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Essential Utilities (WTRG) Institutional Ownership

Essential Utilities logo
$38.66 -0.72 (-1.83%)
Closing price 07/6/2026 03:59 PM Eastern
Extended Trading
$38.65 -0.01 (-0.04%)
As of 07/6/2026 07:46 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)
442
Total
Institutional Inflows
(last 12 months)
$1.97B
Number of
Institutional Sellers
(last 12 months)
287
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
7/6/2026Trilogy 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%
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%
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5/12/2026ABN 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%
5/4/2026ABC 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%
5/4/2026Procyon Advisors LLC4,989$201K0.0%-43.0%0.002%
5/2/2026UNIVEST FINANCIAL Corp5,179$209K0.0%N/A0.002%
5/1/2026Commonwealth 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%
5/1/2026Sequoia 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%
4/30/2026Sumitomo Mitsui Trust Group Inc.45,031$1.81M0.0%-92.0%0.016%
4/30/2026Oregon Public Employees Retirement Fund57,988$2.34M0.0%+3.2%0.020%
4/29/2026Addison Capital Co29,978$1.21M0.2%-2.1%0.011%
4/28/2026Praxis Investment Management Inc.16,832$678K0.0%+5.4%0.006%
4/28/2026Evolution Wealth Management Inc.669$27K0.0%N/A0.000%
4/28/2026QRG Capital Management Inc.22,871$921K0.0%+15.3%0.008%
4/27/2026HB Wealth Management LLC18,204$733K0.0%+20.6%0.006%
4/27/2026New York State Teachers Retirement System287,778$11.59M0.0%-3.0%0.102%
4/27/2026Private Advisor Group LLC52,547$2.12M0.0%-20.0%0.019%
4/27/2026Y Intercept Hong Kong Ltd113,084$4.55M0.1%+713.7%0.040%
4/27/2026Fjarde AP Fonden Fourth Swedish National Pension Fund181,286$7.30M0.0%+165.3%0.064%
4/27/2026Fideuram Intesa Sanpaolo Private Banking S.P.A.79,507$3.20M0.1%-18.9%0.028%
4/25/2026Boston Trust Walden Corp2,481,448$99.93M0.8%-3.0%0.876%
4/25/2026Keybank National Association OH9,159$369K0.0%-23.2%0.003%
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4/24/2026Root Financial Partners LLC1,030$41K0.0%+111.1%0.000%
4/24/2026IFM Investors Pty Ltd20,049$807K0.0%-72.7%0.007%
4/24/2026Key Financial Inc25,209$1.02M0.2%+5.9%0.009%
4/23/2026Folger Nolan Fleming Douglas Capital Management Inc.213,511$8.60M0.8%+5.1%0.075%
4/23/2026Pathway Financial Advisers LLC31,449$1.27M0.4%-1.5%0.011%
4/23/2026NORTHSTAR ASSET MANAGEMENT Co6,500$262K0.1%-3.7%0.002%
4/23/2026Inspire Investing LLC8,489$342K0.0%-5.2%0.003%
4/23/2026Intrua Financial LLC6,058$244K0.0%-8.6%0.002%
4/23/2026Coston McIsaac & Partners122,079$4.92M1.1%+6.0%0.043%
4/22/2026Janney Montgomery Scott LLC165,144$6.65M0.0%-1.0%0.058%


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 609 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 Boston Trust Walden Corp ($2.42M).

Institutional investors have bought a total of 50,792,582 shares in the last 24 months. This purchase volume represents approximately $1.97B in transactions.

Of the 287 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 38,089,444 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 7/7/2026 by MarketBeat.com Staff.
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