Essential Utilities Ownership | Who Owns Essential Utilities?

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Essential Utilities Ownership Summary

Essential Utilities is owned by 78.38% institutional investors, 0.19% insiders, and 21.43% retail investors. Blackrock is the largest institutional shareholder, holding 11.28% of WTRG shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.89% of its assets in Essential Utilities shares.

WTRG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Essential Utilities	78.38%	0.19%	21.43%
Sector	Utilities Stocks	58.32%	6.53%	35.15%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	30.83M	11.28%	$1.15B
Vanguard group	27.82M	10.18%	$1.04B
Canada pension plan investment board	21.66M	7.92%	$808.61M
T. rowe price investment management	14.35M	5.25%	$535.51M
State street	12.78M	4.68%	$477.17M
Amundi	7.48M	2.74%	$278.30M
Nordea investment management ab	5.04M	1.84%	$188.62M
Pictet asset management sa	4.86M	1.78%	$181.24M
Geode capital management	4.22M	1.54%	$157.39M
Invesco	4.20M	1.54%	$156.96M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Tandem investment advisors	2.02M	3.01%	$75.55M
Costello asset management	101.89K	2.84%	$3.80M
Wills financial group	159.78K	2.75%	$5.96M
Weaver c. barksdale & associates	52.69K	1.87%	$1.97M
Coston, mcisaac & partners	103.78K	1.22%	$3.87M
Blossom wealth management	14.31K	1.16%	$534.37K
Duff & phelps investment management	2.43M	1.16%	$90.72M
Hamilton point investment advisors	130.01K	0.92%	$4.85M
First national bank & trust co of newtown	118.10K	0.90%	$4.41M
Atom investors lp	231.00K	0.86%	$8.62M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	2.12M	0.01%	2.12M
Nordea investment management ab	5.04M	0.22%	1.61M
First trust advisors lp	3.17M	0.12%	1.43M
Allianz asset management gmbh	827.77K	0.05%	786.03K
Boston trust walden	903.37K	0.25%	702.76K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	3.34M	0.01%	-1.08M
Millennium management	-	-	-919.76K
Amundi	7.48M	0.11%	-600.31K
State street	12.78M	0.02%	-537.14K
Bank of montreal /can/	625.21K	0.01%	-534.38K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	2.12M	0.01%	2.12M	$79.27M
Corebridge financial	318.30K	0.07%	318.30K	$11.88M
Deprince race & zollo	139.85K	0.12%	139.85K	$5.22M
John g ullman & associates	95.70K	0.55%	95.70K	$3.57M
Northwest & ethical investments	72.90K	0.08%	72.90K	$2.72M

Sold Out

Holder	Change
Innealta capital	-17.00
Annis gardner whiting capital advisors	-20.00
Tucker asset management	-21.00
Avion wealth	-28.00
Arlington trust	-30.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	592	0.34%	214,261,389	1.39%	78	1.31%	272	-1.09%	212	8.16%
Mar 31, 2024	590	-4.99%	211,323,300	3.53%	77	1.32%	275	-15.38%	196	-0.51%
Dec 31, 2023	621	7.44%	204,115,503	3.99%	76	1.41%	325	25.97%	197	-4.37%
Sep 30, 2023	578	-6.92%	196,281,372	3.05%	73	1.42%	258	4.88%	206	-5.94%
Jun 30, 2023	621	-4.17%	190,477,159	0.14%	72	1.39%	246	-11.19%	219	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	7.93M	2.89%	4.29K
Vanguard Total Stock Mkt Idx Inv	7.80M	2.84%	-15.66K
Vanguard Small Cap Index	6.18M	2.25%	12.10K
Vanguard Small Cap Value Index Inv	4.17M	1.52%	-1.44K
Pictet Water Segregated Accounts	4.15M	1.51%	4.15M
Pictet-Water I EUR	4.04M	1.48%	-89.16K
Vanguard Institutional Extnd Mkt Idx Tr	3.73M	1.36%	-93.76K
Nordea 1 - Global Climate & Envir BI EUR	3.69M	1.35%	423.61K
SPDR® S&P Dividend ETF	2.90M	1.06%	-
iShares Global Water ETF USD Dist	2.79M	1.01%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 01, 2024	RUBIN ROBERT A	Chief Accounting Officer	Sell	$87.66K
May 01, 2024	RUBIN ROBERT A	Chief Accounting Officer	Sell	$73.96K
May 01, 2024	RUBIN ROBERT A	Chief Accounting Officer	Sell	$73.96K
Apr 01, 2024	RUBIN ROBERT A	Chief Accounting Officer	Sell	$207.07K
Mar 11, 2024	RUBIN ROBERT A	Chief Accounting Officer	Sell	$127.84K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	1
2024 Q2	-	3
2024 Q1	1	2
2023 Q4	-	-
2023 Q2	-	1

WTRG Ownership FAQ

Who owns the most shares of Essential Utilities?

Essential Utilities’s largest shareholders are Blackrock (30.83M shares, 11.28%), Vanguard group (27.82M shares, 10.18%), and Canada pension plan investment board (21.66M shares, 7.92%). Together, they hold 29.38% 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 3.01% of its assets in 2.02M Essential Utilities shares, valued at 75.55M$.

Who is the top mutual fund holder of Essential Utilities shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Essential Utilities shares, with 2.89% of its total shares outstanding invested in 7.93M Essential Utilities shares.

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