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, Q4 2023
Institutional positions in Essential Utilities, Inc. as of Dec 31, 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
- 623
- +44 vs. Q3 2023
- Shares held
- 204.3M
- +4.44M (+2.2%) vs. Q3 2023
- Total value
- $7.63B
- +$782.3M (+11.4%) vs. Q3 2023
- New holders
- 86
- 242 more added
- Sold out
- 42
- 198 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 31,005,294 | $1.16B | 0.03% | +5,3800.0% | Added |
| Vanguard Group Inc | 27,992,080 | $1.05B | 0.02% | +823,495+3.0% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $809.0M | 1.02% | 00.0% | Unchanged |
| State Street Corp | 13,484,594 | $503.6M | 0.02% | +226,806+1.7% | Added |
| Amundi | 9,551,311 | $359.1M | 0.16% | +1,206,947+14.5% | Added |
| Pictet Asset Management Holding SA | 5,737,495 | $214.3M | 0.24% | −389,643−6.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,120,718 | $153.9M | 0.10% | +3,544,731+615.4% | Added |
| Geode Capital Management, LLC | 3,924,015 | $146.3M | 0.02% | +208,544+5.6% | Added |
| Invesco Ltd. | 3,783,658 | $141.3M | 0.03% | −306,875−7.5% | Reduced |
| Morgan Stanley | 3,704,956 | $138.4M | 0.01% | +1,492,222+67.4% | Added |
| Northern Trust Corp | 3,337,735 | $124.7M | 0.02% | −48,998−1.4% | Reduced |
| Legal & General Group Plc | 3,109,601 | $116.1M | 0.04% | +191,399+6.6% | Added |
| Duff & Phelps Investment Management Co | 3,069,377 | $114.6M | 1.38% | +313,277+11.4% | Added |
| Bank of New York Mellon Corp | 2,777,495 | $103.7M | 0.02% | +149,916+5.7% | Added |
| Norges Bank | 2,604,760 | $97.3M | 0.02% | −31,314−1.2% | Reduced |
| FMR LLC | 1,935,989 | $72.3M | 0.01% | +1,357,708+234.8% | Added |
| Charles Schwab Investment Management Inc | 1,931,118 | $72.1M | 0.02% | +162,556+9.2% | Added |
| Bank of Montreal | 1,915,034 | $72.1M | 0.04% | +1,732,479+949.0% | Added |
| Tandem Investment Advisors, Inc. | 1,866,350 | $69.7M | 2.79% | −100,337−5.1% | Reduced |
| Macquarie Group Ltd | 1,697,003 | $63.4M | 0.07% | +292,511+20.8% | Added |
| UBS Asset Management Americas Inc | 1,615,381 | $60.3M | 0.02% | +98,967+6.5% | Added |
| First Trust Advisors LP | 1,519,001 | $56.7M | 0.06% | +86,193+6.0% | Added |
| Cohen & Steers, Inc. | 1,493,108 | $55.8M | 0.11% | −846,434−36.2% | Reduced |
| Kames Capital plc | 1,418,813 | $53.0M | 0.84% | +1,418,813 | New |
| Franklin Resources Inc | 1,404,415 | $52.5M | 0.02% | −939,125−40.1% | Reduced |
| Empower Advisory Group, LLC | 1,361,017 | $50.8M | 0.20% | +75,303+5.9% | Added |
| Dimensional Fund Advisors LP | 1,281,232 | $47.9M | 0.01% | +44,477+3.6% | Added |
| UBS Group AG | 1,225,849 | $45.8M | 0.02% | +896,223+271.9% | Added |
| Citadel Advisors LLC | 1,194,941 | $44.6M | 0.04% | −736,968−38.1% | Reduced |
| Principal Financial Group Inc | 1,086,737 | $40.6M | 0.03% | +34,821+3.3% | Added |
| Point72 Asset Management, L.P. | 1,025,238 | $38.3M | 0.12% | −314,572−23.5% | Reduced |
| FIL Ltd | 1,000,000 | $37.4M | 0.04% | 00.0% | Unchanged |
| ProShare Advisors LLC | 918,818 | $34.3M | 0.10% | +71,088+8.4% | Added |
| Goldman Sachs Group Inc | 857,337 | $32.0M | 0.01% | −215,757−20.1% | Reduced |
| APG Asset Management N.V. | 923,626 | $31.2M | 0.06% | +31,918+3.6% | Added |
| Rhumbline Advisers | 829,380 | $31.0M | 0.03% | +1,370+0.2% | Added |
| Great West Life Assurance Co | 787,230 | $29.3M | 0.06% | −95,962−10.9% | Reduced |
| Swiss National Bank | 782,800 | $29.2M | 0.02% | −22,500−2.8% | Reduced |
| Deutsche Bank AG | 717,599 | $26.8M | 0.01% | +117,360+19.6% | Added |
| Nuveen Asset Management, LLC | 679,341 | $25.4M | 0.01% | −24,986−3.5% | Reduced |
| JPMorgan Chase & Co | 669,612 | $25.0M | 0.00% | −177,598−21.0% | Reduced |
| Nuance Investments, LLC | 630,141 | $23.5M | 0.54% | +1,841+0.3% | Added |
| Korea Investment CORP | 589,451 | $22.0M | 0.06% | +219,995+59.5% | Added |
| Thematics Asset Management | 571,933 | $21.4M | 0.94% | −471−0.1% | Reduced |
| California State Teachers Retirement System | 546,273 | $20.4M | 0.03% | +80,359+17.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 533,009 | $19.9M | 0.01% | −9,075−1.7% | Reduced |
| Gabelli Funds LLC | 501,932 | $18.7M | 0.14% | −550−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 482,253 | $18.0M | 0.08% | −1,523−0.3% | Reduced |
| Natixis | 470,279 | $17.6M | 0.13% | +139,171+42.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 469,366 | $17.5M | 0.04% | −18,257−3.7% | Reduced |
| Alliancebernstein L.P. | 468,378 | $17.5M | 0.01% | +20,099+4.5% | Added |
| Zimmer Partners, LP | 464,020 | $17.3M | 0.63% | −5,713,568−92.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 458,642 | $17.1M | 0.12% | +9,122+2.0% | Added |
| Barclays PLC | 442,393 | $16.5M | 0.01% | +205,988+87.1% | Added |
| Bank of America Corp | 442,279 | $16.5M | 0.00% | −47,457−9.7% | Reduced |
| Millennium Management LLC | 440,889 | $16.5M | 0.02% | +52,954+13.7% | Added |
| California Public Employees Retirement System | 429,706 | $16.0M | 0.01% | −8,877−2.0% | Reduced |
| Ameriprise Financial Inc | 422,290 | $15.8M | 0.00% | +16,986+4.2% | Added |
| New York State Common Retirement Fund | 413,348 | $15.4M | 0.02% | −22,657−5.2% | Reduced |
| ING Groep NV | 404,200 | $15.1M | 0.12% | +404,200 | New |
| Standard Life Aberdeen plc | 400,996 | $15.0M | 0.03% | −568−0.1% | Reduced |
| Credit Suisse AG | 397,967 | $14.9M | 0.01% | +11,701+3.0% | Added |
| Retirement Systems of Alabama | 358,856 | $13.4M | 0.06% | +10,913+3.1% | Added |
| Royal Bank of Canada | 353,277 | $13.2M | 0.00% | −19,426−5.2% | Reduced |
| Wells Fargo & Company | 351,274 | $13.1M | 0.00% | −17,865−4.8% | Reduced |
| DekaBank Deutsche Girozentrale | 352,142 | $13.1M | 0.03% | +97,689+38.4% | Added |
| American International Group, Inc. | 339,396 | $12.7M | 0.05% | −3,448−1.0% | Reduced |
| New York State Teachers Retirement System | 318,998 | $11.9M | 0.03% | +1,912+0.6% | Added |
| Cambiar Investors LLC | 303,518 | $11.3M | 0.45% | +75,708+33.2% | Added |
| Allianz Asset Management GmbH | 274,213 | $10.2M | 0.02% | +198,350+261.5% | Added |
| KBC Group NV | 272,735 | $10.2M | 0.04% | +11,821+4.5% | Added |
| State Board of Administration of Florida Retirement System | 268,303 | $10.0M | 0.02% | +380.0% | Added |
| NFJ Investment Group, LLC | 260,524 | $9.73M | 0.27% | +10,661+4.3% | Added |
| LPL Financial LLC | 259,174 | $9.68M | 0.01% | +23,333+9.9% | Added |
| Victory Capital Management Inc | 257,263 | $9.61M | 0.01% | +26,197+11.3% | Added |
| Commonwealth Equity Services, LLC | 254,448 | $9.50M | 0.02% | −5,338−2.1% | Reduced |
| Candriam Luxembourg S.C.A. | 244,680 | $9.14M | 0.06% | +41,801+20.6% | Added |
| AQR Capital Management LLC | 238,288 | $8.90M | 0.02% | −78,459−24.8% | Reduced |
| Maryland State Retirement & Pension System | 229,622 | $8.58M | 0.18% | +9,507+4.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 221,102 | $8.26M | 0.03% | −59,156−21.1% | Reduced |
| Impax Asset Management Group plc | 220,590 | $8.24M | 0.03% | +32,893+17.5% | Added |
| Texas Permanent School Fund | 217,008 | $8.11M | 0.07% | +10,427+5.0% | Added |
| Manufacturers Life Insurance Company, The | 211,272 | $7.89M | 0.00% | +785+0.4% | Added |
| Magellan Asset Management Ltd | 199,790 | $7.46M | 0.07% | +2,303+1.2% | Added |
| Boston Trust Walden Corp | 198,172 | $7.40M | 0.06% | +35,679+22.0% | Added |
| The PNC Financial Services Group, Inc. | 196,873 | $7.35M | 0.01% | +6,105+3.2% | Added |
| Swedbank AB | 196,788 | $7.35M | 0.01% | +1,300+0.7% | Added |
| First Manhattan Co | 194,183 | $7.25M | 0.03% | −9,507−4.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 186,922 | $6.98M | 0.76% | +5,918+3.3% | Added |
| Hennessy Advisors Inc | 182,300 | $6.81M | 0.34% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 179,142 | $6.69M | 0.03% | +117,882+192.4% | Added |
| Stifel Financial Corp | 178,243 | $6.66M | 0.01% | −434−0.2% | Reduced |
| SEI Investments Co | 169,810 | $6.34M | 0.01% | −41,242−19.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 169,138 | $6.32M | 0.28% | +1,293+0.8% | Added |
| Greenland Capital Management LP | 167,180 | $6.24M | 0.96% | +22,406+15.5% | Added |
| HSBC Holdings PLC | 163,342 | $6.10M | 0.01% | +141,699+654.7% | Added |
| Shelton Capital Management | 160,869 | $6.01M | 0.19% | +19,650+13.9% | Added |
| Wills Financial Group, Inc. | 158,915 | $5.94M | 3.00% | +486+0.3% | Added |
| Holocene Advisors, LP | 158,585 | $5.92M | 0.02% | +23,664+17.5% | Added |
| Gotham Asset Management, LLC | 158,374 | $5.92M | 0.11% | +140,525+787.3% | Added |