| 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 31 Dec 2025, 678 institutional investors reported holding 225,267,252 shares of Essential Utilities, Inc. - Common Stock (WTRG). This represents 80% of the company’s total 281,130,055 outstanding shares.
The largest institutional shareholders of Essential Utilities, Inc. - Common Stock (WTRG) together control 56% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12% | 34,344,919 | -7% | 0.02% | $1,317,471,076 |
| VANGUARD GROUP INC | 11% | 30,935,627 | -0.99% | 0.02% | $1,186,690,652 |
| STATE STREET CORP | 4.9% | 13,833,175 | +1.8% | 0.02% | $530,640,593 |
| NORDEA INVESTMENT MANAGEMENT AB | 2.7% | 7,625,755 | -15% | 0.25% | $292,905,249 |
| Amundi | 2.3% | 6,335,695 | +33% | 0.07% | $243,022,562 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 5,233,715 | +2.4% | 0.01% | $200,197,270 |
| Pictet Asset Management Holding SA | 1.6% | 4,539,977 | +20% | 0.17% | $174,162,642 |
| Legal & General Group Plc | 1.5% | 4,149,063 | +19% | 0.04% | $159,158,055 |
| FIRST TRUST ADVISORS LP | 1.5% | 4,142,709 | +0.87% | 0.12% | $158,914,333 |
| NORGES BANK | 1.4% | 4,019,193 | 0.02% | $154,176,243 | |
| Invesco Ltd. | 1.4% | 3,962,841 | +0.85% | 0.02% | $152,014,581 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.4% | 3,940,005 | 0% | 0.23% | $151,138,590 |
| JPMORGAN CHASE & CO | 1.3% | 3,738,180 | -8.2% | 0.01% | $143,396,613 |
| MORGAN STANLEY | 1.2% | 3,420,270 | -6.8% | 0.01% | $131,201,650 |
| ANTIPODES PARTNERS Ltd | 1.2% | 3,274,915 | +2% | 2.6% | $125,635,159 |
| NORTHERN TRUST CORP | 1.2% | 3,243,647 | +2.5% | 0.02% | $124,426,298 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.1% | 2,975,636 | +9476% | 0.16% | $114,145,397 |
| DIMENSIONAL FUND ADVISORS LP | 0.99% | 2,775,238 | +4.3% | 0.02% | $106,459,580 |
| Bank of New York Mellon Corp | 0.98% | 2,747,272 | +1.4% | 0.02% | $105,385,367 |
| Boston Trust Walden Corp | 0.91% | 2,558,690 | -2.5% | 0.74% | $98,151,348 |
| JANE STREET GROUP, LLC | 0.88% | 2,485,693 | +45152% | 0.11% | $95,351,184 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.81% | 2,281,749 | -4% | 0.02% | $87,527,891 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.78% | 2,188,681 | -0.63% | 0.95% | $83,957,803 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 0.7% | 1,971,886 | -28% | 1.1% | $75,641,547 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.68% | 1,919,953 | -5.4% | 0.01% | $73,649,397 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 225,267,252 | $8,640,678,105 | -$252,085,609 | $38.36 | 678 |
| 2025 Q3 | 227,324,788 | $9,061,964,513 | +$303,716,716 | $39.90 | 673 |
| 2025 Q2 | 220,454,991 | $8,193,608,129 | +$81,288,540 | $37.14 | 677 |
| 2025 Q1 | 220,384,415 | $8,712,730,934 | +$119,587,485 | $39.53 | 670 |
| 2024 Q4 | 217,339,775 | $7,889,705,917 | +$229,278,517 | $36.32 | 616 |
| 2024 Q3 | 209,445,282 | $8,076,218,424 | -$198,020,557 | $38.57 | 622 |
| 2024 Q2 | 214,427,044 | $8,001,571,070 | +$57,031,385 | $37.33 | 598 |
| 2024 Q1 | 213,121,076 | $7,890,143,120 | +$323,385,980 | $37.05 | 588 |
| 2023 Q4 | 204,221,664 | $7,626,979,421 | +$141,667,239 | $37.35 | 616 |
| 2023 Q3 | 199,524,311 | $6,848,740,821 | +$279,215,862 | $34.33 | 576 |
| 2023 Q2 | 191,083,983 | $7,629,322,311 | +$5,918,660 | $39.91 | 617 |
| 2023 Q1 | 191,804,853 | $8,370,711,415 | -$72,394,938 | $43.65 | 640 |
| 2022 Q4 | 193,735,132 | $9,249,128,283 | +$198,356,489 | $47.73 | 642 |
| 2022 Q3 | 188,878,199 | $7,819,028,240 | +$66,859,969 | $41.38 | 624 |
| 2022 Q2 | 186,483,674 | $8,551,226,139 | +$365,935,877 | $45.85 | 624 |
| 2022 Q1 | 179,379,379 | $9,169,978,065 | +$176,368,705 | $51.13 | 632 |
| 2021 Q4 | 175,675,290 | $9,423,302,358 | +$207,762,644 | $53.69 | 636 |
| 2021 Q3 | 171,733,845 | $7,911,586,675 | -$59,731,804 | $46.08 | 590 |
| 2021 Q2 | 173,208,549 | $7,914,408,006 | +$36,275,632 | $45.70 | 584 |
| 2021 Q1 | 173,261,536 | $7,759,548,394 | -$71,587,389 | $44.75 | 592 |
| 2020 Q4 | 173,580,328 | $8,204,550,438 | +$111,313,993 | $47.29 | 591 |
| 2020 Q3 | 171,761,897 | $6,911,798,730 | +$236,939,072 | $40.25 | 563 |
| 2020 Q2 | 165,781,685 | $7,008,819,898 | +$89,213,573 | $42.24 | 565 |
| 2020 Q1 | 163,880,952 | $6,671,876,786 | +$6,647,889,442 | $40.70 | 570 |
| 2019 Q4 | 416,139 | $19,542,225 | +$18,998,000 | $46.94 | 20 |
| 2019 Q3 | 8,515 | $381,844 | -$4,483 | $44.83 | 3 |
| 2019 Q2 | 8,615 | $357,667 | $41.37 | 3 | |
| 2019 Q1 | 8,615 | $316,833 | +$38,699 | $36.44 | 3 |
| 2018 Q4 | 7,221 | $246,886 | $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 | $34.06 | 2 | |
| 2017 Q4 | 7,667 | $300,776 | +$146,759 | $39.23 | 2 |
| 2017 Q3 | 3,926 | $130,303 | $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 | $31.82 | 2 |