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Of the 15 tracked institutions holding WTRG, 8 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +3.3pt. It's a gauge of who owns the name, not just how many.
Among the 15 tracked institutional investors we monitor, WTRG (ESSENTIAL UTILS INC) is held with a combined value of $3.43B across 86,548,368 shares. The largest holder is BlackRock, Inc. with a position worth $1.27B (0.02% of their portfolio). 3 funds opened new positions in the most recent quarter. 7 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$3.43B
Total Shares Held
86,548,368
Institutional Holders
15
% of Shares Outstanding
30.5%
of 283.63M shares · SEC 2026-04-27
Days to Cover
1.8+1.6%
4.79M shares short · FINRA 2026-06-30
Tracked 13F institutions hold 30.5% of WTRG's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-04-27), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.27B | 0.02% | -8.1% |
| 2 | VANGUARD GROUP INC | $1.19B | 0.02% | -1.0% |
| 3 | STATE STREET CORP | $500.62M | 0.02% | -10.1% |
| 4 | MILLENNIUM MANAGEMENT LLC | $163.60M | 0.07% | +223.6% |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $61.73M | 0.01% | +548.3% |
| 6 | Magnetar Financial LLC | $48.47M | 0.49% | +0.4% |
| 7 | AQR CAPITAL MANAGEMENT LLC | $46.61M | 0.02% | +12.2% |
| 8 | Gotham Asset Management, LLC | $36.79M | 0.11% | -3.1% |
| 9 | Grantham, Mayo, Van Otterloo & Co. LLC | $30.15M | 0.08% | New |
| 10 | FMR LLC | $29.19M | 0.00% | +153.8% |
| Member | Type | Date |
|---|---|---|
| Lisa McClain | Sell | Oct 31, 2025 |
| Lisa McClain | Sell | Oct 30, 2025 |
| Lisa McClain | Buy | Sep 25, 2025 |
| Dan Newhouse | Sell |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of WTRG with a position worth $1.27B, representing 0.02% of their portfolio. In total, 15 institutional investors hold WTRG with a combined value of $3.43B.
In the most recent quarter, 3 funds opened a new position in WTRG. Additionally, 7 increased their holdings and 5 reduced their positions.
Institutional investors hold $3.43B worth of WTRG stock across 15 positions. The largest institutional holder is BlackRock, Inc. with $1.27B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For WTRG, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their WTRG positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Apr 11, 2025 |
Last Close
$39.61
2026-07-24
YTD
+2.4%
59% of 52-week range
