Essential Utilities, Inc.
Essential Utilities, Inc. (WTRG) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · WTRG · as of Sep 30, 2024
Ownership Breakdown
633
Institutional Holders
▲ 28 vs Q2
$8.09B
Total Inst. Value
▲ $77.54M vs Q2
283.63M
Shares Outstanding
freeFloat 99.67%
211.01M
13F Shares Held
▼ 3.64M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
WTRG largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. water supply | 31.17M | 11.37% | 11.37% | $1.20T | Nov 13, 2024 | NEW |
VANGUARD GROUP INC water supply | 27.82M | 10.15% | 10.15% | $1.07T | Nov 13, 2024 | ▼ 5.6K |
CANADA PENSION PLAN INVESTMENT BOARD water supply | 21.66M | 7.90% | 7.90% | $835.47B | Nov 14, 2024 | — held |
STATE STREET CORP water supply | 12.47M | 4.55% | 4.55% | $480.82B | Nov 14, 2024 | ▼ 316.2K |
AMUNDI water supply | 7.83M | 2.86% | 2.86% | $301.48B | Nov 13, 2024 | ▲ 350.6K |
NORDEA INVESTMENT MANAGEMENT AB water supply | 5.84M | 2.13% | 2.13% | $223.17B | Nov 5, 2024 | ▲ 802.5K |
PICTET ASSET MANAGEMENT HOLDING SA water supply | 5.13M | 1.87% | 1.87% | $197.81B | Nov 12, 2024 | ▲ 273.4K |
GEODE CAPITAL MANAGEMENT, LLC water supply | 4.31M | 1.57% | 1.57% | $165.70B | Nov 12, 2024 | ▲ 82.5K |
INVESCO LTD. water supply | 3.45M | 1.26% | 1.26% | $133.22B | Nov 12, 2024 | ▼ 750.8K |
MORGAN STANLEY water supply | 3.26M | 1.19% | 1.19% | $125.93B | May 14, 2025 | ▲ 92.5K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
29
Increased
+11.51M shares1
New Positions
first time holders18
Decreased
−16.70M shares0
Sold Out
fully exitedNet shares change (top 50)
5.19M
+11.51M / −16.70M
Net new holders
+12
1 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
WTRG insider trading · insider activity
Source: SEC Form 4
20
Buy transactions
12
Sell transactions
1.67
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Luning Christopher Paul EVP, General Counsel | Feb 22, 2026 | Tax Withhold | 3,382 | $38.78 | $131.2K | 84.7K | Form 4 ↗ |
SCHULLER DANIEL Executive Vice President | Feb 22, 2026 | Tax Withhold | 4,683 | $38.78 | $181.6K | 83.5K | Form 4 ↗ |
Huwar Michael President - Peoples | Feb 22, 2026 | Tax Withhold | 1,939 | $38.78 | $75.2K | 21.4K | Form 4 ↗ |
Arnold Colleen President - Aqua | Feb 22, 2026 | Tax Withhold | 2,053 | $38.78 | $79.6K | 1.9K | Form 4 ↗ |
Arnold Colleen President - Aqua | Feb 22, 2026 | Tax Withhold | 1,925 | $38.78 | $74.7K | 20.2K | Form 4 ↗ |
SCHULLER DANIEL Executive Vice President | Feb 22, 2026 | Award | 6,682 | — | — | 88.2K | Form 4 ↗ |
SCHULLER DANIEL Executive Vice President | Feb 22, 2026 | Tax Withhold | 4,681 | $38.78 | $181.5K | 83.5K | Form 4 ↗ |
Huwar Michael President - Peoples | Feb 22, 2026 | Award | 2,598.5 | — | — | 23.4K | Form 4 ↗ |
Huwar Michael President - Peoples | Feb 22, 2026 | Tax Withhold | 2,068 | $38.78 | $80.2K | 21.3K | Form 4 ↗ |
Palmer Bradley John Chief Accounting Officer | Feb 22, 2026 | Award | 246 | — | — | 2.4K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Essential Utilities, Inc. (WTRG) is primarily owned by institutional investors, who hold approximately 74.4% of total shares outstanding. Company insiders own approximately 0.33%, while retail and public investors account for the remaining 25.28%.
The largest institutional shareholder of Essential Utilities, Inc. is BLACKROCK, INC., holding approximately 31.17 million shares — equal to 11.37% of outstanding shares — as of September 30, 2024.
A total of 633 institutional investors currently hold WTRG stock, with a combined institutional value of approximately $8.09 billion as of the most recent 13F filing period.
Frequently asked questions
WTRG ownershipEssential Utilities, Inc. (WTRG) is primarily owned by institutional investors, who hold approximately 74.4% of shares. The largest shareholder is BLACKROCK, INC. with a 11.37% stake. Company insiders hold 0.33%. Data sourced from SEC Form 13F as of September 30, 2024.