WTRG Institutional Ownership & Shareholders
ESSENTIAL UTILITIES INC (WTRG) is currently held by 694 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.40B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of WTRG tracked by InsiderSet, reporting ownership valued at approximately $1.28B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.49B, representing an estimated gain of +16.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed WTRG value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, State Street Corp, and several other long-term asset managers with concentrated positions in ESSENTIAL UTILITIES INC (WTRG).
This page ranks the largest institutional WTRG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
694
Total Reported Value
$8.40B
Largest Holder
Blackrock, Inc.
Largest Position
$1.28B
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.02% | 33,433,285 | $1,280,829,137 | $1,485,775,185 | +$204,946,048 | +16.00% | |
| Vanguard Portfolio Management Llc | 0.03% | 16,340,786 | $626,015,512 | $726,184,530 | +$100,169,018 | +16.00% | |
| State Street Corp | 0.01% | 13,119,170 | $502,595,403 | $583,015,915 | +$80,420,512 | +16.00% | |
| Vanguard Capital Management Llc | 0.01% | 12,782,196 | $489,685,929 | $568,040,790 | +$78,354,861 | +16.00% | |
| Norges Bank | 0.02% | 6,489,675 | $248,619,449 | $288,401,157 | +$39,781,708 | +16.00% | |
| Geode Capital Management, Llc | 0.01% | 5,279,933 | $202,325,628 | $234,640,223 | +$32,314,595 | +15.97% | |
| Nordea Investment Management Ab | 0.16% | 5,119,221 | $196,987,624 | $227,498,181 | +$30,510,557 | +15.49% | |
| Millennium Management Llc | 0.11% | 4,153,002 | $159,101,507 | $184,559,409 | +$25,457,902 | +16.00% | |
| Aqr Arbitrage Llc | 2.10% | 3,858,057 | $147,802,164 | $171,452,053 | +$23,649,889 | +16.00% | |
| Legal & General Group Plc | 0.03% | 3,504,219 | $134,246,629 | $155,727,492 | +$21,480,863 | +16.00% | |
| Goldman Sachs Group Inc | 0.01% | 3,398,595 | $130,200,155 | $151,033,562 | +$20,833,407 | +16.00% | |
| Assenagon Asset Management S.A. | 0.13% | 3,233,682 | $126,727,998 | $143,704,828 | +$16,976,830 | +13.40% | |
| Northern Trust Corp | 0.01% | 3,299,746 | $126,413,269 | $146,640,712 | +$20,227,443 | +16.00% | |
| Morgan Stanley | 0.01% | 3,276,730 | $125,531,613 | $145,617,881 | +$20,086,268 | +16.00% | |
| Antipodes Partners Ltd | 2.29% | 3,266,286 | $125,131,417 | $145,153,750 | +$20,022,333 | +16.00% | |
| Balyasny Asset Management L.P. | 0.23% | 3,229,542 | $123,723,754 | $143,520,846 | +$19,797,092 | +16.00% | |
| Dimensional Fund Advisors Lp | 0.02% | 3,006,373 | $115,175,766 | $133,603,216 | +$18,427,450 | +16.00% | |
| Jpmorgan Chase & Co | 0.01% | 2,753,727 | $106,333,358 | $122,375,628 | +$16,042,270 | +15.09% | |
| Bank Of New York Mellon Corp | 0.02% | 2,413,662 | $92,467,397 | $107,263,139 | +$14,795,742 | +16.00% | |
| Invesco Ltd. | 0.01% | 2,401,088 | $91,985,682 | $106,704,351 | +$14,718,669 | +16.00% | |
| Boston Trust Walden Corp | 0.73% | 2,301,599 | $90,199,665 | $102,283,060 | +$12,083,395 | +13.40% | |
| Nomura Asset Management International Inc. | 0.13% | 2,243,125 | $85,934,000 | $99,684,475 | +$13,750,475 | +16.00% | |
| First Trust Advisors Lp | 0.05% | 2,092,331 | $80,157,198 | $92,983,190 | +$12,825,992 | +16.00% | |
| Arrowstreet Capital, Limited Partnership | 0.04% | 2,086,569 | $79,936,458 | $92,727,126 | +$12,790,668 | +16.00% | |
| Duff & Phelps Investment Management Co | 0.74% | 2,054,683 | $78,714,906 | $91,310,113 | +$12,595,207 | +16.00% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,992,288 | $76,324,553 | $88,537,279 | +$12,212,726 | +16.00% | |
| Fil Ltd | 0.05% | 1,950,669 | $74,730,129 | $86,687,730 | +$11,957,601 | +16.00% | |
| Empower Advisory Group, Llc | 0.17% | 1,871,675 | $71,703,880 | $83,177,237 | +$11,473,357 | +16.00% | |
| Pictet Asset Management Holding Sa | 0.07% | 1,827,223 | $71,609,152 | $81,201,790 | +$9,592,638 | +13.40% | |
| Vanguard Fiduciary Trust Co | 0.02% | 1,794,358 | $68,741,855 | $79,741,270 | +$10,999,415 | +16.00% | |
| Nexpoint Asset Management, L.P. | 4.56% | 1,780,349 | $68,205,170 | $79,118,710 | +$10,913,540 | +16.00% | |
| Aqr Capital Management Llc | 0.02% | 1,776,094 | $68,042,162 | $78,929,617 | +$10,887,455 | +16.00% | |
| Qube Research & Technologies Ltd | 0.08% | 1,774,130 | $67,966,920 | $78,842,337 | +$10,875,417 | +16.00% | |
| Lmr Partners Llp | 0.46% | 1,628,583 | $62,391,014 | $72,374,229 | +$9,983,215 | +16.00% | |
| Ubs Group Ag | 0.01% | 1,525,066 | $58,425,278 | $67,773,933 | +$9,348,655 | +16.00% | |
| Citigroup Inc | 0.03% | 1,503,622 | $57,603,758 | $66,820,962 | +$9,217,204 | +16.00% | |
| Gotham Asset Management, Llc | 0.13% | 1,443,959 | $55,318,069 | $64,169,538 | +$8,851,469 | +16.00% | |
| Ensign Peak Advisors, Inc | 0.10% | 1,347,114 | $54,248,281 | $59,865,746 | +$5,617,465 | +10.36% | |
| Alliancebernstein L.P. | 0.02% | 1,268,732 | $51,091,838 | $56,382,450 | +$5,290,612 | +10.36% | |
| Epoch Investment Partners, Inc. | 0.28% | 1,282,362 | $49,127,288 | $56,988,167 | +$7,860,879 | +16.00% | |
| Magnetar Financial Llc | 0.44% | 1,258,246 | $48,203,405 | $55,916,452 | +$7,713,047 | +16.00% | |
| Sg Americas Securities, Llc | 0.03% | 1,247,728 | $47,800,000 | $55,449,032 | +$7,649,032 | +16.00% | |
| Jane Street Group, Llc | 0.03% | 1,234,270 | $47,284,884 | $54,850,959 | +$7,566,075 | +16.00% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 1,084,137 | $43,658,197 | $48,179,048 | +$4,520,851 | +10.36% | |
| Grantham, Mayo, Van Otterloo & Co. Llc | 0.08% | 980,246 | $37,553,224 | $43,562,132 | +$6,008,908 | +16.00% | |
| Fmr Llc | 0.00% | 968,932 | $37,119,764 | $43,059,338 | +$5,939,574 | +16.00% | |
| Bank Of America Corp | 0.00% | 899,973 | $34,477,963 | $39,994,800 | +$5,516,837 | +16.00% | |
| Rhumbline Advisers | 0.02% | 821,077 | $31,455,450 | $36,488,662 | +$5,033,212 | +16.00% | |
| Squarepoint Ops Llc | 0.06% | 810,036 | $31,032,479 | $35,998,000 | +$4,965,521 | +16.00% | |
| Gw&K Investment Management, Llc | 0.24% | 788,035 | $30,190,000 | $35,020,275 | +$4,830,275 | +16.00% |
Frequently asked questions about WTRG
Who are the largest institutional holders of WTRG?
The largest institutional holders of WTRG reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, State Street Corp, Vanguard Capital Management Llc, and Norges Bank. InsiderSet ranks institutional holders by their latest reported WTRG position.
What is WTRG institutional ownership?
This page tracks WTRG positions reported by institutional investment managers through SEC Form 13F. ESSENTIAL UTILITIES INC (WTRG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WTRG?
InsiderSet currently tracks 694 institutional managers reporting WTRG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WTRG shareholders.
How much WTRG stock do institutions own?
Institutional investment managers disclosed approximately $8.40B in WTRG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WTRG institutional ownership last updated?
The latest WTRG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WTRG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WTRG position after the reporting date.
Are institutions buying or selling WTRG?
Institutional buying and selling can be analyzed by comparing WTRG positions across consecutive 13F reporting periods. InsiderSet's WTRG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WTRG ownership changes.
How has WTRG institutional ownership changed over time?
InsiderSet tracks WTRG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.