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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 1,519,001 | $56.7M | 0.06% | +86,193+6.0% | Added |
| UBS Asset Management Americas Inc | 1,615,381 | $60.3M | 0.02% | +98,967+6.5% | Added |
| Macquarie Group Ltd | 1,697,003 | $63.4M | 0.07% | +292,511+20.8% | Added |
| Tandem Investment Advisors, Inc. | 1,866,350 | $69.7M | 2.79% | −100,337−5.1% | Reduced |
| Bank of Montreal | 1,915,034 | $72.1M | 0.04% | +1,732,479+949.0% | Added |
| Charles Schwab Investment Management Inc | 1,931,118 | $72.1M | 0.02% | +162,556+9.2% | Added |
| FMR LLC | 1,935,989 | $72.3M | 0.01% | +1,357,708+234.8% | Added |
| Norges Bank | 2,604,760 | $97.3M | 0.02% | −31,314−1.2% | Reduced |
| Bank of New York Mellon Corp | 2,777,495 | $103.7M | 0.02% | +149,916+5.7% | Added |
| Duff & Phelps Investment Management Co | 3,069,377 | $114.6M | 1.38% | +313,277+11.4% | Added |
| Legal & General Group Plc | 3,109,601 | $116.1M | 0.04% | +191,399+6.6% | Added |
| Northern Trust Corp | 3,337,735 | $124.7M | 0.02% | −48,998−1.4% | Reduced |
| Morgan Stanley | 3,704,956 | $138.4M | 0.01% | +1,492,222+67.4% | Added |
| Invesco Ltd. | 3,783,658 | $141.3M | 0.03% | −306,875−7.5% | Reduced |
| Geode Capital Management, LLC | 3,924,015 | $146.3M | 0.02% | +208,544+5.6% | Added |
| T. Rowe Price Investment Management, Inc. | 4,120,718 | $153.9M | 0.10% | +3,544,731+615.4% | Added |
| Pictet Asset Management Holding SA | 5,737,495 | $214.3M | 0.24% | −389,643−6.4% | Reduced |
| Amundi | 9,551,311 | $359.1M | 0.16% | +1,206,947+14.5% | Added |
| State Street Corp | 13,484,594 | $503.6M | 0.02% | +226,806+1.7% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $809.0M | 1.02% | 00.0% | Unchanged |
| Vanguard Group Inc | 27,992,080 | $1.05B | 0.02% | +823,495+3.0% | Added |
| BlackRock Inc. | 31,005,294 | $1.16B | 0.03% | +5,3800.0% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −383,363−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −233,847−100.0% | Sold out |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −156,140−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −121,152−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −113,186−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −99,704−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −87,984−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −65,117−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −51,929−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −51,820−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −38,195−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −37,582−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −36,921−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −27,257−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −25,038−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −22,572−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −19,390−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,675−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −13,519−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −10,114−100.0% | Sold out |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −9,909−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −9,688−100.0% | Sold out |
| Cape Cod Five Cents Savings Bank | 0 | $0 | 0.00% | −9,412−100.0% | Sold out |
| Youngs Advisory Group, Inc. | 0 | $0 | 0.00% | −6,778−100.0% | Sold out |
| Dearborn Partners LLC | 0 | $0 | 0.00% | −6,565−100.0% | Sold out |
| Wade G W & Inc | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −6,350−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −6,286−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −4,875−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −3,614−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −1,819−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −605−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| CGC Financial Services, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Bryn Mawr Trust Co | – | – | – | – | Not filed |
| Rothschild Investment Corp | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |