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Essential Utilities (WTRG) Institutional Ownership

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$40.38 -0.08 (-0.20%)
Closing price 08/14/2026 03:59 PM Eastern
Extended Trading
$40.16 -0.22 (-0.55%)
As of 08/14/2026 07:34 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 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)
400
Total
Institutional Inflows
(last 12 months)
$3.26B
Number of
Institutional Sellers
(last 12 months)
248
Total
Institutional Outflows
(last 12 months)
$1.05B
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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
8/15/2026Odyssean LLC79,254$3.04M0.5%N/A0.028%
8/15/2026Man Group plc80,000$3.07M0.0%N/A0.028%
8/15/2026 First Bancorp Inc ME 2,174$83K0.0%N/A0.001%
8/15/2026Polar Asset Management Partners Inc.80,780$3.10M0.1%N/A0.028%
8/15/2026Jupiter Topco LLC118,200$4.53M0.0%N/A0.042%
8/15/2026Kintayl Capital LP462,708$17.73M7.0%N/A0.163%
8/14/2026Hsbc Holdings PLC18,307$708K0.0%N/A0.006%
8/14/2026Canada Pension Plan Investment Board506,900$19.42M0.0%N/A0.179%
8/14/2026Legal & General Group Plc3,504,219$134.25M0.0%N/A1.235%
8/14/2026The Manufacturers Life Insurance Company 289,905$11.11M0.0%N/A0.102%
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8/14/2026 Cetera Trust Company N.A7,535$289K0.1%N/A0.003%
8/14/2026 Cullen Capital Management LLC19,014$728K0.0%N/A0.007%
8/14/2026 Algert Global LLC321,500$12.32M0.1%N/A0.113%
8/13/2026 GSG Advisors LLC7,810$299K0.1%N/A0.003%
8/13/2026 Sanctuary Advisors LLC20,454$784K0.0%N/A0.007%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.236,193$9.05M0.4%N/A0.083%
8/13/2026 Magellan Asset Management Ltd320,787$12.29M0.3%N/A0.113%
8/13/2026 Haverford Trust Co17,036$653K0.0%N/A0.006%
8/13/2026 Clear Harbor Asset Management LLC34,962$1.34M0.1%N/A0.012%
8/13/2026 Bank of Nova Scotia284,606$10.90M0.0%N/A0.100%
8/12/2026 Commerce Bank8,102$310K0.0%N/A0.003%
8/12/2026 Northwestern Mutual Wealth Management Co.19,583$750K0.0%N/A0.007%
8/12/2026 Quantbot Technologies LP155,290$5.95M0.2%N/A0.055%
8/12/2026 EP Wealth Advisors LLC8,041$308K0.0%N/A0.003%
8/12/2026 Ieq Capital LLC138,340$5.30M0.0%N/A0.049%
8/12/2026 Heartland Advisors Inc.45,489$1.74M0.1%N/A0.016%
8/11/2026 Allworth Financial LP172,667$6.62M0.0%N/A0.061%
8/11/2026 NFJ Investment Group LLC105,602$4.05M0.1%N/A0.037%
8/11/2026 LaSalle St. Investment Advisors LLC6,342$243K0.0%N/A0.002%
8/11/2026 Advisors Capital Management LLC6,915$265K0.0%N/A0.002%
8/11/2026 Vise Technologies Inc.28,456$1.09M0.0%N/A0.010%
8/11/2026 Aurora Investment Counsel68,633$2.63M1.4%N/A0.024%
8/10/2026 Great Lakes Advisors LLC78,045$2.99M0.0%N/A0.028%
8/8/2026 Energy Income Partners LLC65,916$2.53M0.0%N/A0.023%
8/8/2026 Meeder Advisory Services Inc.13,487$517K0.0%N/A0.005%
8/7/2026 Nuance Investments LLC238,896$9.15M1.6%N/A0.084%
8/7/2026 UNIVEST FINANCIAL Corp9,824$376K0.0%N/A0.003%
8/7/2026 NINE MASTS CAPITAL Ltd30,000$1.15M0.1%N/A0.011%
8/7/2026 BlackRock Inc.33,433,285$1.28B0.0%N/A11.788%
8/7/2026 Pallas Capital Advisors LLC5,807$222K0.0%N/A0.002%
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8/7/2026 Deutsche Bank AG170,133$6.52M0.0%N/A0.060%
8/7/2026 Perigon Wealth Management LLC20,325$779K0.0%N/A0.007%
8/7/2026 Trust Co. of Vermont3,165$121K0.0%N/A0.001%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.873$33K0.0%N/A0.000%
8/7/2026 Chase Investment Counsel Corp11,267$431K0.1%N/A0.004%
8/7/2026 HBK Sorce Advisory LLC9,065$359K0.0%N/A0.003%
8/6/2026 Flputnam Investment Management Co.465,697$17.84M0.2%N/A0.164%
8/6/2026 Global Retirement Partners LLC3,731$143K0.0%N/A0.001%
8/6/2026 Bank of New York Mellon Corp2,413,662$92.47M0.0%N/A0.851%
8/6/2026 PTM Wealth Management LLC6,659$264K0.1%N/A0.002%
8/6/2026 Focus Partners Advisor Solutions LLC9,543$366K0.0%N/A0.003%
8/6/2026 GSA Capital Partners LLP23,277$892K0.1%N/A0.008%
8/6/2026 Clearstead Trust LLC1,541$59K0.0%N/A0.001%
8/5/2026 Bridgewater Advisors Inc.54,792$2.06M0.1%N/A0.019%
7/25/2026 Boston Trust Walden Corp2,463,461$94.38M0.7%-0.7%0.869%
7/25/2026 Blossom Wealth Management14,521$556K0.8%-3.6%0.005%
7/24/2026 D.A. Davidson & CO.31,064$1.19M0.0%+116.8%0.011%
7/24/2026 Benjamin Edwards Inc.5,802$222K0.0%+9.4%0.002%
7/24/2026 Sivia Capital Partners LLC13,461$516K0.1%+139.1%0.005%
7/24/2026 Signaturefd LLC7,950$305K0.0%-4.6%0.003%
7/23/2026 J. M. Brown & Associates Inc.5,539$212K0.1%N/A0.002%
7/23/2026 ABN Amro Investment Solutions75,980$2.91M0.0%-24.8%0.027%
7/22/2026 Exchange Traded Concepts LLC26,489$1.02M0.0%+11.0%0.009%
7/22/2026 Synergy Asset Management LLC66,112$2.53M0.2%-18.3%0.023%
7/22/2026 Greenleaf Trust5,406$207K0.0%-10.0%0.002%
7/21/2026 First Pacific Financial13,593$521K0.1%-7.5%0.005%
7/21/2026 IFP Advisors Inc5,583$214K0.0%+256.7%0.002%
7/21/2026 Gateway Investment Advisers LLC10,363$397K0.0%-90.0%0.004%
7/21/2026 Merit Financial Group LLC20,829$798K0.0%+50.4%0.007%
7/10/2026 Investors Research Corp33,767$1.29M0.2%-2.5%0.012%
7/10/2026 Peoples Bank KS12,952$496K0.5%-4.6%0.005%
7/10/2026 Wealthcare Advisory Partners LLC23,903$916K0.0%-1.4%0.008%
7/9/2026 Hennion & Walsh Asset Management Inc.5,649$216K0.0%-61.6%0.002%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab137,908$5.28M0.0%+114.4%0.049%
7/8/2026 Assenagon Asset Management S.A.244,227$9.36M0.0%-86.0%0.086%
7/8/2026 Apella Capital LLC9,106$356K0.0%+8.5%0.003%
7/7/2026 GAMMA Investing LLC7,524$288K0.0%-28.5%0.003%
7/7/2026 CoreCap Advisors LLC4,269$164K0.0%+197.3%0.002%
7/6/2026 Trilogy Capital Inc.82,885$3.18M0.1%+2.3%0.029%
7/2/2026 MassMutual Private Wealth & Trust FSB1,110$43K0.0%-19.6%0.000%
7/2/2026 Versant Capital Management Inc1,756$67K0.0%+77.9%0.001%
7/2/2026 CX Institutional9,573$367K0.0%+9.2%0.003%
7/1/2026 Eastern Bank8,848$339K0.0%+74.8%0.003%
6/24/2026Basecamp Wealth Advisors LLC1,703$69K0.0%-19.8%0.001%
6/3/2026 NewEdge Advisors LLC36,901$1.49M0.0%+3.6%0.013%
5/27/2026 Alpine Woods Capital Investors LLC14,077$567K0.1%-83.0%0.005%
5/26/2026 Glenmede Trust Co. NA90,077$3.63M0.0%-0.8%0.032%
5/26/2026 Axiom Investment Management LLC2,436$98K0.1%N/A0.001%
5/22/2026 Segall Bryant & Hamill LLC6,416$255K0.0%N/A0.002%
5/21/2026 Essential Partners LLC1,234$50K0.0%+29.9%0.000%
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5/19/2026Bank of America Corp DE1,473,632$59.34M0.0%+9.9%0.520%
5/19/2026Janus Henderson Group PLC125,200$5.04M0.0%+829.7%0.044%
5/19/2026 South Dakota Investment Council150,968$6.08M0.1%+71.7%0.053%
5/18/2026 Amundi4,539,553$182.82M0.0%-28.3%1.601%
5/18/2026 EverSource Wealth Advisors LLC4,549$183K0.0%+37.9%0.002%
5/18/2026California State Teachers Retirement System336,533$13.55M0.0%-61.0%0.119%
5/18/2026Royal Bank of Canada420,261$16.92M0.0%-3.8%0.148%
5/18/2026Empowered Funds LLC11,197$451K0.0%N/A0.004%
5/18/2026 Energy Income Partners LLC498,350$20.07M0.3%+1.4%0.176%
5/16/2026The Manufacturers Life Insurance Company274,929$11.07M0.0%-19.3%0.097%


WTRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 705 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), Nordea Investment Management AB ($292.91M), Geode Capital Management LLC ($200.20M), Amundi ($182.82M), and Norges Bank ($154.18M).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 614 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), Norges Bank ($9.60M), Legal & General Group Plc ($4.30M), Vanguard Group Inc. ($3.78M), JPMorgan Chase & Co. ($3.72M), ANTIPODES PARTNERS Ltd ($3.27M), and Nordea Investment Management AB ($2.80M).

Institutional investors have bought a total of 84,189,607 shares in the last 24 months. This purchase volume represents approximately $3.26B in transactions.

Of the 248 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 ($2.68M), 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 26,764,784 shares in the last 24 months. This volume of shares sold represents approximately $1.05B in transactions.


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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 8/15/2026. New 13F filings are added each quarter as they're published.
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