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 743 institutions that hold shares in the stock, with a total of 223 Million shares, which have been reported (via 13F filing form) to have a value of $8.67 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 |
May 09, 2025 Q1 2025 |
29,713,646
shares
|
$1.15 Billion
0.02% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
21,661,095
shares
|
$842 Million
0.9% of portfolio
|
Q1 2020
New holding
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
13,146,141
shares
|
$511 Million
0.02% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
7,368,205
shares
|
$286 Million
0.32% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
6,532,599
shares
|
$254 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
5,490,062
shares
|
$213 Million
0.08% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,003,490
shares
|
$194 Million
0.24% of portfolio
|
Q2 2023
Reduced 7.89%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
4,561,213
shares
|
$177 Million
0.01% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
4,158,001
shares
|
$162 Million
0.15% of portfolio
|
Q1 2025
Added 28.28%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
3,519,548
shares
|
$137 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
3,352,650
shares
|
$130 Million
0.04% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,241,771
shares
|
$126 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
3,218,314
shares
|
$125 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
2,476,811
shares
|
$96.2 Million
0.73% of portfolio
|
Q1 2025
Added 16.45%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
2,438,783
shares
|
$94.8 Million
0.03% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
2,422,185
shares
|
$94.1 Million
0.1% of portfolio
|
Q1 2025
Added 28.24%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
May 13, 2025 Q1 2025 |
2,413,764
shares
|
$93.8 Million
1.14% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Maple Brown Abbott LTD
|
May 12, 2025 Q1 2025 |
2,384,087
shares
|
$92.6 Million
7.17% of portfolio
|
Q1 2025
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
2,339,698
shares
|
$90.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
May 14, 2025 Q1 2025 |
2,166,797
shares
|
$84.2 Million
1.34% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
2,103,777
shares
|
$81.8 Million
0.02% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Apr 28, 2025 Q1 2025 |
2,045,060
shares
|
$79.5 Million
2.82% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
1,864,237
shares
|
$72.4 Million
0.02% of portfolio
|
Q1 2025
Added 16.4%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
1,685,205
shares
|
$65.5 Million
0.22% of portfolio
|
Q1 2025
Added 1.52%
|