Essential Utilities Ownership | Who Owns Essential Utilities?
Essential Utilities Ownership Summary
Essential Utilities is owned by 26.63% institutional investors, 0.22% insiders, and 73.15% retail investors. Blackrock is the largest institutional shareholder, holding 11.28% 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 | 26.63% | 0.22% | 73.15% |
| Sector | Utilities Stocks | 42.99% | 8.09% | 48.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 30.83M | 11.28% | $1.15B |
| Blackrock funding, inc. /de | 31.57M | 11.27% | $1.27B |
| Vanguard group | 30.94M | 10.98% | $1.19B |
| State street | 12.43M | 4.44% | $500.62M |
| Nordea investment management ab | 7.49M | 2.67% | $301.93M |
| Geode capital management | 5.22M | 1.87% | $210.42M |
| Amundi | 4.75M | 1.69% | $189.82M |
| Invesco | 4.27M | 1.52% | $171.94M |
| Millennium management | 4.06M | 1.45% | $163.60M |
| Norges bank | 4.02M | 1.43% | $154.18M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kintayl capital lp | 359.03K | 7.53% | $14.46M |
| Olympiad research lp | 37.81K | 4.64% | $1.52M |
| Wills financial group | 156.79K | 2.46% | $5.69M |
| Antipodes partners | 3.02M | 2.34% | $121.57M |
| Wills financial group | 152.90K | 2.18% | $5.79M |
| John g ullman & associates | 403.55K | 2.15% | $16.25M |
| Aqr arbitrage | 3.14M | 2.07% | $126.34M |
| A. d. beadell investment counsel | 76.79K | 1.97% | $3.09M |
| Weaver c. barksdale & associates | 42.47K | 1.63% | $1.71M |
| Aurora investment counsel | 70.68K | 1.58% | $2.85M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 4.02M | 0.02% | 4.02M |
| Qube research | 3.28M | 0.15% | 3.28M |
| Balyasny asset management | 3.09M | 0.16% | 2.97M |
| Millennium management | 4.06M | 0.07% | 2.81M |
| Aqr arbitrage | 3.14M | 2.07% | 2.19M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 31.57M | 0.02% | -2.78M |
| First trust advisors lp | 1.91M | 0.06% | -2.23M |
| Cbre investment management listed real assets | 301.61K | 0.18% | -1.67M |
| Macquarie management | 2.35M | 0.16% | -1.59M |
| Jpmorgan chase | 2.19M | 0.01% | -1.55M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 4.02M | 0.02% | 4.02M | $154.18M |
| Qube research | 3.28M | 0.15% | 3.28M | $132.03M |
| Vanguard fiduciary trust | 1.76M | 0.02% | 1.76M | $70.91M |
| Tudor investment corp et al | 1.39M | 0.10% | 1.39M | $55.81M |
| Grantham, mayo, van otterloo | 748.81K | 0.08% | 748.81K | $30.15M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 668 | 7.57% | 219,109,785 | 0.91% | 79 | 1.27% | 350 | 38.34% | 198 | -21.12% |
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 | 9.02M | 3.18% | 17.26K |
| Vanguard US Total Market Shares ETF | 7.82M | 2.84% | 5.28K |
| Vanguard Small Cap Index | 6.52M | 2.30% | -14.63K |
| Pictet Water Segregated Accounts | 4.15M | 1.51% | 4.15M |
| Vanguard Small Cap Value Index Inv | 4.19M | 1.48% | 31.59K |
| iShares Global Water ETF USD Dist | 3.34M | 1.18% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 3.19M | 1.13% | 30.46K |
| Pictet-Water I EUR | 3.04M | 1.07% | -567.56K |
| State Street® SPDR® S&P® Dividend ETF | 2.83M | 1.00% | 1.94K |
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
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