Essential Utilities (WTRG) Institutional Ownership

$41.73 -0.14 (-0.33%)

As of 09/4/2026 03:58 PM Eastern

Current Institutional Ownership Percentage: 74.78%
Number of Institutional Buyers (last 12 months): 414
Total Institutional Inflows (last 12 months): $3.76B

Number of Institutional Sellers (last 12 months): 253
Total Institutional Outflows (last 12 months): $1.08B

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

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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.

WTRG Institutional Buying and Selling by Quarter

Essential Utilities Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/4/2026	Parkside Financial Bank & Trust	1,417	$54K	0.0%	+61.8%	0.000%
9/2/2026	Allianz Asset Management GmbH	545,007	$20.88M	0.0%	-22.5%	0.192%
8/27/2026	Corient Private Wealth LP	31,982	$1.23M	0.0%	-23.1%	0.011%
8/26/2026	Amundi	4,333,385	$166.05M	0.0%	-4.5%	1.527%
8/26/2026	HighTower Advisors LLC	92,130	$3.53M	0.0%	-7.7%	0.032%
8/24/2026	California State Teachers Retirement System	11,969,002	$458.53M	0.0%	+3,456.6%	4.218%
8/23/2026	Readystate Asset Management LP	11,212	$430K	0.0%	N/A	0.004%
8/23/2026	Wedmont Private Capital	5,207	$201K	0.0%	N/A	0.002%
8/23/2026	HB Wealth Management LLC	29,132	$1.12M	0.0%	+60.0%	0.010%
8/22/2026	AlphaGrep UK Ltd	6,407	$245K	0.1%	N/A	0.002%
Get the Latest News and Ratings for WTRG and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Essential Utilities and its competitors with MarketBeat's FREE daily newsletter.
8/22/2026	TD Waterhouse Canada Inc.	10,473	$398K	0.0%	+4.2%	0.004%
8/21/2026	Nykredit A S	2,023	$78K	0.0%	N/A	0.001%
8/21/2026	Secure Asset Management LLC	58,348	$2.24M	0.3%	+9.8%	0.021%
8/20/2026	A. D. Beadell Investment Counsel Inc.	80,220	$3.07M	1.9%	+4.5%	0.028%
8/20/2026	Two Sigma Securities LLC	16,350	$626K	0.1%	N/A	0.006%
8/20/2026	Benjamin Edwards Inc.	5,802	$222K	0.0%	+9.4%	0.002%
8/20/2026	Flputnam Investment Management Co.	465,697	$17.84M	0.2%	+13.4%	0.164%
8/20/2026	Northwestern Mutual Wealth Management Co.	19,583	$750K	0.0%	+9.6%	0.007%
8/20/2026	Hennessy Advisors Inc.	112,300	$4.30M	0.1%	+12.0%	0.040%
8/20/2026	Greenwood Capital Associates LLC	39,464	$1.51M	0.1%	N/A	0.014%
8/20/2026	Greenleaf Trust	5,406	$207K	0.0%	-10.0%	0.002%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,133,353	$43.42M	0.0%	+4.5%	0.399%
8/19/2026	Toth Financial Advisory Corp	120,367	$4.61M	0.5%	-7.6%	0.042%
8/19/2026	Van ECK Associates Corp	120,658	$4.62M	0.0%	-30.4%	0.043%
8/19/2026	Hsbc Holdings PLC	18,307	$708K	0.0%	+7.1%	0.006%
8/19/2026	Wellington Management Group LLP	83,988	$3.22M	0.0%	-83.6%	0.030%
8/19/2026	Kingsview Wealth Management LLC	6,477	$248K	0.0%	N/A	0.002%
8/18/2026	49 Wealth Management LLC	5,416	$207K	0.0%	N/A	0.002%
8/18/2026	Orion Capital Management LLC	1,125	$43K	0.0%	N/A	0.000%
8/18/2026	Mint Tower Capital Management B.V.	3,331	$128K	0.0%	N/A	0.001%
8/18/2026	Glenview Trust Co	8,274	$317K	0.0%	N/A	0.003%
8/18/2026	United Capital Financial Advisors LLC	16,033	$614K	0.0%	N/A	0.006%
8/18/2026	Equitable Holdings Inc.	13,779	$528K	0.0%	N/A	0.005%
8/18/2026	Centaurus Financial Inc.	4,993	$191K	0.0%	N/A	0.002%
8/18/2026	Coastal Bridge Advisors LLC	10,945	$419K	0.0%	N/A	0.004%
8/18/2026	Public Employees Retirement System of Ohio	80,726	$3.09M	0.0%	N/A	0.028%
8/17/2026	Corient Private Wealth LP	31,917	$1.22M	0.0%	N/A	0.011%
8/17/2026	Bank of America Corp DE	899,973	$34.48M	0.0%	N/A	0.317%
8/15/2026	Odyssean LLC	79,254	$3.04M	0.5%	N/A	0.028%
8/15/2026	Man Group plc	80,000	$3.07M	0.0%	N/A	0.028%
The end may be near for these iconic stocks (Ad) Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
8/15/2026	First Bancorp Inc ME	2,174	$83K	0.0%	N/A	0.001%
8/15/2026	Polar Asset Management Partners Inc.	80,780	$3.10M	0.1%	N/A	0.028%
8/15/2026	Jupiter Topco LLC	118,200	$4.53M	0.0%	N/A	0.042%
8/15/2026	Kintayl Capital LP	462,708	$17.73M	7.0%	N/A	0.163%
8/14/2026	Hsbc Holdings PLC	18,307	$708K	0.0%	N/A	0.006%
8/14/2026	Canada Pension Plan Investment Board	506,900	$19.42M	0.0%	N/A	0.179%
8/14/2026	Legal & General Group Plc	3,504,219	$134.25M	0.0%	N/A	1.235%
8/14/2026	The Manufacturers Life Insurance Company	289,905	$11.11M	0.0%	N/A	0.102%
8/14/2026	Cetera Trust Company N.A	7,535	$289K	0.1%	N/A	0.003%
8/14/2026	Cullen Capital Management LLC	19,014	$728K	0.0%	N/A	0.007%
8/14/2026	Algert Global LLC	321,500	$12.32M	0.1%	N/A	0.113%
8/13/2026	GSG Advisors LLC	7,810	$299K	0.1%	N/A	0.003%
8/13/2026	Sanctuary Advisors LLC	20,454	$784K	0.0%	N/A	0.007%
8/13/2026	Meiji Yasuda Asset Management Co Ltd.	236,193	$9.05M	0.4%	N/A	0.083%
8/13/2026	Magellan Asset Management Ltd	320,787	$12.29M	0.3%	N/A	0.113%
8/13/2026	Haverford Trust Co	17,036	$653K	0.0%	N/A	0.006%
8/13/2026	Clear Harbor Asset Management LLC	34,962	$1.34M	0.1%	N/A	0.012%
8/13/2026	Bank of Nova Scotia	284,606	$10.90M	0.0%	N/A	0.100%
8/12/2026	Commerce Bank	8,102	$310K	0.0%	N/A	0.003%
8/12/2026	Northwestern Mutual Wealth Management Co.	19,583	$750K	0.0%	N/A	0.007%
8/12/2026	Quantbot Technologies LP	155,290	$5.95M	0.2%	N/A	0.055%
8/12/2026	EP Wealth Advisors LLC	8,041	$308K	0.0%	N/A	0.003%
8/12/2026	Ieq Capital LLC	138,340	$5.30M	0.0%	N/A	0.049%
8/12/2026	Heartland Advisors Inc.	45,489	$1.74M	0.1%	N/A	0.016%
8/11/2026	Allworth Financial LP	172,667	$6.62M	0.0%	N/A	0.061%
8/11/2026	NFJ Investment Group LLC	105,602	$4.05M	0.1%	N/A	0.037%
8/11/2026	LaSalle St. Investment Advisors LLC	6,342	$243K	0.0%	N/A	0.002%
8/11/2026	Advisors Capital Management LLC	6,915	$265K	0.0%	N/A	0.002%
8/11/2026	Vise Technologies Inc.	28,456	$1.09M	0.0%	N/A	0.010%
8/11/2026	Aurora Investment Counsel	68,633	$2.63M	1.4%	N/A	0.024%
8/10/2026	Great Lakes Advisors LLC	78,045	$2.99M	0.0%	N/A	0.028%
8/8/2026	Energy Income Partners LLC	65,916	$2.53M	0.0%	N/A	0.023%
8/8/2026	Meeder Advisory Services Inc.	13,487	$517K	0.0%	N/A	0.005%
8/7/2026	Nuance Investments LLC	238,896	$9.15M	1.6%	N/A	0.084%
8/7/2026	UNIVEST FINANCIAL Corp	9,824	$376K	0.0%	N/A	0.003%
8/7/2026	NINE MASTS CAPITAL Ltd	30,000	$1.15M	0.1%	N/A	0.011%
8/7/2026	BlackRock Inc.	33,433,285	$1.28B	0.0%	N/A	11.788%
8/7/2026	Pallas Capital Advisors LLC	5,807	$222K	0.0%	N/A	0.002%
8/7/2026	Deutsche Bank AG	170,133	$6.52M	0.0%	N/A	0.060%
8/7/2026	Perigon Wealth Management LLC	20,325	$779K	0.0%	N/A	0.007%
8/7/2026	Trust Co. of Vermont	3,165	$121K	0.0%	N/A	0.001%
8/7/2026	Mitsubishi UFJ Asset Management Co. Ltd.	873	$33K	0.0%	N/A	0.000%
8/7/2026	Chase Investment Counsel Corp	11,267	$431K	0.1%	N/A	0.004%
8/7/2026	HBK Sorce Advisory LLC	9,065	$359K	0.0%	N/A	0.003%
8/6/2026	Flputnam Investment Management Co.	465,697	$17.84M	0.2%	N/A	0.164%
8/6/2026	Global Retirement Partners LLC	3,731	$143K	0.0%	N/A	0.001%
8/6/2026	Bank of New York Mellon Corp	2,413,662	$92.47M	0.0%	N/A	0.851%
8/6/2026	PTM Wealth Management LLC	6,659	$264K	0.1%	N/A	0.002%
8/6/2026	Focus Partners Advisor Solutions LLC	9,543	$366K	0.0%	N/A	0.003%
8/6/2026	GSA Capital Partners LLP	23,277	$892K	0.1%	N/A	0.008%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad) We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it. 👉 Unlock the ticker now and get it completely free.
8/6/2026	Clearstead Trust LLC	1,541	$59K	0.0%	N/A	0.001%
8/5/2026	Bridgewater Advisors Inc.	54,792	$2.06M	0.1%	N/A	0.019%
7/25/2026	Boston Trust Walden Corp	2,463,461	$94.38M	0.7%	-0.7%	0.869%
7/25/2026	Blossom Wealth Management	14,521	$556K	0.8%	-3.6%	0.005%
7/24/2026	D.A. Davidson & CO.	31,064	$1.19M	0.0%	+116.8%	0.011%
7/24/2026	Benjamin Edwards Inc.	5,802	$222K	0.0%	+9.4%	0.002%
7/24/2026	Sivia Capital Partners LLC	13,461	$516K	0.1%	+139.1%	0.005%
7/24/2026	Signaturefd LLC	7,950	$305K	0.0%	-4.6%	0.003%
7/23/2026	J. M. Brown & Associates Inc.	5,539	$212K	0.1%	N/A	0.002%
7/23/2026	ABN Amro Investment Solutions	75,980	$2.91M	0.0%	-24.8%	0.027%

WTRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 717 institutional investors and hedge funds held shares of Essential Utilities. The most heavily invested institutionals were BlackRock Inc. ($1.28B), Vanguard Group Inc. ($1.19B), State Street Corp ($530.64M), California State Teachers Retirement System ($458.53M), Nordea Investment Management AB ($292.91M), Geode Capital Management LLC ($200.20M), and Amundi ($166.05M).Learn more on Essential Utilities' institutional investors.

74.78% of Essential Utilities' stock is owned by institutional investors. Learn more on WTRG's institutional investor holdings.

Of the 627 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: BlackRock Inc. ($33.43M), California State Teachers Retirement System ($11.82M), Norges Bank ($9.60M), Legal & General Group Plc ($4.30M), Vanguard Group Inc. ($3.78M), JPMorgan Chase & Co. ($3.72M), and ANTIPODES PARTNERS Ltd ($3.27M).

Institutional investors have bought a total of 97,104,704 shares in the last 24 months. This purchase volume represents approximately $3.76B in transactions.

Of the 253 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: Macquarie Group Ltd. ($3.36M), Amundi ($2.89M), First Trust Advisors LP ($2.28M), Assenagon Asset Management S.A. ($1.50M), Nordea Investment Management AB ($1.35M), Tandem Investment Advisors Inc. ($1.12M), and Pictet Asset Management Holding SA ($934.53K).

Institutional investors have sold a total of 27,636,603 shares in the last 24 months. This volume of shares sold represents approximately $1.08B in transactions.

Related Companies

Institutional ownership data for NYSE:WTRG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/4/2026. New 13F filings are added each quarter as they're published.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Essential Utilities (WTRG) Institutional Ownership

WTRG Institutional Buying and Selling by Quarter

Essential Utilities Major Shareholders & Ownership History

WTRG Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Essential Utilities (WTRG) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Essential Utilities (NYSE:WTRG)

WTRG Institutional Buying and Selling by Quarter

Essential Utilities Major Shareholders & Ownership History

WTRG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTRG shares?

What percentage of Essential Utilities' stock is owned by institutional investors?

Which institutional investors have been buying Essential Utilities' stock?

How much institutional buying is happening at Essential Utilities?

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

How much institutional selling is happening at Essential Utilities?

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools