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 | |
|---|---|---|---|---|---|
| FlexShares STOXX Global Broad Infrastructure Index Fund FlexShares Trust | 14,736 | 903.8K $ | 0.03 % | 0.04 % | as of Jul 31, 2026 ↗ |
| ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 14,438 | 834.9K $ | 0.44 % | 0.03 % | as of May 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 14,412 | 883.9K $ | 0.03 % | 0.03 % | as of Jul 31, 2026 ↗ |
| KBI GLOBAL INVESTORS AQUARIUS FUND ADVISORS' INNER CIRCLE III | 14,227 | 872.5K $ | 1.69 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 14,078 | 814.1K $ | 0.01 % | 0.03 % | as of May 31, 2026 ↗ |
| MML VIP Wellington Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND | 13,757 | 836K $ | 0.53 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 13,592 | 786K $ | 0.06 % | 0.03 % | as of May 31, 2026 ↗ |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 13,115 | 797K $ | 0.13 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 13,104 | 796.3K $ | 0.13 % | 0.03 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 12,700 | 771.8K $ | 0.03 % | 0.03 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,828 | 725.4K $ | 0.01 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 11,701 | 717.6K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 11,683 | 710K $ | 0.07 % | 0.03 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 11,587 | 704.1K $ | 0.02 % | 0.03 % | as of Jun 30, 2026 ↗ |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 11,576 | 710K $ | 0.36 % | 0.03 % | as of Jul 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 11,143 | 677.2K $ | 0.46 % | 0.03 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 11,073 | 672.9K $ | 0.06 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 10,143 | 616.4K $ | 0.07 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 9,965 | 5.6M SEK | 0.02 % | 0.02 % | as of Mar 31, 2026 ↗ |
| NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust | 9,930 | 603.4K $ | 0.43 % | 0.02 % | as of Jun 30, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 9,922 | 608.5K $ | 0.09 % | 0.02 % | as of Jul 31, 2026 ↗ |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 9,852 | 598.7K $ | 0.13 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 9,800 | 595.5K $ | 0.09 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 9,333 | 567.2K $ | 0.30 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds | 8,700 | 528.7K $ | 0.30 % | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 8,043 | 493.3K $ | 0.07 % | 0.02 % | as of Jul 31, 2026 ↗ |
| The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | 8,000 | 486.2K $ | 0.03 % | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 7,702 | 468.1K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 7,577 | 464.7K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| First Trust Indxx Global Natural Resources Income ETF First Trust Exchange-Traded Fund II | 7,571 | 460.1K $ | 0.38 % | 0.02 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 7,531 | 457.7K $ | 0.06 % | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 7,419 | 429K $ | 0.00 % | 0.02 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 7,316 | 444.6K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 6,958 | 422.8K $ | 0.06 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II | 6,449 | 372.9K $ | 2.09 % | 0.02 % | as of May 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 6,384 | 391.5K $ | 0.03 % | 0.02 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 6,180 | 377.2K $ | 0.04 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 5,930 | 363.7K $ | 0.09 % | 0.01 % | as of Jul 31, 2026 ↗ |
| North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 5,800 | 335.4K $ | 0.98 % | 0.01 % | as of May 31, 2026 ↗ |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 5,600 | 340.3K $ | 0.11 % | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 5,513 | 335K $ | 0.07 % | 0.01 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 5,491 | 333.7K $ | 0.07 % | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,342 | 324.6K $ | 0.07 % | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,960 | 301.4K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 4,894 | 283K $ | 0.12 % | 0.01 % | as of May 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,764 | 275.5K $ | 0.02 % | 0.01 % | as of May 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 4,760 | 289.3K $ | 0.07 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Global X Clean Water ETF GLOBAL X FUNDS | 4,696 | 271.6K $ | 1.14 % | 0.01 % | as of May 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 4,638 | 281.9K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 4,511 | 276.7K $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 4,504 | 273.7K $ | 0.13 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 4,172 | 255.9K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 4,058 | 246.6K $ | 0.06 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 4,027 | 247K $ | 0.07 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 3,831 | 232.8K $ | 0.14 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 3,495 | 212.4K $ | 0.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| MOA ALL AMERICA FUND MoA Funds Corp | 3,474 | 211.1K $ | 0.07 % | 0.01 % | as of Jun 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 3,216 | 195.4K $ | 0.06 % | 0.01 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 3,191 | 193.9K $ | 0.14 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Tortoise Global Water ETF Tortoise Capital Series Trust | 3,150 | 182.2K $ | 0.34 % | 0.01 % | as of May 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 3,078 | 188.8K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 3,025 | 183.8K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,990 | 183.4K $ | 0.07 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,989 | 181.6K $ | 0.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| ProShares DJ Brookfield Global Infrastructure ETF ProShares Trust | 2,985 | 172.6K $ | 0.10 % | 0.01 % | as of May 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,951 | 170.7K $ | 0.02 % | 0.01 % | as of May 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,830 | 172K $ | 0.07 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,793 | 161.5K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,745 | 166.8K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| MFG Core Infrastructure Fund MFG Funds, Inc. | 2,715 | 165K $ | 0.11 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Gabelli Love Our Planet & People ETF Gabelli ETFs Trust | 2,624 | 159.5K $ | 0.98 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 2,406 | 147.6K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,282 | 138.7K $ | 0.06 % | 0.01 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,275 | 138.3K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 2,247 | 136.6K $ | 0.27 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Utilities Fund Rydex Series Funds | 2,244 | 136.4K $ | 0.59 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,051 | 125.8K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 2,002 | 122.8K $ | 0.07 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 1,954 | 113K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 1,900 | 115.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 1,860 | 114.1K $ | 0.32 % | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,848 | 113.3K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 1,818 | 110.5K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,775 | 107.9K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,659 | 101.7K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 1,639 | 99.6K $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,569 | 90.7K $ | 0.05 % | 0.00 % | as of May 31, 2026 ↗ |
| Timothy Plan Defensive Strategies Fund TIMOTHY PLAN | 1,525 | 92.7K $ | 0.09 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,507 | 92.4K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,499 | 91.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 1,328 | 81.4K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,240 | 75.4K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,240 | 71.7K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,228 | 71K $ | 0.03 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell U.S. Dividend Growers ETF ProShares Trust | 1,194 | 69K $ | 1.56 % | 0.00 % | as of May 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,193 | 72.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 1,190 | 73K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 1,162 | 67.2K $ | 0.14 % | 0.00 % | as of May 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,157 | 70.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,136 | 69.7K $ | 0.00 % | 0.00 % | as of Jul 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