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HTO Insider Trading

Insider Ownership Percentage: 0.52%
Insider Buying (Last 12 Months): $5,951,476.20
Insider Selling (Last 12 Months): $0.00

H2O America Insider Trading History Chart

This chart shows the insider buying and selling history at H2O America by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

H2O America Share Price & Price History

Current Price: $56.91
Price Change: ▲ Price Increase of +0.56 (0.99%)
As of 05/20/2026 04:00 PM ET

This chart shows the closing price history over time for HTO up to the past year.

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Days: 30 | 90 | 365

H2O America Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
4/10/2026Atlas Holdings Ltd GipMajor ShareholderBuy50,385$59.06$2,975,738.104,582,469View SEC Filing Icon  
4/10/2026Atlas Infrastructure PartnersMajor ShareholderBuy50,385$59.06$2,975,738.104,582,469View SEC Filing Icon  
5/7/2024Craig J PatlaInsiderSell1,400$55.62$77,868.003,300View SEC Filing Icon  
See Full Table

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

This chart shows the instiutional buying and selling at HTO by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

H2O America Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE264,887$15.54M0.0%+128.9%0.633%Search for SEC Filing on Google Icon
5/19/2026Janus Henderson Group PLC15,947$0.94M0.0%+6.7%0.038%Search for SEC Filing on Google Icon
5/19/2026South Dakota Investment Council33,900$1.99M0.0%N/A0.081%Search for SEC Filing on Google Icon
5/18/2026Amundi1,156,952$67.88M0.0%-32.5%2.765%Search for SEC Filing on Google Icon
5/18/2026EverSource Wealth Advisors LLC911$53K0.0%+76.2%0.002%Search for SEC Filing on Google Icon
5/18/2026California State Teachers Retirement System30,787$1.81M0.0%-0.8%0.074%Search for SEC Filing on Google Icon
5/18/2026Royal Bank of Canada7,890$0.46M0.0%+58.3%0.019%Search for SEC Filing on Google Icon
5/18/2026Resolution Capital Ltd482,460$28.31M0.6%+105.8%1.153%Search for SEC Filing on Google Icon
5/18/2026Rokos Capital Management LLP135,116$7.93M0.1%N/A0.323%Search for SEC Filing on Google Icon
5/16/2026The Manufacturers Life Insurance Company 15,251$0.90M0.0%-2.5%0.036%Search for SEC Filing on Google Icon
5/16/2026Quantinno Capital Management LP41,960$2.46M0.0%+105.7%0.100%Search for SEC Filing on Google Icon
5/16/2026Lazard Asset Management LLC40,630$2.38M0.0%N/A0.097%Search for SEC Filing on Google Icon
5/14/2026Renaissance Technologies LLC157,900$9.26M0.0%+88.0%0.377%Search for SEC Filing on Google Icon
5/14/2026Gabelli Funds LLC149,647$8.78M0.1%+1.3%0.358%Search for SEC Filing on Google Icon
5/14/2026Sei Investments Co.115,943$6.80M0.0%+57.5%0.277%Search for SEC Filing on Google Icon
5/14/2026Keynote Financial Services LLC55,044$3.23M1.7%-2.1%0.132%Search for SEC Filing on Google Icon
5/13/2026Cetera Investment Advisers12,199$0.72M0.0%+126.5%0.029%Search for SEC Filing on Google Icon
5/13/2026First Citizens Bank & Trust Co.8,017$0.47M0.0%+29.1%0.019%Search for SEC Filing on Google Icon
5/13/2026First Trust Advisors LP531,987$31.21M0.0%+5.9%1.271%Search for SEC Filing on Google Icon
5/12/2026Magellan Asset Management Ltd29,063$1.71M0.0%+33.0%0.069%Search for SEC Filing on Google Icon
5/8/2026PNC Financial Services Group Inc.3,812$0.22M0.0%+11.7%0.009%Search for SEC Filing on Google Icon
5/7/2026Dimensional Fund Advisors LP705,345$41.38M0.0%+7.0%1.686%Search for SEC Filing on Google Icon
5/7/2026KBC Group NV593,161$34.80M0.1%+41.9%1.418%Search for SEC Filing on Google Icon
5/7/2026Swiss National Bank72,800$4.27M0.0%+10.0%0.174%Search for SEC Filing on Google Icon
5/6/2026Jennison Associates LLC101,146$5.93M0.0%+486.9%0.242%Search for SEC Filing on Google Icon
5/6/2026Bessemer Group Inc.661$39K0.0%+44.6%0.002%Search for SEC Filing on Google Icon
5/6/2026Allspring Global Investments Holdings LLC8,624$0.50M0.0%+11.2%0.021%Search for SEC Filing on Google Icon
5/5/2026D.A. Davidson & CO.9,221$0.54M0.0%+10.8%0.022%Search for SEC Filing on Google Icon
5/5/2026Bank of New York Mellon Corp190,189$11.16M0.0%+3.9%0.455%Search for SEC Filing on Google Icon
5/5/2026Illinois Municipal Retirement Fund16,009$0.94M0.0%-5.9%0.038%Search for SEC Filing on Google Icon
5/5/2026Maryland State Retirement & Pension System38,600$2.27M0.0%+7.9%0.092%Search for SEC Filing on Google Icon
5/4/2026Principal Financial Group Inc.181,412$10.64M0.0%+14.3%0.434%Search for SEC Filing on Google Icon
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS60,104$3.53M0.0%-3.9%0.144%Search for SEC Filing on Google Icon
5/1/2026Fifth Third Bancorp9,633$0.57M0.0%+3,753.2%0.023%Search for SEC Filing on Google Icon
4/30/2026Oregon Public Employees Retirement Fund8,570$0.50M0.0%+12.6%0.020%Search for SEC Filing on Google Icon
4/28/2026Abel Hall LLC12,154$0.71M0.2%+19.1%0.029%Search for SEC Filing on Google Icon
4/27/2026New York State Teachers Retirement System19,840$1.16M0.0%-6.0%0.047%Search for SEC Filing on Google Icon
4/25/2026Boston Trust Walden Corp82,722$4.85M0.0%N/A0.198%Search for SEC Filing on Google Icon
4/25/2026Keybank National Association OH3,999$0.24M0.0%N/A0.010%Search for SEC Filing on Google Icon
4/24/2026IFM Investors Pty Ltd2,389$0.14M0.0%N/A0.006%Search for SEC Filing on Google Icon
4/23/2026Inspire Investing LLC3,619$0.21M0.0%-14.2%0.009%Search for SEC Filing on Google Icon
4/22/2026Pictet Asset Management Holding SA7,654$0.45M0.0%+15.3%0.018%Search for SEC Filing on Google Icon
4/22/2026Sterling Capital Management LLC1,105$65K0.0%-42.5%0.003%Search for SEC Filing on Google Icon
4/21/2026Louisiana State Employees Retirement System16,600$0.97M0.0%N/A0.040%Search for SEC Filing on Google Icon
4/17/2026Everstar Asset Management LLC20,365$1.20M0.6%+139.6%0.049%Search for SEC Filing on Google Icon
4/16/2026SG Americas Securities LLC30,689$1.80M0.0%+9.3%0.073%Search for SEC Filing on Google Icon
4/16/2026E. Ohman J or Asset Management AB51,187$3.01M0.1%+8.8%0.122%Search for SEC Filing on Google Icon
3/9/2026Rubicon Advisors GP14,194$0.70M0.6%N/A0.039%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.646,559$31.68M0.0%+13.5%1.806%Search for SEC Filing on Google Icon
2/18/2026Mercer Global Advisors Inc. ADV6,951$0.34M0.0%+66.5%0.019%Search for SEC Filing on Google Icon
2/18/2026First Citizens Bank & Trust Co.6,209$0.30M0.0%N/A0.017%Search for SEC Filing on Google Icon
2/18/2026State of Tennessee Department of Treasury20,970$1.09M0.0%+65.4%0.059%Search for SEC Filing on Google Icon
2/18/2026EP Wealth Advisors LLC6,899$0.34M0.0%N/A0.019%Search for SEC Filing on Google Icon
2/18/2026Mackenzie Financial Corp10,221$0.50M0.0%N/A0.029%Search for SEC Filing on Google Icon
2/18/2026XTX Topco Ltd11,547$0.57M0.0%+155.9%0.032%Search for SEC Filing on Google Icon
2/18/2026Yaupon Capital Management LP99,884$4.89M0.2%N/A0.279%Search for SEC Filing on Google Icon
2/18/2026Zimmer Partners LP43,816$2.15M0.1%-64.8%0.122%Search for SEC Filing on Google Icon
2/18/2026Voloridge Investment Management LLC76,822$3.76M0.0%-18.7%0.215%Search for SEC Filing on Google Icon
2/18/2026Susquehanna Portfolio Strategies LLC66,198$3.24M0.1%N/A0.185%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC4,792$0.24M0.0%-96.4%0.013%Search for SEC Filing on Google Icon
2/18/2026Man Group plc50,251$2.46M0.0%+103.1%0.140%Search for SEC Filing on Google Icon
2/18/2026Inspire Investing LLC4,217$0.21M0.0%N/A0.012%Search for SEC Filing on Google Icon
2/18/2026Engineers Gate Manager LP8,232$0.40M0.0%-66.3%0.023%Search for SEC Filing on Google Icon
2/18/2026First Manhattan CO. LLC.85,761$4.20M0.0%-4.4%0.240%Search for SEC Filing on Google Icon
2/18/2026Balyasny Asset Management L.P.18,911$0.93M0.0%N/A0.053%Search for SEC Filing on Google Icon
2/18/2026ATLAS Infrastructure Partners UK Ltd.584,080$28.61M1.4%N/A1.631%Search for SEC Filing on Google Icon
2/17/2026Guggenheim Capital LLC19,413$0.95M0.0%+19.8%0.054%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC154,671$7.58M0.0%+14.2%0.432%Search for SEC Filing on Google Icon
2/17/2026Cetera Investment Advisers5,386$0.26M0.0%+15.1%0.015%Search for SEC Filing on Google Icon
2/17/2026Abel Hall LLC10,209$0.50M0.1%N/A0.029%Search for SEC Filing on Google Icon
2/17/2026Amundi1,712,886$83.94M0.0%-21.6%4.783%Search for SEC Filing on Google Icon
2/17/2026Jump Financial LLC9,387$0.46M0.0%-76.0%0.026%Search for SEC Filing on Google Icon
2/17/2026Price T Rowe Associates Inc. MD34,484$1.69M0.0%+10.8%0.096%Search for SEC Filing on Google Icon
2/17/2026Russell Investments Group Ltd.63,421$3.11M0.0%+1,372.9%0.177%Search for SEC Filing on Google Icon
2/17/2026Maryland State Retirement & Pension System35,765$1.75M0.0%N/A0.100%Search for SEC Filing on Google Icon
2/17/2026Atom Investors LP23,425$1.15M0.1%-61.1%0.065%Search for SEC Filing on Google Icon
2/17/2026State of Wisconsin Investment Board17,327$0.85M0.0%-5.5%0.048%Search for SEC Filing on Google Icon
2/16/2026Mariner LLC46,865$2.30M0.0%+1.9%0.131%Search for SEC Filing on Google Icon
2/16/2026Barclays PLC70,565$3.46M0.0%+12.5%0.197%Search for SEC Filing on Google Icon
2/13/2026Kestra Advisory Services LLC2,526$0.12M0.0%N/A0.007%Search for SEC Filing on Google Icon
2/13/2026The Manufacturers Life Insurance Company 15,650$0.77M0.0%-2.6%0.044%Search for SEC Filing on Google Icon
2/13/2026CANADA LIFE ASSURANCE Co53,869$2.64M0.0%-6.5%0.150%Search for SEC Filing on Google Icon
2/13/2026Inspire Advisors LLC11,805$0.58M0.1%N/A0.033%Search for SEC Filing on Google Icon
2/13/2026Stifel Financial Corp18,111$0.89M0.0%-2.5%0.051%Search for SEC Filing on Google Icon
2/13/2026Rodgers Brothers Inc.23,250$1.14M0.1%-51.3%0.065%Search for SEC Filing on Google Icon
2/13/2026Morgan Stanley1,368,180$67.03M0.0%+123.0%3.821%Search for SEC Filing on Google Icon
2/13/2026Schroder Investment Management Group166,238$8.19M0.0%+9.6%0.464%Search for SEC Filing on Google Icon
2/13/2026Public Sector Pension Investment Board115,268$5.65M0.0%N/A0.322%Search for SEC Filing on Google Icon
2/13/2026First Trust Advisors LP502,393$24.61M0.0%-61.8%1.403%Search for SEC Filing on Google Icon
2/13/2026Charles Schwab Investment Management Inc.433,757$21.25M0.0%+3.3%1.211%Search for SEC Filing on Google Icon
2/13/2026State Street Corp1,359,773$66.62M0.0%+4.6%3.797%Search for SEC Filing on Google Icon
2/13/2026Victory Capital Management Inc.468,342$22.94M0.0%+7.0%1.308%Search for SEC Filing on Google Icon
2/13/2026Ieq Capital LLC25,455$1.25M0.0%+13.3%0.071%Search for SEC Filing on Google Icon
2/13/2026Vontobel Holding Ltd.19,446$0.95M0.0%N/A0.054%Search for SEC Filing on Google Icon
2/13/2026Martingale Asset Management L P20,011$0.98M0.0%+147.4%0.056%Search for SEC Filing on Google Icon
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC136,876$6.71M0.0%+4.6%0.382%Search for SEC Filing on Google Icon
2/13/2026Wells Fargo & Company MN96,903$4.75M0.0%+69.3%0.271%Search for SEC Filing on Google Icon
2/13/2026Cullen Capital Management LLC7,342$0.36M0.0%N/A0.021%Search for SEC Filing on Google Icon
2/13/2026Van Lanschot Kempen Investment Management N.V.72,314$3.54M0.0%+1.8%0.202%Search for SEC Filing on Google Icon
2/13/2026Cohen & Steers Inc.544,544$26.68M0.0%N/A1.521%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
H2O America logo
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.
Read More on H2O America

Today's Range

Now: $56.91
Low: $55.87
High: $57.21

50 Day Range

MA: $58.02
Low: $55.24
High: $61.31

52 Week Range

Now: $56.91
Low: $43.75
High: $61.87

Volume

673,824 shs

Average Volume

520,786 shs

Market Capitalization

$2.38 billion

P/E Ratio

19.49

Dividend Yield

3.19%

Beta

0.35

Who are the company insiders with the largest holdings of H2O America?

H2O America's top insider shareholders include:
  1. Atlas Holdings Ltd Gip (Major Shareholder)
  2. Atlas Infrastructure Partners (Major Shareholder)
  3. W Richard Roth (CEO)
  4. Valer Robert A Van (Director)
  5. Maureen P Westbrook (VP)
  6. James Patrick Lynch (CAO)
  7. Andrew Gere (COO)
  8. Palle Jensen (VP)
  9. Craig J Patla (Insider)
  10. Carl Guardino (Director)
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:
  1. Amundi — 2.77%
  2. Dimensional Fund Advisors LP — 1.69%
  3. KBC Group NV — 1.42%
  4. First Trust Advisors LP — 1.27%
  5. Resolution Capital Ltd — 1.15%
  6. Bank of America Corp DE — 0.63%
Learn More about top institutional investors of H2O America stock.

Which institutional investors are selling H2O America stock?

During the previous quarter, HTO stock was sold by these institutional investors:
  1. Amundi
  2. Commonwealth of Pennsylvania Public School Empls Retrmt SYS
  3. New York State Teachers Retirement System
  4. Keynote Financial Services LLC
  5. Illinois Municipal Retirement Fund
  6. Sterling Capital Management LLC
  7. Inspire Investing LLC
  8. The Manufacturers Life Insurance Company

Which institutional investors are buying H2O America stock?

In the previous quarter, HTO stock was purchased by institutional investors including:
  1. Resolution Capital Ltd
  2. KBC Group NV
  3. Bank of America Corp DE
  4. Rokos Capital Management LLP
  5. Jennison Associates LLC
  6. Boston Trust Walden Corp
  7. Renaissance Technologies LLC
  8. Dimensional Fund Advisors LP
In the previous year, these company insiders have bought H2O America stock:
  1. Atlas Holdings Ltd Gip (Major Shareholder)
  2. Atlas Infrastructure Partners (Major Shareholder)
Learn More investors buying H2O America stock.

H2O America Active Insiders

Katharine Armstrong
Katharine Armstrong
Director