Essential Utilities, Inc. - Common Stock (WTRG)

Historical Holders from Q1 2016 to Q4 2025

Type / Class: Equity / Common Stock
Symbol: WTRG on NYSE
Shares outstanding: 281,130,055
Price per share: $38.36
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares as of 30 Sep 2025: 227,287,646
Holdings value: $9,060,488,897
% of all portfolios: 0.01%
Share change: +7,009,603
Value change: +$300,079,802
Average buys %: +0%
Average sells %: -0%
Number of holders: 669
Price from insider filings: $37.42

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of Essential Utilities, Inc. - Common Stock (WTRG) based on Schedule 13D/G filings

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
BlackRock, Inc.	13%		$1,424,570,328		35,703,517		BlackRock, Inc.	30 Sep 2025

As of 30 Sep 2025, Essential Utilities, Inc. - Common Stock (WTRG) has 669 institutional shareholders filing 13F forms. They hold 227,287,646 shares of 281,130,055 outstanding shares (81%) .

Top 25 institutional shareholders own 59% of the company.

Filer	Ownership	Nb Shares	Share Change %	Portfolio %	Holdings Value
BlackRock, Inc.	13%	36,938,100	+7.9%	0.03%	$1,473,830,205
VANGUARD GROUP INC	11%	31,246,084	+2.8%	0.02%	$1,246,718,752
STATE STREET CORP	4.8%	13,591,999	+5%	0.02%	$542,320,760
CANADA PENSION PLAN INVESTMENT BOARD	4.1%	11,661,095	0%	0.33%	$465,277,691
NORDEA INVESTMENT MANAGEMENT AB	3.2%	8,972,565	+25%	0.31%	$354,057,414
GEODE CAPITAL MANAGEMENT, LLC	1.8%	5,112,768	+8%	0.01%	$203,402,231
Amundi	1.7%	4,749,073	-16%	0.06%	$189,817,810
FIRST TRUST ADVISORS LP	1.5%	4,107,047	-1.2%	0.12%	$163,871,179
JPMORGAN CHASE & CO	1.4%	4,071,929	+588%	0.01%	$162,472,421
Invesco Ltd.	1.4%	3,929,549	+12%	0.02%	$156,789,007
Pictet Asset Management Holding SA	1.4%	3,798,390	-29%	0.15%	$151,542,131
MORGAN STANLEY	1.3%	3,667,916	+10%	0.01%	$146,349,933
MACQUARIE GROUP LTD	1.3%	3,531,965	+33%	0.16%	$140,925,713
Legal & General Group Plc	1.2%	3,486,729	-0.06%	0.03%	$139,120,494
ANTIPODES PARTNERS Ltd	1.1%	3,211,203		2.9%	$128,136,666
NORTHERN TRUST CORP	1.1%	3,164,568	+5%	0.02%	$126,266,263
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.98%	2,754,592	+17%	1.6%	$109,908,221
Bank of New York Mellon Corp	0.96%	2,709,048	+1.1%	0.02%	$108,091,033
DIMENSIONAL FUND ADVISORS LP	0.95%	2,661,704	+33%	0.02%	$106,191,361
Boston Trust Walden Corp	0.93%	2,624,985	+3.1%	0.77%	$104,736,901
CITADEL ADVISORS LLC	0.89%	2,506,973	-11%	0.08%	$100,028,223
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC	0.85%	2,376,018	-17%	0.02%	$94,803,120
DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.78%	2,202,525	+2.8%	1%	$87,880,748
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.72%	2,029,244	-0.15%	0.01%	$80,966,836
GOLDMAN SACHS GROUP INC	0.7%	1,958,386	+178%	0.01%	$78,139,594

Institutional Holders of Essential Utilities, Inc. - Common Stock (WTRG) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q4	8,260,297	$317,262,589	-$50,958,762			$38.36	26
2025 Q3	227,287,646	$9,060,488,897	+$300,079,802	$4,093,740	$11,823,798	$39.90	669
2025 Q2	220,454,991	$8,193,608,129	+$81,288,602	$5,166,174	$14,394,122	$37.14	677
2025 Q1	220,150,533	$8,703,485,437	+$119,955,929	$5,437,312	$6,680,570	$39.53	668
2024 Q4	217,087,651	$7,880,662,044	+$328,421,305	$2,793,008	$1,445,536	$36.32	612
2024 Q3	206,474,136	$7,961,623,085	-$319,379,232	$3,471,300	$3,104,885	$38.57	617
2024 Q2	214,592,719	$8,007,754,503	+$129,662,220	$3,587,413	$2,411,518	$37.33	594
2024 Q1	211,211,354	$7,819,386,755	+$266,850,165	$4,449,705	$2,211,885	$37.05	581
2023 Q4	359,896	$13,442,168	+$1,830,538			$37.35	6
2023 Q3	193,201,347	$6,631,673,741	+$305,433,149	$5,568,326	$1,071,096	$34.33	564
2023 Q2	185,223,030	$7,395,410,832	-$103,283,093	$3,815,396	$1,736,085	$39.91	606
2023 Q1	190,227,356	$8,301,861,201	-$86,593,695	$1,964,250	$5,203,080	$43.65	628
2022 Q4	189,546,837	$9,049,305,361	+$207,237,409	$9,020,970	$2,143,077	$47.73	633
2022 Q3	184,992,125	$7,658,218,098	+$121,722,903	$11,450,000	$14,536,000	$41.38	614
2022 Q2	181,474,236	$8,310,309,190	+$317,154,692	$1,408,000	$3,375,000	$45.85	614
2022 Q1	178,763,244	$9,138,426,806	+$42,500,117	$1,069,000	$3,518,000	$51.13	621
2021 Q4	174,271,957	$9,348,446,022	+$317,964,415	$1,004,000	$3,838,000	$53.69	627
2021 Q3	170,785,060	$7,867,589,580	-$60,343,008	$2,536,000	$4,250,000	$46.08	584
2021 Q2	172,281,707	$7,871,880,548	+$28,617,677	$2,813,000	$2,925,000	$45.70	578
2021 Q1	171,535,131	$7,682,386,112	-$43,092,546	$2,739,000	$5,253,000	$44.75	586
2020 Q4	172,042,246	$8,132,029,946	+$92,833,125	$3,292,000	$10,764,000	$47.29	583
2020 Q3	171,450,118	$6,899,271,097	+$235,602,922	$3,248,000	$4,654,000	$40.25	556
2020 Q2	165,666,030	$7,003,949,953	+$54,768,705	$6,462,000	$4,951,000	$42.24	559
2020 Q1	162,457,654	$6,613,604,323	+$6,593,822,067	$6,761,000	$6,202,000	$40.70	562
2019 Q4	416,139	$19,542,225	+$18,997,993			$46.94	20
2019 Q3	8,515	$381,844	-$4,483			$44.83	3
2019 Q2	8,615	$357,667	$0			$41.37	3
2019 Q1	8,615	$316,833	+$38,699			$36.44	3
2018 Q4	7,221	$246,886	$0			$34.19	2
2018 Q3	7,221	$266,455	-$12,767			$36.90	2
2018 Q2	7,567	$266,207	-$3,518			$35.18	2
2018 Q1	7,667	$261,138	$0			$34.06	2
2017 Q4	7,667	$300,776	+$146,759			$39.23	2
2017 Q3	3,926	$130,303	$0			$33.19	2
2017 Q2	3,926	$130,736	-$3,330			$33.30	2
2017 Q1	4,026	$129,436	-$3,215			$32.15	2
2016 Q4	4,126	$123,946	+$7,390			$30.04	2
2016 Q3	3,880	$118,262	-$3,048			$30.48	2
2016 Q2	3,980	$141,927	-$3,566			$35.66	2
2016 Q1	4,080	$129,826	$0			$31.82	2