Companies / H2O AMERICA / Institutional holders

H2O America

Institutional holders · 13F as of Jun 30, 2026

Holder	Value	Shares	% of shares
BlackRock, Inc.	$431.86M	7,106,413	16.98%
VANGUARD GROUP INC	$133.83M	2,731,868	6.53%
STATE STREET CORPORATION	$94.48M	1,554,683	3.71%
SOROS FUND MANAGEMENT LLC	$72.09M	1,228,747	2.94%
Victory Capital Management, Inc.	$71.02M	1,168,734	2.79%
Cerity Partners LLC	$70.83M	1,445,802	3.45%
AMUNDI	$67.88M	1,156,952	2.76%
Morgan Stanley	$67.03M	1,368,180	3.27%
GEODE CAPITAL MANAGEMENT, LLC	$52.64M	897,076	2.14%
SCHRODER INVESTMENT MANAGEMENT GROUP	$34.61M	586,940	1.40%
Dimensional Fund Advisors LP	$32.28M	658,935	1.57%
Invesco Ltd.	$31.67M	646,559	1.54%
FIRST TRUST ADVISORS LP	$31.21M	531,987	1.27%
ATLAS Infrastructure Partners (UK) Ltd.	$28.61M	584,080	1.40%
Legal & General Group Plc	$27.88M	568,822	1.36%
THE GOLDMAN SACHS GROUP, INC.	$23.64M	482,535	1.15%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$21.25M	433,757	1.04%
Millennium Management LLC	$20.17M	343,789	0.82%
ANTIPODES PARTNERS Ltd	$18.81M	383,905	0.92%
NORTHERN TRUST CORP	$16.80M	342,958	0.82%
TWO SIGMA INVESTMENTS, LP	$14.69M	250,332	0.60%
Assenagon Asset Management S.A.	$13.56M	276,841	0.66%
Resolution Capital Ltd	$11.49M	234,455	0.56%
Bank of New York Mellon Corp/The	$11.16M	190,189	0.45%
Hotchkis and Wiley Capital Management, LLC	$10.73M	182,853	0.44%
Principal Financial Group Inc	$10.64M	181,412	0.43%
AQR Capital Management, LLC	$10.07M	171,652	0.41%
Nuance Investments LLC	$9.39M	154,446	0.37%
Renaissance Technologies LLC	$9.26M	157,900	0.38%
CIBC Private Wealth Group LLC	$9.00M	183,639	0.44%
Nuveen, LLC	$8.95M	182,787	0.44%
GABELLI FUNDS LLC	$8.78M	149,647	0.36%
PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.84M	133,676	0.32%
ProShare Advisors LLC	$6.80M	115,855	0.28%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$6.71M	136,876	0.33%
RHUMBLINE ADVISERS	$6.49M	110,646	0.26%
BANK OF AMERICA CORP /DE	$5.67M	115,719	0.28%
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$5.53M	112,841	0.27%
UBS Group AG	$5.51M	112,387	0.27%
AMERIPRISE FINANCIAL INC	$4.96M	101,216	0.24%
Yaupon Capital Management LP	$4.89M	99,884	0.24%
WELLS FARGO & COMPANY/MN	$4.75M	96,903	0.23%
Prospera Financial Services Inc	$4.31M	87,876	0.21%
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	$4.24M	72,314	0.17%
FIRST MANHATTAN CO. LLC.	$4.20M	85,761	0.20%
Brandywine Global Investment Management, LLC	$4.01M	81,927	0.20%
BW Gestao de Investimentos Ltda.	$3.98M	81,202	0.19%
VOLORIDGE INVESTMENT MANAGEMENT, LLC	$3.76M	76,822	0.18%
SEI INVESTMENTS CO	$3.61M	73,597	0.18%
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$3.53M	60,104	0.14%