MICROBANK SI IMPACTO RENTA VARIABLE, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. | 1.92 % | as of Dec 31, 2025 ↗ |
| KBI GLOBAL INVESTORS AQUARIUS FUND ADVISORS' INNER CIRCLE III | 1.69 % | as of Jul 31, 2026 ↗ |
| HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 1.68 % | as of Jul 31, 2026 ↗ |
| Victory RS Partners Fund Victory Portfolios | 1.65 % | as of Jun 30, 2026 ↗ |
| AMG River Road Dividend All Cap Value Fund AMG Funds IV | 1.64 % | as of Jul 31, 2026 ↗ |
| Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II | 1.63 % | as of Jul 31, 2026 ↗ |
| ProShares Russell U.S. Dividend Growers ETF ProShares Trust | 1.56 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 249 | -24 | 14,158,480 | +2.0 % |
| 2026Q2 | 273 | +11 | 13,874,304 | +7.6 % |
| 2026Q1 | 262 | +14 | 12,897,488 | +28.9 % |
| 2025Q4 | 248 | +3 | 10,004,781 | -5.9 % |
| 2025Q3 | 245 | -12 | 10,626,974 | -21.2 % |
| 2025Q2 | 257 | +21 | 13,491,311 | -1.4 % |
| 2025Q1 | 236 | -8 | 13,676,927 | +8.8 % |
| 2024Q4 | 244 | +5 | 12,569,142 | +2.0 % |
| 2024Q3 | 239 | -13 | 12,321,040 | -3.7 % |
| 2024Q2 | 252 | +5 | 12,800,124 | +4.2 % |
| 2024Q1 | 247 | -7 | 12,282,084 | -4.6 % |
| 2023Q4 | 254 | 12,874,148 |
Institutional managers
305 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 6,417,733 | 376.5M $ | as of Mar 31, 2026 |
| ATLAS Infrastructure Partners (UK) Ltd. | 4,532,084 | 265.9M $ | as of Mar 31, 2026 |
| ANTIPODES PARTNERS Ltd | 2,249,029 | 132M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,613,571 | 94.7M $ | as of Mar 31, 2026 |
| COHEN & STEERS, INC. | 1,607,964 | 94.3K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,431,151 | 84M $ | as of Mar 31, 2026 |
| Cerity Partners LLC | 1,309,679 | 76.8M $ | as of Mar 31, 2026 |
| SOROS FUND MANAGEMENT LLC | 1,228,747 | 72.1M $ | as of Mar 31, 2026 |
| Amundi | 1,156,952 | 67.9M $ | as of Mar 31, 2026 |
| Zimmer Partners, LP | 1,001,000 | 58.7M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 911,895 | 53.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 897,076 | 52.6M $ | as of Mar 31, 2026 |
| Yaupon Capital Management LP | 895,435 | 52.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 781,201 | 45.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 705,345 | 41.4M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 700,595 | 41.1M $ | as of Mar 31, 2026 |
| KBC Group NV | 593,161 | 34.8K $ | as of Mar 31, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 586,940 | 34.6M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 543,482 | 31.9M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 531,987 | 31.2M $ | as of Mar 31, 2026 |
| Resolution Capital Ltd | 482,460 | 28.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 482,170 | 28.3M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 416,111 | 24.4M $ | as of Mar 31, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 409,650 | 24M $ | as of Mar 31, 2026 |
| NUANCE INVESTMENTS, LLC | 391,646 | 23M $ | as of Mar 31, 2026 |
Declared shareholders of H2O America
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 15.80 % | 6,612,895 | as of Jun 30, 2026 · SCHEDULE 13G |
| ATLAS Infrastructure Partners (UK) Ltd. and 1 other | 11.17 % | 4,675,469 | as of Sep 21, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of H2O America". https://titelia.com/en/stocks/h2o-america-US7843051043