Who owns WTRG (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-Q1 13F filings. 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
144 tracked funds added or opened WTRG while 132 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 694 tracked filers holding WTRG, 310 increased or opened the position and 337 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 2025-Q4 and 2026-Q1 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 36
- VANGUARD PORTFOLIO MANAGEMENT LLC$664M
- VANGUARD CAPITAL MANAGEMENT LLC$510M
- Qube Research & Technologies Ltd$132M
- VANGUARD FIDUCIARY TRUST CO$71M
- TUDOR INVESTMENT CORP ET AL$56M
- Grantham, Mayo, Van Otterloo & Co. LLC$30M
Full exits 41
- VANGUARD GROUP INC$1.2B
- Capitolis Liquid Global Markets LLC$21M
- AVIVA PLC$15M
- Swedbank AB$14M
- DEPRINCE RACE & ZOLLO INC$9M
- Mitsubishi UFJ Trust & Banking Corp$4M
Largest adds
- BALYASNY ASSET MANAGEMENT L.P.$120M
- MILLENNIUM MANAGEMENT LLC$115M
- AQR Arbitrage LLC$90M
- Assenagon Asset Management S.A.$61M
- GOLDMAN SACHS GROUP INC$54M
- PRICE T ROWE ASSOCIATES INC /MD/$53M
Largest trims
- BlackRock, Inc.$163M
- FIRST TRUST ADVISORS LP$82M
- NORGES BANK$66M
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$63M
- Amundi$60M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$56M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 28,657,467 | $1.2B | 12.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 16,489,351 | $664M | 7.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 12,661,679 | $510M | 5.5% | 2026-Q1 |
| STATE STREET CORP trimmed | 12,431,482 | $501M | 5.4% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 7,486,456 | $302M | 3.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 5,224,043 | $210M | 2.3% | 2026-Q1 |
| Amundi trimmed | 4,539,553 | $183M | 2.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 4,062,482 | $164M | 1.8% | 2026-Q1 |
| Invesco Ltd. added | 3,992,663 | $161M | 1.7% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 3,605,451 | $145M | 1.6% | 2026-Q1 |
| Legal & General Group Plc trimmed | 3,408,848 | $137M | 1.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 3,278,684 | $132M | 1.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,219,049 | $130M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 3,201,847 | $129M | 1.4% | 2026-Q1 |
| AQR Arbitrage LLC added | 3,137,219 | $126M | 1.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 3,088,625 | $124M | 1.3% | 2026-Q1 |
| ANTIPODES PARTNERS Ltd trimmed | 3,018,815 | $122M | 1.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,881,490 | $116M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,839,278 | $114M | 1.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 2,523,064 | $102M | 1.1% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 2,481,448 | $100M | 1.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 2,353,605 | $95M | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 2,310,349 | $93M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,191,979 | $90M | 1.0% | 2026-Q1 |
| NORGES BANK trimmed | 2,233,565 | $88M | 0.9% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 2,188,784 | $88M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,985,831 | $80M | 0.9% | 2026-Q1 |
| FIL Ltd added | 1,952,782 | $79M | 0.8% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 1,911,611 | $77M | 0.8% | 2026-Q1 |
| Empower Advisory Group, LLC added | 1,808,639 | $73M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,760,933 | $71M | 0.8% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 1,744,679 | $70M | 0.8% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,532,975 | $62M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 1,488,543 | $60M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,473,632 | $59M | 0.6% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 1,385,895 | $56M | 0.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 1,366,817 | $55M | 0.6% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 1,347,114 | $54M | 0.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,282,008 | $52M | 0.6% | 2026-Q1 |
| Magnetar Financial LLC added | 1,203,685 | $48M | 0.5% | 2026-Q1 |
| Epoch Investment Partners, Inc. added | 1,189,930 | $48M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,154,890 | $47M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,084,137 | $44M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 1,076,752 | $43M | 0.5% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 913,537 | $37M | 0.4% | 2026-Q1 |
| CITIGROUP INC trimmed | 879,718 | $35M | 0.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 907,990 | $35M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 855,135 | $34M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 829,387 | $33M | 0.4% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 799,191 | $32M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 766,587 | $31M | 0.3% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 748,814 | $30M | 0.3% | 2026-Q1 |
| Pacer Advisors, Inc. trimmed | 1,648,309 | $29M | 0.3% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 703,570 | $28M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC added | 691,493 | $28M | 0.3% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 685,757 | $28M | 0.3% | 2026-Q1 |
| FMR LLC added | 685,713 | $28M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 631,393 | $25M | 0.3% | 2026-Q1 |
| AEGON ASSET MANAGEMENT UK Plc trimmed | 622,528 | $25M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 614,980 | $25M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 608,797 | $25M | 0.3% | 2026-Q1 |
| GABELLI FUNDS LLC added | 587,550 | $24M | 0.3% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 567,799 | $23M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 560,400 | $23M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 558,549 | $22M | 0.2% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 552,000 | $22M | 0.2% | 2026-Q1 |
| LMR Partners LLP trimmed | 541,120 | $22M | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 511,585 | $21M | 0.2% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 503,182 | $20M | 0.2% | 2026-Q1 |
| Energy Income Partners, LLC added | 498,350 | $20M | 0.2% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 452,348 | $18M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 420,261 | $17M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 416,359 | $17M | 0.2% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 410,832 | $17M | 0.2% | 2026-Q1 |
| JOHN G ULLMAN & ASSOCIATES INC trimmed | 403,549 | $16M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 400,986 | $16M | 0.2% | 2026-Q1 |
| MIROVA added | 392,726 | $16M | 0.2% | 2026-Q1 |
| Eurizon Capital SGR S.p.A. trimmed | 371,530 | $15M | 0.2% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 353,836 | $15M | 0.2% | 2026-Q1 |
| Kintayl Capital LP trimmed | 359,033 | $14M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama added | 346,914 | $14M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 339,478 | $14M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 336,533 | $14M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 308,978 | $12M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 304,546 | $12M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 304,119 | $12M | 0.1% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 301,609 | $12M | 0.1% | 2026-Q1 |
| Magellan Asset Management Ltd added | 295,754 | $12M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 30,424,200 | $1.2B | 12.5% | 2025-Q4 stale |
| Maple-Brown Abbott Ltd new | 2,384,087 | $94M | 1.0% | 2025-Q1 stale |
| COHEN & STEERS, INC. added | 1,485,550 | $59M | 0.6% | 2025-Q1 stale |
| Tandem Investment Advisors, Inc. trimmed | 948,863 | $38M | 0.4% | 2025-Q3 stale |
| Ghisallo Capital Management LLC new | 642,030 | $24M | 0.3% | 2025-Q2 stale |
| Capitolis Liquid Global Markets LLC new | 552,000 | $21M | 0.2% | 2025-Q4 stale |
| Beck Bode, LLC added | 491,864 | $20M | 0.2% | 2025-Q3 stale |
| Aventail Capital Group, LP added | 454,461 | $18M | 0.2% | 2025-Q3 stale |
| Thematics Asset Management | 412,726 | $16M | 0.2% | 2025-Q3 stale |
| AVIVA PLC trimmed | 387,540 | $15M | 0.2% | 2025-Q4 stale |
| Swedbank AB trimmed | 373,159 | $14M | 0.2% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 305,317 | $12M | 0.1% | 2025-Q3 stale |
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.