Essential Utilities, Inc. (WTRG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

280,725,000Shares Outstanding

216,249,195Shares held by institutions

$8,883,516,931Value of institutional holdings

77.03%Institutional ownership %

-2.57%Shares Changed QoQ

677No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Essential Utilities, Inc. (NYSE:WTRG) has 664 institutional investors with active 13F positions as of December 2025.

These investors collectively held 78.8% of Essential Utilities's outstanding shares in December 2025, down from 82.1% in September 2025.
They decreased total shares held in WTRG by -0.93% quarter over quarter, and investors in Essential Utilities increased 8.67% from a year ago.
Activity in WTRG broke down as 300 buyers, 228 sellers, and 136 unchanged among 664 total holders.
In total, institutional investors held 222.5Mn shares in Essential Utilities as of December 2025, down by 2.1Mn shares quarter on quarter, and down 2.49Mn shares year over year.
BlackRock, Inc. holds the largest position in WTRG at 34.34Mn shares as of December 31, 2025, or 12.17% of shares outstanding.
The most significant purchases of WTRG for the quarter ending December 2025 came from NORGES BANK (4.02Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (3.94Mn), SUSQUEHANNA INTERNATIONAL GROUP, LLP (2.94Mn), JANE STREET GROUP, LLC (2.48Mn), Amundi (1.59Mn).
The largest sellers of Essential Utilities for the quarter ending December 2025 were CANADA PENSION PLAN INVESTMENT BOARD (11.59Mn), Jpmorgan Chase & Co (4.41Mn), MACQUARIE GROUP LTD (3.36Mn), BlackRock, Inc. (2.59Mn), NORDEA INVESTMENT MANAGEMENT AB (1.35Mn).
According to Business Quant data, leading holders of WTRG for December 2025 are BlackRock, Inc. (34.34Mn), VANGUARD GROUP INC (30.94Mn), State Street Corp (13.83Mn), NORDEA INVESTMENT MANAGEMENT AB (7.63Mn), Amundi (6.34Mn), GEODE CAPITAL MANAGEMENT, LLC (5.23Mn), Pictet Asset Management Holding SA (4.54Mn), Legal & General Group Plc (4.15Mn), FIRST TRUST ADVISORS LP (4.14Mn), NORGES BANK (4.02Mn).

667 Institutional Holders

216,249,195 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	34,344,919	-2,593,181	-7.02%	$1,317,471,076.00
VANGUARD GROUP INC	31 Dec, 2025	30,935,627	-310,457	-0.99%	$1,186,690,652.00
Pictet Asset Management Holding SA	31 Dec, 2025	4,539,977	741,587	19.52%	$174,162,642.00
Goldman Sachs Group Inc	31 Dec, 2025	3,149,534	1,191,148	60.82%	$120,816,156.00
Barclays Plc	31 Dec, 2025	549,408	-1,093,643	-66.56%	$21,075,288.00
State Street Corp	31 Dec, 2025	13,833,175	241,176	1.77%	$530,640,593.00
ANTIPODES PARTNERS Ltd	31 Dec, 2025	3,274,915	63,712	1.98%	$125,635,159.00
HSBC HOLDINGS PLC	31 Dec, 2025	185,656	88,017	90.15%	$7,122,854.00
Investors Research Corp	31 Dec, 2025	34,650	-700	-1.98%	$1,329,174.00
NORDEA INVESTMENT MANAGEMENT AB	31 Dec, 2025	7,625,755	-1,346,810	-15.01%	$292,905,249.00
Empower Advisory Group, LLC	31 Dec, 2025	1,688,534	-52,492	-3.02%	$64,772,172.00
Rockefeller Capital Management L.P.	31 Dec, 2025	27,792	16,769	152.13%	$1,066,153.00
Leonteq Securities AG	31 Dec, 2025	514	163	46.44%	$19,717.00
Hamrick Investment Counsel, llc	31 Dec, 2025	23,066	23,066	0.00%	$884,812.00
Amundi	31 Dec, 2025	6,335,695	1,586,622	33.41%	$243,022,562.00
UBS Group AG	31 Dec, 2025	1,105,002	-237,477	-17.69%	$42,387,877.00
Bank of New Hampshire	31 Dec, 2025	375	0	0.00%	$14,385.00
ROWLANDMILLER & PARTNERS.ADV	31 Dec, 2025	8,354	9	0.11%	$320,477.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	5,233,715	120,947	2.37%	$200,197,270.00
Eurizon Capital SGR S.p.A.	31 Dec, 2025	756,872	756,872	0.00%	$29,034,434.00

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