Free Trial
→ Elon’s BIGGEST warning yet? (From Brownstone Research) (Ad) Free WTRG Stock Alerts

Essential Utilities (WTRG) Institutional Ownership

Essential Utilities logo
$36.82 -0.29 (-0.78%)
Closing price 07/3/2025 03:54 PM Eastern
Extended Trading
$36.82 0.00 (0.00%)
As of 07/3/2025 04:58 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 Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
74.78%
Number of
Institutional Buyers
(last 12 months)
377
Total
Institutional Inflows
(last 12 months)
$1.24B
Number of
Institutional Sellers
(last 12 months)
295
Total
Institutional Outflows
(last 12 months)
$600.67M
Get WTRG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Essential Utilities stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WTRG Institutional Buying and Selling by Quarter

Essential Utilities Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025 Capital Market Strategies LLC12,100$449K0.3%-14.2%0.004%
6/26/2025AG2R LA Mondiale Gestion D Actifs15,521$598K0.0%N/A0.006%
6/23/2025Swedbank AB368,485$14.57M0.0%+24.7%0.131%
6/18/2025Voya Investment Management LLC67,762$2.68M0.0%+13.8%0.024%
6/3/2025Inspire Investing LLC8,131$321K0.0%+11.2%0.003%
5/28/2025Intrua Financial LLC10,654$421K0.1%N/A0.004%
5/28/2025Addison Capital Co33,126$1.31M0.5%+3.2%0.012%
5/27/2025Jacobi Capital Management LLC73,024$2.89M0.2%+7.8%0.026%
5/21/2025IFM Investors Pty Ltd74,285$2.94M0.0%-17.3%0.026%
5/20/2025Belpointe Asset Management LLC17,057$674K0.0%-4.7%0.006%
5/20/2025Focus Partners Wealth22,322$882K0.0%+4.9%0.008%
5/20/2025Glenview Trust co5,392$213K0.0%N/A0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,438,783$96.41M0.0%+3.9%0.870%
5/16/2025Meiji Yasuda Asset Management Co Ltd.285,309$11.28M0.5%+1,924.2%0.104%
5/16/2025Goldman Sachs Group Inc.943,797$37.31M0.0%+122.7%0.337%
5/16/2025Jones Financial Companies Lllp144,791$5.87M0.0%-39.7%0.053%
5/16/2025Dynamic Technology Lab Private Ltd22,227$879K0.1%N/A0.008%
5/16/2025Resolution Capital Ltd36,948$1.46M0.0%-28.3%0.013%
5/16/2025NFJ Investment Group LLC176,496$6.98M0.2%-7.6%0.064%
5/16/2025Nissay Asset Management Corp Japan ADV32,175$1.27M0.0%+1.0%0.012%
5/16/2025NewEdge Advisors LLC29,674$1.17M0.0%+1.8%0.011%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.12,861$508K0.0%+7.8%0.005%
5/16/2025Integrated Wealth Concepts LLC5,409$214K0.0%-18.0%0.002%
5/16/2025AQR Capital Management LLC75,439$2.97M0.0%-69.4%0.027%
5/16/2025Advisors Asset Management Inc.16,400$648K0.0%-14.5%0.006%
5/16/2025Amundi5,490,062$218.53M0.1%-19.3%1.993%
5/15/2025EP Wealth Advisors LLC8,303$328K0.0%-10.0%0.003%
5/15/2025First Manhattan CO. LLC.154,621$6.11M0.0%-14.0%0.056%
5/15/2025Flputnam Investment Management Co.85,580$3.38M0.1%N/A0.031%
5/15/2025Royal Bank of Canada498,669$19.71M0.0%+28.2%0.181%
5/15/2025ICW Investment Advisors LLC5,430$215K0.1%N/A0.002%
5/15/2025Energy Income Partners LLC720,884$28.50M0.5%+3.6%0.262%
5/15/2025Quarry LP3,275$129K0.0%+656.4%0.001%
5/15/2025Nomura Holdings Inc.12,017$475K0.0%-73.5%0.004%
5/15/2025Certior Financial Group LLC5,360$212K0.2%N/A0.002%
5/15/2025Baird Financial Group Inc.123,557$4.88M0.0%+19.2%0.045%
5/15/2025Vident Advisory LLC9,256$366K0.0%N/A0.003%
5/15/2025Evergreen Capital Management LLC8,016$317K0.0%-15.8%0.003%
5/15/2025Trexquant Investment LP40,631$1.61M0.0%N/A0.015%
5/15/2025OMERS ADMINISTRATION Corp9,312$368K0.0%-14.2%0.003%
Banks aren’t ready for this altcoin—are you? (Ad)

I've never been more confident about a DeFi opportunity. This isn't about complex trading or risky bets. This is about being in the right place at the right time – and I believe that time is now.

Discover our #1 crypto for the red-hot crypto market right now!
5/14/2025Truvestments Capital LLC1,406$56K0.0%+27.6%0.001%
5/14/2025Epoch Investment Partners Inc.1,177,943$46.56M0.2%-1.6%0.428%
5/14/2025WealthTrust Axiom LLC12,048$476K0.1%N/A0.004%
5/14/2025Corebridge Financial Inc.279,048$11.03M0.1%-2.4%0.101%
5/14/2025Comerica Bank78,421$3.10M0.0%-10.6%0.028%
5/14/2025MetLife Investment Management LLC140,277$5.55M0.0%-1.5%0.051%
5/14/2025Walleye Capital LLC6,517$258K0.0%N/A0.002%
5/14/2025Campbell & CO Investment Adviser LLC64,955$2.57M0.2%N/A0.024%
5/14/2025Jump Financial LLC7,612$301K0.0%N/A0.003%
5/14/2025Cbre Investment Management Listed Real Assets LLC2,166,797$85.65M1.3%+6.1%0.786%
5/14/2025APG Asset Management N.V.193,703$7.09M0.0%-11.9%0.070%
5/14/2025Northwestern Mutual Wealth Management Co.30,549$1.21M0.0%+11.5%0.011%
5/14/2025Haverford Trust Co24,531$970K0.0%-9.8%0.009%
5/14/2025Kestra Advisory Services LLC26,982$1.07M0.0%-26.4%0.010%
5/14/2025Allstate Corp16,111$637K0.0%+94.9%0.006%
5/14/2025Gitterman Wealth Management LLC11,515$455K0.1%+12.4%0.004%
5/14/2025Compound Planning Inc.11,466$453K0.0%+27.8%0.004%
5/14/2025Candriam S.C.A.333,404$13.18M0.1%-4.3%0.121%
5/14/2025Dorsey & Whitney Trust CO LLC9,071$359K0.0%-3.1%0.003%
5/14/2025Credit Agricole S A30,829$1.22M0.0%-12.9%0.011%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.6,673$263K0.0%N/A0.002%
5/14/2025Van Lanschot Kempen Investment Management N.V.3,362$133K0.0%-12.9%0.001%
5/14/2025BI Asset Management Fondsmaeglerselskab A S8,041$318K0.0%-19.5%0.003%
5/14/2025Hsbc Holdings PLC82,343$3.25M0.0%-30.9%0.030%
5/14/2025Lee Financial Co24,156$955K0.1%-11.0%0.009%
5/14/2025Quantbot Technologies LP8,513$337K0.0%N/A0.003%
5/14/2025Korea Investment CORP41,429$1.64M0.0%-52.4%0.015%
5/13/2025Northern Trust Corp3,218,314$127.22M0.0%-3.4%1.168%
5/13/2025Brooklyn Investment Group1,360$54K0.0%+101.8%0.000%
5/13/2025Northwest & Ethical Investments L.P.32,627$1.29M0.0%+42.0%0.012%
5/13/2025Cambiar Investors LLC244,329$9.66M0.4%-9.0%0.089%
5/13/2025Raymond James Financial Inc.333,965$13.20M0.0%+64.3%0.121%
5/13/2025Cresset Asset Management LLC7,862$311K0.0%+7.4%0.003%
5/13/2025State of New Jersey Common Pension Fund D75,984$3.00M0.0%-2.6%0.028%
5/13/2025American Century Companies Inc.126,646$5.01M0.0%+4.2%0.046%
5/13/2025Ethic Inc.61,575$2.44M0.0%+6.2%0.022%
5/13/2025Aberdeen Group plc150,410$5.92M0.0%-14.4%0.055%
5/13/2025Fox Run Management L.L.C.27,386$1.08M0.2%N/A0.010%
5/13/2025Kovitz Investment Group Partners LLC5,276$209K0.0%N/A0.002%
5/13/2025Mitsubishi UFJ Asset Management UK Ltd.2,000$79K0.0%-50.0%0.001%
5/13/2025Maple Brown Abbott Ltd2,384,087$94.25M6.4%N/A0.865%
5/13/2025National Pension Service950$38K0.0%+75.0%0.000%
5/13/2025Russell Investments Group Ltd.207,565$8.20M0.0%+11.0%0.075%
5/13/2025Prudential PLC10,110$400K0.0%-88.5%0.004%
5/13/2025Resona Asset Management Co. Ltd.82,399$3.26M0.0%+7.2%0.030%
5/13/2025HighTower Advisors LLC99,814$3.95M0.0%-1.7%0.036%
5/13/2025Trillium Asset Management LLC63,692$2.52M0.1%-1.5%0.023%
5/12/2025Nuveen LLC645,726$25.53M0.0%N/A0.234%
5/12/2025Magellan Asset Management Ltd200,429$7.92M0.1%-2.3%0.073%
5/12/2025Invesco Ltd.3,519,548$139.13M0.0%-4.6%1.277%
Banks aren’t ready for this altcoin—are you? (Ad)

The Secret Crypto That Billionaires Are Hoarding When these hit, the current price will look like pocket change.

Discover the protocol that crypto whales are secretly accumulating...
5/12/2025Koss Olinger Consulting LLC27,632$1.09M0.1%+151.0%0.010%
5/12/2025Connor Clark & Lunn Investment Management Ltd.67,219$2.66M0.0%N/A0.024%
5/12/2025Everett Harris & Co. CA15,000$593K0.0%+15.4%0.005%
5/12/2025Forsta AP Fonden70,300$2.78M0.0%+0.9%0.026%
5/12/2025Citigroup Inc.223,491$8.84M0.0%+177.8%0.081%
5/12/2025LaSalle St. Investment Advisors LLC6,301$249K0.1%-18.8%0.002%
5/12/2025Swiss National Bank735,700$29.08M0.0%+0.2%0.267%
5/12/2025Mitsubishi UFJ Asset Management Co. Ltd.212,871$8.42M0.0%+18.7%0.077%
5/12/2025Maryland State Retirement & Pension System226,027$8.94M0.2%+1.5%0.082%
5/9/2025CenterBook Partners LP11,580$458K0.0%-39.1%0.004%
(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, 660 institutional investors and hedge funds held shares of Essential Utilities. The most heavily invested institutionals were BlackRock Inc. ($1.20B), Vanguard Group Inc. ($1.17B), State Street Corp ($480.82M), Nordea Investment Management AB ($247.13M), Pictet Asset Management Holding SA ($244.30M), Amundi ($218.53M), and Geode Capital Management LLC ($156.53M).Learn more on Essential Utilities' 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 535 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 ($2.47M), and Maple Brown Abbott Ltd ($2.38M).

How much institutional buying is happening at Essential Utilities?

Institutional investors have bought a total of 32,964,092 shares in the last 24 months. This purchase volume represents approximately $1.24B in transactions.

Which of Essential Utilities' major shareholders have been selling company stock?

Of the 295 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: Amundi ($2.34M), Millennium Management LLC ($1.23M), Pathway Financial Advisers LLC ($1.22M), Bank of Montreal Can ($1.01M), FMR LLC ($664.88K), Principal Financial Group Inc. ($664.16K), and Point72 Asset Management L.P. ($541.63K).

How much institutional selling is happening at Essential Utilities?

Institutional investors have sold a total of 15,973,336 shares in the last 24 months. This volume of shares sold represents approximately $600.67M in transactions.


Related Companies

This page (NYSE:WTRG) was last updated on 7/7/2025 by MarketBeat.com Staff
From Our Partners
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Banks aren’t ready for this altcoin—are you?
Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...
Crypto 101 Media | Sponsored
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored