Ranked by reported Q1 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. | 31.6M | $1.27B | -8.1% | 11.130% | 0.02% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 16.5M | $664.0M | — | 5.814% | 0.04% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 12.7M | $509.9M | — | 4.464% | 0.01% |
| 4 | STATE STREET CORP | 12.4M | $500.6M | -10.1% | 4.383% | 0.02% |
| 5 | NORDEA INVESTMENT MANAGEMENT AB | 7.5M | $301.9M | -1.8% | 2.639% | 0.28% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 5.2M | $210.4M | -0.2% | 1.842% | 0.01% |
| 7 | Amundi | 4.5M | $182.8M | -28.3% | 1.600% | 0.05% |
| 8 | Invesco Ltd. | 4.3M | $171.9M | +7.7% | 1.505% | 0.03% |
| 9 | MILLENNIUM MANAGEMENT LLC | 4.1M | $163.6M | +223.7% | 1.432% | 0.11% |
| 10 | Pictet Asset Management Holding SA | 3.6M | $145.2M | -20.6% | 1.271% | 0.15% |
| 11 | Legal & General Group Plc | 3.4M | $137.3M | -17.8% | 1.202% | 0.03% |
| 12 | Qube Research & Technologies Ltd | 3.3M | $132.0M | — | 1.156% | 0.16% |
| 13 | MORGAN STANLEY | 3.2M | $129.6M | -5.9% | 1.135% | 0.01% |
| 14 | NORTHERN TRUST CORP | 3.2M | $128.9M | -1.3% | 1.129% | 0.02% |
| 15 | CNH PARTNERS LLC | 3.1M | $126.3M | +230.6% | 1.106% | 2.07% |
| 16 | BALYASNY ASSET MANAGEMENT LLC | 3.1M | $124.4M | +2522.9% | 1.089% | 0.43% |
| 17 | ANTIPODES PARTNERS Ltd | 3.0M | $121.6M | -7.8% | 1.064% | 2.34% |
| 18 | DIMENSIONAL FUND ADVISORS LP | 2.9M | $116.0M | +3.8% | 1.016% | 0.02% |
| 19 | GOLDMAN SACHS GROUP INC | 2.8M | $114.3M | +80.3% | 1.001% | 0.01% |
| 20 | Bank of New York Mellon Corp | 2.5M | $101.6M | -8.2% | 0.890% | 0.02% |
| 21 | Boston Trust Walden Corp | 2.5M | $99.9M | -3.0% | 0.875% | 0.82% |
| 22 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.4M | $94.8M | -40.3% | 0.830% | 0.16% |
| 23 | JANE STREET GROUP, LLC | 2.3M | $93.0M | -7.5% | 0.815% | 0.83% |
| 24 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2.2M | $88.1M | 0.0% | 0.772% | 0.92% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.0M | $80.0M | +3.4% | 0.700% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WTRG — a direct measure of their conviction.
Filings activity in WTRG during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 676 | +1.0% | 78.92% | 0.42 pp | $8.40B | 0.5% |
| Q4 2025 | 669 | +2.5% | 79.34% | 3.40 pp | $8.44B | 4.1% |
| Q3 2025 | 653 | 2.0% | 82.74% | +8.98 pp | $8.80B | +12% |
| Q2 2025 | 666 | +1.7% | 73.76% | 3.79 pp | $7.85B | 4.9% |
| Q1 2025 | 655 | +7.9% | 77.55% | +7.26 pp | $8.25B | +10% |
| Q4 2024 | 607 | 0.5% | 70.29% | 3.54 pp | $7.48B | 4.8% |
| Q3 2024 | 610 | +4.8% | 73.83% | 19.74 pp | $7.85B | 21% |
| Q2 2024 | 582 | — | 93.57% | — | $9.95B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WTRG stock.
Based on Q1 2026 13F filings, institutional ownership of Essential Utilities, Inc. stands at 78.9%, held across 676 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of WTRG, with approximately 31,569,405 shares worth $1.27B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of WTRG, including MILLENNIUM MANAGEMENT LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for WTRG is 51 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
101 institutions opened new positions in WTRG during Q1 2026, while 94 fully exited. 422 added to existing positions and 147 trimmed.
WTRG institutional ownership fell by 0.42 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 49.1% of all reported 13F value in WTRG, and the top 25 account for 69.2%.
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