Essential Utilities, Inc. (WTRG) Institutional Ownership

Ownership Summary

Essential Utilities, Inc. (NYSE:WTRG) has 676 institutional investors that have filed 13F reports for the period ending March 2026.

• Collectively, these holders controlled 150.3% of Essential Utilities's outstanding shares in March 2026, down from 156.6% in December 2025.
• They increased total shares held in WTRG by 17.19% quarter over quarter, and investors in Essential Utilities stayed flat from a year ago.
• Of these 676 holders, 310 added to their stakes in Essential Utilities, 234 trimmed positions, and 132 made no changes.
• In total, institutional investors held 215.62Mn shares in Essential Utilities as of March 2026, up by 31.63Mn shares quarter on quarter, and down 18.26Mn shares year over year.
• BlackRock, Inc. holds the largest position in WTRG at 31.57Mn shares as of March 31, 2026, or 22.01% of shares outstanding.
• The largest buyers of Essential Utilities for the quarter ending March 2026 were VANGUARD PORTFOLIO MANAGEMENT LLC (16.49Mn), VANGUARD CAPITAL MANAGEMENT LLC (12.66Mn), Qube Research & Technologies Ltd (3.28Mn), BALYASNY ASSET MANAGEMENT L.P. (2.97Mn), MILLENNIUM MANAGEMENT LLC (2.81Mn).
• The biggest sellers of Essential Utilities for the quarter ending March 2026 included BlackRock, Inc. (2.78Mn), FIRST TRUST ADVISORS LP (2.23Mn), Amundi (1.8Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (1.59Mn), Jpmorgan Chase & Co (1.55Mn).
• According to Business Quant data, leading holders of WTRG for March 2026 are BlackRock, Inc. (31.57Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (16.49Mn), VANGUARD CAPITAL MANAGEMENT LLC (12.66Mn), State Street Corp (12.43Mn), NORDEA INVESTMENT MANAGEMENT AB (7.49Mn), GEODE CAPITAL MANAGEMENT, LLC (5.22Mn), Amundi (4.54Mn), Invesco Ltd. (4.27Mn), MILLENNIUM MANAGEMENT LLC (4.06Mn), Pictet Asset Management Holding SA (3.61Mn).