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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 48,750 | $1.81M | 0.00% | +32,415+198.4% | Added |
| Glenmede Trust Co NA | 48,796 | $1.81M | 0.01% | +18,494+61.0% | Added |
| New Mexico Educational Retirement Board | 48,800 | $1.81M | 0.06% | 00.0% | Unchanged |
| Tortoise Index Solutions, LLC | 49,288 | $1.83M | 0.37% | −535−1.1% | Reduced |
| M&T Bank Corp | 49,421 | $1.83M | 0.01% | −1,879−3.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 50,378 | $1.87M | 0.03% | −1,827−3.5% | Reduced |
| Voloridge Investment Management, LLC | 50,698 | $1.88M | 0.01% | −7,054−12.2% | Reduced |
| Rodgers Brothers Inc. | 51,288 | $1.90M | 0.26% | −130−0.3% | Reduced |
| ING Groep NV | 52,300 | $1.94M | 0.01% | −351,900−87.1% | Reduced |
| HSBC Holdings PLC | 54,133 | $2.01M | 0.00% | −109,209−66.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 55,133 | $2.04M | 0.00% | +9,802+21.6% | Added |
| Natixis Advisors, L.P. | 55,629 | $2.06M | 0.00% | +30,673+122.9% | Added |
| DnB Asset Management AS | 56,074 | $2.08M | 0.01% | −37,100−39.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 56,082 | $2.08M | 0.05% | +172+0.3% | Added |
| Alps Advisors Inc | 57,780 | $2.14M | 0.02% | +8,748+17.8% | Added |
| Ethic Inc. | 58,202 | $2.16M | 0.05% | −974−1.6% | Reduced |
| Vontobel Holding Ltd. | 58,273 | $2.16M | 0.02% | +45,660+362.0% | Added |
| Radnor Capital Management, LLC | 59,352 | $2.20M | 0.37% | −1,164−1.9% | Reduced |
| Lido Advisors, LLC | 59,647 | $2.21M | 0.02% | −15,164−20.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 60,023 | $2.22M | 0.00% | −37,310−38.3% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 61,384 | $2.27M | 0.03% | −90,987−59.7% | Reduced |
| State of Michigan Retirement System | 61,771 | $2.29M | 0.01% | +1,500+2.5% | Added |
| Oregon Public Employees Retirement Fund | 62,164 | $2.30M | 0.05% | −8,624−12.2% | Reduced |
| Advisor Group Holdings, Inc. | 62,324 | $2.31M | 0.01% | −18,659−23.0% | Reduced |
| Forsta Ap-Fonden | 62,400 | $2.31M | 0.02% | +11,300+22.1% | Added |
| Van Eck Associates Corp | 62,437 | $2.31M | 0.00% | +1,575+2.6% | Added |
| Jacobi Capital Management LLC | 63,569 | $2.36M | 0.22% | +1,498+2.4% | Added |
| Thrivent Financial for Lutherans | 63,678 | $2.36M | 0.00% | −54,942−46.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 63,804 | $2.36M | 0.00% | +1,640+2.6% | Added |
| Russell Investments Group, Ltd. | 64,910 | $2.40M | 0.00% | −13,657−17.4% | Reduced |
| Trillium Asset Management, LLC | 65,523 | $2.43M | 0.06% | +5,258+8.7% | Added |
| Jane Street Group, LLC | 66,566 | $2.47M | 0.00% | −77,806−53.9% | Reduced |
| HighTower Advisors, LLC | 66,765 | $2.48M | 0.00% | −5,764−7.9% | Reduced |
| Exchange Traded Concepts, LLC | 67,199 | $2.49M | 0.06% | +17,376+34.9% | Added |
| Stephens Inc | 67,870 | $2.51M | 0.04% | +831+1.2% | Added |
| Voya Investment Management LLC | 70,190 | $2.60M | 0.00% | −6,707−8.7% | Reduced |
| Shelton Capital Management | 70,769 | $2.62M | 0.07% | −90,100−56.0% | Reduced |
| South Dakota Investment Council | 71,095 | $2.63M | 0.05% | −3,900−5.2% | Reduced |
| Arizona State Retirement System | 71,412 | $2.65M | 0.02% | +2,350+3.4% | Added |
| Louisiana State Employees Retirement System | 72,400 | $2.68M | 0.05% | +1,800+2.5% | Added |
| CenterBook Partners LP | 73,831 | $2.74M | 0.19% | +40,337+120.4% | Added |
| American Century Companies Inc | 74,873 | $2.77M | 0.00% | +41+0.1% | Added |
| Benedict Financial Advisors Inc | 75,191 | $2.79M | 0.71% | −569−0.8% | Reduced |
| BLB&B Advisors, LLC | 76,107 | $2.82M | 0.16% | −6,017−7.3% | Reduced |
| Texas Yale Capital Corp. | 76,493 | $2.83M | 0.13% | +500+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 77,899 | $2.89M | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 78,558 | $2.91M | 0.01% | −714−0.9% | Reduced |
| Arcadia Investment Management Corp | 79,105 | $2.93M | 0.52% | +20,550+35.1% | Added |
| Guggenheim Capital LLC | 79,133 | $2.93M | 0.02% | −14,685−15.7% | Reduced |
| Kennedy Capital Management, Inc. | 80,749 | $2.99M | 0.06% | +4,499+5.9% | Added |
| Holocene Advisors, LP | 82,763 | $3.07M | 0.01% | −75,822−47.8% | Reduced |
| Creative Planning | 83,113 | $3.08M | 0.00% | +7,588+10.0% | Added |
| Alpine Woods Capital Investors, LLC | 86,396 | $3.16M | 0.63% | −5,457−5.9% | Reduced |
| Jones Financial Companies LLLP | 86,378 | $3.20M | 0.00% | +32,561+60.5% | Added |
| Resona Asset Management Co.,Ltd. | 86,644 | $3.21M | 0.02% | +86,644 | New |
| SEI Investments Co | 87,939 | $3.26M | 0.00% | −81,871−48.2% | Reduced |
| First National Corp | 90,379 | $3.38M | 0.83% | −288−0.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 91,323 | $3.38M | 0.00% | +55,796+157.1% | Added |
| Envestnet Asset Management Inc | 91,439 | $3.39M | 0.00% | +35,914+64.7% | Added |
| Prudential PLC | 91,481 | $3.39M | 0.03% | −58,241−38.9% | Reduced |
| Asset Management One Co.,Ltd. | 92,805 | $3.44M | 0.01% | −728−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 95,677 | $3.54M | 0.12% | +2,619+2.8% | Added |
| Covea Finance | 96,000 | $3.56M | 0.17% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 96,014 | $3.56M | 0.01% | −7,612−7.3% | Reduced |
| Zimmer Partners, LP | 98,400 | $3.65M | 0.08% | −365,620−78.8% | Reduced |
| Coston, McIsaac & Partners | 99,667 | $3.69M | 1.19% | +3,837+4.0% | Added |
| State of New Jersey Common Pension Fund D | 99,860 | $3.70M | 0.01% | −19,114−16.1% | Reduced |
| IFM Investors Pty Ltd | 100,421 | $3.72M | 0.04% | +8,033+8.7% | Added |
| AdvisorNet Financial, Inc | 104,748 | $3.88M | 0.37% | +63+0.1% | Added |
| Mn Services Vermogensbeheer B.V. | 105,000 | $3.89M | 0.03% | −9,900−8.6% | Reduced |
| Costello Asset Management, INC | 105,477 | $3.91M | 2.80% | −5,545−5.0% | Reduced |
| Ostrum Asset Management | 105,658 | $3.91M | 0.31% | +1,020+1.0% | Added |
| Brown Advisory Inc | 106,360 | $3.94M | 0.01% | +995+0.9% | Added |
| Private Advisor Group, LLC | 108,854 | $4.03M | 0.03% | −2,140−1.9% | Reduced |
| Treasurer of the State of North Carolina | 112,038 | $4.15M | 0.02% | +4,350+4.0% | Added |
| Comerica Bank | 112,338 | $4.16M | 0.02% | −5,815−4.9% | Reduced |
| Storebrand Asset Management AS | 114,188 | $4.23M | 0.01% | +24,690+27.6% | Added |
| Yousif Capital Management, LLC | 116,032 | $4.30M | 0.05% | −1,013−0.9% | Reduced |
| Avantax Advisory Services, Inc. | 116,437 | $4.31M | 0.04% | +6,880+6.3% | Added |
| HM Payson & Co | 117,245 | $4.34M | 0.08% | −6,540−5.3% | Reduced |
| State of Tennessee, Treasury Department | 119,322 | $4.42M | 0.02% | +20,054+20.2% | Added |
| First National Bank & Trust Co of Newtown | 121,604 | $4.50M | 0.91% | −1,564−1.3% | Reduced |
| Raymond James & Associates | 124,558 | $4.61M | 0.00% | −28,789−18.8% | Reduced |
| Atom Investors LP | 125,077 | $4.63M | 0.58% | −24,404−16.3% | Reduced |
| Point72 Asset Management, L.P. | 125,100 | $4.63M | 0.01% | −900,138−87.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 126,767 | $4.70M | 0.92% | +56,979+81.6% | Added |
| TD Asset Management Inc | 131,804 | $4.88M | 0.00% | +108,338+461.7% | Added |
| Amalgamated Bank | 137,147 | $5.08M | 0.04% | −19,041−12.2% | Reduced |
| MetLife Investment Management | 138,122 | $5.12M | 0.03% | −3,419−2.4% | Reduced |
| State of Wisconsin Investment Board | 138,388 | $5.13M | 0.01% | +8,795+6.8% | Added |
| Price T Rowe Associates Inc | 139,534 | $5.17M | 0.00% | +15,009+12.1% | Added |
| Janney Montgomery Scott LLC | 140,782 | $5.22M | 0.02% | +3,779+2.8% | Added |
| AXA S.A. | 140,959 | $5.22M | 0.02% | +23,006+19.5% | Added |
| Stifel Financial Corp | 141,118 | $5.23M | 0.01% | −37,125−20.8% | Reduced |
| CoreCommodity Management, LLC | 147,555 | $5.47M | 1.95% | +16,696+12.8% | Added |
| Mutual of America Capital Management LLC | 149,813 | $5.55M | 0.06% | −5,239−3.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 152,120 | $5.64M | 0.01% | +30,152+24.7% | Added |
| AQR Capital Management LLC | 156,989 | $5.76M | 0.01% | −81,299−34.1% | Reduced |
| Wills Financial Group, Inc. | 159,595 | $5.91M | 2.79% | +680+0.4% | Added |
| Susquehanna Fundamental Investments, LLC | 159,863 | $5.92M | 0.28% | +159,863 | New |