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Essential Utilities, Inc. (WTRG) institutional ownership

Latest close $38.76 Jul 8, 2026
Market cap$11.6B 52-week range SectorUtilities
Funds holding · Q1 2026
621
reported WTRG position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net sold $354M
304 buyers · 317 sellers

Essential Utilities, Inc. (WTRG) price and institutional activity

Dates

Q1 2026

$1.1B bought by 304 investors
Qube Research & Technologies Ltd$129MBalyasny Asset Management L.P.$117M +302 more
$1.4B sold by 317 investors
Norges-$158MBlackRock-$109M +315 more
Sign in to see who bought
Bought Sold Totals per quarter; hover a bar for the names.

Essential Utilities, Inc. (WTRG) institutional activity · 621

Investor Type Est. change Change Δ Own Date
Norges · Exited −$158M
Change −4.0M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$158M −4.0M −100.0% Q1 2026
Qube Research & Technologies Ltd · New +$129M
Change +3.3M Date Q1 2026
Qube Research & Technologies Ltd New· Q1 2026 +$129M +3.3M Q1 2026
Balyasny Asset Management L.P. · Added +$117M
Change +3.0M Date Q1 2026
Balyasny Asset Management L.P. Added· Q1 2026 +$117M +3.0M Q1 2026
Millennium Management LLC · Added +$111M
Change +2.8M Date Q1 2026
Millennium Management LLC Added· Q1 2026 +$111M +2.8M Q1 2026
BlackRock · Reduced −$109M
Change −2.8M Date Q1 2026
BlackRock Reduced· Q1 2026 −$109M −2.8M Q1 2026
First Trust Advisors LP · Reduced −$88M
Change −2.2M Date Q1 2026
First Trust Advisors LP Reduced· Q1 2026 −$88M −2.2M Q1 2026
AQR Arbitrage LLC · Added +$86M
Change +2.2M Date Q1 2026
AQR Arbitrage LLC Added· Q1 2026 +$86M +2.2M Q1 2026
Amundi · Reduced −$71M
Change −1.8M Date Q1 2026
Amundi Reduced· Q1 2026 −$71M −1.8M Q1 2026
Cbre Investment Management Listed Real Assets LLC · Reduced −$66M
Change −1.7M Date Q1 2026
Cbre Investment Management Listed Real Assets LLC Reduced· Q1 2026 −$66M −1.7M Q1 2026
Nomura Asset Management International Inc. · Reduced −$62M
Change −1.6M Date Q1 2026
Nomura Asset Management International Inc. Reduced· Q1 2026 −$62M −1.6M Q1 2026
JPMorgan Chase & Co · Reduced −$61M
Change −1.5M Date Q1 2026
JPMorgan Chase & Co Reduced· Q1 2026 −$61M −1.5M Q1 2026
Assenagon Asset Management S.A. · Added +$59M
Change +1.5M Date Q1 2026
Assenagon Asset Management S.A. Added· Q1 2026 +$59M +1.5M Q1 2026
Susquehanna International Group, LLP · Reduced −$59M
Change −1.5M Date Q1 2026
Susquehanna International Group, LLP Reduced· Q1 2026 −$59M −1.5M Q1 2026
State Street · Reduced −$55M
Change −1.4M Date Q1 2026
State Street Reduced· Q1 2026 −$55M −1.4M Q1 2026
Tudor Investment Corp Et Al · New +$55M
Change +1.4M Date Q1 2026
Tudor Investment Corp Et Al New· Q1 2026 +$55M +1.4M Q1 2026
Data through Q1 2026 · filed Jun 8, 2026
15 of 621

Famous investor activity in Essential Utilities, Inc. (WTRG)

Essential Utilities, Inc. (WTRG) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Amato Elizabeth B. · Director Grant (A) $135K
Price $36.82 Qty 4K Owned 27K ΔOwn +16.0% Trade date Jun 23, 2026 Filed date Jun 24, 2026
Amato Elizabeth B. Director Grant (A) $36.82 4K $135K 27K +16.0% Jun 23, 2026 Jun 24, 2026
Hilferty Daniel J. III · Director Grant (A) $135K
Price $36.82 Qty 4K Owned 38K ΔOwn +10.7% Trade date Jun 23, 2026 Filed date Jun 24, 2026
Hilferty Daniel J. III Director Grant (A) $36.82 4K $135K 38K +10.7% Jun 23, 2026 Jun 24, 2026
Ciesinski David Alan · Director Grant (A) $135K
Price $36.82 Qty 4K Owned 17K ΔOwn +27.9% Trade date Jun 23, 2026 Filed date Jun 24, 2026
Ciesinski David Alan Director Grant (A) $36.82 4K $135K 17K +27.9% Jun 23, 2026 Jun 24, 2026
Lewis Wilbert Bryan · Director Grant (A) $135K
Price $36.82 Qty 4K Owned 14K ΔOwn +35.5% Trade date Jun 23, 2026 Filed date Jun 24, 2026
Lewis Wilbert Bryan Director Grant (A) $36.82 4K $135K 14K +35.5% Jun 23, 2026 Jun 24, 2026
Linde Tamara Louise · Director Grant (A) $135K
Price $36.82 Qty 4K Owned 11K ΔOwn +53.4% Trade date Jun 23, 2026 Filed date Jun 24, 2026
Linde Tamara Louise Director Grant (A) $36.82 4K $135K 11K +53.4% Jun 23, 2026 Jun 24, 2026
Bruner Christopher L. · Director Grant (A) $135K
Price $36.82 Qty 4K Owned 11K ΔOwn +53.4% Trade date Jun 23, 2026 Filed date Jun 24, 2026
Bruner Christopher L. Director Grant (A) $36.82 4K $135K 11K +53.4% Jun 23, 2026 Jun 24, 2026
Schuller Daniel · Officer Tax withholding or exercise payment (F) -$182K
Price $38.78 Qty -5K Owned 84K Trade date Feb 22, 2026 Filed date Feb 24, 2026
Schuller Daniel Officer Tax withholding or exercise payment (F) $38.78 -5K -$182K 84K Feb 22, 2026 Feb 24, 2026
Schuller Daniel · Officer Grant (A) 7K
Owned 88K Trade date Feb 22, 2026 Filed date Feb 24, 2026
Schuller Daniel Officer Grant (A) 7K 88K Feb 22, 2026 Feb 24, 2026
Huwar Michael · Officer Tax withholding or exercise payment (F) -$80K
Price $38.78 Qty -2K Owned 21K Trade date Feb 22, 2026 Filed date Feb 24, 2026
Huwar Michael Officer Tax withholding or exercise payment (F) $38.78 -2K -$80K 21K Feb 22, 2026 Feb 24, 2026
Huwar Michael · Officer Grant (A) 3K
Owned 23K Trade date Feb 22, 2026 Filed date Feb 24, 2026
Huwar Michael Officer Grant (A) 3K 23K Feb 22, 2026 Feb 24, 2026
Palmer Bradley John · Officer Tax withholding or exercise payment (F) -$6K
Price $38.78 Qty -158 Owned 2K Trade date Feb 22, 2026 Filed date Feb 24, 2026
Palmer Bradley John Officer Tax withholding or exercise payment (F) $38.78 -158 -$6K 2K Feb 22, 2026 Feb 24, 2026
Palmer Bradley John · Officer Grant (A) 246
Owned 2K Trade date Feb 22, 2026 Filed date Feb 24, 2026
Palmer Bradley John Officer Grant (A) 246 2K Feb 22, 2026 Feb 24, 2026
Arnold Colleen · Officer Tax withholding or exercise payment (F) -$80K
Price $38.78 Qty -2K Owned 20K Trade date Feb 22, 2026 Filed date Feb 24, 2026
Arnold Colleen Officer Tax withholding or exercise payment (F) $38.78 -2K -$80K 20K Feb 22, 2026 Feb 24, 2026
Arnold Colleen · Officer Grant (A) 3K
Owned 22K Trade date Feb 22, 2026 Filed date Feb 24, 2026
Arnold Colleen Officer Grant (A) 3K 22K Feb 22, 2026 Feb 24, 2026
Franklin Chris · Director, Officer Tax withholding or exercise payment (F) -$697K
Price $38.78 Qty -18K Owned 345K Trade date Feb 22, 2026 Filed date Feb 24, 2026
Franklin Chris Director, Officer Tax withholding or exercise payment (F) $38.78 -18K -$697K 345K Feb 22, 2026 Feb 24, 2026
15 of 32
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Essential Utilities, Inc. (WTRG) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 31.0M
% of shares outstanding 11.4% Filing date Jan 24, 2024
BlackRock Inc. 31.0M 11.4% Jan 24, 2024
Blackrock, Inc. 30.9M
% of shares outstanding 10.9% Filing date Apr 24, 2026
Blackrock, Inc. 30.9M 10.9% Apr 24, 2026
Vanguard Group Inc 28.0M
% of shares outstanding 10.2% Filing date Feb 13, 2024
Vanguard Group Inc 28.0M 10.2% Feb 13, 2024
Canada Pension Plan Investment Board 21.7M
% of shares outstanding 7.9% Filing date Nov 8, 2024
Canada Pension Plan Investment Board 21.7M 7.9% Nov 8, 2024
Vanguard Portfolio Management 16.5M
% of shares outstanding 5.8% Filing date Apr 29, 2026
Vanguard Portfolio Management 16.5M 5.8% Apr 29, 2026
Vanguard Capital Management 15.0M
% of shares outstanding 5.3% Filing date Apr 29, 2026
Vanguard Capital Management 15.0M 5.3% Apr 29, 2026
State Street Corp
% of shares outstanding 4.9% Filing date Jan 25, 2024
State Street Corp 4.9% Jan 25, 2024
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Essential Utilities, Inc. (WTRG) ownership FAQ

Who owns WTRG?

621 reporting institutions disclosed WTRG position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.