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Essential Utilities (WTRG) Institutional Ownership

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$44.66 -0.29 (-0.65%)
Closing price 03:59 PM Eastern
Extended Trading
$44.64 -0.02 (-0.04%)
As of 07:30 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)
368
Total
Institutional Inflows
(last 12 months)
$2.96B
Number of
Institutional Sellers
(last 12 months)
253
Total
Institutional Outflows
(last 12 months)
$1.09B
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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
11/12/2026Meeder Advisory Services Inc.10,436$409K0.0%-22.6%0.004%
11/12/2026First Trust Advisors LP2,067,508$81.03M0.0%-1.2%0.722%
11/12/2026State Street Corp12,659,147$496.11M0.0%-3.5%4.420%
11/12/2026TIAA CREF Individual & Institutional Services LLC7,037$276K0.0%+26.2%0.002%
11/12/2026Whittier Trust Co.1,656$65K0.0%-47.1%0.001%
11/11/2026 Advisors Asset Management Inc.31,352$1.23M0.0%N/A0.011%
11/11/2026 GW&K Investment Management LLC453,142$17.76M0.2%-42.5%0.158%
11/11/2026 Private Wealth Asset Management LLC10,125$397K0.0%N/A0.004%
11/11/2026 Heartland Advisors Inc.45,173$1.77M0.1%-0.7%0.016%
11/11/2026 Private Advisor Group LLC54,012$2.12M0.0%+45.1%0.019%
11/11/2026 Taylor Hoffman Capital Management LLC6,722$263K0.1%N/A0.002%
11/11/2026 Ieq Capital LLC52,322$2.05M0.0%-62.2%0.018%
11/11/2026 Focus Advisor Solutions LLC10,821$424K0.0%+13.4%0.004%
11/11/2026 Independent Advisor Alliance12,760$510K0.0%+16.5%0.004%
11/10/2026 Voya Investment Management LLC92,154$3.61M0.0%+241.5%0.032%
11/10/2026 South Dakota Investment Council143,499$5.62M0.1%-7.7%0.051%
11/10/2026 Rothschild Investment LLC22,531$883K0.0%-23.0%0.008%
11/10/2026 Cullen Capital Management LLC24,827$973K0.0%+30.6%0.009%
11/10/2026 Willow Creek Capital Management Inc.17,298$678K0.6%-6.1%0.006%
11/10/2026 HighTower Advisors LLC88,821$3.48M0.0%-3.6%0.031%
11/10/2026 First National Bank & Trust Co. of Newtown85,675$3.73M0.7%-2.0%0.030%
11/10/2026 NINE MASTS CAPITAL Ltd74,262$2.91M0.3%+147.5%0.026%
11/9/2026 Cetera Trust Company N.A5,585$219K0.1%-25.9%0.002%
11/9/2026 Bessemer Group Inc.4,817$189K0.0%+353.6%0.002%
11/9/2026 Hantz Financial Services Inc.7,809$306K0.0%+41.5%0.003%
11/9/2026 Harbour Investments Inc.5,266$206K0.0%-12.6%0.002%
11/6/2026 Aberdeen Group plc230,000$9.01M0.0%+1.1%0.081%
11/6/2026 Moors & Cabot Inc.27,199$1.07M0.0%-11.6%0.010%
11/6/2026 Allworth Financial LP175,721$6.73M0.0%+1.8%0.062%
11/6/2026 Russell Investments Group Ltd.49,969$1.96M0.0%-26.7%0.018%
11/6/2026 Coston McIsaac & Partners130,185$5.10M1.0%+1.5%0.046%
11/6/2026 Eurizon Capital SGR S.p.A.3,747$147K0.0%-78.1%0.001%
11/6/2026 Fifth Third Bancorp59,110$2.32M0.0%-6.8%0.021%
11/5/2026 Maryland State Retirement & Pension System260,270$10.20M0.2%-8.4%0.092%
11/5/2026 Ritholtz Wealth Management10,076$395K0.0%+28.1%0.004%
11/5/2026 UNIVEST FINANCIAL Corp5,179$203K0.0%-47.3%0.002%
11/5/2026 Jacobi Capital Management LLC73,382$2.88M0.1%+0.3%0.026%
11/5/2026 Machina Capital S.A.S.101,411$3.97M0.5%+96.8%0.036%
11/5/2026 Keybank National Association OH8,700$341K0.0%+12.0%0.003%
11/4/2026 New York Life Investment Management LLC39,022$1.53M0.0%+16.2%0.014%
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11/4/2026 AEGON ASSET MANAGEMENT UK Plc601,274$23.56M0.2%-0.4%0.212%
11/4/2026 Retirement Systems of Alabama292,702$11.47M0.0%-0.2%0.103%
11/4/2026 Entrust Financial LLC2,853$112K0.1%-9.8%0.001%
11/3/2026 Ethic Inc.15,734$617K0.0%-26.7%0.006%
11/3/2026 StoneX Group Inc.7,152$283K0.0%N/A0.003%
11/3/2026 Pictet Asset Management Holding SA1,827,223$71.61M0.1%-27.6%0.644%
11/3/2026 Parallel Advisors LLC2,874$113K0.0%+27.7%0.001%
11/3/2026 Alps Advisors Inc.64,144$2.51M0.0%-48.9%0.023%
11/3/2026 Ashton Thomas Private Wealth LLC9,082$356K0.0%-10.5%0.003%
11/3/2026 CenterBook Partners LP23,563$923K0.0%+173.8%0.008%
11/3/2026 Heritage Family Offices LLP2,550$100K0.0%N/A0.001%
11/2/2026 Kestra Advisory Services LLC34,626$1.36M0.0%+11.0%0.012%
11/2/2026 Commonwealth Equity Services LLC234,780$9.20M0.0%+9.3%0.083%
10/31/2026 Pathway Financial Advisers LLC10,585$415K0.1%-65.1%0.004%
10/31/2026 Kestra Private Wealth Services LLC18,227$714K0.0%N/A0.006%
10/31/2026 Costello Asset Management INC16,036$628K0.2%-9.1%0.006%
10/31/2026 Bfsg LLC21,551$845K0.1%-5.3%0.008%
10/31/2026 Boston Trust Walden Corp2,301,599$90.20M0.7%-6.6%0.811%
10/31/2026 Chicago Partners Investment Group LLC11,308$488K0.0%N/A0.004%
10/31/2026 Covestor Ltd1,716$67K0.0%+749.5%0.001%
10/29/2026 Virtue Capital Management LLC10,718$420K0.1%-34.7%0.004%
10/29/2026 Sumitomo Mitsui Trust Group Inc.29,247$1.15M0.0%-41.7%0.010%
10/29/2026 Mirae Asset Global Investments Co. Ltd.657$26K0.0%N/A0.000%
10/29/2026 ProShare Advisors LLC720,312$28.23M0.0%+1.9%0.254%
10/29/2026 Vise Technologies Inc.47,922$1.88M0.0%+68.4%0.017%
10/28/2026 Choreo LLC7,502$294K0.0%-3.2%0.003%
10/28/2026 Sage Rhino Capital LLC5,246$206K0.0%N/A0.000%
10/28/2026 North Dakota State Investment Board8,673$340K0.0%+4.0%0.000%
10/27/2026 BLB&B Advisors LLC28,113$1.10M0.0%-5.7%0.010%
10/27/2026 Generali Asset Management SPA SGR24,752$970K0.0%-36.5%0.009%
10/27/2026 Lynch Investment Planning LLC2,776$109K0.1%N/A0.001%
10/26/2026 Oppenheimer & Co. Inc.5,924$232K0.0%N/A0.002%
10/26/2026 FSA Wealth Partners Inc.7,514$294K0.1%-10.3%0.003%
10/23/2026 Radnor Capital Management LLC38,735$1.52M0.2%-1.3%0.014%
10/23/2026 Bernardo Wealth Planning LLC22,338$875K0.1%+106.9%0.008%
10/23/2026 Robeco Schweiz AG22,341$876K0.0%N/A0.008%
10/23/2026 Signaturefd LLC9,296$364K0.0%+16.9%0.003%
10/23/2026 Sterling Capital Management LLC8,170$320K0.0%-5.5%0.003%
10/23/2026 Inspire Investing LLC25,894$1.02M0.0%-16.5%0.009%
10/22/2026 Yousif Capital Management LLC76,409$2.99M0.0%-5.3%0.027%
10/22/2026 Curry Webb Wealth Management LLC1,461$57K0.0%N/A0.001%
10/22/2026 Root Financial Partners LLC694$27K0.0%N/A0.000%
10/21/2026 Axxcess Wealth Management LLC22,905$898K0.0%-15.9%0.008%
10/21/2026 Crossmark Global Holdings Inc.17,622$691K0.0%-3.3%0.006%
10/21/2026 Quadrant Capital Group LLC36,098$1.42M0.0%+2.7%0.013%
10/21/2026 Nisa Investment Advisors LLC43,814$1.72M0.0%-4.5%0.015%
10/20/2026 Secure Asset Management LLC62,860$2.46M0.3%+7.7%0.022%
10/17/2026 IFP Advisors Inc2,859$112K0.0%-48.8%0.001%
10/17/2026 Lee Financial Co15,090$591K0.1%-44.1%0.005%
10/16/2026 Vontobel Holding Ltd.77,014$3.02M0.0%-1.5%0.027%
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10/16/2026 TD Waterhouse Canada Inc.6,386$247K0.0%-39.0%0.002%
10/15/2026 AdvisorNet Financial Inc237,193$9.45M0.4%+1.9%0.084%
10/15/2026 Assenagon Asset Management S.A.3,233,682$126.73M0.1%+1,224.0%1.140%
10/15/2026 State of Alaska Department of Revenue26,881$1.05M0.0%-3.3%0.009%
10/15/2026 Fortitude Family Office LLC2,310$91K0.0%+1,235.3%0.001%
10/14/2026 First Citizens Bank & Trust Co.29,056$1.14M0.0%+108.2%0.010%
10/14/2026 Krilogy Financial LLC7,101$278K0.0%-21.8%0.003%
10/10/2026 RTD Financial Advisors Inc.9,238$362K0.0%+30.1%0.003%
10/9/2026 Wedmont Private Capital8,058$312K0.0%+54.8%0.003%
10/9/2026 GAMMA Investing LLC8,436$331K0.0%+12.1%0.003%


WTRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 721 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 ($496.11M), Nordea Investment Management AB ($292.91M), Geode Capital Management LLC ($200.20M), Amundi ($166.05M), 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 625 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), Assenagon Asset Management S.A. ($4.72M), Legal & General Group Plc ($4.30M), Vanguard Group Inc. ($3.78M), JPMorgan Chase & Co. ($3.72M), and ANTIPODES PARTNERS Ltd ($3.27M).

Institutional investors have bought a total of 76,800,724 shares in the last 24 months. This purchase volume represents approximately $2.96B in transactions.

Of the 250 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 ($2.89M), First Trust Advisors LP ($2.31M), Pictet Asset Management Holding SA ($1.63M), Assenagon Asset Management S.A. ($1.50M), Nordea Investment Management AB ($1.35M), and Cbre Investment Management Listed Real Assets LLC ($782.71K).

Institutional investors have sold a total of 27,817,492 shares in the last 24 months. This volume of shares sold represents approximately $1.09B 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 11/12/2026. New 13F filings are added each quarter as they're published.
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