HTO Insider Trading

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Insider Trading History
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Insider Ownership Percentage: 0.38%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $0.00

H2O America Insider Trading History Chart

H2O America Share Price & Price History

^$47.52

▼ -0.48 (-1.00%)

As of 12/4/2025 05:00 PM ET

Days: 30 | 90 | 365

H2O America Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
5/7/2024	Craig J Patla	Insider	Sell	1,400	$55.62	$77,868.00	3,300
5/3/2023	Carl Guardino	Director	Sell	777	$76.03	$59,075.31	3,184
3/27/2023	Craig J Patla	Insider	Sell	725	$76.09	$55,165.25	7,038
11/23/2022	Andrew Gere	COO	Sell	830	$74.72	$62,017.60	23,627
3/2/2022	Andrew Gere	COO	Buy	36	$65.34	$2,352.24	430

SEC Filings (Institutional Ownership Changes) for H2O America (NASDAQ:HTO)

84.29% of H2O America stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

H2O America Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/2/2025	Allworth Financial LP	3,215	$0.16M	0.0%	N/A	0.009%
12/2/2025	Swiss Life Asset Management Ltd	52,449	$2.55M	0.0%	+1.2%	0.146%
11/24/2025	CIBC Private Wealth Group LLC	183,631	$8.94M	0.0%	N/A	0.513%
11/21/2025	CIBC Bancorp USA Inc.	187,026	$9.11M	0.0%	N/A	0.522%
11/17/2025	Jacobs Levy Equity Management Inc.	22,207	$1.08M	0.0%	N/A	0.062%
11/17/2025	CANADA LIFE ASSURANCE Co	57,597	$2.76M	0.0%	N/A	0.161%
11/17/2025	Zimmer Partners LP	124,316	$6.05M	0.1%	N/A	0.347%
11/17/2025	Voleon Capital Management LP	63,061	$3.07M	0.1%	N/A	0.176%
11/17/2025	Verition Fund Management LLC	15,485	$0.75M	0.0%	N/A	0.043%
11/17/2025	Susquehanna International Group LLP	9,799	$0.48M	0.0%	N/A	0.027%
11/17/2025	Public Employees Retirement System of Ohio	5,250	$0.26M	0.0%	N/A	0.015%
11/17/2025	Mariner LLC	45,994	$2.24M	0.0%	N/A	0.128%
11/17/2025	Mercer Global Advisors Inc. ADV	4,174	$0.20M	0.0%	N/A	0.012%
11/17/2025	Millennium Management LLC	134,098	$6.53M	0.0%	N/A	0.375%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	22,449	$1.09M	0.0%	N/A	0.063%
11/17/2025	Lido Advisors LLC	8,115	$0.40M	0.0%	N/A	0.023%
11/17/2025	Hughes Financial Services LLC	850	$40K	0.0%	N/A	0.002%
11/17/2025	Brevan Howard Capital Management LP	12,144	$0.59M	0.0%	N/A	0.034%
11/17/2025	Capula Management Ltd	41,136	$2M	0.0%	N/A	0.115%
11/17/2025	Bank of America Corp DE	109,748	$5.35M	0.0%	N/A	0.307%
11/17/2025	Aquatic Capital Management LLC	17,558	$0.86M	0.0%	N/A	0.049%
11/17/2025	Algert Global LLC	19,691	$0.96M	0.0%	N/A	0.055%
11/17/2025	Alliancebernstein L.P.	34,097	$1.66M	0.0%	N/A	0.095%
11/17/2025	Ameriprise Financial Inc.	108,139	$5.27M	0.0%	N/A	0.302%
11/14/2025	Creative Planning	5,217	$0.25M	0.0%	N/A	0.015%
11/14/2025	Schonfeld Strategic Advisors LLC	40,569	$1.98M	0.0%	N/A	0.113%
11/14/2025	Raymond James Financial Inc.	39,785	$1.94M	0.0%	N/A	0.111%
11/14/2025	Amundi	2,184,942	$105.97M	0.0%	N/A	6.102%
11/14/2025	Freestone Grove Partners LP	4,371	$0.21M	0.0%	N/A	0.012%
11/14/2025	Man Group plc	24,746	$1.21M	0.0%	N/A	0.069%
11/14/2025	Hotchkis & Wiley Capital Management LLC	253,233	$12.33M	0.0%	N/A	0.707%
11/14/2025	California State Teachers Retirement System	30,965	$1.51M	0.0%	N/A	0.086%
11/14/2025	Zurcher Kantonalbank Zurich Cantonalbank	6,268	$0.31M	0.0%	N/A	0.018%
11/14/2025	UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC	130,886	$6.37M	0.0%	N/A	0.366%
11/14/2025	Two Sigma Investments LP	145,378	$7.08M	0.0%	N/A	0.406%
11/14/2025	Thematics Asset Management	132,246	$6.44M	0.3%	N/A	0.369%
11/14/2025	Squarepoint Ops LLC	57,604	$2.81M	0.0%	N/A	0.161%
11/14/2025	iSAM Funds UK Ltd	6,936	$0.34M	0.1%	N/A	0.019%
11/14/2025	Comerica Bank	10,638	$0.52M	0.0%	N/A	0.030%
11/13/2025	Marshall Wace LLP	165,543	$8.06M	0.0%	N/A	0.462%
11/13/2025	Entropy Technologies LP	10,200	$0.50M	0.0%	N/A	0.028%
11/13/2025	Invesco Ltd.	569,881	$27.75M	0.0%	N/A	1.592%
11/13/2025	Sei Investments Co.	27,704	$1.35M	0.0%	N/A	0.077%
11/13/2025	UBS Group AG	126,726	$6.17M	0.0%	N/A	0.354%
11/13/2025	BNP Paribas Financial Markets	88,697	$4.32M	0.0%	N/A	0.248%
11/13/2025	Franklin Resources Inc.	99,464	$4.84M	0.0%	N/A	0.278%
11/13/2025	Legal & General Group Plc	561,020	$27.31M	0.0%	N/A	1.567%
11/13/2025	Swiss National Bank	63,000	$3.07M	0.0%	N/A	0.176%
11/13/2025	Russell Investments Group Ltd.	4,306	$0.21M	0.0%	N/A	0.012%
11/13/2025	Schroder Investment Management Group	151,647	$7.28M	0.0%	N/A	0.424%
11/13/2025	Private Advisor Group LLC	14,242	$0.69M	0.0%	N/A	0.040%
11/13/2025	First Trust Advisors LP	1,315,455	$64.06M	0.0%	N/A	3.674%
11/12/2025	Gabelli Funds LLC	147,455	$7.18M	0.0%	N/A	0.412%
11/12/2025	Gamco Investors INC. ET AL	61,630	$3M	0.0%	N/A	0.172%
11/12/2025	Barclays PLC	62,704	$3.05M	0.0%	N/A	0.175%
11/12/2025	Dimensional Fund Advisors LP	651,703	$31.74M	0.0%	N/A	1.820%
11/12/2025	Victory Capital Management Inc.	437,773	$21.32M	0.0%	N/A	1.223%
11/12/2025	Elo Mutual Pension Insurance Co	12,163	$0.59M	0.0%	N/A	0.034%
11/12/2025	New Age Alpha Advisors LLC	61,412	$2.99M	0.1%	N/A	0.172%
11/12/2025	Arete Wealth Advisors LLC	5,700	$0.28M	0.0%	N/A	0.016%
11/12/2025	Quantbot Technologies LP	23,468	$1.14M	0.0%	N/A	0.066%
11/12/2025	Creative Financial Designs Inc. ADV	2,050	$100K	0.0%	N/A	0.006%
11/12/2025	Handelsbanken Fonder AB	10,546	$0.51M	0.0%	N/A	0.029%
11/12/2025	R Squared Ltd	4,987	$0.24M	0.1%	N/A	0.014%
11/12/2025	Intech Investment Management LLC	14,115	$0.69M	0.0%	N/A	0.039%
11/12/2025	US Bancorp DE	1,282	$62K	0.0%	N/A	0.004%
5/6/2025	Universal Beteiligungs und Servicegesellschaft mbH	5,900	$0.32M	0.0%	N/A	0.017%
5/6/2025	Y Intercept Hong Kong Ltd	3,688	$0.20M	0.0%	N/A	0.011%
5/5/2025	Private Advisor Group LLC	14,577	$0.80M	0.0%	-30.2%	0.043%
5/2/2025	Victory Capital Management Inc.	335,164	$18.33M	0.0%	+101.8%	0.982%
5/1/2025	CWM LLC	1,395	$76K	0.0%	+240.2%	0.004%
5/1/2025	Hughes Financial Services LLC	860	$47K	0.0%	N/A	0.003%
5/1/2025	Louisiana State Employees Retirement System	14,300	$0.78M	0.0%	-2.1%	0.042%
5/1/2025	Mutual of America Capital Management LLC	90,272	$4.94M	0.1%	+1,869.7%	0.264%
4/30/2025	Cerity Partners LLC	1,462,249	$79.97M	0.2%	+0.2%	4.282%
4/29/2025	Bank of New York Mellon Corp	349,823	$19.13M	0.0%	+6.8%	1.024%
4/28/2025	D.A. Davidson & CO.	8,781	$0.48M	0.0%	N/A	0.026%
4/28/2025	Principal Financial Group Inc.	150,907	$8.25M	0.0%	+2.7%	0.442%
4/28/2025	Oregon Public Employees Retirement Fund	6,910	$0.38M	0.0%	-2.8%	0.020%
4/28/2025	Teacher Retirement System of Texas	4,614	$0.25M	0.0%	N/A	0.014%
4/28/2025	Vontobel Holding Ltd.	17,007	$0.93M	0.0%	-10.2%	0.050%
4/25/2025	New York State Teachers Retirement System	18,274	$1M	0.0%	+19.1%	0.054%
4/24/2025	Allspring Global Investments Holdings LLC	7,525	$0.41M	0.0%	-22.7%	0.022%
4/24/2025	Canvas Wealth Advisors LLC	11,130	$0.62M	0.2%	+58.1%	0.033%
4/24/2025	Illinois Municipal Retirement Fund	15,023	$0.82M	0.0%	-9.3%	0.044%
4/21/2025	State of Alaska Department of Revenue	16,768	$0.92M	0.0%	-2.5%	0.049%
4/17/2025	North Star Investment Management Corp.	44,800	$2.45M	0.2%	+28.0%	0.131%
4/17/2025	Exchange Traded Concepts LLC	33,391	$1.83M	0.0%	+162.8%	0.098%
4/15/2025	Assenagon Asset Management S.A.	243,229	$13.30M	0.0%	+58.8%	0.712%
4/15/2025	SG Americas Securities LLC	10,409	$0.57M	0.0%	-67.4%	0.030%
4/15/2025	GAMMA Investing LLC	1,342	$73K	0.0%	+190.5%	0.004%
4/14/2025	Yousif Capital Management LLC	11,223	$0.61M	0.0%	-2.1%	0.033%
4/14/2025	Clean Yield Group	64,220	$3.51M	1.1%	-14.0%	0.188%
4/11/2025	First National Corp MA ADV	40,388	$2.21M	0.5%	+113.5%	0.118%
4/11/2025	E. Ohman J or Asset Management AB	47,030	$2.58M	0.1%	+44.6%	0.138%
4/10/2025	Chatham Capital Group Inc.	27,148	$1.49M	0.2%	+4.1%	0.080%
4/8/2025	Rhumbline Advisers	102,306	$5.60M	0.0%	-4.6%	0.300%
4/7/2025	GAMMA Investing LLC	73,394	$4.01M	0.0%	+15,786.1%	0.215%
4/1/2025	Confluence Investment Management LLC	53,044	$2.90M	0.0%	+7.9%	0.158%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	134,039	$6.60M	0.0%	+6.2%	0.410%

Data available starting January 2016

SJW Group, through its subsidiaries, provides water utility and other related services in the United States. It operates in Water Utility Services and Real Estate Services segments. The company engages in the production, purchase, storage, purification, distribution, wholesale, and retail sale of water and wastewater services; and supplies groundwater from wells, surface water from watershed run-off and diversion, reclaimed water, and imported water purchased from the Santa Clara Valley Water District. It also offers non-tariffed services, including water system operations, maintenance agreements, and antenna site leases; contracted services, sewer operations, and other water related services to water utilities; and a Linebacker protection plan for public drinking water customers in Connecticut and Maine. In addition, the company provides water service to approximately 232,400 connections that serve approximately one million people residing in portions of the cities of San Jose and Cupertino and in the cities of Campbell, Monte Sereno, Saratoga, and the Town of Los Gatos; adjacent unincorporated territories in the County of Santa Clara in the State of California; water service to approximately 141,000 service connections, which serve approximately 461,000 people in 81 municipalities with a service area of approximately 272 square miles in Connecticut and Maine and approximately 3,000 wastewater connections in Southbury, Connecticut; approximately 28,000 service connections that serve approximately 83,000 people in a service area comprising approximately 271 square miles in the region between San Antonio and Austin, Texas; and approximately 950 wastewater connections. Further, it owns undeveloped land in California and Tennessee; commercial and warehouse properties in Tennessee; and commercial properties and parcels of land in Connecticut. The company was formerly known as SJW Corp. and changed its name to SJW Group in November 2016. SJW Group was incorporated in 1985 and is headquartered in San Jose, California.

Today's Range

Now: $47.52

$47.34

$48.42

50 Day Range

MA: $47.64

$44.44

$51.10

52 Week Range

Now: $47.52

$43.75

$57.17

Volume

570,548 shs

Average Volume

355,031 shs

Market Capitalization

$1.70 billion

P/E Ratio

15.09

Dividend Yield

3.50%

Beta

0.5

Who are the company insiders with the largest holdings of H2O America?: H2O America's top insider shareholders include:
Craig J Patla (Insider)
Learn More about top insider investors at H2O America.
Who are the major institutional investors of H2O America?: H2O America's top institutional investors include:
Amundi — 6.10%
First Trust Advisors LP — 3.67%
Dimensional Fund Advisors LP — 1.82%
Invesco Ltd. — 1.59%
Legal & General Group Plc — 1.57%
Victory Capital Management Inc. — 1.22%
Learn More about top institutional investors of H2O America stock.
Which institutional investors are buying H2O America stock?: Within the previous quarter, HTO stock was bought by institutional investors including:
Amundi
First Trust Advisors LP
Dimensional Fund Advisors LP
Invesco Ltd.
Legal & General Group Plc
Victory Capital Management Inc.
Hotchkis & Wiley Capital Management LLC
CIBC Bancorp USA Inc.