Essential Utilities Ownership | Who Owns Essential Utilities?
Essential Utilities Ownership Summary
Essential Utilities is owned by 79.64% institutional investors, 0.22% insiders, and 20.14% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.81% of WTRG shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.43% of its assets in Essential Utilities shares.
WTRG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Essential Utilities | 79.64% | 0.22% | 20.14% |
| Sector | Utilities Stocks | 65.34% | 6.66% | 28.01% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 33.43M | 11.81% | $1.28B |
| Blackrock | 30.83M | 11.28% | $1.15B |
| Vanguard group | 30.94M | 10.98% | $1.19B |
| State street | 13.12M | 4.63% | $502.60M |
| Vanguard capital management | 12.78M | 4.51% | $489.69M |
| Norges bank | 6.49M | 2.29% | $248.62M |
| Geode capital management | 5.28M | 1.86% | $202.33M |
| Nordea investment management ab | 5.12M | 1.81% | $196.99M |
| Amundi | 4.33M | 1.53% | $166.05M |
| Millennium management | 4.15M | 1.47% | $159.10M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kintayl capital lp | 462.71K | 7.04% | $17.73M |
| Nexpoint asset management | 1.78M | 4.56% | $68.21M |
| Olympiad research lp | 37.81K | 3.01% | $1.45M |
| Wills financial group | 156.79K | 2.46% | $5.69M |
| Antipodes partners | 3.27M | 2.29% | $125.13M |
| Wills financial group | 152.31K | 2.12% | $5.83M |
| Aqr arbitrage | 3.86M | 2.10% | $147.80M |
| A. d. beadell investment counsel | 80.22K | 1.97% | $3.07M |
| John g ullman & associates | 380.23K | 1.77% | $14.57M |
| Nuance investments | 238.90K | 1.56% | $9.15M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 6.49M | 0.02% | 6.49M |
| Sixth street partners management company | 1.99M | 0.01% | 1.99M |
| Blackrock funding, inc. /de | 33.43M | 0.02% | 1.86M |
| Nexpoint asset management | 1.78M | 4.56% | 1.78M |
| Sg americas securities | 1.25M | 0.03% | 1.22M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nordea investment management ab | 5.12M | 0.16% | -2.37M |
| Invesco | 2.40M | 0.01% | -1.87M |
| Qube research | 1.77M | 0.06% | -1.50M |
| Assenagon asset management | 244.23K | 0.01% | -1.50M |
| Cohen & steers | - | - | -1.49M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.49M | 0.02% | 6.49M | $248.62M |
| Sixth street partners management company | 1.99M | 0.01% | 1.99M | $76.32M |
| Nexpoint asset management | 1.78M | 4.56% | 1.78M | $68.21M |
| Algert global | 321.50K | 0.15% | 321.50K | $12.32M |
| Ing groep nv | 258.00K | 0.05% | 258.00K | $9.88M |
Sold Out
| Holder | Change |
|---|---|
| Activest wealth management | -1.00 |
| High note wealth | -3.00 |
| Curio wealth | -5.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 695 | -0.86% | 225,536,074 | 4.11% | 79 | 1.36% | 337 | 7.32% | 232 | -6.45% |
| Mar 31, 2026 | 424 | -38.90% | 75,361,805 | -66.57% | 26 | 0.42% | 170 | -45.86% | 146 | -37.61% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 9.74M | 3.43% | 299.00 |
| Vanguard MStar Total Stk Mkt Idx Invest | 9.02M | 3.18% | 19.10K |
| Vanguard Total Stock Mkt Idx Inv | 9.00M | 3.17% | -3.02K |
| Vanguard Morn Total Stk Mkt Idx Investor | 9.00M | 3.17% | -3.02K |
| Vanguard US Total Market Shares ETF | 7.82M | 2.84% | 5.28K |
| Vanguard Small Cap Index | 6.52M | 2.30% | 15.48K |
| Pictet Water Segregated Accounts | 4.15M | 1.51% | 4.15M |
| Vanguard MStar Small Cap Value Index | 4.14M | 1.46% | 11.14K |
| Vanguard Morn Small Cap Value Index | 4.13M | 1.46% | -67.02K |
| Vanguard Small Cap Value Index Inv | 4.13M | 1.46% | -67.02K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 07, 2026 | Arnold Colleen | President - Aqua | Sell | $112.92K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
WTRG Ownership FAQ
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