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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 35,527 | $1.33M | 0.00% | +24,990+237.2% | Added |
| Mercer Global Advisors Inc | 35,718 | $1.33M | 0.00% | −984−2.7% | Reduced |
| Cetera Advisor Networks LLC | 35,869 | $1.34M | 0.01% | +836+2.4% | Added |
| Verition Fund Management LLC | 38,100 | $1.42M | 0.01% | −444,703−92.1% | Reduced |
| Mitchell Sinkler & Starr | 39,070 | $1.46M | 0.27% | +6,726+20.8% | Added |
| Tredje AP-fonden | 39,784 | $1.49M | 0.02% | −1,676−4.0% | Reduced |
| Degroof Petercam Asset Management | 39,900 | $1.49M | 0.02% | +39,900 | New |
| Bridgewater Advisors Inc. | 40,327 | $1.51M | 0.23% | −48−0.1% | Reduced |
| TFG Advisers LLC | 40,376 | $1.51M | 0.63% | −1,936−4.6% | Reduced |
| Utah Retirement Systems | 42,098 | $1.57M | 0.02% | +300+0.7% | Added |
| First Personal Financial Services | 43,196 | $1.61M | 0.39% | +535+1.3% | Added |
| Mariner, LLC | 44,202 | $1.65M | 0.00% | +9,842+28.6% | Added |
| Bokf, NA | 44,326 | $1.66M | 0.03% | +44,326 | New |
| Baird Financial Group, Inc. | 44,697 | $1.67M | 0.00% | −13,100−22.7% | Reduced |
| Pacer Advisors, Inc. | 44,945 | $1.68M | 0.00% | +24,574+120.6% | Added |
| Robeco Institutional Asset Management B.V. | 45,331 | $1.69M | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 46,740 | $1.75M | 0.06% | +46,740 | New |
| JustInvest LLC | 47,202 | $1.76M | 0.05% | +33,318+240.0% | Added |
| Cambridge Trust Co | 47,225 | $1.76M | 0.07% | −40,703−46.3% | Reduced |
| Bessemer Group Inc | 48,397 | $1.81M | 0.00% | −2,528−5.0% | Reduced |
| Panagora Asset Management Inc | 48,738 | $1.82M | 0.01% | +560+1.2% | Added |
| New Mexico Educational Retirement Board | 48,800 | $1.82M | 0.07% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 48,935 | $1.83M | 0.01% | −35−0.1% | Reduced |
| Alps Advisors Inc | 49,032 | $1.83M | 0.01% | +6,912+16.4% | Added |
| Aquatic Capital Management LLC | 49,400 | $1.84M | 0.05% | +5,500+12.5% | Added |
| Exchange Traded Concepts, LLC | 49,823 | $1.86M | 0.05% | −173−0.3% | Reduced |
| Tortoise Index Solutions, LLC | 49,823 | $1.86M | 0.35% | −173−0.3% | Reduced |
| Toronto Dominion Bank | 50,123 | $1.87M | 0.00% | +2,220+4.6% | Added |
| YHB Investment Advisors, Inc. | 50,881 | $1.90M | 0.18% | −7,383−12.7% | Reduced |
| Forsta Ap-Fonden | 51,100 | $1.91M | 0.02% | −19,900−28.0% | Reduced |
| M&T Bank Corp | 51,300 | $1.92M | 0.01% | −683−1.3% | Reduced |
| Rodgers Brothers Inc. | 51,418 | $1.92M | 0.30% | −22,450−30.4% | Reduced |
| Occudo Quantitative Strategies LP | 51,716 | $1.93M | 0.26% | +51,716 | New |
| CI Private Wealth, LLC | 52,013 | $1.94M | 0.00% | +15,110+40.9% | Added |
| Cullen/Frost Bankers, Inc. | 52,205 | $1.95M | 0.03% | −1,128−2.1% | Reduced |
| Jones Financial Companies LLLP | 53,817 | $2.01M | 0.00% | +52,776+5,069.7% | Added |
| Cinctive Capital Management LP | 54,502 | $2.04M | 0.14% | −45,092−45.3% | Reduced |
| Envestnet Asset Management Inc | 55,525 | $2.07M | 0.00% | +294+0.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 55,910 | $2.09M | 0.05% | +1,940+3.6% | Added |
| Voloridge Investment Management, LLC | 57,752 | $2.16M | 0.01% | +57,752 | New |
| Arcadia Investment Management Corp | 58,555 | $2.19M | 0.42% | +16,174+38.2% | Added |
| Eqis Capital Management, Inc. | 59,150 | $2.21M | 0.18% | −4,199−6.6% | Reduced |
| Ethic Inc. | 59,176 | $2.21M | 0.07% | +23,794+67.2% | Added |
| Citigroup Inc | 59,332 | $2.22M | 0.00% | −1,141−1.9% | Reduced |
| Trillium Asset Management, LLC | 60,265 | $2.25M | 0.06% | +3,472+6.1% | Added |
| State of Michigan Retirement System | 60,271 | $2.25M | 0.01% | +2,100+3.6% | Added |
| La Banque Postale Asset Management SA | 60,286 | $2.25M | 0.05% | −12,032−16.6% | Reduced |
| Radnor Capital Management, LLC | 60,516 | $2.26M | 0.42% | −20.0% | Reduced |
| Van Eck Associates Corp | 60,862 | $2.27M | 0.00% | −3,281−5.1% | Reduced |
| Jacobi Capital Management LLC | 62,071 | $2.32M | 0.24% | +3,029+5.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 62,164 | $2.32M | 0.00% | +1,807+3.0% | Added |
| Stephens Inc | 67,039 | $2.50M | 0.04% | −1,468−2.1% | Reduced |
| Arizona State Retirement System | 69,062 | $2.58M | 0.02% | +540+0.8% | Added |
| Hamilton Point Investment Advisors, LLC | 69,788 | $2.61M | 0.53% | +342+0.5% | Added |
| Louisiana State Employees Retirement System | 70,600 | $2.64M | 0.05% | +1,700+2.5% | Added |
| Oregon Public Employees Retirement Fund | 70,788 | $2.64M | 0.05% | +2,500+3.7% | Added |
| HighTower Advisors, LLC | 72,529 | $2.71M | 0.00% | −4,585−5.9% | Reduced |
| Lido Advisors, LLC | 74,811 | $2.79M | 0.03% | +34,338+84.8% | Added |
| American Century Companies Inc | 74,832 | $2.79M | 0.00% | +62,754+519.6% | Added |
| South Dakota Investment Council | 74,995 | $2.80M | 0.06% | 00.0% | Unchanged |
| Creative Planning | 75,525 | $2.82M | 0.01% | −10,691−12.4% | Reduced |
| Benedict Financial Advisors Inc | 75,760 | $2.83M | 0.77% | +228+0.3% | Added |
| Texas Yale Capital Corp. | 75,993 | $2.84M | 0.14% | +8,125+12.0% | Added |
| Clear Harbor Asset Management, LLC | 76,179 | $2.85M | 0.27% | −7,547−9.0% | Reduced |
| Kennedy Capital Management, Inc. | 76,250 | $2.85M | 0.06% | +24,394+47.0% | Added |
| Voya Investment Management LLC | 76,897 | $2.87M | 0.00% | −2,286−2.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 77,899 | $2.91M | 0.03% | −3,900−4.8% | Reduced |
| Russell Investments Group, Ltd. | 78,567 | $2.94M | 0.01% | −160,710−67.2% | Reduced |
| Prudential Financial Inc | 79,112 | $2.95M | 0.00% | −3,390−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 79,272 | $2.96M | 0.01% | +9,112+13.0% | Added |
| Advisor Group Holdings, Inc. | 80,983 | $3.02M | 0.01% | −33,120−29.0% | Reduced |
| BLB&B Advisors, LLC | 82,124 | $3.07M | 0.19% | −5,761−6.6% | Reduced |
| Silver Lake Advisory, LLC | 83,576 | $3.12M | 1.75% | −21,238−20.3% | Reduced |
| Storebrand Asset Management AS | 89,498 | $3.34M | 0.01% | +8,373+10.3% | Added |
| First National Corp | 90,667 | $3.39M | 0.83% | −3,470−3.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 91,853 | $3.43M | 0.51% | +91,853 | New |
| IFM Investors Pty Ltd | 92,388 | $3.45M | 0.04% | −463−0.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 92,557 | $3.46M | 0.01% | +576+0.6% | Added |
| Swiss Life Asset Management Ltd | 92,728 | $3.47M | 0.04% | +2,986+3.3% | Added |
| Ameritas Investment Partners, Inc. | 93,058 | $3.48M | 0.13% | +662+0.7% | Added |
| DnB Asset Management AS | 93,174 | $3.48M | 0.02% | +4,521+5.1% | Added |
| Guggenheim Capital LLC | 93,818 | $3.50M | 0.03% | −2,965−3.1% | Reduced |
| Asset Management One Co.,Ltd. | 93,533 | $3.52M | 0.01% | +3,176+3.5% | Added |
| Coston, McIsaac & Partners | 95,830 | $3.58M | 1.25% | +4,768+5.2% | Added |
| Covea Finance | 96,000 | $3.59M | 0.17% | +48,000+100.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 97,333 | $3.64M | 0.00% | +40,366+70.9% | Added |
| Andra AP-fonden | 98,400 | $3.68M | 0.19% | +36,300+58.5% | Added |
| State of Tennessee, Treasury Department | 99,268 | $3.71M | 0.01% | −53,158−34.9% | Reduced |
| Cbre Clarion Securities LLC | 101,503 | $3.79M | 0.07% | +11,444+12.7% | Added |
| Public Employees Retirement System of Ohio | 103,626 | $3.87M | 0.02% | +2,945+2.9% | Added |
| Ostrum Asset Management | 104,638 | $3.91M | 0.34% | +59,916+134.0% | Added |
| AdvisorNet Financial, Inc | 104,685 | $3.91M | 0.36% | +456+0.4% | Added |
| Brown Advisory Inc | 105,365 | $3.94M | 0.01% | +123+0.1% | Added |
| Treasurer of the State of North Carolina | 107,688 | $4.02M | 0.02% | +1,050+1.0% | Added |
| Avantax Advisory Services, Inc. | 109,557 | $4.09M | 0.04% | +4,341+4.1% | Added |
| Private Advisor Group, LLC | 110,994 | $4.15M | 0.03% | −3,606−3.1% | Reduced |
| Costello Asset Management, INC | 111,022 | $4.15M | 3.44% | −2,483−2.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 114,900 | $4.29M | 0.04% | −4,400−3.7% | Reduced |
| Yousif Capital Management, LLC | 117,045 | $4.37M | 0.05% | +2,371+2.1% | Added |
| AXA S.A. | 117,953 | $4.41M | 0.01% | −5,682−4.6% | Reduced |