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Essential Utilities (WTRG) Institutional Ownership

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$38.87 +0.31 (+0.80%)
Closing price 05/23/2025 03:59 PM Eastern
Extended Trading
$38.78 -0.09 (-0.23%)
As of 05/23/2025 07:25 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Essential Utilities (NYSE:WTRG)

Current
Institutional Ownership
Percentage
74.78%
Number of
Institutional Buyers
(last 12 months)
379
Total
Institutional Inflows
(last 12 months)
$1.23B
Number of
Institutional Sellers
(last 12 months)
294
Total
Institutional Outflows
(last 12 months)
$600.84M
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WTRG Institutional Buying and Selling by Quarter

Essential Utilities Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 IFM Investors Pty Ltd74,285$2.94M0.0%-17.3%0.026%
5/20/2025 Belpointe Asset Management LLC17,057$674K0.0%-4.7%0.006%
5/20/2025 Focus Partners Wealth22,322$882K0.0%+4.9%0.008%
5/20/2025 Glenview Trust co5,392$213K0.0%N/A0.002%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,438,783$96.41M0.0%+3.9%0.870%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.285,309$11.28M0.5%+1,924.2%0.104%
5/16/2025 Goldman Sachs Group Inc.943,797$37.31M0.0%+122.7%0.343%
5/16/2025 Jones Financial Companies Lllp144,791$5.87M0.0%-39.7%0.053%
5/16/2025 Dynamic Technology Lab Private Ltd22,227$879K0.1%N/A0.008%
5/16/2025 Resolution Capital Ltd36,948$1.46M0.0%-28.3%0.013%
5/16/2025 NFJ Investment Group LLC176,496$6.98M0.2%-7.6%0.064%
5/16/2025 Nissay Asset Management Corp Japan ADV32,175$1.27M0.0%+1.0%0.012%
5/16/2025 NewEdge Advisors LLC29,674$1.17M0.0%+1.8%0.011%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.12,861$508K0.0%+7.8%0.005%
5/16/2025 Integrated Wealth Concepts LLC5,409$214K0.0%-18.0%0.002%
5/16/2025 AQR Capital Management LLC75,439$2.97M0.0%-69.4%0.027%
5/16/2025 Advisors Asset Management Inc.16,400$648K0.0%-14.5%0.006%
5/16/2025 Amundi5,490,062$218.53M0.1%-19.3%1.993%
5/15/2025 EP Wealth Advisors LLC8,303$328K0.0%-10.0%0.003%
5/15/2025 First Manhattan CO. LLC.154,621$6.11M0.0%-14.0%0.056%
5/15/2025 Flputnam Investment Management Co.85,580$3.38M0.1%N/A0.031%
5/15/2025 Royal Bank of Canada498,669$19.71M0.0%+28.2%0.181%
5/15/2025 ICW Investment Advisors LLC5,430$215K0.1%N/A0.002%
5/15/2025 Energy Income Partners LLC720,884$28.50M0.5%+3.6%0.262%
5/15/2025 Quarry LP3,275$129K0.0%+656.4%0.001%
5/15/2025 Nomura Holdings Inc.12,017$475K0.0%-73.5%0.004%
5/15/2025 Certior Financial Group LLC5,360$212K0.2%N/A0.002%
5/15/2025 Baird Financial Group Inc.123,557$4.88M0.0%+19.2%0.045%
5/15/2025 Vident Advisory LLC9,256$366K0.0%N/A0.003%
5/15/2025 Evergreen Capital Management LLC8,016$317K0.0%-15.8%0.003%
5/15/2025 Trexquant Investment LP40,631$1.61M0.0%N/A0.015%
5/15/2025 OMERS ADMINISTRATION Corp9,312$368K0.0%-14.2%0.003%
5/14/2025 Truvestments Capital LLC1,406$56K0.0%+27.6%0.001%
5/14/2025 Epoch Investment Partners Inc.1,177,943$46.56M0.2%-1.6%0.428%
5/14/2025 WealthTrust Axiom LLC12,048$476K0.1%N/A0.004%
5/14/2025 Corebridge Financial Inc.279,048$11.03M0.1%-2.4%0.101%
5/14/2025 Comerica Bank78,421$3.10M0.0%-10.6%0.028%
5/14/2025 MetLife Investment Management LLC140,277$5.55M0.0%-1.5%0.051%
5/14/2025 Walleye Capital LLC6,517$258K0.0%N/A0.002%
5/14/2025 Campbell & CO Investment Adviser LLC64,955$2.57M0.2%N/A0.024%
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5/14/2025 Jump Financial LLC7,612$301K0.0%N/A0.003%
5/14/2025 Cbre Investment Management Listed Real Assets LLC2,166,797$85.65M1.3%+6.1%0.786%
5/14/2025 APG Asset Management N.V.193,703$7.09M0.0%-11.9%0.070%
5/14/2025 Northwestern Mutual Wealth Management Co.30,549$1.21M0.0%+11.5%0.011%
5/14/2025 Haverford Trust Co24,531$970K0.0%-9.8%0.009%
5/14/2025 Kestra Advisory Services LLC26,982$1.07M0.0%-26.4%0.010%
5/14/2025 Allstate Corp16,111$637K0.0%+94.9%0.006%
5/14/2025 Gitterman Wealth Management LLC11,515$455K0.1%+12.4%0.004%
5/14/2025 Compound Planning Inc.11,466$453K0.0%+27.8%0.004%
5/14/2025 Candriam S.C.A.333,404$13.18M0.1%-4.3%0.121%
5/14/2025 Dorsey & Whitney Trust CO LLC9,071$359K0.0%-3.1%0.003%
5/14/2025 Credit Agricole S A30,829$1.22M0.0%-12.9%0.011%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.6,673$263K0.0%N/A0.002%
5/14/2025 Van Lanschot Kempen Investment Management N.V.3,362$133K0.0%-12.9%0.001%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S8,041$318K0.0%-19.5%0.003%
5/14/2025 Hsbc Holdings PLC82,343$3.25M0.0%-30.9%0.030%
5/14/2025 Lee Financial Co24,156$955K0.1%-11.0%0.009%
5/14/2025 Quantbot Technologies LP8,513$337K0.0%N/A0.003%
5/14/2025 Korea Investment CORP41,429$1.64M0.0%-52.4%0.015%
5/13/2025 Northern Trust Corp3,218,314$127.22M0.0%-3.4%1.168%
5/13/2025 Brooklyn Investment Group1,360$54K0.0%+101.8%0.000%
5/13/2025 Northwest & Ethical Investments L.P.32,627$1.29M0.0%+42.0%0.012%
5/13/2025 Cambiar Investors LLC244,329$9.66M0.4%-9.0%0.089%
5/13/2025 Raymond James Financial Inc.333,965$13.20M0.0%+64.3%0.121%
5/13/2025 Cresset Asset Management LLC7,862$311K0.0%+7.4%0.003%
5/13/2025 State of New Jersey Common Pension Fund D75,984$3.00M0.0%-2.6%0.028%
5/13/2025 American Century Companies Inc.126,646$5.01M0.0%+4.2%0.046%
5/13/2025 Ethic Inc.61,575$2.44M0.0%+6.2%0.022%
5/13/2025 Aberdeen Group plc150,410$5.92M0.0%-14.4%0.055%
5/13/2025 Fox Run Management L.L.C.27,386$1.08M0.2%N/A0.010%
5/13/2025 Kovitz Investment Group Partners LLC5,276$209K0.0%N/A0.002%
5/13/2025 Mitsubishi UFJ Asset Management UK Ltd.2,000$79K0.0%-50.0%0.001%
5/13/2025 Maple Brown Abbott Ltd2,384,087$94.25M6.4%N/A0.865%
5/13/2025 National Pension Service950$38K0.0%+75.0%0.000%
5/13/2025 Russell Investments Group Ltd.207,565$8.20M0.0%+11.0%0.075%
5/13/2025 Prudential PLC10,110$400K0.0%-88.5%0.004%
5/13/2025 Resona Asset Management Co. Ltd.82,399$3.26M0.0%+7.2%0.030%
5/13/2025 HighTower Advisors LLC99,814$3.95M0.0%-1.7%0.036%
5/13/2025 Trillium Asset Management LLC63,692$2.52M0.1%-1.5%0.023%
5/12/2025 Nuveen LLC645,726$25.53M0.0%N/A0.234%
5/12/2025 Magellan Asset Management Ltd200,429$7.92M0.1%-2.3%0.073%
5/12/2025 Invesco Ltd.3,519,548$139.13M0.0%-4.6%1.277%
5/12/2025 Koss Olinger Consulting LLC27,632$1.09M0.1%+151.0%0.010%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.67,219$2.66M0.0%N/A0.024%
5/12/2025 Everett Harris & Co. CA15,000$593K0.0%+15.4%0.005%
5/12/2025 Forsta AP Fonden70,300$2.78M0.0%+0.9%0.026%
5/12/2025 Citigroup Inc.223,491$8.84M0.0%+177.8%0.081%
5/12/2025 LaSalle St. Investment Advisors LLC6,301$249K0.1%-18.8%0.002%
5/12/2025 Swiss National Bank735,700$29.08M0.0%+0.2%0.267%
5/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.212,871$8.42M0.0%+18.7%0.077%
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5/12/2025 Maryland State Retirement & Pension System226,027$8.94M0.2%+1.5%0.082%
5/9/2025 CenterBook Partners LP11,580$458K0.0%-39.1%0.004%
5/9/2025 Headlands Technologies LLC777$31K0.0%N/A0.000%
5/9/2025 Deutsche Bank AG713,737$28.21M0.0%+1.7%0.259%
5/9/2025 Chicago Partners Investment Group LLC5,599$230K0.0%N/A0.002%
5/9/2025 Charles Schwab Investment Management Inc.2,103,777$83.16M0.0%+1.5%0.764%
5/9/2025 ASR Vermogensbeheer N.V.16,713$661K0.0%N/A0.006%
5/9/2025 Vanguard Group Inc.29,713,646$1.17B0.0%-1.2%10.784%
5/9/2025 Wealthspire Advisors LLC16,322$645K0.0%+2.0%0.006%
5/9/2025 Empower Advisory Group LLC1,685,205$66.62M0.2%+1.5%0.612%
(Data available from 1/1/2016 forward)

WTRG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTRG shares?

During the previous two years, 659 institutional investors and hedge funds held shares of Essential Utilities. The most heavily invested institutionals were BlackRock Inc. ($1.20B), Vanguard Group Inc. ($1.17B), State Street Corp ($480.82M), Nordea Investment Management AB ($247.13M), Pictet Asset Management Holding SA ($244.30M), Amundi ($218.53M), and Geode Capital Management LLC ($156.53M).Learn more on WTRG's institutional investors.

What percentage of Essential Utilities stock is owned by institutional investors?

74.78% of Essential Utilities stock is owned by institutional investors. Learn more on WTRG's institutional investor holdings.

Which institutional investors have been buying Essential Utilities stock?

Of the 533 institutional investors that purchased Essential Utilities stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($10.49M), Norges Bank ($5.43M), Nordea Investment Management AB ($4.38M), Vanguard Group Inc. ($3.17M), Pathway Financial Advisers LLC ($2.48M), Boston Trust Walden Corp ($2.47M), and Maple Brown Abbott Ltd ($2.38M).

How much institutional buying is happening at Essential Utilities?

Institutional investors have bought a total of 66,463,200 shares in the last 24 months. This purchase volume represents approximately $2.52B in transactions.

Which Essential Utilities major shareholders have been selling company stock?

Of the 398 institutional investors that sold Essential Utilities stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Amundi ($2.34M), Cohen & Steers Inc. ($1.81M), Millennium Management LLC ($1.23M), Pathway Financial Advisers LLC ($1.22M), Bank of Montreal Can ($1.01M), Franklin Resources Inc. ($939.13K), and Principal Financial Group Inc. ($720.70K).

How much institutional selling is happening at Essential Utilities?

Institutional investors have sold a total of 27,391,594 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.



This page (NYSE:WTRG) was last updated on 5/24/2025 by MarketBeat.com Staff
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