ESSENTIAL UTILITIES INC WTRG
$39.38
+3.5% 52w: $35.43 – $41.27
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data35.4338.3541.27
Jun 20, 2025 Jul 2, 2026
Institutional holders
693
+2 QoQ
13F value
$8.72B
+0.7% QoQ
Smart-money holders
31
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
2.9×
$5.2M calls / $1.8M puts
Institutional value by quarter
Number of holders
Who owns WTRG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 31.6M | $1.27B | 0.0% | -8.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 16.5M | $664.0M | 0.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 12.7M | $509.9M | 0.0% | — |
| STATE STREET CORP | Index provider | 12.4M | $500.6M | 0.0% | -10.1% |
| NORDEA INVESTMENT MANAGEMENT AB | Other | 7.5M | $301.9M | 0.3% | -1.8% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 5.2M | $210.4M | 0.0% | -0.2% |
| Amundi | Diversified mechanical | 4.5M | $182.8M | 0.0% | -28.3% |
| Invesco Ltd. | Index provider | 4.3M | $171.9M | 0.0% | +7.7% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 4.1M | $163.6M | 0.1% | +223.6% |
| Pictet Asset Management Holding SA | Diversified mechanical | 3.6M | $145.2M | 0.2% | -20.6% |
| Legal & General Group Plc | Diversified mechanical | 3.4M | $137.3M | 0.0% | -17.8% |
| Qube Research & Technologies Ltd | Quant stat arb | 3.3M | $132.0M | 0.2% | New |
| MORGAN STANLEY | Bank broker | 3.2M | $129.6M | 0.0% | -5.9% |
| NORTHERN TRUST CORP | Index provider | 3.2M | $128.9M | 0.0% | -1.3% |
| AQR Arbitrage LLC | Other | 3.1M | $126.3M | 2.5% | +230.6% |
| Balyasny Asset Management L.P. | Multistrat pod | 3.1M | $124.4M | 0.3% | +2522.9% |
| ANTIPODES PARTNERS Ltd ★2 | Fundamental diversified | 3.0M | $121.6M | 2.3% | -7.8% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 2.9M | $116.0M | 0.0% | +3.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 2.8M | $114.3M | 0.0% | +80.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.5M | $101.6M | 0.0% | -8.2% |
| Boston Trust Walden Corp | Other | 2.5M | $99.9M | 0.8% | -3.0% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Diversified mechanical | 2.4M | $94.8M | 0.2% | -40.3% |
| JANE STREET GROUP, LLC | Market maker | 2.3M | $93.0M | 0.1% | -7.1% |
| JPMORGAN CHASE & CO | Bank broker | 2.2M | $90.0M | 0.0% | -41.4% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | Other | 2.2M | $88.1M | 0.9% | 0.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.0M | $80.0M | 0.0% | +3.4% |
| FIL Ltd | Other | 2.0M | $78.6M | 0.1% | +13.6% |
| FIRST TRUST ADVISORS LP | Index provider | 1.9M | $77.0M | 0.1% | -53.9% |
| Empower Advisory Group, LLC | Wealth advisor | 1.8M | $72.8M | 0.2% | +7.1% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 1.8M | $70.9M | 0.0% | — |
| Assenagon Asset Management S.A. | Diversified mechanical | 1.7M | $70.3M | 0.1% | +611.4% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 1.5M | $61.7M | 0.0% | +548.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 1.5M | $59.9M | 0.1% | -50.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.5M | $59.3M | 0.0% | +9.9% |
| TUDOR INVESTMENT CORP ET AL | Quant stat arb | 1.4M | $55.8M | 0.3% | New |
| FRANKLIN RESOURCES INC | Long only active | 1.4M | $55.0M | 0.0% | -0.2% |
| Ensign Peak Advisors, Inc | Diversified mechanical | 1.3M | $54.2M | 0.1% | -22.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 1.3M | $51.6M | 0.0% | +1499.9% |
| Magnetar Financial LLC | Quant stat arb | 1.2M | $48.5M | 0.5% | +0.4% |
| Epoch Investment Partners, Inc. | Other | 1.2M | $47.9M | 0.3% | +4.7% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 1.2M | $46.6M | 0.0% | +12.2% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 1.1M | $43.7M | 0.0% | -52.5% |
| UBS Group AG | Bank broker | 1.1M | $43.4M | 0.0% | -2.6% |
| Gotham Asset Management, LLC | Diversified mechanical | 913.5K | $36.8M | 0.1% | -3.1% |
| CITIGROUP INC | Bank broker | 879.7K | $35.4M | 0.0% | -2.2% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 908.0K | $34.8M | 0.0% | +39.0% |
| Nuveen, LLC | Diversified mechanical | 855.1K | $34.4M | 0.0% | +52.7% |
| RHUMBLINE ADVISERS | Diversified mechanical | 829.4K | $33.4M | 0.0% | -3.3% |
| GW&K Investment Management, LLC | Other | 799.2K | $32.2M | 0.3% | -1.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 766.6K | $30.9M | 0.0% | +67.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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