WTRG · Essential Utilities, Inc. · Shareholders & Ownership
$44.65
-0.30 (-0.67%)
At close · Nov 12
Return incl. dividend (before tax)
Play latest call
Q3 2026 earnings call transcript
Market Cap
$12.79B
Shares
286.38M
Volume · Nov 12
2.3M
Avg daily vol (3M)
2.4M
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Every disclosed holder of WTRG in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns WTRG
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 220,201,476 | 76.89% |
| Insiders (Forms 3, 4, 5) | 747,153 | 0.26% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 65,427,409 | 22.85% |
| Registered funds (N-PORT, not summed) | 86,314,864 | 30.14% |
Shares outstanding: 286,376,038, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of WTRG
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
33,433,285 | ||
| 1.1 |
iShares Core S&P Mid-Cap ETF
Fund
S000004307 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
9,706,562 | ||
| 1.2 |
iShares S&P Mid-Cap 400 Value ETF
Fund
S000004309 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,420,890 | ||
| 1.3 |
iShares Russell Mid-Cap ETF
Fund
S000004338 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,162,888 | ||
| 1.4 |
iShares Core Dividend Growth ETF
Fund
S000045648 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
979,059 | ||
| 1.5 |
iShares Core High Dividend ETF
Fund
S000031844 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
710,397 | ||
| 2 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,340,786 | ||
| 3 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,782,196 | ||
| 4 |
STATE STREET CORP
13F
CIK 93751 · Bank · Sep 30, 2026
|
12,659,147 | ||
| 4.1 |
State Street(R) SPDR(R) S&P(R) Dividend ETF
Fund
S000006981 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
2,989,365 | ||
| 4.2 |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
Fund
S000006986 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
1,435,692 | ||
| 4.3 |
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF
Fund
S000006988 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
435,590 | ||
| 4.4 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
98,439 | ||
| 4.5 |
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF
Fund
S000051787 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
59,783 | ||
| 5 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
9,003,658 | ||
| 6 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
6,503,935 | ||
| 7 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,489,675 | ||
| 8 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Sep 30, 2026
|
5,163,733 | ||
| 9 |
Amundi
13F
CIK 1330387 · Holding company · Sep 30, 2026
|
4,217,137 | ||
| 9.1 |
KBI GLOBAL INVESTORS AQUARIUS FUND
Fund
S000063187 · Registered fund · Jul 31, 2026
ADVISORS' INNER CIRCLE III, not summed
|
37,691 | ||
| 10 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,153,002 | ||
| 11 |
VANGUARD SMALL-CAP VALUE INDEX FUND
Fund
S000002847 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
4,120,544 | ||
| 12 |
AQR Arbitrage LLC
13F
CIK 1167456 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,858,057 | ||
| 13 |
Legal & General Group Plc
13F
CIK 764068 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,504,219 | ||
| 14 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,398,595 | ||
| 14.1 |
Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Fund
S000075322 · Registered fund · Aug 31, 2026
Goldman Sachs ETF Trust II, not summed
|
8,867 | ||
| 14.2 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
7,296 | ||
| 14.3 |
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
Fund
S000083006 · Registered fund · Aug 31, 2026
Goldman Sachs ETF Trust, not summed
|
3,159 | ||
| 15 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,299,746 | ||
| 15.1 |
FlexShares Morningstar Global Upstream Natural Resources Index Fund
Fund
S000033315 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
992,018 | ||
| 15.2 |
Mid Cap Index Fund
Fund
S000001273 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
184,337 | ||
| 15.3 |
FlexShares STOXX Global Broad Infrastructure Index Fund
Fund
S000042071 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
108,678 | ||
| 15.4 |
Multi-Manager Global Listed Infrastructure Fund
Fund
S000037667 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
26,117 | ||
| 15.5 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
12,956 | ||
| 16 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,276,730 | ||
| 16.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
331 | ||
| 17 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
3,252,789 | ||
| 18 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Sep 30, 2026
|
3,252,341 | ||
| 18.1 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
545,059 | ||
| 18.2 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
478,146 | ||
| 18.3 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
301,243 | ||
| 18.4 |
U.S. CORE EQUITY 1 PORTFOLIO
Fund
S000000979 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
219,673 | ||
| 18.5 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
205,936 | ||
| 19 |
Assenagon Asset Management S.A.
13F
CIK 1546007 · Unknown · Sep 30, 2026
|
3,233,682 | ||
| 20 |
Balyasny Asset Management L.P.
13F
CIK 1218710 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,229,542 | ||
| 21 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Sep 30, 2026
|
3,068,994 | ||
| 22 |
NORDEA INVESTMENT MANAGEMENT AB
13F
CIK 1218210 · Non-US institution · Sep 30, 2026
|
3,067,808 | ||
| 23 |
ANTIPODES PARTNERS Ltd
13F
CIK 1652442 · Registered investment adviser · Sep 30, 2026
|
2,496,405 | ||
| 24 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Sep 30, 2026
|
2,379,529 | ||
| 24.1 |
BNY Mellon US Mid Cap Core Equity ETF
Fund
S000067261 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
44,543 | ||
| 25 |
Boston Trust Walden Corp
13F
CIK 1534866 · Unknown · Sep 30, 2026
|
2,301,599 | ||
| 26 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Sep 30, 2026
|
2,298,016 | ||
| 26.1 |
Invesco S&P Global Water Index ETF
Fund
S000060819 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
1,506,959 | ||
| 26.2 |
Invesco S&P MidCap Low Volatility ETF
Fund
S000030966 · Registered fund · Aug 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
225,141 | ||
| 26.3 |
Invesco RAFI US 1000 ETF
Fund
S000011995 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
60,285 | ||
| 26.4 |
Invesco Russell 1000 Equal Weight ETF
Fund
S000047524 · Registered fund · Aug 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
44,440 | ||
| 26.5 |
Invesco S&P Midcap 400 QVM Multi-Factor ETF
Fund
S000072319 · Registered fund · Aug 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
37,144 | ||
| 27 |
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
13F
CIK 921739 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,243,125 | ||
| 27.1 |
Nomura Global Listed Real Assets Fund
Fund
S000003937 · Registered fund · Jul 31, 2026
Delaware Pooled Trust, not summed
|
16,688 | ||
| 27.2 |
Nomura Global Listed Infrastructure ETF
Fund
S000082262 · Registered fund · Jun 30, 2026
Nomura ETF Trust, not summed
|
5,896 | ||
| 28 |
State Street SPDR S&P MidCap 400SM ETF Trust
Fund
· Registered fund · Jun 30, 2026
SPDR S&P MIDCAP 400 ETF TRUST, not summed
|
2,182,297 | ||
| 29 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,086,569 | ||
| 30 |
CITIGROUP INC
13F
CIK 831001 · Bank · Sep 30, 2026
|
2,086,484 | ||
| 31 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Sep 30, 2026
|
2,067,508 | ||
| 31.1 |
First Trust Value Line Dividend Index Fund
Fund
S000013817 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund, not summed
|
854,494 | ||
| 31.2 |
First Trust Utilities AlphaDEX Fund
Fund
S000017704 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
735,665 | ||
| 31.3 |
First Trust Morningstar Dividend Leaders Index Fund
Fund
S000010976 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund, not summed
|
498,017 | ||
| 32 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,992,288 | ||
| 32.1 |
Schwab U.S. Mid-Cap ETF
Fund
S000026635 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
784,573 | ||
| 32.2 |
Schwab U.S. Large-Cap ETF
Fund
S000026632 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
295,489 | ||
| 32.3 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
172,168 | ||
| 32.4 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
167,933 | ||
| 32.5 |
Schwab Fundamental U.S. Large Company ETF
Fund
S000040877 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
146,878 | ||
| 33 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO
13F
CIK 765443 · Registered investment adviser · Sep 30, 2026
|
1,989,375 | ||
| 34 |
FIL Ltd
13F
CIK 318989 · Non-US institution · Sep 30, 2026
|
1,901,501 | ||
| 35 |
Empower Advisory Group, LLC
13F
CIK 1978885 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,871,675 | ||
| 36 |
VANGUARD UTILITIES INDEX FUND
Fund
S000004445 · Registered fund · Aug 31, 2026
VANGUARD WORLD FUND, not summed
|
1,856,489 | ||
| 37 |
Pictet Asset Management Holding SA
13F
CIK 1993888 · Unknown · Sep 30, 2026
|
1,827,223 | ||
| 38 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,794,358 | ||
| 39 |
NEXPOINT ASSET MANAGEMENT, L.P.
13F
CIK 1469877 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,780,349 | ||
| 39.1 |
Nexpoint Merger Arbitrage Fund
Fund
S000054634 · Registered fund · Jun 30, 2026
NexPoint Funds I, not summed
|
1,733,287 | ||
| 40 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,776,094 | ||
| 41 |
Qube Research & Technologies Ltd
13F
CIK 1729829 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,774,130 | ||
| 42 |
LMR Partners LLP
13F
CIK 1578621 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,628,583 | ||
| 43 |
VANGUARD DIVIDEND APPRECIATION INDEX FUND
Fund
S000011322 · Registered fund · Jul 31, 2026
VANGUARD SPECIALIZED FUNDS, not summed
|
1,604,755 | ||
| 44 |
DNP Select Income Fund Inc
Fund
· Registered fund · Jul 31, 2026
DNP Select Income Fund Inc, not summed
|
1,548,410 | ||
| 45 |
UBS Group AG
13F
CIK 1610520 · Bank · Sep 30, 2026
|
1,499,804 | ||
| 46 |
Gotham Asset Management, LLC
13F
CIK 1510387 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,443,959 | ||
| 47 |
Epoch Investment Partners, Inc.
13F
CIK 1305841 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,282,362 | ||
| 48 |
ALLIANCEBERNSTEIN L.P.
13F
CIK 1109448 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,268,732 | ||
| 48.1 |
AB All Market Total Return Portfolio
Fund
S000010512 · Registered fund · Jun 30, 2026
AB PORTFOLIOS, not summed
|
15,923 | ||
| 49 |
Magnetar Financial LLC
13F
CIK 1352851 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,258,246 | ||
| 50 |
SG Americas Securities, LLC
13F
CIK 1313360 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,247,728 |
53 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 861 holders
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Key facts
CIK
78128
CUSIP
29670G102
13F (30d)
503 filings
453 filers
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