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Essential Utilities (WTRG) Institutional Ownership

Essential Utilities logo
$41.30 -0.05 (-0.11%)
Closing price 10/17/2025 03:59 PM Eastern
Extended Trading
$41.26 -0.04 (-0.09%)
As of 10/17/2025 06:30 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)
421
Total
Institutional Inflows
(last 12 months)
$1.58B
Number of
Institutional Sellers
(last 12 months)
306
Total
Institutional Outflows
(last 12 months)
$1.01B
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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
10/17/2025Boston Trust Walden Corp2,624,985$104.74M0.8%+3.1%0.936%
10/17/2025HM Payson & Co.116,608$4.65M0.1%+0.2%0.042%
10/17/2025Ethic Inc.25,489$1.02M0.0%+7.6%0.009%
10/17/2025Deprince Race & Zollo Inc.369,606$14.75M0.3%+0.1%0.132%
10/17/2025Apella Capital LLC8,346$345K0.0%+3.2%0.003%
10/16/2025 Tower View Wealth Management LLC1,353$54K0.0%-33.2%0.000%
10/16/2025 Covea Finance109,400$4.37M0.2%+66.3%0.039%
10/15/2025 CWM LLC40,152$1.60M0.0%+156.0%0.014%
10/15/2025 Pacer Advisors Inc.47,957$1.91M0.0%N/A0.017%
10/15/2025 Spirit of America Management Corp NY32,600$1.30M0.3%+15.0%0.012%
10/15/2025 Inspire Investing LLC21,408$854K0.1%+46.2%0.008%
10/15/2025 Bar Harbor Wealth Management5,068$202K0.0%N/A0.002%
10/15/2025 Alpine Woods Capital Investors LLC75,814$3.03M0.7%+12.1%0.027%
10/15/2025 Swedbank AB373,631$14.91M0.0%+0.4%0.133%
10/15/2025 Vontobel Holding Ltd.99,511$3.97M0.0%+1.7%0.035%
10/15/2025 IFM Investors Pty Ltd70,781$2.73M0.0%+1.1%0.025%
10/14/2025 Yousif Capital Management LLC90,526$3.61M0.0%+0.9%0.032%
10/14/2025 Farther Finance Advisors LLC11,389$454K0.0%+64.9%0.004%
10/14/2025 HBK Sorce Advisory LLC8,664$356K0.0%+6.3%0.003%
10/14/2025 Exchange Traded Concepts LLC59,675$2.38M0.0%-6.9%0.021%
10/14/2025 Brighton Jones LLC18,182$725K0.0%+34.9%0.006%
10/10/2025 Sound Income Strategies LLC873$35K0.0%-67.4%0.000%
10/10/2025 Flputnam Investment Management Co.514,296$20.52M0.3%+14.3%0.183%
10/9/2025 Secure Asset Management LLC48,847$1.90M0.3%+41.7%0.017%
10/9/2025 AdvisorNet Financial Inc101,251$4.04M0.2%-0.3%0.036%
10/9/2025 Toth Financial Advisory Corp127,799$5.10M0.5%+15.9%0.046%
10/9/2025 Voya Investment Management LLC27,363$1.09M0.0%-21.8%0.010%
10/9/2025 Whalen Wealth Management Inc.7,263$290K0.2%N/A0.003%
10/8/2025 Peoples Bank KS14,003$559K0.6%-10.2%0.005%
10/7/2025 Assenagon Asset Management S.A.215,240$8.59M0.0%+40.2%0.077%
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%
(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, 662 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 550 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), Pathway Financial Advisers LLC ($2.48M), Boston Trust Walden Corp ($2.46M), 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 42,254,430 shares in the last 24 months. This purchase volume represents approximately $1.58B in transactions.

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

Of the 304 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 27,125,773 shares in the last 24 months. This volume of shares sold represents approximately $1.01B in transactions.


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This page (NYSE:WTRG) was last updated on 10/19/2025 by MarketBeat.com Staff
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