Institutional Ownership Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG). We have compiled data on the 771 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $8.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
30,827,925
shares
|
$1.2 Billion
0.03% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
30,407,634
shares
|
$1.19 Billion
0.02% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
12,950,256
shares
|
$505 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
11,661,095
shares
|
$455 Million
0.4% of portfolio
|
Q2 2025
Reduced 46.17%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Oct 27, 2025 Q3 2025 |
8,972,565
shares
|
$350 Million
0.33% of portfolio
|
Q3 2025
Added 25.49%
|
|
|
Amundi
Paris, I0 |
Aug 13, 2025 Q2 2025 |
5,637,022
shares
|
$220 Million
0.08% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
5,339,428
shares
|
$208 Million
0.21% of portfolio
|
Q2 2025
Reduced 18.26%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,003,490
shares
|
$195 Million
0.24% of portfolio
|
Q2 2023
Reduced 7.89%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
4,734,532
shares
|
$185 Million
0.01% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
4,158,376
shares
|
$162 Million
0.13% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
3,502,380
shares
|
$137 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
3,488,920
shares
|
$136 Million
0.03% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,320,442
shares
|
$130 Million
0.01% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,013,141
shares
|
$118 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,852,839
shares
|
$111 Million
0.02% of portfolio
|
Q2 2025
Added 16.98%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
2,820,091
shares
|
$110 Million
0.02% of portfolio
|
Q2 2025
Added 823.72%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
2,755,714
shares
|
$108 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
2,664,876
shares
|
$104 Million
0.13% of portfolio
|
Q2 2025
Added 13.9%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
2,624,985
shares
|
$102 Million
0.78% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Maple Brown Abbott LTD
|
May 12, 2025 Q1 2025 |
2,384,087
shares
|
$93.1 Million
7.17% of portfolio
|
Q1 2025
New holding
|
|
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
Aug 06, 2025 Q2 2025 |
2,360,631
shares
|
$92.1 Million
1.35% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,142,795
shares
|
$83.6 Million
0.96% of portfolio
|
Q2 2025
Reduced 11.23%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Jul 31, 2025 Q2 2025 |
2,070,162
shares
|
$80.8 Million
2.69% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,032,362
shares
|
$79.3 Million
0.01% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
2,000,589
shares
|
$78.1 Million
0.02% of portfolio
|
Q2 2025
Added 7.31%
|