H2o America (HTO) 13F Ownership Report (Q2 2026)

HTO ranks #2006 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

HTO is a top-conviction position for ATLAS Infrastructure Partners — at 8.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in HTO belongs to BlackRock, Inc., but the position matters far more to ATLAS Infrastructure Partners, who has 8.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Farther Finance Advisors, LLC has added to its HTO position for two straight quarters, increasing it by $360.8K to reach $409.4K today.

Ausbil Investment Management Ltd has trimmed its HTO position for two straight quarters, cutting it by $3.8M while still holding $10.5M.

HTO is up 0.3% today, and institutions have been net buyers of $122.5M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

HTO posted net income of $105.0M over the trailing twelve months, and currently trades at a P/E of 19.6.

• Profitable — net income of $105.0M over the trailing twelve months
• Revenue grew 9.2% year over year
• Net income improved year over year, from $98.8M to $105.0M
• Generated $244.8M in positive operating cash flow
• Current ratio of 0.70x — below the conventional 1.5x liquidity buffer
• Liabilities run x equity — a highly leveraged balance sheet worth noting