Institutional Ownership Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG). We have compiled data on the 668 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $7.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
30,827,925
shares
|
$1.04 Billion
0.03% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
27,815,879
shares
|
$935 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
21,661,095
shares
|
$728 Million
0.85% of portfolio
|
Q1 2020
New holding
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,466,249
shares
|
$419 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
7,831,458
shares
|
$263 Million
0.11% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jan 06, 2025 Q4 2024 |
6,811,851
shares
|
$229 Million
0.27% of portfolio
|
Q4 2024
Added 16.66%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
5,128,543
shares
|
$172 Million
0.22% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,003,490
shares
|
$168 Million
0.24% of portfolio
|
Q2 2023
Reduced 7.89%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
4,305,976
shares
|
$145 Million
0.01% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
3,628,571
shares
|
$122 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
3,453,866
shares
|
$116 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,264,993
shares
|
$110 Million
0.01% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
3,246,030
shares
|
$109 Million
0.12% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,730,064
shares
|
$91.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
2,614,135
shares
|
$87.8 Million
0.11% of portfolio
|
Q3 2024
Added 49.1%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Nov 15, 2024 Q3 2024 |
2,531,297
shares
|
$85.1 Million
1.14% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,154,215
shares
|
$72.4 Million
0.02% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Oct 31, 2024 Q3 2024 |
2,034,497
shares
|
$68.4 Million
2.97% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
1,962,692
shares
|
$65.9 Million
0.54% of portfolio
|
Q3 2024
Added 117.26%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
1,960,747
shares
|
$65.9 Million
0.07% of portfolio
|
Q3 2024
Added 68.16%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,871,932
shares
|
$62.9 Million
0.01% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
1,585,475
shares
|
$53.3 Million
0.21% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
1,573,992
shares
|
$52.9 Million
0.02% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
Nov 14, 2024 Q3 2024 |
1,433,096
shares
|
$48.2 Million
0.91% of portfolio
|
Q3 2024
Added 423.4%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
1,279,682
shares
|
$43 Million
0.07% of portfolio
|
Q3 2024
Added 54.59%
|