Essential Utilities Ownership | Who Owns Essential Utilities?

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Essential Utilities Ownership Summary

Essential Utilities is owned by 62.31% institutional investors, 0.18% insiders, and 37.51% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.18% of WTRG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.13% of its assets in Essential Utilities shares.

WTRG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Essential Utilities	62.31%	0.18%	37.51%
Sector	Utilities Stocks	39.62%	7.97%	52.41%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	36.94M	13.18%	$1.47B
Blackrock	30.83M	11.28%	$1.15B
Vanguard group	31.25M	11.15%	$1.25B
State street	13.59M	4.85%	$542.32M
Canada pension plan investment board	11.66M	4.16%	$465.28M
Nordea investment management ab	8.97M	3.20%	$354.06M
Pictet asset management sa	5.34M	1.91%	$198.31M
Geode capital management	5.11M	1.82%	$203.40M
Amundi	4.75M	1.69%	$189.82M
First trust advisors lp	4.11M	1.47%	$163.87M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Beck bode	491.86K	3.17%	$19.63M
Antipodes partners	3.21M	2.87%	$128.14M
Wills financial group	159.48K	2.61%	$6.36M
John g ullman & associates	464.93K	2.50%	$18.55M
Wills financial group	156.79K	2.46%	$5.69M
Weaver c. barksdale & associates	45.09K	1.73%	$1.80M
Cbre investment management listed real assets	2.75M	1.57%	$109.91M
Aurora investment counsel	70.40K	1.47%	$2.81M
Costello asset management	98.10K	1.31%	$3.91M
Tandem investment advisors	948.86K	1.29%	$37.86M

Top Buyers

Holder	Shares	% Assets	Change
Jpmorgan chase	4.07M	0.01%	3.48M
Antipodes partners	3.21M	2.87%	3.21M
Norges bank	2.82M	0.01%	2.82M
Blackrock funding, inc. /de	36.94M	0.03%	2.72M
Nordea investment management ab	8.97M	0.31%	1.82M

Top Sellers

Holder	Shares	% Assets	Change
Cohen & steers	-	-	-1.49M
Millennium management	14.06K	0.00%	-1.23M
Pictet asset management sa	5.34M	0.20%	-1.19M
Tandem investment advisors	948.86K	1.29%	-1.12M
Point72 asset management	85.25K	0.01%	-1.07M

New Positions

Holder	Shares	% Assets	Change	Value
Antipodes partners	3.21M	2.87%	3.21M	$128.14M
Norges bank	2.82M	0.01%	2.82M	$102.60M
Heartland advisors	367.66K	0.78%	367.66K	$14.67M
Axa investment managers	148.76K	0.02%	148.76K	$5.94M
Sourcerock group	99.14K	0.27%	99.14K	$3.96M

Sold Out

Holder	Change
Activest wealth management	-1.00
High note wealth	-3.00
Whipplewood advisors	-8.00
Claris advisors, llc / mo /	-9.00
Wealthtrak capital management	-10.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	620	3.68%	207,739,459	-3.20%	75	1.23%	298	7.97%	200	-6.10%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	8.78M	3.13%	-240.32K
iShares Core S&P Mid-Cap ETF	8.40M	2.99%	-
Vanguard US Total Market Shares ETF	7.82M	2.84%	5.28K
Vanguard Small Cap Index	6.80M	2.43%	-45.91K
Pictet-Water I EUR	4.73M	1.69%	-409.18K
Vanguard Small Cap Value Index Inv	4.38M	1.56%	9.03K
Pictet Water Segregated Accounts	4.15M	1.51%	4.15M
Nordea 1 - Global Climate & Envir BI EUR	3.52M	1.25%	-43.96K
Vanguard Institutional Extnd Mkt Idx Tr	2.77M	0.99%	-1.19M
SPDR® S&P Dividend ETF	2.77M	0.99%	-

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
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	1
2024 Q4	-	-
2024 Q3	-	1

WTRG Ownership FAQ

Who owns the most shares of Essential Utilities?

Essential Utilities’s largest shareholders are Blackrock funding, inc. /de (36.94M shares, 13.18%), Blackrock (30.83M shares, 11.28%), and Vanguard group (31.25M shares, 11.15%). Together, they hold 35.60% 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?

Beck bode is Essential Utilities’s biggest shareholder by percentage of total assets invested, with 3.17% of its assets in 491.86K Essential Utilities shares, valued at 19.63M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Essential Utilities shares, with 3.13% of its total shares outstanding invested in 8.78M Essential Utilities shares.

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