Essential Utilities WTRG Institutional Ownership

NYSE WTRG

$41.55 +0.44 (+1.07%)

At close: Sep 2, 2026 · 4:00 PM EDT

Institutions by Trading Activity

693 Institutions

Increased 335 48.3%

Unchanged 128 18.5%

Reduced 230 33.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

79.43%

▲+3.22 pp QoQ

Shares Held by Institutions

225.31Mn

of 283.66Mn outstanding

▲+5.38% QoQ

Shares Outstanding

283.66Mn

58.34Mn held outside 13F filers

Institutional Investors

693

filed 13F for Jun 2026

▲+6 vs prior quarter

Net Shares Added (QoQ)

+11.50Mn

accumulated since last quarter

Value of Holdings

$9.26Bn

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) appears in 693 institutional 13F filings for the quarter ending June 2026.

Collectively, these holders controlled 79.4% of Essential Utilities's outstanding shares in June 2026, up from 76.2% in March 2026.
They increased total shares held in WTRG by 5.38% quarter over quarter, and investors in Essential Utilities increased 1.76% from a year ago.
Activity in WTRG broke down as 335 buyers, 230 sellers, and 128 unchanged among 693 total holders.
Altogether, these fund groups held 225.31Mn shares in WTRG by June 2026, up by 11.5Mn shares quarter on quarter, and up 7.92Mn shares year over year.
BlackRock, Inc. holds the largest position in WTRG at 33.43Mn shares as of June 30, 2026, or 11.79% of 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).
The biggest sellers of Essential Utilities for the quarter ending June 2026 included 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, the top 10 investors in WTRG for the quarter ending June 2026 include 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

693 Institutional Holders

Report period 30 Jun, 2026

Total shares held 225.31Mn

Of outstanding 79.43%

#	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 693 holders