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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 210,487 | $7.23M | 0.00% | +33,654+19.0% | Added |
| SEI Investments Co | 211,052 | $7.25M | 0.01% | +47,824+29.3% | Added |
| Maryland State Retirement & Pension System | 220,115 | $7.56M | 0.17% | −52,180−19.2% | Reduced |
| Cambiar Investors LLC | 227,810 | $7.82M | 0.33% | +6,289+2.8% | Added |
| Victory Capital Management Inc | 231,066 | $7.93M | 0.01% | +69,657+43.2% | Added |
| Beck Bode, LLC | 233,847 | $8.03M | 2.05% | +233,847 | New |
| LPL Financial LLC | 235,841 | $8.10M | 0.01% | +29,372+14.2% | Added |
| Barclays PLC | 236,405 | $8.12M | 0.01% | −44,689−15.9% | Reduced |
| Assenagon Asset Management S.A. | 238,027 | $8.17M | 0.03% | +227,864+2,242.1% | Added |
| Russell Investments Group, Ltd. | 239,277 | $8.20M | 0.02% | +15,097+6.7% | Added |
| NFJ Investment Group, LLC | 249,863 | $8.58M | 0.25% | +249,863 | New |
| DekaBank Deutsche Girozentrale | 254,453 | $8.59M | 0.02% | −103,190−28.9% | Reduced |
| Commonwealth Equity Services, LLC | 259,786 | $8.92M | 0.02% | −8,621−3.2% | Reduced |
| KBC Group NV | 260,914 | $8.96M | 0.04% | +122,758+88.9% | Added |
| State Board of Administration of Florida Retirement System | 268,265 | $9.21M | 0.02% | +360+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 280,258 | $9.62M | 0.04% | −266,712−48.8% | Reduced |
| AQR Capital Management LLC | 316,747 | $10.9M | 0.02% | −90,274−22.2% | Reduced |
| New York State Teachers Retirement System | 317,086 | $10.9M | 0.03% | +18,382+6.2% | Added |
| UBS Group AG | 329,626 | $11.3M | 0.01% | −38,821−10.5% | Reduced |
| Natixis | 331,108 | $11.4M | 0.09% | +59,712+22.0% | Added |
| American International Group, Inc. | 342,844 | $11.8M | 0.08% | −20,054−5.5% | Reduced |
| Retirement Systems of Alabama | 347,943 | $11.9M | 0.06% | −6,199−1.8% | Reduced |
| Wells Fargo & Company | 369,139 | $12.7M | 0.00% | +12,483+3.5% | Added |
| Korea Investment CORP | 369,456 | $12.7M | 0.04% | −7,805−2.1% | Reduced |
| Royal Bank of Canada | 372,703 | $12.8M | 0.00% | +9,386+2.6% | Added |
| Lighthouse Investment Partners, LLC | 383,363 | $13.2M | 0.78% | +383,363 | New |
| Credit Suisse AG | 386,266 | $13.3M | 0.01% | −8,846−2.2% | Reduced |
| Millennium Management LLC | 387,935 | $13.3M | 0.01% | −231,094−37.3% | Reduced |
| Standard Life Aberdeen plc | 401,564 | $13.8M | 0.04% | +73,766+22.5% | Added |
| Ameriprise Financial Inc | 405,304 | $13.9M | 0.00% | +34,533+9.3% | Added |
| New York State Common Retirement Fund | 436,005 | $15.0M | 0.02% | −36,613−7.7% | Reduced |
| California Public Employees Retirement System | 438,583 | $15.1M | 0.01% | +22,152+5.3% | Added |
| Alliancebernstein L.P. | 448,279 | $15.4M | 0.01% | −52,187−10.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 449,520 | $15.4M | 0.13% | −73,331−14.0% | Reduced |
| California State Teachers Retirement System | 465,914 | $16.0M | 0.02% | −12,684−2.7% | Reduced |
| Verition Fund Management LLC | 482,803 | $16.6M | 0.22% | +468,648+3,310.8% | Added |
| Public Employees Retirement Association of Colorado | 483,776 | $16.6M | 0.09% | +2,555+0.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 487,623 | $16.7M | 0.04% | −17,969−3.6% | Reduced |
| Bank of America Corp | 489,736 | $16.8M | 0.00% | −126,805−20.6% | Reduced |
| Gabelli Funds LLC | 502,482 | $17.3M | 0.14% | −1,218−0.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 542,084 | $18.6M | 0.02% | +276+0.1% | Added |
| Thematics Asset Management | 572,404 | $19.7M | 0.97% | +26,020+4.8% | Added |
| Balyasny Asset Management LLC | 572,808 | $19.7M | 0.06% | +501,124+699.1% | Added |
| T. Rowe Price Investment Management, Inc. | 575,987 | $19.8M | 0.01% | +25,493+4.6% | Added |
| FMR LLC | 578,281 | $19.9M | 0.00% | +99,765+20.8% | Added |
| Deutsche Bank AG | 600,239 | $20.6M | 0.01% | −263,837−30.5% | Reduced |
| Nuance Investments, LLC | 628,300 | $21.6M | 0.53% | +628,300 | New |
| Nuveen Asset Management, LLC | 704,327 | $24.2M | 0.01% | −205,080−22.6% | Reduced |
| Swiss National Bank | 805,300 | $27.6M | 0.02% | −100,000−11.0% | Reduced |
| Rhumbline Advisers | 828,010 | $28.4M | 0.03% | −1,439−0.2% | Reduced |
| JPMorgan Chase & Co | 847,210 | $29.1M | 0.00% | −123,559−12.7% | Reduced |
| ProShare Advisors LLC | 847,730 | $29.1M | 0.09% | +72,576+9.4% | Added |
| Great West Life Assurance Co | 883,192 | $30.3M | 0.07% | −43,717−4.7% | Reduced |
| APG Asset Management N.V. | 891,708 | $30.6M | 0.06% | +9,147+1.0% | Added |
| FIL Ltd | 1,000,000 | $34.3M | 0.04% | +1,000,000 | New |
| Macquarie Group Ltd | 1,404,492 | $35.0M | 0.04% | −766,762−35.3% | Reduced |
| Principal Financial Group Inc | 1,051,916 | $36.1M | 0.03% | −3,862−0.4% | Reduced |
| Goldman Sachs Group Inc | 1,073,094 | $36.8M | 0.01% | +176,233+19.6% | Added |
| Dimensional Fund Advisors LP | 1,236,755 | $42.5M | 0.01% | +54,669+4.6% | Added |
| Empower Advisory Group, LLC | 1,285,714 | $44.1M | 0.20% | +82,716+6.9% | Added |
| Point72 Asset Management, L.P. | 1,339,810 | $46.0M | 0.16% | +682,856+103.9% | Added |
| First Trust Advisors LP | 1,432,808 | $49.2M | 0.06% | +131,483+10.1% | Added |
| UBS Asset Management Americas Inc | 1,516,414 | $52.1M | 0.02% | +120,086+8.6% | Added |
| Charles Schwab Investment Management Inc | 1,768,562 | $60.7M | 0.02% | +74,800+4.4% | Added |
| Citadel Advisors LLC | 1,931,909 | $66.3M | 0.07% | +1,290,524+201.2% | Added |
| Tandem Investment Advisors, Inc. | 1,966,687 | $67.5M | 2.85% | +67,465+3.6% | Added |
| Morgan Stanley | 2,212,734 | $76.0M | 0.01% | +207,754+10.4% | Added |
| Cohen & Steers, Inc. | 2,339,542 | $80.3M | 0.18% | +771,303+49.2% | Added |
| Franklin Resources Inc | 2,343,540 | $80.5M | 0.04% | +10,864+0.5% | Added |
| Bank of New York Mellon Corp | 2,627,579 | $90.2M | 0.02% | −64,758−2.4% | Reduced |
| Norges Bank | 2,636,074 | $90.5M | 0.02% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 2,756,100 | $94.6M | 1.25% | +239,142+9.5% | Added |
| Legal & General Group Plc | 2,918,202 | $100.2M | 0.03% | +166,891+6.1% | Added |
| Northern Trust Corp | 3,386,733 | $116.3M | 0.02% | +24,991+0.7% | Added |
| Geode Capital Management, LLC | 3,715,471 | $127.4M | 0.02% | +115,953+3.2% | Added |
| Invesco Ltd. | 4,090,533 | $140.4M | 0.04% | −114,883−2.7% | Reduced |
| Pictet Asset Management Holding SA | 6,127,138 | $210.3M | 0.26% | +6,127,138 | New |
| Zimmer Partners, LP | 6,177,588 | $212.1M | 5.60% | +4,081,310+194.7% | Added |
| Amundi | 8,344,364 | $285.2M | 0.14% | +195,663+2.4% | Added |
| State Street Corp | 13,257,788 | $455.1M | 0.03% | −986,142−6.9% | Reduced |
| Canada Pension Plan Investment Board | 21,661,095 | $743.6M | 1.09% | 00.0% | Unchanged |
| Vanguard Group Inc | 27,168,585 | $932.7M | 0.02% | +99,560+0.4% | Added |
| BlackRock Inc. | 30,999,914 | $1.06B | 0.03% | +888,851+3.0% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −200,971−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −90,978−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −90,584−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −74,804−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −68,700−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −44,260−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −32,841−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −31,339−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −30,351−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −26,965−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −25,515−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −21,567−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −20,973−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −17,734−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −16,957−100.0% | Sold out |