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HTO in the 13F filings

SJW Group · CUSIP 784305104

Sector · UtilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
18 May 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 1 listed it in both
Shares listed
6,054,202
combined, among listed positions
Reported value
$355m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 22 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +4,529,647.

Managers listing HTO in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Wellington Management Group LLP1,613,571$95munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Soros Fund Management LLC1,228,747$72m0.79%Newnew15 May 2026 (the filing on sec.gov)
Invesco Ltd700,595$41munder 0.1%Added+54,03612 May 2026 (the filing on sec.gov)
Citadel Advisors LLC416,111$24munder 0.1%Added+350,03415 May 2026 (the filing on sec.gov)
Point72 Asset Management LP371,129$22munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Millennium Management LLC343,789$20munder 0.1%Added+338,99715 May 2026 (the filing on sec.gov)
Two Sigma Investments LP250,332$15munder 0.1%Added+53,42115 May 2026 (the filing on sec.gov)
AQR Capital Management LLC171,652$10munder 0.1%Added+16,98115 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC157,900$9.3munder 0.1%Added+73,90014 May 2026 (the filing on sec.gov)
Rokos Capital Management LLP135,116$7.9m0.06%Newnew15 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC105,642$6.2munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Jane Street Group LLC103,942$6.1munder 0.1%Added+74,91612 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC76,114$4.5munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
GAMCO Investors Inc61,630$3.6munder 0.1%Held014 May 2026 (the filing on sec.gov)
Quantbot Technologies LP46,755$2.7m0.11%Newnew13 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc40,189$2.4munder 0.1%Added+5,70515 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.39,175$2.3munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP36,915$2.2munder 0.1%Added+25,68015 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC36,794$2.2munder 0.1%Added+17,88315 May 2026 (the filing on sec.gov)
AllianceBernstein LP39,701$1.9munder 0.1%Held015 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC21,034$1.2munder 0.1%Trimmed-55,78815 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP19,421$1.1munder 0.1%Added+5,52715 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd15,947$936kunder 0.1%Added+1,00018 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)8,667$509kunder 0.1%Trimmed-11,97715 May 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP7,280$427kunder 0.1%Newnew13 May 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (10)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

02462014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
HTO by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$11mn.a.n.a.
Q3 20131$12mn.a.n.a.
Q4 20131$12mn.a.n.a.
Q1 20141$12mn.a.n.a.
Q2 20141$11mn.a.n.a.
Q3 20141$11mn.a.n.a.
Q4 20141$13mn.a.n.a.
Q1 20151$12mn.a.n.a.
Q2 20151$12mn.a.n.a.
Q3 20151$11mn.a.n.a.
Q4 20151$11mn.a.n.a.
Q1 20162$11mn.a.n.a.
Q2 20161$10mn.a.n.a.
Q3 20161$9.3mn.a.n.a.
Q4 20161$10.0mn.a.n.a.
Q1 20171$7.9mn.a.n.a.
Q2 20171$7.7mn.a.n.a.
Q3 20171$8.5mn.a.n.a.
Q4 20171$9.4mn.a.n.a.
Q1 20181$7.7mn.a.n.a.
Q2 20181$9.3mn.a.n.a.
Q3 20181$8.6mn.a.n.a.
Q4 20185$52mn.a.n.a.
Q1 20195$91mn.a.n.a.
Q2 20194$98mn.a.n.a.
Q3 20194$95mn.a.n.a.
Q4 20194$102mn.a.n.a.
Q1 20202$71mn.a.n.a.
Q2 20202$64mn.a.n.a.
Q3 20203$55mn.a.n.a.
Q4 20203$56mn.a.n.a.
Q1 20211$8.2mn.a.n.a.
Q2 20211$8.2mn.a.n.a.
Q3 20212$41mn.a.n.a.
Q4 20213$44mn.a.n.a.
Q1 20222$11mn.a.n.a.
Q2 20221$7.7mn.a.n.a.
Q3 20222$16mn.a.n.a.
Q4 20224$52mn.a.n.a.
Q1 20233$40mn.a.n.a.
Q2 20232$20mn.a.n.a.
Q3 20232$17mn.a.n.a.
Q4 20232$19m01
Q1 20241$2.7m01
Q2 20241$2.6m00
Q3 20241$2.8m00
Q4 20241$2.4m00
Q1 20251$3.2m10
Q2 20252$29m20
Q3 20251$3.0m10
Q4 20251$3.0m915
Q1 20264$86m223
Q2 20264$89m1612

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

HTO and GEV →HTO and XOM →HTO and CVX →Choose a stock to compare with HTO →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own HTO, latest filings →Back to the 13F Explorer →