DaveManuel.com · Institutional Ownership · Who Owns It
ESSENTIAL UTILS INC (WTRG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
707
Reporting holders
$8.6B
Reported value
79.0%
Of shares outstanding
0.1%
Calls
0.0%
Puts
+7
Holder change
Institutions report 224,068,872 shares against 283,778,605 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.3B | 33,433,285 | 0.02% | 8q | +5.9%+$71.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $626.0M | 16,340,786 | 0.03% | 2q | -0.9%-$5.7M |
| STATE STREET CORP | $502.6M | 13,119,170 | 0.01% | 26q | +5.5%+$26.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $489.7M | 12,782,196 | 0.01% | 2q | +1.0%+$4.6M |
| NORGES BANK | $248.6M | 6,489,675 | 0.02% | 24q | +61.5%+$94.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $202.3M | 5,279,933 | 0.01% | 26q | +1.1%+$2.1M |
| NORDEA INVESTMENT MANAGEMENT AB | $197.0M | 5,119,221 | 0.16% | 26q | -31.6%-$91.1M |
| Amundi | $166.0M | 4,333,385 | 0.04% | 21q | -4.5%-$7.9M |
| MILLENNIUM MANAGEMENT LLC | $159.1M | 4,153,002 | 0.06% | 8q | +2.2%+$3.5M |
| AQR Arbitrage LLC | $147.8M | 3,858,057 | 2.10% | 3q | +23.0%+$27.6M |
| Legal & General Group Plc | $134.2M | 3,504,219 | 0.03% | 26q | +2.8%+$3.7M |
| GOLDMAN SACHS GROUP INC | $130.2M | 3,398,595 | 0.01% | 26q | +19.7%+$21.4M |
| NORTHERN TRUST CORP | $126.4M | 3,299,746 | 0.01% | 26q | +3.1%+$3.8M |
| MORGAN STANLEY | $125.5M | 3,276,730 | 0.01% | 26q | +1.8%+$2.2M |
| ANTIPODES PARTNERS Ltd | $125.1M | 3,266,286 | 2.29% | 4q | +8.2%+$9.5M |
| Balyasny Asset Management L.P. | $123.7M | 3,229,542 | 0.15% | 3q | +4.6%+$5.4M |
| DIMENSIONAL FUND ADVISORS LP | $115.2M | 3,006,373 | 0.02% | 26q | +4.3%+$4.8M |
| JPMORGAN CHASE & CO | $106.3M | 2,753,727 | 0.01% | 26q | +25.6%+$21.7M |
| Pictet Asset Management Holding SA | $96.7M | 2,524,042 | 0.09% | 12q | -30.0%-$41.4M |
| Boston Trust Walden Corp | $94.4M | 2,463,461 | 0.72% | 12q | -0.7%-$689.1K |
| Bank of New York Mellon Corp | $92.5M | 2,413,662 | 0.02% | 26q | -4.3%-$4.2M |
| Invesco Ltd. | $92.0M | 2,401,088 | 0.01% | 26q | -43.8%-$71.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $85.9M | 2,243,125 | 0.13% | 3q | -4.7%-$4.2M |
| FIRST TRUST ADVISORS LP | $80.2M | 2,092,331 | 0.05% | 26q | +9.5%+$6.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $79.9M | 2,086,569 | 0.04% | 3q | +62.8%+$30.8M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $78.7M | 2,054,683 | 0.74% | 26q | -6.1%-$5.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $76.3M | 1,992,288 | 0.01% | 26q | HELD |
| FIL Ltd | $74.7M | 1,950,669 | 0.05% | 12q | HELD |
| Empower Advisory Group, LLC | $71.7M | 1,871,675 | 0.17% | 14q | +3.5%+$2.4M |
| VANGUARD FIDUCIARY TRUST CO | $68.7M | 1,794,358 | 0.02% | 2q | +1.9%+$1.3M |
| NEXPOINT ASSET MANAGEMENT, L.P. | $68.2M | 1,780,349 | 4.56% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $68.0M | 1,776,094 | 0.02% | 26q | +53.5%+$23.7M |
| Qube Research & Technologies Ltd | $68.0M | 1,774,130 | 0.06% | 2q | -45.9%-$57.6M |
| LMR Partners LLP | $62.4M | 1,628,583 | 0.23% | 3q | +201.0%+$41.7M |
| UBS Group AG | $58.4M | 1,525,066 | 0.01% | 26q | +41.6%+$17.2M |
| CITIGROUP INC | $57.6M | 1,503,622 | 0.02% | 26q | +70.9%+$23.9M |
| Gotham Asset Management, LLC | $55.3M | 1,443,959 | 0.13% | 21q | +58.1%+$20.3M |
| FRANKLIN RESOURCES INC | $53.0M | 1,383,319 | 0.01% | 26q | +1.2%+$632.2K |
| Ensign Peak Advisors, Inc | $51.5M | 1,344,324 | 0.08% | 26q | HELD |
| ALLIANCEBERNSTEIN L.P. | $51.1M | 1,268,732 | 0.02% | 26q | +39.7%+$14.5M |
| Epoch Investment Partners, Inc. | $49.1M | 1,282,362 | 0.28% | 10q | +7.8%+$3.5M |
| Magnetar Financial LLC | $48.2M | 1,258,246 | 0.44% | 4q | +4.5%+$2.1M |
| SG Americas Securities, LLC | $47.8M | 1,247,728 | 0.03% | 6q | +4537.9%+$46.8M |
| JANE STREET GROUP, LLC | $47.6M incl. $268.2K options CALL | 1,234,270 | 0.00% | 13q | -46.6%-$41.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $43.4M | 1,133,353 | 0.01% | 26q | +4.5%+$1.9M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $37.6M | 980,246 | 0.08% | 2q | +30.9%+$8.9M |
| FMR LLC | $37.1M | 968,932 | 0.00% | 26q | +33.7%+$9.3M |
| BANK OF AMERICA CORP /DE/ | $34.5M | 899,973 | 0.00% | 26q | -38.9%-$22.0M |
| RHUMBLINE ADVISERS | $31.5M | 821,077 | 0.02% | 26q | -1.0%-$318.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $31.1M incl. $6.8M options CALL+PUT | 633,877 | 0.00% | 26q | -57.4%-$41.9M |
| Squarepoint Ops LLC | $31.0M | 810,036 | 0.03% | 3q | +17.1%+$4.5M |
| GW&K Investment Management, LLC | $30.2M | 788,035 | 0.24% | 18q | -1.4%-$427.4K |
| JONES FINANCIAL COMPANIES LLLP | $29.3M | 760,238 | 0.01% | 16q | -0.8%-$244.9K |
| ProShare Advisors LLC | $27.1M | 707,091 | 0.04% | 26q | +3.1%+$817.3K |
| Nuveen, LLC | $26.2M | 683,783 | 0.01% | 6q | -20.0%-$6.6M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $25.3M | 661,098 | 0.04% | 2q | +16.4%+$3.6M |
| PRINCIPAL FINANCIAL GROUP INC | $24.7M | 643,984 | 0.01% | 25q | +2.0%+$482.4K |
| GABELLI FUNDS LLC | $23.5M | 613,050 | 0.15% | 26q | +4.3%+$976.9K |
| AEGON ASSET MANAGEMENT UK Plc | $23.1M | 603,488 | 0.25% | 22q | -3.1%-$729.4K |
| California Public Employees Retirement System | $22.8M | 595,876 | 0.01% | 26q | -2.1%-$495.0K |
| WELLS FARGO & COMPANY/MN | $22.7M | 592,104 | 0.00% | 26q | -3.7%-$876.4K |
| Verition Fund Management LLC | $21.2M | 552,800 | 0.11% | 9q | +626.9%+$18.3M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $21.1M | 552,000 | 0.09% | 2q | HELD |
| Allianz Asset Management GmbH | $20.9M | 545,007 | 0.02% | 21q | -22.5%-$6.1M |
| Swiss National Bank | $20.7M | 540,000 | 0.01% | 26q | -3.6%-$781.5K |
| Schonfeld Strategic Advisors LLC | $20.2M | 528,483 | 0.07% | 3q | +2049.8%+$19.3M |
| CANADA PENSION PLAN INVESTMENT BOARD | $19.4M | 506,900 | 0.01% | 26q | +122.9%+$10.7M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $18.8M | 489,451 | 0.00% | 26q | -68.1%-$40.0M |
| Assenagon Asset Management S.A. | $18.7M | 488,454 | 0.01% | 16q | -72.0%-$48.1M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $17.8M | 465,697 | 0.21% | 6q | +13.4%+$2.1M |
| Kintayl Capital LP | $17.7M | 462,708 | 7.04% | 3q | +28.9%+$4.0M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $17.5M | 456,080 | 0.08% | 26q | -9.4%-$1.8M |
| LPL Financial LLC | $15.6M | 405,949 | 0.00% | 26q | +19.6%+$2.5M |
| MIROVA | $15.3M | 398,722 | 0.56% | 2q | +1.5%+$229.7K |
| CANADA LIFE ASSURANCE Co | $15.1M | 395,336 | 0.02% | 25q | -1.4%-$216.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $15.1M | 394,559 | 0.02% | 26q | -5.2%-$835.2K |
| ROYAL BANK OF CANADA | $14.8M | 385,020 | 0.00% | 26q | -8.4%-$1.4M |
| JOHN G ULLMAN & ASSOCIATES INC | $14.6M | 380,232 | 1.77% | 9q | -5.8%-$893.3K |
| DekaBank Deutsche Girozentrale | $14.3M | 353,836 | 0.02% | 26q | HELD |
| Trexquant Investment LP | $13.4M | 350,865 | 0.08% | 2q | +93.6%+$6.5M |
| AMERIPRISE FINANCIAL INC | $12.4M | 322,647 | 0.00% | 26q | +5.9%+$693.4K |
| ALGERT GLOBAL LLC | $12.3M | 321,500 | 0.15% | new | NEW |
| Magellan Asset Management Ltd | $12.3M | 320,787 | 0.27% | 26q | +8.5%+$959.0K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $12.0M | 312,425 | 0.01% | 26q | -7.2%-$923.6K |
| NATIXIS ADVISORS, LLC | $11.9M | 311,246 | 0.01% | 26q | +2.3%+$273.0K |
| MUFG Securities EMEA plc | $11.7M | 305,721 | 0.12% | 2q | +131.6%+$6.7M |
| Virtu Financial LLC | $11.7M | 305,586 | 0.37% | 3q | +36.9%+$3.2M |
| Retirement Systems of Alabama | $11.2M | 293,357 | 0.03% | 26q | -15.4%-$2.1M |
| RAYMOND JAMES FINANCIAL INC | $11.2M | 292,042 | 0.00% | 7q | -5.5%-$648.8K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $11.1M | 289,905 | 0.01% | 26q | +5.4%+$573.7K |
| NOMURA ASSET MANAGEMENT CO LTD | $11.1M | 289,025 | 0.02% | 26q | +32.4%+$2.7M |
| BANK OF NOVA SCOTIA | $10.9M | 284,606 | 0.02% | 13q | +462.6%+$9.0M |
| Maryland State Retirement & Pension System | $10.9M | 284,005 | 0.19% | 22q | +6.0%+$611.4K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $10.7M | 279,735 | 0.02% | 26q | -2.8%-$308.1K |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $10.5M | 274,998 | 0.15% | 13q | -8.8%-$1.0M |
| D. E. Shaw & Co., Inc. | $10.4M | 272,252 | 0.00% | 2q | -51.3%-$11.0M |
| Cetera Investment Advisers | $10.1M | 264,413 | 0.01% | 23q | +6.2%+$587.0K |
| STIFEL FINANCIAL CORP | $10.0M | 261,289 | 0.01% | 26q | +0.9%+$91.6K |
| ING GROEP NV | $9.9M | 258,000 | 0.05% | new | NEW |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $9.4M | 246,561 | 0.02% | 26q | -2.7%-$265.5K |
Showing the largest 100 of 707 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-07 | Arnold Colleen | President - Aqua | Sold | 2,855 | $112.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 212 | $323.2M | 8,247,998 | 21 | 57 | 60 | 0.0% |
| Q2 2026 | 707 | $8.6B | 224,068,872 | 71 | 244 | 219 | 0.1% |
| Q1 2026 | 700 | $8.7B | 216,643,714 | 76 | 201 | 233 | 0.1% |
| Q4 2025 | 702 | $8.7B | 225,888,479 | 81 | 191 | 226 | 0.1% |
| Q3 2025 | 684 | $9.3B | 231,671,225 | 81 | 255 | 161 | 0.2% |
| Q2 2025 | 687 | $8.3B | 221,493,270 | 70 | 261 | 186 | 0.2% |
| Q1 2025 | 683 | $8.8B | 222,490,062 | 103 | 220 | 196 | 0.2% |
| Q4 2024 | 625 | $7.9B | 217,847,089 | 41 | 167 | 238 | 0.1% |
| Q3 2024 | 632 | $8.1B | 210,886,867 | 69 | 205 | 182 | 0.1% |
| Q2 2024 | 605 | $8.0B | 215,468,883 | 58 | 189 | 197 | 0.1% |
| Q1 2024 | 597 | $8.2B | 220,635,769 | 39 | 212 | 189 | 0.1% |
| Q4 2023 | 627 | $7.8B | 208,824,270 | 63 | 220 | 182 | 0.2% |
| Q3 2023 | 584 | $6.9B | 200,048,231 | 34 | 193 | 194 | 0.2% |
| Q2 2023 | 623 | $7.6B | 191,287,789 | 52 | 172 | 206 | 0.2% |
| Q1 2023 | 649 | $8.4B | 191,495,880 | 62 | 187 | 202 | 0.2% |
| Q4 2022 | 653 | $9.2B | 193,198,933 | 75 | 180 | 200 | 0.1% |
| Q3 2022 | 619 | $14.1B | 339,483,071 | 55 | 192 | 163 | 0.2% |
| Q2 2022 | 621 | $16.3B | 356,332,856 | 52 | 189 | 176 | 0.0% |
| Q1 2022 | 632 | $27.4B | 534,231,745 | 61 | 190 | 186 | 0.0% |
| Q4 2021 | 644 | $31.2B | 586,030,985 | 67 | 191 | 160 | 0.5% |
| Q3 2021 | 590 | $29.5B | 634,187,140 | 50 | 169 | 171 | 0.0% |
| Q2 2021 | 583 | $29.3B | 637,255,578 | 49 | 157 | 160 | 0.0% |
| Q1 2021 | 589 | $28.0B | 630,768,198 | 53 | 171 | 171 | 0.0% |
| Q4 2020 | 594 | $13.5B | 278,679,951 | 65 | 152 | 152 | 0.1% |
| Q3 2020 | 567 | $18.9B | 471,497,870 | 48 | 165 | 163 | 0.0% |
| Q2 2020 | 569 | $16.2B | 383,477,180 | 62 | 166 | 161 | 0.1% |
| Q1 2020 | 574 | $19.7B | 484,683,058 | 553 | 5 | 4 | 0.1% |
| Q4 2019 | 20 | $403.3M | 8,590,956 | 13 | 0 | 0 | 0.0% |
| Q3 2019 | 3 | $366.9M | 8,183,332 | 0 | 0 | 1 | 0.0% |
| Q2 2019 | 3 | $342.7M | 8,283,332 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 3 | $301.8M | 8,283,332 | 1 | 2 | 0 | 0.0% |
| Q4 2018 | 2 | $246.9M | 7,221,000 | 0 | 0 | 0 | 0.0% |