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Essential Utilities (WTRG) Institutional Ownership

Essential Utilities logo
$36.36 +0.18 (+0.50%)
(As of 12/20/2024 05:31 PM ET)
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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)
299
Total
Institutional Inflows
(last 12 months)
$898.25M
Number of
Institutional Sellers
(last 12 months)
204
Total
Institutional Outflows
(last 12 months)
$334.51M
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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
12/19/2024 Principal Financial Group Inc.767,455$29.60M0.0%-24.6%0.279%
12/6/2024 Retirement Systems of Alabama349,952$13.50M0.1%-1.3%0.127%
11/27/2024 Franklin Resources Inc.997,399$39.80M0.0%+1.1%0.363%
11/25/2024 Wilmington Savings Fund Society FSB54,809$2.11M0.0%+99.2%0.020%
11/25/2024 Sanctuary Advisors LLC24,359$963K0.0%+39.5%0.009%
11/18/2024 Fortem Financial Group LLC5,347$206K0.1%N/A0.002%
11/18/2024 Teachers Retirement System of The State of Kentucky75,699$2.92M0.0%-2.8%0.028%
11/18/2024 Coldstream Capital Management Inc.57,626$2.22M0.0%N/A0.021%
11/16/2024 Geode Capital Management LLC4,305,976$165.70M0.0%+2.0%1.568%
11/15/2024 Vestcor Inc20,239$781K0.0%+74.5%0.007%
11/15/2024 M&T Bank Corp52,488$2.03M0.0%+5.8%0.019%
11/15/2024 Duff & Phelps Investment Management Co.2,531,297$97.63M1.1%+4.2%0.922%
11/15/2024 Barclays PLC352,021$13.58M0.0%-8.1%0.128%
11/15/2024 O Brien Greene & Co. Inc8,114$313K0.1%-27.0%0.003%
11/15/2024 Public Employees Retirement System of Ohio91,449$3.53M0.0%-4.7%0.033%
11/15/2024 Nomura Asset Management Co. Ltd.244,901$9.45M0.0%+3.3%0.089%
11/15/2024 XTX Topco Ltd33,247$1.28M0.1%+12.6%0.012%
11/15/2024 National Bank of Canada FI1,062$41K0.0%-52.0%0.000%
11/15/2024 Glen Eagle Advisors LLC9,962$384K0.1%-4.2%0.004%
11/15/2024 United Services Automobile Association16,409$633K0.0%-17.0%0.006%
11/15/2024 Weiss Asset Management LP189,286$7.30M0.2%N/A0.069%
11/15/2024 Wills Financial Group Inc.161,045$6.21M2.6%+0.8%0.059%
11/15/2024 State Street Corp12,466,249$480.82M0.0%-2.5%4.540%
11/15/2024 Stifel Financial Corp137,409$5.30M0.0%+0.2%0.050%
11/15/2024 Quantinno Capital Management LP12,156$469K0.0%+19.9%0.004%
11/15/2024 Quarry LP3,882$150K0.0%N/A0.001%
11/15/2024 Point72 DIFC Ltd21,048$812K0.0%N/A0.008%
11/15/2024 Point72 Asset Management L.P.799,647$30.84M0.1%N/A0.291%
11/15/2024 NFJ Investment Group LLC201,898$7.79M0.2%-20.6%0.074%
11/15/2024 Ingalls & Snyder LLC12,888$497K0.0%-3.4%0.005%
11/15/2024 Investment Management Corp of Ontario8,621$333K0.0%+48.1%0.003%
11/15/2024 Janus Henderson Group PLC46,753$1.80M0.0%+15.7%0.017%
11/15/2024 HighTower Advisors LLC97,714$3.78M0.0%+3.7%0.036%
11/15/2024 Holocene Advisors LP193,091$7.45M0.0%+24.6%0.070%
11/15/2024 Centiva Capital LP10,359$400K0.0%N/A0.004%
11/15/2024 Community Bank N.A.24,034$927K0.1%-3.3%0.009%
11/15/2024 Atom Investors LP230,344$8.88M0.9%-0.3%0.084%
11/15/2024 Paloma Partners Management Co12,949$499K0.0%N/A0.005%
11/15/2024 Point72 Asia Singapore Pte. Ltd.11,686$451K0.1%N/A0.004%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp43,349$1.67M0.0%-12.9%0.016%
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11/14/2024 Verition Fund Management LLC237,320$9.15M0.0%+53.6%0.086%
11/14/2024 Captrust Financial Advisors17,981$694K0.0%+43.3%0.007%
11/14/2024 Capstone Investment Advisors LLC12,404$478K0.0%N/A0.005%
11/14/2024 Rockefeller Capital Management L.P.10,411$402K0.0%-3.8%0.004%
11/14/2024 Northwest & Ethical Investments L.P.60,243$2.32M0.1%-17.4%0.022%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,154,215$83.09M0.0%+7.3%0.784%
11/14/2024 Fiduciary Trust Co10,927$421K0.0%-5.4%0.004%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank194,139$7.49M0.0%+9.5%0.071%
11/14/2024 MetLife Investment Management LLC130,133$5.02M0.0%-1.8%0.047%
11/13/2024 Glenmede Trust Co. NA51,881$2.00M0.0%+1.6%0.019%
11/13/2024 Townsquare Capital LLC5,302$204K0.0%N/A0.002%
11/13/2024 Brooklyn Investment Group672$26K0.0%N/A0.000%
11/13/2024 D.A. Davidson & CO.15,713$606K0.0%+2.8%0.006%
11/13/2024 FMR LLC2,677,789$103.28M0.0%-19.9%0.975%
11/13/2024 The Manufacturers Life Insurance Company209,521$8.08M0.0%-3.5%0.076%
11/13/2024 Qsemble Capital Management LP19,400$748K0.1%N/A0.007%
11/13/2024 Bank of Montreal Can605,154$23.24M0.0%-3.2%0.220%
11/13/2024 Diversified LLC6,174$238K0.0%-43.0%0.002%
11/13/2024 Truvestments Capital LLC1,093$42K0.0%N/A0.000%
11/13/2024 DRW Securities LLC101,300$3.91M0.1%N/A0.037%
11/13/2024Fisher Asset Management LLC5,496$212K0.0%N/A0.002%
11/13/2024 Daiwa Securities Group Inc.23,923$923K0.0%+4.8%0.009%
11/12/2024 Swedbank AB282,370$10.89M0.0%+3.0%0.103%
11/12/2024 Cerity Partners LLC36,201$1.40M0.0%+17.3%0.013%
11/12/2024 Raymond James Trust N.A.10,960$423K0.0%+3.6%0.004%
11/12/2024 Charles Schwab Investment Management Inc.1,871,932$72.20M0.0%+8.7%0.682%
11/9/2024 John G Ullman & Associates Inc.212,122$8.18M1.2%+121.7%0.078%
11/9/2024 Intech Investment Management LLC23,201$895K0.0%-49.5%0.008%
11/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.321,179$12.39M0.0%+5.6%0.117%
11/8/2024 Moors & Cabot Inc.24,780$956K0.0%+13.1%0.009%
11/8/2024 EagleClaw Capital Managment LLC11,052$426K0.1%+15.7%0.004%
11/8/2024 Darwin Wealth Management LLC733$28K0.0%N/A0.000%
11/8/2024 First Horizon Advisors Inc.773$30K0.0%+61.4%0.000%
11/8/2024 Advisors Asset Management Inc.19,544$754K0.0%-27.3%0.007%
11/8/2024 Commerce Bank6,865$265K0.0%+13.3%0.003%
11/8/2024 PNC Financial Services Group Inc.184,046$7.10M0.0%-1.2%0.067%
11/8/2024 B. Metzler seel. Sohn & Co. Holding AG5,688$219K0.0%N/A0.002%
11/7/2024 Pathstone Holdings LLC36,217$1.40M0.0%-3.5%0.013%
11/7/2024 Lindenwold Advisors INC7,930$306K0.2%+4.8%0.003%
11/7/2024 Quest Partners LLC16,334$630K0.1%N/A0.006%
11/7/2024 Thrivent Financial for Lutherans59,631$2.30M0.0%-2.7%0.022%
11/6/2024 Mutual of America Capital Management LLC136,076$5.25M0.1%-5.6%0.050%
11/6/2024 Natixis Advisors LLC66,382$2.56M0.0%+6.0%0.024%
11/6/2024 Coastline Trust Co1,693$65K0.0%N/A0.001%
11/6/2024 CIBC Asset Management Inc14,243$549K0.0%+1.8%0.005%
11/6/2024 Tokio Marine Asset Management Co. Ltd.11,145$430K0.0%+7.1%0.004%
11/6/2024 Metis Global Partners LLC11,350$438K0.0%-4.2%0.004%
11/6/2024 KBC Group NV17,948$692K0.0%-5.9%0.007%
11/6/2024 Schrum Private Wealth Management LLC5,750$222K0.1%N/A0.002%
11/6/2024 MQS Management LLC7,683$296K0.2%N/A0.003%
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11/5/2024 Haverford Trust Co25,573$986K0.0%-22.3%0.009%
11/5/2024 Empower Advisory Group LLC1,585,475$61.15M0.2%+5.6%0.579%
11/5/2024 Victory Capital Management Inc.51,075$1.97M0.0%-7.2%0.019%
11/5/2024 Aigen Investment Management LP30,035$1.16M0.2%N/A0.011%
11/5/2024 Sumitomo Mitsui Trust Group Inc.510,053$19.67M0.0%+6.1%0.186%
11/4/2024 Versor Investments LP28,679$1.11M0.2%+22.7%0.010%
11/4/2024 Sanctuary Wealth Management L.L.C.1,299$50K0.0%N/A0.000%
11/2/2024 Costello Asset Management INC101,365$3.91M2.6%-0.5%0.037%
11/1/2024 Tompkins Financial Corp1,685$65K0.0%+21.7%0.001%
11/1/2024 Assetmark Inc.4,843$187K0.0%N/A0.002%
(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, 603 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 ($480.82M), Amundi ($289.32M), Pictet Asset Management SA ($237.11M), Geode Capital Management LLC ($165.70M), 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 490 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 ($3.41M), Norges Bank ($2.60M), Pathway Financial Advisers LLC ($2.48M), Boston Trust Walden Corp ($1.96M), AEGON ASSET MANAGEMENT UK Plc ($1.42M), and Empower Advisory Group LLC ($1.34M).

How much institutional buying is happening at Essential Utilities?

Institutional investors have bought a total of 48,948,679 shares in the last 24 months. This purchase volume represents approximately $1.93B in transactions.

Which Essential Utilities major shareholders have been selling company stock?

Of the 354 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 ($4.37M), Cohen & Steers Inc. ($1.81M), Franklin Resources Inc. ($940.89K), Cbre Investment Management Listed Real Assets LLC ($700.75K), FMR LLC ($664.88K), Principal Financial Group Inc. ($661.34K), and Macquarie Group Ltd. ($638.62K).

How much institutional selling is happening at Essential Utilities?

Institutional investors have sold a total of 22,887,542 shares in the last 24 months. This volume of shares sold represents approximately $913.47M in transactions.


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This page (NYSE:WTRG) was last updated on 12/21/2024 by MarketBeat.com Staff
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