Security Snapshot

Essential Utilities, Inc. - Common Stock, par value $0.50 per share (WTR) Institutional Ownership

CUSIP: 03836W103

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2021

13F reference period

n/a

Institutions Reporting

Shares (Excl. Options)

Price

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Shares outstanding
280,314,784
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • WTR - Essential Utilities, Inc. - Common Stock, par value $0.50 per share is tracked under CUSIP 03836W103.
  • 13F reference-period holder data is not available.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder data for the Q2 2026 reference period is not available.
  • Available periods remain in the history table; they do not substitute for the headline period.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Schedule 13D/G

Ownership context comes from Schedule 13D/G and available holder history for this CUSIP.

Open SEC evidence

Security key

03836W103

13F reference period

n/a

13F holders

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
WTR
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
CANADA PENSION PLAN INVESTMENT BOARD 4.2% 11,661,095 Canada Pension Plan Investment Board 03 Jun 2025

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
32
Headline period
n/a
Rows shown
1-25 of 32
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2021 Q4 0 $0 -$1,937,000 0
2021 Q3 42,045 $1,937,000 -$42,154 $46.07 1
2021 Q2 42,960 $1,963,000 $45.69 1
2021 Q1 42,960 $1,922,000 -$654,267 $44.74 1
2020 Q4 57,584 $2,723,000 -$9,405,812 $47.29 1
2020 Q3 290,816 $11,705,000 +$547,406 $40.25 2
2020 Q2 277,216 $11,709,000 -$3,126,615 $42.24 2
2020 Q1 338,182 $14,049,000 -$7,037,628,484 $40.70 4
2019 Q4 150,994,960 $7,085,008,272 +$185,247,374 $46.94 571
2019 Q3 147,081,219 $6,592,984,439 -$11,404,292 $44.83 569
2019 Q2 143,947,414 $5,953,710,207 +$1,594,369,232 $41.37 536
2019 Q1 106,018,376 $3,863,397,235 +$193,880,201 $36.44 528
2018 Q4 100,689,354 $3,441,881,594 +$52,868,099 $34.19 510
2018 Q3 98,467,410 $3,632,847,339 +$39,920,339 $36.90 498
2018 Q2 97,518,054 $3,430,549,209 -$20,768,336 $35.18 482
2018 Q1 97,995,586 $3,337,936,482 +$62,704,389 $34.06 475
2017 Q4 96,133,338 $3,770,543,245 +$105,035,914 $39.23 481
2017 Q3 93,234,627 $3,095,077,593 +$39,137,778 $33.19 419
2017 Q2 92,068,385 $3,063,012,337 +$46,712,912 $33.30 407
2017 Q1 90,701,444 $2,916,634,626 +$491,521,452 $32.15 421
2016 Q4 89,170,547 $2,679,414,819 +$80,967,938 $30.04 428
2016 Q3 85,995,911 $2,620,150,626 +$14,080,577 $30.48 407
2016 Q2 85,713,509 $3,042,407,520 +$9,095,859 $35.66 409
2016 Q1 85,846,505 $2,725,783,434 +$28,209,740 $31.82 394
2015 Q4 84,830,176 $2,528,297,432 +$9,887,630 $29.80 366
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