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, Q2 2024
Institutional positions in Essential Utilities, Inc. as of Jun 30, 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
- 601
- +17 vs. Q1 2024
- Shares held
- 214.6M
- +1.69M (+0.8%) vs. Q1 2024
- Total value
- $8.01B
- +$125.4M (+1.6%) vs. Q1 2024
- New holders
- 63
- 216 more added
- Sold out
- 46
- 216 more reduced
8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 30,827,925 | $1.15B | 0.03% | −202,411−0.7% | Reduced |
| Vanguard Group Inc | 27,821,441 | $1.04B | 0.02% | −88,480−0.3% | Reduced |
| Canada Pension Plan Investment Board | 21,661,095 | $808.6M | 0.79% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 14,345,260 | $535.5M | 0.34% | +493,733+3.6% | Added |
| State Street Corp | 12,782,423 | $477.2M | 0.02% | −537,144−4.0% | Reduced |
| Amundi | 7,480,837 | $278.3M | 0.11% | −600,308−7.4% | Reduced |
| Nordea Investment Management AB | 5,036,541 | $188.6M | 0.22% | +1,611,191+47.0% | Added |
| Pictet Asset Management Holding SA | 4,855,123 | $181.2M | 0.21% | −128,632−2.6% | Reduced |
| Geode Capital Management, LLC | 4,223,520 | $157.4M | 0.01% | +94,910+2.3% | Added |
| Invesco Ltd. | 4,204,616 | $157.0M | 0.03% | +104,059+2.5% | Added |
| FMR LLC | 3,342,673 | $124.8M | 0.01% | −1,083,724−24.5% | Reduced |
| Legal & General Group Plc | 3,269,777 | $122.1M | 0.03% | −43,689−1.3% | Reduced |
| Morgan Stanley | 3,172,532 | $118.4M | 0.01% | −57,431−1.8% | Reduced |
| First Trust Advisors LP | 3,171,256 | $118.4M | 0.12% | +1,430,888+82.2% | Added |
| Northern Trust Corp | 3,126,583 | $116.7M | 0.02% | +149,897+5.0% | Added |
| Bank of New York Mellon Corp | 2,754,099 | $102.8M | 0.02% | +9,822+0.4% | Added |
| Duff & Phelps Investment Management Co | 2,430,307 | $90.7M | 1.16% | −378,416−13.5% | Reduced |
| Norges Bank | 2,123,405 | $79.3M | 0.01% | +55,011+2.7% | Added |
| Tandem Investment Advisors, Inc. | 2,023,937 | $75.6M | 3.01% | +13,557+0.7% | Added |
| UBS Asset Management Americas Inc | 2,008,448 | $75.0M | 0.02% | +341,375+20.5% | Added |
| Macquarie Group Ltd | 1,753,301 | $65.5M | 0.08% | +23,790+1.4% | Added |
| Charles Schwab Investment Management Inc | 1,722,770 | $64.3M | 0.01% | +163,089+10.5% | Added |
| Empower Advisory Group, LLC | 1,500,879 | $56.0M | 0.21% | +40,900+2.8% | Added |
| Dimensional Fund Advisors LP | 1,500,150 | $56.0M | 0.01% | +234,857+18.6% | Added |
| Kames Capital plc | 1,221,779 | $45.6M | 0.64% | −159,288−11.5% | Reduced |
| Epoch Investment Partners, Inc. | 1,180,773 | $44.1M | 0.20% | −68,361−5.5% | Reduced |
| FIL Ltd | 1,166,000 | $43.5M | 0.04% | −84,000−6.7% | Reduced |
| California Public Employees Retirement System | 1,143,652 | $42.7M | 0.03% | −109,308−8.7% | Reduced |
| Principal Financial Group Inc | 1,017,853 | $38.0M | 0.02% | −102,213−9.1% | Reduced |
| Franklin Resources Inc | 986,972 | $36.8M | 0.01% | −860−0.1% | Reduced |
| Deutsche Bank AG | 973,172 | $36.3M | 0.02% | +4,329+0.4% | Added |
| APG Asset Management N.V. | 1,027,874 | $35.8M | 0.06% | −25,543−2.4% | Reduced |
| Ensign Peak Advisors, Inc | 920,253 | $34.4M | 0.06% | −13,110−1.4% | Reduced |
| Boston Trust Walden Corp | 903,372 | $33.7M | 0.25% | +702,760+350.3% | Added |
| ProShare Advisors LLC | 881,658 | $32.9M | 0.09% | +21,804+2.5% | Added |
| Rhumbline Advisers | 853,002 | $31.8M | 0.03% | +30,815+3.7% | Added |
| Allianz Asset Management GmbH | 827,768 | $30.9M | 0.05% | +786,026+1,883.1% | Added |
| Energy Income Partners, LLC | 790,751 | $29.5M | 0.66% | +64,251+8.8% | Added |
| Swiss National Bank | 768,900 | $28.7M | 0.02% | −8,700−1.1% | Reduced |
| California State Teachers Retirement System | 758,443 | $28.3M | 0.03% | +147,776+24.2% | Added |
| JPMorgan Chase & Co | 716,888 | $26.8M | 0.00% | +41,059+6.1% | Added |
| Bank of America Corp | 700,474 | $26.1M | 0.00% | −370,815−34.6% | Reduced |
| Aviva PLC | 680,881 | $25.4M | 0.07% | +92,039+15.6% | Added |
| Nuveen Asset Management, LLC | 642,044 | $24.0M | 0.01% | −3,241−0.5% | Reduced |
| Bank of Montreal | 625,213 | $23.4M | 0.01% | −534,381−46.1% | Reduced |
| GW&K Investment Management, LLC | 610,522 | $22.8M | 0.21% | +61,299+11.2% | Added |
| UBS Group AG | 598,969 | $22.4M | 0.01% | +97,646+19.5% | Added |
| New York State Common Retirement Fund | 564,758 | $21.1M | 0.03% | +171,790+43.7% | Added |
| Gabelli Funds LLC | 553,850 | $20.7M | 0.16% | −6,100−1.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 505,438 | $18.9M | 0.12% | +2,110+0.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 480,592 | $17.9M | 0.01% | −78,229−14.0% | Reduced |
| Public Employees Retirement Association of Colorado | 477,127 | $17.8M | 0.07% | −1,146−0.2% | Reduced |
| Wells Fargo & Company | 447,816 | $16.7M | 0.00% | +27,255+6.5% | Added |
| Thematics Asset Management | 442,726 | $16.5M | 0.67% | +16,000+3.7% | Added |
| Goldman Sachs Group Inc | 426,177 | $15.9M | 0.00% | −47,075−9.9% | Reduced |
| Ameriprise Financial Inc | 413,067 | $15.4M | 0.00% | −16,871−3.9% | Reduced |
| Royal Bank of Canada | 412,946 | $15.4M | 0.00% | +30,400+7.9% | Added |
| Barclays PLC | 382,951 | $14.3M | 0.01% | +14,865+4.0% | Added |
| Korea Investment CORP | 374,881 | $14.0M | 0.04% | +36,131+10.7% | Added |
| Great West Life Assurance Co | 365,780 | $13.7M | 0.03% | +6,241+1.7% | Added |
| Alliancebernstein L.P. | 363,199 | $13.6M | 0.00% | −4,571−1.2% | Reduced |
| Standard Life Aberdeen plc | 361,401 | $13.5M | 0.03% | −14,216−3.8% | Reduced |
| Retirement Systems of Alabama | 354,688 | $13.2M | 0.05% | −5,152−1.4% | Reduced |
| DekaBank Deutsche Girozentrale | 344,848 | $12.8M | 0.02% | −9,883−2.8% | Reduced |
| Candriam Luxembourg S.C.A. | 329,150 | $12.3M | 0.07% | +43,048+15.0% | Added |
| New York State Teachers Retirement System | 320,786 | $12.0M | 0.03% | +286+0.1% | Added |
| Corebridge Financial, Inc. | 318,296 | $11.9M | 0.07% | +318,296 | New |
| AMF Pensionsforsakring AB | 317,125 | $11.9M | 0.09% | +317,125 | New |
| Cambiar Investors LLC | 307,005 | $11.5M | 0.45% | −2,469−0.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 304,143 | $11.4M | 0.03% | −2,445−0.8% | Reduced |
| LPL Financial LLC | 279,498 | $10.4M | 0.01% | +8,232+3.0% | Added |
| Swedbank AB | 274,222 | $10.2M | 0.01% | −2,434−0.9% | Reduced |
| Cbre Clarion Securities LLC | 273,803 | $10.2M | 0.19% | +14,677+5.7% | Added |
| Commonwealth Equity Services, LLC | 271,515 | $10.1M | 0.02% | +3,264+1.2% | Added |
| State Board of Administration of Florida Retirement System | 268,303 | $10.0M | 0.02% | −7,102−2.6% | Reduced |
| Gotham Asset Management, LLC | 262,038 | $9.78M | 0.13% | +70,476+36.8% | Added |
| NFJ Investment Group, LLC | 254,313 | $9.49M | 0.29% | −854−0.3% | Reduced |
| Magellan Asset Management Ltd | 247,377 | $9.23M | 0.09% | +23,146+10.3% | Added |
| Nomura Asset Management Co Ltd | 237,101 | $8.85M | 0.03% | +19,100+8.8% | Added |
| Maryland State Retirement & Pension System | 231,672 | $8.65M | 0.16% | −1,345−0.6% | Reduced |
| Atom Investors LP | 230,999 | $8.62M | 0.86% | +105,922+84.7% | Added |
| Manufacturers Life Insurance Company, The | 217,130 | $8.11M | 0.01% | −6,180−2.8% | Reduced |
| Danske Bank A/S | 206,906 | $7.72M | 0.03% | −15,000−6.8% | Reduced |
| Citadel Advisors LLC | 206,627 | $7.71M | 0.01% | +163,563+379.8% | Added |
| Natixis | 199,345 | $7.44M | 0.05% | −160,600−44.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199,324 | $7.44M | 0.76% | +5,486+2.8% | Added |
| The PNC Financial Services Group, Inc. | 186,360 | $6.96M | 0.00% | −2,162−1.1% | Reduced |
| First Manhattan Co | 185,215 | $6.91M | 0.02% | −8,828−4.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 177,320 | $6.62M | 0.02% | −16,777−8.6% | Reduced |
| Hennessy Advisors Inc | 177,300 | $6.62M | 0.25% | +2,000+1.1% | Added |
| AXA S.A. | 164,201 | $6.13M | 0.02% | +23,242+16.5% | Added |
| Wills Financial Group, Inc. | 159,781 | $5.96M | 2.75% | +186+0.1% | Added |
| Holocene Advisors, LP | 154,953 | $5.78M | 0.02% | +72,190+87.2% | Added |
| Verition Fund Management LLC | 154,525 | $5.77M | 0.04% | +154,525 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 152,120 | $5.68M | 0.01% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 149,685 | $5.59M | 0.02% | +35,497+31.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 145,015 | $5.41M | 0.01% | −230,753−61.4% | Reduced |
| Price T Rowe Associates Inc | 144,107 | $5.38M | 0.00% | +4,573+3.3% | Added |
| Mutual of America Capital Management LLC | 144,077 | $5.38M | 0.06% | −5,736−3.8% | Reduced |
| Amalgamated Bank | 141,586 | $5.29M | 0.05% | +4,439+3.2% | Added |