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
Hennessy Gas Utility Fund Hennessy Funds Trust 100,3003.8M $0.71 %0.04 %as of Apr 30, 2026 ↗
FlexShares STOXX Global Broad Infrastructure Index Fund FlexShares Trust 100,2243.8M $0.12 %0.04 %as of Apr 30, 2026 ↗
Boston Trust Equity Fund Boston Trust Walden Funds 100,0004M $1.72 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 99,6673.8M $0.16 %0.04 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 98,4394M $0.15 %0.03 %as of Mar 31, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 96,5333.9M $0.35 %0.03 %as of Mar 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 96,0353.9M $0.34 %0.03 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 95,6633.7M $0.03 %0.03 %as of Apr 30, 2026 ↗
Nuance Mid Cap Value Fund Managed Portfolio Series 94,9803.6M $1.25 %0.03 %as of Apr 30, 2026 ↗
Boston Trust Midcap Fund Boston Trust Walden Funds 92,4903.7M $1.99 %0.03 %as of Mar 31, 2026 ↗
NYLI Income Builder Fund NEW YORK LIFE INVESTMENTS FUNDS 90,5123.5M $0.31 %0.03 %as of Apr 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 89,9943.4M $0.02 %0.03 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 86,8433.3M $0.04 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 86,6503.3M $0.02 %0.03 %as of Apr 30, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 85,2703.3M $0.13 %0.03 %as of Apr 30, 2026 ↗
Boston Trust Walden Midcap Fund Boston Trust Walden Funds 84,5173.4M $2.18 %0.03 %as of Mar 31, 2026 ↗
Gateway Fund Gateway Trust 83,7203.4M $0.05 %0.03 %as of Mar 31, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 82,7973.3M $0.36 %0.03 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 79,8003.2M $0.00 %0.03 %as of Feb 28, 2026 ↗
iShares Russell 3000 ETF iShares Trust 74,3943M $0.02 %0.03 %as of Mar 31, 2026 ↗
First Trust Indxx Global Natural Resources Income ETF First Trust Exchange-Traded Fund II 73,3803M $2.22 %0.03 %as of Mar 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 71,6702.9M $0.18 %0.03 %as of Feb 28, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 69,3472.8M $0.34 %0.02 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 69,2002.8M $0.00 %0.02 %as of Mar 31, 2026 ↗
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 67,8712.7M $0.45 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 63,7572.6M $0.36 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 63,4442.4M $0.02 %0.02 %as of Apr 30, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 62,8962.5M $0.34 %0.02 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 61,6032.4M $0.02 %0.02 %as of Apr 30, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 61,2542.5M $0.32 %0.02 %as of Mar 31, 2026 ↗
EQ/Invesco Global Real Assets EQ Advisors Trust 61,2332.5M $1.04 %0.02 %as of Mar 31, 2026 ↗
HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust 60,0002.4M $0.61 %0.02 %as of Mar 31, 2026 ↗
Destinations Real Assets Fund Brinker Capital Destinations Trust 59,1692.4M $0.59 %0.02 %as of Feb 28, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 58,7832.3M $0.02 %0.02 %as of Feb 28, 2026 ↗
VanEck Morningstar SMID Moat ETF VanEck ETF Trust 58,2082.3M $0.73 %0.02 %as of Mar 31, 2026 ↗
Transamerica Sustainable Equity Income TRANSAMERICA FUNDS 58,0902.2M $1.07 %0.02 %as of Apr 30, 2026 ↗
ALPS | CoreCommodity Natural Resources ETF FINANCIAL INVESTORS TRUST 57,1962.2M $0.55 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 55,7302.2M $0.26 %0.02 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 55,2372.1M $0.02 %0.02 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 53,7722.1M $0.08 %0.02 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 52,1382.1M $0.12 %0.02 %as of Mar 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 52,1302.1M $0.34 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 49,2701.9M $0.08 %0.02 %as of Apr 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 47,7951.9M $0.02 %0.02 %as of Feb 28, 2026 ↗
NYLIM VP Income Builder Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 47,7681.9M $0.35 %0.02 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 47,6741.9M $0.11 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 45,9461.8M $0.02 %0.02 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 45,3591.8M $0.02 %0.02 %as of Mar 31, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 44,6241.8M $0.35 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 44,5391.7M $0.14 %0.02 %as of Apr 30, 2026 ↗
Global X Clean Water ETF GLOBAL X FUNDS 43,9591.8M $4.25 %0.02 %as of Feb 28, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 43,4371.7M $0.14 %0.02 %as of Feb 28, 2026 ↗
KBI GLOBAL INVESTORS AQUARIUS FUND ADVISORS' INNER CIRCLE III 43,3421.7M $2.85 %0.02 %as of Apr 30, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 43,0771.6M $0.32 %0.02 %as of Apr 30, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 42,7711.6M $0.03 %0.02 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 42,0621.7M $0.02 %0.01 %as of Mar 31, 2026 ↗
MP 63 Fund MP63 FUND INC 41,8451.7M $1.66 %0.01 %as of Feb 28, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 41,5211.6M $0.26 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 41,4831.7M $0.21 %0.01 %as of Feb 28, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 41,0641.6M $0.26 %0.01 %as of Apr 30, 2026 ↗
AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust 39,7801.6M $0.39 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 39,3311.6M $0.39 %0.01 %as of Feb 28, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 39,1991.5M $0.31 %0.01 %as of Apr 30, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 38,9521.6M $0.35 %0.01 %as of Mar 31, 2026 ↗
Tortoise Global Water Fund Tortoise Capital Series Trust 37,0141.5M $2.49 %0.01 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 35,5201.4M $0.19 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 34,5161.4M $0.40 %0.01 %as of Mar 31, 2026 ↗
SPIRIT OF AMERICA UTILITIES FUND Spirit of America Investment Fund, Inc. 34,3501.4M $2.37 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 33,5571.3M $0.04 %0.01 %as of Apr 30, 2026 ↗
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 33,4931.3M $0.41 %0.01 %as of Apr 30, 2026 ↗
Shelton Sustainable Equity Fund SHELTON FUNDS 33,4001.3M $1.83 %0.01 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 33,2771.3M $0.20 %0.01 %as of Apr 30, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 32,4611.2M $0.32 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 32,3271.2M $0.16 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 31,9161.3M $0.13 %0.01 %as of Mar 31, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 31,8721.3M $0.27 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 30,8311.2M $0.02 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 30,3351.2M $0.04 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 29,6201.1M $0.12 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 29,4151.2M $0.10 %0.01 %as of Feb 28, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 28,1561.1M $0.02 %0.01 %as of Mar 31, 2026 ↗
LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 28,0351.1M $0.39 %0.01 %as of Mar 31, 2026 ↗
Multi-Manager Global Listed Infrastructure Fund Northern Funds 26,8461.1M $0.11 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 26,4681M $0.36 %0.01 %as of Apr 30, 2026 ↗
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 25,390969.9K $2.14 %0.01 %as of Apr 30, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 23,607950.7K $0.32 %0.01 %as of Mar 31, 2026 ↗
ProShares DJ Brookfield Global Infrastructure ETF ProShares Trust 23,595943.1K $0.52 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 23,302938.4K $0.25 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World ETF iShares, Inc. 22,811911.8K $0.01 %0.01 %as of Feb 28, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 22,712914.6K $0.09 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 22,597903.2K $0.02 %0.01 %as of Feb 28, 2026 ↗
Boston Trust Walden Balanced Fund Boston Trust Walden Funds 22,500906.1K $0.67 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 22,426903.1K $0.06 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 22,263896.5K $0.17 %0.01 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 21,701873.9K $0.06 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 21,509859.7K $0.02 %0.01 %as of Feb 28, 2026 ↗
Leatherback Long/short Alternative Yield ETF Tidal Trust I 21,446857.2K $4.12 %0.01 %as of Feb 28, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 20,858840K $0.35 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 20,429822.7K $0.22 %0.01 %as of Mar 31, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 19,732788.7K $0.40 %0.01 %as of Feb 28, 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