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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Timothy Plan Defensive Strategies Fund TIMOTHY PLAN | 2,189 | 88.2K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 2,133 | 85.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The Gabelli ABC Fund Gabelli Investor Funds Inc | 2,000 | 80.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 1,890 | 76.1K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,830 | 73.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 1,776 | 71.5K $ | 0.73 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers S&P Dividend Aristocrats Screened ETF DBX ETF Trust | 1,763 | 70.5K $ | 1.30 % | 0.00 % | as of Feb 27, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 1,721 | 69.3K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 1,691 | 67.6K $ | 0.21 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 1,571 | 60K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,521 | 60.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 1,440 | 58K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,400 | 56.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,390 | 56K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust | 1,353 | 54.5K $ | 0.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 1,310 | 50K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 1,268 | 51.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST | 1,237 | 49.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 1,211 | 48.4K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 1,155 | 44.1K $ | 0.31 % | 0.00 % | as of Apr 30, 2026 ↗ |
| NYLI CBRE Real Assets ETF New York Life Investments Active ETF Trust | 1,138 | 43.5K $ | 0.63 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 1,123 | 42.9K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Destinations Shelter Fund Brinker Capital Destinations Trust | 1,077 | 43K $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| 1290 VT GAMCO Mergers & Acquisitions Portfolio EQ Advisors Trust | 1,000 | 40.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Enterprise Mergers and Acquisitions Fund Gabelli 787 Fund, Inc. | 1,000 | 40.3K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 941 | 37.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 905 | 36.2K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 886 | 35.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 874 | 35.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 794 | 32K $ | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III | 742 | 28.3K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Upar Ultra Risk Parity ETF Tidal Trust I | 620 | 25K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 600 | 24.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 594 | 23.9K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 587 | 23.6K $ | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 545 | 20.8K $ | 0.15 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 542 | 20.7K $ | 0.22 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. | 520 | 20.9K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 503 | 20.1K $ | 0.51 % | 0.00 % | as of Feb 27, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 384 | 14.7K $ | 0.59 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. | 364 | 14.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 331 | 13.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 331 | 12.6K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 300 | 12.1K $ | 0.32 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Guinness Atkinson Real Assets Income ETF GUINNESS ATKINSON FUNDS | 276 | 11.1K $ | 2.80 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 236 | 9.5K $ | 0.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Havsfonden FCG Fonder AB | 216 | 82.8K SEK | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| World Energy Fund Cavanal Hill Funds | 177 | 7.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 172 | 6.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 147 | 5.9K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 119 | 4.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco MSCI World SRI Index Fund AIM International Mutual Funds (Invesco International Mutual Funds) | 82 | 3.2K $ | 0.05 % | 0.00 % | as of Jan 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 59 | 2.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Sector Rotation Fund Meeder Funds | 1 | 40.3 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| IBERCAJA MEGATRENDS, FI IBERCAJA GESTION, SGIIC, S.A. | 8.5M € | 1.93 % | as of Dec 31, 2025 ↗ | ||
| IBERCAJA SOSTENIBLE Y SOLIDARIO, FI IBERCAJA GESTION, SGIIC, S.A. | 1.6M € | 0.32 % | as of Dec 31, 2025 ↗ | ||
| IBERCAJA NEW ENERGY, FI IBERCAJA GESTION, SGIIC, S.A. | 881.8K € | 2.44 % | as of Dec 31, 2025 ↗ | ||
| IBERCAJA CONFIANZA SOSTENIBLE, FI IBERCAJA GESTION, SGIIC, S.A. | 310.3K € | 0.30 % | as of Dec 31, 2025 ↗ | ||
| DUNAS SELECCIÓN USA ESG CUBIERTO FI DUNAS CAPITAL ASSET MANAGEMENT S.G.I.I.C., S.A. | 114.4K € | 0.03 % | as of Dec 31, 2025 ↗ | ||
| IBERCAJA INFRAESTRUCTURAS, FI IBERCAJA GESTION, SGIIC, S.A. | 107.8K € | 0.55 % | as of Dec 31, 2025 ↗ | ||
| ASGUARD 2020, SICAV SA IBERCAJA GESTION, SGIIC, S.A. | 23.8K € | 0.89 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 351 | -19 | 81,310,569 | -1.4 % |
| 2026Q1 | 370 | -32 | 82,438,734 | -5.3 % |
| 2025Q4 | 402 | +21 | 87,015,094 | +7.3 % |
| 2025Q3 | 381 | +5 | 81,086,625 | +3.7 % |
| 2025Q2 | 376 | -5 | 78,224,620 | -1.8 % |
| 2025Q1 | 381 | +5 | 79,692,806 | +7.1 % |
| 2024Q4 | 376 | -2 | 74,420,293 | -16.9 % |
| 2024Q3 | 378 | -7 | 89,511,586 | +0.1 % |
| 2024Q2 | 385 | -8 | 89,432,843 | +25.0 % |
| 2024Q1 | 393 | +13 | 71,568,745 | +0.4 % |
| 2023Q4 | 380 | 71,296,331 |
Institutional managers
682 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 31,569,405 | 1.3B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 12,431,482 | 500.6M $ | as of Mar 31, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | 7,486,456 | 301.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 5,224,043 | 210.4M $ | as of Mar 31, 2026 |
| Amundi | 4,539,553 | 182.8M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 4,269,638 | 171.9M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 4,062,482 | 163.6M $ | as of Mar 31, 2026 |
| Pictet Asset Management Holding SA | 3,605,451 | 145.2M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 3,408,848 | 137.3M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 3,278,684 | 132M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,219,049 | 129.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 3,201,847 | 128.9M $ | as of Mar 31, 2026 |
| AQR Arbitrage LLC | 3,137,219 | 126.3M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 3,088,625 | 124.4M $ | as of Mar 31, 2026 |
| ANTIPODES PARTNERS Ltd | 3,018,815 | 121.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,881,490 | 116M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,839,278 | 114.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,523,064 | 101.6M $ | as of Mar 31, 2026 |
| Boston Trust Walden Corp | 2,481,448 | 99.9M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2,353,605 | 94.8M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 2,310,349 | 93M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 2,191,979 | 90M $ | as of Mar 31, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,188,784 | 88.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,985,831 | 80M $ | as of Mar 31, 2026 |
| FIL Ltd | 1,952,782 | 78.6M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 10.90 % | 30,925,357 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 5.83 % | 16,523,287 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.28 % | 14,971,772 | as 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.
Cite this page
Titelia. "Fund shareholders of Essential Utilities Inc". https://titelia.com/en/stocks/essential-utilities-inc-US29670G1022