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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 140,782 | $5.22M | 0.02% | +3,779+2.8% | Added |
| Price T Rowe Associates Inc | 139,534 | $5.17M | 0.00% | +15,009+12.1% | Added |
| State of Wisconsin Investment Board | 138,388 | $5.13M | 0.01% | +8,795+6.8% | Added |
| MetLife Investment Management | 138,122 | $5.12M | 0.03% | −3,419−2.4% | Reduced |
| Amalgamated Bank | 137,147 | $5.08M | 0.04% | −19,041−12.2% | Reduced |
| TD Asset Management Inc | 131,804 | $4.88M | 0.00% | +108,338+461.7% | Added |
| Hamilton Point Investment Advisors, LLC | 126,767 | $4.70M | 0.92% | +56,979+81.6% | Added |
| Point72 Asset Management, L.P. | 125,100 | $4.63M | 0.01% | −900,138−87.8% | Reduced |
| Atom Investors LP | 125,077 | $4.63M | 0.58% | −24,404−16.3% | Reduced |
| Raymond James & Associates | 124,558 | $4.61M | 0.00% | −28,789−18.8% | Reduced |
| First National Bank & Trust Co of Newtown | 121,604 | $4.50M | 0.91% | −1,564−1.3% | Reduced |
| State of Tennessee, Treasury Department | 119,322 | $4.42M | 0.02% | +20,054+20.2% | Added |
| HM Payson & Co | 117,245 | $4.34M | 0.08% | −6,540−5.3% | Reduced |
| Avantax Advisory Services, Inc. | 116,437 | $4.31M | 0.04% | +6,880+6.3% | Added |
| Yousif Capital Management, LLC | 116,032 | $4.30M | 0.05% | −1,013−0.9% | Reduced |
| Storebrand Asset Management AS | 114,188 | $4.23M | 0.01% | +24,690+27.6% | Added |
| Comerica Bank | 112,338 | $4.16M | 0.02% | −5,815−4.9% | Reduced |
| Treasurer of the State of North Carolina | 112,038 | $4.15M | 0.02% | +4,350+4.0% | Added |
| Private Advisor Group, LLC | 108,854 | $4.03M | 0.03% | −2,140−1.9% | Reduced |
| Brown Advisory Inc | 106,360 | $3.94M | 0.01% | +995+0.9% | Added |
| Ostrum Asset Management | 105,658 | $3.91M | 0.31% | +1,020+1.0% | Added |
| Costello Asset Management, INC | 105,477 | $3.91M | 2.80% | −5,545−5.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 105,000 | $3.89M | 0.03% | −9,900−8.6% | Reduced |
| AdvisorNet Financial, Inc | 104,748 | $3.88M | 0.37% | +63+0.1% | Added |
| IFM Investors Pty Ltd | 100,421 | $3.72M | 0.04% | +8,033+8.7% | Added |
| State of New Jersey Common Pension Fund D | 99,860 | $3.70M | 0.01% | −19,114−16.1% | Reduced |
| Coston, McIsaac & Partners | 99,667 | $3.69M | 1.19% | +3,837+4.0% | Added |
| Zimmer Partners, LP | 98,400 | $3.65M | 0.08% | −365,620−78.8% | Reduced |
| Public Employees Retirement System of Ohio | 96,014 | $3.56M | 0.01% | −7,612−7.3% | Reduced |
| Covea Finance | 96,000 | $3.56M | 0.17% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 95,677 | $3.54M | 0.12% | +2,619+2.8% | Added |
| Asset Management One Co.,Ltd. | 92,805 | $3.44M | 0.01% | −728−0.8% | Reduced |
| Prudential PLC | 91,481 | $3.39M | 0.03% | −58,241−38.9% | Reduced |
| Envestnet Asset Management Inc | 91,439 | $3.39M | 0.00% | +35,914+64.7% | Added |
| Arrowstreet Capital, Limited Partnership | 91,323 | $3.38M | 0.00% | +55,796+157.1% | Added |
| First National Corp | 90,379 | $3.38M | 0.83% | −288−0.3% | Reduced |
| SEI Investments Co | 87,939 | $3.26M | 0.00% | −81,871−48.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 86,644 | $3.21M | 0.02% | +86,644 | New |
| Jones Financial Companies LLLP | 86,378 | $3.20M | 0.00% | +32,561+60.5% | Added |
| Alpine Woods Capital Investors, LLC | 86,396 | $3.16M | 0.63% | −5,457−5.9% | Reduced |
| Creative Planning | 83,113 | $3.08M | 0.00% | +7,588+10.0% | Added |
| Holocene Advisors, LP | 82,763 | $3.07M | 0.01% | −75,822−47.8% | Reduced |
| Kennedy Capital Management, Inc. | 80,749 | $2.99M | 0.06% | +4,499+5.9% | Added |
| Guggenheim Capital LLC | 79,133 | $2.93M | 0.02% | −14,685−15.7% | Reduced |
| Arcadia Investment Management Corp | 79,105 | $2.93M | 0.52% | +20,550+35.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 78,558 | $2.91M | 0.01% | −714−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 77,899 | $2.89M | 0.03% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 76,493 | $2.83M | 0.13% | +500+0.7% | Added |
| BLB&B Advisors, LLC | 76,107 | $2.82M | 0.16% | −6,017−7.3% | Reduced |
| Benedict Financial Advisors Inc | 75,191 | $2.79M | 0.71% | −569−0.8% | Reduced |
| American Century Companies Inc | 74,873 | $2.77M | 0.00% | +41+0.1% | Added |
| CenterBook Partners LP | 73,831 | $2.74M | 0.19% | +40,337+120.4% | Added |
| Louisiana State Employees Retirement System | 72,400 | $2.68M | 0.05% | +1,800+2.5% | Added |
| Arizona State Retirement System | 71,412 | $2.65M | 0.02% | +2,350+3.4% | Added |
| South Dakota Investment Council | 71,095 | $2.63M | 0.05% | −3,900−5.2% | Reduced |
| Shelton Capital Management | 70,769 | $2.62M | 0.07% | −90,100−56.0% | Reduced |
| Voya Investment Management LLC | 70,190 | $2.60M | 0.00% | −6,707−8.7% | Reduced |
| Stephens Inc | 67,870 | $2.51M | 0.04% | +831+1.2% | Added |
| Exchange Traded Concepts, LLC | 67,199 | $2.49M | 0.06% | +17,376+34.9% | Added |
| HighTower Advisors, LLC | 66,765 | $2.48M | 0.00% | −5,764−7.9% | Reduced |
| Jane Street Group, LLC | 66,566 | $2.47M | 0.00% | −77,806−53.9% | Reduced |
| Trillium Asset Management, LLC | 65,523 | $2.43M | 0.06% | +5,258+8.7% | Added |
| Russell Investments Group, Ltd. | 64,910 | $2.40M | 0.00% | −13,657−17.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 63,804 | $2.36M | 0.00% | +1,640+2.6% | Added |
| Thrivent Financial for Lutherans | 63,678 | $2.36M | 0.00% | −54,942−46.3% | Reduced |
| Jacobi Capital Management LLC | 63,569 | $2.36M | 0.22% | +1,498+2.4% | Added |
| Van Eck Associates Corp | 62,437 | $2.31M | 0.00% | +1,575+2.6% | Added |
| Forsta Ap-Fonden | 62,400 | $2.31M | 0.02% | +11,300+22.1% | Added |
| Advisor Group Holdings, Inc. | 62,324 | $2.31M | 0.01% | −18,659−23.0% | Reduced |
| Oregon Public Employees Retirement Fund | 62,164 | $2.30M | 0.05% | −8,624−12.2% | Reduced |
| State of Michigan Retirement System | 61,771 | $2.29M | 0.01% | +1,500+2.5% | Added |
| Tortoise Capital Advisors, L.L.C. | 61,384 | $2.27M | 0.03% | −90,987−59.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 60,023 | $2.22M | 0.00% | −37,310−38.3% | Reduced |
| Lido Advisors, LLC | 59,647 | $2.21M | 0.02% | −15,164−20.3% | Reduced |
| Radnor Capital Management, LLC | 59,352 | $2.20M | 0.37% | −1,164−1.9% | Reduced |
| Vontobel Holding Ltd. | 58,273 | $2.16M | 0.02% | +45,660+362.0% | Added |
| Ethic Inc. | 58,202 | $2.16M | 0.05% | −974−1.6% | Reduced |
| Alps Advisors Inc | 57,780 | $2.14M | 0.02% | +8,748+17.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 56,082 | $2.08M | 0.05% | +172+0.3% | Added |
| DnB Asset Management AS | 56,074 | $2.08M | 0.01% | −37,100−39.8% | Reduced |
| Natixis Advisors, L.P. | 55,629 | $2.06M | 0.00% | +30,673+122.9% | Added |
| Robeco Institutional Asset Management B.V. | 55,133 | $2.04M | 0.00% | +9,802+21.6% | Added |
| HSBC Holdings PLC | 54,133 | $2.01M | 0.00% | −109,209−66.9% | Reduced |
| ING Groep NV | 52,300 | $1.94M | 0.01% | −351,900−87.1% | Reduced |
| Rodgers Brothers Inc. | 51,288 | $1.90M | 0.26% | −130−0.3% | Reduced |
| Voloridge Investment Management, LLC | 50,698 | $1.88M | 0.01% | −7,054−12.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 50,378 | $1.87M | 0.03% | −1,827−3.5% | Reduced |
| M&T Bank Corp | 49,421 | $1.83M | 0.01% | −1,879−3.7% | Reduced |
| Tortoise Index Solutions, LLC | 49,288 | $1.83M | 0.37% | −535−1.1% | Reduced |
| New Mexico Educational Retirement Board | 48,800 | $1.81M | 0.06% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 48,796 | $1.81M | 0.01% | +18,494+61.0% | Added |
| Cetera Investment Advisers | 48,750 | $1.81M | 0.00% | +32,415+198.4% | Added |
| Panagora Asset Management Inc | 48,738 | $1.81M | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 48,438 | $1.79M | 0.01% | −497−1.0% | Reduced |
| Swiss Life Asset Management Ltd | 48,231 | $1.79M | 0.02% | −44,497−48.0% | Reduced |
| Cambridge Trust Co | 47,993 | $1.78M | 0.07% | +768+1.6% | Added |
| Ossiam | 47,829 | $1.77M | 0.03% | +38,417+408.2% | Added |
| Bridgewater Advisors Inc. | 47,070 | $1.74M | 0.26% | +6,743+16.7% | Added |
| CI Private Wealth, LLC | 45,733 | $1.69M | 0.00% | −6,280−12.1% | Reduced |
| First Personal Financial Services | 43,674 | $1.62M | 0.38% | +478+1.1% | Added |