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Essential Utilities (WTRG) Institutional Ownership

Essential Utilities logo
$37.14 -0.02 (-0.04%)
Closing price 03:59 PM Eastern
Extended Trading
$37.09 -0.04 (-0.12%)
As of 04:04 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)
446
Total
Institutional Inflows
(last 12 months)
$1.97B
Number of
Institutional Sellers
(last 12 months)
286
Total
Institutional Outflows
(last 12 months)
$1.47B
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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
5/26/2026Glenmede Trust Co. NA90,077$3.63M0.0%-0.8%0.032%
5/26/2026Axiom Investment Management LLC2,436$98K0.1%N/A0.001%
5/22/2026 Segall Bryant & Hamill LLC6,416$255K0.0%N/A0.002%
5/21/2026 Essential Partners LLC1,234$50K0.0%+29.9%0.000%
5/19/2026 Bank of America Corp DE1,473,632$59.34M0.0%+9.9%0.520%
5/19/2026 Janus 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%
5/18/2026 California State Teachers Retirement System336,533$13.55M0.0%-61.0%0.119%
5/18/2026 Royal Bank of Canada420,261$16.92M0.0%-3.8%0.148%
5/18/2026 Empowered Funds LLC11,197$451K0.0%N/A0.004%
5/18/2026 Energy Income Partners LLC498,350$20.07M0.3%+1.4%0.176%
5/16/2026 The Manufacturers Life Insurance Company 274,929$11.07M0.0%-19.3%0.097%
5/16/2026 Quantinno Capital Management LP179,587$7.23M0.0%+1.4%0.063%
5/15/2026 OMERS ADMINISTRATION Corp9,685$390K0.0%+4.0%0.003%
5/15/2026 Waverly Advisors LLC58,269$2.35M0.0%+1.5%0.021%
5/15/2026 Epoch Investment Partners Inc.1,189,930$47.92M0.3%+4.7%0.420%
5/14/2026 Gabelli Funds LLC587,550$23.66M0.2%+0.4%0.207%
5/14/2026 Gamco Investors INC. ET AL59,127$2.38M0.0%+1.1%0.021%
5/14/2026 Public Employees Retirement System of Ohio81,627$3.29M0.0%-3.3%0.029%
5/14/2026 Compound Planning Inc.11,186$450K0.0%-3.7%0.004%
5/14/2026 Arrowstreet Capital Limited Partnership1,282,008$51.63M0.0%+1,499.9%0.452%
5/14/2026 Wills Financial Group LLC152,897$5.80M2.4%-2.8%0.054%
5/14/2026 Bank of Nova Scotia50,590$2.04M0.0%+65.8%0.018%
5/14/2026 Sei Investments Co.130,026$5.24M0.0%+7.1%0.046%
5/14/2026 Lido Advisors LLC18,640$751K0.0%-22.0%0.007%
5/13/2026 Cetera Investment Advisers249,090$10.03M0.0%+3.2%0.088%
5/13/2026 Godshalk Welsh Capital Management Inc.11,436$461K0.3%-38.9%0.004%
5/13/2026 First Trust Advisors LP1,911,611$76.98M0.1%-53.9%0.674%
5/12/2026 Magellan Asset Management Ltd295,754$11.91M0.2%+31.3%0.104%
5/12/2026 Chase 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%
5/8/2026 PNC Financial Services Group Inc.187,220$7.54M0.0%-0.3%0.066%
5/8/2026 Cassaday & Co Wealth Management LLC994$40K0.0%N/A0.000%
5/7/2026 Meeder Advisory Services Inc.15,034$605K0.0%-1.8%0.005%
5/7/2026 Dimensional Fund Advisors LP2,881,490$116.05M0.0%+3.8%1.017%
5/7/2026 KBC Group NV8,119$327K0.0%-53.7%0.003%
5/7/2026 Koss Olinger Consulting LLC19,901$801K0.1%-3.1%0.007%
5/7/2026 Swiss National Bank560,400$22.57M0.0%-25.0%0.198%
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5/7/2026 Heartland Advisors Inc.45,915$1.85M0.1%+0.9%0.016%
5/6/2026 Aurora Investment Counsel70,684$2.85M1.6%-3.4%0.025%
5/6/2026 California Public Employees Retirement System608,797$24.52M0.0%-20.6%0.215%
5/6/2026 John G Ullman & Associates Inc.403,549$16.25M2.2%-0.5%0.142%
5/6/2026 Hamilton Point Investment Advisors LLC132,090$5.32M0.8%-0.5%0.047%
5/6/2026 Assetmark Inc.6,920$279K0.0%-5.4%0.002%
5/6/2026 Clearstead 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%
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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%


WTRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 706 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 611 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).

Institutional investors have bought a total of 50,893,412 shares in the last 24 months. This purchase volume represents approximately $1.97B in transactions.

Of the 286 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), Tandem Investment Advisors Inc. ($1.12M), and Pictet Asset Management Holding SA ($934.53K).

Institutional investors have sold a total of 38,021,896 shares in the last 24 months. This volume of shares sold represents approximately $1.47B in transactions.


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This page (NYSE:WTRG) was last updated on 5/27/2026 by MarketBeat.com Staff.
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