Essential Utilities Ownership | Who Owns Essential Utilities?
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 3.23% 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 | 35.28% | 8.46% | 56.27% |
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 |
| Pictet asset management sa | 4.54M | 1.61% | $174.16M |
| Legal & general group | 4.15M | 1.47% | $159.16M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Antipodes partners | 3.27M | 2.64% | $125.64M |
| Wills financial group | 156.79K | 2.46% | $5.69M |
| Wills financial group | 157.31K | 2.31% | $6.03M |
| John g ullman & associates | 405.45K | 2.07% | $15.55M |
| Weaver c. barksdale & associates | 45.09K | 1.73% | $1.80M |
| Aurora investment counsel | 70.40K | 1.47% | $2.81M |
| Greenland capital management lp | 295.10K | 1.18% | $11.77M |
| Cbre investment management listed real assets | 1.97M | 1.11% | $75.64M |
| Coston, mcisaac & partners | 115.17K | 1.03% | $4.42M |
| Blossom wealth management | 15.87K | 1.01% | $608.93K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 4.02M | 0.02% | 4.02M |
| Jane street group | 2.49M | 0.01% | 2.48M |
| Balyasny asset management | 1.27M | 0.07% | 1.20M |
| Macquarie group | 3.53M | 0.16% | 867.09K |
| Citigroup | 899.14K | 0.02% | 799.69K |
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 |
| Abc arbitrage sa | 160.41K | 0.58% | 160.41K | $6.15M |
| Axa investment managers | 148.76K | 0.02% | 148.76K | $5.94M |
| Nuance investments | 126.03K | 0.53% | 126.03K | $4.83M |
| Mint tower capital management b.v. | 83.33K | 0.37% | 83.33K | $3.20M |
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 | 9.14M | 3.23% | 1.16M |
| Vanguard Total Stock Mkt Idx Inv | 8.94M | 3.16% | 17.35K |
| Vanguard US Total Market Shares ETF | 7.82M | 2.84% | 5.28K |
| Vanguard Small Cap Index | 6.41M | 2.26% | -535.00 |
| Pictet Water Segregated Accounts | 4.15M | 1.51% | 4.15M |
| Vanguard Small Cap Value Index Inv | 4.12M | 1.45% | -31.27K |
| Pictet-Water I EUR | 3.73M | 1.32% | 726.32K |
| iShares Global Water ETF USD Dist | 3.46M | 1.22% | 1.04M |
| Nordea 1 - Global Climate & Envir BI EUR | 3.27M | 1.16% | -81.97K |
| Vanguard Institutional Extnd Mkt Idx Tr | 3.05M | 1.08% | 9.69K |
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 | - | - |
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