Who Owns Essential Utilities, Inc. (WTRG)?Hedge Fund & Institutional Holders

$41.59+0.53 (+1.28%)UtilitiesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

Infinity%

QoQ Change in Holders

+8 / -2

Price History

$33.49$35.60$37.71$39.82$41.93Sep 24Jun 25Mar 26

WTRG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
NORDEA INVESTMENT MANAGEMENT ABNew Position+7.6M+$292.9B
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+2.9M+$112.8B
Boston Trust Walden CorpNew Position+2.6M+$98.2B
TORONTO DOMINION BANKIncreased+1.5M+$54.5B
AmundiIncreased+1.6M+$51.2B
Allianz Asset Management GmbHNew Position+1.3M+$49.0B
BANK OF AMERICA CORP /DE/Increased+486K+$49.0B
MILLENNIUM MANAGEMENT LLCIncreased+1.2M+$46.7B
Magnetar Financial LLCIncreased+1.2M+$45.3B
AQR Arbitrage LLCNew Position+949K+$36.4B
AEGON ASSET MANAGEMENT UK PLCNew Position+802K+$30.8B
CITIGROUP INCIncreased+800K+$29.0B
PRINCIPAL FINANCIAL GROUP INCNew Position+611K+$23.4B
Sumitomo Mitsui Trust Group, Inc.New Position+566K+$21.7B
Capitolis Liquid Global Markets LLCNew Position+552K+$21.0B

WTRG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CANADA PENSION PLAN INVESTMENT BOARDDecreased-11.6M-$463.3B
MACQUARIE GROUP LTDDecreased-3.4M-$134.9B
CITADEL ADVISORS LLCDecreased-1.1M-$47.0B
ProShare Advisors LLCDecreased-137K-$38.5B
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCDecreased-783K-$34.3B
AQR CAPITAL MANAGEMENT LLCDecreased-560K-$24.7B
JPMORGAN CHASE & CODecreased-334K-$22.5B
GOLDMAN SACHS GROUP INCDecreased-384K-$19.1B
Aventail Capital Group, LPClosed Position-454K-$18.1B
ROYAL BANK OF CANADADecreased-347K-$16.3B
LPL Financial LLCDecreased-4K-$13.8B
WELLS FARGO & COMPANY/MNDecreased-253K-$13.7B
HEARTLAND ADVISORS INCDecreased-322K-$12.9B
RENAISSANCE TECHNOLOGIES LLCClosed Position-305K-$12.2B
UBS Group AGDecreased-237K-$11.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NORDEA INVESTMENT MANAGEMENT AB4,403,657$169.1B145.25%Share
2FIRST TRUST ADVISORS LP4,140,273$158.0B114.83%Share
3Invesco Ltd.3,447,148$132.2B20.27%Share
4JPMORGAN CHASE & CO3,340,538$128.0B8.04%Share
5Legal & General Group Plc3,303,904$126.0B27.94%Share
6ANTIPODES PARTNERS Ltd3,274,915$125.6B2.64%Share
7Amundi2,985,229$114.0B30.98%Share
8SUSQUEHANNA INTERNATIONAL GROUP, LLP2,975,636$114.0B13.13%Share
9NORTHERN TRUST CORP2,760,993$105.0B13.39%Share
10DIMENSIONAL FUND ADVISORS LP2,381,835$91.0B19.09%Share
11DUFF & PHELPS INVESTMENT MANAGEMENT CO2,188,681$84.0B951.74%Share
12Amundi2,179,988$83.0B22.55%Share
13NORDEA INVESTMENT MANAGEMENT AB2,013,666$77.3B66.42%Share
14CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC1,971,886$75.6B1110.57%Share
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,919,953$73.0B11.34%Share
16Ensign Peak Advisors, Inc1,748,362$67.0B118.34%Share
17Boston Trust Walden Corp1,660,195$63.7B480.65%Share
18TORONTO DOMINION BANK1,400,000$53.0B78.23%Share
19CITADEL ADVISORS LLC1,389,127$53.0B7.96%Share
20FRANKLIN RESOURCES INC1,324,456$50.0B12.27%Share
21MILLENNIUM MANAGEMENT LLC1,255,212$48.0B20.19%Share
22Allianz Asset Management GmbH1,246,607$47.0B47.53%Share
23FIL Ltd1,056,600$40.0B29.94%Share
24AQR CAPITAL MANAGEMENT LLC1,005,236$38.0B19.93%Share
25NORDEA INVESTMENT MANAGEMENT AB962,215$37.0B31.74%Share
26AQR Arbitrage LLC948,884$36.4B0.77%Share
27Gotham Asset Management, LLC942,477$36.0B131.45%Share
28GOLDMAN SACHS GROUP INC963,341$36.0B4.44%Share
29Magnetar Financial LLC904,525$34.7B339.96%Share
30Boston Trust Walden Corp898,495$34.5B260.12%Share
31BANK OF AMERICA CORP /DE/861,492$33.0B2.40%Share
32CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM861,994$33.0B33.01%Share
33RHUMBLINE ADVISERS857,683$32.0B25.87%Share
34UBS Group AG810,382$31.1B5.04%Share
35CITIGROUP INC809,989$31.0B13.68%Share
36AEGON ASSET MANAGEMENT UK PLC801,918$30.8B365.98%Share
37CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM766,353$29.0B16.58%Share
38Amundi759,721$29.0B7.88%Share
39Swiss National Bank747,000$28.0B16.67%Share
40ALLIANCEBERNSTEIN L.P.653,396$25.0B7.89%Share
41FIL Ltd662,067$25.0B18.71%Share
42PRINCIPAL FINANCIAL GROUP INC603,365$23.1B11.82%Share
43GOLDMAN SACHS GROUP INC611,426$23.0B2.84%Share
44Epoch Investment Partners, Inc.595,596$22.0B125.01%Share
45GABELLI FUNDS LLC585,350$22.0B148.94%Share
46Sumitomo Mitsui Trust Group, Inc.565,629$21.7B12.74%Share
47Capitolis Liquid Global Markets LLC552,000$21.0B125.25%Share
48COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS559,445$21.0B106.40%Share
49Epoch Investment Partners, Inc.539,918$20.0B113.65%Share
50NEW YORK STATE COMMON RETIREMENT FUND510,717$19.0B25.36%Share

WTRG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025671$3.8T+270
Q3 2025401$3.7T-196
Q2 2025597$3.3T-64
Q1 2025661$5.9T+121
Q4 2024540$9.5T+69
Q3 2024471$274.6T+23
Q2 2024448$314.6T+24
Q1 2024424$409.4T—

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As of Q4 2025, 50 institutional investors hold WTRG (Essential Utilities, Inc.). The largest holder is NORDEA INVESTMENT MANAGEMENT AB with $169.1B in shares. This quarter, 8 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own WTRG?

As of Q4 2025, 50 institutional investors report holding WTRG (Essential Utilities, Inc.) in their 13F filings.

Who is the largest institutional holder of WTRG?

The largest institutional holder of WTRG is NORDEA INVESTMENT MANAGEMENT AB with $169.1B in shares.

Is institutional ownership of WTRG increasing or decreasing?

This quarter, 8 institutions opened new positions in WTRG and 2 closed their positions.