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, Q1 2024
Institutional positions in Essential Utilities, Inc. as of Mar 31, 2024. 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
- 592
- −24 vs. Q4 2023
- Shares held
- 213.5M
- +9.16M (+4.5%) vs. Q4 2023
- Total value
- $7.90B
- +$272.4M (+3.6%) vs. Q4 2023
- New holders
- 44
- 235 more added
- Sold out
- 68
- 196 more reduced
7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 31,030,336 | $1.15B | 0.03% | +25,042+0.1% | Added |
| Vanguard Group Inc | 27,909,921 | $1.03B | 0.02% | −82,159−0.3% | Reduced |
| Canada Pension Plan Investment Board | 21,661,095 | $802.5M | 0.84% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 13,851,527 | $513.2M | 0.31% | +9,730,809+236.1% | Added |
| State Street Corp | 13,319,567 | $493.5M | 0.02% | −165,027−1.2% | Reduced |
| Amundi | 8,081,145 | $296.3M | 0.13% | −1,470,166−15.4% | Reduced |
| Pictet Asset Management Holding SA | 4,983,755 | $184.6M | 0.20% | −753,740−13.1% | Reduced |
| FMR LLC | 4,426,397 | $164.0M | 0.01% | +2,490,408+128.6% | Added |
| Geode Capital Management, LLC | 4,128,610 | $152.7M | 0.01% | +204,595+5.2% | Added |
| Invesco Ltd. | 4,100,557 | $151.9M | 0.03% | +316,899+8.4% | Added |
| Nordea Investment Management AB | 3,425,350 | $126.2M | 0.15% | +3,405,947+17,553.7% | Added |
| Legal & General Group Plc | 3,313,466 | $122.8M | 0.04% | +203,865+6.6% | Added |
| Morgan Stanley | 3,229,963 | $119.7M | 0.01% | −474,993−12.8% | Reduced |
| Northern Trust Corp | 2,976,686 | $110.3M | 0.02% | −361,049−10.8% | Reduced |
| Duff & Phelps Investment Management Co | 2,808,723 | $104.1M | 1.25% | −260,654−8.5% | Reduced |
| Bank of New York Mellon Corp | 2,744,277 | $101.7M | 0.02% | −33,218−1.2% | Reduced |
| Norges Bank | 2,068,394 | $76.6M | 0.01% | −536,366−20.6% | Reduced |
| Tandem Investment Advisors, Inc. | 2,010,380 | $74.5M | 2.88% | +144,030+7.7% | Added |
| First Trust Advisors LP | 1,740,368 | $64.5M | 0.07% | +221,367+14.6% | Added |
| Macquarie Group Ltd | 1,729,511 | $64.1M | 0.07% | +32,508+1.9% | Added |
| UBS Asset Management Americas Inc | 1,667,073 | $61.8M | 0.02% | +51,692+3.2% | Added |
| Charles Schwab Investment Management Inc | 1,559,681 | $57.8M | 0.01% | −371,437−19.2% | Reduced |
| Empower Advisory Group, LLC | 1,459,979 | $54.1M | 0.20% | +98,962+7.3% | Added |
| Kames Capital plc | 1,381,067 | $51.1M | 0.77% | −37,746−2.7% | Reduced |
| Dimensional Fund Advisors LP | 1,265,293 | $46.9M | 0.01% | −15,939−1.2% | Reduced |
| California Public Employees Retirement System | 1,252,960 | $46.4M | 0.03% | +823,254+191.6% | Added |
| FIL Ltd | 1,250,000 | $46.3M | 0.05% | +250,000+25.0% | Added |
| Epoch Investment Partners, Inc. | 1,249,134 | $46.3M | 0.21% | +1,249,134 | New |
| Bank of Montreal | 1,159,594 | $43.0M | 0.02% | −755,440−39.4% | Reduced |
| Principal Financial Group Inc | 1,120,066 | $41.5M | 0.02% | +33,329+3.1% | Added |
| Bank of America Corp | 1,071,289 | $39.7M | 0.00% | +629,010+142.2% | Added |
| Franklin Resources Inc | 987,832 | $36.6M | 0.01% | −416,583−29.7% | Reduced |
| APG Asset Management N.V. | 1,053,417 | $36.1M | 0.06% | +129,791+14.1% | Added |
| Deutsche Bank AG | 968,843 | $35.9M | 0.02% | +251,244+35.0% | Added |
| Ensign Peak Advisors, Inc | 933,363 | $34.6M | 0.06% | +795,913+579.1% | Added |
| Millennium Management LLC | 919,759 | $34.1M | 0.03% | +478,870+108.6% | Added |
| ProShare Advisors LLC | 859,854 | $31.9M | 0.08% | −58,964−6.4% | Reduced |
| Rhumbline Advisers | 822,187 | $30.5M | 0.03% | −7,193−0.9% | Reduced |
| Swiss National Bank | 777,600 | $28.8M | 0.02% | −5,200−0.7% | Reduced |
| Energy Income Partners, LLC | 726,500 | $26.9M | 0.55% | +726,500 | New |
| JPMorgan Chase & Co | 675,829 | $25.0M | 0.00% | +6,217+0.9% | Added |
| Nuveen Asset Management, LLC | 645,285 | $23.9M | 0.01% | −34,056−5.0% | Reduced |
| California State Teachers Retirement System | 610,667 | $22.6M | 0.03% | +64,394+11.8% | Added |
| Aviva PLC | 588,842 | $21.8M | 0.07% | +436,755+287.2% | Added |
| Gabelli Funds LLC | 559,950 | $20.7M | 0.15% | +58,018+11.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 558,821 | $20.7M | 0.01% | +25,812+4.8% | Added |
| GW&K Investment Management, LLC | 549,223 | $20.3M | 0.18% | +548,973+219,589.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 503,328 | $18.6M | 0.13% | +44,686+9.7% | Added |
| UBS Group AG | 501,323 | $18.6M | 0.01% | −724,526−59.1% | Reduced |
| Public Employees Retirement Association of Colorado | 478,273 | $17.7M | 0.08% | −3,980−0.8% | Reduced |
| Goldman Sachs Group Inc | 473,252 | $17.5M | 0.00% | −384,085−44.8% | Reduced |
| Ameriprise Financial Inc | 429,938 | $15.9M | 0.00% | +7,648+1.8% | Added |
| Thematics Asset Management | 426,726 | $15.8M | 0.66% | −145,207−25.4% | Reduced |
| Wells Fargo & Company | 420,561 | $15.6M | 0.00% | +69,287+19.7% | Added |
| Credit Suisse AG | 402,188 | $14.9M | 0.01% | +4,221+1.1% | Added |
| New York State Common Retirement Fund | 392,968 | $14.6M | 0.02% | −20,380−4.9% | Reduced |
| Royal Bank of Canada | 382,546 | $14.2M | 0.00% | +29,269+8.3% | Added |
| Standard Life Aberdeen plc | 375,617 | $13.9M | 0.03% | −25,379−6.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 375,768 | $13.9M | 0.03% | −93,598−19.9% | Reduced |
| Barclays PLC | 368,086 | $13.6M | 0.01% | −74,307−16.8% | Reduced |
| Alliancebernstein L.P. | 367,770 | $13.6M | 0.00% | −100,608−21.5% | Reduced |
| Natixis | 359,945 | $13.3M | 0.07% | −110,334−23.5% | Reduced |
| Retirement Systems of Alabama | 359,840 | $13.3M | 0.05% | +984+0.3% | Added |
| Great West Life Assurance Co | 359,539 | $13.3M | 0.03% | −427,691−54.3% | Reduced |
| DekaBank Deutsche Girozentrale | 354,731 | $13.0M | 0.02% | +2,589+0.7% | Added |
| Korea Investment CORP | 338,750 | $12.6M | 0.03% | −250,701−42.5% | Reduced |
| American International Group, Inc. | 332,823 | $12.3M | 0.04% | −6,573−1.9% | Reduced |
| State Board of Administration of Florida Retirement System | 275,405 | $12.0M | 0.03% | +7,102+2.6% | Added |
| New York State Teachers Retirement System | 320,500 | $11.9M | 0.02% | +1,502+0.5% | Added |
| Cambiar Investors LLC | 309,474 | $11.5M | 0.43% | +5,956+2.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 306,588 | $11.4M | 0.03% | +214,031+231.2% | Added |
| Candriam Luxembourg S.C.A. | 286,102 | $10.6M | 0.07% | +41,422+16.9% | Added |
| Swedbank AB | 276,656 | $10.3M | 0.01% | +79,868+40.6% | Added |
| LPL Financial LLC | 271,266 | $10.1M | 0.01% | +12,092+4.7% | Added |
| Commonwealth Equity Services, LLC | 268,251 | $9.94M | 0.02% | +13,803+5.4% | Added |
| Cbre Clarion Securities LLC | 259,126 | $9.60M | 0.18% | +157,623+155.3% | Added |
| NFJ Investment Group, LLC | 255,167 | $9.45M | 0.26% | −5,357−2.1% | Reduced |
| Magellan Asset Management Ltd | 224,231 | $8.31M | 0.08% | +24,441+12.2% | Added |
| Manufacturers Life Insurance Company, The | 223,310 | $8.27M | 0.01% | +12,038+5.7% | Added |
| Danske Bank A/S | 221,906 | $8.22M | 0.03% | +221,906 | New |
| Texas Permanent School Fund | 220,054 | $8.15M | 0.06% | +3,046+1.4% | Added |
| Nomura Asset Management Co Ltd | 218,001 | $8.08M | 0.03% | +38,859+21.7% | Added |
| Maryland State Retirement & Pension System | 233,017 | $7.99M | 0.16% | +3,395+1.5% | Added |
| Boston Trust Walden Corp | 200,612 | $7.43M | 0.05% | +2,440+1.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 194,097 | $7.19M | 0.03% | −27,005−12.2% | Reduced |
| First Manhattan Co | 194,043 | $7.19M | 0.02% | −140−0.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 193,838 | $7.18M | 0.73% | +6,916+3.7% | Added |
| Gotham Asset Management, LLC | 191,562 | $7.10M | 0.11% | +33,188+21.0% | Added |
| Impax Asset Management Group plc | 189,482 | $7.02M | 0.03% | −31,108−14.1% | Reduced |
| The PNC Financial Services Group, Inc. | 188,522 | $6.98M | 0.00% | −8,351−4.2% | Reduced |
| Victory Capital Management Inc | 182,819 | $6.77M | 0.01% | −74,444−28.9% | Reduced |
| Hennessy Advisors Inc | 175,300 | $6.49M | 0.27% | −7,000−3.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 159,863 | $5.92M | 0.28% | +159,863 | New |
| Wills Financial Group, Inc. | 159,595 | $5.91M | 2.79% | +680+0.4% | Added |
| AQR Capital Management LLC | 156,989 | $5.76M | 0.01% | −81,299−34.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 152,120 | $5.64M | 0.01% | +30,152+24.7% | Added |
| Mutual of America Capital Management LLC | 149,813 | $5.55M | 0.06% | −5,239−3.4% | Reduced |
| CoreCommodity Management, LLC | 147,555 | $5.47M | 1.95% | +16,696+12.8% | Added |
| Stifel Financial Corp | 141,118 | $5.23M | 0.01% | −37,125−20.8% | Reduced |
| AXA S.A. | 140,959 | $5.22M | 0.02% | +23,006+19.5% | Added |