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Essential Utilities (WTRG) Institutional Ownership

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$39.91 -0.25 (-0.62%)
Closing price 03:59 PM Eastern
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$39.99 +0.09 (+0.21%)
As of 05:54 PM 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)
336
Total
Institutional Inflows
(last 12 months)
$1.23B
Number of
Institutional Sellers
(last 12 months)
270
Total
Institutional Outflows
(last 12 months)
$502.48M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Fifth Third Bancorp2,598$103K0.0%-31.1%0.001%
4/15/2025Rowlandmiller & PARTNERS.ADV13,617$538K0.1%-1.8%0.005%
4/15/2025CX Institutional1,062$42K0.0%N/A0.000%
4/15/2025Assenagon Asset Management S.A.96,463$3.81M0.0%-21.3%0.035%
4/15/2025SG Americas Securities LLC253,737$10.03M0.0%N/A0.092%
4/15/2025 GAMMA Investing LLC3,352$133K0.0%-32.2%0.001%
4/15/2025Wealthcare Advisory Partners LLC25,255$998K0.0%+8.0%0.009%
4/14/2025 Yousif Capital Management LLC89,756$3.55M0.0%-1.4%0.033%
4/14/2025 Farther Finance Advisors LLC3,248$128K0.0%+220.3%0.001%
4/14/2025 Toth Financial Advisory Corp92,735$3.67M0.4%+6.9%0.034%
4/14/2025 UMB Bank n.a.2,612$103K0.0%+465.4%0.001%
4/14/2025 Clean Yield Group12,729$503K0.2%-4.1%0.005%
4/11/2025 First Affirmative Financial Network9,414$372K0.2%-5.8%0.003%
4/11/2025 Radnor Capital Management LLC41,020$1.62M0.3%-30.9%0.015%
4/11/2025 First National Corp MA ADV61,128$2.42M0.5%+111.6%0.022%
4/10/2025 Secure Asset Management LLC52,462$2.07M0.4%+15.7%0.019%
4/10/2025 Apella Capital LLC7,914$299K0.0%+4.4%0.003%
4/10/2025 Hennion & Walsh Asset Management Inc.9,264$366K0.0%N/A0.003%
4/10/2025 AEGON ASSET MANAGEMENT UK Plc760,653$30.05M0.4%-22.7%0.276%
4/10/2025 EWG Elevate Inc.5,270$208K0.1%N/A0.002%
4/9/2025 American National Bank & Trust882$35K0.0%N/A0.000%
4/8/2025 Rhumbline Advisers851,116$33.65M0.0%+6.3%0.309%
4/8/2025 Peoples Bank KS15,656$619K0.4%-4.8%0.006%
4/8/2025 Investors Research Corp35,350$1.40M0.3%N/A0.013%
4/8/2025 Parallel Advisors LLC2,407$95K0.0%-11.7%0.001%
4/7/2025 GAMMA Investing LLC132,505$5.24M0.0%+2,579.0%0.048%
4/7/2025 Town & Country Bank & Trust CO dba First Bankers Trust CO8,035$318K0.1%-22.0%0.003%
4/7/2025 AdvisorNet Financial Inc101,498$4.01M0.3%+0.9%0.037%
4/2/2025 Marcum Wealth LLC8,734$345K0.0%-5.0%0.003%
3/18/2025California State Teachers Retirement System953,574$34.63M0.0%+12.5%0.347%
3/17/2025Wealth Enhancement Advisory Services LLC63,630$2.31M0.0%+35.1%0.023%
3/14/2025Lansforsakringar Fondforvaltning AB publ 83,304$3.03M0.0%N/A0.030%
3/4/2025Siemens Fonds Invest GmbH1,340$49K0.0%N/A0.000%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH206,805$7.51M0.0%N/A0.075%
2/24/2025Pullen Investment Management LLC10,149$369K0.2%-14.0%0.004%
2/19/2025Toronto Dominion Bank53,999$1.96M0.0%-2.8%0.020%
2/19/2025Public Employees Retirement System of Ohio86,497$3.14M0.0%-5.4%0.031%
2/18/2025Vise Technologies Inc.7,652$278K0.0%N/A0.003%
2/18/2025Orion Capital Management LLC1,125$41K0.0%N/A0.000%
2/18/2025Glen Eagle Advisors LLC9,526$346K0.1%-4.4%0.003%
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2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,346,671$85.23M0.0%+8.9%0.855%
2/17/2025Waverly Advisors LLC46,797$1.70M0.0%+5.0%0.017%
2/17/2025State of Wyoming5,030$183K0.0%N/A0.002%
2/17/2025Toronto Dominion Bank53,999$1.96M0.0%-2.8%0.020%
2/17/2025Siemens Fonds Invest GmbH1,340$49K0.0%N/A0.000%
2/17/2025Shell Asset Management Co.2,168$79K0.0%-19.8%0.001%
2/17/2025Royal Bank of Canada389,087$14.13M0.0%-4.7%0.142%
2/17/2025Raiffeisen Bank International AG564,212$20.44M0.3%N/A0.205%
2/17/2025Resolution Capital Ltd51,557$1.87M0.0%N/A0.019%
2/17/2025Point72 Asset Management L.P.258,013$9.37M0.0%-67.7%0.094%
2/17/2025ProShare Advisors LLC873,797$31.74M0.1%+8.5%0.318%
2/17/2025Quantinno Capital Management LP19,327$702K0.0%+59.0%0.007%
2/17/2025Nomura Holdings Inc.45,283$1.65M0.0%N/A0.016%
2/17/2025Nuveen Asset Management LLC595,235$21.62M0.0%-8.9%0.217%
2/17/2025OMERS ADMINISTRATION Corp10,858$394K0.0%-33.1%0.004%
2/17/2025Millennium Management LLC14,062$511K0.0%-98.9%0.005%
2/17/2025Investment Management Corp of Ontario7,221$262K0.0%-16.2%0.003%
2/17/2025Janus Henderson Group PLC58,006$2.11M0.0%+24.1%0.021%
2/17/2025Gotham Asset Management LLC175,920$6.39M0.1%-8.3%0.064%
2/17/2025Focus Partners Wealth21,278$773K0.0%+8.4%0.008%
2/17/2025Ensign Peak Advisors Inc1,593,053$57.86M0.1%+74.6%0.580%
2/17/2025First Manhattan CO. LLC.179,893$6.53M0.0%-2.0%0.066%
2/17/2025Deutsche Bank AG702,130$25.50M0.0%-15.1%0.256%
2/17/2025Deprince Race & Zollo Inc.368,579$13.39M0.3%-0.2%0.134%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main353,672$12.85M0.0%+233.5%0.129%
2/17/2025EP Wealth Advisors LLC9,229$335K0.0%-3.7%0.003%
2/17/2025Colonial Trust Co SC2,792$101K0.0%+19.1%0.001%
2/17/2025CoreCap Advisors LLC1,432$52K0.0%-28.6%0.001%
2/17/2025Cresset Asset Management LLC7,320$266K0.0%-44.9%0.003%
2/17/2025Cetera Investment Advisers44,772$1.63M0.0%-2.6%0.016%
2/17/2025Capstone Investment Advisors LLC7,625$277K0.0%-38.5%0.003%
2/17/2025Captrust Financial Advisors27,451$997K0.0%+52.7%0.010%
2/17/2025Baird Financial Group Inc.103,689$3.77M0.0%+160.7%0.038%
2/17/2025Bank of America Corp DE747,537$27.15M0.0%-26.7%0.272%
2/17/2025BNP Paribas Financial Markets145,037$5.27M0.0%N/A0.053%
2/17/2025Ameriprise Financial Inc.360,398$13.09M0.0%-16.3%0.131%
2/17/2025AXA S.A.140,471$5.10M0.0%-16.2%0.051%
2/14/2025Mercer Global Advisors Inc. ADV32,473$1.18M0.0%-8.7%0.012%
2/14/2025Jane Street Group LLC59,825$2.17M0.0%-64.3%0.022%
2/14/2025Comerica Bank87,730$3.19M0.0%-3.0%0.032%
2/14/2025AQR Capital Management LLC246,582$8.96M0.0%-19.1%0.090%
2/14/2025Lido Advisors LLC30,380$1.10M0.0%-8.9%0.011%
2/14/2025Northern Trust Corp3,331,090$120.99M0.0%+22.0%1.213%
2/14/2025The Manufacturers Life Insurance Company 208,710$7.58M0.0%-0.4%0.076%
2/14/2025Public Employees Retirement Association of Colorado396,797$14.41M0.1%-16.6%0.144%
2/14/2025Aquatic Capital Management LLC27,078$983K0.0%-15.1%0.010%
2/14/2025Wills Financial Group Inc.156,788$5.70M2.5%-2.6%0.057%
2/14/2025Susquehanna Fundamental Investments LLC66,216$2.41M0.0%N/A0.024%
2/14/2025Coldstream Capital Management Inc.59,608$2.17M0.0%+3.4%0.022%
2/14/2025Voya Investment Management LLC59,528$2.16M0.0%+80.8%0.022%
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2/14/2025Integrated Wealth Concepts LLC6,594$240K0.0%+11.8%0.002%
2/14/2025T. Rowe Price Investment Management Inc.802,660$29.15M0.0%-3.1%0.292%
2/14/2025Price T Rowe Associates Inc. MD173,164$6.29M0.0%+9.6%0.063%
2/14/2025Pinebridge Investments L.P.99,440$3.61M0.0%+42.7%0.036%
2/14/2025Hsbc Holdings PLC119,246$4.32M0.0%-28.3%0.043%
2/14/2025Stifel Financial Corp287,817$10.45M0.0%+109.5%0.105%
2/14/2025State of Tennessee Department of Treasury94,832$3.44M0.0%-26.5%0.035%
2/14/2025Van Lanschot Kempen Investment Management N.V.3,859$140K0.0%-18.6%0.001%
2/14/2025TD Waterhouse Canada Inc.2,214$80K0.0%+132.6%0.001%
2/14/2025Tower Research Capital LLC TRC 14,710$534K0.0%+109.3%0.005%
(Data available from 1/1/2016 forward)

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WTRG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTRG shares?

During the previous two years, 640 institutional investors and hedge funds held shares of Essential Utilities. The most heavily invested institutionals were BlackRock Inc. ($1.20B), Vanguard Group Inc. ($1.09B), State Street Corp ($480.82M), Nordea Investment Management AB ($247.13M), Amundi ($244.60M), Pictet Asset Management Holding SA ($244.30M), and Pictet Asset Management SA ($237.11M).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 504 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 ($2.12M), and Pictet Asset Management Holding SA ($1.60M).

How much institutional buying is happening at Essential Utilities?

Institutional investors have bought a total of 63,332,156 shares in the last 24 months. This purchase volume represents approximately $2.41B in transactions.

Which Essential Utilities major shareholders have been selling company stock?

Of the 393 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 ($4.31M), Cohen & Steers Inc. ($1.81M), Millennium Management LLC ($1.23M), Pathway Financial Advisers LLC ($1.22M), Amundi ($1.03M), Bank of Montreal Can ($1.01M), and Franklin Resources Inc. ($940.89K).

How much institutional selling is happening at Essential Utilities?

Institutional investors have sold a total of 28,829,255 shares in the last 24 months. This volume of shares sold represents approximately $1.11B in transactions.


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This page (NYSE:WTRG) was last updated on 4/15/2025 by MarketBeat.com Staff
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