Essential Utilities (WTRG) Institutional Ownership

$38.86
+0.48 (+1.25%)
(As of 02:57 PM ET)

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

Current
Institutional Ownership
Percentage
74.78%
Number of
Institutional Buyers
(last 12 months)
315
Total
Institutional Inflows
(last 12 months)
$1.30B
Number of
Institutional Sellers
(last 12 months)
251
Total
Institutional Outflows
(last 12 months)
$598.66M
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WTRG Institutional Buying and Selling by Quarter

Essential Utilities Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024HBK Sorce Advisory LLC8,064$299K0.0%-7.7%0.003%
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.152,120$5.64M0.0%+24.7%0.056%
5/9/2024Texas Yale Capital Corp.76,493$2.83M0.1%+0.7%0.028%
5/9/2024State Board of Administration of Florida Retirement System275,405$10.20M0.0%+2.6%0.101%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.306,588$11.36M0.0%+231.2%0.112%
5/8/2024Bleakley Financial Group LLC11,844$439K0.0%N/A0.004%
5/8/2024ProShare Advisors LLC859,854$31.86M0.1%-6.4%0.314%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS503,328$18.65M0.1%+9.7%0.184%
5/8/2024Avantax Advisory Services Inc.116,437$4.31M0.0%+6.3%0.043%
5/8/2024US Bancorp DE16,315$604K0.0%-22.7%0.006%
5/8/2024Addison Capital Co33,308$1.23M0.6%+7.3%0.012%
5/8/2024Russell Investments Group Ltd.64,910$2.40M0.0%-17.4%0.024%
5/8/2024 QRG Capital Management Inc.12,016$445K0.0%+13.3%0.004%
5/7/2024 Meeder Advisory Services Inc.6,506$241K0.0%+5.5%0.002%
5/7/2024 Choate Investment Advisors7,804$289K0.0%+28.4%0.003%
5/7/2024 Sei Investments Co.87,939$3.26M0.0%-48.2%0.032%
5/7/2024 Atomi Financial Group Inc.10,496$389K0.0%N/A0.004%
5/7/2024Susquehanna Fundamental Investments LLC159,863$5.92M0.3%N/A0.058%
5/7/2024 Horizon Investment Services LLC7,855$291K0.1%+18.4%0.003%
5/7/2024 Smithfield Trust Co17,769$659K0.0%+2.9%0.006%
5/7/2024 Bernardo Wealth Planning LLC20,560$762K0.2%-1.4%0.008%
5/7/2024 Swiss National Bank777,600$28.81M0.0%-0.7%0.284%
5/7/2024 Forsta AP Fonden62,400$2.31M0.0%+22.1%0.023%
5/7/2024 Mitsubishi UFJ Asset Management UK Ltd.15,000$556K0.3%N/A0.005%
5/7/2024 Oppenheimer & Co. Inc.7,297$270K0.0%+13.9%0.003%
5/7/2024 SG Americas Securities LLC5,372$199K0.0%-72.9%0.002%
5/6/2024 Manchester Capital Management LLC9,313$345K0.0%+98.3%0.003%
5/6/2024 TFG Advisers LLC36,531$1.35M0.5%-9.5%0.013%
5/6/2024 Texas Permanent School Fund Corp220,054$8.15M0.1%+1.4%0.080%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S18,341$680K0.0%+126.8%0.007%
5/3/2024 Whittier Trust Co. of Nevada Inc.14,414$534K0.0%-4.1%0.005%
5/2/2024 Diversified LLC10,821$401K0.1%-7.2%0.004%
5/2/2024 Mutual of America Capital Management LLC149,813$5.55M0.1%-3.4%0.055%
5/2/2024 Daiwa Securities Group Inc.22,208$823K0.0%-6.3%0.008%
5/2/2024 Nordea Investment Management AB3,425,350$126.16M0.1%+17,553.7%1.252%
5/2/2024 Mendel Money Management8,930$331K0.2%-202.1%0.003%
5/2/2024 Tokio Marine Asset Management Co. Ltd.10,196$378K0.0%+21.7%0.004%
5/2/2024 Pullen Investment Management LLC6,573$244K0.2%N/A0.002%
5/1/2024 Janney Montgomery Scott LLC140,782$5.22M0.0%+2.8%0.051%
5/1/2024 Mirae Asset Global Investments Co. Ltd.19,334$782K0.0%+24.8%0.007%
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5/1/2024 Bridgewater Advisors Inc.47,070$1.74M0.3%+16.7%0.017%
5/1/2024 Sequoia Financial Advisors LLC8,524$316K0.0%+38.0%0.003%
4/30/2024 Private Advisor Group LLC108,854$4.03M0.0%-1.9%0.040%
4/30/2024 J.W. Cole Advisors Inc.21,421$791K0.0%+5.7%0.008%
4/30/2024 Hartline Investment Corp5,535$205K0.0%N/A0.002%
4/30/2024 Retirement Systems of Alabama359,840$13.33M0.1%+0.3%0.132%
4/30/2024 Norden Group LLC5,635$209K0.0%N/A0.002%
4/30/2024 Van ECK Associates Corp62,437$2.31M0.0%+2.6%0.023%
4/30/2024 Mitchell Sinkler & Starr PA18,702$693K0.2%-52.1%0.007%
4/30/2024 Arkadios Wealth Advisors24,429$905K0.1%-3.1%0.009%
4/30/2024 Tandem Investment Advisors Inc.2,010,380$74.49M2.9%+7.7%0.735%
4/30/2024 Caprock Group LLC8,115$301K0.0%+7.8%0.003%
4/30/2024 Stock Yards Bank & Trust Co.11,542$428K0.0%-12.7%0.004%
4/30/2024 Allspring Global Investments Holdings LLC4,064$151K0.0%-24.6%0.001%
4/29/2024Commonwealth Equity Services LLC268,251$9.94M0.0%+5.4%0.098%
4/29/2024 Greenleaf Trust7,449$276K0.0%+18.4%0.003%
4/29/2024 Principal Financial Group Inc.1,120,066$41.50M0.0%+3.1%0.410%
4/29/2024 Mn Services Vermogensbeheer B.V.105,000$3.89M0.0%-8.6%0.038%
4/29/2024 First National Bank & Trust Co. of Newtown121,604$4.50M0.9%-1.3%0.044%
4/26/2024 Securian Asset Management Inc.20,677$766K0.0%-2.5%0.008%
4/26/2024 BLB&B Advisors LLC76,107$2.82M0.2%-7.3%0.028%
4/26/2024 Yousif Capital Management LLC116,032$4.30M0.0%-0.9%0.042%
4/26/2024 YHB Investment Advisors Inc.12,496$463K0.0%-75.4%0.005%
4/26/2024 First Personal Financial Services43,674$1.62M0.4%+1.1%0.016%
4/25/2024 New York State Teachers Retirement System320,500$11.88M0.0%+0.5%0.117%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 194,097$7.19M0.0%-12.2%0.071%
4/25/2024 Benedict Financial Advisors Inc.75,191$2.79M0.7%-0.8%0.027%
4/25/2024 Cambridge Investment Research Advisors Inc.78,558$2.91M0.0%-0.9%0.029%
4/24/2024 Krilogy Financial LLC23,440$868K0.1%+34.5%0.009%
4/24/2024 CENTRAL TRUST Co9,464$351K0.0%+13.8%0.003%
4/24/2024 Simplicity Wealth LLC11,765$436K0.0%N/A0.004%
4/24/2024 First Pacific Financial15,029$557K0.2%+9.2%0.005%
4/24/2024 Assenagon Asset Management S.A.9,929$368K0.0%+6.8%0.004%
4/23/2024 Louisiana State Employees Retirement System72,400$2.68M0.1%+2.5%0.026%
4/23/2024 Amalgamated Bank137,147$5.08M0.0%-12.2%0.050%
4/23/2024 Gradient Investments LLC1,008$37K0.0%-54.9%0.000%
4/23/2024 Fifth Third Bancorp4,258$158K0.0%+9.3%0.002%
4/23/2024 Arcadia Investment Management Corp MI79,105$2.93M0.5%+35.1%0.029%
4/23/2024 Wealth Effects LLC7,223$268K0.1%-25.2%0.003%
4/23/2024 Raymond James Financial Services Advisors Inc.63,804$2.36M0.0%+2.6%0.023%
4/22/2024 Raymond James & Associates124,558$4.62M0.0%-18.8%0.046%
4/22/2024 IFM Investors Pty Ltd100,421$3.72M0.0%+8.7%0.037%
4/20/2024 Maryland State Retirement & Pension System233,017$7.99M0.2%+1.5%0.085%
4/19/2024 Norden Group LLC5,635$209K0.0%N/A0.002%
4/19/2024 Tradewinds Capital Management LLC699$26K0.0%+857.5%0.000%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.558,821$20.70M0.0%+4.8%0.204%
4/18/2024 State of Michigan Retirement System61,771$2.29M0.0%+2.5%0.023%
4/18/2024 Allspring Global Investments Holdings LLC4,064$151K0.0%-24.6%0.001%
4/17/2024 Coston McIsaac & Partners99,667$3.69M1.2%+4.0%0.036%
4/16/2024 Toth Financial Advisory Corp35,516$1.32M0.2%+64.5%0.013%
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4/16/2024 Webster Bank N. A.1,100$41K0.0%N/A0.000%
4/16/2024Kathmere Capital Management LLC16,345$606K0.1%-19.3%0.006%
4/16/2024 Hennessy Advisors Inc.175,300$6.50M0.3%-3.8%0.064%
4/16/2024 Wealth Enhancement Advisory Services LLC37,058$1.37M0.0%+11.8%0.014%
4/15/2024 Wealthcare Advisory Partners LLC24,270$899K0.0%+7.6%0.009%
4/15/2024 Kingswood Wealth Advisors LLC6,650$246K0.0%N/A0.002%
4/12/2024 Riverview Trust Co1,154$43K0.0%N/A0.000%
4/12/2024 Gateway Investment Advisers LLC10,223$379K0.0%N/A0.004%
4/12/2024 Folger Nolan Fleming Douglas Capital Management Inc.193,838$7.18M0.7%+3.7%0.071%
4/11/2024 Radnor Capital Management LLC59,352$2.20M0.4%-1.9%0.022%
(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, 621 institutional investors and hedge funds held shares of Essential Utilities. The most heavily invested institutionals were BlackRock Inc. ($1.20B), Vanguard Group Inc. ($1.05B), State Street Corp ($568.48M), Amundi ($289.32M), Pictet Asset Management SA ($237.11M), Geode Capital Management LLC ($143.42M), and Invesco Ltd. ($140.43M).Learn more on WTRG's 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 512 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: Bank Julius Baer & Co. Ltd Zurich ($10.49M), Nordea Investment Management AB ($3.42M), Norges Bank ($2.60M), AEGON ASSET MANAGEMENT UK Plc ($2.13M), Vanguard Group Inc. ($1.56M), Empower Advisory Group LLC ($1.25M), and Amundi ($1.21M).

How much institutional buying is happening at Essential Utilities?

Institutional investors have bought a total of 52,741,849 shares in the last 24 months. This purchase volume represents approximately $2.17B in transactions.

Which Essential Utilities major shareholders have been selling company stock?

Of the 374 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: Impax Asset Management Group plc ($4.55M), Cohen & Steers Inc. ($2.89M), Bank of Montreal Can ($1.73M), Jennison Associates LLC ($1.16M), Macquarie Group Ltd. ($1.11M), Franklin Resources Inc. ($940.89K), and Cbre Investment Management Listed Real Assets LLC ($700.75K).

How much institutional selling is happening at Essential Utilities?

Institutional investors have sold a total of 26,515,908 shares in the last 24 months. This volume of shares sold represents approximately $1.12B in transactions.


This page (NYSE:WTRG) was last updated on 5/9/2024 by MarketBeat.com Staff

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