WTRG (Essential Utilities) Institutional Ownership: 75.25% (As of Aug. 08, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

WTRG Essential Utilities Inc WTRG
77 GF Score
Price $40.04
GF Value $41.93
Valuation Fairly Valued
! 8 Warning Signs
View Full Analysis

What is Essential Utilities Institutional Ownership?

Essential Utilities WTRG +0.40% 77 Institutional Ownership is 75.25% as of Aug. 08, 2026. GuruFocus rates WTRG with a GF Score™ of 77/100 and a GF Value™ of $41.93 (Fairly Valued). The stock has 8 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Essential Utilities's institutional ownership is 75.25%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Essential Utilities's Insider Ownership is 0.44%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Essential Utilities's Float Percentage Of Total Shares Outstanding is 87.20%.

Essential Utilities Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Essential Utilities's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Essential Utilities Institutional Ownership Chart

Essential Utilities Historical Data

The historical data trend for Essential Utilities can be seen below:

2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30 2026-07-31
Institutional Ownership 56.27 55.18 53.59 52.84 51.61 50.89 49.68 49.71 49.45 49.41
WTRG
77GF Score
Essential Utilities Inc WTRG
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Essential Utilities Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 75.25% mean?
Essential Utilities (WTRG) has a Institutional Ownership of 75.25% as of Aug. 08, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Essential Utilities and its competitors.
Is Essential Utilities' Institutional Ownership too high?
Essential Utilities' current Institutional Ownership is 75.25%. Overall, Essential Utilities has a GF Score™ of 77/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Essential Utilities' Institutional Ownership compare to AWR and CWT?
Essential Utilities' Institutional Ownership of 75.25% can be compared against companies in the Utilities - Regulated industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Utilities - Regulated company?
A good Institutional Ownership depends on the Utilities - Regulated industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Essential Utilities and its competitors. Essential Utilities's current Institutional Ownership is 75.25%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Essential Utilities stock overvalued right now?
Based on GuruFocus' analysis, Essential Utilities (WTRG) is currently considered Fairly Valued. The stock's GF Value™ is $41.93, compared to a current price of $40.04 — trading 4.5% below its estimated fair value. The current Institutional Ownership is 75.25%. Essential Utilities' overall GF Score™ is 77/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Essential Utilities (WTRG), the current Institutional Ownership is 75.25% as of Aug. 08, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Essential Utilities (WTRG) Overvalued in 2026?

Based on GuruFocus' analysis, Essential Utilities stock appears to be undervalued. The current stock price of $40.04 is trading 4.5% below its estimated GF Value™ of $41.93. GuruFocus considers Essential Utilities to be Fairly Valued.

Key valuation signals for WTRG:

  • Institutional Ownership: 75.25%
  • GF Value™: $41.93 vs. price of $40.04 (4.5% below fair value)
  • GF Score™: 77/100 with 8 warning signs

No single metric tells the full story. See the WTRG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Essential Utilities Business Description

Other Exchanges A2A:Germany
Address 762 West Lancaster Avenue, Bryn Mawr, PA, USA, 19010-3489
Essential Utilities is a Pennsylvania-based holding company for US water, wastewater, and natural gas distribution utilities. The company's water business serves 3 million people in eight states. Its largest service territory is in Pennsylvania, primarily suburban Philadelphia. Its Peoples subsidiary serves more than 740,000 gas distribution customers in Pennsylvania and Kentucky. It completed the sale of its West Virginia gas utility and the bulk of its nonregulated assets in 2024. Essential shareholders would own a 31% stake in American Water Works if the proposed all-stock merger closes in 2027.
77GF Score

Get the complete analysis for WTRG

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$40.04
Price
$41.93
GF Value