WTRG Institutional Ownership
Who owns Essential Utilities, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 701 funds reported holding WTRG at Jun 30, 2026, together owning 79.0% of the company.
- ●317 buying vs 302 selling
- ▲Held by funds +2.7 pts
- ●Funds holding +0
- ▲Superinvestors: 5 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 701 | 701 | 0.0% |
| In funds' top 10 | 5 | 5 | 0.0% |
| 13F shares | 224M | 217M | +3.5% |
| Held by funds | 79.0% | 76.4% | +2.7 pts |
| New positions | 67 | 74 | −9.5% |
| Increased | 250 | 215 | +16.3% |
| Reduced | 235 | 250 | −6.0% |
| Sold out | 67 | 77 | −13.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in WTRG
All superinvestors →
Who owns WTRG
share of fund held shares- Index and passive funds44.8%
- Active managers and hedge funds37.4%
- Banks and brokers12.4%
- Pensions, insurers and other5.4%
The top 10 holders own 46.8% of all WTRG shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
193 funds changed their position- Assenagon Asset Management S.A.Added+2.7M sh
- DekaBank Deutsche GirozentraleTrimmed−294K sh
- Boston Trust Walden CorpTrimmed−162K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−99K sh
- Gateway Investment Advisers LLCAdded+64K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11.78% | 33.4M | $1.3B | +1.9M |
| 2 | Vanguard Portfolio Management LLC | 5.76% | 16.3M | $626M | −149K |
| 3 | State Street Corp | 4.62% | 13.1M | $503M | +688K |
| 4 | Vanguard Capital Management LLC | 4.50% | 12.8M | $490M | +121K |
| 5 | Norges Bank | 2.29% | 6.5M | $249M | +6.5M |
| 6 | Geode Capital Management, LLC | 1.86% | 5.3M | $202M | +56K |
| 7 | Nordea Investment Management AB | 1.80% | 5.1M | $197M | −2.4M |
| 8 | Amundi | 1.53% | 4.3M | $166M | −206K |
| 9 | Millennium Management LLC | 1.46% | 4.2M | $159M | +91K |
| 10 | AQR Arbitrage LLC | 1.36% | 3.9M | $148M | +721K |
- Norges Bank+6.5M sh+$249M
- BlackRock, Inc.+1.9M sh+$71.4M
- Nexpoint Asset Management, L.P.+1.8M sh+$68.2M
- SG Americas Securities, LLC+1.2M sh+$46.8M
- LMR Partners LLP+1.1M sh+$41.7M
- Arrowstreet Capital, Limited Partnership+805K sh+$30.8M
- AQR Arbitrage LLC+721K sh+$27.6M
- State Street Corp+688K sh+$26.3M
- Nordea Investment Management AB−2.4M sh−$91.1M
- Invesco Ltd.−1.9M sh−$71.6M
- Qube Research & Technologies Ltd−1.5M sh−$57.6M
- Assenagon Asset Management S.A.−1.3M sh−$48.1M
- Tudor Investment Corp ET AL−1.2M sh−$46.7M
- Pictet Asset Management Holding SA−1.1M sh−$41.4M
- Jane Street Group, LLC−1.1M sh−$41.2M
- Price T Rowe Associates Inc /md/−1M sh−$40M
WTRG institutional ownership FAQ
Who owns the most WTRG stock?
In Q2 2026 13F filings the largest holder of WTRG was BlackRock, Inc., followed by Vanguard Portfolio Management LLC and State Street Corp. Index fund managers are usually the biggest holders of large companies.
What percentage of WTRG is owned by institutions?
Funds that file 13F reports held 79.0% of WTRG's shares at Jun 30, 2026, compared with 76.4% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying WTRG?
In Q2 2026, 317 funds bought WTRG (67 of them new positions) and 302 sold (67 sold out completely). Among well known investors, 5 added and 0 cut. Our fund sentiment for WTRG is bullish.
What is WTRG's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this WTRG ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.