Essential Utilities Inc (WTRG) Ownership

36.09 ↓0.48 (-1.31%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Essential Utilities Inc (WTRG), owning a total of 31 million shares. Combined, the top 34 institutional holders of WTRG own 65.97% of the company with a total of 180 million shares.

In the latest ownership report on December 31st 2023, the top 34 institutional holders increased their combined ownership of WTRG by 11 million shares. 14 institutions bought 13,521,588 total additional shares and increased their ownership by an average of 206.15%. However 5 institutions sold 2,567,369 total shares and decreased their ownership by an average of 12.04%.

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 10,954,219 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	11.336%	0.017%	31,005,294	5,380	2023-12-31
Vanguard Group Inc	10.234%	3.031%	27,992,080	823,495	2023-12-31
Canada Pension Plan Investment Board	7.920%	0.000%	21,661,095	0	2023-12-31
State Street Corporation	4.930%	1.711%	13,484,594	226,806	2023-12-31
Amundi	3.492%	14.464%	9,551,311	1,206,947	2023-12-31
Pictet Asset Manangement SA	2.098%	-6.359%	5,737,495	-389,643	2023-12-31
T. Rowe Price Investment Management,Inc.	1.507%	615.419%	4,120,718	3,544,731	2023-12-31
Geode Capital Management, LLC	1.435%	5.613%	3,924,015	208,544	2023-12-31
Amvescap Plc.	1.383%	-7.502%	3,783,658	-306,875	2023-12-31
Morgan Stanley - Brokerage Accounts	1.355%	67.438%	3,704,956	1,492,222	2023-12-31
Legal & General Group PLC	1.274%	19.363%	3,483,250	565,048	2023-12-31
Northern Trust Corp	1.220%	-1.447%	3,337,735	-48,998	2023-12-31
Duff & Phelps Inv Mgmt Co (IL)	1.122%	11.367%	3,069,377	313,277	2023-12-31
Bank of New York Mellon Corp	1.016%	5.706%	2,777,495	149,916	2023-12-31
NORGES BANK	0.952%	-39.792%	2,604,760	-1,721,516	2023-12-31
FMR Inc	0.708%	234.783%	1,935,989	1,357,708	2023-12-31
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
Tandem Investment Advisors Inc	0.683%	-5.102%	1,866,350	-100,337	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	11.336%	0.017%	31,005,294	5,380	2023-12-31
Vanguard Group Inc	10.234%	3.031%	27,992,080	823,495	2023-12-31
Canada Pension Plan Investment Board	7.920%	0.000%	21,661,095	0	2023-12-31
State Street Corporation	4.930%	1.711%	13,484,594	226,806	2023-12-31
Amundi	3.492%	14.464%	9,551,311	1,206,947	2023-12-31
Zimmer Partners LP	2.260%	194.693%	6,177,588	4,081,310	2023-09-30
Pictet Asset Manangement SA	2.098%	-6.359%	5,737,495	-389,643	2023-12-31
Impax Asset Management Group PLC	1.683%	-1.274%	4,449,350	-57,424	2022-12-31
T. Rowe Price Investment Management,Inc.	1.507%	615.419%	4,120,718	3,544,731	2023-12-31
Geode Capital Management, LLC	1.435%	5.613%	3,924,015	208,544	2023-12-31
Amvescap Plc.	1.383%	-7.502%	3,783,658	-306,875	2023-12-31
Morgan Stanley - Brokerage Accounts	1.355%	67.438%	3,704,956	1,492,222	2023-12-31
Legal & General Group PLC	1.274%	19.363%	3,483,250	565,048	2023-12-31
Northern Trust Corp	1.220%	-1.447%	3,337,735	-48,998	2023-12-31
Duff & Phelps Inv Mgmt Co (IL)	1.122%	11.367%	3,069,377	313,277	2023-12-31
Bank of New York Mellon Corp	1.016%	5.706%	2,777,495	149,916	2023-12-31
NORGES BANK	0.952%	-39.792%	2,604,760	-1,721,516	2023-12-31
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
Macquarie Group Ltd	0.795%	127.987%	2,171,254	1,218,896	2023-06-30
FMR Inc	0.708%	234.783%	1,935,989	1,357,708	2023-12-31
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
Tandem Investment Advisors Inc	0.683%	-5.102%	1,866,350	-100,337	2023-12-31
UBS Asset Mgmt Americas Inc	0.555%	8.600%	1,516,414	120,086	2023-09-30
Goldman Sachs Group Inc	0.568%	-15.094%	1,499,089	-266,505	2022-12-31
First Trust Advisors L.P.	0.525%	10.104%	1,432,808	131,483	2023-09-30
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

T. Rowe Price Capital Appreciation is the biggest individual fund holder of Essential Utilities Inc (WTRG), owning a total of 8.4 million shares. Combined, the top 34 mutual fund holders of WTRG own 35.14% of the company with a total of 95.6 million shares.

In the latest ownership report on March 31st 2024, the top 34 fund holders increased their combined ownership of WTRG by 8.6 million shares. 7 funds bought 8,793,423 total additional shares and increased their ownership by an average of 2.70%. However 3 funds sold 172,010 total shares and decreased their ownership by an average of 1.22%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Essential Utilities increased by a net total of 8,621,413 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price Capital Appreciation	3.084%	0.000%	8,434,742	8,434,742	2024-03-31
Vanguard Small Cap Index	2.293%	-1.045%	6,270,535	-66,224	2024-03-31
Vanguard Small Cap Value Index Inv	1.544%	-2.358%	4,222,456	-101,949	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.383%	1.932%	3,781,365	71,682	2024-03-31
SPDR® S&P Dividend ETF	1.302%	1.374%	3,561,399	48,285	2024-03-31
SPDR® S&P MIDCAP 400 ETF Trust	0.752%	2.415%	2,055,731	48,482	2024-03-31
Invesco Water Resources ETF	0.724%	0.000%	1,980,535	0	2024-03-31
KBI Water A GBP	0.704%	0.556%	1,926,687	10,649	2024-03-31
First Trust Water ETF	0.578%	0.000%	1,581,534	0	2024-03-31
Vanguard Utilities ETF	0.574%	-0.244%	1,569,141	-3,837	2024-03-31
Tandem Large Cap Core WRAP	0.559%	9.042%	1,530,082	126,883	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.559%	3.568%	1,529,860	52,700	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price Capital Appreciation	3.084%	0.000%	8,434,742	8,434,742	2024-03-31
iShares Core S&P Mid-Cap ETF	2.860%	-0.072%	7,822,293	-5,620	2024-03-28
Vanguard Total Stock Mkt Idx Inv	2.843%	-0.156%	7,775,944	-12,123	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.678%	1.866%	7,315,529	133,970	2023-03-31
Vanguard Small Cap Index	2.293%	-1.045%	6,270,535	-66,224	2024-03-31
Pictet-Water I EUR	1.733%	-8.299%	4,739,364	-428,925	2023-12-31
Vanguard Small Cap Value Index Inv	1.544%	-2.358%	4,222,456	-101,949	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.383%	1.932%	3,781,365	71,682	2024-03-31
SPDR® S&P Dividend ETF	1.302%	1.374%	3,561,399	48,285	2024-03-31
Vanguard Extended Market Index Investor	1.260%	0.217%	3,333,963	7,213	2023-08-31
Impax Water Strategy Composite	1.016%	-37.786%	2,686,555	-1,631,690	2023-01-31
SPDR® S&P MIDCAP 400 ETF Trust	0.752%	2.415%	2,055,731	48,482	2024-03-31
iShares Global Water ETF USD Dist	0.732%	0.000%	2,003,318	0	2024-03-29
Invesco Water Resources ETF	0.724%	0.000%	1,980,535	0	2024-03-31
KBI Water A GBP	0.704%	0.556%	1,926,687	10,649	2024-03-31
Amundi - KBI Aqua ISR C	0.621%	8.468%	1,698,906	132,634	2024-02-29
First Trust Water ETF	0.578%	0.000%	1,581,534	0	2024-03-31
Vanguard Utilities ETF	0.574%	-0.244%	1,569,141	-3,837	2024-03-31
DNP Select Income	0.566%	0.000%	1,548,410	0	2024-01-31
Tandem Large Cap Core WRAP	0.559%	9.042%	1,530,082	126,883	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.559%	3.568%	1,529,860	52,700	2024-03-31
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
Vanguard Dividend Appreciation ETF	0.531%	0.516%	1,452,179	7,455	2024-02-29
Fidelity Extended Market Index	0.517%	0.992%	1,413,636	13,882	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