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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 175,300 | $6.49M | 0.27% | −7,000−3.8% | Reduced |
| Victory Capital Management Inc | 182,819 | $6.77M | 0.01% | −74,444−28.9% | Reduced |
| The PNC Financial Services Group, Inc. | 188,522 | $6.98M | 0.00% | −8,351−4.2% | Reduced |
| Impax Asset Management Group plc | 189,482 | $7.02M | 0.03% | −31,108−14.1% | Reduced |
| Gotham Asset Management, LLC | 191,562 | $7.10M | 0.11% | +33,188+21.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 193,838 | $7.18M | 0.73% | +6,916+3.7% | Added |
| First Manhattan Co | 194,043 | $7.19M | 0.02% | −140−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 194,097 | $7.19M | 0.03% | −27,005−12.2% | Reduced |
| Boston Trust Walden Corp | 200,612 | $7.43M | 0.05% | +2,440+1.2% | Added |
| Maryland State Retirement & Pension System | 233,017 | $7.99M | 0.16% | +3,395+1.5% | Added |
| Nomura Asset Management Co Ltd | 218,001 | $8.08M | 0.03% | +38,859+21.7% | Added |
| Texas Permanent School Fund | 220,054 | $8.15M | 0.06% | +3,046+1.4% | Added |
| Danske Bank A/S | 221,906 | $8.22M | 0.03% | +221,906 | New |
| Manufacturers Life Insurance Company, The | 223,310 | $8.27M | 0.01% | +12,038+5.7% | Added |
| Magellan Asset Management Ltd | 224,231 | $8.31M | 0.08% | +24,441+12.2% | Added |
| NFJ Investment Group, LLC | 255,167 | $9.45M | 0.26% | −5,357−2.1% | Reduced |
| Cbre Clarion Securities LLC | 259,126 | $9.60M | 0.18% | +157,623+155.3% | Added |
| Commonwealth Equity Services, LLC | 268,251 | $9.94M | 0.02% | +13,803+5.4% | Added |
| LPL Financial LLC | 271,266 | $10.1M | 0.01% | +12,092+4.7% | Added |
| Swedbank AB | 276,656 | $10.3M | 0.01% | +79,868+40.6% | Added |
| Candriam Luxembourg S.C.A. | 286,102 | $10.6M | 0.07% | +41,422+16.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 306,588 | $11.4M | 0.03% | +214,031+231.2% | Added |
| Cambiar Investors LLC | 309,474 | $11.5M | 0.43% | +5,956+2.0% | Added |
| New York State Teachers Retirement System | 320,500 | $11.9M | 0.02% | +1,502+0.5% | Added |
| State Board of Administration of Florida Retirement System | 275,405 | $12.0M | 0.03% | +7,102+2.6% | Added |
| American International Group, Inc. | 332,823 | $12.3M | 0.04% | −6,573−1.9% | Reduced |
| Korea Investment CORP | 338,750 | $12.6M | 0.03% | −250,701−42.5% | Reduced |
| DekaBank Deutsche Girozentrale | 354,731 | $13.0M | 0.02% | +2,589+0.7% | Added |
| Great West Life Assurance Co | 359,539 | $13.3M | 0.03% | −427,691−54.3% | Reduced |
| Retirement Systems of Alabama | 359,840 | $13.3M | 0.05% | +984+0.3% | Added |
| Natixis | 359,945 | $13.3M | 0.07% | −110,334−23.5% | Reduced |
| Alliancebernstein L.P. | 367,770 | $13.6M | 0.00% | −100,608−21.5% | Reduced |
| Barclays PLC | 368,086 | $13.6M | 0.01% | −74,307−16.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 375,768 | $13.9M | 0.03% | −93,598−19.9% | Reduced |
| Standard Life Aberdeen plc | 375,617 | $13.9M | 0.03% | −25,379−6.3% | Reduced |
| Royal Bank of Canada | 382,546 | $14.2M | 0.00% | +29,269+8.3% | Added |
| New York State Common Retirement Fund | 392,968 | $14.6M | 0.02% | −20,380−4.9% | Reduced |
| Credit Suisse AG | 402,188 | $14.9M | 0.01% | +4,221+1.1% | Added |
| Wells Fargo & Company | 420,561 | $15.6M | 0.00% | +69,287+19.7% | Added |
| Thematics Asset Management | 426,726 | $15.8M | 0.66% | −145,207−25.4% | Reduced |
| Ameriprise Financial Inc | 429,938 | $15.9M | 0.00% | +7,648+1.8% | Added |
| Goldman Sachs Group Inc | 473,252 | $17.5M | 0.00% | −384,085−44.8% | Reduced |
| Public Employees Retirement Association of Colorado | 478,273 | $17.7M | 0.08% | −3,980−0.8% | Reduced |
| UBS Group AG | 501,323 | $18.6M | 0.01% | −724,526−59.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 503,328 | $18.6M | 0.13% | +44,686+9.7% | Added |
| GW&K Investment Management, LLC | 549,223 | $20.3M | 0.18% | +548,973+219,589.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 558,821 | $20.7M | 0.01% | +25,812+4.8% | Added |
| Gabelli Funds LLC | 559,950 | $20.7M | 0.15% | +58,018+11.6% | Added |
| Aviva PLC | 588,842 | $21.8M | 0.07% | +436,755+287.2% | Added |
| California State Teachers Retirement System | 610,667 | $22.6M | 0.03% | +64,394+11.8% | Added |
| Nuveen Asset Management, LLC | 645,285 | $23.9M | 0.01% | −34,056−5.0% | Reduced |
| JPMorgan Chase & Co | 675,829 | $25.0M | 0.00% | +6,217+0.9% | Added |
| Energy Income Partners, LLC | 726,500 | $26.9M | 0.55% | +726,500 | New |
| Swiss National Bank | 777,600 | $28.8M | 0.02% | −5,200−0.7% | Reduced |
| Rhumbline Advisers | 822,187 | $30.5M | 0.03% | −7,193−0.9% | Reduced |
| ProShare Advisors LLC | 859,854 | $31.9M | 0.08% | −58,964−6.4% | Reduced |
| Millennium Management LLC | 919,759 | $34.1M | 0.03% | +478,870+108.6% | Added |
| Ensign Peak Advisors, Inc | 933,363 | $34.6M | 0.06% | +795,913+579.1% | Added |
| Deutsche Bank AG | 968,843 | $35.9M | 0.02% | +251,244+35.0% | Added |
| APG Asset Management N.V. | 1,053,417 | $36.1M | 0.06% | +129,791+14.1% | Added |
| Franklin Resources Inc | 987,832 | $36.6M | 0.01% | −416,583−29.7% | Reduced |
| Bank of America Corp | 1,071,289 | $39.7M | 0.00% | +629,010+142.2% | Added |
| Principal Financial Group Inc | 1,120,066 | $41.5M | 0.02% | +33,329+3.1% | Added |
| Bank of Montreal | 1,159,594 | $43.0M | 0.02% | −755,440−39.4% | Reduced |
| Epoch Investment Partners, Inc. | 1,249,134 | $46.3M | 0.21% | +1,249,134 | New |
| FIL Ltd | 1,250,000 | $46.3M | 0.05% | +250,000+25.0% | Added |
| California Public Employees Retirement System | 1,252,960 | $46.4M | 0.03% | +823,254+191.6% | Added |
| Dimensional Fund Advisors LP | 1,265,293 | $46.9M | 0.01% | −15,939−1.2% | Reduced |
| Kames Capital plc | 1,381,067 | $51.1M | 0.77% | −37,746−2.7% | Reduced |
| Empower Advisory Group, LLC | 1,459,979 | $54.1M | 0.20% | +98,962+7.3% | Added |
| Charles Schwab Investment Management Inc | 1,559,681 | $57.8M | 0.01% | −371,437−19.2% | Reduced |
| UBS Asset Management Americas Inc | 1,667,073 | $61.8M | 0.02% | +51,692+3.2% | Added |
| Macquarie Group Ltd | 1,729,511 | $64.1M | 0.07% | +32,508+1.9% | Added |
| First Trust Advisors LP | 1,740,368 | $64.5M | 0.07% | +221,367+14.6% | Added |
| Tandem Investment Advisors, Inc. | 2,010,380 | $74.5M | 2.88% | +144,030+7.7% | Added |
| Norges Bank | 2,068,394 | $76.6M | 0.01% | −536,366−20.6% | Reduced |
| Bank of New York Mellon Corp | 2,744,277 | $101.7M | 0.02% | −33,218−1.2% | Reduced |
| Duff & Phelps Investment Management Co | 2,808,723 | $104.1M | 1.25% | −260,654−8.5% | Reduced |
| Northern Trust Corp | 2,976,686 | $110.3M | 0.02% | −361,049−10.8% | Reduced |
| Morgan Stanley | 3,229,963 | $119.7M | 0.01% | −474,993−12.8% | Reduced |
| Legal & General Group Plc | 3,313,466 | $122.8M | 0.04% | +203,865+6.6% | Added |
| Nordea Investment Management AB | 3,425,350 | $126.2M | 0.15% | +3,405,947+17,553.7% | Added |
| Invesco Ltd. | 4,100,557 | $151.9M | 0.03% | +316,899+8.4% | Added |
| Geode Capital Management, LLC | 4,128,610 | $152.7M | 0.01% | +204,595+5.2% | Added |
| FMR LLC | 4,426,397 | $164.0M | 0.01% | +2,490,408+128.6% | Added |
| Pictet Asset Management Holding SA | 4,983,755 | $184.6M | 0.20% | −753,740−13.1% | Reduced |
| Amundi | 8,081,145 | $296.3M | 0.13% | −1,470,166−15.4% | Reduced |
| State Street Corp | 13,319,567 | $493.5M | 0.02% | −165,027−1.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 13,851,527 | $513.2M | 0.31% | +9,730,809+236.1% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $802.5M | 0.84% | 00.0% | Unchanged |
| Vanguard Group Inc | 27,909,921 | $1.03B | 0.02% | −82,159−0.3% | Reduced |
| BlackRock Inc. | 31,030,336 | $1.15B | 0.03% | +25,042+0.1% | Added |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −1,493,108−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −630,141−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −167,180−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −98,400−100.0% | Sold out |
| Silver Lake Advisory, LLC | 0 | $0 | 0.00% | −83,576−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −60,286−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −54,502−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −51,716−100.0% | Sold out |