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Essential Utilities (WTRG) Institutional Ownership

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$37.25 -0.22 (-0.59%)
Closing price 07/16/2025 03:59 PM Eastern
Extended Trading
$37.30 +0.05 (+0.12%)
As of 08:02 AM Eastern
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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)
378
Total
Institutional Inflows
(last 12 months)
$1.23B
Number of
Institutional Sellers
(last 12 months)
295
Total
Institutional Outflows
(last 12 months)
$601.68M
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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
7/16/2025State of Alaska Department of Revenue28,916$1.07M0.0%-2.3%0.010%
7/16/2025Kathmere Capital Management LLC10,740$399K0.0%-10.7%0.004%
7/15/2025 Public Employees Retirement System of Ohio85,573$3.18M0.0%+10.4%0.031%
7/15/2025 Fifth Third Bancorp2,969$110K0.0%+14.3%0.001%
7/15/2025 Covea Finance65,800$2.44M0.1%+90.7%0.023%
7/15/2025 Bfsg LLC2,022$75K0.0%+39.2%0.001%
7/14/2025 GAMMA Investing LLC4,747$176K0.0%+41.6%0.002%
7/14/2025 Toth Financial Advisory Corp110,295$4.10M0.5%+18.9%0.039%
7/14/2025 Sowell Financial Services LLC6,107$227K0.0%+16.4%0.002%
7/11/2025 Farther Finance Advisors LLC6,908$257K0.0%+112.7%0.002%
7/11/2025 UMB Bank n.a.3,161$117K0.0%+21.0%0.001%
7/11/2025 SeaCrest Wealth Management LLC7,385$274K0.0%-6.7%0.003%
7/11/2025 Assenagon Asset Management S.A.153,550$5.70M0.0%+59.2%0.055%
7/11/2025 IFM Investors Pty Ltd69,999$2.60M0.0%-5.8%0.025%
7/10/2025 Exchange Traded Concepts LLC64,102$2.38M0.0%+1.0%0.023%
7/10/2025 Wealth Enhancement Advisory Services LLC74,670$2.75M0.0%+24.6%0.027%
7/10/2025 Mn Services Vermogensbeheer B.V.96,200$3.57M0.0%+4.2%0.034%
7/10/2025 Tompkins Financial Corp5,885$219K0.0%+249.3%0.002%
7/10/2025 Swedbank AB372,231$13.83M0.0%+1.0%0.133%
7/10/2025 Secure Asset Management LLC34,463$1.28M0.2%-34.3%0.012%
7/9/2025 Procyon Advisors LLC8,746$325K0.0%-4.4%0.003%
7/9/2025 Gateway Investment Advisers LLC64,058$2.38M0.0%+826.4%0.023%
7/9/2025 Byrne Asset Management LLC1,240$46K0.0%-34.8%0.000%
7/9/2025 MassMutual Private Wealth & Trust FSB2,540$94K0.0%+92.4%0.001%
7/8/2025 First National Corp MA ADV47,548$1.77M0.4%-22.2%0.017%
7/2/2025 Capital Market Strategies LLC12,100$449K0.3%-14.2%0.004%
6/26/2025AG2R LA Mondiale Gestion D Actifs15,521$598K0.0%N/A0.006%
6/23/2025 Swedbank AB368,485$14.57M0.0%+24.7%0.131%
6/18/2025Voya Investment Management LLC67,762$2.68M0.0%+13.8%0.024%
6/3/2025Inspire Investing LLC8,131$321K0.0%+11.2%0.003%
5/28/2025Intrua Financial LLC10,654$421K0.1%N/A0.004%
5/28/2025Addison Capital Co33,126$1.31M0.5%+3.2%0.012%
5/27/2025Jacobi Capital Management LLC73,024$2.89M0.2%+7.8%0.026%
5/21/2025 IFM Investors Pty Ltd74,285$2.94M0.0%-17.3%0.026%
5/20/2025Belpointe Asset Management LLC17,057$674K0.0%-4.7%0.006%
5/20/2025Focus Partners Wealth22,322$882K0.0%+4.9%0.008%
5/20/2025Glenview Trust co5,392$213K0.0%N/A0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,438,783$96.41M0.0%+3.9%0.870%
5/16/2025Meiji Yasuda Asset Management Co Ltd.285,309$11.28M0.5%+1,924.2%0.104%
5/16/2025Goldman Sachs Group Inc.943,797$37.31M0.0%+122.7%0.337%
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5/16/2025Jones Financial Companies Lllp144,791$5.87M0.0%-39.7%0.053%
5/16/2025Dynamic Technology Lab Private Ltd22,227$879K0.1%N/A0.008%
5/16/2025Resolution Capital Ltd36,948$1.46M0.0%-28.3%0.013%
5/16/2025NFJ Investment Group LLC176,496$6.98M0.2%-7.6%0.064%
5/16/2025Nissay Asset Management Corp Japan ADV32,175$1.27M0.0%+1.0%0.012%
5/16/2025NewEdge Advisors LLC29,674$1.17M0.0%+1.8%0.011%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.12,861$508K0.0%+7.8%0.005%
5/16/2025Integrated Wealth Concepts LLC5,409$214K0.0%-18.0%0.002%
5/16/2025AQR Capital Management LLC75,439$2.97M0.0%-69.4%0.027%
5/16/2025Advisors Asset Management Inc.16,400$648K0.0%-14.5%0.006%
5/16/2025Amundi5,490,062$218.53M0.1%-19.3%1.993%
5/15/2025EP Wealth Advisors LLC8,303$328K0.0%-10.0%0.003%
5/15/2025First Manhattan CO. LLC.154,621$6.11M0.0%-14.0%0.056%
5/15/2025Flputnam Investment Management Co.85,580$3.38M0.1%N/A0.031%
5/15/2025Royal Bank of Canada498,669$19.71M0.0%+28.2%0.181%
5/15/2025ICW Investment Advisors LLC5,430$215K0.1%N/A0.002%
5/15/2025Energy Income Partners LLC720,884$28.50M0.5%+3.6%0.262%
5/15/2025Quarry LP3,275$129K0.0%+656.4%0.001%
5/15/2025Nomura Holdings Inc.12,017$475K0.0%-73.5%0.004%
5/15/2025Certior Financial Group LLC5,360$212K0.2%N/A0.002%
5/15/2025Baird Financial Group Inc.123,557$4.88M0.0%+19.2%0.045%
5/15/2025Vident Advisory LLC9,256$366K0.0%N/A0.003%
5/15/2025Evergreen Capital Management LLC8,016$317K0.0%-15.8%0.003%
5/15/2025Trexquant Investment LP40,631$1.61M0.0%N/A0.015%
5/15/2025OMERS ADMINISTRATION Corp9,312$368K0.0%-14.2%0.003%
5/14/2025Truvestments Capital LLC1,406$56K0.0%+27.6%0.001%
5/14/2025Epoch Investment Partners Inc.1,177,943$46.56M0.2%-1.6%0.428%
5/14/2025WealthTrust Axiom LLC12,048$476K0.1%N/A0.004%
5/14/2025Corebridge Financial Inc.279,048$11.03M0.1%-2.4%0.101%
5/14/2025Comerica Bank78,421$3.10M0.0%-10.6%0.028%
5/14/2025MetLife Investment Management LLC140,277$5.55M0.0%-1.5%0.051%
5/14/2025Walleye Capital LLC6,517$258K0.0%N/A0.002%
5/14/2025Campbell & CO Investment Adviser LLC64,955$2.57M0.2%N/A0.024%
5/14/2025Jump Financial LLC7,612$301K0.0%N/A0.003%
5/14/2025Cbre Investment Management Listed Real Assets LLC2,166,797$85.65M1.3%+6.1%0.786%
5/14/2025APG Asset Management N.V.193,703$7.09M0.0%-11.9%0.070%
5/14/2025Northwestern Mutual Wealth Management Co.30,549$1.21M0.0%+11.5%0.011%
5/14/2025Haverford Trust Co24,531$970K0.0%-9.8%0.009%
5/14/2025Kestra Advisory Services LLC26,982$1.07M0.0%-26.4%0.010%
5/14/2025Allstate Corp16,111$637K0.0%+94.9%0.006%
5/14/2025Gitterman Wealth Management LLC11,515$455K0.1%+12.4%0.004%
5/14/2025Compound Planning Inc.11,466$453K0.0%+27.8%0.004%
5/14/2025Candriam S.C.A.333,404$13.18M0.1%-4.3%0.121%
5/14/2025Dorsey & Whitney Trust CO LLC9,071$359K0.0%-3.1%0.003%
5/14/2025Credit Agricole S A30,829$1.22M0.0%-12.9%0.011%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.6,673$263K0.0%N/A0.002%
5/14/2025Van Lanschot Kempen Investment Management N.V.3,362$133K0.0%-12.9%0.001%
5/14/2025BI Asset Management Fondsmaeglerselskab A S8,041$318K0.0%-19.5%0.003%
5/14/2025Hsbc Holdings PLC82,343$3.25M0.0%-30.9%0.030%
5/14/2025Lee Financial Co24,156$955K0.1%-11.0%0.009%
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5/14/2025Quantbot Technologies LP8,513$337K0.0%N/A0.003%
5/14/2025Korea Investment CORP41,429$1.64M0.0%-52.4%0.015%
5/13/2025Northern Trust Corp3,218,314$127.22M0.0%-3.4%1.168%
5/13/2025Brooklyn Investment Group1,360$54K0.0%+101.8%0.000%
5/13/2025Northwest & Ethical Investments L.P.32,627$1.29M0.0%+42.0%0.012%
5/13/2025Cambiar Investors LLC244,329$9.66M0.4%-9.0%0.089%
5/13/2025Raymond James Financial Inc.333,965$13.20M0.0%+64.3%0.121%
5/13/2025Cresset Asset Management LLC7,862$311K0.0%+7.4%0.003%
5/13/2025State of New Jersey Common Pension Fund D75,984$3.00M0.0%-2.6%0.028%
5/13/2025American Century Companies Inc.126,646$5.01M0.0%+4.2%0.046%
(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, 657 institutional investors and hedge funds held shares of Essential Utilities. The most heavily invested institutionals were BlackRock Inc. ($1.20B), Vanguard Group Inc. ($1.17B), State Street Corp ($480.82M), Nordea Investment Management AB ($247.13M), Pictet Asset Management Holding SA ($244.30M), Amundi ($218.53M), and Geode Capital Management LLC ($156.53M).Learn more on Essential Utilities' 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 532 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), Norges Bank ($5.43M), Nordea Investment Management AB ($4.38M), Vanguard Group Inc. ($3.17M), Pathway Financial Advisers LLC ($2.48M), Boston Trust Walden Corp ($2.47M), and Maple Brown Abbott Ltd ($2.38M).

How much institutional buying is happening at Essential Utilities?

Institutional investors have bought a total of 32,807,802 shares in the last 24 months. This purchase volume represents approximately $1.23B in transactions.

Which of Essential Utilities' major shareholders have been selling company stock?

Of the 295 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: Amundi ($2.34M), Millennium Management LLC ($1.23M), Pathway Financial Advisers LLC ($1.22M), Bank of Montreal Can ($1.01M), FMR LLC ($664.88K), Principal Financial Group Inc. ($664.16K), and Point72 Asset Management L.P. ($541.63K).

How much institutional selling is happening at Essential Utilities?

Institutional investors have sold a total of 16,000,464 shares in the last 24 months. This volume of shares sold represents approximately $601.68M in transactions.



This page (NYSE:WTRG) was last updated on 7/17/2025 by MarketBeat.com Staff
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