BlackRock (HTO) reports 6,031,203 shares, 14.4% stake in H2O AMERICA
Rhea-AI Filing Summary
BlackRock, Inc. amended a Schedule 13G/A to report beneficial ownership of common stock of H2O AMERICA. The filing states BlackRock beneficially owns 6,031,203 shares, representing 14.4% of the class. The filing shows sole voting power of 5,956,832 and sole dispositive power of 6,031,203. The amendment is signed by Spencer Fleming on 04/27/2026. The filing notes that iShares Core S&P Small-Cap ETF holds an interest over 5% in H2O AMERICA.
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Key Figures
Beneficial ownership: 6,031,203 shares
Percent of class: 14.4%
Sole voting power: 5,956,832 shares
+2 more
5 metrics
Beneficial ownership
6,031,203 shares
Amount beneficially owned reported on Schedule 13G/A
Percent of class
14.4%
Percent of common stock as reported in Item 4(b)
Sole voting power
5,956,832 shares
Sole power to vote reported in Item 4(c)(i)
Sole dispositive power
6,031,203 shares
Sole power to dispose reported in Item 4(c)(iii)
Filing signature date
04/27/2026
Signature date on the Schedule 13G/A amendment
Key Terms
Schedule 13G/A, Beneficial ownership, Sole dispositive power, Investment Company Act of 1940
4 terms
Schedule 13G/A regulatory
"Amendment No. 8 ) H2O AMERICA Common Stock"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Beneficial ownership financial
"Amount beneficially owned: 6031203 (b) Percent of class: 14.4 %"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 6031203"
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.
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake does BlackRock report in H2O AMERICA (HTO)?
BlackRock reports beneficial ownership of 6,031,203 shares, equal to 14.4% of H2O AMERICA's common stock. This figure and percentage are taken directly from the Schedule 13G/A amendment filed and signed on 04/27/2026.
Does the filing identify other holders above 5% of H2O AMERICA?
Yes. The filing identifies iShares Core S&P Small-Cap ETF as having an interest in H2O AMERICA of more than 5% of the outstanding common stock, per Item 6 of the Schedule 13G/A amendment.
Who signed the Schedule 13G/A amendment for BlackRock and when?
The amendment is signed by Spencer Fleming, listed as Managing Director, with a signature date of 04/27/2026. Exhibit references include a Power of Attorney (Exhibit 24) and Item 7 details (Exhibit 99).