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Essential Utilities (WTRG) Institutional Ownership

Essential Utilities logo
$37.08 -0.46 (-1.22%)
As of 10:16 AM Eastern
This is a fair market value price provided by Massive. 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)
471
Total
Institutional Inflows
(last 12 months)
$2.11B
Number of
Institutional Sellers
(last 12 months)
309
Total
Institutional Outflows
(last 12 months)
$1.40B
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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
5/7/2026Koss Olinger Consulting LLC19,901$801K0.1%-3.1%0.007%
5/7/2026Swiss National Bank560,400$22.57M0.0%-25.0%0.198%
5/7/2026Heartland Advisors Inc.45,915$1.85M0.1%+0.9%0.016%
5/6/2026Aurora Investment Counsel70,684$2.85M1.6%-3.4%0.025%
5/6/2026California Public Employees Retirement System608,797$24.52M0.0%-20.6%0.215%
5/6/2026John G Ullman & Associates Inc.403,549$16.25M2.2%-0.5%0.142%
5/6/2026Hamilton Point Investment Advisors LLC132,090$5.32M0.8%-0.5%0.047%
5/6/2026Assetmark Inc.6,920$279K0.0%-5.4%0.002%
5/6/2026Clearstead Trust LLC1,888$76K0.0%-14.4%0.001%
5/5/2026 D.A. Davidson & CO.14,328$577K0.0%-5.7%0.005%
5/5/2026 Bank of New York Mellon Corp2,523,064$101.60M0.0%-8.2%0.891%
5/5/2026 Sanctuary Advisors LLC10,429$420K0.0%-7.0%0.004%
5/5/2026 Sterling Investment Advisors Ltd.25,908$1.04M0.2%-3.7%0.009%
5/5/2026 Sigma Planning Corp6,251$252K0.0%+5.3%0.002%
5/5/2026 Maryland State Retirement & Pension System268,046$10.79M0.2%-4.2%0.095%
5/4/2026 ABC Arbitrage SA113,982$4.59M0.6%-28.9%0.040%
5/4/2026 Bleakley Financial Group LLC10,810$435K0.0%+3.3%0.004%
5/4/2026 State of Michigan Retirement System68,071$2.74M0.0%+1.8%0.024%
5/4/2026 Principal Financial Group Inc.631,393$25.43M0.0%+3.3%0.223%
5/4/2026 Chicago Partners Investment Group LLC5,649$220K0.0%N/A0.002%
5/4/2026 Procyon Advisors LLC4,989$201K0.0%-43.0%0.002%
5/2/2026 UNIVEST FINANCIAL Corp5,179$209K0.0%N/A0.002%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS503,182$20.26M0.1%-10.1%0.178%
5/1/2026 Midwest Trust Co5,081$205K0.0%N/A0.002%
5/1/2026 Fifth Third Bancorp69,908$2.82M0.0%+1,464.3%0.025%
5/1/2026 Candriam S.C.A.155,805$6.27M0.0%-51.0%0.055%
5/1/2026 Sequoia Financial Advisors LLC39,274$1.58M0.0%-11.7%0.014%
4/30/2026 Hsbc Holdings PLC17,090$691K0.0%-81.6%0.006%
4/30/2026 First National Bank & Trust Co. of Newtown92,939$3.74M0.8%-10.0%0.033%
4/30/2026 Kestra Advisory Services LLC37,572$1.51M0.0%+24.7%0.013%
4/30/2026 Sumitomo Mitsui Trust Group Inc.45,031$1.81M0.0%-92.0%0.016%
4/30/2026 Oregon Public Employees Retirement Fund57,988$2.34M0.0%+3.2%0.020%
4/29/2026 Addison Capital Co29,978$1.21M0.2%-2.1%0.011%
4/28/2026 Praxis Investment Management Inc.16,832$678K0.0%+5.4%0.006%
4/28/2026 Evolution Wealth Management Inc.669$27K0.0%N/A0.000%
4/28/2026 QRG Capital Management Inc.22,871$921K0.0%+15.3%0.008%
4/27/2026 HB Wealth Management LLC18,204$733K0.0%+20.6%0.006%
4/27/2026 New York State Teachers Retirement System287,778$11.59M0.0%-3.0%0.102%
4/27/2026 Private Advisor Group LLC52,547$2.12M0.0%-20.0%0.019%
4/27/2026 Y Intercept Hong Kong Ltd113,084$4.55M0.1%+713.7%0.040%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund181,286$7.30M0.0%+165.3%0.064%
4/27/2026 Fideuram Intesa Sanpaolo Private Banking S.P.A.79,507$3.20M0.1%-18.9%0.028%
4/25/2026 Boston Trust Walden Corp2,481,448$99.93M0.8%-3.0%0.876%
4/25/2026 Keybank National Association OH9,159$369K0.0%-23.2%0.003%
4/24/2026 Root Financial Partners LLC1,030$41K0.0%+111.1%0.000%
4/24/2026 IFM Investors Pty Ltd20,049$807K0.0%-72.7%0.007%
4/24/2026 Key Financial Inc25,209$1.02M0.2%+5.9%0.009%
4/23/2026 Folger Nolan Fleming Douglas Capital Management Inc.213,511$8.60M0.8%+5.1%0.075%
4/23/2026 Pathway Financial Advisers LLC31,449$1.27M0.4%-1.5%0.011%
4/23/2026 NORTHSTAR ASSET MANAGEMENT Co6,500$262K0.1%-3.7%0.002%
4/23/2026 Inspire Investing LLC8,489$342K0.0%-5.2%0.003%
4/23/2026 Intrua Financial LLC6,058$244K0.0%-8.6%0.002%
4/23/2026 Coston McIsaac & Partners122,079$4.92M1.1%+6.0%0.043%
4/22/2026 Janney Montgomery Scott LLC165,144$6.65M0.0%-1.0%0.058%
4/22/2026 Trilogy Capital Inc.81,052$3.26M0.1%+0.7%0.029%
4/22/2026 Pictet Asset Management Holding SA3,605,451$145.20M0.2%-20.6%1.273%
4/22/2026 Sterling Capital Management LLC9,583$386K0.0%-42.4%0.003%
4/22/2026 Econ Financial Services Corp63,358$2.55M1.2%N/A0.022%
4/21/2026 Christine Messmer PC35,250$1.42M0.9%+8.5%0.012%
4/21/2026 Louisiana State Employees Retirement System82,000$3.30M0.1%N/A0.029%
4/20/2026 Fifth Third Wealth Advisors LLC8,153$328K0.0%+4.4%0.003%
4/20/2026 Assenagon Asset Management S.A.1,744,679$70.26M0.1%+611.4%0.616%
4/18/2026 CENTRAL TRUST Co9,464$381K0.0%-13.4%0.003%
4/18/2026 Bar Harbor Wealth Management5,019$202K0.0%N/A0.002%
4/17/2026 Krilogy Financial LLC5,479$212K0.0%N/A0.002%
4/17/2026 Kennebec Savings Bank848$34K0.0%-58.9%0.000%
4/17/2026 A. D. Beadell Investment Counsel Inc.76,790$3.09M2.0%+105.6%0.027%
4/17/2026 AdvisorNet Financial Inc232,652$9.37M0.5%-0.1%0.082%
4/17/2026 AGP Franklin LLC33,849$1.36M0.7%-12.7%0.012%
4/16/2026 SG Americas Securities LLC26,903$1.08M0.0%-49.3%0.009%
4/16/2026 Evolve Private Wealth LLC6,194$249K0.0%N/A0.002%
4/16/2026 AEGON ASSET MANAGEMENT UK Plc622,528$25.07M0.3%-22.4%0.220%
4/15/2026 Pullen Investment Management LLC12,381$499K0.3%+5.3%0.004%
3/17/2026Rockefeller Capital Management L.P.13,896$533K0.0%+26.1%0.005%
3/9/2026Corient Private Wealth LLC45,517$1.75M0.0%+10.6%0.016%
3/6/2026 Hsbc Holdings PLC92,828$3.56M0.0%-4.9%0.033%
3/3/2026 S Harris Financial Group LLC6,586$253K0.2%N/A0.002%
2/26/2026 Anchor Investment Management LLC5,567$214K0.0%-12.1%0.002%
2/24/2026Pacer Advisors Inc.33,844$1.30M0.0%-29.4%0.012%
2/23/2026Virtu Financial LLC181,511$6.96M0.3%N/A0.064%
2/19/2026Compound Planning Inc.11,613$445K0.0%+7.4%0.004%
2/19/2026Invesco Ltd.3,962,841$152.02M0.0%+0.8%1.400%
2/19/2026Corient Private Wealth LLC50,792$1.94M0.0%+23.4%0.018%
2/18/2026Alpine Woods Capital Investors LLC82,933$3.18M0.8%+9.4%0.029%
2/18/2026Mercer Global Advisors Inc. ADV54,880$2.11M0.0%+7.5%0.019%
2/18/2026Virtue Capital Management LLC5,484$212K0.0%N/A0.002%
2/18/2026Achmea Investment Management B.V.24,791$951K0.0%N/A0.009%
2/18/2026Vident Advisory LLC6,657$255K0.0%+19.5%0.002%
2/18/2026State of Tennessee Department of Treasury108,822$4.22M0.0%-14.6%0.038%
2/18/2026EP Wealth Advisors LLC8,066$309K0.0%N/A0.003%
2/18/2026XTX Topco Ltd139,884$5.37M0.1%N/A0.049%
2/18/2026Water Island Capital LLC36,646$1.41M0.2%N/A0.013%
2/18/2026Wellington Management Group LLP501,215$19.23M0.0%N/A0.177%
2/18/2026Susquehanna Portfolio Strategies LLC275,909$10.58M0.2%-30.8%0.097%
2/18/2026Toronto Dominion Bank1,551,534$59.52M0.1%+1,651.9%0.548%
2/18/2026Polymer Capital Management US LLC19,645$754K0.1%N/A0.007%
2/18/2026Occudo Quantitative Strategies LP20,142$773K0.1%N/A0.007%
2/18/2026Millennium Management LLC1,255,212$48.15M0.0%+3,650.7%0.443%
2/18/2026 Inspire Investing LLC8,959$344K0.0%-58.2%0.003%
2/18/2026Investment Management Corp of Ontario19,055$731K0.0%+44.0%0.007%


WTRG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTRG shares?

During the previous two years, 712 institutional investors and hedge funds held shares of Essential Utilities. The most heavily invested institutionals were Vanguard Group Inc. ($1.19B), State Street Corp ($530.64M), Canada Pension Plan Investment Board ($433.09M), Nordea Investment Management AB ($292.91M), Amundi ($243.02M), Geode Capital Management LLC ($200.20M), and Legal & General Group Plc ($159.16M).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 616 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 ($9.60M), Vanguard Group Inc. ($3.78M), JPMorgan Chase & Co. ($3.72M), ANTIPODES PARTNERS Ltd ($3.27M), Nordea Investment Management AB ($2.80M), Pathway Financial Advisers LLC ($2.48M), and Boston Trust Walden Corp ($2.42M).

How much institutional buying is happening at Essential Utilities?

Institutional investors have bought a total of 54,456,209 shares in the last 24 months. This purchase volume represents approximately $2.11B in transactions.

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

Of the 308 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), Macquarie Group Ltd. ($3.36M), Amundi ($2.20M), Nordea Investment Management AB ($1.56M), Tandem Investment Advisors Inc. ($1.12M), Pictet Asset Management Holding SA ($934.53K), and Cbre Investment Management Listed Real Assets LLC ($782.71K).

How much institutional selling is happening at Essential Utilities?

Institutional investors have sold a total of 36,537,686 shares in the last 24 months. This volume of shares sold represents approximately $1.40B in transactions.


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This page (NYSE:WTRG) was last updated on 5/7/2026 by MarketBeat.com Staff.
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