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NYSE:WTRG

Essential Utilities (WTRG) Institutional Ownership

$40.27
-0.34 (-0.84%)
(As of 05:34 PM ET)
Compare
Today's Range
$40.23
$41.20
50-Day Range
$40.16
$45.03
52-Week Range
$38.50
$52.42
Volume
1.33 million shs
Average Volume
1.16 million shs
Market Capitalization
$10.65 billion
P/E Ratio
23.28
Dividend Yield
2.86%
Price Target
$52.38

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

Current
Institutional Ownership
Percentage
69.96%
Number of
Institutional Buyers
(last 12 months)
416
Total
Institutional Inflows
(last 12 months)
$1.42 B
Number of
Institutional Sellers
(last 12 months)
293
Total
Institutional Outflows
(last 12 months)
$752.03 M
Skip Chart & View Institutional Buying and Selling Data

WTRG Institutional Buying and Selling by Quarter

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Essential Utilities Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/26/2023ProShare Advisors LLC765,182$33.40M0.1%-5.1%0.289%
5/25/2023Empower Advisory Group LLC1,167,786$50.29M0.2%N/A0.442%
5/22/2023Ameriprise Financial Inc.385,317$16.84M0.0%+3.6%0.146%
5/18/2023JPMorgan Chase & Co.649,622$28.36M0.0%+38.2%0.246%
5/17/2023Rockefeller Capital Management L.P.14,610$0.64M0.0%+14.5%0.006%
5/17/2023Chevy Chase Trust Holdings LLC5,300$0.23M0.0%-33.8%0.002%
5/17/2023Thrivent Financial for Lutherans89,833$3.92M0.0%-0.6%0.034%
5/16/2023Mercer Global Advisors Inc. ADV40,384$1.76M0.0%-1.5%0.015%
5/16/2023Susquehanna Fundamental Investments LLC51,820$2.26M0.1%-58.4%0.020%
5/16/2023Apollon Wealth Management LLC7,724$0.34M0.0%-5.9%0.003%
5/16/2023Segall Bryant & Hamill LLC7,420$0.32M0.0%-5.7%0.003%
5/16/2023State Street Corp13,894,977$606.52M0.0%-6.0%5.256%
5/16/2023Stock Yards Bank & Trust Co.24,804$1.08M0.0%-14.4%0.009%
5/16/2023Steward Partners Investment Advisory LLC21,976$0.96M0.0%+3.2%0.008%
5/16/2023First Manhattan CO. LLC.206,442$9.01M0.0%-12.7%0.078%
5/16/2023First Trust Advisors LP1,384,559$60.44M0.1%+21.4%0.524%
5/16/2023Geode Capital Management LLC3,386,273$147.59M0.0%+3.6%1.281%
5/16/2023Greenland Capital Management LP78,868$3.44M0.4%+67.8%0.030%
5/16/2023AQR Capital Management LLC489,353$21.25M0.0%-10.3%0.185%
5/16/2023Arrowstreet Capital Limited Partnership78,203$3.41M0.0%N/A0.030%
5/16/2023Alberta Investment Management Corp5,300$0.23M0.0%N/A0.002%
5/16/2023Brookfield Corp ON 1,407,029$61.42M0.2%+18.9%0.532%
5/16/2023Belpointe Asset Management LLC16,329$0.71M0.0%+2.6%0.006%
5/15/2023Schonfeld Strategic Advisors LLC128,558$5.61M0.1%+1,514.2%0.049%
5/15/2023Cubist Systematic Strategies LLC295,403$12.89M0.1%+3,761.5%0.112%
5/15/2023Meeder Advisory Services Inc.8,142$0.36M0.0%-29.1%0.003%
5/15/2023Lido Advisors LLC41,106$1.79M0.0%+83.3%0.016%
5/15/2023Fiduciary Trust Co.16,361$0.71M0.0%-5.8%0.006%
5/15/2023United Services Automobile Association14,793$0.65M0.0%-37.1%0.006%
5/15/2023Public Employees Retirement System of Ohio116,615$5.09M0.0%-10.8%0.044%
5/15/2023Mill Creek Capital Advisors LLC4,881$0.21M0.0%-53.0%0.002%
5/15/2023Zimmer Partners LP2,159,278$94.25M1.9%+5.1%0.817%
5/15/2023Bayesian Capital Management LP14,200$0.62M0.1%N/A0.005%
5/15/2023Gotham Asset Management LLC46,574$2.03M0.0%+180.9%0.018%
5/15/2023BRYN MAWR TRUST Co36,789$1.61M0.1%-1.4%0.014%
5/15/2023Advisor Partners II LLC5,363$0.23M0.0%-5.8%0.002%
5/15/2023Deutsche Bank AG912,010$39.81M0.0%+6.4%0.345%
5/15/2023Ensign Peak Advisors Inc71,410$3.12M0.0%+0.8%0.027%
5/15/2023ELCO Management Co. LLC27,633$1.21M0.9%+14.2%0.010%
5/15/2023Price T Rowe Associates Inc. MD104,972$4.58M0.0%+0.7%0.040%
5/15/2023Cetera Investment Advisers19,221$0.84M0.0%+1.9%0.007%
5/15/2023Stephens Inc. AR68,626$3M0.1%-3.4%0.026%
5/15/2023CenterBook Partners LP21,412$0.94M0.1%+23.7%0.008%
5/15/2023Macquarie Group Ltd.952,358$41.34M0.0%-40.1%0.360%
5/15/2023Livforsakringsbolaget Skandia Omsesidigt1,600$70K0.0%+23.1%0.001%
5/15/2023Nissay Asset Management Corp Japan ADV26,626$1.16M0.0%-4.7%0.010%
5/15/2023Liberty One Investment Management LLC18,908$0.83M0.1%-1.5%0.007%
5/15/2023AXA S.A.109,200$4.77M0.0%-49.4%0.041%
5/15/2023Healthcare of Ontario Pension Plan Trust Fund20,522$0.90M0.0%N/A0.008%
5/15/2023Ossiam4,516$0.20M0.0%-69.8%0.002%
5/12/2023Veritable L.P.7,541$0.33M0.0%-7.9%0.003%
5/12/2023Wetherby Asset Management Inc.8,407$0.37M0.0%+21.2%0.003%
5/12/2023State of Tennessee Treasury Department89,526$3.91M0.0%-6.1%0.034%
5/12/2023Stifel Financial Corp138,159$6.03M0.0%-2.1%0.052%
5/12/2023Financial Architects Inc22,353$0.98M0.2%-1.7%0.008%
5/12/2023Candriam S.C.A.220,222$8.85M0.1%+257.2%0.083%
5/12/2023Great West Life Assurance Co. Can939,784$41.07M0.1%+3.4%0.355%
5/12/2023Wills Financial Group Inc.157,683$6.88M3.7%+2.7%0.060%
5/12/2023Advisors Asset Management Inc.22,706$0.99M0.0%+15.6%0.009%
5/12/2023BlackRock Inc.30,129,227$1.32B0.0%+2.0%11.397%
5/12/2023Bank of America Corp DE757,430$33.06M0.0%+24.6%0.287%
5/12/2023Girard Partners LTD.8,151$0.36M0.0%-3.9%0.003%
5/12/2023Prudential Financial Inc.80,837$3.53M0.0%-30.2%0.031%
5/12/2023CIBC Asset Management Inc15,305$0.67M0.0%+3.3%0.006%
5/12/2023Van Lanschot Kempen Investment Management N.V.2,034$89K0.0%-47.0%0.001%
5/12/2023Franklin Resources Inc.2,300,760$100.43M0.1%-0.1%0.870%
5/12/2023Mirabella Financial Services LLP17,066$0.75M0.1%N/A0.006%
5/12/2023Inceptionr LLC22,206$0.97M0.3%N/A0.008%
5/12/2023HRT Financial LP248,156$10.83M0.1%N/A0.094%
5/12/2023Philadelphia Trust Co.12,395$0.54M0.1%-15.7%0.005%
5/12/2023Cambridge Trust Co.197,855$8.64M0.4%-1.7%0.075%
5/12/2023UBS Group AG477,301$20.83M0.0%+34.8%0.181%
5/12/2023Public Sector Pension Investment Board28,031$1.22M0.0%+39.2%0.011%
5/12/2023Prudential PLC43,574$1.90M0.0%-8.2%0.016%
5/12/2023Elo Mutual Pension Insurance Co19,987$0.87M0.0%+4.2%0.008%
5/12/2023Sei Investments Co.221,797$9.68M0.0%+61.4%0.084%
5/12/2023NewEdge Advisors LLC1,275$56K0.0%-79.6%0.000%
5/12/2023Ethic Inc.24,617$1.07M0.0%+93.6%0.009%
5/12/2023Dimensional Fund Advisors LP1,139,332$49.73M0.0%+5.2%0.431%
5/12/2023Aviva PLC586,365$25.60M0.1%+61.8%0.222%
5/12/2023BI Asset Management Fondsmaeglerselskab A S5,488$0.24M0.0%+13.2%0.002%
5/12/2023Atlantic Private Wealth LLC647$28K0.0%N/A0.000%
5/12/2023Wellington Management Group LLP17,054$0.74M0.0%N/A0.006%
5/12/2023SeaCrest Wealth Management LLC9,138$0.40M0.1%-12.5%0.003%
5/12/2023Panagora Asset Management Inc.56,831$2.48M0.0%+6.9%0.021%
5/12/2023Korea Investment CORP58,143$2.54M0.0%+1.8%0.022%
5/12/2023First Republic Investment Management Inc.17,012$0.74M0.0%+2.1%0.006%
5/12/2023Taylor Hoffman Wealth Management4,918$0.22M0.1%N/A0.002%
5/12/2023ProShare Advisors LLC765,182$33.40M0.1%-5.1%0.289%
5/12/2023Profund Advisors LLC8,192$0.36M0.0%-53.4%0.003%
5/12/2023Charles Schwab Investment Management Inc.1,667,283$72.78M0.0%+1.3%0.631%
5/12/2023Magellan Asset Management Ltd181,201$7.91M0.1%-1.7%0.069%
5/12/2023HighTower Advisors LLC61,875$2.70M0.0%-2.4%0.023%
5/12/2023CIBC Private Wealth Group LLC31,186$6.51M0.0%+23.5%0.012%
5/11/2023Nomura Asset Management Co. Ltd.62,310$2.72M0.0%+7.8%0.024%
5/11/2023Tortoise Capital Advisors L.L.C.163,240$7.13M0.1%-1.6%0.062%
5/11/2023Colonial Trust Co SC1,705$74K0.0%+508.9%0.001%
5/11/2023Tortoise Index Solutions LLC45,687$1.99M0.4%-5.8%0.017%
5/11/2023Wellington Shields Capital Management LLC1,666$73K0.0%-60.0%0.001%
5/11/2023Vinva Investment Management Ltd6,715$0.29M0.0%N/A0.003%
(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, 686 institutional investors and hedge funds held shares of Essential Utilities. The most heavily invested institutionals were BlackRock Inc. ($1.32B), Vanguard Group Inc. ($1.09B), State Street Corp ($606.52M), Amundi ($289.32M), Pictet Asset Management SA ($237.11M), Norges Bank ($206.49M), and Invesco Ltd. ($184.11M).Learn more on WTRG's institutional investors.

What percentage of Essential Utilities stock is owned by institutional investors?

69.96% 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 592 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 ($8.01M), Amundi ($4.02M), BlackRock Inc. ($3.28M), State Street Corp ($2.49M), Millennium Management LLC ($1.61M), Impax Asset Management Group plc ($1.51M), and Great West Life Assurance Co. Can ($1.28M).

How much institutional buying is happening at Essential Utilities?

Institutional investors have bought a total of 60,403,582 shares in the last 24 months. This purchase volume represents approximately $2.86B in transactions.

Which Essential Utilities major shareholders have been selling company stock?

Of the 401 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), Mitsubishi UFJ Trust & Banking Corp ($2.44M), Bank of Montreal Can ($1.80M), Nuance Investments LLC ($1.36M), Jennison Associates LLC ($1.34M), Macquarie Group Ltd. ($1.16M), and Cohen & Steers Inc. ($1.11M).

How much institutional selling is happening at Essential Utilities?

Institutional investors have sold a total of 31,592,496 shares in the last 24 months. This volume of shares sold represents approximately $1.46B in transactions.


This page (NYSE:WTRG) was last updated on 5/30/2023 by MarketBeat.com Staff

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