Who Owns WTRG?

Essential Utilities, Inc. — Institutional Ownership & 13F Holdings

$40.39

+0.93 (+2.36%)

Market Cap

$11.2B

Shares Outstanding

283,303,697

Institutional Holders

661

Total Inst. Value

$863.9B

% of Float Held

77.8%

QoQ Holder Change

+237

Institutional data as of Q1 2025

New Positions

177

Closed Positions

56

Increased

217

Decreased

181

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1CANADA PENSION PLAN INVESTMENT BOARD$856.3B21,661,095
2BlackRock, Inc.$1.3B32,680,971
3VANGUARD GROUP INC$1.2B29,713,646
4STATE STREET CORP$519.7M13,146,141
5NORDEA INVESTMENT MANAGEMENT AB$291.9M7,368,205
6Pictet Asset Management Holding SA$258.2M6,532,599
7Amundi$218.5M5,490,062
8GEODE CAPITAL MANAGEMENT, LLC$179.9M4,561,213
9Bank Julius Baer & Co. Ltd, Zurich$170.0M3,805
10FIRST TRUST ADVISORS LP$164.4M4,158,001

Biggest Buyers & Sellers This Quarter

Top Buyers

Top Sellers

FundShares RemovedValue
Amundi-1.3M$218.5M
FMR LLC-1.3M$12.7M
VANGUARD GROUP INC-347K$1.2B
BlackRock, Inc.-318K$1.3B
Allianz Asset Management GmbH-307K$64.4M

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Frequently Asked Questions

How many institutional investors hold WTRG?

As of Q1 2025, 661 institutional investors report holding WTRG (Essential Utilities, Inc.) in their 13F filings.

What percentage of Essential Utilities, Inc. is owned by institutions?

Institutional investors hold approximately 77.8% of Essential Utilities, Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most WTRG?

The largest institutional holder of WTRG is CANADA PENSION PLAN INVESTMENT BOARD with $856.3B in shares.

Are institutions buying or selling WTRG?

This quarter, 177 institutions opened new positions in WTRG and 56 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.