Titelia

Fund shareholders of Essential Utilities Inc

ISIN US29670G1022 · United States · LEI 549300ILTEOF3E3QY357

Fund shareholders
365
Of which ETFs
108 257 other funds
Value held
3.2B $ 11.6M € · 3.9M SEK
Share of capital
28.7 % of 283.8M shares on Jul 27, 2026

365 funds hold this company. This table lists the 361 that declare it in a regulatory filing. The other 4 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 9,368,962377.3M $0.36 %3.30 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 9,004,284362.6M $0.02 %3.17 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 6,527,308262.9M $0.16 %2.30 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 4,157,057167.4M $0.28 %1.46 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 3,156,841127.1M $0.16 %1.11 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 2,735,112110.1M $0.53 %0.96 %as of Mar 31, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 1,908,81576.3M $0.69 %0.67 %as of Feb 28, 2026 ↗
Invesco Water Resources ETF Invesco Exchange-Traded Fund Trust 1,827,44069.8M $3.35 %0.64 %as of Apr 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 1,588,63160.7M $0.05 %0.56 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 1,566,89862.6M $0.15 %0.55 %as of Feb 28, 2026 ↗
Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II 1,555,23259.4M $5.74 %0.55 %as of Apr 30, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 1,437,48657.9M $0.73 %0.51 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 1,382,34055.7M $0.36 %0.49 %as of Mar 31, 2026 ↗
Franklin Utilities Fund Franklin Custodian Funds 1,250,00050.3M $0.65 %0.44 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 1,104,66742.2M $0.04 %0.39 %as of Apr 30, 2026 ↗
JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. 1,082,58343.6M $0.40 %0.38 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 1,073,15743.2M $0.09 %0.38 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 1,038,80139.7M $0.08 %0.37 %as of Apr 30, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 847,62034.1M $0.42 %0.30 %as of Mar 31, 2026 ↗
FlexShares Morningstar Global Upstream Natural Resources Index Fund FlexShares Trust 822,03131.4M $0.42 %0.29 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 764,19730.5M $0.22 %0.27 %as of Feb 28, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 740,39128.3M $3.15 %0.26 %as of Apr 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 738,40228.2M $0.07 %0.26 %as of Apr 30, 2026 ↗
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 705,49828.4M $0.22 %0.25 %as of Mar 31, 2026 ↗
ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust 653,72826.1M $1.48 %0.23 %as of Feb 28, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 645,95326M $0.04 %0.23 %as of Mar 31, 2026 ↗
Virtus Duff & Phelps Water Fund Virtus Strategy Trust 640,27125.8M $5.04 %0.23 %as of Mar 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 628,66825.3M $0.68 %0.22 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 530,39621.2M $0.02 %0.19 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 490,48618.7M $0.13 %0.17 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 475,88518.2M $0.10 %0.17 %as of Apr 30, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 439,25017.7M $1.00 %0.15 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 436,11617.6M $0.73 %0.15 %as of Mar 31, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 433,72116.6M $0.67 %0.15 %as of Apr 30, 2026 ↗
First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV 431,77816.5M $0.40 %0.15 %as of Apr 30, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 430,81517.2M $0.33 %0.15 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 421,64016.9M $0.02 %0.15 %as of Feb 28, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 404,77516.3M $0.12 %0.14 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA ETF iShares Trust 392,44815.7M $0.10 %0.14 %as of Feb 28, 2026 ↗
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 392,31415.8M $0.28 %0.14 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 366,30914.8M $0.02 %0.13 %as of Mar 31, 2026 ↗
GMO Alternative Allocation Fund GMO TRUST 305,98412.2M $1.50 %0.11 %as of Feb 28, 2026 ↗
Dunham Monthly Distribution Fund Dunham Funds 292,90611.2M $3.96 %0.10 %as of Apr 30, 2026 ↗
Fidelity Water Sustainability Fund Fidelity Summer Street Trust 292,12511.7M $6.70 %0.10 %as of Feb 28, 2026 ↗
Boston Trust SMID Cap Fund Boston Trust Walden Funds 290,33811.7M $1.68 %0.10 %as of Mar 31, 2026 ↗
Diversified Real Asset Fund Principal Funds, Inc 288,27811.5M $0.43 %0.10 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 286,95411.5M $0.02 %0.10 %as of Feb 28, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 285,53111.5M $0.35 %0.10 %as of Mar 31, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 283,21911.4M $0.31 %0.10 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 274,58110.5M $0.02 %0.10 %as of Apr 30, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 272,01010.4M $0.64 %0.10 %as of Apr 30, 2026 ↗
Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 262,09210.5M $1.38 %0.09 %as of Feb 28, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 238,1309.6M $0.04 %0.08 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 235,7949M $0.02 %0.08 %as of Apr 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 233,1309.3M $0.68 %0.08 %as of Feb 28, 2026 ↗
Calvert Global Water Fund Calvert Impact Fund, Inc. 233,1229.4M $1.74 %0.08 %as of Mar 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 231,9509.3M $0.35 %0.08 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 218,8738.4M $0.02 %0.08 %as of Apr 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 216,1068.6M $0.33 %0.08 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 214,7158.2M $0.01 %0.08 %as of Apr 30, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 208,6648.3M $0.32 %0.07 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 205,9367.9M $0.02 %0.07 %as of Apr 30, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 202,5937.7M $0.60 %0.07 %as of Apr 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 202,3088.1M $0.02 %0.07 %as of Mar 31, 2026 ↗
Global Shareholder Yield Fund John Hancock Funds III 200,0648.1M $0.61 %0.07 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 184,5177.4M $0.15 %0.07 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 183,4167.4M $0.03 %0.06 %as of Mar 31, 2026 ↗
Mid Cap Index Fund Northern Funds 178,0717.2M $0.35 %0.06 %as of Mar 31, 2026 ↗
NYLI Merger Arbitrage ETF New York Life Investments ETF Trust 168,5446.4M $2.58 %0.06 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 166,1426.3M $0.02 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 163,3236.5M $0.02 %0.06 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 163,2316.5M $0.04 %0.06 %as of Feb 28, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 161,8636.5M $0.02 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 159,3986.4M $0.01 %0.06 %as of Mar 31, 2026 ↗
NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 150,2885.7M $0.49 %0.05 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 149,0616M $0.04 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 146,9765.6M $0.02 %0.05 %as of Apr 30, 2026 ↗
Transamerica Aegon Sustainable Equity Income VP TRANSAMERICA SERIES TRUST 144,6905.8M $1.27 %0.05 %as of Mar 31, 2026 ↗
Utilities Fund American Century Quantitative Equity Funds, Inc. 141,5965.7M $1.82 %0.05 %as of Mar 31, 2026 ↗
Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust 137,7955.5M $0.09 %0.05 %as of Mar 31, 2026 ↗
JNL/Mellon Utilities Sector Fund JNL Series Trust 135,5935.5M $0.64 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 133,0925.4M $0.02 %0.05 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 132,1075.3M $0.35 %0.05 %as of Mar 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 131,6095.3M $0.35 %0.05 %as of Mar 31, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 124,6475M $0.53 %0.04 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 124,1985M $0.02 %0.04 %as of Feb 28, 2026 ↗
NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 122,8634.9M $0.55 %0.04 %as of Mar 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 114,2384.4M $0.31 %0.04 %as of Apr 30, 2026 ↗
NYLI Epoch Global Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 114,1674.4M $0.47 %0.04 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 114,1294.4M $0.03 %0.04 %as of Apr 30, 2026 ↗
Mast Multialternative Strategy Fund Investment Managers Series Trust III 110,2544.2M $2.04 %0.04 %as of Apr 30, 2026 ↗
Boston Trust Asset Management Fund Boston Trust Walden Funds 110,0004.4M $0.89 %0.04 %as of Mar 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 108,2544.1M $0.31 %0.04 %as of Apr 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 106,6744.3M $0.35 %0.04 %as of Mar 31, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 105,6024.3M $0.82 %0.04 %as of Mar 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 105,0664.2M $0.16 %0.04 %as of Mar 31, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 102,7183.9M $0.86 %0.04 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 101,5003.9M $0.19 %0.04 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 101,1993.9M $0.03 %0.04 %as of Apr 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 100,5154M $0.35 %0.04 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Fidelity Water Sustainability Fund Fidelity Summer Street Trust 6.70 %as of Feb 28, 2026 ↗
Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II 5.74 %as of Apr 30, 2026 ↗
Virtus Duff & Phelps Water Fund Virtus Strategy Trust 5.04 %as of Mar 31, 2026 ↗
Global X Clean Water ETF GLOBAL X FUNDS 4.25 %as of Feb 28, 2026 ↗
Leatherback Long/short Alternative Yield ETF Tidal Trust I 4.12 %as of Feb 28, 2026 ↗
Dunham Monthly Distribution Fund Dunham Funds 3.96 %as of Apr 30, 2026 ↗
Invesco Water Resources ETF Invesco Exchange-Traded Fund Trust 3.35 %as of Apr 30, 2026 ↗
iShares Environmental Infrastructure and Industrials ETF iShares Trust 3.16 %as of Mar 31, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3.15 %as of Apr 30, 2026 ↗
Nomura Global Listed Infrastructure ETF Nomura ETF Trust 3.01 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2351-1981,310,569-1.4 %
2026Q1370-3282,438,734-5.3 %
2025Q4402+2187,015,094+7.3 %
2025Q3381+581,086,625+3.7 %
2025Q2376-578,224,620-1.8 %
2025Q1381+579,692,806+7.1 %
2024Q4376-274,420,293-16.9 %
2024Q3378-789,511,586+0.1 %
2024Q2385-889,432,843+25.0 %
2024Q1393+1371,568,745+0.4 %
2023Q438071,296,331

Institutional managers

682 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.31,569,4051.3B $as of Mar 31, 2026
STATE STREET CORP12,431,482500.6M $as of Mar 31, 2026
NORDEA INVESTMENT MANAGEMENT AB7,486,456301.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC5,224,043210.4M $as of Mar 31, 2026
Amundi4,539,553182.8M $as of Mar 31, 2026
Invesco Ltd.4,269,638171.9M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC4,062,482163.6M $as of Mar 31, 2026
Pictet Asset Management Holding SA3,605,451145.2M $as of Mar 31, 2026
Legal & General Group Plc3,408,848137.3M $as of Mar 31, 2026
Qube Research & Technologies Ltd3,278,684132M $as of Mar 31, 2026
MORGAN STANLEY3,219,049129.6M $as of Mar 31, 2026
NORTHERN TRUST CORP3,201,847128.9M $as of Mar 31, 2026
AQR Arbitrage LLC3,137,219126.3M $as of Mar 31, 2026
Balyasny Asset Management L.P.3,088,625124.4M $as of Mar 31, 2026
ANTIPODES PARTNERS Ltd3,018,815121.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,881,490116M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC2,839,278114.3M $as of Mar 31, 2026
Bank of New York Mellon Corp2,523,064101.6M $as of Mar 31, 2026
Boston Trust Walden Corp2,481,44899.9M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.2,353,60594.8M $as of Mar 31, 2026
JANE STREET GROUP, LLC2,310,34993M $as of Mar 31, 2026
JPMORGAN CHASE & CO2,191,97990M $as of Mar 31, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO2,188,78488.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,985,83180M $as of Mar 31, 2026
FIL Ltd1,952,78278.6M $as of Mar 31, 2026

Declared shareholders of Essential Utilities Inc

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
BlackRock, Inc. 10.90 %30,925,357as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.83 %16,523,287as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.28 %14,971,772as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Essential Utilities Inc

185 funds declare 416 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND860.1M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND351.9M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND738.1M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND227M $as of Feb 28, 2026
Baird Short-Term Bond Fund125.5M $as of Mar 31, 2026
Baird Aggregate Bond Fund223.1M $as of Mar 31, 2026
Bridge Builder Core Bond Fund319.6M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF918.3M $as of Feb 28, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND118.3M $as of Apr 30, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF311.4M $as of Feb 28, 2026
Transamerica Short-Term Bond19.9M $as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF79.1M $as of Mar 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF38M $as of Feb 28, 2026
iShares Broad USD Investment Grade Corporate Bond ETF98M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND27.1M $as of Mar 31, 2026
Baird Core Plus Bond Fund17M $as of Mar 31, 2026
Schwab 5-10 Year Corporate Bond ETF36.5M $as of Mar 31, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND35.6M $as of Feb 28, 2026
VOYA INTERMEDIATE BOND FUND25.2M $as of Mar 31, 2026
Invesco BulletShares 2027 Corporate Bond ETF15.1M $as of Feb 28, 2026
VANGUARD SHORT-TERM BOND INDEX FUND24.9M $as of Mar 31, 2026
Nuveen Bond Index Fund94.5M $as of Mar 31, 2026
iShares Core Universal USD Bond ETF104.5M $as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND84.4M $as of Mar 31, 2026
Multi-Manager Total Return Bond Strategies Fund34.3M $as of Feb 28, 2026
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Titelia. "Fund shareholders of Essential Utilities Inc". https://titelia.com/en/stocks/essential-utilities-inc-US29670G1022