Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
675 institutional managers reported holding WTRG for the quarter ended Mar 31, 2026. Together they hold about 76% of shares outstanding; the top 10 hold 38%. 85 opened new positions; 84 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 31.57M | 11.13% | $1.27B | trimmed -8.1% | 2020 Q1 |
| Vanguard Group | 31.54M | 11.12% | $1.27B | added +1.8% | 2020 Q1 |
| State Street | 12.43M | 4.38% | $500.7M | trimmed -10.1% | 2020 Q1 |
| Nordea Investment Management AB | 7.49M | 2.64% | $301.6M | trimmed -1.8% | 2020 Q1 |
| Geode Capital | 5.22M | 1.84% | $210.4M | unchanged | 2020 Q1 |
| Amundi | 4.54M | 1.60% | $182.9M | trimmed -28.3% | 2020 Q1 |
| AQR Capital | 4.29M | 1.51% | $173.0M | added +116.9% | 2020 Q1 |
| Invesco | 4.27M | 1.50% | $172.0M | added +7.7% | 2020 Q1 |
| Millennium Management | 4.06M | 1.43% | $163.6M | added +223.6% | 2020 Q1 |
| Pictet Asset Management Holding SA | 3.61M | 1.27% | $145.2M | trimmed -20.6% | 2020 Q1 |
| Legal & General Group PLC | 3.41M | 1.20% | $137.3M | trimmed -17.8% | 2020 Q1 |
| Qube Research & Technologies LTD | 3.28M | 1.16% | $132.1M | opened | 2026 Q1 |
| Morgan Stanley | 3.22M | 1.14% | $129.7M | trimmed -5.9% | 2020 Q1 |
| Northern Trust | 3.20M | 1.13% | $129.0M | trimmed -1.3% | 2020 Q1 |
| Balyasny Asset Management | 3.09M | 1.09% | $124.4M | added +2522.9% | 2025 Q1 |
| Antipodes Partners LTD | 3.02M | 1.06% | $121.6M | trimmed -7.8% | 2025 Q3 |
| Dimensional Fund Advisors | 2.88M | 1.02% | $116.1M | added +3.8% | 2020 Q1 |
| Goldman Sachs | 2.84M | 1.00% | $114.4M | added +80.3% | 2020 Q1 |
| BNY Mellon | 2.52M | 0.89% | $101.6M | trimmed -8.2% | 2020 Q1 |
| Boston Trust Walden CORP | 2.48M | 0.88% | $100.0M | trimmed -3% | 2023 Q3 |
| Nomura Asset Management International INC. | 2.37M | 0.83% | $95.3M | trimmed -40.2% | 2024 Q4 |
| Jane Street | 2.31M | 0.81% | $93.1M | trimmed -7.1% | 2020 Q1 |
| Duff & Phelps Investment Management CO | 2.19M | 0.77% | $88.2M | unchanged | 2020 Q1 |
| UBS | 2.16M | 0.76% | $87.0M | trimmed -36.2% | 2020 Q1 |
| Charles Schwab Investment Management | 1.99M | 0.70% | $80.0M | added +3.4% | 2020 Q1 |
| FIL LTD | 1.95M | 0.69% | $78.7M | added +13.6% | 2023 Q3 |
| First Trust Advisors LP | 1.91M | 0.67% | $77.0M | trimmed -53.9% | 2020 Q1 |
| Empower Advisory Group, LLC | 1.81M | 0.64% | $72.9M | added +7.1% | 2023 Q1 |
| Assenagon Asset Management S.a. | 1.74M | 0.61% | $70.3M | added +611.4% | 2022 Q3 |
| T. Rowe Price | 1.53M | 0.54% | $61.7M | added +548.2% | 2020 Q1 |
| Susquehanna International Group | 1.49M | 0.53% | $60.0M | trimmed -50% | 2020 Q1 |
| Bank OF America CORP /DE/ | 1.47M | 0.52% | $59.4M | added +9.9% | 2020 Q1 |
| Tudor Investment | 1.39M | 0.49% | $55.8M | opened | 2026 Q1 |
| Franklin Resources | 1.37M | 0.48% | $55.1M | unchanged | 2020 Q1 |
| Ensign Peak Advisors, INC | 1.35M | 0.47% | $54.3M | trimmed -22.9% | 2020 Q1 |
| Arrowstreet Capital | 1.28M | 0.45% | $51.6M | added +1499.9% | 2022 Q2 |
| Magnetar Financial LLC | 1.20M | 0.42% | $48.5M | unchanged | 2025 Q3 |
| Epoch Investment Partners, INC. | 1.19M | 0.42% | $47.9M | added +4.7% | 2024 Q1 |
| Gotham Asset Management | 913.5k | 0.32% | $36.8M | trimmed -3.1% | 2021 Q2 |
| AllianceBernstein | 908.0k | 0.32% | $36.6M | added +39% | 2020 Q1 |
| Citigroup INC | 879.7k | 0.31% | $35.4M | trimmed -2.2% | 2020 Q1 |
| Nuveen | 855.1k | 0.30% | $34.4M | added +52.7% | 2020 Q1 |
| Rhumbline Advisers | 829.4k | 0.29% | $33.4M | trimmed -3.3% | 2020 Q1 |
| Gw&k Investment Management, LLC | 799.2k | 0.28% | $32.2M | trimmed -1.8% | 2022 Q1 |
| Jones Financial Companies Lllp | 766.6k | 0.27% | $30.9M | added +67.4% | 2022 Q3 |
| Grantham, Mayo, Van Otterloo & CO. LLC | 748.8k | 0.26% | $30.2M | opened | 2026 Q1 |
| FMR (Fidelity) | 725.0k | 0.26% | $29.2M | added +153.8% | 2020 Q1 |
| Allianz Asset Management GmbH | 703.6k | 0.25% | $28.3M | trimmed -47.1% | 2021 Q2 |
| Squarepoint Ops LLC | 691.5k | 0.24% | $27.9M | added +37.7% | 2025 Q4 |
| ProShare Advisors LLC | 685.8k | 0.24% | $27.6M | trimmed -17.3% | 2020 Q1 |
Largest 50 of 675 shown; the full ranked, searchable register is at boothcheck.com/holders/WTRG. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.