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
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 19,365739.7K $0.26 %0.01 %as of Apr 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 18,901761.1K $0.17 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 18,675713.4K $0.03 %0.01 %as of Apr 30, 2026 ↗
VY(R) JPMORGAN MID CAP VALUE PORTFOLIO Voya Partners Inc 18,063727.4K $0.40 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 17,916721.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II 17,887720.3K $0.99 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 17,581671.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 17,258695K $0.05 %0.01 %as of Mar 31, 2026 ↗
Nomura Global Listed Real Assets Fund Delaware Pooled Trust 17,042651K $0.64 %0.01 %as of Apr 30, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 16,832677.8K $0.34 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 16,803676.7K $0.02 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 16,739674.1K $0.04 %0.01 %as of Mar 31, 2026 ↗
iShares Climate Conscious & Transition MSCI USA ETF iShares Trust 15,987639K $0.03 %0.01 %as of Feb 28, 2026 ↗
MFG Core Infrastructure Fund MFG Funds, Inc. 15,680631.4K $0.41 %0.01 %as of Mar 31, 2026 ↗
Guardian Global Utilities VIP Fund Guardian Variable Products Trust 15,336617.6K $1.41 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 15,319616.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
Blueprint Chesapeake Multi-Asset Trend ETF Tidal Trust II 15,204612.3K $0.44 %0.01 %as of Mar 31, 2026 ↗
Multi-Asset Absolute Return Fund John Hancock Funds II 14,147565.5K $0.19 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 14,120568.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 14,003563.9K $0.09 %0.00 %as of Mar 31, 2026 ↗
Gateway Equity Call Premium Fund Gateway Trust 13,768554.4K $0.19 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 13,225532.6K $0.13 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 13,023520.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,997496.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
JNL/Morningstar SMID Moat Focus Index Fund JNL Series Trust 12,965522.1K $0.73 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 12,921493.6K $0.26 %0.00 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 12,320470.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 12,071482.5K $0.07 %0.00 %as of Feb 28, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 12,007458.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 11,892478.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 11,856473.9K $0.07 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 11,020421K $0.16 %0.00 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 10,797431.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
abrdn Global Infrastructure Fund abrdn Funds 10,200389.6K $0.75 %0.00 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 10,100406.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 9,889377.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
Utilities Fund Rydex Series Funds 9,805394.8K $1.33 %0.00 %as of Mar 31, 2026 ↗
EIP Growth and Income Fund EIP Investment Trust 9,800374.4K $0.40 %0.00 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Value ETF iShares Trust 9,684387.1K $0.14 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 9,436377.2K $0.25 %0.00 %as of Feb 28, 2026 ↗
iShares ESG MSCI USA Leaders ETF iShares Trust 9,284371.1K $0.04 %0.00 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,219371.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 9,097347.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 9,077365.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 9,051361.8K $0.32 %0.00 %as of Feb 28, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 8,950360.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 8,790351.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 8,605346.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 8,577342.8K $0.24 %0.00 %as of Feb 28, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,546341.6K $0.02 %0.00 %as of Feb 28, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 8,488341.8K $0.04 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 8,329335.4K $0.11 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 7,698310K $0.00 %0.00 %as of Mar 31, 2026 ↗
Nordea Stabil Nordea Funds Ab 7,2112.8M SEK0.21 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 7,063284.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 6,995279.6K $0.12 %0.00 %as of Feb 27, 2026 ↗
Invesco Real Assets ESG ETF Invesco Actively Managed Exchange-Traded Fund Trust 6,755262K $2.20 %0.00 %as of Jan 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 6,673268.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 6,443259.5K $0.09 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 6,385257.1K $0.09 %0.00 %as of Mar 31, 2026 ↗
Nomura Global Listed Infrastructure ETF Nomura ETF Trust 6,244251.4K $3.01 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 6,200249.7K $0.18 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 6,172248.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 6,137247.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 5,777232.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 5,561223.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 5,532221.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
Value Equity Index Fund GuideStone Funds 5,436218.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
AB All Market Total Return Portfolio AB PORTFOLIOS 5,379215K $0.05 %0.00 %as of Feb 28, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 5,293213.1K $0.30 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 5,200209.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 5,084194.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 4,687179K $0.21 %0.00 %as of Apr 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 4,668178.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
Utilities Fund Rydex Variable Trust 4,571184.1K $1.41 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 4,498181.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 4,485180.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
iShares Environmental Infrastructure and Industrials ETF iShares Trust 4,301173.2K $3.16 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 4,298171.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 4,287172.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 3,991152.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
BTS Enhanced Equity Income Fund Northern Lights Fund Trust 3,981160.3K $1.80 %0.00 %as of Mar 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 3,963151.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
Rpar Risk Parity ETF Tidal Trust I 3,774152K $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 3,730149.1K $0.04 %0.00 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 3,663147.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
The Gabelli Equity Income Fund Gabelli Equity Series Funds Inc 3,600145K $0.03 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 3,407137.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 3,210128.3K $0.08 %0.00 %as of Feb 28, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 3,190128.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 3,180121.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
HUSSMAN STRATEGIC ALLOCATION FUND Hussman Investment Trust 3,000120.8K $0.46 %0.00 %as of Mar 31, 2026 ↗
Skandia Balanserad Skandia Fonder AB 2,8001.1M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 2,561103.1K $0.12 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 2,39396.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 2,36795.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 2,35294K $0.08 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 2,33693.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 2,26786.6K $0.21 %0.00 %as of Apr 30, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 2,25086K $0.01 %0.00 %as of Apr 30, 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