Essential Utilities Ownership | Who Owns Essential Utilities?

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Essential Utilities Ownership Summary

Essential Utilities is owned by 64.37% institutional investors, 0.19% insiders, and 35.43% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.19% of WTRG shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.37% of its assets in Essential Utilities shares.

WTRG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Essential Utilities	64.37%	0.19%	35.43%
Sector	Utilities Stocks	34.92%	8.47%	56.60%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	34.34M	12.19%	$1.32B
Blackrock	30.83M	11.28%	$1.15B
Vanguard group	30.94M	10.98%	$1.19B
State street	13.59M	4.85%	$542.32M
Canada pension plan investment board	11.66M	4.16%	$465.28M
Nordea investment management ab	7.63M	2.71%	$292.91M
Geode capital management	5.23M	1.86%	$200.20M
Amundi	4.75M	1.69%	$189.82M
Invesco	4.27M	1.52%	$171.94M
First trust advisors lp	4.11M	1.47%	$163.87M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Wills financial group	156.79K	2.46%	$5.69M
Antipodes partners	3.02M	2.34%	$121.57M
Wills financial group	157.31K	2.31%	$6.03M
John g ullman & associates	403.55K	2.15%	$16.25M
A. d. beadell investment counsel	76.79K	1.97%	$3.09M
Weaver c. barksdale & associates	45.09K	1.73%	$1.80M
Aurora investment counsel	70.68K	1.58%	$2.85M
Versor investments lp	12.41K	1.22%	$499.87K
Econ financial services	63.36K	1.18%	$2.55M
Greenland capital management lp	295.10K	1.18%	$11.77M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	4.02M	0.02%	4.02M
Vanguard fiduciary trust	1.76M	0.02%	1.76M
Assenagon asset management	1.74M	0.11%	1.50M
Balyasny asset management	1.27M	0.07%	1.20M
Macquarie group	3.53M	0.16%	867.09K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	34.34M	0.02%	-2.59M
Cohen & steers	-	-	-1.49M
Nordea investment management ab	7.63M	0.25%	-1.35M
Millennium management	14.06K	0.00%	-1.23M
Point72 asset management	85.25K	0.01%	-1.07M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	4.02M	0.02%	4.02M	$154.18M
Vanguard fiduciary trust	1.76M	0.02%	1.76M	$70.91M
Vanguard asset management	254.17K	0.01%	254.17K	$10.24M
Vanguard investments australia	212.06K	0.02%	212.06K	$8.54M
Newsquare capital	163.99K	0.57%	163.99K	$6.60M

Sold Out

Holder	Change
Activest wealth management	-1.00
High note wealth	-3.00
Quarry lp	-4.00
Whipplewood advisors	-8.00
Claris advisors, llc / mo /	-9.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	557	-18.45%	181,396,748	-20.20%	64	0.98%	229	-35.85%	196	8.29%
Sep 30, 2025	529	-22.55%	174,646,994	-20.66%	62	1.01%	262	-26.82%	140	-30.35%
Jun 30, 2025	676	-0.59%	219,762,210	-0.03%	78	1.23%	356	-0.28%	199	-0.50%
Mar 31, 2025	668	7.57%	219,109,785	0.91%	79	1.27%	350	38.34%	198	-21.12%
Dec 31, 2024	409	-34.46%	135,551,842	-34.88%	49	0.86%	174	-42.19%	156	-22.39%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	9.55M	3.37%	-4.82K
Vanguard Total Stock Mkt Idx Inv	9.01M	3.18%	57.35K
Vanguard US Total Market Shares ETF	7.82M	2.84%	5.28K
Vanguard Small Cap Index	6.54M	2.31%	109.58K
Pictet Water Segregated Accounts	4.15M	1.51%	4.15M
Vanguard Small Cap Value Index Inv	4.16M	1.47%	32.47K
Pictet-Water I EUR	3.61M	1.27%	495.80K
iShares Global Water ETF USD Dist	3.34M	1.18%	-
Nordea 1 - Global Climate & Envir BI EUR	3.17M	1.12%	-
Vanguard Institutional Extnd Mkt Idx Tr	3.16M	1.12%	82.22K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 14, 2025	Franklin Chris	Chief Executive Officer	Sell	$303.38K
Jul 01, 2024	RUBIN ROBERT A	Chief Accounting Officer	Sell	$87.66K
May 01, 2024	RUBIN ROBERT A	Chief Accounting Officer	Sell	$73.96K
May 01, 2024	RUBIN ROBERT A	Chief Accounting Officer	Sell	$73.96K
Apr 01, 2024	RUBIN ROBERT A	Chief Accounting Officer	Sell	$207.07K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	-
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	1
2024 Q4	-	-

WTRG Ownership FAQ

Who owns the most shares of Essential Utilities?

Essential Utilities’s largest shareholders are Blackrock funding, inc. /de (34.34M shares, 12.19%), Blackrock (30.83M shares, 11.28%), and Vanguard group (30.94M shares, 10.98%). Together, they hold 34.44% of Essential Utilities’s total shares outstanding.

Does Blackrock own Essential Utilities?

Yes, BlackRock owns 11.28% of Essential Utilities, totaling 30.83M shares as of Jun 2024. This represents 0.03% of BlackRock's total assets, with a market value of 1.15B$. In the last quarter, BlackRock decreased its holdings by -202K shares, a -0.65% change.

Who is Essential Utilities’s biggest shareholder by percentage of total assets invested?

Wills financial group is Essential Utilities’s biggest shareholder by percentage of total assets invested, with 2.46% of its assets in 156.79K Essential Utilities shares, valued at 5.69M$.

Who is the top mutual fund holder of Essential Utilities shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Essential Utilities shares, with 3.37% of its total shares outstanding invested in 9.55M Essential Utilities shares.

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