BlackRock (NYSE: BLK) discloses 15.8% beneficial stake in H2O AMERICA (HTO)
Rhea-AI Filing Summary
BlackRock, Inc. reports its beneficial ownership of common stock of H2O AMERICA on an amended Schedule 13G. BlackRock and its reporting business units beneficially own 6,612,895 shares of common stock, representing 15.8% of the outstanding class.
BlackRock has sole voting power over 6,531,037 shares and sole dispositive power over 6,612,895 shares, with no shared voting or dispositive power. One such person, iShares Core S&P Small-Cap ETF, holds an interest in more than five percent of H2O AMERICA’s outstanding common stock.
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Key Figures
Beneficial ownership: 6,612,895 shares
Percent of class: 15.8%
Sole voting power: 6,531,037 shares
+3 more
6 metrics
Beneficial ownership
6,612,895 shares
Common stock of H2O AMERICA beneficially owned by BlackRock business units
Percent of class
15.8%
Percentage of H2O AMERICA common stock class beneficially owned
Sole voting power
6,531,037 shares
Shares of H2O AMERICA over which BlackRock has sole power to vote
Shared voting power
0 shares
Shares of H2O AMERICA over which BlackRock has shared voting power
Sole dispositive power
6,612,895 shares
Shares of H2O AMERICA over which BlackRock has sole power to dispose
Shared dispositive power
0 shares
Shares of H2O AMERICA over which BlackRock has shared dispositive power
Key Terms
beneficially owned, Sole Voting Power, Sole Dispositive Power, Schedule 13G, +1 more
5 terms
beneficially owned financial
"reflects the securities beneficially owned, or deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole Voting Power financial
"Sole Voting Power 6,531,037.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Sole Dispositive Power financial
"Sole Dispositive Power 6,612,895.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"In accordance with SEC Release No. 34-39538 this schedule reflects"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
percent of class financial
"Percent of class: 15.8 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What percentage of H2O AMERICA (HTO) does BlackRock own?
BlackRock reports beneficial ownership of 15.8% of H2O AMERICA’s common stock. This percentage reflects shares deemed beneficially owned by specific BlackRock business units covered in the filing.
How much voting power does BlackRock have in H2O AMERICA (HTO)?
BlackRock has sole voting power over 6,531,037 shares of H2O AMERICA common stock, with no shared voting power, according to the Schedule 13G/A disclosure.
Which BlackRock ETF holds more than 5% of H2O AMERICA (HTO)?
The filing notes that iShares Core S&P Small-Cap ETF has an interest in more than five percent of H2O AMERICA’s total outstanding common stock, through holdings managed by BlackRock.
What type of filing did BlackRock submit for H2O AMERICA (HTO)?
BlackRock submitted an Amendment No. 9 to Schedule 13G for H2O AMERICA. This schedule reports beneficial ownership by certain BlackRock business units and related voting and dispositive powers.