Essential Utilities, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 33.00 M | $1.20 B | 5.87% | 12.04% |
VANGUARD GROUP INC | 02/11/2025 | 30.06 M | $1.09 B | 8.07% | 10.97% |
CANADA PENSION PLAN INVESTMENT BOARD | 02/13/2025 | 21.66 M | $786.73 M | 0.00% | 7.90% |
NORDEA INVESTMENT MANAGEMENT AB | 01/06/2025 | 6.81 M | $247.13 M | 16.66% | 2.49% |
AMUNDI | 02/07/2025 | 6.80 M | $244.60 M | -13.13% | 2.48% |
PICTET ASSET MANAGEMENT HOLDING SA | 02/12/2025 | 6.73 M | $244.30 M | 31.15% | 2.45% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 4.32 M | $156.53 M | 0.26% | 1.58% |
INVESCO LTD. | 02/13/2025 | 3.69 M | $134.03 M | 6.84% | 1.35% |
FIRST TRUST ADVISORS LP | 02/13/2025 | 3.24 M | $117.73 M | -0.14% | 1.18% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 3.22 M | $116.79 M | -11.38% | 1.17% |
NORGES BANK | 02/12/2025 | 2.82 M | $102.60 M | 100.00% | 1.03% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 2.73 M | $99.19 M | 6.88% | 1.00% |
MACQUARIE GROUP LTD | 02/14/2025 | 2.49 M | $90.30 M | -4.89% | 0.91% |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 02/12/2025 | 2.41 M | $87.55 M | -4.77% | 0.88% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 2.35 M | $85.23 M | 8.93% | 0.86% |
BOSTON TRUST WALDEN CORP | 01/24/2025 | 2.13 M | $77.25 M | 8.37% | 0.78% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 2.07 M | $75.25 M | 10.68% | 0.76% |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 02/06/2025 | 2.04 M | $74.20 M | 42.56% | 0.75% |
TANDEM INVESTMENT ADVISORS, INC. | 02/03/2025 | 2.03 M | $73.61 M | -0.38% | 0.74% |
ALLIANZ ASSET MANAGEMENT GMBH | 02/03/2025 | 1.94 M | $70.31 M | 51.27% | 0.71% |
FIL LTD | 02/13/2025 | 1.89 M | $68.60 M | -3.67% | 0.69% |
EMPOWER ADVISORY GROUP, LLC | 01/31/2025 | 1.66 M | $60.29 M | 4.70% | 0.61% |
FMR LLC | 02/13/2025 | 1.62 M | $58.88 M | -39.46% | 0.59% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.60 M | $58.17 M | 1.76% | 0.58% |
ENSIGN PEAK ADVISORS, INC | 02/14/2025 | 1.59 M | $57.86 M | 74.62% | 0.58% |
UBS GROUP AG | 02/14/2025 | 1.48 M | $53.93 M | 87.73% | 0.54% |
COHEN & STEERS, INC. | 02/13/2025 | 1.44 M | $52.36 M | 100.00% | 0.53% |
EPOCH INVESTMENT PARTNERS, INC. | 02/13/2025 | 1.20 M | $43.47 M | 2.80% | 0.44% |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2025 | 1.05 M | $38.05 M | -2.57% | 0.38% |
FRANKLIN RESOURCES INC | 02/12/2025 | 1.05 M | $38.01 M | 4.92% | 0.38% |
AEGON ASSET MANAGEMENT UK PLC | 01/21/2025 | 984,643 | $35.76 M | -6.12% | 0.36% |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/14/2025 | 953,574 | $34.63 M | 12.45% | 0.35% |
PROSHARE ADVISORS LLC | 02/14/2025 | 873,797 | $31.74 M | 8.46% | 0.32% |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 802,660 | $29.15 M | -3.13% | 0.29% |
RHUMBLINE ADVISERS | 01/30/2025 | 800,784 | $29.08 M | -4.76% | 0.29% |
SWISS NATIONAL BANK | 02/10/2025 | 734,500 | $26.68 M | -4.47% | 0.27% |
GW&K INVESTMENT MANAGEMENT, LLC | 02/05/2025 | 725,797 | $26.36 M | -3.27% | 0.26% |
PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 725,481 | $26.35 M | -5.47% | 0.26% |
AVIVA PLC | 02/13/2025 | 715,212 | $25.98 M | -1.80% | 0.26% |
DEUTSCHE BANK AG\ | 02/14/2025 | 702,130 | $25.50 M | -15.07% | 0.26% |
ENERGY INCOME PARTNERS, LLC | 02/14/2025 | 695,863 | $25.27 M | -6.86% | 0.25% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 595,235 | $21.62 M | -8.90% | 0.22% |
JPMORGAN CHASE & CO | 02/12/2025 | 582,189 | $21.15 M | -38.97% | 0.21% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 565,983 | $20.56 M | 7.29% | 0.21% |
02/14/2025 | 564,212 | $20.44 M | 100.00% | 0.21% | |
GABELLI FUNDS LLC | 02/13/2025 | 551,350 | $20.03 M | 0.00% | 0.20% |
NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 543,404 | $19.74 M | -0.27% | 0.20% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 507,010 | $18.41 M | -0.60% | 0.19% |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 02/11/2025 | 479,238 | $17.41 M | -0.07% | 0.17% |
BARCLAYS PLC | 02/13/2025 | 442,767 | $16.08 M | 25.78% | 0.16% |
Essential Utilities, Inc. institutional Ownership - FAQ's
During the previous two years, 775 institutional investors and hedge funds held shares of Essential Utilities, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 33 M
VANGUARD GROUP INC: 30.06 M
CANADA PENSION PLAN INVESTMENT BOARD: 21.66 M
NORDEA INVESTMENT MANAGEMENT AB: 6.81 M
Amundi: 6.8 M
Pictet Asset Management Holding SA: 6.73 M
79.18% of Essential Utilities, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 250.01 M shares in the last 24 months. This purchase volume represents approximately $8.86 B in transactions.