Who owns Essential Utilities (WTRG)
Which tracked institutional funds hold WTRG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WTRG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
93 tracked funds added or opened WTRG while 171 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WTRG’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes WTRG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WTRG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 650 tracked filers holding WTRG, 316 increased or opened the position and 344 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WTRG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 18
- NEXPOINT ASSET MANAGEMENT, L.P.$68M
- ALGERT GLOBAL LLC$12M
- ING GROEP NV$10M
- RENAISSANCE TECHNOLOGIES LLC$9M
- Jupiter Topco LLC$5M
- Man Group plc$3M
Full exits 53
- Amundi$183M
- GW&K Investment Management, LLC$32M
- Pacer Advisors, Inc.$29M
- CANADA LIFE ASSURANCE Co$16M
- DekaBank Deutsche Girozentrale$15M
- NATIXIS ADVISORS, LLC$12M
Largest adds
- NORGES BANK$160M
- BlackRock, Inc.$127M
- LMR Partners LLP$41M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$28M
- CITIGROUP INC$22M
- AQR CAPITAL MANAGEMENT LLC$22M
Largest trims
- NORDEA INVESTMENT MANAGEMENT AB$105M
- Invesco Ltd.$69M
- Qube Research & Technologies Ltd$64M
- Assenagon Asset Management S.A.$61M
- TUDOR INVESTMENT CORP ET AL$49M
- Pictet Asset Management Holding SA$49M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 33,433,285 | $1.3B | 16.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 16,340,786 | $626M | 8.2% | 2026-Q2 |
| STATE STREET CORP added | 13,119,170 | $503M | 6.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 12,782,196 | $490M | 6.4% | 2026-Q2 |
| NORGES BANK added | 6,489,675 | $249M | 3.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,279,933 | $202M | 2.7% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 5,119,221 | $197M | 2.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 4,153,002 | $159M | 2.1% | 2026-Q2 |
| AQR Arbitrage LLC added | 3,858,057 | $148M | 1.9% | 2026-Q2 |
| Legal & General Group Plc added | 3,504,219 | $134M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 3,398,595 | $130M | 1.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 3,299,746 | $126M | 1.7% | 2026-Q2 |
| MORGAN STANLEY added | 3,276,730 | $126M | 1.7% | 2026-Q2 |
| ANTIPODES PARTNERS Ltd added | 3,266,286 | $125M | 1.6% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 3,229,542 | $124M | 1.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,006,373 | $115M | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,753,727 | $106M | 1.4% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 2,524,042 | $97M | 1.3% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 2,463,461 | $94M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,413,662 | $92M | 1.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 2,401,088 | $92M | 1.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 2,243,125 | $86M | 1.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 2,092,331 | $80M | 1.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,086,569 | $80M | 1.1% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 2,054,683 | $79M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,992,288 | $76M | 1.0% | 2026-Q2 |
| FIL Ltd trimmed | 1,950,669 | $75M | 1.0% | 2026-Q2 |
| Empower Advisory Group, LLC added | 1,871,675 | $72M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,794,358 | $69M | 0.9% | 2026-Q2 |
| NEXPOINT ASSET MANAGEMENT, L.P. new | 1,780,349 | $68M | 0.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,776,094 | $68M | 0.9% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 1,774,130 | $68M | 0.9% | 2026-Q2 |
| LMR Partners LLP added | 1,628,583 | $62M | 0.8% | 2026-Q2 |
| UBS Group AG added | 1,525,066 | $58M | 0.8% | 2026-Q2 |
| CITIGROUP INC added | 1,503,622 | $58M | 0.8% | 2026-Q2 |
| Gotham Asset Management, LLC added | 1,443,959 | $55M | 0.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 1,383,319 | $53M | 0.7% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 1,344,324 | $52M | 0.7% | 2026-Q2 |
| Epoch Investment Partners, Inc. added | 1,282,362 | $49M | 0.6% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,268,732 | $51M | 0.7% | 2026-Q2 |
| Magnetar Financial LLC added | 1,258,246 | $48M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 1,234,270 | $47M | 0.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,133,353 | $43M | 0.6% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 980,246 | $38M | 0.5% | 2026-Q2 |
| FMR LLC added | 968,932 | $37M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 899,973 | $34M | 0.5% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 821,077 | $31M | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC added | 810,036 | $31M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 760,238 | $29M | 0.4% | 2026-Q2 |
| ProShare Advisors LLC added | 707,091 | $27M | 0.4% | 2026-Q2 |
| Allianz Asset Management GmbH added | 703,714 | $28M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 683,783 | $26M | 0.3% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 661,098 | $25M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 643,984 | $25M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 633,877 | $24M | 0.3% | 2026-Q2 |
| GABELLI FUNDS LLC added | 613,050 | $23M | 0.3% | 2026-Q2 |
| AEGON ASSET MANAGEMENT UK Plc trimmed | 603,488 | $23M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 595,876 | $23M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 592,104 | $23M | 0.3% | 2026-Q2 |
| Verition Fund Management LLC added | 552,800 | $21M | 0.3% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 552,000 | $21M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 540,000 | $21M | 0.3% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 528,483 | $20M | 0.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 506,900 | $19M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 489,451 | $19M | 0.2% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 465,697 | $18M | 0.2% | 2026-Q2 |
| Kintayl Capital LP added | 462,708 | $18M | 0.2% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 456,080 | $17M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 405,949 | $16M | 0.2% | 2026-Q2 |
| MIROVA added | 398,722 | $15M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 394,559 | $15M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 385,020 | $15M | 0.2% | 2026-Q2 |
| JOHN G ULLMAN & ASSOCIATES INC trimmed | 380,232 | $15M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 350,865 | $13M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 322,647 | $12M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 321,500 | $12M | 0.2% | 2026-Q2 |
| Magellan Asset Management Ltd added | 320,787 | $12M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 312,425 | $12M | 0.2% | 2026-Q2 |
| MUFG Securities EMEA plc added | 305,721 | $12M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 293,357 | $11M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 292,042 | $11M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 289,905 | $11M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 289,025 | $11M | 0.1% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 284,606 | $11M | 0.1% | 2026-Q2 |
| Maryland State Retirement & Pension System added | 284,005 | $11M | 0.1% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 274,998 | $11M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 272,252 | $10M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 264,413 | $10M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 261,289 | $10M | 0.1% | 2026-Q2 |
| ING GROEP NV new | 258,000 | $10M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 246,561 | $9M | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 245,699 | $9M | 0.1% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 244,227 | $9M | 0.1% | 2026-Q2 |
| NUANCE INVESTMENTS, LLC added | 238,896 | $9M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 237,937 | $9M | 0.1% | 2026-Q2 |
| Meiji Yasuda Asset Management Co Ltd. added | 236,193 | $9M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 235,283 | $9M | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 232,696 | $9M | 0.1% | 2026-Q2 |
| Aberdeen Group plc added | 227,500 | $9M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 225,968 | $9M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.