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Essential Utilities (WTRG) Institutional Ownership

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$39.38 +0.82 (+2.11%)
Closing price 10/3/2025 03:59 PM Eastern
Extended Trading
$39.00 -0.38 (-0.98%)
As of 10/3/2025 07:15 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.
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Institutional Ownership Changes (13F Filings) for Essential Utilities (NYSE:WTRG)

Current
Institutional Ownership
Percentage
74.78%
Number of
Institutional Buyers
(last 12 months)
422
Total
Institutional Inflows
(last 12 months)
$1.57B
Number of
Institutional Sellers
(last 12 months)
306
Total
Institutional Outflows
(last 12 months)
$1.02B
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WTRG Institutional Buying and Selling by Quarter

Essential Utilities Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/3/2025 Aaron Wealth Advisors LLC5,932$237K0.0%N/A0.002%
10/2/2025 GAMMA Investing LLC8,361$334K0.0%+76.1%0.003%
10/1/2025 Rowlandmiller & PARTNERS.ADV8,345$333K0.1%-38.7%0.003%
9/26/2025Corient Private Wealth LLC34,064$1.27M0.0%-16.4%0.012%
9/24/2025Texas Permanent School Fund Corp97,665$3.63M0.0%-18.2%0.035%
8/26/2025Thrivent Financial for Lutherans139,484$5.18M0.0%+10.4%0.050%
8/21/2025Pathway Financial Advisers LLC32,181$1.20M0.4%-3.4%0.011%
8/19/2025Marex Group plc6,960$258K0.0%N/A0.002%
8/19/2025Anchor Investment Management LLC6,848$254K0.0%+5.0%0.002%
8/18/2025Nomura Holdings Inc.12,693$471K0.0%+5.6%0.005%
8/15/2025CANADA LIFE ASSURANCE Co398,459$14.81M0.0%+3.5%0.142%
8/15/2025Tower Research Capital LLC TRC 6,023$224K0.0%-57.4%0.002%
8/15/2025State of Tennessee Department of Treasury117,929$4.38M0.0%+24.4%0.042%
8/15/2025Captrust Financial Advisors23,256$864K0.0%-3.1%0.008%
8/15/2025Vident Advisory LLC5,541$206K0.0%-40.1%0.002%
8/15/2025Tidal Investments LLC16,361$608K0.0%N/A0.006%
8/15/2025Resolution Capital Ltd23,844$886K0.0%-35.5%0.009%
8/15/2025Oxford Asset Management LLP33,680$1.25M0.5%N/A0.012%
8/15/2025Man Group plc35,999$1.34M0.0%N/A0.013%
8/15/2025Meiji Yasuda Asset Management Co Ltd.260,847$9.69M0.5%-8.6%0.093%
8/15/2025Modern Wealth Management LLC6,291$234K0.0%N/A0.002%
8/15/2025Holocene Advisors LP223,538$8.30M0.0%+24.3%0.080%
8/15/2025Energy Income Partners LLC683,391$25.38M0.5%-5.2%0.244%
8/15/2025Engineers Gate Manager LP38,759$1.44M0.0%+171.3%0.014%
8/15/2025Cubist Systematic Strategies LLC275,624$10.24M0.0%N/A0.098%
8/15/2025BI Asset Management Fondsmaeglerselskab A S10,807$401K0.0%+34.4%0.004%
8/15/2025BNP Paribas Financial Markets311,153$11.56M0.0%+88.6%0.111%
8/15/2025Boothbay Fund Management LLC5,841$217K0.0%-20.6%0.002%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp41,168$1.53M0.0%-17.5%0.015%
8/15/2025BTG Pactual Asset Management US LLC99,486$3.70M0.4%N/A0.035%
8/15/2025Brevan Howard Capital Management LP24,843$923K0.0%N/A0.009%
8/15/2025Balyasny Asset Management L.P.1,271,201$47.21M0.1%+1,572.4%0.453%
8/15/2025Bank of America Corp DE1,336,424$49.64M0.0%+73.2%0.476%
8/15/2025Adage Capital Partners GP L.L.C.425,000$15.78M0.0%N/A0.152%
8/15/2025Ameriprise Financial Inc.377,675$14.03M0.0%+2.9%0.135%
8/15/2025AQR Capital Management LLC717,716$26.54M0.0%+851.4%0.256%
8/14/2025California State Teachers Retirement System804,835$29.89M0.0%-14.5%0.287%
8/14/2025Raymond James Financial Inc.302,223$11.23M0.0%-9.5%0.108%
8/14/2025Canada Pension Plan Investment Board11,661,095$433.09M0.4%-46.2%4.158%
8/14/2025Quantinno Capital Management LP71,428$2.65M0.0%+114.3%0.025%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.13,313$494K0.0%+3.5%0.005%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main143,325$5.32M0.0%-63.0%0.051%
8/14/2025Alliancebernstein L.P.339,957$12.63M0.0%+0.4%0.121%
8/14/2025Treasurer of the State of North Carolina128,748$4.78M0.0%+11.7%0.046%
8/14/2025Glenview Trust co6,978$259K0.0%+29.4%0.002%
8/14/2025The Manufacturers Life Insurance Company 199,208$7.40M0.0%-4.0%0.071%
8/14/2025Sei Investments Co.75,924$2.82M0.0%-56.0%0.027%
8/14/2025NewEdge Advisors LLC29,033$1.08M0.0%-2.2%0.010%
8/14/2025Investment Management Corp of Ontario6,421$238K0.0%-13.5%0.002%
8/14/2025iSAM Funds UK Ltd41,012$1.52M0.3%+178.3%0.015%
8/14/2025AXA S.A.147,341$5.47M0.0%+5.1%0.053%
8/14/2025State Street Corp12,950,256$480.97M0.0%-1.5%4.617%
8/14/2025Daiwa Securities Group Inc.26,104$970K0.0%+5.1%0.009%
8/14/2025Thematics Asset Management412,726$15.33M0.7%-6.8%0.147%
8/14/2025Vega Investment Solutions1,150$43K0.0%-50.3%0.000%
8/14/2025Natixis59,240$2.20M0.0%N/A0.021%
8/14/2025Bank of Nova Scotia19,776$734K0.0%+99.5%0.007%
8/14/2025California Public Employees Retirement System1,003,032$37.25M0.0%-9.9%0.358%
8/14/2025Cerity Partners LLC36,572$1.36M0.0%+12.3%0.013%
8/13/2025Gabelli Funds LLC545,350$20.25M0.1%-1.1%0.194%
8/13/2025Cresset Asset Management LLC7,447$277K0.0%-5.3%0.003%
8/13/2025Brown Advisory Inc.101,023$3.75M0.0%-2.0%0.036%
8/13/2025Amundi5,637,022$219.00M0.1%+2.7%2.010%
8/13/2025Epoch Investment Partners Inc.1,185,401$44.03M0.2%+0.6%0.423%
8/13/2025Baird Financial Group Inc.124,861$4.64M0.0%+1.1%0.045%
8/13/2025First Trust Advisors LP4,158,376$154.44M0.1%+0.0%1.483%
8/13/2025Kennedy Capital Management LLC66,334$2.46M0.1%-5.3%0.024%
8/13/2025Guggenheim Capital LLC110,849$4.12M0.0%+26.9%0.040%
8/13/2025EverSource Wealth Advisors LLC2,747$102K0.0%+168.3%0.001%
8/13/2025Invesco Ltd.3,502,380$130.08M0.0%-0.5%1.249%
8/13/2025CW Advisors LLC8,671$322K0.0%N/A0.003%
8/13/2025Benedict Financial Advisors Inc.66,026$2.45M0.6%-10.8%0.024%
8/13/2025PharVision Advisers LLC6,535$243K0.3%N/A0.002%
8/13/2025Groupe la Francaise9,167$340K0.0%N/A0.003%
8/13/2025Arrowstreet Capital Limited Partnership265,997$9.88M0.0%+66.5%0.095%
8/13/2025Westerkirk Capital Inc.15,900$591K0.1%N/A0.006%
8/13/2025M&T Bank Corp40,962$1.52M0.0%+4.5%0.015%
8/13/2025Shelton Capital Management47,676$1.77M0.0%-3.7%0.017%
8/13/2025Bernardo Wealth Planning LLC11,626$432K0.1%+2.6%0.004%
8/13/2025Lido Advisors LLC23,967$890K0.0%-11.7%0.009%
8/13/2025New York State Common Retirement Fund569,985$21.17M0.0%+1.2%0.203%
8/13/2025Norges Bank2,755,714$102.35M0.0%N/A0.983%
8/13/2025Hsbc Holdings PLC77,342$2.87M0.0%-6.1%0.028%
8/13/2025Northwestern Mutual Wealth Management Co.32,643$1.21M0.0%+6.9%0.012%
8/13/2025Grantham Mayo Van Otterloo & Co. LLC18,930$703K0.0%+1.4%0.007%
8/13/2025State Board of Administration of Florida Retirement System271,003$10.07M0.0%+1.0%0.097%
8/13/2025Korea Investment CORP135,329$5.03M0.0%+226.7%0.048%
8/13/2025Quadrant Capital Group LLC18,480$686K0.0%+5.8%0.007%
8/13/2025Vinva Investment Management Ltd18,036$666K0.0%+149.6%0.006%
8/13/2025Russell Investments Group Ltd.238,155$8.84M0.0%+14.7%0.085%
8/12/2025Inceptionr LLC16,115$599K0.1%+104.4%0.006%
8/12/2025J.W. Cole Advisors Inc.41,051$1.53M0.0%+36.1%0.015%
8/12/2025Manchester Capital Management LLC19,186$713K0.1%-4.2%0.007%
8/12/2025Elo Mutual Pension Insurance Co30,380$1.13M0.0%N/A0.011%
8/12/2025Advisors Asset Management Inc.29,011$1.08M0.0%+76.9%0.010%
8/12/2025XTX Topco Ltd12,510$465K0.0%-71.5%0.004%
8/12/2025Steward Partners Investment Advisory LLC40,625$1.51M0.0%+3.0%0.014%
8/12/2025Ameritas Investment Partners Inc.69,361$2.58M0.1%+0.5%0.025%
8/12/2025Jefferies Financial Group Inc.95,235$3.54M0.0%+163.1%0.034%
8/12/2025Prudential Financial Inc.53,820$2.06M0.0%+111.6%0.019%
(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, 666 institutional investors and hedge funds held shares of Essential Utilities. The most heavily invested institutionals were Vanguard Group Inc. ($1.13B), State Street Corp ($480.97M), Canada Pension Plan Investment Board ($433.09M), Nordea Investment Management AB ($263.63M), Pictet Asset Management Holding SA ($244.30M), Amundi ($219.00M), and Geode Capital Management LLC ($175.31M).Learn more on Essential Utilities' 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 557 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: Norges Bank ($8.19M), Nordea Investment Management AB ($4.38M), Vanguard Group Inc. ($3.86M), Boston Trust Walden Corp ($2.54M), Pathway Financial Advisers LLC ($2.48M), Maple Brown Abbott Ltd ($2.38M), and Pictet Asset Management Holding SA ($1.60M).

How much institutional buying is happening at Essential Utilities?

Institutional investors have bought a total of 41,931,296 shares in the last 24 months. This purchase volume represents approximately $1.57B in transactions.

Which of Essential Utilities' major shareholders have been selling company stock?

Of the 306 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: Canada Pension Plan Investment Board ($10M), Amundi ($2.34M), Millennium Management LLC ($1.23M), Pathway Financial Advisers LLC ($1.22M), JPMorgan Chase & Co. ($760.16K), FMR LLC ($664.88K), and Principal Financial Group Inc. ($561.95K).

How much institutional selling is happening at Essential Utilities?

Institutional investors have sold a total of 27,228,301 shares in the last 24 months. This volume of shares sold represents approximately $1.02B in transactions.


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This page (NYSE:WTRG) was last updated on 10/6/2025 by MarketBeat.com Staff
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