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Essential Utilities (WTRG) Institutional Ownership

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$36.58 +0.62 (+1.72%)
Closing price 03:59 PM Eastern
Extended Trading
$36.56 -0.02 (-0.05%)
As of 07:59 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)
330
Total
Institutional Inflows
(last 12 months)
$1.22B
Number of
Institutional Sellers
(last 12 months)
266
Total
Institutional Outflows
(last 12 months)
$503.99M
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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
2/19/2025 Toronto Dominion Bank53,999$1.96M0.0%-2.8%0.020%
2/19/2025 Public Employees Retirement System of Ohio86,497$3.14M0.0%-5.4%0.031%
2/18/2025 Vise Technologies Inc.7,652$278K0.0%N/A0.003%
2/18/2025 Orion Capital Management LLC1,125$41K0.0%N/A0.000%
2/18/2025 Glen Eagle Advisors LLC9,526$346K0.1%-4.4%0.003%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,346,671$85.23M0.0%+8.9%0.855%
2/17/2025 Waverly Advisors LLC46,797$1.70M0.0%+5.0%0.017%
2/17/2025 State of Wyoming5,030$183K0.0%N/A0.002%
2/17/2025 Toronto Dominion Bank53,999$1.96M0.0%-2.8%0.020%
2/17/2025 Siemens Fonds Invest GmbH1,340$49K0.0%N/A0.000%
2/17/2025 Shell Asset Management Co.2,168$79K0.0%-19.8%0.001%
2/17/2025 Royal Bank of Canada389,087$14.13M0.0%-4.7%0.142%
2/17/2025 Raiffeisen Bank International AG564,212$20.44M0.3%N/A0.205%
2/17/2025 Resolution Capital Ltd51,557$1.87M0.0%N/A0.019%
2/17/2025 Point72 Asset Management L.P.258,013$9.37M0.0%-67.7%0.094%
2/17/2025 ProShare Advisors LLC873,797$31.74M0.1%+8.5%0.318%
2/17/2025 Quantinno Capital Management LP19,327$702K0.0%+59.0%0.007%
2/17/2025 Nomura Holdings Inc.45,283$1.65M0.0%N/A0.016%
2/17/2025 Nuveen Asset Management LLC595,235$21.62M0.0%-8.9%0.217%
2/17/2025 OMERS ADMINISTRATION Corp10,858$394K0.0%-33.1%0.004%
2/17/2025 Millennium Management LLC14,062$511K0.0%-98.9%0.005%
2/17/2025 Investment Management Corp of Ontario7,221$262K0.0%-16.2%0.003%
2/17/2025 Janus Henderson Group PLC58,006$2.11M0.0%+24.1%0.021%
2/17/2025 Gotham Asset Management LLC175,920$6.39M0.1%-8.3%0.064%
2/17/2025 Focus Partners Wealth21,278$773K0.0%+8.4%0.008%
2/17/2025 Ensign Peak Advisors Inc1,593,053$57.86M0.1%+74.6%0.580%
2/17/2025 First Manhattan CO. LLC.179,893$6.53M0.0%-2.0%0.066%
2/17/2025 Deutsche Bank AG702,130$25.50M0.0%-15.1%0.256%
2/17/2025 Deprince Race & Zollo Inc.368,579$13.39M0.3%-0.2%0.134%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main353,672$12.85M0.0%+233.5%0.129%
2/17/2025 EP Wealth Advisors LLC9,229$335K0.0%-3.7%0.003%
2/17/2025 Colonial Trust Co SC2,792$101K0.0%+19.1%0.001%
2/17/2025 CoreCap Advisors LLC1,432$52K0.0%-28.6%0.001%
2/17/2025 Cresset Asset Management LLC7,320$266K0.0%-44.9%0.003%
2/17/2025 Cetera Investment Advisers44,772$1.63M0.0%-2.6%0.016%
2/17/2025 Capstone Investment Advisors LLC7,625$277K0.0%-38.5%0.003%
2/17/2025 Captrust Financial Advisors27,451$997K0.0%+52.7%0.010%
2/17/2025 Baird Financial Group Inc.103,689$3.77M0.0%+160.7%0.038%
2/17/2025 Bank of America Corp DE747,537$27.15M0.0%-26.7%0.272%
2/17/2025 BNP Paribas Financial Markets145,037$5.27M0.0%N/A0.053%
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2/17/2025 Ameriprise Financial Inc.360,398$13.09M0.0%-16.3%0.131%
2/17/2025 AXA S.A.140,471$5.10M0.0%-16.2%0.051%
2/14/2025 Mercer Global Advisors Inc. ADV32,473$1.18M0.0%-8.7%0.012%
2/14/2025 Jane Street Group LLC59,825$2.17M0.0%-64.3%0.022%
2/14/2025 Comerica Bank87,730$3.19M0.0%-3.0%0.032%
2/14/2025 AQR Capital Management LLC246,582$8.96M0.0%-19.1%0.090%
2/14/2025 Lido Advisors LLC30,380$1.10M0.0%-8.9%0.011%
2/14/2025 Northern Trust Corp3,331,090$120.99M0.0%+22.0%1.213%
2/14/2025 The Manufacturers Life Insurance Company 208,710$7.58M0.0%-0.4%0.076%
2/14/2025 Public Employees Retirement Association of Colorado396,797$14.41M0.1%-16.6%0.144%
2/14/2025 Aquatic Capital Management LLC27,078$983K0.0%-15.1%0.010%
2/14/2025 Wills Financial Group Inc.156,788$5.70M2.5%-2.6%0.057%
2/14/2025 Susquehanna Fundamental Investments LLC66,216$2.41M0.0%N/A0.024%
2/14/2025 Coldstream Capital Management Inc.59,608$2.17M0.0%+3.4%0.022%
2/14/2025 Voya Investment Management LLC59,528$2.16M0.0%+80.8%0.022%
2/14/2025 Integrated Wealth Concepts LLC6,594$240K0.0%+11.8%0.002%
2/14/2025 T. Rowe Price Investment Management Inc.802,660$29.15M0.0%-3.1%0.292%
2/14/2025 Price T Rowe Associates Inc. MD173,164$6.29M0.0%+9.6%0.063%
2/14/2025 Pinebridge Investments L.P.99,440$3.61M0.0%+42.7%0.036%
2/14/2025 Hsbc Holdings PLC119,246$4.32M0.0%-28.3%0.043%
2/14/2025 Stifel Financial Corp287,817$10.45M0.0%+109.5%0.105%
2/14/2025 State of Tennessee Department of Treasury94,832$3.44M0.0%-26.5%0.035%
2/14/2025 Van Lanschot Kempen Investment Management N.V.3,859$140K0.0%-18.6%0.001%
2/14/2025 TD Waterhouse Canada Inc.2,214$80K0.0%+132.6%0.001%
2/14/2025 Tower Research Capital LLC TRC 14,710$534K0.0%+109.3%0.005%
2/14/2025 Teachers Retirement System of The State of Kentucky71,819$2.61M0.0%-5.1%0.026%
2/14/2025 MetLife Investment Management LLC142,401$5.17M0.0%+9.4%0.052%
2/14/2025 Natixis134,839$4.90M0.0%-24.0%0.049%
2/14/2025 Ossiam15,993$581K0.0%-50.1%0.006%
2/14/2025 BI Asset Management Fondsmaeglerselskab A S9,985$363K0.0%N/A0.004%
2/14/2025 Dimensional Fund Advisors LP1,601,633$58.17M0.0%+1.8%0.583%
2/14/2025 Epoch Investment Partners Inc.1,196,946$43.47M0.2%+2.8%0.436%
2/14/2025 First Trust Advisors LP3,241,389$117.73M0.1%-0.1%1.180%
2/14/2025 Commerce Bank7,728$281K0.0%+12.6%0.003%
2/13/2025 CANADA LIFE ASSURANCE Co391,670$14.22M0.0%+2.5%0.143%
2/13/2025 NewEdge Advisors LLC29,144$1.06M0.0%+1,009.4%0.011%
2/13/2025 NFJ Investment Group LLC191,051$6.94M0.2%-5.4%0.070%
2/13/2025 United Capital Financial Advisors LLC7,198$261K0.0%-4.6%0.003%
2/13/2025 AGP Franklin LLC12,119$440K0.3%N/A0.004%
2/13/2025 Guggenheim Capital LLC57,514$2.09M0.0%-3.4%0.021%
2/13/2025 LaSalle St. Investment Advisors LLC7,757$281K0.1%N/A0.003%
2/13/2025 XTX Topco Ltd14,813$538K0.0%-55.4%0.005%
2/13/2025 Mariner LLC62,117$2.26M0.0%+31.2%0.023%
2/13/2025 Cohen & Steers Inc.1,441,490$52.36M0.1%N/A0.525%
2/13/2025 Barclays PLC442,767$16.08M0.0%+25.8%0.161%
2/13/2025 Summit Investment Advisors Inc.90,967$3.30M2.9%-0.9%0.033%
2/13/2025 Seeds Investor LLC8,012$291K0.1%+8.7%0.003%
2/13/2025 Rockefeller Capital Management L.P.11,028$401K0.0%+5.9%0.004%
2/13/2025 Sterling Capital Management LLC14,924$542K0.0%+55.5%0.005%
2/13/2025 Kennedy Capital Management LLC73,525$2.67M0.1%-0.8%0.027%
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2/13/2025 Treasurer of the State of North Carolina110,723$4.02M0.0%+0.6%0.040%
2/13/2025 Colonial Trust Advisors1,626$59K0.0%-20.4%0.001%
2/13/2025 Phoenix Financial Ltd.51,922$1.89M0.0%-10.3%0.019%
2/13/2025 Bessemer Group Inc.1,565$56K0.0%+98.9%0.001%
2/13/2025 CenterBook Partners LP19,029$691K0.0%-61.1%0.007%
2/13/2025 Raymond James Financial Inc.203,264$7.38M0.0%N/A0.074%
2/13/2025 ELCO Management Co. LLC11,552$420K0.2%-37.6%0.004%
2/13/2025 Texas Yale Capital Corp.76,963$2.80M0.1%+0.7%0.028%
2/13/2025 APG Asset Management N.V.219,910$7.71M0.0%+353.9%0.080%
2/13/2025 Greenland Capital Management LP228,920$8.31M1.3%+15.7%0.083%
(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, 639 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 505 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 63,000,697 shares in the last 24 months. This purchase volume represents approximately $2.40B in transactions.

Which Essential Utilities major shareholders have been selling company stock?

Of the 391 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 28,933,469 shares in the last 24 months. This volume of shares sold represents approximately $1.11B in transactions.



This page (NYSE:WTRG) was last updated on 2/21/2025 by MarketBeat.com Staff
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