H2O America
HTOFigures shown here come from public SEC filings. Dates beside each section show the available history.
How H2O America Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 16 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 5, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 2026-03-31 | 181,412 | $10.6M | SEC filing |
| Vermillion Wealth Management, Inc. | 2026-03-31 | 2 | $117 | SEC filing |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2026-03-31 | 5,287 | $310K | SEC filing |
| VICTORY CAPITAL MANAGEMENT INC | 2026-03-31 | 911,895 | $53.5M | SEC filing |
| FARMERS & MERCHANTS INVESTMENTS INC | 2026-03-31 | 20 | $1.17K | SEC filing |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-03-31 | 7,683 | $451K | SEC filing |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2026-03-31 | 111 | $6.51K | SEC filing |
| VEGA INVESTMENT SOLUTIONS | 2026-03-31 | 236 | $13.8K | SEC filing |
| JANUS HENDERSON GROUP PLC | 2026-03-31 | 15,947 | $936K | SEC filing |
| Envestnet Portfolio Solutions, Inc. | 2026-03-31 | 6,797 | $399K | SEC filing |
| Everstar Asset Management, LLC | 2026-03-31 | 20,365 | $1.19M | SEC filing |
| nVerses Capital, LLC | 2026-03-31 | 6,087 | $357K | SEC filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-03-31 | 19,421 | $1.14M | SEC filing |
| Hudson Bay Capital Management LP | 2026-03-31 | 7,280 | $427K | SEC filing |
| Bank of New York Mellon Corp | 2026-03-31 | 190,189 | $11.2M | SEC filing |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 2026-03-31 | 586,940 | $34.6M | SEC filing |
| Allspring Global Investments Holdings, LLC | 2026-03-31 | 8,624 | $504K | SEC filing |
| GAMMA Investing LLC | 2026-03-31 | 3,420 | $201K | SEC filing |
| GOLDMAN SACHS GROUP INC | 2026-03-31 | 342,043 | $20.1M | SEC filing |
| QUADRANT CAPITAL GROUP LLC | 2026-03-31 | 468 | $27.5K | SEC filing |
120 filers have only one report here.
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-29 (amended) | ATLAS Infrastructure Partners (UK) Ltd. · 10% owner | Common Stock | P — Open market or private purchase | +31,001 | 57.62 | SEC filing |
| 2026-05-29 (amended) | ATLAS Infrastructure Partners (UK) Ltd. · 10% owner | Common Stock | S — Open market or private sale | −1,435 | 57.52 | SEC filing |
| 2026-04-10 | GIP ATLAS Holdings Ltd · 10% owner | Common Stock | P — Open market or private purchase | +50,385 | 59.06 | SEC filing |
| 2026-04-10 | ATLAS Infrastructure Partners (UK) Ltd. · 10% owner | Common Stock | P — Open market or private purchase | +50,385 | 59.06 | SEC filing |
| 2025-11-13 | Walters Andrew F · Chief Executive Officer | Common Stock | S — Open market or private sale | −2,100 | 47.22 | SEC filing |
| 2024-08-22 | Hauk Bruce A · Chief Operating Officer | Common Stock | S — Open market or private sale | −115 | 57.77 | SEC filing |
| 2024-05-07 | Patla Craig J · President of CTWS | Common Stock | S — Open market or private sale | −1,400 | 55.62 | SEC filing |
| 2023-05-03 | Guardino Carl · Director | Common Stock | S — Open market or private sale | −777 | 76.03 | SEC filing |
Showing 8 of 15 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-05 | Walters Andrew F · Chief Executive Officer | Common Stock | G — Bona fide gift | −3,508 | SEC filing |
| 2026-06-02 | Johnson A Kristen · Chief Administrative Officer | Common Stck | A — Grant, award, or other acquisition | +0 | SEC filing |
| 2026-05-13 | KLEIN REBECCA A · Director | Common Stock | A — Grant, award, or other acquisition | +1,947 | SEC filing |
| 2026-05-13 | Heather Hunt · Director | Common Stock | A — Grant, award, or other acquisition | +1,947 | SEC filing |
| 2026-05-13 | Guardino Carl · Director | Common Stock | A — Grant, award, or other acquisition | +1,947 | SEC filing |
| 2026-05-13 | Rowe Nick Orlando · Director | Common Stock | A — Grant, award, or other acquisition | +1,947 | SEC filing |
| 2026-05-13 | KRUGER DENISE L · Director | Common Stock | A — Grant, award, or other acquisition | +1,947 | SEC filing |
| 2026-05-13 | HANLEY MARY ANN · Director | Common Stock | A — Grant, award, or other acquisition | +1,947 | SEC filing |
Showing 8 of 28 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2023-01-31 | Gere Andrew · President of SJWC | Common Stock | J — Other acquisition or disposition | +194 | SEC filing |
| 2023-01-31 | Brown Willie D. Jr. · VP, Gen Counsel, & Corp Sec | Common Stock | J — Other acquisition or disposition | +295 | SEC filing |
| 2023-01-31 | Thornburg Eric W · President & CEO | Common Stock | J — Other acquisition or disposition | +253 | SEC filing |
| 2022-07-29 | Lynch James Patrick · Chief Accounting Officer | Common Stock | J — Other acquisition or disposition | +153 | SEC filing |
| 2022-07-29 | Gere Andrew · President and COO | Common Stock | J — Other acquisition or disposition | +159 | SEC filing |
| 2022-07-29 | Thornburg Eric W · President & CEO | Common Stock | J — Other acquisition or disposition | +89 | SEC filing |
| 2022-07-29 | Brown Willie D. Jr. · VP, Gen Counsel, & Corp Sec | Common Stock | J — Other acquisition or disposition | +41 | SEC filing |
Showing 7 of 7 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.