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


TypeName% Inst% Insiders% Retail
StockEssential Utilities49.47%0.28%50.25%
SectorUtilities Stocks51.31%6.24%42.45%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de33.00M12.04%$1.20B
Blackrock30.83M11.28%$1.15B
Vanguard group30.06M10.97%$1.09B
Canada pension plan investment board21.66M7.90%$786.73M
State street12.78M4.68%$477.17M
Amundi7.48M2.74%$278.30M
Nordea investment management ab6.81M2.49%$247.13M
Pictet asset management sa6.73M2.45%$244.30M
Geode capital management4.32M1.58%$156.53M
Invesco3.69M1.35%$134.03M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Tandem investment advisors2.03M2.79%$73.61M
Wills financial group156.79K2.46%$5.69M
Costello asset management94.20K2.26%$3.42M
Weaver c. barksdale & associates49.51K1.72%$1.80M
John g ullman & associates282.05K1.51%$10.24M
Greenland capital management lp228.92K1.33%$8.31M
Cbre investment management listed real assets2.04M1.31%$74.20M
Blossom wealth management15.85K1.11%$575.66K
Coston, mcisaac & partners99.83K1.07%$3.62M
Duff & phelps investment management2.41M1.05%$87.55M

Top Buyers

HolderShares% AssetsChange
Norges bank2.82M0.01%2.82M
Vanguard group30.06M0.02%2.25M
Blackrock funding, inc. /de33.00M0.02%1.83M
Pictet asset management sa6.73M0.26%1.60M
Cohen & steers1.44M0.10%1.44M

Top Sellers

HolderShares% AssetsChange
Millennium management14.06K0.00%-1.23M
Pathway financial advisers33.49K0.41%-1.22M
Fmr1.62M0.00%-1.06M
Amundi7.48M0.11%-600.31K
Point72 asset management258.01K0.02%-541.63K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.82M0.01%2.82M$102.60M
Cohen & steers1.44M0.10%1.44M$52.35M
Raymond james financial203.26K0.00%203.26K$7.38M
Bnp paribas arbitrage, snc145.04K0.00%145.04K$5.27M
Magnetar financial74.89K0.06%74.89K$2.72M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024409-34.46%135,551,842-34.88%490.86%174-42.19%156-22.39%
Sep 30, 20246203.68%207,739,459-3.20%751.23%2987.97%200-6.10%
Jun 30, 20245920.34%214,261,3891.39%781.31%272-1.09%2128.16%
Mar 31, 2024590-4.99%211,323,3003.53%771.32%275-15.38%196-0.51%
Dec 31, 20236217.44%204,115,5033.99%761.41%32525.97%197-4.37%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv8.62M3.14%11.97K
iShares Core S&P Mid-Cap ETF8.20M2.98%-1.34K
Vanguard Small Cap Index7.00M2.55%12.48K
Pictet-Water I EUR5.63M2.05%-110.31K
Vanguard Small Cap Value Index Inv4.63M1.69%-8.69K
Pictet Water Segregated Accounts4.15M1.51%4.15M
Vanguard Institutional Extnd Mkt Idx Tr3.81M1.39%-2.06K
Nordea 1 - Global Climate & Envir BI EUR3.51M1.28%-29.47K
SPDR® S&P Dividend ETF3.05M1.11%-
iShares Global Water ETF USD Dist2.77M1.01%-8.38K

Recent Insider Transactions


DateNameRoleActivityValue
Jul 01, 2024RUBIN ROBERT A Chief Accounting OfficerSell$87.66K
May 01, 2024RUBIN ROBERT A Chief Accounting OfficerSell$73.96K
May 01, 2024RUBIN ROBERT A Chief Accounting OfficerSell$73.96K
Apr 01, 2024RUBIN ROBERT A Chief Accounting OfficerSell$207.07K
Mar 11, 2024RUBIN ROBERT A Chief Accounting OfficerSell$127.84K

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q4--
2024 Q3-1
2024 Q2-3
2024 Q112

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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