H2O America

CIK 0000766829 · HTO Nasdaq

SIC: 4941 · Water Supply
Type: Operating
Status: Public
Filer: Large accelerated filer
Incorporated: Delaware
FY End: Dec 31

Business Overview

H2O America (formerly SJW Group, renamed May 2025) is a Delaware holding company incorporated in 1985, operating regulated water and wastewater utilities across California, Connecticut, Maine, and Texas. The company rebranded from SJW Group to H2O America in May 2025. Its single reportable segment is Water Utility Services, comprising its regulated utility subsidiaries.

Corporate Structure

H2O America operates through the following wholly owned subsidiaries: - San Jose Water Company (SJWC): California public utility serving metropolitan San Jose; incorporated 1866; became a wholly owned subsidiary in 1985. - H2O America NE LLC (formerly SJWNE LLC): Special-purpose holding entity for Connecticut Water Service, Inc. (CTWS), acquired via merger in 2019. CTWS subsidiaries include Connecticut Water Company (CWC), The Maine Water Company (MWC), Chester Realty, Inc. (real estate in Connecticut), and New England Water Utility Services, Inc. (NEWUS; contract water/sewer operations). - **H2O America TX Holdings, Inc. (formerly SJWTX...

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AI-generated summary of Item 1 (Business) from the 10-K filed Feb 26, 2026 — View filing on SEC.gov. May contain errors — refer to the filing for authoritative information.

Institutional holders · 13F

Q2 2026

314 managers reported a position for Q2 2026 +2 vs Q1 2026

Largest Q2 2026 Form 13F holders of H2O America by reported value
Largest holders	Reported value
BlackRock Inc	$431.9M
ATLAS Infrastructure Partners UK Ltd	$280.3M
WELLINGTON MANAGEMENT GROUP LLP	$121.3M
ANTIPODES PARTNERS Ltd	$106.9M
VANGUARD CAPITAL MANAGEMENT LLC	$95.7M

All institutional holders Holders of CUSIP 784305104

5%+ holders · 13D/G

4 filers

Schedule 13D and 13G filers reporting a stake of 5% or more
Filer	% of class	Filed
BlackRock Inc 13G HTO	14.8%	2026-10-27
ATLAS Infrastructure Partners UK Ltd 13G HTO	11.2%	2026-09-22
Future Fund Board of Guardians 13G HTO	6.2%	2026-03-06
STATE STREET CORPORATION 13G HTO	4.0%	2025-05-13

Latest Schedule 13D or 13G from each filer; stakes a filer has reported closed are left out.

Securities

Securities issued by this company
CUSIP	Security	Type
207797101	CTWS CONNECTICUT WATER SVC INC	Common stock
207797200	CTWSP CONN WATER SERVICE	Common stock
784305104	HTO H2O AMERICA	Common stock

Insider trades · Form 4

+$2.88M net open-market insider transactions, last 12 months 1 filing with purchases ($2.98M), 1 filing with sales ($99.2K)

Latest filings

Megan Mattern 2026-08-03 -

All H2O America insider trades

Annual results · 10-K

Fiscal 2025

Revenue: $800.6M
Net income: $102.6M

As reported in the fiscal 2025 annual report.

Financial statements View the filing

Funds & ETFs · N-PORT

Latest SEC filings

All filings →

Latest SEC filings by H2O America
Form	Description	Filed
SCHEDULE 13G/A	SCHEDULE 13G/A	2026-10-27
10-Q	Quarterly Report	2026-10-26
8-K	Current Report	2026-10-26
8-K	Current Report	2026-10-01
SCHEDULE 13G/A	SCHEDULE 13G/A	2026-09-22
4/A	PRIMARY DOCUMENT	2026-08-19
4/A	PRIMARY DOCUMENT	2026-08-19
4/A	PRIMARY DOCUMENT	2026-08-19
4/A	PRIMARY DOCUMENT	2026-08-19
3/A	PRIMARY DOCUMENT	2026-08-19

Valuation is a Premium feature

What this company is worth versus its price — fair value at today's bond rate, margin of safety, and the Graham Number against the institutional consensus price.