Essential Utilities (WTRG) Institutional Ownership

$40.71

+0.07 (+0.17%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 74.78%
Number of Institutional Buyers (last 12 months): 304
Total Institutional Inflows (last 12 months): $843.16M

Number of Institutional Sellers (last 12 months): 246
Total Institutional Outflows (last 12 months): $375.23M

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WTRG Institutional Buying and Selling by Quarter

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Essential Utilities Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Conestoga Capital Advisors LLC	6,937	$259K	0.0%	-47.0%	0.003%
7/26/2024	BLB&B Advisors LLC	73,582	$2.75M	0.2%	-3.3%	0.027%
7/26/2024	Pullen Investment Management LLC	11,846	$442K	0.4%	+80.2%	0.004%
7/26/2024	Atomi Financial Group Inc.	8,843	$330K	0.0%	-15.7%	0.003%
7/26/2024	Allspring Global Investments Holdings LLC	4,416	$165K	0.0%	+8.7%	0.002%
7/26/2024	State of Michigan Retirement System	60,571	$2.26M	0.0%	-1.9%	0.022%
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7/26/2024	Bank of New York Mellon Corp	2,754,099	$102.81M	0.0%	+0.4%	1.007%
7/26/2024	TFG Advisers LLC	32,585	$1.22M	0.5%	-10.8%	0.012%
7/25/2024	Addison Capital Co	34,628	$1.29M	0.6%	+4.0%	0.013%
7/25/2024	Raymond James Trust N.A.	10,577	$395K	0.0%	-18.7%	0.004%
7/25/2024	Spirit of America Management Corp NY	16,000	$597K	0.1%	+21.2%	0.006%
7/25/2024	Mn Services Vermogensbeheer B.V.	102,400	$3.82M	0.0%	-2.5%	0.037%
7/24/2024	Retirement Systems of Alabama	354,688	$13.24M	0.1%	-1.4%	0.130%
7/24/2024	Van Lanschot Kempen Investment Management N.V.	4,967	$185K	0.0%	+76.1%	0.002%
7/24/2024	Secure Asset Management LLC	38,255	$1.43M	0.3%	+3.4%	0.014%
7/24/2024	New York State Teachers Retirement System	320,786	$11.98M	0.0%	+0.1%	0.117%
7/24/2024	Louisiana State Employees Retirement System	71,200	$2.66M	0.1%	-1.7%	0.026%
7/24/2024	Cultivar Capital Inc.	1,869	$70K	0.1%	N/A	0.001%
7/23/2024	Hennessy Advisors Inc.	177,300	$6.62M	0.3%	+1.1%	0.065%
7/23/2024	First National Bank & Trust Co. of Newtown	118,104	$4.41M	0.9%	-2.9%	0.043%
7/23/2024	Fifth Third Wealth Advisors LLC	8,002	$299K	0.0%	N/A	0.003%
7/22/2024	Fifth Third Bancorp	4,001	$149K	0.0%	-6.0%	0.001%
7/22/2024	Krilogy Financial LLC	40,480	$1.51M	0.1%	+72.7%	0.015%
7/22/2024	Sanibel Captiva Trust Company Inc.	6,157	$230K	0.0%	-5.1%	0.002%
7/22/2024	SeaCrest Wealth Management LLC	7,906	$295K	0.0%	N/A	0.003%
7/20/2024	First Pacific Financial	16,164	$603K	0.2%	+7.6%	0.006%
7/19/2024	Raymond James & Associates	140,789	$5.26M	0.0%	+13.0%	0.051%
7/19/2024	Boston Trust Walden Corp	903,372	$33.72M	0.3%	+350.3%	0.330%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	480,592	$17.94M	0.0%	-14.0%	0.176%
7/18/2024	Swedbank AB	274,222	$10.24M	0.0%	-0.9%	0.100%
7/17/2024	Clear Harbor Asset Management LLC	41,534	$1.55M	0.1%	+1.4%	0.015%
7/17/2024	AdvisorNet Financial Inc	103,438	$3.86M	0.4%	-1.3%	0.038%
7/16/2024	Farmers Trust Co.	11,834	$442K	0.1%	-2.8%	0.004%
7/16/2024	Wealth Enhancement Advisory Services LLC	42,421	$1.58M	0.0%	+14.5%	0.016%
7/16/2024	M&G Plc	13,025	$482K	0.0%	N/A	0.005%
7/16/2024	Voisard Asset Management Group Inc.	1,000	$37K	0.0%	N/A	0.000%
7/16/2024	Sequoia Financial Advisors LLC	27,537	$1.03M	0.0%	+223.1%	0.010%
7/15/2024	Peoples Bank KS	16,792	$627K	0.5%	-2.6%	0.006%
7/15/2024	Securian Asset Management Inc.	20,070	$749K	0.0%	-2.9%	0.007%
7/15/2024	Livforsakringsbolaget Skandia Omsesidigt	1,000	$37K	0.0%	-37.5%	0.000%
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7/12/2024	Gateway Investment Advisers LLC	7,286	$272K	0.0%	-28.7%	0.003%
7/12/2024	SG Americas Securities LLC	6,163	$230K	0.0%	+14.7%	0.002%
7/12/2024	Webster Bank N. A.	825	$31K	0.0%	-25.0%	0.000%
7/12/2024	First National Corp MA ADV	85,889	$3.21M	0.8%	-5.0%	0.031%
7/10/2024	Simplicity Wealth LLC	10,461	$390K	0.0%	-11.1%	0.004%
7/10/2024	First Affirmative Financial Network	8,523	$318K	0.2%	+7.7%	0.003%
7/10/2024	AMF Tjanstepension AB	317,125	$11.85M	0.1%	N/A	0.116%
7/9/2024	Kingswood Wealth Advisors LLC	6,947	$259K	0.0%	+4.5%	0.003%
7/9/2024	Folger Nolan Fleming Douglas Capital Management Inc.	199,324	$7.44M	0.8%	+2.8%	0.073%
7/2/2024	Massmutual Trust Co. FSB ADV	4,640	$173K	0.0%	+206.7%	0.002%
7/2/2024	GAMMA Investing LLC	5,359	$200K	0.0%	+59.0%	0.002%
7/1/2024	Kathmere Capital Management LLC	20,247	$756K	0.1%	+23.9%	0.007%
6/20/2024	HM Payson & Co.	117,245	$4.34M	0.1%	-5.3%	0.043%
6/4/2024	DekaBank Deutsche Girozentrale	354,731	$13.00M	0.0%	+0.7%	0.130%
5/30/2024	Cambridge Trust Co.	47,993	$1.78M	0.1%	+1.6%	0.018%
5/29/2024	Pathway Financial Advisers LLC	27,868	$1.03M	0.4%	N/A	0.010%
5/24/2024	Cetera Advisors LLC	14,101	$522K	0.0%	N/A	0.005%
5/24/2024	Cetera Investment Advisers	48,750	$1.81M	0.0%	+198.4%	0.018%
5/21/2024	Sanibel Captiva Trust Company Inc.	6,491	$240K	0.0%	+5.4%	0.002%
5/17/2024	Zimmer Partners LP	98,400	$3.65M	0.1%	-78.8%	0.036%
5/17/2024	Comerica Bank	112,338	$4.16M	0.0%	-4.9%	0.041%
5/16/2024	California State Teachers Retirement System	610,667	$22.63M	0.0%	+11.8%	0.223%
5/16/2024	Janus Henderson Group PLC	10,264	$380K	0.0%	-62.4%	0.004%
5/16/2024	Kennedy Capital Management LLC	80,749	$2.99M	0.1%	+5.9%	0.030%
5/15/2024	Ascent Group LLC	7,661	$284K	0.0%	N/A	0.003%
5/15/2024	Public Employees Retirement System of Ohio	96,014	$3.56M	0.0%	-7.3%	0.035%
5/15/2024	Energy Income Partners LLC	726,500	$26.92M	0.6%	N/A	0.266%
5/15/2024	Price T Rowe Associates Inc. MD	139,534	$5.17M	0.0%	+12.1%	0.051%
5/15/2024	Epoch Investment Partners Inc.	1,249,134	$46.28M	0.2%	N/A	0.457%
5/15/2024	Truvestments Capital LLC	1,075	$40K	0.0%	-50.4%	0.000%
5/15/2024	Gabelli Funds LLC	559,950	$20.75M	0.2%	+11.6%	0.205%
5/14/2024	Advisors Asset Management Inc.	24,319	$901K	0.0%	-2.3%	0.009%
5/14/2024	EP Wealth Advisors LLC	8,575	$318K	0.0%	+39.5%	0.003%
5/14/2024	Delap Wealth Advisory LLC	5,462	$202K	0.1%	N/A	0.002%
5/14/2024	EntryPoint Capital LLC	2,336	$87K	0.1%	N/A	0.001%
5/14/2024	Natixis Investment Managers International	4,033	$149K	0.0%	-38.2%	0.001%
5/14/2024	Natixis	359,945	$13.34M	0.1%	-23.5%	0.132%
5/14/2024	CANADA LIFE ASSURANCE Co	359,539	$13.33M	0.0%	-54.3%	0.131%
5/14/2024	American International Group Inc.	332,823	$12.33M	0.0%	-1.9%	0.122%
5/13/2024	Delta Asset Management LLC TN	960	$36K	0.0%	-23.8%	0.000%
5/13/2024	UniSuper Management Pty Ltd	3,700	$137K	0.0%	+105.6%	0.001%
5/13/2024	O Shaughnessy Asset Management LLC	37,254	$1.38M	0.0%	+289.8%	0.014%
5/13/2024	Ameritas Investment Partners Inc.	95,677	$3.55M	0.1%	+2.8%	0.035%
5/11/2024	Jacobi Capital Management LLC	63,569	$2.36M	0.2%	+2.4%	0.023%
5/10/2024	TIAA Trust National Association	8,269	$306K	0.0%	-23.7%	0.003%
5/10/2024	Vanguard Group Inc.	27,909,921	$1.03B	0.0%	-0.3%	10.204%
5/10/2024	Intech Investment Management LLC	17,932	$664K	0.0%	+28.8%	0.007%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	375,768	$13.85M	0.0%	-19.9%	0.137%
5/10/2024	Lindenwold Advisors INC	7,622	$282K	0.2%	N/A	0.003%
5/9/2024	Trillium Asset Management LLC	65,523	$2.43M	0.1%	+8.7%	0.024%
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5/9/2024	HBK Sorce Advisory LLC	8,064	$299K	0.0%	-7.7%	0.003%
5/9/2024	Mitsubishi UFJ Asset Management Co. Ltd.	152,120	$5.64M	0.0%	+24.7%	0.056%
5/9/2024	Texas Yale Capital Corp.	76,493	$2.83M	0.1%	+0.7%	0.028%
5/9/2024	State Board of Administration of Florida Retirement System	275,405	$10.20M	0.0%	+2.6%	0.101%
5/8/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	306,588	$11.36M	0.0%	+231.2%	0.112%
5/8/2024	Bleakley Financial Group LLC	11,844	$439K	0.0%	N/A	0.004%
5/8/2024	ProShare Advisors LLC	859,854	$31.86M	0.1%	-6.4%	0.314%
5/8/2024	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	503,328	$18.65M	0.1%	+9.7%	0.184%
5/8/2024	Avantax Advisory Services Inc.	116,437	$4.31M	0.0%	+6.3%	0.043%
5/8/2024	US Bancorp DE	16,315	$604K	0.0%	-22.7%	0.006%

(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, 616 institutional investors and hedge funds held shares of Essential Utilities. The most heavily invested institutionals were BlackRock Inc. ($1.20B), Vanguard Group Inc. ($1.03B), 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 506 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), Vanguard Group Inc. ($1.56M), AEGON ASSET MANAGEMENT UK Plc ($1.42M), Empower Advisory Group LLC ($1.25M), and Epoch Investment Partners Inc. ($1.25M).

How much institutional buying is happening at Essential Utilities?: Institutional investors have bought a total of 53,030,370 shares in the last 24 months. This purchase volume represents approximately $2.14B in transactions.
Which Essential Utilities major shareholders have been selling company stock?: Of the 371 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. ($1.81M), Macquarie Group Ltd. ($1.11M), Jennison Associates LLC ($1.02M), Bank of Montreal Can ($942.01K), Franklin Resources Inc. ($940.89K), and Zimmer Partners LP ($795.02K).
How much institutional selling is happening at Essential Utilities?: Institutional investors have sold a total of 24,296,009 shares in the last 24 months. This volume of shares sold represents approximately $995.80M in transactions.