13F

Stock

H2o America

HTO · held by 10 managers

Reported value

$41.2M

Holders

10

+0 new · −0 exited

Holders’ est. mark

−$378K

Price effect on 5 books still in the name

Largest holder

$29.9M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY613.5K$29.9MHeld
BANK OF AMERICA CORP /DE/109.7K$5.34MHeld
BARCLAYS PLC62.7K$3.05M−$205KCut−$994.9K
Swiss Life Asset Management Ltd52.4K$2.55M−$169.5KCut−$138.9K
Allworth Financial LP3.21K$156.6KHeld
Essential Partners LLC1.91K$93K−$128Added$90.9K
Medallion Wealth Advisors, LLC660$32.1K−$3.08KCut−$3.08K
KBC Group NV417.9K$20.4KHeld
IFP Advisors, Inc407$19.8KHeld
Leonteq Securities AG126$6.13K−$291Added$1.61K

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.