Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in WTRG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 33.4M | $1.28B | +5.9% | 11.787% | 0.02% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 16.3M | $626.0M | -0.9% | 5.761% | 0.03% |
| 3 | STATE STREET CORP | 13.1M | $502.6M | +5.5% | 4.625% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 12.8M | $489.7M | +0.9% | 4.507% | 0.01% |
| 5 | NORGES BANK | 6.5M | $248.6M | β | 2.288% | 0.02% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 5.3M | $202.3M | +1.1% | 1.861% | 0.01% |
| 7 | NORDEA INVESTMENT MANAGEMENT AB | 5.1M | $197.0M | -31.6% | 1.805% | 0.16% |
| 8 | Amundi | 4.3M | $166.0M | -4.5% | 1.528% | 0.04% |
| 9 | MILLENNIUM MANAGEMENT LLC | 4.2M | $159.1M | +2.2% | 1.464% | 0.06% |
| 10 | AQR Arbitrage LLC | 3.9M | $147.8M | +23.0% | 1.360% | 2.10% |
| 11 | Legal & General Group Plc | 3.5M | $134.2M | +2.8% | 1.236% | 0.03% |
| 12 | GOLDMAN SACHS GROUP INC | 3.4M | $130.2M | +19.7% | 1.198% | 0.01% |
| 13 | NORTHERN TRUST CORP | 3.3M | $126.4M | +3.1% | 1.163% | 0.01% |
| 14 | MORGAN STANLEY | 3.3M | $125.5M | +1.8% | 1.155% | 0.01% |
| 15 | ANTIPODES PARTNERS Ltd | 3.3M | $125.1M | +8.2% | 1.152% | 2.29% |
| 16 | BALYASNY ASSET MANAGEMENT L.P. | 3.2M | $123.7M | +4.6% | 1.139% | 0.15% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 3.0M | $115.2M | +4.3% | 1.060% | 0.02% |
| 18 | JPMORGAN CHASE & CO | 2.8M | $106.3M | +25.6% | 0.971% | 0.01% |
| 19 | Pictet Asset Management Holding SA | 2.5M | $96.7M | -30.0% | 0.890% | 0.09% |
| 20 | Boston Trust Walden Corp | 2.5M | $94.4M | -0.7% | 0.869% | 0.72% |
| 21 | Bank of New York Mellon Corp | 2.4M | $92.5M | -4.3% | 0.851% | 0.02% |
| 22 | Invesco Ltd. | 2.4M | $92.0M | -43.8% | 0.847% | 0.01% |
| 23 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.2M | $85.9M | -4.7% | 0.791% | 0.13% |
| 24 | FIRST TRUST ADVISORS LP | 2.1M | $80.2M | +9.4% | 0.738% | 0.05% |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.1M | $79.9M | +62.8% | 0.736% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in WTRG β a direct measure of their conviction.
Filings activity in WTRG during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 693 | +1.0% | 78.72% | +2.53 pp | $8.34B | 1.7% |
| Q1 2026 | 686 | +2.2% | 76.19% | 3.13 pp | $8.49B | +0.5% |
| Q4 2025 | 671 | +2.0% | 79.32% | 0.60 pp | $8.45B | 4.2% |
| Q3 2025 | 658 | 1.2% | 79.92% | +2.48 pp | $8.81B | +12% |
| Q2 2025 | 666 | +1.7% | 77.44% | +0.27 pp | $7.85B | 4.9% |
| Q1 2025 | 655 | +7.9% | 77.17% | +0.78 pp | $8.25B | +10% |
| Q4 2024 | 607 | 0.5% | 76.39% | +3.25 pp | $7.48B | 4.8% |
| Q3 2024 | 610 | β | 73.14% | β | $7.85B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WTRG stock.
Based on Q2 2026 13F filings, institutional ownership of Essential Utilities, Inc. stands at 78.7%, held across 693 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of WTRG, with approximately 33,433,285 shares worth $1.28B as of Q2 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of WTRG, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for WTRG is 59 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
66 institutions opened new positions in WTRG during Q2 2026, while 66 fully exited. 151 added to existing positions and 447 trimmed.
WTRG institutional ownership rose by 2.53 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 48.2% of all reported 13F value in WTRG, and the top 25 account for 67.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Essential Utilities, Inc. (WTRG) Institutional Ownership