Essential Utilities WTRG Institutional Ownership

NYSE WTRG

$38.68 -0.51 (-1.30%)

As of: Oct 1, 2026 · 3:59 PM EDT

Institutions by Trading Activity

697 Institutions

Increased 337 48.4%

Unchanged 129 18.5%

Reduced 231 33.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

79.44%

▲+3.27 pp QoQ

Shares Held by Institutions

225.34Mn

of 283.66Mn outstanding

▲+5.39% QoQ

Shares Outstanding

283.66Mn

58.32Mn held outside 13F filers

Institutional Investors

697

filed 13F for Jun 2026

▲+9 vs prior quarter

Net Shares Added (QoQ)

+11.52Mn

accumulated since last quarter

Value of Holdings

$8.83Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Essential Utilities, Inc. (NYSE:WTRG) has 697 institutional investors with active 13F positions as of June 2026.

They owned 79.4% of outstanding stock in June 2026, up from 76.2% the prior quarter.
They increased total shares held in Essential Utilities by 5.39% from the prior quarter, while the number of investors in WTRG increased 2.5% year over year.
During the quarter, 337 of these 697 funds increased positions in WTRG, 231 reduced exposure, and 129 held steady.
The aggregate institutional position in Essential Utilities amounted to 225.34Mn shares as of June 2026, up by 11.52Mn shares quarter on quarter, and up 11.14Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Essential Utilities with 33.43Mn shares, accounting for 11.79% of total shares outstanding.
Leading buyers of Essential Utilities shares for the quarter ending June 2026 were NORGES BANK (6.49Mn), Sixth Street Partners Management Company, L.P. (1.99Mn), BlackRock, Inc. (1.86Mn), NEXPOINT ASSET MANAGEMENT, L.P. (1.78Mn), SG Americas Securities, LLC (1.22Mn).
Leading sellers of Essential Utilities shares for the quarter ending June 2026 were NORDEA INVESTMENT MANAGEMENT AB (2.37Mn), Invesco Ltd. (1.87Mn), Qube Research & Technologies Ltd (1.5Mn), Assenagon Asset Management S.A. (1.5Mn), TUDOR INVESTMENT CORP ET AL (1.22Mn).
Per Business Quant data, the top 10 holders of Essential Utilities for the quarter ending June 2026 are BlackRock, Inc. (33.43Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (16.34Mn), State Street Corp (13.12Mn), VANGUARD CAPITAL MANAGEMENT LLC (12.78Mn), NORGES BANK (6.49Mn), GEODE CAPITAL MANAGEMENT, LLC (5.28Mn), NORDEA INVESTMENT MANAGEMENT AB (5.12Mn), Amundi (4.33Mn), MILLENNIUM MANAGEMENT LLC (4.15Mn), AQR Arbitrage LLC (3.86Mn).

Form 13F Holdings

696 Institutional Holders

Report period 30 Jun, 2026

Total shares held 225.34Mn

Of outstanding 79.44%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	33,433,285	11.79%	▲1,863,880	+5.90%	$1.28Bn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	16,340,786	5.76%	▼148,565	-0.90%	$626.02Mn
3	State Street Corp	0000093751	13,119,170	4.63%	▲687,688	+5.53%	$502.60Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	12,782,196	4.51%	▲120,517	+0.95%	$489.69Mn
5	NORGES BANK	0001374170	6,489,675	2.29%	▲6,489,675	0.00%	$248.62Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	5,279,933	1.86%	▲55,890	+1.07%	$202.33Mn
7	NORDEA INVESTMENT MANAGEMENT AB	0001218210	5,119,221	1.80%	▼2,367,235	-31.62%	$196.99Mn
8	Amundi	0001330387	4,333,385	1.53%	▼206,168	-4.54%	$166.05Mn
9	MILLENNIUM MANAGEMENT LLC	0001273087	4,153,002	1.46%	▲90,520	+2.23%	$159.10Mn
10	AQR Arbitrage LLC	0001167456	3,858,057	1.36%	▲720,838	+22.98%	$147.80Mn
11	Legal & General Group Plc	0000764068	3,504,219	1.24%	▲95,371	+2.80%	$134.25Mn
12	Goldman Sachs Group Inc	0000886982	3,398,595	1.20%	▲559,317	+19.70%	$130.20Mn
13	Northern Trust Corp	0000073124	3,299,746	1.16%	▲97,899	+3.06%	$126.41Mn
14	Morgan Stanley	0000895421	3,276,730	1.16%	▲57,681	+1.79%	$125.53Mn
15	ANTIPODES PARTNERS Ltd	0001652442	3,266,286	1.15%	▲247,471	+8.20%	$125.13Mn
16	BALYASNY ASSET MANAGEMENT L.P.	0001218710	3,229,542	1.14%	▲140,917	+4.56%	$123.72Mn
17	DIMENSIONAL FUND ADVISORS LP	0000354204	3,006,373	1.06%	▲124,883	+4.33%	$115.18Mn
18	Jpmorgan Chase & Co	0000019617	2,753,727	0.97%	▲561,748	+25.63%	$106.33Mn
19	Pictet Asset Management Holding SA	0001993888	2,524,042	0.89%	▼1,081,409	-29.99%	$96.70Mn
20	Boston Trust Walden Corp	0001534866	2,463,461	0.87%	▼17,987	-0.72%	$94.38Mn

Showing 1 to 20 of 696 holders