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Essential Utilities (WTRG) Institutional Ownership

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$39.56 -0.18 (-0.46%)
Closing price 09/25/2026 03:59 PM Eastern
Extended Trading
$39.52 -0.03 (-0.08%)
As of 09/25/2026 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)
416
Total
Institutional Inflows
(last 12 months)
$3.35B
Number of
Institutional Sellers
(last 12 months)
253
Total
Institutional Outflows
(last 12 months)
$1.08B
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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
9/23/2026 QRG Capital Management Inc.23,408$897K0.0%+2.3%0.008%
9/23/2026 Envestnet Asset Management Inc.81,214$3.11M0.0%+13.5%0.029%
9/22/2026 State Street Corp13,119,170$502.60M0.0%+5.5%4.623%
9/15/2026 Anchor Investment Management LLC5,305$203K0.0%-5.3%0.002%
9/9/2026 The Manufacturers Life Insurance Company289,905$11.11M0.0%+5.4%0.102%
9/9/2026 Tidal Investments LLC44,961$1.72M0.0%+5.7%0.016%
9/9/2026 Engineers Gate Manager LP25,815$989K0.0%-62.0%0.009%
9/9/2026 Integrated Wealth Concepts LLC17,862$684K0.0%+32.6%0.006%
9/9/2026 Community Bank N.A.6,020$231K0.0%-40.3%0.002%
9/9/2026 NewEdge Advisors LLC37,939$1.45M0.0%+2.8%0.013%
9/9/2026 IFP Advisors Inc5,583$214K0.0%+256.7%0.002%
9/9/2026 Squarepoint Ops LLC810,036$31.03M0.0%+17.1%0.285%
9/9/2026 Baird Financial Group Inc.126,558$4.85M0.0%-2.0%0.045%
9/9/2026 Sterling Investment Advisors Ltd.26,658$1.02M0.2%+2.9%0.009%
9/8/2026 Allworth Financial LP172,667$6.62M0.0%-5.2%0.061%
9/8/2026 Arizona State Retirement System74,263$2.85M0.0%-4.5%0.026%
9/8/2026 Waverly Advisors LLC60,242$2.31M0.0%+3.4%0.021%
9/8/2026 Nykredit A S2,023$78K0.0%N/A0.001%
9/4/2026 Parkside Financial Bank & Trust1,417$54K0.0%+61.8%0.000%
9/2/2026 Allianz Asset Management GmbH545,007$20.88M0.0%-22.5%0.192%
8/27/2026 Corient Private Wealth LP31,982$1.23M0.0%-23.1%0.011%
8/26/2026 Amundi4,333,385$166.05M0.0%-4.5%1.527%
8/26/2026 HighTower Advisors LLC92,130$3.53M0.0%-7.7%0.032%
8/23/2026 Readystate Asset Management LP11,212$430K0.0%N/A0.004%
8/23/2026 Wedmont Private Capital5,207$201K0.0%N/A0.002%
8/23/2026 HB Wealth Management LLC29,132$1.12M0.0%+60.0%0.010%
8/22/2026 AlphaGrep UK Ltd6,407$245K0.1%N/A0.002%
8/22/2026 TD Waterhouse Canada Inc.10,473$398K0.0%+4.2%0.004%
8/21/2026 Nykredit A S2,023$78K0.0%N/A0.001%
8/21/2026 Secure Asset Management LLC58,348$2.24M0.3%+9.8%0.021%
8/20/2026 A. D. Beadell Investment Counsel Inc.80,220$3.07M1.9%+4.5%0.028%
8/20/2026 Two Sigma Securities LLC16,350$626K0.1%N/A0.006%
8/20/2026 Benjamin Edwards Inc.5,802$222K0.0%+9.4%0.002%
8/20/2026 Flputnam Investment Management Co.465,697$17.84M0.2%+13.4%0.164%
8/20/2026 Northwestern Mutual Wealth Management Co.19,583$750K0.0%+9.6%0.007%
8/20/2026 Hennessy Advisors Inc.112,300$4.30M0.1%+12.0%0.040%
8/20/2026 Greenwood Capital Associates LLC39,464$1.51M0.1%N/A0.014%
8/20/2026 Greenleaf Trust5,406$207K0.0%-10.0%0.002%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,133,353$43.42M0.0%+4.5%0.399%
8/19/2026 Toth Financial Advisory Corp120,367$4.61M0.5%-7.6%0.042%
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8/19/2026 Van ECK Associates Corp120,658$4.62M0.0%-30.4%0.043%
8/19/2026 Hsbc Holdings PLC18,307$708K0.0%+7.1%0.006%
8/19/2026 Wellington Management Group LLP83,988$3.22M0.0%-83.6%0.030%
8/19/2026 Kingsview Wealth Management LLC6,477$248K0.0%N/A0.002%
8/18/2026 49 Wealth Management LLC5,416$207K0.0%N/A0.002%
8/18/2026 Orion Capital Management LLC1,125$43K0.0%N/A0.000%
8/18/2026 Mint Tower Capital Management B.V.3,331$128K0.0%N/A0.001%
8/18/2026 Glenview Trust Co8,274$317K0.0%N/A0.003%
8/18/2026 United Capital Financial Advisors LLC16,033$614K0.0%N/A0.006%
8/18/2026 Equitable Holdings Inc.13,779$528K0.0%N/A0.005%
8/18/2026 Centaurus Financial Inc.4,993$191K0.0%N/A0.002%
8/18/2026 Coastal Bridge Advisors LLC10,945$419K0.0%N/A0.004%
8/18/2026 Public Employees Retirement System of Ohio80,726$3.09M0.0%N/A0.028%
8/17/2026 Corient Private Wealth LP31,917$1.22M0.0%N/A0.011%
8/17/2026 Bank of America Corp DE899,973$34.48M0.0%N/A0.317%
8/15/2026 Odyssean LLC79,254$3.04M0.5%N/A0.028%
8/15/2026 Man Group plc80,000$3.07M0.0%N/A0.028%
8/15/2026 First Bancorp Inc ME2,174$83K0.0%N/A0.001%
8/15/2026 Polar Asset Management Partners Inc.80,780$3.10M0.1%N/A0.028%
8/15/2026 Jupiter Topco LLC118,200$4.53M0.0%N/A0.042%
8/15/2026 Kintayl Capital LP462,708$17.73M7.0%N/A0.163%
8/14/2026 Hsbc Holdings PLC18,307$708K0.0%N/A0.006%
8/14/2026 Canada Pension Plan Investment Board506,900$19.42M0.0%N/A0.179%
8/14/2026 Legal & General Group Plc3,504,219$134.25M0.0%N/A1.235%
8/14/2026 The Manufacturers Life Insurance Company289,905$11.11M0.0%N/A0.102%
8/14/2026 Cetera Trust Company N.A7,535$289K0.1%N/A0.003%
8/14/2026 Cullen Capital Management LLC19,014$728K0.0%N/A0.007%
8/14/2026 Algert Global LLC321,500$12.32M0.1%N/A0.113%
8/13/2026 GSG Advisors LLC7,810$299K0.1%N/A0.003%
8/13/2026 Sanctuary Advisors LLC20,454$784K0.0%N/A0.007%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.236,193$9.05M0.4%N/A0.083%
8/13/2026 Magellan Asset Management Ltd320,787$12.29M0.3%N/A0.113%
8/13/2026 Haverford Trust Co17,036$653K0.0%N/A0.006%
8/13/2026 Clear Harbor Asset Management LLC34,962$1.34M0.1%N/A0.012%
8/13/2026 Bank of Nova Scotia284,606$10.90M0.0%N/A0.100%
8/12/2026 Commerce Bank8,102$310K0.0%N/A0.003%
8/12/2026 Northwestern Mutual Wealth Management Co.19,583$750K0.0%N/A0.007%
8/12/2026 Quantbot Technologies LP155,290$5.95M0.2%N/A0.055%
8/12/2026 EP Wealth Advisors LLC8,041$308K0.0%N/A0.003%
8/12/2026 Ieq Capital LLC138,340$5.30M0.0%N/A0.049%
8/12/2026 Heartland Advisors Inc.45,489$1.74M0.1%N/A0.016%
8/11/2026 Allworth Financial LP172,667$6.62M0.0%N/A0.061%
8/11/2026 NFJ Investment Group LLC105,602$4.05M0.1%N/A0.037%
8/11/2026 LaSalle St. Investment Advisors LLC6,342$243K0.0%N/A0.002%
8/11/2026 Advisors Capital Management LLC6,915$265K0.0%N/A0.002%
8/11/2026 Vise Technologies Inc.28,456$1.09M0.0%N/A0.010%
8/11/2026 Aurora Investment Counsel68,633$2.63M1.4%N/A0.024%
8/10/2026 Great Lakes Advisors LLC78,045$2.99M0.0%N/A0.028%
8/8/2026 Energy Income Partners LLC65,916$2.53M0.0%N/A0.023%
8/8/2026 Meeder Advisory Services Inc.13,487$517K0.0%N/A0.005%
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8/7/2026 Nuance Investments LLC238,896$9.15M1.6%N/A0.084%
8/7/2026 UNIVEST FINANCIAL Corp9,824$376K0.0%N/A0.003%
8/7/2026 NINE MASTS CAPITAL Ltd30,000$1.15M0.1%N/A0.011%
8/7/2026 BlackRock Inc.33,433,285$1.28B0.0%N/A11.788%
8/7/2026 Pallas Capital Advisors LLC5,807$222K0.0%N/A0.002%
8/7/2026 Deutsche Bank AG170,133$6.52M0.0%N/A0.060%
8/7/2026 Perigon Wealth Management LLC20,325$779K0.0%N/A0.007%
8/7/2026 Trust Co. of Vermont3,165$121K0.0%N/A0.001%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.873$33K0.0%N/A0.000%
8/7/2026 Chase Investment Counsel Corp11,267$431K0.1%N/A0.004%


WTRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 717 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 ($502.60M), 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 627 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), Legal & General Group Plc ($4.30M), Vanguard Group Inc. ($3.78M), JPMorgan Chase & Co. ($3.72M), ANTIPODES PARTNERS Ltd ($3.27M), and Nordea Investment Management AB ($2.80M).

Institutional investors have bought a total of 86,320,248 shares in the last 24 months. This purchase volume represents approximately $3.35B in transactions.

Of the 253 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 ($2.28M), Assenagon Asset Management S.A. ($1.50M), Nordea Investment Management AB ($1.35M), Tandem Investment Advisors Inc. ($1.12M), and Pictet Asset Management Holding SA ($934.53K).

Institutional investors have sold a total of 27,670,194 shares in the last 24 months. This volume of shares sold represents approximately $1.08B in transactions.


Related Companies

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 9/23/2026. New 13F filings are added each quarter as they're published.
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