Essential Utilities Ownership | Who Owns Essential Utilities?

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Essential Utilities Ownership Summary

Essential Utilities is owned by 75.81% institutional investors, 0.19% insiders, and 24.00% retail investors. Blackrock is the largest institutional shareholder, holding 11.28% of WTRG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.13% of its assets in Essential Utilities shares.

WTRG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Essential Utilities	75.81%	0.19%	24.00%
Sector	Utilities Stocks	61.10%	5.42%	33.48%

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	6.81M	2.49%	$247.13M
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	2.03M	2.79%	$73.61M
Wills financial group	159.78K	2.75%	$5.96M
Costello asset management	94.20K	2.26%	$3.42M
Weaver c. barksdale & associates	52.69K	1.87%	$1.97M
Duff & phelps investment management	2.43M	1.16%	$90.72M
Blossom wealth management	15.85K	1.11%	$575.66K
Coston, mcisaac & partners	99.83K	1.07%	$3.62M
Atom investors lp	231.00K	0.86%	$8.62M
Hamilton point investment advisors	131.27K	0.84%	$4.77M
First national bank & trust co of newtown	108.39K	0.82%	$3.94M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	2.12M	0.01%	2.12M
First trust advisors lp	3.17M	0.12%	1.43M
Nordea investment management ab	6.81M	0.26%	972.80K
Allianz asset management gmbh	1.94M	0.09%	656.14K
T. rowe price investment management	14.35M	0.34%	493.73K

Top Sellers

Holder	Shares	% Assets	Change
Pathway financial advisers	33.49K	0.41%	-1.22M
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

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 %
Sep 30, 2024	620	3.68%	207,739,459	-3.20%	75	1.23%	298	7.97%	200	-6.10%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	8.61M	3.13%	869.73K
iShares Core S&P Mid-Cap ETF	8.24M	3.00%	1.34K
Vanguard Small Cap Index	6.99M	2.55%	776.61K
Pictet-Water I EUR	5.74M	2.09%	1.49M
Vanguard Small Cap Value Index Inv	4.64M	1.69%	442.06K
Pictet Water Segregated Accounts	4.15M	1.51%	4.15M
Vanguard Institutional Extnd Mkt Idx Tr	3.82M	1.39%	67.63K
Nordea 1 - Global Climate & Envir BI EUR	3.51M	1.28%	-29.47K
SPDR® S&P Dividend ETF	2.94M	1.07%	-
iShares Global Water ETF USD Dist	2.80M	1.02%	-

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 2.79% of its assets in 2.03M Essential Utilities shares, valued at 73.61M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Essential Utilities shares, with 3.13% of its total shares outstanding invested in 8.61M Essential Utilities shares.

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