Security key
03836W103
Essential Utilities, Inc. - Common Stock, par value $0.50 per share (WTR)
CUSIP: 03836W103
Q3 2016 13F Holders as of 30 Sep 2016
- Security type / class
- Equity / Common Stock, par value $0.50 per share
- Total 13F shares
- 85,995,911
- Total 13F value
- $2,620,150,626
- Share change
- +571,542
- Put/Call ratio
- 92%
- SEC-reported price per share
- $30.48
- Number of holders
- 407
- Value change
- +$14,080,577
- Number of buys
- 161
- Number of sells
- 168
- Shares outstanding
- 280,314,784
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2016
Institutions
407
Top holders
10
WTR full security history
Ownership snapshot
Full 13F holder table
Essential Utilities, Inc. SEC filings
Essential Utilities, Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of WTR - Essential Utilities, Inc. - Common Stock, par value $0.50 per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
VANGUARD GROUP INC
Disclosed value leader
VANGUARD GROUP INC
Comparable rows
0/15
Latest evidence
30 Jun 2016
13F
Highest disclosed value: $531,718,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
VANGUARD GROUP INC has the largest disclosed position value at $531.72M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens VANGUARD GROUP INC's linked filing trail.
Disclosed position value
Top 5
VANGUARD GROUP INC
$531.72M
STATE STREET CORP
$329.86M
BlackRock Fund Advisors
$230.94M
BlackRock Institutional Trust Com...
$187.07M
PICTET ASSET MANAGEMENT LTD
$119.86M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$531,718,000
14,910,774 shares
|
— | 30 Jun 2016 |
| STATE STREET CORP |
13F
Company
|
—
denominator unverified
|
$329,861,000
9,250,088 shares
|
— | 30 Jun 2016 |
| BlackRock Fund Advisors |
13F
Company
|
—
denominator unverified
|
$230,939,000
6,476,132 shares
|
— | 30 Jun 2016 |
| BlackRock Institutional Trust Company, N.A. |
13F
Company
|
—
denominator unverified
|
$187,067,000
5,245,854 shares
|
— | 30 Jun 2016 |
| PICTET ASSET MANAGEMENT LTD |
13F
Company
|
—
denominator unverified
|
$119,858,000
3,709,634 shares
|
— | 30 Jun 2016 |
| Bank of New York Mellon Corp |
13F
Company
|
—
denominator unverified
|
$82,373,000
2,309,926 shares
|
— | 30 Jun 2016 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2016
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
407
Shares
85,995,911
Rows available
407
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2016 vs Q2 2016 Across Filers
Q2 2016 holders
409
Q3 2016 holders
407
Holder diff
-2
| Investor | Q2 2016 Shares | Q3 2016 Shares | Share Diff | Share Chg % | Q2 2016 value | Q3 2016 value | Value change | Value Chg % |
|---|