Who Owns Essential Utilities Stock?
NYSE: WTRGUtilitiesUtilities - Regulated WaterUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 81.98%
- Held by insiders
- 0.22%
- Institutional holders
- 909
- Institutions 82.0%
- Insiders 0.2%
- Public and other 17.8%
Who owns Essential Utilities stock?
Institutional investors own about 82.0% of Essential Utilities's shares, spread across 909 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.22% of WTRG.
The largest institutional holders are Blackrock Inc. (11.78%), Vanguard Portfolio Management LLC (5.76%) and State Street Corporation (4.62%). Together, the top 10 institutions control 37.0% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their WTRG positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of WTRG
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 33.43M | 11.78% | +5.9% |
| Vanguard Portfolio Management LLC | 16.34M | 5.76% | -0.9% |
| State Street Corporation | 13.12M | 4.62% | +5.5% |
| Vanguard Capital Management LLC | 12.78M | 4.50% | +0.9% |
| NORGES BANK | 6.49M | 2.29% | +61.5% |
| Geode Capital Management, LLC | 5.28M | 1.86% | +1.1% |
| Nordea Investment Management AB | 5.12M | 1.80% | -31.6% |
| Amundi | 4.33M | 1.53% | -4.5% |
| Millennium Management Llc | 4.15M | 1.46% | +2.2% |
| AQR Arbitrage LLC | 3.86M | 1.36% | +23.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of WTRG
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | 9.93M | 3.50% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 9.00M | 3.17% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 6.50M | 2.29% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 4.12M | 1.45% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 3.25M | 1.15% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | 2.53M | 0.89% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | 2.07M | 0.73% |
| VANGUARD WORLD FUND-Vanguard Utilities Index Fund | 1.97M | 0.69% |
| NexPoint Funds I-NexPoint Merger Arbitrage Fund | 1.73M | 0.61% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | 1.60M | 0.57% |
Frequently asked questions
Who is the largest shareholder of Essential Utilities?
Blackrock Inc. is the largest institutional shareholder of WTRG, owning 11.78% of shares outstanding (33.43M shares) as of its latest 13F filing.
What percentage of Essential Utilities is owned by institutions?
Institutions own about 82.0% of WTRG shares and 82.2% of the public float.
How much of Essential Utilities do insiders own?
Insiders, such as officers and directors, own about 0.22% of WTRG shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.