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Essential Utilities (WTRG) Institutional Ownership

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$38.84 +0.41 (+1.07%)
As of 12:49 PM Eastern
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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)
384
Total
Institutional Inflows
(last 12 months)
$1.23B
Number of
Institutional Sellers
(last 12 months)
297
Total
Institutional Outflows
(last 12 months)
$622.29M
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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
8/7/2025Vise Technologies Inc.25,802$958K0.0%N/A0.009%
8/7/2025Allworth Financial LP192,104$7.14M0.0%+1.8%0.068%
8/7/2025ProShare Advisors LLC830,786$30.86M0.1%-11.0%0.296%
8/7/2025Campbell & CO Investment Adviser LLC70,943$2.64M0.2%+9.2%0.025%
8/7/2025Magellan Asset Management Ltd199,359$7.40M0.1%-0.5%0.071%
8/7/2025Aviva PLC379,195$14.08M0.0%-54.8%0.135%
8/6/2025 AGF Management Ltd.78,564$2.92M0.0%N/A0.028%
8/6/2025Summit Investment Advisors Inc.69,039$2.73M2.2%-24.1%0.025%
8/6/2025 AE Wealth Management LLC12,070$448K0.0%+17.7%0.004%
8/6/2025 Metis Global Partners LLC12,932$480K0.0%N/A0.005%
8/6/2025 Cbre Investment Management Listed Real Assets LLC2,360,631$87.67M1.3%+8.9%0.842%
8/6/2025 Savant Capital LLC14,861$552K0.0%N/A0.005%
8/6/2025 Modera Wealth Management LLC12,341$458K0.0%-3.9%0.004%
8/6/2025 Cetera Trust Company N.A6,920$257K0.2%+9.4%0.002%
8/6/2025 SouthState Corp701$26K0.0%+834.7%0.000%
8/6/2025 Resona Asset Management Co. Ltd.78,813$2.93M0.0%-4.4%0.028%
8/6/2025 Trillium Asset Management LLC60,825$2.26M0.1%-4.5%0.022%
8/6/2025 Moors & Cabot Inc.27,923$1.04M0.0%-2.4%0.010%
8/5/2025 Bridgewater Advisors Inc.54,423$1.99M0.2%+1.2%0.019%
8/5/2025 Bank of New York Mellon Corp2,679,144$99.50M0.0%+0.3%0.956%
8/5/2025 Bank of Montreal Can146,873$5.46M0.0%-2.2%0.052%
8/5/2025 State of Michigan Retirement System69,371$2.58M0.0%+2.2%0.025%
8/5/2025 Cambiar Investors LLC205,748$7.64M0.3%-15.8%0.073%
8/4/2025 BLB&B Advisors LLC55,123$2.05M0.1%-3.0%0.020%
8/4/2025 Amalgamated Bank118,513$4.40M0.0%+2.3%0.042%
8/4/2025 Atria Investments Inc19,350$719K0.0%N/A0.007%
8/4/2025 Retirement Systems of Alabama359,325$13.35M0.0%+2.2%0.128%
8/4/2025 Keybank National Association OH15,130$562K0.0%+2.8%0.005%
8/4/2025 Hantz Financial Services Inc.2,994$111K0.0%+1,042.7%0.001%
8/4/2025 ELCO Management Co. LLC12,896$479K0.3%-12.1%0.005%
8/4/2025 Quaker Wealth Management LLC12,259$455K0.2%-200.1%0.004%
8/1/2025 New York Life Investment Management LLC26,620$989K0.0%-12.9%0.009%
8/1/2025 Teacher Retirement System of Texas39,740$1.48M0.0%+4.2%0.014%
8/1/2025 Y Intercept Hong Kong Ltd34,514$1.28M0.0%N/A0.012%
8/1/2025 Koss Olinger Consulting LLC26,816$996K0.1%-3.0%0.010%
7/31/2025 Ingalls & Snyder LLC16,103$598K0.0%+19.6%0.006%
7/31/2025 Brighton Jones LLC13,483$501K0.0%-25.6%0.005%
7/31/2025 Sumitomo Mitsui Trust Group Inc.543,918$20.20M0.0%+1.3%0.194%
7/31/2025 Asset Management One Co. Ltd.103,917$3.86M0.0%-1.1%0.037%
7/30/2025 First Citizens Bank & Trust Co.12,749$473K0.0%N/A0.005%
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7/30/2025 Ethic Inc.23,681$874K0.0%-61.5%0.008%
7/30/2025 Exencial Wealth Advisors LLC9,901$368K0.0%N/A0.004%
7/30/2025 D.A. Davidson & CO.14,760$548K0.0%-1.8%0.005%
7/30/2025 Blume Capital Management Inc.1,947$72K0.0%-45.1%0.001%
7/30/2025 Cullen Frost Bankers Inc.29,033$1.08M0.0%-4.4%0.010%
7/30/2025 Aurora Investment Counsel70,592$2.62M1.4%+1.7%0.025%
7/30/2025 Securian Asset Management Inc.19,641$729K0.0%+2.8%0.007%
7/30/2025 Phoenix Financial Ltd.7,858$292K0.0%-6.7%0.003%
7/30/2025 DekaBank Deutsche Girozentrale353,836$13.08M0.0%-0.3%0.126%
7/30/2025 Alan B Lancz & Associates Inc.9,684$360K0.4%N/A0.003%
7/29/2025 John G Ullman & Associates Inc.266,002$9.88M1.5%+2.0%0.095%
7/29/2025 Mutual of America Capital Management LLC128,260$4.76M0.1%-1.4%0.046%
7/29/2025 Spirit of America Management Corp NY28,350$1.05M0.2%+20.1%0.010%
7/29/2025 Stanley Laman Group Ltd.6,144$228K0.0%+19.8%0.002%
7/29/2025 Stratos Wealth Partners LTD.5,644$210K0.0%N/A0.002%
7/29/2025 Private Trust Co. NA2,416$90K0.0%-51.4%0.001%
7/29/2025 Nordea Investment Management AB7,150,259$263.63M0.2%-3.0%2.551%
7/29/2025 Praxis Investment Management Inc.15,970$593K0.0%-32.4%0.006%
7/28/2025 Tower Wealth Partners Inc.6,007$223K0.1%-7.0%0.002%
7/28/2025 Allianz Asset Management GmbH1,647,146$61.18M0.1%+1.1%0.588%
7/28/2025 New York State Teachers Retirement System275,906$10.25M0.0%+9.7%0.098%
7/28/2025 Generali Asset Management SPA SGR37,745$1.40M0.0%+3.8%0.013%
7/28/2025 AEGON ASSET MANAGEMENT UK Plc900,380$33.42M0.4%+18.4%0.321%
7/28/2025 Hamilton Point Investment Advisors LLC131,025$4.87M0.8%-2.0%0.047%
7/28/2025 Boston Trust Walden Corp2,544,883$94.52M0.7%+2.7%0.908%
7/28/2025 TD Asset Management Inc147,976$5.50M0.0%-3.8%0.053%
7/28/2025 Wilmington Savings Fund Society FSB46,014$1.71M0.0%-14.2%0.016%
7/28/2025 Axxcess Wealth Management LLC21,313$792K0.0%-1.4%0.008%
7/28/2025 Alpine Woods Capital Investors LLC67,629$2.51M0.6%+6.7%0.024%
7/25/2025 Community Bank N.A.24,706$917K0.1%+3.3%0.009%
7/25/2025 NorthRock Partners LLC6,099$227K0.0%+10.3%0.002%
7/25/2025 Envestnet Portfolio Solutions Inc.14,336$532K0.0%N/A0.005%
7/25/2025 Sequoia Financial Advisors LLC29,905$1.11M0.0%-7.5%0.011%
7/25/2025 Mitchell Sinkler & Starr PA13,167$489K0.2%-5.3%0.005%
7/25/2025 CWM LLC15,687$583K0.0%+33.5%0.006%
7/25/2025 Vanguard Personalized Indexing Management LLC42,865$1.59M0.0%+4.3%0.015%
7/25/2025 Johnson Investment Counsel Inc.7,488$278K0.0%+5.4%0.003%
7/24/2025 Folger Nolan Fleming Douglas Capital Management Inc.203,603$7.56M0.8%+1.6%0.073%
7/24/2025 Inspire Investing LLC14,647$544K0.1%+80.1%0.005%
7/24/2025 Aberdeen Group plc157,084$5.76M0.0%+4.4%0.056%
7/24/2025 Costello Asset Management INC101,844$3.78M1.4%-2.4%0.036%
7/24/2025 Blair William & Co. IL24,011$892K0.0%+3.8%0.009%
7/24/2025 US Bancorp DE15,179$564K0.0%+6.6%0.005%
7/23/2025 Vontobel Holding Ltd.97,889$3.64M0.0%-3.1%0.035%
7/23/2025 Maryland State Retirement & Pension System245,821$9.13M0.2%+8.8%0.088%
7/23/2025 Louisiana State Employees Retirement System72,600$2.70M0.0%+2.5%0.026%
7/23/2025 Kingswood Wealth Advisors LLC5,524$205K0.0%-40.1%0.002%
7/22/2025 Wealthcare Advisory Partners LLC25,724$955K0.0%+1.9%0.009%
7/22/2025 AMF Tjanstepension AB124,096$4.61M0.0%+17.6%0.044%
7/21/2025 111 Capital13,984$519K0.1%N/A0.005%
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7/21/2025 Hennessy Advisors Inc.122,200$4.54M0.2%-27.2%0.044%
7/21/2025 QRG Capital Management Inc.16,625$617K0.0%+13.7%0.006%
7/21/2025 Synergy Asset Management LLC51,878$1.93M0.2%-59.7%0.019%
7/21/2025 First National Bank & Trust Co. of Newtown107,964$4.01M0.8%-1.8%0.039%
7/21/2025 TFG Advisers LLC28,182$1.05M0.4%-2.0%0.010%
7/21/2025 Kennebec Savings Bank848$31K0.0%N/A0.000%
7/21/2025 ASR Vermogensbeheer N.V.79,987$2.97M0.0%+378.6%0.029%
7/18/2025 Robeco Institutional Asset Management B.V.33,005$1.23M0.0%-26.5%0.012%
7/18/2025 First Pacific Financial15,702$583K0.1%-7.8%0.006%
7/18/2025 Institute for Wealth Management LLC.10,062$374K0.0%-5.2%0.004%
(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, 657 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 ($263.63M), Pictet Asset Management Holding SA ($244.30M), Amundi ($218.53M), 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 541 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 ($5.43M), Nordea Investment Management AB ($4.38M), Vanguard Group Inc. ($3.17M), 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 33,665,548 shares in the last 24 months. This purchase volume represents approximately $1.26B in transactions.

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

Of the 295 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), Millennium Management LLC ($1.23M), Pathway Financial Advisers LLC ($1.22M), Bank of Montreal Can ($1.01M), FMR LLC ($664.88K), Principal Financial Group Inc. ($561.95K), and Point72 Asset Management L.P. ($541.63K).

How much institutional selling is happening at Essential Utilities?

Institutional investors have sold a total of 16,580,504 shares in the last 24 months. This volume of shares sold represents approximately $623.14M in transactions.



This page (NYSE:WTRG) was last updated on 8/8/2025 by MarketBeat.com Staff
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