Essential Utilities Ownership | Who Owns Essential Utilities?

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Essential Utilities Ownership Summary

Essential Utilities is owned by 49.47% institutional investors, 0.28% insiders, and 50.25% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.04% of WTRG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.14% of its assets in Essential Utilities shares.

WTRG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Essential Utilities	49.47%	0.28%	50.25%
Sector	Utilities Stocks	51.31%	6.24%	42.45%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	33.00M	12.04%	$1.20B
Blackrock	30.83M	11.28%	$1.15B
Vanguard group	30.06M	10.97%	$1.09B
Canada pension plan investment board	21.66M	7.90%	$786.73M
State street	12.78M	4.68%	$477.17M
Amundi	7.48M	2.74%	$278.30M
Nordea investment management ab	6.81M	2.49%	$247.13M
Pictet asset management sa	6.73M	2.45%	$244.30M
Geode capital management	4.32M	1.58%	$156.53M
Invesco	3.69M	1.35%	$134.03M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Tandem investment advisors	2.03M	2.79%	$73.61M
Wills financial group	156.79K	2.46%	$5.69M
Costello asset management	94.20K	2.26%	$3.42M
Weaver c. barksdale & associates	49.51K	1.72%	$1.80M
John g ullman & associates	282.05K	1.51%	$10.24M
Greenland capital management lp	228.92K	1.33%	$8.31M
Cbre investment management listed real assets	2.04M	1.31%	$74.20M
Blossom wealth management	15.85K	1.11%	$575.66K
Coston, mcisaac & partners	99.83K	1.07%	$3.62M
Duff & phelps investment management	2.41M	1.05%	$87.55M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	2.82M	0.01%	2.82M
Vanguard group	30.06M	0.02%	2.25M
Blackrock funding, inc. /de	33.00M	0.02%	1.83M
Pictet asset management sa	6.73M	0.26%	1.60M
Cohen & steers	1.44M	0.10%	1.44M

Top Sellers

Holder	Shares	% Assets	Change
Millennium management	14.06K	0.00%	-1.23M
Pathway financial advisers	33.49K	0.41%	-1.22M
Fmr	1.62M	0.00%	-1.06M
Amundi	7.48M	0.11%	-600.31K
Point72 asset management	258.01K	0.02%	-541.63K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	2.82M	0.01%	2.82M	$102.60M
Cohen & steers	1.44M	0.10%	1.44M	$52.35M
Raymond james financial	203.26K	0.00%	203.26K	$7.38M
Bnp paribas arbitrage, snc	145.04K	0.00%	145.04K	$5.27M
Magnetar financial	74.89K	0.06%	74.89K	$2.72M

Sold Out

Holder	Change
Claris advisors, llc / mo /	-9.00
Innealta capital	-17.00
Annis gardner whiting capital advisors	-20.00
Tucker asset management	-21.00
Avion wealth	-28.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	592	0.34%	214,261,389	1.39%	78	1.31%	272	-1.09%	212	8.16%
Mar 31, 2024	590	-4.99%	211,323,300	3.53%	77	1.32%	275	-15.38%	196	-0.51%
Dec 31, 2023	621	7.44%	204,115,503	3.99%	76	1.41%	325	25.97%	197	-4.37%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	8.62M	3.14%	11.97K
iShares Core S&P Mid-Cap ETF	8.20M	2.98%	-1.34K
Vanguard Small Cap Index	7.00M	2.55%	12.48K
Pictet-Water I EUR	5.63M	2.05%	-110.31K
Vanguard Small Cap Value Index Inv	4.63M	1.69%	-8.69K
Pictet Water Segregated Accounts	4.15M	1.51%	4.15M
Vanguard Institutional Extnd Mkt Idx Tr	3.81M	1.39%	-2.06K
Nordea 1 - Global Climate & Envir BI EUR	3.51M	1.28%	-29.47K
SPDR® S&P Dividend ETF	3.05M	1.11%	-
iShares Global Water ETF USD Dist	2.77M	1.01%	-8.38K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Mar 11, 2024	RUBIN ROBERT A	Chief Accounting Officer	Sell	$127.84K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	1
2024 Q2	-	3
2024 Q1	1	2

WTRG Ownership FAQ

Who owns the most shares of Essential Utilities?

Essential Utilities’s largest shareholders are Blackrock funding, inc. /de (33M shares, 12.04%), Blackrock (30.83M shares, 11.28%), and Vanguard group (30.06M shares, 10.97%). Together, they hold 34.29% 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?

Tandem investment advisors is Essential Utilities’s biggest shareholder by percentage of total assets invested, with 2.79% of its assets in 2.03M Essential Utilities shares, valued at 73.61M$.

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 3.14% of its total shares outstanding invested in 8.62M Essential Utilities shares.

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