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Essential Utilities, Inc.

WTRG
Exchange
NYSE
Industry
Water Supply
SEC CIK
0000078128

In the last 90 days, Essential Utilities, Inc. insiders filed 0 open-market purchases and 1 sale; 702 institutions reported holding it in 13F filings for Q2 2026, worth $8.58B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Essential Utilities, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
598
No complete 13F data for Q4 2020
Shares held
172.8M
No complete 13F data for Q4 2020
Total value
$7.74B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting WTRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 598 institutions
Q1 2021: 598 institutionsQ2 2021: 589 institutionsQ3 2021: 597 institutionsQ4 2021: 648 institutionsQ1 2022: 642 institutionsQ2 2022: 636 institutionsQ3 2022: 637 institutionsQ4 2022: 657 institutionsQ1 2023: 650 institutionsQ2 2023: 626 institutionsQ3 2023: 584 institutionsQ4 2023: 623 institutionsQ1 2024: 592 institutionsQ2 2024: 601 institutionsQ3 2024: 629 institutionsQ4 2024: 622 institutionsQ1 2025: 677 institutionsQ2 2025: 683 institutionsQ3 2025: 679 institutionsQ4 2025: 695 institutionsQ1 2026: 698 institutionsQ2 2026: 702 institutions
Value heldQ1 2021: $7.74B
Q1 2021: $7.74BQ2 2021: $7.96BQ3 2021: $7.96BQ4 2021: $9.44BQ1 2022: $9.19BQ2 2022: $8.55BQ3 2022: $7.82BQ4 2022: $9.21BQ1 2023: $8.33BQ2 2023: $7.63BQ3 2023: $6.85BQ4 2023: $7.63BQ1 2024: $7.90BQ2 2024: $8.01BQ3 2024: $8.09BQ4 2024: $7.90BQ1 2025: $8.79BQ2 2025: $8.20BQ3 2025: $9.07BQ4 2025: $8.66BQ1 2026: $8.72BQ2 2026: $8.58B
Institutions holding WTRG and their total value by quarter
QuarterHoldersValue
Q2 2026702$8.58B
Q1 2026698$8.72B
Q4 2025695$8.66B
Q3 2025679$9.07B
Q2 2025683$8.20B
Q1 2025677$8.79B
Q4 2024622$7.90B
Q3 2024629$8.09B
Q2 2024601$8.01B
Q1 2024592$7.90B
Q4 2023623$7.63B
Q3 2023584$6.85B
Q2 2023626$7.63B
Q1 2023650$8.33B
Q4 2022657$9.21B
Q3 2022637$7.82B
Q2 2022636$8.55B
Q1 2022642$9.19B
Q4 2021648$9.44B
Q3 2021597$7.96B
Q2 2021589$7.96B
Q1 2021598$7.74B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WTRG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
HM Payson & Co131,137$5.87M0.16%––
Comerica Bank124,267$5.96M0.04%––
State of New Jersey Common Pension Fund D152,358$6.82M0.02%––
Victory Capital Management Inc158,973$7.11M0.01%––
Wills Financial Group, Inc.164,793$7.37M3.58%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys165,270$7.40M0.09%––
Folger Nolan Fleming Douglas Capital Management, Inc165,350$7.40M0.90%––
Texas Permanent School Fund166,832$7.47M0.09%––
Massachusetts Financial Services Co175,767$7.87M0.00%––
State of Wisconsin Investment Board178,011$7.97M0.02%––
SEI Investments Co183,585$8.21M0.02%––
Brookfield Asset Management Inc.186,430$8.34M0.04%––
Cambiar Investors LLC192,591$8.62M0.30%––
Mutual of America Capital Management LLC200,568$8.97M0.09%––
Magellan Asset Management Ltd201,790$9.03M0.02%––
Ensign Peak Advisors, Inc203,250$9.10M0.02%––
Teacher Retirement System of Texas203,448$9.10M0.05%––
AMP Capital Investors Ltd229,497$10.2M0.05%––
The PNC Financial Services Group, Inc.234,455$10.5M0.01%––
Gradient Investments LLC234,850$10.5M0.34%––
Royal Bank of Canada247,635$11.1M0.00%––
Manufacturers Life Insurance Company, The249,764$11.2M0.01%––
New York State Teachers Retirement System254,240$11.4M0.02%––
Hennessy Advisors Inc257,200$11.5M0.67%––
Zurcher Kantonalbank (Zurich Cantonalbank)261,552$11.7M0.07%––
State Board of Administration of Florida Retirement System269,473$12.1M0.02%––
First Manhattan Co272,170$12.2M0.05%––
Commonwealth Equity Services, LLC275,893$12.3M0.03%––
Rockland Trust Co276,176$12.4M0.89%––
FMR LLC287,061$12.8M0.00%––
Retirement Systems of Alabama291,469$13.0M0.05%––
Great West Life Assurance Co296,236$13.2M0.03%––
Wells Fargo & Company308,324$13.8M0.00%––
UBS Group AG333,718$14.9M0.01%––
Erste Asset Management GmbH344,270$15.2M0.37%––
AQR Capital Management LLC345,467$15.3M0.03%––
Raymond James & Associates349,598$15.6M0.02%––
ProShare Advisors LLC371,627$16.6M0.05%––
Bank of America Corp374,239$16.7M0.00%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund383,656$17.2M0.16%––
Price T Rowe Associates Inc388,355$17.4M0.00%––
Zimmer Partners, LP393,197$17.6M0.24%––
American International Group, Inc.404,694$18.1M0.07%––
Russell Investments Group, Ltd.408,234$18.3M0.03%––
Parametric Portfolio Associates LLC412,992$18.5M0.01%––
Ameriprise Financial Inc423,923$19.0M0.01%––
Cambridge Trust Co444,327$19.9M0.81%––
Public Employees Retirement Association of Colorado459,094$20.5M0.10%––
Deutsche Bank AG466,622$20.9M0.01%––
Cbre Clarion Securities LLC470,385$21.1M0.42%––
Alliancebernstein L.P.476,356$21.3M0.01%––
Credit Suisse AG483,259$21.6M0.02%––
California State Teachers Retirement System539,081$24.1M0.03%––
Nuveen Asset Management, LLC558,511$25.0M0.01%––
Gabelli Funds LLC560,000$25.1M0.17%––
California Public Employees Retirement System568,256$25.4M0.02%––
Macquarie Group Ltd589,050$26.4M0.04%––
Millennium Management LLC590,630$26.4M0.04%––
APG Asset Management N.V.711,321$27.1M0.05%––
Rhumbline Advisers615,771$27.6M0.04%––
Goldman Sachs Group Inc660,451$29.6M0.01%––
JPMorgan Chase & Co678,793$30.4M0.00%––
Sumitomo Mitsui Trust Holdings, Inc.693,372$31.0M0.02%––
New York State Common Retirement Fund714,078$32.0M0.04%––
Ceredex Value Advisors LLC740,331$33.1M0.38%––
Personal Capital Advisors Corp848,320$38.0M0.22%––
Tandem Investment Advisors, Inc.886,382$39.7M3.81%––
First Trust Advisors LP894,852$40.0M0.05%––
Swiss National Bank895,300$40.1M0.03%––
KBC Group NV922,408$41.3M0.17%––
UBS Asset Management Americas Inc949,109$42.5M0.02%––
Dimensional Fund Advisors LP951,126$42.6M0.01%––
Storebrand Asset Management AS1,040,296$46.6M0.25%––
FIL Ltd1,101,034$49.3M0.06%––
Charles Schwab Investment Management Inc1,218,999$54.6M0.02%––
Bank of Montreal1,373,055$62.2M0.04%––
Principal Financial Group Inc1,402,536$62.8M0.04%––
Kames Capital plc1,404,577$62.9M0.93%––
Morgan Stanley1,472,842$65.9M0.01%––
Duff & Phelps Investment Management Co1,475,996$66.1M0.90%––
Franklin Resources Inc1,844,131$82.5M0.03%––
Cohen & Steers, Inc.2,038,405$91.2M0.20%––
Jennison Associates LLC2,204,614$98.7M0.07%––
Amundi Asset Management US, Inc.2,300,807$103.0M0.08%––
Bank of New York Mellon Corp2,529,445$113.2M0.02%––
Legal & General Group Plc2,547,249$114.0M0.04%––
Mitsubishi UFJ Trust & Banking Corp2,564,472$120.8M0.27%––
Geode Capital Management, LLC2,742,888$122.6M0.02%––
Northern Trust Corp2,852,450$127.6M0.02%––
Nuance Investments, LLC2,885,505$129.1M2.41%––
Invesco Ltd.2,967,231$132.8M0.04%––
Impax Asset Management Group plc4,041,077$180.8M0.93%––
Norges Bank4,048,349$181.2M0.04%––
Pictet Asset Management Ltd4,542,119$203.3M0.24%––
State Street Corp10,741,027$480.7M0.03%––
Canada Pension Plan Investment Board21,661,095$969.3M1.26%––
BlackRock Inc.24,702,482$1.11B0.03%––
Vanguard Group Inc25,257,856$1.13B0.03%––