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WTRG

Essential Utilities, Inc.
$39.38 +1.35 (+3.55%) At close · Jul 2
Market Cap
$11.17B
Shares
283,632,983

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 692
Total Value: $8,064,123,772
Total Shares: 200,252,469
Showing 1–100 of 696 holdings by value · page 1 of 7

Institutional Ownership Trend

26 quarters

Superinvestors Holding WTRG

All superinvestors →
Joel Greenblatt $36,788,134 Ray Dalio $3,019,162 Mario Gabelli $2,381,044

Holder Concentration

Across 693 13F filers
Top Holder
15.8%
Jun 2023 → Mar 2026 · range 14.4% – 16.2%
of institutional value
Top 5
34.6%
Jun 2023 → Mar 2026 · range 34.6% – 52.9%
of institutional value
Top 10
44.6%
Jun 2023 → Mar 2026 · range 44.6% – 62.8%
of institutional value
HHI
410
Jun 2023 → Mar 2026 · range 410 – 690
Broadly held
Showing 100 of 696
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $1,271,299,931 15.76% 31,569,405
Mega VANGUARD CAPITAL MANAGEMENT LLC $509,885,813 6.32% 12,661,679
Mega STATE STREET CORP $500,615,780 6.21% 12,431,482
Mega NORDEA INVESTMENT MANAGEMENT AB $301,479,582 3.74% 7,486,456
Mega GEODE CAPITAL MANAGEMENT, LLC $210,372,211 2.61% 5,224,043
Mega Amundi $182,807,797 2.27% 4,539,553
Mega Invesco Ltd. $171,938,317 2.13% 4,269,638
Mega MILLENNIUM MANAGEMENT LLC $163,596,150 2.03% 4,062,482
Large Pictet Asset Management Holding SA $145,191,511 1.80% 3,605,451
Mega Legal & General Group Plc $137,274,307 1.70% 3,408,848
Large Qube Research & Technologies Ltd $132,032,604 1.64% 3,278,684
Mega MORGAN STANLEY $129,631,095 1.61% 3,219,049
Mega NORTHERN TRUST CORP Bank $128,938,376 1.60% 3,201,847
Mid AQR Arbitrage LLC $126,335,809 1.57% 3,137,219
Large Balyasny Asset Management L.P. $124,378,928 1.54% 3,088,625
Mid ANTIPODES PARTNERS Ltd $121,567,680 1.51% 3,018,815
Mega DIMENSIONAL FUND ADVISORS LP $116,037,601 1.44% 2,881,490
Mega GOLDMAN SACHS GROUP INC $114,337,724 1.42% 2,839,278
Mega Bank of New York Mellon Corp Bank $101,603,782 1.26% 2,523,064
Large Boston Trust Walden Corp $99,927,910 1.24% 2,481,448
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $94,779,673 1.18% 2,353,605
Mega JANE STREET GROUP, LLC $93,037,752 1.15% 2,310,349
Mega JPMORGAN CHASE & CO $88,270,989 1.09% 2,191,979
Mid DUFF & PHELPS INVESTMENT MANAGEMENT CO $88,142,331 1.09% 2,188,784
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $79,969,414 0.99% 1,985,831
Mega FIL Ltd $78,638,531 0.98% 1,952,782
Mega FIRST TRUST ADVISORS LP $76,980,574 0.95% 1,911,611
Large Empower Advisory Group, LLC $72,833,892 0.90% 1,808,639
Mega VANGUARD FIDUCIARY TRUST CO Bank $70,912,771 0.88% 1,760,933
Large Assenagon Asset Management S.A. $70,258,223 0.87% 1,744,679
Mega PRICE T ROWE ASSOCIATES INC /MD/ $61,732,902 0.77% 1,532,975
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $59,943,626 0.74% 1,488,543
Mega BANK OF AMERICA CORP /DE/ Bank $59,343,158 0.74% 1,473,632
Large TUDOR INVESTMENT CORP ET AL $55,809,991 0.69% 1,385,895
Mega FRANKLIN RESOURCES INC $55,041,717 0.68% 1,366,817
Large Ensign Peak Advisors, Inc $54,248,280 0.67% 1,347,114
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $51,626,462 0.64% 1,282,008
Mid Magnetar Financial LLC $48,472,394 0.60% 1,203,685
Large Epoch Investment Partners, Inc. $47,918,480 0.59% 1,189,930
Mega AQR CAPITAL MANAGEMENT LLC $46,608,413 0.58% 1,157,398
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $43,658,191 0.54% 1,084,137
Mega UBS Group AG $43,360,802 0.54% 1,076,752
Large Gotham Asset Management, LLC $36,788,134 0.46% 913,537
Mega ALLIANCEBERNSTEIN L.P. $36,564,757 0.45% 907,990
Mega CITIGROUP INC $35,426,242 0.44% 879,718
Mega Nuveen, LLC $34,436,286 0.43% 855,135
Mega RHUMBLINE ADVISERS $33,399,414 0.41% 829,387
Large GW&K Investment Management, LLC $32,183,421 0.40% 799,191
Large JONES FINANCIAL COMPANIES LLLP $30,870,458 0.38% 766,587
Large Grantham, Mayo, Van Otterloo & Co. LLC $30,154,739 0.37% 748,814
Mega FMR LLC $29,194,619 0.36% 724,972
Large Allianz Asset Management GmbH $28,332,763 0.35% 703,570
Large Squarepoint Ops LLC $27,846,423 0.35% 691,493
Large ProShare Advisors LLC $27,615,434 0.34% 685,757
Mega PRINCIPAL FINANCIAL GROUP INC $25,426,196 0.32% 631,393
Mid KAMES CAPITAL plc $25,069,202 0.31% 622,528
Mega WELLS FARGO & COMPANY/MN $24,765,243 0.31% 614,980
Mega California Public Employees Retirement System Pension $24,516,255 0.30% 608,797
Large GABELLI FUNDS LLC $23,660,638 0.29% 587,550
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $22,865,265 0.28% 567,799
Mega Swiss National Bank Bank $22,567,308 0.28% 560,400
Mega D. E. Shaw & Co., Inc. $22,492,768 0.28% 558,549
Large CAPITOLIS LIQUID GLOBAL MARKETS LLC $22,229,040 0.28% 552,000
Large LMR Partners LLP $21,790,902 0.27% 541,120
Mega WELLINGTON MANAGEMENT GROUP LLP $20,601,527 0.26% 511,585
Large COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $20,263,139 0.25% 503,182
Mid Energy Income Partners, LLC $20,068,554 0.25% 498,350
Large TORONTO DOMINION BANK Bank $18,216,052 0.23% 452,348
Mega ROYAL BANK OF CANADA Bank $16,923,908 0.21% 420,261
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $16,766,776 0.21% 416,359
Mid FLPUTNAM INVESTMENT MANAGEMENT CO $16,544,204 0.21% 410,832
Small JOHN G ULLMAN & ASSOCIATES INC $16,250,918 0.20% 403,549
Large CANADA LIFE ASSURANCE Co Insurance $16,147,706 0.20% 400,986
Mid MIROVA $15,815,076 0.20% 392,726
Large Eurizon Capital SGR S.p.A. $14,961,513 0.19% 371,530
Small Kintayl Capital LP $14,458,258 0.18% 359,033
Large DekaBank Deutsche Girozentrale Bank $14,248,974 0.18% 353,836
Large Retirement Systems of Alabama Pension $13,970,226 0.17% 346,914
Mega LPL Financial LLC $13,670,779 0.17% 339,478
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $13,552,183 0.17% 336,533
Mega RAYMOND JAMES FINANCIAL INC $12,442,542 0.15% 308,978
Mega AMERIPRISE FINANCIAL INC $12,264,067 0.15% 304,546
Large NATIXIS ADVISORS, LLC $12,246,872 0.15% 304,119
Mid CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $12,145,794 0.15% 301,609
Mid Magellan Asset Management Ltd $11,910,013 0.15% 295,754
Mid Susquehanna Portfolio Strategies, LLC $11,849,608 0.15% 294,254
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $11,588,820 0.14% 287,778
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $11,071,390 0.14% 274,929
Mid Maryland State Retirement & Pension System Pension $10,794,212 0.13% 268,046
Large STIFEL FINANCIAL CORP $10,425,820 0.13% 258,898
Mega DEUTSCHE BANK AG\ Bank $10,294,901 0.13% 255,647
Mega VANGUARD ASSET MANAGEMENT, Ltd $10,235,305 0.13% 254,167
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $10,208,082 0.13% 253,491
Large Cetera Investment Advisers $10,030,854 0.12% 249,090
Mega BARCLAYS PLC $9,519,182 0.12% 236,384
Small AdvisorNet Financial, Inc $9,368,896 0.12% 232,652
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $9,157,398 0.11% 227,400
Mid Meiji Yasuda Asset Management Co Ltd. $8,991,002 0.11% 223,268
Mid Virtu Financial LLC $8,986,250 0.11% 223,150
Large NOMURA ASSET MANAGEMENT CO LTD $8,793,518 0.11% 218,364
Key facts CIK 78128 CUSIP 29670G102 13F (30d) 30 filings 10 filers Visit website Investor relations

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