ESSENTIAL UTILS INC (WTRG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
655
Reporting holders
$8.6B
Reported value
78.6%
Of shares outstanding
0.1%
Held as options
+4
Holder change
Institutions report 223,095,838 shares against 283,778,605 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.3B | 33,433,285 | 0.02% | 8q | +5.9%+$71.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $626.0M | 16,340,786 | 0.03% | 2q | -0.9%-$5.7M |
| STATE STREET CORP | $502.6M | 13,119,170 | 0.01% | 26q | +5.5%+$26.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $489.7M | 12,782,196 | 0.01% | 2q | +1.0%+$4.6M |
| NORGES BANK | $248.6M | 6,489,675 | 0.02% | 24q | +61.5%+$94.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $202.3M | 5,279,933 | 0.01% | 26q | +1.1%+$2.1M |
| NORDEA INVESTMENT MANAGEMENT AB | $197.0M | 5,119,221 | 0.16% | 26q | -31.6%-$91.1M |
| Amundi | $166.0M | 4,333,385 | 0.04% | 21q | -4.5%-$7.9M |
| MILLENNIUM MANAGEMENT LLC | $159.1M | 4,153,002 | 0.06% | 8q | +2.2%+$3.5M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $157.4M | 4,109,366 | 0.74% | 26q | -6.1%-$10.3M |
| AQR Arbitrage LLC | $147.8M | 3,858,057 | 2.10% | 3q | +23.0%+$27.6M |
| Legal & General Group Plc | $134.2M | 3,504,219 | 0.03% | 26q | +2.8%+$3.7M |
| GOLDMAN SACHS GROUP INC | $130.2M | 3,398,595 | 0.01% | 26q | +19.7%+$21.4M |
| NORTHERN TRUST CORP | $126.4M | 3,299,746 | 0.01% | 26q | +3.1%+$3.8M |
| MORGAN STANLEY | $125.5M | 3,276,730 | 0.01% | 26q | +1.8%+$2.2M |
| ANTIPODES PARTNERS Ltd | $125.1M | 3,266,286 | 2.29% | 4q | +8.2%+$9.5M |
| Balyasny Asset Management L.P. | $123.7M | 3,229,542 | 0.15% | 3q | +4.6%+$5.4M |
| DIMENSIONAL FUND ADVISORS LP | $115.2M | 3,006,373 | 0.02% | 26q | +4.3%+$4.8M |
| JPMORGAN CHASE & CO | $106.3M | 2,753,727 | 0.01% | 26q | +25.6%+$21.7M |
| Pictet Asset Management Holding SA | $96.7M | 2,524,042 | 0.09% | 12q | -30.0%-$41.4M |
| Boston Trust Walden Corp | $94.4M | 2,463,461 | 0.72% | 12q | -0.7%-$689.1K |
| Bank of New York Mellon Corp | $92.5M | 2,413,662 | 0.02% | 26q | -4.3%-$4.2M |
| Invesco Ltd. | $92.0M | 2,401,088 | 0.01% | 26q | -43.8%-$71.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $85.9M | 2,243,125 | 0.13% | 3q | -4.7%-$4.2M |
| FIRST TRUST ADVISORS LP | $80.2M | 2,092,331 | 0.05% | 26q | +9.5%+$6.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $79.9M | 2,086,569 | 0.04% | 3q | +62.8%+$30.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $76.3M | 1,992,288 | 0.01% | 26q | HELD |
| Sixth Street Partners Management Company, L.P. | $76.3M | 1,992,288 | 0.01% | new | NEW |
| FIL Ltd | $74.7M | 1,950,669 | 0.05% | 12q | HELD |
| Empower Advisory Group, LLC | $71.7M | 1,871,675 | 0.17% | 14q | +3.5%+$2.4M |
| VANGUARD FIDUCIARY TRUST CO | $68.7M | 1,794,358 | 0.02% | 2q | +1.9%+$1.3M |
| NEXPOINT ASSET MANAGEMENT, L.P. | $68.2M | 1,780,349 | 4.56% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $68.0M | 1,776,094 | 0.02% | 26q | +53.5%+$23.7M |
| Qube Research & Technologies Ltd | $68.0M | 1,774,130 | 0.06% | 2q | -45.9%-$57.6M |
| LMR Partners LLP | $62.4M | 1,628,583 | 0.23% | 3q | +201.0%+$41.7M |
| UBS Group AG | $58.4M | 1,525,066 | 0.01% | 26q | +41.6%+$17.2M |
| CITIGROUP INC | $57.6M | 1,503,622 | 0.02% | 26q | +70.9%+$23.9M |
| Gotham Asset Management, LLC | $55.3M | 1,443,959 | 0.13% | 21q | +58.1%+$20.3M |
| FRANKLIN RESOURCES INC | $53.0M | 1,383,319 | 0.01% | 26q | +1.2%+$632.2K |
| Ensign Peak Advisors, Inc | $51.5M | 1,344,324 | 0.08% | 26q | -50.1%-$51.7M |
| ALLIANCEBERNSTEIN L.P. | $51.1M | 1,268,732 | 0.02% | 26q | +39.7%+$14.5M |
| Epoch Investment Partners, Inc. | $49.1M | 1,282,362 | 0.28% | 10q | +7.8%+$3.5M |
| Magnetar Financial LLC | $48.2M | 1,258,246 | 0.44% | 4q | +4.5%+$2.1M |
| JANE STREET GROUP, LLC | $47.6M | 1,234,270 | 0.00% | 13q | -46.6%-$41.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $43.4M | 1,133,353 | 0.01% | 26q | +4.5%+$1.9M |
| Verition Fund Management LLC | $42.4M | 1,105,600 | 0.11% | 9q | +1353.7%+$39.4M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $37.6M | 980,246 | 0.08% | 2q | +30.9%+$8.9M |
| FMR LLC | $37.1M | 968,932 | 0.00% | 26q | +33.7%+$9.3M |
| BANK OF AMERICA CORP /DE/ | $34.5M | 899,973 | 0.00% | 26q | -38.9%-$22.0M |
| RHUMBLINE ADVISERS | $31.5M | 821,077 | 0.02% | 26q | -1.0%-$318.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $31.1M | 633,877 | 0.00% | 26q | -57.4%-$41.9M |
| Squarepoint Ops LLC | $31.0M | 810,036 | 0.03% | 3q | +17.1%+$4.5M |
| JONES FINANCIAL COMPANIES LLLP | $29.3M | 760,238 | 0.01% | 16q | -0.8%-$244.9K |
| Allianz Asset Management GmbH | $28.3M | 703,714 | 0.03% | 21q | HELD |
| ProShare Advisors LLC | $27.1M | 707,091 | 0.04% | 26q | +3.1%+$817.3K |
| Nuveen, LLC | $26.2M | 683,783 | 0.01% | 6q | -20.0%-$6.6M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $25.3M | 661,098 | 0.04% | 2q | +16.4%+$3.6M |
| PRINCIPAL FINANCIAL GROUP INC | $24.7M | 643,984 | 0.01% | 25q | +2.0%+$482.4K |
| GABELLI FUNDS LLC | $23.5M | 613,050 | 0.15% | 26q | +4.3%+$976.9K |
| AEGON ASSET MANAGEMENT UK Plc | $23.1M | 603,488 | 0.25% | 22q | -3.1%-$729.4K |
| California Public Employees Retirement System | $22.8M | 595,876 | 0.01% | 26q | -2.1%-$495.0K |
| WELLS FARGO & COMPANY/MN | $22.7M | 592,104 | 0.00% | 26q | -51.9%-$24.4M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $21.1M | 552,000 | 0.09% | 2q | HELD |
| Swiss National Bank | $20.7M | 540,000 | 0.01% | 26q | -3.6%-$781.5K |
| Schonfeld Strategic Advisors LLC | $20.2M | 528,483 | 0.07% | 3q | +2049.8%+$19.3M |
| CANADA PENSION PLAN INVESTMENT BOARD | $19.4M | 506,900 | 0.01% | 26q | +122.9%+$10.7M |
| Assenagon Asset Management S.A. | $18.7M | 488,454 | 0.01% | 16q | -72.0%-$48.1M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $17.8M | 465,697 | 0.21% | 6q | +13.4%+$2.1M |
| Kintayl Capital LP | $17.7M | 462,708 | 7.04% | 3q | +28.9%+$4.0M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $17.5M | 456,080 | 0.08% | 26q | -9.4%-$1.8M |
| LPL Financial LLC | $15.6M | 405,949 | 0.00% | 26q | +19.6%+$2.5M |
| MIROVA | $15.3M | 398,722 | 0.56% | 2q | +1.5%+$229.7K |
| NEW YORK STATE COMMON RETIREMENT FUND | $15.1M | 394,559 | 0.02% | 26q | -5.2%-$835.2K |
| ROYAL BANK OF CANADA | $14.8M | 385,020 | 0.00% | 26q | -8.4%-$1.4M |
| JOHN G ULLMAN & ASSOCIATES INC | $14.6M | 380,232 | 1.77% | 9q | -5.8%-$893.3K |
| Trexquant Investment LP | $13.4M | 350,865 | 0.08% | 2q | +93.6%+$6.5M |
| AMERIPRISE FINANCIAL INC | $12.4M | 322,647 | 0.00% | 26q | -47.0%-$11.0M |
| ALGERT GLOBAL LLC | $12.3M | 321,500 | 0.15% | new | NEW |
| Magellan Asset Management Ltd | $12.3M | 320,787 | 0.27% | 26q | +8.5%+$959.0K |
| MUFG Securities EMEA plc | $11.7M | 305,721 | 0.12% | 2q | +131.6%+$6.7M |
| Retirement Systems of Alabama | $11.2M | 293,357 | 0.03% | 26q | -15.4%-$2.1M |
| RAYMOND JAMES FINANCIAL INC | $11.2M | 292,042 | 0.00% | 7q | -5.5%-$648.8K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $11.1M | 289,905 | 0.01% | 26q | +5.4%+$573.7K |
| NOMURA ASSET MANAGEMENT CO LTD | $11.1M | 289,025 | 0.02% | 26q | +32.4%+$2.7M |
| BANK OF NOVA SCOTIA | $10.9M | 284,606 | 0.02% | 13q | +462.6%+$9.0M |
| Maryland State Retirement & Pension System | $10.9M | 284,005 | 0.19% | 22q | +6.0%+$611.4K |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $10.5M | 274,998 | 0.15% | 13q | -8.8%-$1.0M |
| D. E. Shaw & Co., Inc. | $10.4M | 272,252 | 0.00% | 2q | -51.3%-$11.0M |
| Cetera Investment Advisers | $10.1M | 264,413 | 0.01% | 23q | +6.2%+$587.0K |
| STIFEL FINANCIAL CORP | $10.0M | 261,289 | 0.01% | 26q | +0.9%+$91.6K |
| ING GROEP NV | $9.9M | 258,000 | 0.05% | new | NEW |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $9.4M | 246,561 | 0.02% | 26q | -2.7%-$265.5K |
| CIBC Bancorp USA Inc. | $9.4M | 245,699 | 0.01% | 3q | +783.0%+$8.3M |
| NUANCE INVESTMENTS, LLC | $9.2M | 238,896 | 1.56% | 3q | +22.6%+$1.7M |
| MARSHALL WACE, LLP | $9.1M | 237,937 | 0.01% | 3q | +409.5%+$7.3M |
| Meiji Yasuda Asset Management Co Ltd. | $9.0M | 236,193 | 0.41% | 22q | +5.8%+$495.2K |
| RENAISSANCE TECHNOLOGIES LLC | $9.0M | 235,283 | 0.01% | new | NEW |
| AdvisorNet Financial, Inc | $8.9M | 232,696 | 0.41% | 20q | HELD |
| Aberdeen Group plc | $8.7M | 227,500 | 0.01% | 26q | +68.6%+$3.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | $8.7M | 225,968 | 0.01% | 2q | -11.1%-$1.1M |
Showing the largest 100 of 701 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 655 | $8.6B | 223,095,838 | 71 | 229 | 201 | 0.1% |
| Q1 2026 | 651 | $8.7B | 215,554,419 | 76 | 185 | 217 | 0.1% |
| Q4 2025 | 641 | $8.6B | 222,817,500 | 74 | 174 | 210 | 0.1% |
| Q3 2025 | 626 | $9.1B | 227,383,526 | 78 | 237 | 142 | 0.2% |
| Q2 2025 | 626 | $8.0B | 213,515,232 | 69 | 235 | 170 | 0.2% |
| Q1 2025 | 619 | $8.4B | 213,052,894 | 94 | 200 | 176 | 0.2% |
| Q4 2024 | 568 | $7.6B | 207,958,095 | 35 | 150 | 220 | 0.1% |
| Q3 2024 | 572 | $7.8B | 202,115,735 | 65 | 185 | 166 | 0.1% |
| Q2 2024 | 543 | $7.2B | 193,345,465 | 54 | 173 | 180 | 0.1% |
| Q1 2024 | 530 | $7.4B | 198,885,000 | 37 | 186 | 168 | 0.1% |
| Q4 2023 | 549 | $7.3B | 195,300,805 | 62 | 191 | 155 | 0.2% |
| Q3 2023 | 504 | $6.6B | 192,284,290 | 31 | 170 | 166 | 0.1% |
| Q2 2023 | 528 | $7.2B | 180,716,957 | 47 | 144 | 170 | 0.1% |
| Q1 2023 | 540 | $7.7B | 176,967,432 | 52 | 157 | 168 | 0.2% |
| Q4 2022 | 499 | $8.0B | 168,690,729 | 65 | 149 | 134 | 0.2% |
| Q3 2022 | 634 | $7.9B | 189,154,788 | 57 | 198 | 167 | 0.3% |
| Q2 2022 | 631 | $8.6B | 187,149,208 | 53 | 191 | 178 | 0.1% |
| Q1 2022 | 643 | $9.2B | 180,933,890 | 62 | 197 | 184 | 0.1% |
| Q4 2021 | 650 | $9.6B | 178,323,123 | 67 | 195 | 161 | 1.5% |
| Q3 2021 | 596 | $7.9B | 172,193,659 | 50 | 169 | 174 | 0.1% |
| Q2 2021 | 589 | $8.0B | 174,178,527 | 49 | 159 | 161 | 0.1% |
| Q1 2021 | 598 | $7.7B | 172,824,283 | 53 | 175 | 173 | 0.1% |
| Q4 2020 | 599 | $8.6B | 174,394,639 | 65 | 157 | 151 | 0.2% |
| Q3 2020 | 570 | $6.9B | 172,175,360 | 48 | 165 | 166 | 0.1% |
| Q2 2020 | 571 | $7.0B | 166,244,501 | 62 | 167 | 160 | 0.2% |
| Q1 2020 | 576 | $6.7B | 165,383,389 | 555 | 6 | 4 | 0.2% |
| Q4 2019 | 20 | $19.5M | 416,139 | 13 | 0 | 0 | 0.0% |
| Q3 2019 | 3 | $381.8K | 8,515 | 0 | 0 | 1 | 0.0% |
| Q2 2019 | 3 | $357.7K | 8,615 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 3 | $316.8K | 8,615 | 1 | 2 | 0 | 0.0% |
| Q4 2018 | 2 | $246.9K | 7,221 | 0 | 0 | 0 | 0.0% |