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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 156,188 | $5.83M | 0.05% | −490.0% | Reduced |
| Mutual of America Capital Management LLC | 155,052 | $5.79M | 0.07% | −2,984−1.9% | Reduced |
| Raymond James & Associates | 153,347 | $5.73M | 0.00% | −4,093−2.6% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 152,371 | $5.69M | 0.09% | −2,164−1.4% | Reduced |
| Aviva PLC | 152,087 | $5.68M | 0.02% | +16,225+11.9% | Added |
| Prudential PLC | 149,722 | $5.59M | 0.06% | +100,062+201.5% | Added |
| Atom Investors LP | 149,481 | $5.58M | 0.99% | +50,348+50.8% | Added |
| Jane Street Group, LLC | 144,372 | $5.39M | 0.01% | +95,808+197.3% | Added |
| MetLife Investment Management | 141,541 | $5.29M | 0.04% | +2,093+1.5% | Added |
| Ensign Peak Advisors, Inc | 137,450 | $5.13M | 0.01% | +8,448+6.5% | Added |
| Janney Montgomery Scott LLC | 137,003 | $5.12M | 0.02% | −6,752−4.7% | Reduced |
| CoreCommodity Management, LLC | 130,859 | $4.89M | 1.45% | +130,859 | New |
| State of Wisconsin Investment Board | 129,593 | $4.84M | 0.01% | −48,454−27.2% | Reduced |
| Price T Rowe Associates Inc | 124,525 | $4.65M | 0.00% | +11,620+10.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121,968 | $4.62M | 0.01% | +20,941+20.7% | Added |
| HM Payson & Co | 123,785 | $4.62M | 0.10% | −400−0.3% | Reduced |
| First National Bank & Trust Co of Newtown | 123,168 | $4.60M | 0.99% | −1,205−1.0% | Reduced |
| Qube Research & Technologies Ltd | 123,103 | $4.60M | 0.01% | −61,745−33.4% | Reduced |
| State of New Jersey Common Pension Fund D | 118,974 | $4.44M | 0.01% | −11,735−9.0% | Reduced |
| Thrivent Financial for Lutherans | 118,620 | $4.43M | 0.01% | +57,228+93.2% | Added |
| Farmers Trust Co | 118,415 | $4.42M | 0.92% | −3,815−3.1% | Reduced |
| Comerica Bank | 118,153 | $4.41M | 0.02% | +1,645+1.4% | Added |
| AXA S.A. | 117,953 | $4.41M | 0.01% | −5,682−4.6% | Reduced |
| Yousif Capital Management, LLC | 117,045 | $4.37M | 0.05% | +2,371+2.1% | Added |
| Mn Services Vermogensbeheer B.V. | 114,900 | $4.29M | 0.04% | −4,400−3.7% | Reduced |
| Costello Asset Management, INC | 111,022 | $4.15M | 3.44% | −2,483−2.2% | Reduced |
| Private Advisor Group, LLC | 110,994 | $4.15M | 0.03% | −3,606−3.1% | Reduced |
| Avantax Advisory Services, Inc. | 109,557 | $4.09M | 0.04% | +4,341+4.1% | Added |
| Treasurer of the State of North Carolina | 107,688 | $4.02M | 0.02% | +1,050+1.0% | Added |
| Brown Advisory Inc | 105,365 | $3.94M | 0.01% | +123+0.1% | Added |
| AdvisorNet Financial, Inc | 104,685 | $3.91M | 0.36% | +456+0.4% | Added |
| Ostrum Asset Management | 104,638 | $3.91M | 0.34% | +59,916+134.0% | Added |
| Public Employees Retirement System of Ohio | 103,626 | $3.87M | 0.02% | +2,945+2.9% | Added |
| Cbre Clarion Securities LLC | 101,503 | $3.79M | 0.07% | +11,444+12.7% | Added |
| State of Tennessee, Treasury Department | 99,268 | $3.71M | 0.01% | −53,158−34.9% | Reduced |
| Andra AP-fonden | 98,400 | $3.68M | 0.19% | +36,300+58.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 97,333 | $3.64M | 0.00% | +40,366+70.9% | Added |
| Covea Finance | 96,000 | $3.59M | 0.17% | +48,000+100.0% | Added |
| Coston, McIsaac & Partners | 95,830 | $3.58M | 1.25% | +4,768+5.2% | Added |
| Asset Management One Co.,Ltd. | 93,533 | $3.52M | 0.01% | +3,176+3.5% | Added |
| Guggenheim Capital LLC | 93,818 | $3.50M | 0.03% | −2,965−3.1% | Reduced |
| DnB Asset Management AS | 93,174 | $3.48M | 0.02% | +4,521+5.1% | Added |
| Ameritas Investment Partners, Inc. | 93,058 | $3.48M | 0.13% | +662+0.7% | Added |
| Swiss Life Asset Management Ltd | 92,728 | $3.47M | 0.04% | +2,986+3.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 92,557 | $3.46M | 0.01% | +576+0.6% | Added |
| IFM Investors Pty Ltd | 92,388 | $3.45M | 0.04% | −463−0.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 91,853 | $3.43M | 0.51% | +91,853 | New |
| First National Corp | 90,667 | $3.39M | 0.83% | −3,470−3.7% | Reduced |
| Storebrand Asset Management AS | 89,498 | $3.34M | 0.01% | +8,373+10.3% | Added |
| Silver Lake Advisory, LLC | 83,576 | $3.12M | 1.75% | −21,238−20.3% | Reduced |
| BLB&B Advisors, LLC | 82,124 | $3.07M | 0.19% | −5,761−6.6% | Reduced |
| Advisor Group Holdings, Inc. | 80,983 | $3.02M | 0.01% | −33,120−29.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 79,272 | $2.96M | 0.01% | +9,112+13.0% | Added |
| Prudential Financial Inc | 79,112 | $2.95M | 0.00% | −3,390−4.1% | Reduced |
| Russell Investments Group, Ltd. | 78,567 | $2.94M | 0.01% | −160,710−67.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 77,899 | $2.91M | 0.03% | −3,900−4.8% | Reduced |
| Voya Investment Management LLC | 76,897 | $2.87M | 0.00% | −2,286−2.9% | Reduced |
| Kennedy Capital Management, Inc. | 76,250 | $2.85M | 0.06% | +24,394+47.0% | Added |
| Clear Harbor Asset Management, LLC | 76,179 | $2.85M | 0.27% | −7,547−9.0% | Reduced |
| Texas Yale Capital Corp. | 75,993 | $2.84M | 0.14% | +8,125+12.0% | Added |
| Benedict Financial Advisors Inc | 75,760 | $2.83M | 0.77% | +228+0.3% | Added |
| Creative Planning | 75,525 | $2.82M | 0.01% | −10,691−12.4% | Reduced |
| South Dakota Investment Council | 74,995 | $2.80M | 0.06% | 00.0% | Unchanged |
| American Century Companies Inc | 74,832 | $2.79M | 0.00% | +62,754+519.6% | Added |
| Lido Advisors, LLC | 74,811 | $2.79M | 0.03% | +34,338+84.8% | Added |
| HighTower Advisors, LLC | 72,529 | $2.71M | 0.00% | −4,585−5.9% | Reduced |
| Oregon Public Employees Retirement Fund | 70,788 | $2.64M | 0.05% | +2,500+3.7% | Added |
| Louisiana State Employees Retirement System | 70,600 | $2.64M | 0.05% | +1,700+2.5% | Added |
| Hamilton Point Investment Advisors, LLC | 69,788 | $2.61M | 0.53% | +342+0.5% | Added |
| Arizona State Retirement System | 69,062 | $2.58M | 0.02% | +540+0.8% | Added |
| Stephens Inc | 67,039 | $2.50M | 0.04% | −1,468−2.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 62,164 | $2.32M | 0.00% | +1,807+3.0% | Added |
| Jacobi Capital Management LLC | 62,071 | $2.32M | 0.24% | +3,029+5.1% | Added |
| Van Eck Associates Corp | 60,862 | $2.27M | 0.00% | −3,281−5.1% | Reduced |
| Radnor Capital Management, LLC | 60,516 | $2.26M | 0.42% | −20.0% | Reduced |
| La Banque Postale Asset Management SA | 60,286 | $2.25M | 0.05% | −12,032−16.6% | Reduced |
| State of Michigan Retirement System | 60,271 | $2.25M | 0.01% | +2,100+3.6% | Added |
| Trillium Asset Management, LLC | 60,265 | $2.25M | 0.06% | +3,472+6.1% | Added |
| Citigroup Inc | 59,332 | $2.22M | 0.00% | −1,141−1.9% | Reduced |
| Ethic Inc. | 59,176 | $2.21M | 0.07% | +23,794+67.2% | Added |
| Eqis Capital Management, Inc. | 59,150 | $2.21M | 0.18% | −4,199−6.6% | Reduced |
| Arcadia Investment Management Corp | 58,555 | $2.19M | 0.42% | +16,174+38.2% | Added |
| Voloridge Investment Management, LLC | 57,752 | $2.16M | 0.01% | +57,752 | New |
| Northwestern Mutual Investment Management Company, LLC | 55,910 | $2.09M | 0.05% | +1,940+3.6% | Added |
| Envestnet Asset Management Inc | 55,525 | $2.07M | 0.00% | +294+0.5% | Added |
| Cinctive Capital Management LP | 54,502 | $2.04M | 0.14% | −45,092−45.3% | Reduced |
| Jones Financial Companies LLLP | 53,817 | $2.01M | 0.00% | +52,776+5,069.7% | Added |
| Cullen/Frost Bankers, Inc. | 52,205 | $1.95M | 0.03% | −1,128−2.1% | Reduced |
| CI Private Wealth, LLC | 52,013 | $1.94M | 0.00% | +15,110+40.9% | Added |
| Occudo Quantitative Strategies LP | 51,716 | $1.93M | 0.26% | +51,716 | New |
| Rodgers Brothers Inc. | 51,418 | $1.92M | 0.30% | −22,450−30.4% | Reduced |
| M&T Bank Corp | 51,300 | $1.92M | 0.01% | −683−1.3% | Reduced |
| Forsta Ap-Fonden | 51,100 | $1.91M | 0.02% | −19,900−28.0% | Reduced |
| YHB Investment Advisors, Inc. | 50,881 | $1.90M | 0.18% | −7,383−12.7% | Reduced |
| Toronto Dominion Bank | 50,123 | $1.87M | 0.00% | +2,220+4.6% | 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 |
| Aquatic Capital Management LLC | 49,400 | $1.84M | 0.05% | +5,500+12.5% | Added |
| Alps Advisors Inc | 49,032 | $1.83M | 0.01% | +6,912+16.4% | Added |
| Nisa Investment Advisors, LLC | 48,935 | $1.83M | 0.01% | −35−0.1% | Reduced |