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Essential Utilities (WTRG) Institutional Ownership

Essential Utilities logo
$39.64 +0.03 (+0.08%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$39.53 -0.11 (-0.27%)
As of 07/24/2026 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)
435
Total
Institutional Inflows
(last 12 months)
$1.96B
Number of
Institutional Sellers
(last 12 months)
285
Total
Institutional Outflows
(last 12 months)
$1.52B
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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
7/25/2026Boston Trust Walden Corp2,463,461$94.38M0.7%-0.7%0.869%
7/25/2026Blossom Wealth Management14,521$556K0.8%-3.6%0.005%
7/24/2026D.A. Davidson & CO.31,064$1.19M0.0%+116.8%0.011%
7/24/2026Benjamin Edwards Inc.5,802$222K0.0%+9.4%0.002%
7/24/2026 Sivia Capital Partners LLC13,461$516K0.1%+139.1%0.005%
7/24/2026Signaturefd 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%
6/3/2026NewEdge Advisors LLC36,901$1.49M0.0%+3.6%0.013%
5/27/2026Alpine Woods Capital Investors LLC14,077$567K0.1%-83.0%0.005%
5/26/2026Glenmede Trust Co. NA90,077$3.63M0.0%-0.8%0.032%
5/26/2026Axiom Investment Management LLC2,436$98K0.1%N/A0.001%
5/22/2026Segall Bryant & Hamill LLC6,416$255K0.0%N/A0.002%
5/21/2026Essential Partners LLC1,234$50K0.0%+29.9%0.000%
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%
5/19/2026South Dakota Investment Council150,968$6.08M0.1%+71.7%0.053%
5/18/2026Amundi4,539,553$182.82M0.0%-28.3%1.601%
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5/18/2026EverSource 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%
5/18/2026Energy Income Partners LLC498,350$20.07M0.3%+1.4%0.176%
5/16/2026The Manufacturers Life Insurance Company 274,929$11.07M0.0%-19.3%0.097%
5/16/2026Quantinno Capital Management LP179,587$7.23M0.0%+1.4%0.063%
5/15/2026OMERS ADMINISTRATION Corp9,685$390K0.0%+4.0%0.003%
5/15/2026Waverly Advisors LLC58,269$2.35M0.0%+1.5%0.021%
5/15/2026Epoch Investment Partners Inc.1,189,930$47.92M0.3%+4.7%0.420%
5/14/2026Gabelli Funds LLC587,550$23.66M0.2%+0.4%0.207%
5/14/2026Gamco Investors INC. ET AL59,127$2.38M0.0%+1.1%0.021%
5/14/2026Public Employees Retirement System of Ohio81,627$3.29M0.0%-3.3%0.029%
5/14/2026Compound Planning Inc.11,186$450K0.0%-3.7%0.004%
5/14/2026Arrowstreet Capital Limited Partnership1,282,008$51.63M0.0%+1,499.9%0.452%
5/14/2026Wills Financial Group LLC152,897$5.80M2.4%-2.8%0.054%
5/14/2026Bank of Nova Scotia50,590$2.04M0.0%+65.8%0.018%
5/14/2026Sei Investments Co.130,026$5.24M0.0%+7.1%0.046%
5/14/2026Lido Advisors LLC18,640$751K0.0%-22.0%0.007%
5/13/2026Cetera Investment Advisers249,090$10.03M0.0%+3.2%0.088%
5/13/2026Godshalk Welsh Capital Management Inc.11,436$461K0.3%-38.9%0.004%
5/13/2026First Trust Advisors LP1,911,611$76.98M0.1%-53.9%0.674%
5/12/2026Magellan Asset Management Ltd295,754$11.91M0.2%+31.3%0.104%
5/12/2026Chase Investment Counsel Corp10,523$423K0.1%+4.6%0.004%
5/12/2026 ABN Amro Investment Solutions101,030$4.07M0.1%-21.2%0.036%
5/8/2026PNC Financial Services Group Inc.187,220$7.54M0.0%-0.3%0.066%
5/8/2026Cassaday & Co Wealth Management LLC994$40K0.0%N/A0.000%
5/7/2026Meeder Advisory Services Inc.15,034$605K0.0%-1.8%0.005%
5/7/2026Dimensional Fund Advisors LP2,881,490$116.05M0.0%+3.8%1.017%
5/7/2026KBC Group NV8,119$327K0.0%-53.7%0.003%
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%
5/5/2026D.A. Davidson & CO.14,328$577K0.0%-5.7%0.005%
5/5/2026Bank of New York Mellon Corp2,523,064$101.60M0.0%-8.2%0.891%
5/5/2026Sanctuary Advisors LLC10,429$420K0.0%-7.0%0.004%
5/5/2026Sterling Investment Advisors Ltd.25,908$1.04M0.2%-3.7%0.009%
5/5/2026Sigma Planning Corp6,251$252K0.0%+5.3%0.002%
5/5/2026Maryland 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%
5/4/2026Bleakley Financial Group LLC10,810$435K0.0%+3.3%0.004%
5/4/2026State of Michigan Retirement System68,071$2.74M0.0%+1.8%0.024%
5/4/2026Principal Financial Group Inc.631,393$25.43M0.0%+3.3%0.223%
5/4/2026Chicago Partners Investment Group LLC5,649$220K0.0%N/A0.002%
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5/4/2026 Procyon Advisors LLC4,989$201K0.0%-43.0%0.002%
5/2/2026UNIVEST 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%
5/1/2026Midwest Trust Co5,081$205K0.0%N/A0.002%
5/1/2026Fifth Third Bancorp69,908$2.82M0.0%+1,464.3%0.025%
5/1/2026Candriam 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%
4/30/2026Hsbc Holdings PLC17,090$691K0.0%-81.6%0.006%
4/30/2026First National Bank & Trust Co. of Newtown92,939$3.74M0.8%-10.0%0.033%
4/30/2026Kestra Advisory Services LLC37,572$1.51M0.0%+24.7%0.013%


WTRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 701 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), Geode Capital Management LLC ($200.20M), Amundi ($182.82M), and Legal & General Group Plc ($159.16M).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 606 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 ($2.45M), and Maple Brown Abbott Ltd ($2.38M).

Institutional investors have bought a total of 50,541,207 shares in the last 24 months. This purchase volume represents approximately $1.96B in transactions.

Of the 285 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 ($2.68M), First Trust Advisors LP ($2.28M), Nordea Investment Management AB ($1.56M), Assenagon Asset Management S.A. ($1.50M), and Tandem Investment Advisors Inc. ($1.12M).

Institutional investors have sold a total of 39,556,240 shares in the last 24 months. This volume of shares sold represents approximately $1.52B in transactions.


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This page (NYSE:WTRG) was last updated on 7/27/2026 by MarketBeat.com Staff.
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