Position in HTO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,221,147
+$1,423,992 QoQ
Shares Held
168,194
+12.2% QoQ
Ownership
0.402%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 314 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026UBS Group AG holds $341,892,458 across 13 Utilities - Regulated Water names. HTO ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,337,557 | $175,995,749 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
12,048,286 | $69,639,091 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
1,525,066 | $58,425,277 | |
| 4 | AWR |
American States Water Co
|
151,438 | $12,513,320 | |
| 5 | HTO |
H2o America
This page
|
168,194 | $10,221,147 | |
| 6 | CWT |
California Water Service Group
|
172,659 | $8,399,859 | |
| 7 | MSEX |
Middlesex Water Co
|
39,513 | $2,219,049 | |
| 8 | ARTNA |
Artesian Resources Corp
|
33,334 | $1,133,021 |
All Filings in HTO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,221,147 | 168,194 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,797,155 | 149,943 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $5,505,838 | 112,387 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $6,171,554 | 126,726 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,699,912 | 109,677 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,012,174 | 91,647 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,399,725 | 89,389 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,659,796 | 97,398 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,056,393 | 93,257 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,163,441 | 91,243 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $6,477,294 | 99,117 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,564,992 | 75,944 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,420,785 | 63,055 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,336,407 | 70,096 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,044,171 | 62,128 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $3,628,972 | 63,003 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,904,119 | 62,556 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,133,539 | 59,407 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,038,297 | 55,168 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,525,424 | 53,367 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,257,923 | 51,468 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,114,288 | 49,441 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,378,594 | 48,711 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,904,665 | 47,727 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,934,634 | 47,249 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $2,938,586 | 50,867 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||