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, Q3 2023
Institutional positions in Essential Utilities, Inc. as of Sep 30, 2023. 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
- 584
- −31 vs. Q2 2023
- Shares held
- 200.0M
- +14.9M (+8.0%) vs. Q2 2023
- Total value
- $6.85B
- −$537.4M (−7.3%) vs. Q2 2023
- New holders
- 41
- 220 more added
- Sold out
- 72
- 208 more reduced
11 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 702 | $8.58B |
| Q1 2026 | 698 | $8.72B |
| Q4 2025 | 695 | $8.66B |
| Q3 2025 | 679 | $9.07B |
| Q2 2025 | 683 | $8.20B |
| Q1 2025 | 677 | $8.79B |
| Q4 2024 | 622 | $7.90B |
| Q3 2024 | 629 | $8.09B |
| Q2 2024 | 601 | $8.01B |
| Q1 2024 | 592 | $7.90B |
| Q4 2023 | 623 | $7.63B |
| Q3 2023 | 584 | $6.85B |
| Q2 2023 | 626 | $7.63B |
| Q1 2023 | 650 | $8.33B |
| Q4 2022 | 657 | $9.21B |
| Q3 2022 | 637 | $7.82B |
| Q2 2022 | 636 | $8.55B |
| Q1 2022 | 642 | $9.19B |
| Q4 2021 | 648 | $9.44B |
| Q3 2021 | 597 | $7.96B |
| Q2 2021 | 589 | $7.96B |
| Q1 2021 | 598 | $7.74B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 30,999,914 | $1.06B | 0.03% | +888,851+3.0% | Added |
| Vanguard Group Inc | 27,168,585 | $932.7M | 0.02% | +99,560+0.4% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $743.6M | 1.09% | 00.0% | Unchanged |
| State Street Corp | 13,257,788 | $455.1M | 0.03% | −986,142−6.9% | Reduced |
| Amundi | 8,344,364 | $285.2M | 0.14% | +195,663+2.4% | Added |
| Zimmer Partners, LP | 6,177,588 | $212.1M | 5.60% | +4,081,310+194.7% | Added |
| Pictet Asset Management Holding SA | 6,127,138 | $210.3M | 0.26% | +6,127,138 | New |
| Invesco Ltd. | 4,090,533 | $140.4M | 0.04% | −114,883−2.7% | Reduced |
| Geode Capital Management, LLC | 3,715,471 | $127.4M | 0.02% | +115,953+3.2% | Added |
| Northern Trust Corp | 3,386,733 | $116.3M | 0.02% | +24,991+0.7% | Added |
| Legal & General Group Plc | 2,918,202 | $100.2M | 0.03% | +166,891+6.1% | Added |
| Duff & Phelps Investment Management Co | 2,756,100 | $94.6M | 1.25% | +239,142+9.5% | Added |
| Norges Bank | 2,636,074 | $90.5M | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 2,627,579 | $90.2M | 0.02% | −64,758−2.4% | Reduced |
| Franklin Resources Inc | 2,343,540 | $80.5M | 0.04% | +10,864+0.5% | Added |
| Cohen & Steers, Inc. | 2,339,542 | $80.3M | 0.18% | +771,303+49.2% | Added |
| Morgan Stanley | 2,212,734 | $76.0M | 0.01% | +207,754+10.4% | Added |
| Tandem Investment Advisors, Inc. | 1,966,687 | $67.5M | 2.85% | +67,465+3.6% | Added |
| Citadel Advisors LLC | 1,931,909 | $66.3M | 0.07% | +1,290,524+201.2% | Added |
| Charles Schwab Investment Management Inc | 1,768,562 | $60.7M | 0.02% | +74,800+4.4% | Added |
| UBS Asset Management Americas Inc | 1,516,414 | $52.1M | 0.02% | +120,086+8.6% | Added |
| First Trust Advisors LP | 1,432,808 | $49.2M | 0.06% | +131,483+10.1% | Added |
| Point72 Asset Management, L.P. | 1,339,810 | $46.0M | 0.16% | +682,856+103.9% | Added |
| Empower Advisory Group, LLC | 1,285,714 | $44.1M | 0.20% | +82,716+6.9% | Added |
| Dimensional Fund Advisors LP | 1,236,755 | $42.5M | 0.01% | +54,669+4.6% | Added |
| Goldman Sachs Group Inc | 1,073,094 | $36.8M | 0.01% | +176,233+19.6% | Added |
| Principal Financial Group Inc | 1,051,916 | $36.1M | 0.03% | −3,862−0.4% | Reduced |
| Macquarie Group Ltd | 1,404,492 | $35.0M | 0.04% | −766,762−35.3% | Reduced |
| FIL Ltd | 1,000,000 | $34.3M | 0.04% | +1,000,000 | New |
| APG Asset Management N.V. | 891,708 | $30.6M | 0.06% | +9,147+1.0% | Added |
| Great West Life Assurance Co | 883,192 | $30.3M | 0.07% | −43,717−4.7% | Reduced |
| ProShare Advisors LLC | 847,730 | $29.1M | 0.09% | +72,576+9.4% | Added |
| JPMorgan Chase & Co | 847,210 | $29.1M | 0.00% | −123,559−12.7% | Reduced |
| Rhumbline Advisers | 828,010 | $28.4M | 0.03% | −1,439−0.2% | Reduced |
| Swiss National Bank | 805,300 | $27.6M | 0.02% | −100,000−11.0% | Reduced |
| Nuveen Asset Management, LLC | 704,327 | $24.2M | 0.01% | −205,080−22.6% | Reduced |
| Nuance Investments, LLC | 628,300 | $21.6M | 0.53% | +628,300 | New |
| Deutsche Bank AG | 600,239 | $20.6M | 0.01% | −263,837−30.5% | Reduced |
| FMR LLC | 578,281 | $19.9M | 0.00% | +99,765+20.8% | Added |
| T. Rowe Price Investment Management, Inc. | 575,987 | $19.8M | 0.01% | +25,493+4.6% | Added |
| Balyasny Asset Management LLC | 572,808 | $19.7M | 0.06% | +501,124+699.1% | Added |
| Thematics Asset Management | 572,404 | $19.7M | 0.97% | +26,020+4.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 542,084 | $18.6M | 0.02% | +276+0.1% | Added |
| Gabelli Funds LLC | 502,482 | $17.3M | 0.14% | −1,218−0.2% | Reduced |
| Bank of America Corp | 489,736 | $16.8M | 0.00% | −126,805−20.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 487,623 | $16.7M | 0.04% | −17,969−3.6% | Reduced |
| Public Employees Retirement Association of Colorado | 483,776 | $16.6M | 0.09% | +2,555+0.5% | Added |
| Verition Fund Management LLC | 482,803 | $16.6M | 0.22% | +468,648+3,310.8% | Added |
| California State Teachers Retirement System | 465,914 | $16.0M | 0.02% | −12,684−2.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 449,520 | $15.4M | 0.13% | −73,331−14.0% | Reduced |
| Alliancebernstein L.P. | 448,279 | $15.4M | 0.01% | −52,187−10.4% | Reduced |
| California Public Employees Retirement System | 438,583 | $15.1M | 0.01% | +22,152+5.3% | Added |
| New York State Common Retirement Fund | 436,005 | $15.0M | 0.02% | −36,613−7.7% | Reduced |
| Ameriprise Financial Inc | 405,304 | $13.9M | 0.00% | +34,533+9.3% | Added |
| Standard Life Aberdeen plc | 401,564 | $13.8M | 0.04% | +73,766+22.5% | Added |
| Millennium Management LLC | 387,935 | $13.3M | 0.01% | −231,094−37.3% | Reduced |
| Credit Suisse AG | 386,266 | $13.3M | 0.01% | −8,846−2.2% | Reduced |
| Lighthouse Investment Partners, LLC | 383,363 | $13.2M | 0.78% | +383,363 | New |
| Royal Bank of Canada | 372,703 | $12.8M | 0.00% | +9,386+2.6% | Added |
| Korea Investment CORP | 369,456 | $12.7M | 0.04% | −7,805−2.1% | Reduced |
| Wells Fargo & Company | 369,139 | $12.7M | 0.00% | +12,483+3.5% | Added |
| Retirement Systems of Alabama | 347,943 | $11.9M | 0.06% | −6,199−1.8% | Reduced |
| American International Group, Inc. | 342,844 | $11.8M | 0.08% | −20,054−5.5% | Reduced |
| Natixis | 331,108 | $11.4M | 0.09% | +59,712+22.0% | Added |
| UBS Group AG | 329,626 | $11.3M | 0.01% | −38,821−10.5% | Reduced |
| New York State Teachers Retirement System | 317,086 | $10.9M | 0.03% | +18,382+6.2% | Added |
| AQR Capital Management LLC | 316,747 | $10.9M | 0.02% | −90,274−22.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 280,258 | $9.62M | 0.04% | −266,712−48.8% | Reduced |
| State Board of Administration of Florida Retirement System | 268,265 | $9.21M | 0.02% | +360+0.1% | Added |
| KBC Group NV | 260,914 | $8.96M | 0.04% | +122,758+88.9% | Added |
| Commonwealth Equity Services, LLC | 259,786 | $8.92M | 0.02% | −8,621−3.2% | Reduced |
| DekaBank Deutsche Girozentrale | 254,453 | $8.59M | 0.02% | −103,190−28.9% | Reduced |
| NFJ Investment Group, LLC | 249,863 | $8.58M | 0.25% | +249,863 | New |
| Russell Investments Group, Ltd. | 239,277 | $8.20M | 0.02% | +15,097+6.7% | Added |
| Assenagon Asset Management S.A. | 238,027 | $8.17M | 0.03% | +227,864+2,242.1% | Added |
| Barclays PLC | 236,405 | $8.12M | 0.01% | −44,689−15.9% | Reduced |
| LPL Financial LLC | 235,841 | $8.10M | 0.01% | +29,372+14.2% | Added |
| Beck Bode, LLC | 233,847 | $8.03M | 2.05% | +233,847 | New |
| Victory Capital Management Inc | 231,066 | $7.93M | 0.01% | +69,657+43.2% | Added |
| Cambiar Investors LLC | 227,810 | $7.82M | 0.33% | +6,289+2.8% | Added |
| Maryland State Retirement & Pension System | 220,115 | $7.56M | 0.17% | −52,180−19.2% | Reduced |
| SEI Investments Co | 211,052 | $7.25M | 0.01% | +47,824+29.3% | Added |
| Manufacturers Life Insurance Company, The | 210,487 | $7.23M | 0.00% | +33,654+19.0% | Added |
| Texas Permanent School Fund | 206,581 | $7.09M | 0.07% | −5,162−2.4% | Reduced |
| First Manhattan Co | 203,690 | $6.99M | 0.03% | +8,176+4.2% | Added |
| Candriam Luxembourg S.C.A. | 202,879 | $6.96M | 0.06% | +135,292+200.2% | Added |
| Bank of Montreal | 182,555 | $6.89M | 0.00% | −2,674−1.4% | Reduced |
| Magellan Asset Management Ltd | 197,487 | $6.78M | 0.07% | +8,515+4.5% | Added |
| Swedbank AB | 195,488 | $6.71M | 0.01% | +5,100+2.7% | Added |
| The PNC Financial Services Group, Inc. | 190,768 | $6.55M | 0.01% | −737−0.4% | Reduced |
| Impax Asset Management Group plc | 187,697 | $6.44M | 0.03% | +22,791+13.8% | Added |
| Susquehanna International Group, LLP | 185,351 | $6.36M | 0.01% | −15,728−7.8% | Reduced |
| Qube Research & Technologies Ltd | 184,848 | $6.35M | 0.02% | −255,752−58.0% | Reduced |
| Hennessy Advisors Inc | 182,300 | $6.26M | 0.44% | −600−0.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 181,020 | $6.21M | 0.08% | −104,166−36.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 181,004 | $6.21M | 0.72% | +5,375+3.1% | Added |
| Stifel Financial Corp | 178,677 | $6.13M | 0.01% | +39,389+28.3% | Added |
| State of Wisconsin Investment Board | 178,047 | $6.11M | 0.02% | −18,860−9.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 167,845 | $5.76M | 0.27% | −6,561−3.8% | Reduced |
| Boston Trust Walden Corp | 162,493 | $5.58M | 0.05% | +162,493 | New |