Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Essential Utilities (WTRG) Institutional Ownership

Essential Utilities logo
$39.64 -0.19 (-0.47%)
Closing price 03:59 PM Eastern
Extended Trading
$39.66 +0.02 (+0.05%)
As of 07:21 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.
Compare

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)
$1.57B
Number of
Institutional Sellers
(last 12 months)
306
Total
Institutional Outflows
(last 12 months)
$1.02B
Get WTRG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Essential Utilities stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WTRG Institutional Buying and Selling by Quarter

Essential Utilities Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2025 Thrivent Financial for Lutherans139,484$5.18M0.0%+10.4%0.050%
8/21/2025 Pathway Financial Advisers LLC32,181$1.20M0.4%-3.4%0.011%
8/19/2025 Marex Group plc6,960$258K0.0%N/A0.002%
8/19/2025 Anchor Investment Management LLC6,848$254K0.0%+5.0%0.002%
8/18/2025 Nomura Holdings Inc.12,693$471K0.0%+5.6%0.005%
8/15/2025 CANADA LIFE ASSURANCE Co398,459$14.81M0.0%+3.5%0.142%
8/15/2025 Tower Research Capital LLC TRC 6,023$224K0.0%-57.4%0.002%
8/15/2025 State of Tennessee Department of Treasury117,929$4.38M0.0%+24.4%0.042%
8/15/2025 Captrust Financial Advisors23,256$864K0.0%-3.1%0.008%
8/15/2025 Vident Advisory LLC5,541$206K0.0%-40.1%0.002%
8/15/2025 Tidal Investments LLC16,361$608K0.0%N/A0.006%
8/15/2025 Resolution Capital Ltd23,844$886K0.0%-35.5%0.009%
8/15/2025 Oxford Asset Management LLP33,680$1.25M0.5%N/A0.012%
8/15/2025 Man Group plc35,999$1.34M0.0%N/A0.013%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.260,847$9.69M0.5%-8.6%0.093%
8/15/2025 Modern Wealth Management LLC6,291$234K0.0%N/A0.002%
8/15/2025 Holocene Advisors LP223,538$8.30M0.0%+24.3%0.080%
8/15/2025 Energy Income Partners LLC683,391$25.38M0.5%-5.2%0.244%
8/15/2025 Engineers Gate Manager LP38,759$1.44M0.0%+171.3%0.014%
8/15/2025 Cubist Systematic Strategies LLC275,624$10.24M0.0%N/A0.098%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S10,807$401K0.0%+34.4%0.004%
8/15/2025 BNP Paribas Financial Markets311,153$11.56M0.0%+88.6%0.111%
8/15/2025 Boothbay Fund Management LLC5,841$217K0.0%-20.6%0.002%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp41,168$1.53M0.0%-17.5%0.015%
8/15/2025 BTG Pactual Asset Management US LLC99,486$3.70M0.4%N/A0.035%
8/15/2025 Brevan Howard Capital Management LP24,843$923K0.0%N/A0.009%
8/15/2025 Balyasny Asset Management L.P.1,271,201$47.21M0.1%+1,572.4%0.453%
8/15/2025 Bank of America Corp DE1,336,424$49.64M0.0%+73.2%0.476%
8/15/2025 Adage Capital Partners GP L.L.C.425,000$15.78M0.0%N/A0.152%
8/15/2025 Ameriprise Financial Inc.377,675$14.03M0.0%+2.9%0.135%
8/15/2025 AQR Capital Management LLC717,716$26.54M0.0%+851.4%0.256%
8/14/2025 California State Teachers Retirement System804,835$29.89M0.0%-14.5%0.287%
8/14/2025 Raymond James Financial Inc.302,223$11.23M0.0%-9.5%0.108%
8/14/2025 Canada Pension Plan Investment Board11,661,095$433.09M0.4%-46.2%4.158%
8/14/2025 Quantinno Capital Management LP71,428$2.65M0.0%+114.3%0.025%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.13,313$494K0.0%+3.5%0.005%
8/14/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main143,325$5.32M0.0%-63.0%0.051%
8/14/2025 Alliancebernstein L.P.339,957$12.63M0.0%+0.4%0.121%
8/14/2025 Treasurer of the State of North Carolina128,748$4.78M0.0%+11.7%0.046%
8/14/2025 Glenview Trust co6,978$259K0.0%+29.4%0.002%
Why More Investors Are Using Family Trusts to Protect Their Wealth (Ad)

For many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensuring wealth is passed on according to your wishes. Trusts may also provide shielding from creditors and lawsuits while offering potential tax advantages—especially with estate tax thresholds set to decrease in 2026. If you’re considering whether a family trust is right for you, speaking with a fiduciary financial advisor can help you decide the best path forward. We’ve created a free tool that matches you with vetted advisors in your area—each legally bound to act in your best interest.tc pixel

Click here to get your free advisor matches and start planning your legacy today.
8/14/2025 The Manufacturers Life Insurance Company 199,208$7.40M0.0%-4.0%0.071%
8/14/2025 Sei Investments Co.75,924$2.82M0.0%-56.0%0.027%
8/14/2025 NewEdge Advisors LLC29,033$1.08M0.0%-2.2%0.010%
8/14/2025 Investment Management Corp of Ontario6,421$238K0.0%-13.5%0.002%
8/14/2025 iSAM Funds UK Ltd41,012$1.52M0.3%+178.3%0.015%
8/14/2025 AXA S.A.147,341$5.47M0.0%+5.1%0.053%
8/14/2025 State Street Corp12,950,256$480.97M0.0%-1.5%4.617%
8/14/2025 Daiwa Securities Group Inc.26,104$970K0.0%+5.1%0.009%
8/14/2025 Thematics Asset Management412,726$15.33M0.7%-6.8%0.147%
8/14/2025 Vega Investment Solutions1,150$43K0.0%-50.3%0.000%
8/14/2025 Natixis59,240$2.20M0.0%N/A0.021%
8/14/2025 Bank of Nova Scotia19,776$734K0.0%+99.5%0.007%
8/14/2025 California Public Employees Retirement System1,003,032$37.25M0.0%-9.9%0.358%
8/14/2025 Cerity Partners LLC36,572$1.36M0.0%+12.3%0.013%
8/13/2025 Gabelli Funds LLC545,350$20.25M0.1%-1.1%0.194%
8/13/2025 Cresset Asset Management LLC7,447$277K0.0%-5.3%0.003%
8/13/2025 Brown Advisory Inc.101,023$3.75M0.0%-2.0%0.036%
8/13/2025 Amundi5,637,022$219.00M0.1%+2.7%2.010%
8/13/2025 Epoch Investment Partners Inc.1,185,401$44.03M0.2%+0.6%0.423%
8/13/2025 Baird Financial Group Inc.124,861$4.64M0.0%+1.1%0.045%
8/13/2025 First Trust Advisors LP4,158,376$154.44M0.1%+0.0%1.483%
8/13/2025 Kennedy Capital Management LLC66,334$2.46M0.1%-5.3%0.024%
8/13/2025 Guggenheim Capital LLC110,849$4.12M0.0%+26.9%0.040%
8/13/2025 EverSource Wealth Advisors LLC2,747$102K0.0%+168.3%0.001%
8/13/2025 Invesco Ltd.3,502,380$130.08M0.0%-0.5%1.249%
8/13/2025 CW Advisors LLC8,671$322K0.0%N/A0.003%
8/13/2025 Benedict Financial Advisors Inc.66,026$2.45M0.6%-10.8%0.024%
8/13/2025 PharVision Advisers LLC6,535$243K0.3%N/A0.002%
8/13/2025 Groupe la Francaise9,167$340K0.0%N/A0.003%
8/13/2025 Arrowstreet Capital Limited Partnership265,997$9.88M0.0%+66.5%0.095%
8/13/2025 Westerkirk Capital Inc.15,900$591K0.1%N/A0.006%
8/13/2025 M&T Bank Corp40,962$1.52M0.0%+4.5%0.015%
8/13/2025 Shelton Capital Management47,676$1.77M0.0%-3.7%0.017%
8/13/2025 Bernardo Wealth Planning LLC11,626$432K0.1%+2.6%0.004%
8/13/2025 Lido Advisors LLC23,967$890K0.0%-11.7%0.009%
8/13/2025 New York State Common Retirement Fund569,985$21.17M0.0%+1.2%0.203%
8/13/2025 Norges Bank2,755,714$102.35M0.0%N/A0.983%
8/13/2025 Hsbc Holdings PLC77,342$2.87M0.0%-6.1%0.028%
8/13/2025 Northwestern Mutual Wealth Management Co.32,643$1.21M0.0%+6.9%0.012%
8/13/2025 Grantham Mayo Van Otterloo & Co. LLC18,930$703K0.0%+1.4%0.007%
8/13/2025 State Board of Administration of Florida Retirement System271,003$10.07M0.0%+1.0%0.097%
8/13/2025 Korea Investment CORP135,329$5.03M0.0%+226.7%0.048%
8/13/2025 Quadrant Capital Group LLC18,480$686K0.0%+5.8%0.007%
8/13/2025 Vinva Investment Management Ltd18,036$666K0.0%+149.6%0.006%
8/13/2025 Russell Investments Group Ltd.238,155$8.84M0.0%+14.7%0.085%
8/12/2025 Inceptionr LLC16,115$599K0.1%+104.4%0.006%
8/12/2025 J.W. Cole Advisors Inc.41,051$1.53M0.0%+36.1%0.015%
8/12/2025 Manchester Capital Management LLC19,186$713K0.1%-4.2%0.007%
8/12/2025 Elo Mutual Pension Insurance Co30,380$1.13M0.0%N/A0.011%
8/12/2025 Advisors Asset Management Inc.29,011$1.08M0.0%+76.9%0.010%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.tc pixel

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
8/12/2025 XTX Topco Ltd12,510$465K0.0%-71.5%0.004%
8/12/2025 Steward Partners Investment Advisory LLC40,625$1.51M0.0%+3.0%0.014%
8/12/2025 Ameritas 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%
8/12/2025 Prudential Financial Inc.53,820$2.06M0.0%+111.6%0.019%
8/12/2025 AGP Franklin LLC38,510$1.43M0.8%+187.5%0.014%
8/12/2025 Rhumbline Advisers873,326$32.44M0.0%+2.6%0.311%
8/12/2025 CenterBook Partners LP58,896$2.19M0.1%+408.6%0.021%
8/12/2025 Franklin Resources Inc.1,150,803$42.74M0.0%+9.4%0.410%
8/12/2025 Mediolanum International Funds Ltd13,118$484K0.0%+17.4%0.005%
(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, 665 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 556 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 41,944,509 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 27,198,918 shares in the last 24 months. This volume of shares sold represents approximately $1.02B in transactions.


Related Companies

This page (NYSE:WTRG) was last updated on 8/28/2025 by MarketBeat.com Staff
From Our Partners
Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsoredtc pixel
Small Washington, DC Group Could Crash US Stocks
New Amazon Crisis Could Tank U.S. Stock Market A new panic is halting AI projects at Amazon and could split...
Altimetry | Sponsoredtc pixel
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsoredtc pixel
This strange black card is showing up across America
"THIS is the Biggest Economic Story of 2025" While most Americans are focused on tariffs and inflation, the...
Stansberry Research | Sponsoredtc pixel
A New Way to Double Your Retirement Income?
Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boo...
Investors Alley | Sponsoredtc pixel