Essential Utilities Inc (WTRG) Ownership

38.94 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Essential Utilities Inc (WTRG), owning a total of 30.8 million shares. Combined, the top 36 institutional holders of WTRG own 76.74% of the company with a total of 210.1 million shares.

In the latest ownership report on June 30th 2024, the top 36 institutional holders increased their combined ownership of WTRG by 600 thousand shares. 9 institutions bought 4,249,432 total additional shares and increased their ownership by an average of 18.24%. However 10 institutions sold 3,649,079 total shares and decreased their ownership by an average of 7.41%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Essential Utilities increased by a net total of 600,353 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	11.226%	-0.652%	30,827,925	-202,411	2024-06-30
Vanguard Group Inc	10.131%	-0.317%	27,821,441	-88,480	2024-06-30
Canada Pension Plan Investment Board	7.888%	0.000%	21,661,095	0	2024-06-30
T. Rowe Price Investment Management,Inc.	5.224%	3.565%	14,345,260	493,733	2024-06-30
State Street Corp	4.655%	-4.033%	12,782,423	-537,144	2024-06-30
Amundi	2.724%	-7.429%	7,480,837	-600,308	2024-06-30
Morgan Stanley - Brokerage Accounts	2.311%	-1.778%	6,345,064	-114,862	2024-06-30
Nordea Investment Mgmt Bank Demark A/s	1.834%	47.037%	5,036,541	1,611,191	2024-06-30
Pictet Asset Manangement SA	1.768%	-2.581%	4,855,123	-128,632	2024-06-30
Geode Capital Management, LLC	1.538%	2.299%	4,223,520	94,910	2024-06-30
Amvescap Plc.	1.531%	2.538%	4,204,616	104,059	2024-06-30
Legal & General Group PLC	1.332%	-0.915%	3,656,331	-33,747	2024-06-30
FMR Inc	1.217%	-24.483%	3,342,673	-1,083,724	2024-06-30
First Trust Advisors L.P.	1.155%	82.218%	3,171,256	1,430,888	2024-06-30
Northern Trust Corp	1.139%	5.036%	3,126,583	149,897	2024-06-30
Bank of New York Mellon Corp	1.003%	0.358%	2,754,099	9,822	2024-06-30
Duff & Phelps Inv Mgmt Co (IL)	0.885%	-13.473%	2,430,307	-378,416	2024-06-30
NORGES BANK	0.773%	-18.480%	2,123,405	-481,355	2024-06-30
Tandem Investment Advisors Inc	0.737%	0.674%	2,023,937	13,557	2024-06-30
UBS Asset Mgmt Americas Inc	0.731%	20.478%	2,008,448	341,375	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	11.226%	-0.652%	30,827,925	-202,411	2024-06-30
Vanguard Group Inc	10.131%	-0.317%	27,821,441	-88,480	2024-06-30
Canada Pension Plan Investment Board	7.888%	0.000%	21,661,095	0	2024-06-30
T. Rowe Price Investment Management,Inc.	5.224%	3.565%	14,345,260	493,733	2024-06-30
State Street Corporation	4.867%	-1.224%	13,319,567	-165,027	2024-03-31
State Street Corp	4.655%	-4.033%	12,782,423	-537,144	2024-06-30
Amundi	2.724%	-7.429%	7,480,837	-600,308	2024-06-30
Morgan Stanley - Brokerage Accounts	2.311%	-1.778%	6,345,064	-114,862	2024-06-30
Zimmer Partners LP	2.260%	194.693%	6,177,588	4,081,310	2023-09-30
Nordea Investment Mgmt Bank Demark A/s	1.834%	47.037%	5,036,541	1,611,191	2024-06-30
Pictet Asset Manangement SA	1.768%	-2.581%	4,855,123	-128,632	2024-06-30
Impax Asset Management Group PLC	1.683%	-1.274%	4,449,350	-57,424	2022-12-31
Geode Capital Management, LLC	1.538%	2.299%	4,223,520	94,910	2024-06-30
Amvescap Plc.	1.531%	2.538%	4,204,616	104,059	2024-06-30
Legal & General Group PLC	1.332%	-0.915%	3,656,331	-33,747	2024-06-30
FMR Inc	1.217%	-24.483%	3,342,673	-1,083,724	2024-06-30
First Trust Advisors L.P.	1.155%	82.218%	3,171,256	1,430,888	2024-06-30
Northern Trust Corp	1.139%	5.036%	3,126,583	149,897	2024-06-30
Bank of New York Mellon Corp	1.003%	0.358%	2,754,099	9,822	2024-06-30
Duff & Phelps Inv Mgmt Co (IL)	0.885%	-13.473%	2,430,307	-378,416	2024-06-30
Franklin Resources Inc	0.858%	0.466%	2,343,540	10,864	2023-09-30
Cohen & Steers Inc	0.856%	49.183%	2,339,542	771,303	2023-09-30
NORGES BANK	0.773%	-18.480%	2,123,405	-481,355	2024-06-30
Tandem Investment Advisors Inc	0.737%	0.674%	2,023,937	13,557	2024-06-30
UBS Asset Mgmt Americas Inc	0.731%	20.478%	2,008,448	341,375	2024-06-30
Citadel Advisors Llc	0.706%	201.209%	1,931,909	1,290,524	2023-09-30
Charles Schwab Investment Management Inc	0.706%	9.191%	1,931,118	162,556	2023-12-31
BMO Capital Markets Corp.	0.700%	949.018%	1,915,034	1,732,479	2023-12-31
Bank of Montreal	0.700%	949.018%	1,915,034	1,732,479	2023-12-31
Macquarie Group Ltd	0.632%	1.916%	1,729,511	32,508	2024-03-31
Goldman Sachs Group Inc	0.568%	-15.094%	1,499,089	-266,505	2022-12-31
Brookfield Corp	0.532%	18.860%	1,407,029	223,260	2023-03-31
Aegon Asset Management UK PLC	0.499%	-11.180%	1,308,012	-164,649	2022-09-30
Millennium Management LLC	0.462%	-50.267%	1,212,581	-1,225,608	2022-09-30
Empower Advisory Group LLC	0.455%	3.015%	1,202,998	35,212	2023-06-30
Brookfield Asset Management Inc	0.451%	5.219%	1,183,850	58,723	2022-06-30

Mutual Fund Ownership

iShares Core S&P Mid-Cap ETF is the biggest individual fund holder of Essential Utilities Inc (WTRG), owning a total of 7.9 million shares. Combined, the top 37 mutual fund holders of WTRG own 36.04% of the company with a total of 98.3 million shares.

In the latest ownership report on October 31st 2024, the top 37 fund holders increased their combined ownership of WTRG by 97 thousand shares. 3 funds bought 77,426 total additional shares and increased their ownership by an average of 0.90%. However 2 funds sold 174,508 total shares and decreased their ownership by an average of 4.79%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Essential Utilities decreased by a net total of -97,082 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	2.887%	0.054%	7,927,172	4,288	2024-10-31
SPDR® S&P Dividend ETF	1.082%	2.354%	2,970,913	68,318	2024-10-31
iShares Global Water ETF USD Dist	1.014%	0.000%	2,785,744	0	2024-10-31
KBI Water A GBP	0.664%	-6.119%	1,822,847	-118,808	2024-10-31
First Trust Water ETF	0.611%	0.288%	1,677,236	4,820	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.566%	-3.460%	1,553,960	-55,700	2024-10-31
Invesco Water Resources ETF	0.554%	0.000%	1,520,373	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	2.887%	0.054%	7,927,172	4,288	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.848%	0.068%	7,819,868	5,284	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.678%	1.866%	7,315,529	133,970	2023-03-31
Vanguard Small Cap Index	2.246%	-0.973%	6,167,394	-60,568	2024-09-30
Vanguard Small Cap Value Index Inv	1.520%	-0.076%	4,174,804	-3,170	2024-09-30
Pictet Water Segregated Accounts	1.510%	0.000%	4,145,858	4,145,858	2024-03-31
Pictet-Water I EUR	1.471%	-2.160%	4,039,360	-89,158	2024-07-31
Vanguard Institutional Extnd Mkt Idx Tr	1.360%	-2.449%	3,734,944	-93,760	2024-09-30
Nordea 1 - Global Climate & Envir BI EUR	1.345%	12.953%	3,694,028	423,605	2024-09-30
Vanguard Extended Market Index Investor	1.260%	0.217%	3,333,963	7,213	2023-08-31
SPDR® S&P Dividend ETF	1.082%	2.354%	2,970,913	68,318	2024-10-31
iShares Global Water ETF USD Dist	1.014%	0.000%	2,785,744	0	2024-10-31
Impax Water Strategy Composite	1.016%	-37.786%	2,686,555	-1,631,690	2023-01-31
T. Rowe Price Capital Appreciation	0.792%	-75.213%	2,167,757	-6,577,668	2024-08-31
JNL/T. Rowe Price Capital Appreciation A	0.740%	1.422%	2,024,817	28,396	2024-06-30
SPDR® S&P MIDCAP 400 ETF Trust	0.732%	0.088%	2,009,490	1,775	2024-09-30
KBI Water A GBP	0.664%	-6.119%	1,822,847	-118,808	2024-10-31
First Trust Water ETF	0.611%	0.288%	1,677,236	4,820	2024-10-31
Amundi - KBI Aqua ISR C	0.601%	0.196%	1,649,474	3,233	2024-09-30
Vanguard Utilities ETF	0.597%	-0.298%	1,638,269	-4,889	2024-09-30
Tandem Large Cap Core WRAP	0.592%	1.139%	1,626,650	18,314	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.566%	-3.460%	1,553,960	-55,700	2024-10-31
DNP Select Income	0.564%	0.000%	1,548,410	0	2024-07-31
Invesco Water Resources ETF	0.554%	0.000%	1,520,373	0	2024-10-31
Franklin Utilities Fund A1	0.567%	0.000%	1,500,000	0	2023-08-31
Franklin Utilities A1	0.549%	0.000%	1,500,000	0	2023-09-30
iShares S&P Mid-Cap 400 Growth ETF	0.549%	0.000%	1,499,424	0	2023-11-30
Fidelity Mid-Cap Stock	0.544%	0.000%	1,486,457	0	2024-02-29
Fidelity Extended Market Index	0.534%	-3.012%	1,466,146	-45,529	2024-09-30
Vanguard Dividend Appreciation ETF	0.531%	0.516%	1,452,179	7,455	2024-02-29
BNP Paribas Aqua C C	0.533%	-37.011%	1,408,756	-827,761	2023-01-31
KBI Water A EUR	0.528%	5.790%	1,383,978	75,749	2023-01-31
KBI Glb Sust Infras D EUR Acc	0.506%	0.000%	1,383,501	0	2024-01-31
Invesco S&P Global Water ETF	0.506%	0.000%	1,337,372	0	2023-09-28
Fidelity® Extended Market Index	0.482%	1.308%	1,315,899	16,993	2023-11-30
BNP Paribas Aqua I	0.484%	-38.621%	1,278,300	-804,318	2023-01-31
State St S&P Midcap® Indx SL Cl II	0.481%	1.008%	1,272,178	12,700	2023-05-31