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 |
|---|---|---|---|---|---|
| Comerica Bank | 118,153 | $4.41M | 0.02% | +1,645+1.4% | Added |
| Farmers Trust Co | 118,415 | $4.42M | 0.92% | −3,815−3.1% | Reduced |
| Thrivent Financial for Lutherans | 118,620 | $4.43M | 0.01% | +57,228+93.2% | Added |
| State of New Jersey Common Pension Fund D | 118,974 | $4.44M | 0.01% | −11,735−9.0% | Reduced |
| Qube Research & Technologies Ltd | 123,103 | $4.60M | 0.01% | −61,745−33.4% | Reduced |
| First National Bank & Trust Co of Newtown | 123,168 | $4.60M | 0.99% | −1,205−1.0% | Reduced |
| HM Payson & Co | 123,785 | $4.62M | 0.10% | −400−0.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121,968 | $4.62M | 0.01% | +20,941+20.7% | Added |
| Price T Rowe Associates Inc | 124,525 | $4.65M | 0.00% | +11,620+10.3% | Added |
| State of Wisconsin Investment Board | 129,593 | $4.84M | 0.01% | −48,454−27.2% | Reduced |
| CoreCommodity Management, LLC | 130,859 | $4.89M | 1.45% | +130,859 | New |
| Janney Montgomery Scott LLC | 137,003 | $5.12M | 0.02% | −6,752−4.7% | Reduced |
| Ensign Peak Advisors, Inc | 137,450 | $5.13M | 0.01% | +8,448+6.5% | Added |
| MetLife Investment Management | 141,541 | $5.29M | 0.04% | +2,093+1.5% | Added |
| Jane Street Group, LLC | 144,372 | $5.39M | 0.01% | +95,808+197.3% | Added |
| Atom Investors LP | 149,481 | $5.58M | 0.99% | +50,348+50.8% | Added |
| Prudential PLC | 149,722 | $5.59M | 0.06% | +100,062+201.5% | Added |
| Aviva PLC | 152,087 | $5.68M | 0.02% | +16,225+11.9% | Added |
| Tortoise Capital Advisors, L.L.C. | 152,371 | $5.69M | 0.09% | −2,164−1.4% | Reduced |
| Raymond James & Associates | 153,347 | $5.73M | 0.00% | −4,093−2.6% | Reduced |
| Mutual of America Capital Management LLC | 155,052 | $5.79M | 0.07% | −2,984−1.9% | Reduced |
| Amalgamated Bank | 156,188 | $5.83M | 0.05% | −490.0% | Reduced |
| Gotham Asset Management, LLC | 158,374 | $5.92M | 0.11% | +140,525+787.3% | Added |
| Holocene Advisors, LP | 158,585 | $5.92M | 0.02% | +23,664+17.5% | Added |
| Wills Financial Group, Inc. | 158,915 | $5.94M | 3.00% | +486+0.3% | Added |
| Shelton Capital Management | 160,869 | $6.01M | 0.19% | +19,650+13.9% | Added |
| HSBC Holdings PLC | 163,342 | $6.10M | 0.01% | +141,699+654.7% | Added |
| Greenland Capital Management LP | 167,180 | $6.24M | 0.96% | +22,406+15.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 169,138 | $6.32M | 0.28% | +1,293+0.8% | Added |
| SEI Investments Co | 169,810 | $6.34M | 0.01% | −41,242−19.5% | Reduced |
| Stifel Financial Corp | 178,243 | $6.66M | 0.01% | −434−0.2% | Reduced |
| Nomura Asset Management Co Ltd | 179,142 | $6.69M | 0.03% | +117,882+192.4% | Added |
| Hennessy Advisors Inc | 182,300 | $6.81M | 0.34% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 186,922 | $6.98M | 0.76% | +5,918+3.3% | Added |
| First Manhattan Co | 194,183 | $7.25M | 0.03% | −9,507−4.7% | Reduced |
| Swedbank AB | 196,788 | $7.35M | 0.01% | +1,300+0.7% | Added |
| The PNC Financial Services Group, Inc. | 196,873 | $7.35M | 0.01% | +6,105+3.2% | Added |
| Boston Trust Walden Corp | 198,172 | $7.40M | 0.06% | +35,679+22.0% | Added |
| Magellan Asset Management Ltd | 199,790 | $7.46M | 0.07% | +2,303+1.2% | Added |
| Manufacturers Life Insurance Company, The | 211,272 | $7.89M | 0.00% | +785+0.4% | Added |
| Texas Permanent School Fund | 217,008 | $8.11M | 0.07% | +10,427+5.0% | Added |
| Impax Asset Management Group plc | 220,590 | $8.24M | 0.03% | +32,893+17.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 221,102 | $8.26M | 0.03% | −59,156−21.1% | Reduced |
| Maryland State Retirement & Pension System | 229,622 | $8.58M | 0.18% | +9,507+4.3% | Added |
| AQR Capital Management LLC | 238,288 | $8.90M | 0.02% | −78,459−24.8% | Reduced |
| Candriam Luxembourg S.C.A. | 244,680 | $9.14M | 0.06% | +41,801+20.6% | Added |
| Commonwealth Equity Services, LLC | 254,448 | $9.50M | 0.02% | −5,338−2.1% | Reduced |
| Victory Capital Management Inc | 257,263 | $9.61M | 0.01% | +26,197+11.3% | Added |
| LPL Financial LLC | 259,174 | $9.68M | 0.01% | +23,333+9.9% | Added |
| NFJ Investment Group, LLC | 260,524 | $9.73M | 0.27% | +10,661+4.3% | Added |
| State Board of Administration of Florida Retirement System | 268,303 | $10.0M | 0.02% | +380.0% | Added |
| KBC Group NV | 272,735 | $10.2M | 0.04% | +11,821+4.5% | Added |
| Allianz Asset Management GmbH | 274,213 | $10.2M | 0.02% | +198,350+261.5% | Added |
| Cambiar Investors LLC | 303,518 | $11.3M | 0.45% | +75,708+33.2% | Added |
| New York State Teachers Retirement System | 318,998 | $11.9M | 0.03% | +1,912+0.6% | Added |
| American International Group, Inc. | 339,396 | $12.7M | 0.05% | −3,448−1.0% | Reduced |
| DekaBank Deutsche Girozentrale | 352,142 | $13.1M | 0.03% | +97,689+38.4% | Added |
| Wells Fargo & Company | 351,274 | $13.1M | 0.00% | −17,865−4.8% | Reduced |
| Royal Bank of Canada | 353,277 | $13.2M | 0.00% | −19,426−5.2% | Reduced |
| Retirement Systems of Alabama | 358,856 | $13.4M | 0.06% | +10,913+3.1% | Added |
| Credit Suisse AG | 397,967 | $14.9M | 0.01% | +11,701+3.0% | Added |
| Standard Life Aberdeen plc | 400,996 | $15.0M | 0.03% | −568−0.1% | Reduced |
| ING Groep NV | 404,200 | $15.1M | 0.12% | +404,200 | New |
| New York State Common Retirement Fund | 413,348 | $15.4M | 0.02% | −22,657−5.2% | Reduced |
| Ameriprise Financial Inc | 422,290 | $15.8M | 0.00% | +16,986+4.2% | Added |
| California Public Employees Retirement System | 429,706 | $16.0M | 0.01% | −8,877−2.0% | Reduced |
| Millennium Management LLC | 440,889 | $16.5M | 0.02% | +52,954+13.7% | Added |
| Bank of America Corp | 442,279 | $16.5M | 0.00% | −47,457−9.7% | Reduced |
| Barclays PLC | 442,393 | $16.5M | 0.01% | +205,988+87.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 458,642 | $17.1M | 0.12% | +9,122+2.0% | Added |
| Zimmer Partners, LP | 464,020 | $17.3M | 0.63% | −5,713,568−92.5% | Reduced |
| Alliancebernstein L.P. | 468,378 | $17.5M | 0.01% | +20,099+4.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 469,366 | $17.5M | 0.04% | −18,257−3.7% | Reduced |
| Natixis | 470,279 | $17.6M | 0.13% | +139,171+42.0% | Added |
| Public Employees Retirement Association of Colorado | 482,253 | $18.0M | 0.08% | −1,523−0.3% | Reduced |
| Gabelli Funds LLC | 501,932 | $18.7M | 0.14% | −550−0.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 533,009 | $19.9M | 0.01% | −9,075−1.7% | Reduced |
| California State Teachers Retirement System | 546,273 | $20.4M | 0.03% | +80,359+17.2% | Added |
| Thematics Asset Management | 571,933 | $21.4M | 0.94% | −471−0.1% | Reduced |
| Korea Investment CORP | 589,451 | $22.0M | 0.06% | +219,995+59.5% | Added |
| Nuance Investments, LLC | 630,141 | $23.5M | 0.54% | +1,841+0.3% | Added |
| JPMorgan Chase & Co | 669,612 | $25.0M | 0.00% | −177,598−21.0% | Reduced |
| Nuveen Asset Management, LLC | 679,341 | $25.4M | 0.01% | −24,986−3.5% | Reduced |
| Deutsche Bank AG | 717,599 | $26.8M | 0.01% | +117,360+19.6% | Added |
| Swiss National Bank | 782,800 | $29.2M | 0.02% | −22,500−2.8% | Reduced |
| Great West Life Assurance Co | 787,230 | $29.3M | 0.06% | −95,962−10.9% | Reduced |
| Rhumbline Advisers | 829,380 | $31.0M | 0.03% | +1,370+0.2% | Added |
| APG Asset Management N.V. | 923,626 | $31.2M | 0.06% | +31,918+3.6% | Added |
| Goldman Sachs Group Inc | 857,337 | $32.0M | 0.01% | −215,757−20.1% | Reduced |
| ProShare Advisors LLC | 918,818 | $34.3M | 0.10% | +71,088+8.4% | Added |
| FIL Ltd | 1,000,000 | $37.4M | 0.04% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,025,238 | $38.3M | 0.12% | −314,572−23.5% | Reduced |
| Principal Financial Group Inc | 1,086,737 | $40.6M | 0.03% | +34,821+3.3% | Added |
| Citadel Advisors LLC | 1,194,941 | $44.6M | 0.04% | −736,968−38.1% | Reduced |
| UBS Group AG | 1,225,849 | $45.8M | 0.02% | +896,223+271.9% | Added |
| Dimensional Fund Advisors LP | 1,281,232 | $47.9M | 0.01% | +44,477+3.6% | Added |
| Empower Advisory Group, LLC | 1,361,017 | $50.8M | 0.20% | +75,303+5.9% | Added |
| Franklin Resources Inc | 1,404,415 | $52.5M | 0.02% | −939,125−40.1% | Reduced |
| Kames Capital plc | 1,418,813 | $53.0M | 0.84% | +1,418,813 | New |
| Cohen & Steers, Inc. | 1,493,108 | $55.8M | 0.11% | −846,434−36.2% | Reduced |