Market data loadingS&P 500--NASDAQ--Data as of latest ETNo timestamp

Essential Utilities, Inc. (WTRG) Institutional Ownership & Insider Trading

698 institutions reported holding Essential Utilities, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 1 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

WTRGEssential Utilities, Inc.Follow WTRG — free
Utilities - Regulated Water · Utilities
—
Price chart with a free account
Market cap
12.2B
P/E TTM
22.0
Dividend yield
3.2%
52-week
—
Next earnings
3 Nov, in 10 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

698 institutions held 79.0% of the shares. Across filers that reported both quarters, shares held changed +0.5%.

Increased+222New+51Decreased-202Closed-54

Largest moves, shares (millions)

BlackRock+1.9MNexpoint Asset Management+1.8MSG Americas Securities+1.2MNordea Investment…-2.4MInvesco-1.9MQube Research & Technologies-1.5M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-7.8Sep 24+4.3Dec 24+5.1Mar 25-0.3Jun 25+13.2Sep 25-14.6Dec 25-5.5Mar 26+1.1Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 26698224+0.5%2225120254
Mar 26690216-2.9%1755921662
Dec 25680225-6.3%1686620770
Sep 25661231+6.0%2215814663
Jun 25671220-0.1%2325917546
Mar 25662219+2.4%1898517436
Dec 24607217+2.1%1423122150
Sep 24614208-4.3%1785216329

Essential Utilities, Inc. — questions

Who owns Essential Utilities, Inc. stock?
698 institutions reported Essential Utilities, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (11.8%), VANGUARD PORTFOLIO MANAGEMENT LLC (5.8%), STATE STREET CORP (4.6%).
Are Essential Utilities, Inc. insiders buying or selling?
1 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Essential Utilities, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.