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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 44,032 | $1.64M | 0.00% | +1,113+2.6% | Added |
| First Personal Financial Services | 44,979 | $1.68M | 0.38% | +1,305+3.0% | Added |
| O'Shaughnessy Asset Management, LLC | 45,129 | $1.68M | 0.02% | +7,875+21.1% | Added |
| Mariner, LLC | 45,180 | $1.69M | 0.00% | +7,875+21.1% | Added |
| Ossiam | 45,355 | $1.69M | 0.03% | −2,474−5.2% | Reduced |
| Intech Investment Management LLC | 45,942 | $1.72M | 0.02% | +28,010+156.2% | Added |
| CI Private Wealth, LLC | 46,111 | $1.72M | 0.00% | +378+0.8% | Added |
| Pacer Advisors, Inc. | 46,425 | $1.73M | 0.00% | +8,496+22.4% | Added |
| Cullen/Frost Bankers, Inc. | 48,000 | $1.79M | 0.03% | −2,378−4.7% | Reduced |
| Citigroup Inc | 48,651 | $1.82M | 0.00% | +7,924+19.5% | Added |
| Nisa Investment Advisors, LLC | 48,675 | $1.82M | 0.01% | +237+0.5% | Added |
| New Mexico Educational Retirement Board | 48,800 | $1.82M | 0.06% | 00.0% | Unchanged |
| M&T Bank Corp | 49,628 | $1.85M | 0.01% | +207+0.4% | Added |
| British Columbia Investment Management Corp | 49,763 | $1.86M | 0.01% | +18,765+60.5% | Added |
| Forsta Ap-Fonden | 50,000 | $1.87M | 0.02% | −12,400−19.9% | Reduced |
| Shelton Capital Management | 50,342 | $1.88M | 0.05% | −20,427−28.9% | Reduced |
| Toth Financial Advisory Corp | 50,834 | $1.90M | 0.24% | +15,318+43.1% | Added |
| Glenmede Trust Co NA | 51,078 | $1.91M | 0.01% | +2,282+4.7% | Added |
| Bridgewater Advisors Inc. | 47,353 | $1.92M | 0.24% | +283+0.6% | Added |
| Cetera Investment Advisers | 51,561 | $1.92M | 0.00% | +2,811+5.8% | Added |
| Oregon Public Employees Retirement Fund | 52,264 | $1.95M | 0.04% | −9,900−15.9% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 52,690 | $1.97M | 1.87% | +52,690 | New |
| Rodgers Brothers Inc. | 53,438 | $1.99M | 0.27% | +2,150+4.2% | Added |
| Victory Capital Management Inc | 55,022 | $2.05M | 0.00% | −127,797−69.9% | Reduced |
| DnB Asset Management AS | 56,074 | $2.09M | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 56,164 | $2.10M | 0.05% | +82+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 58,070 | $2.17M | 0.00% | −5,734−9.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 58,079 | $2.17M | 0.00% | +2,946+5.3% | Added |
| Lido Advisors, LLC | 58,501 | $2.18M | 0.02% | −1,146−1.9% | Reduced |
| SEI Investments Co | 59,237 | $2.21M | 0.00% | −28,702−32.6% | Reduced |
| Radnor Capital Management, LLC | 59,352 | $2.22M | 0.68% | 00.0% | Unchanged |
| Ethic Inc. | 59,665 | $2.23M | 0.05% | +1,463+2.5% | Added |
| State of Michigan Retirement System | 60,571 | $2.26M | 0.01% | −1,200−1.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 61,038 | $2.28M | 0.00% | −30,285−33.2% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 61,176 | $2.28M | 0.03% | −208−0.3% | Reduced |
| Thrivent Financial for Lutherans | 61,282 | $2.29M | 0.00% | −2,396−3.8% | Reduced |
| Natixis Advisors, L.P. | 62,621 | $2.34M | 0.01% | +6,992+12.6% | Added |
| Jacobi Capital Management LLC | 63,942 | $2.39M | 0.21% | +373+0.6% | Added |
| Covea Finance | 66,000 | $2.46M | 0.11% | −30,000−31.3% | Reduced |
| Exchange Traded Concepts, LLC | 66,372 | $2.48M | 0.06% | −827−1.2% | Reduced |
| Stephens Inc | 66,403 | $2.48M | 0.04% | −1,467−2.2% | Reduced |
| Alps Advisors Inc | 66,936 | $2.50M | 0.02% | +9,156+15.8% | Added |
| Van Eck Associates Corp | 67,638 | $2.52M | 0.00% | +5,201+8.3% | Added |
| Trillium Asset Management, LLC | 68,973 | $2.57M | 0.07% | +3,450+5.3% | Added |
| South Dakota Investment Council | 71,006 | $2.65M | 0.05% | −89−0.1% | Reduced |
| Louisiana State Employees Retirement System | 71,200 | $2.66M | 0.05% | −1,200−1.7% | Reduced |
| Arizona State Retirement System | 71,378 | $2.66M | 0.02% | −340.0% | Reduced |
| Benedict Financial Advisors Inc | 72,350 | $2.70M | 0.69% | −2,841−3.8% | Reduced |
| Northwest & Ethical Investments L.P. | 72,899 | $2.72M | 0.08% | +72,899 | New |
| BLB&B Advisors, LLC | 73,582 | $2.75M | 0.15% | −2,525−3.3% | Reduced |
| Guggenheim Capital LLC | 75,357 | $2.81M | 0.02% | −3,776−4.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 76,270 | $2.85M | 0.00% | +16,247+27.1% | Added |
| Texas Yale Capital Corp. | 76,393 | $2.85M | 0.14% | −100−0.1% | Reduced |
| Arcadia Investment Management Corp | 76,545 | $2.86M | 0.49% | −2,560−3.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 77,868 | $2.91M | 0.02% | −8,776−10.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 77,899 | $2.91M | 0.03% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 78,017 | $2.91M | 0.01% | −21,843−21.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 78,320 | $2.92M | 0.01% | −238−0.3% | Reduced |
| Greenland Capital Management LP | 79,970 | $2.99M | 0.64% | +79,970 | New |
| Creative Planning | 80,940 | $3.02M | 0.00% | −2,173−2.6% | Reduced |
| Jane Street Group, LLC | 83,761 | $3.13M | 0.00% | +17,195+25.8% | Added |
| Susquehanna Fundamental Investments, LLC | 84,127 | $3.14M | 0.07% | −75,736−47.4% | Reduced |
| Kennedy Capital Management, Inc. | 84,423 | $3.15M | 0.07% | +3,674+4.5% | Added |
| Abn Amro Investment Solutions | 84,447 | $3.15M | 0.06% | +84,447 | New |
| First National Corp | 85,889 | $3.21M | 0.76% | −4,490−5.0% | Reduced |
| ExodusPoint Capital Management, LP | 86,187 | $3.22M | 0.04% | +86,187 | New |
| Asset Management One Co.,Ltd. | 91,760 | $3.43M | 0.01% | −1,045−1.1% | Reduced |
| Ostrum Asset Management | 92,053 | $3.44M | 0.30% | −13,605−12.9% | Reduced |
| Ameritas Investment Partners, Inc. | 93,663 | $3.50M | 0.12% | −2,014−2.1% | Reduced |
| HighTower Advisors, LLC | 94,213 | $3.52M | 0.01% | +27,448+41.1% | Added |
| Alpine Woods Capital Investors, LLC | 95,292 | $3.56M | 0.55% | +8,896+10.3% | Added |
| Envestnet Asset Management Inc | 95,426 | $3.56M | 0.00% | +3,987+4.4% | Added |
| John G Ullman & Associates Inc | 95,700 | $3.57M | 0.55% | +95,700 | New |
| Public Employees Retirement System of Ohio | 96,005 | $3.58M | 0.01% | −90.0% | Reduced |
| Vontobel Holding Ltd. | 96,350 | $3.60M | 0.01% | +38,077+65.3% | Added |
| IFM Investors Pty Ltd | 100,644 | $3.76M | 0.04% | +223+0.2% | Added |
| Costello Asset Management, INC | 101,890 | $3.80M | 2.84% | −3,587−3.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 102,400 | $3.82M | 0.03% | −2,600−2.5% | Reduced |
| AdvisorNet Financial, Inc | 103,438 | $3.86M | 0.35% | −1,310−1.3% | Reduced |
| Coston, McIsaac & Partners | 103,779 | $3.87M | 1.22% | +4,112+4.1% | Added |
| Comerica Bank | 103,955 | $3.88M | 0.02% | −8,383−7.5% | Reduced |
| Prudential PLC | 104,893 | $3.92M | 0.03% | +13,412+14.7% | Added |
| Private Advisor Group, LLC | 105,222 | $3.93M | 0.03% | −3,632−3.3% | Reduced |
| Russell Investments Group, Ltd. | 105,456 | $3.94M | 0.01% | +40,546+62.5% | Added |
| Brown Advisory Inc | 105,883 | $3.95M | 0.01% | −477−0.4% | Reduced |
| Yousif Capital Management, LLC | 107,010 | $3.99M | 0.05% | −9,022−7.8% | Reduced |
| Treasurer of the State of North Carolina | 109,573 | $4.09M | 0.02% | −2,465−2.2% | Reduced |
| HM Payson & Co | 117,254 | $4.38M | 0.08% | +90.0% | Added |
| First National Bank & Trust Co of Newtown | 118,104 | $4.41M | 0.90% | −3,500−2.9% | Reduced |
| AQR Capital Management LLC | 126,171 | $4.70M | 0.01% | −30,818−19.6% | Reduced |
| Avantax Advisory Services, Inc. | 127,670 | $4.77M | 0.03% | +11,233+9.6% | Added |
| Jones Financial Companies LLLP | 127,885 | $4.77M | 0.01% | +41,507+48.1% | Added |
| State of Tennessee, Treasury Department | 128,955 | $4.81M | 0.02% | +9,633+8.1% | Added |
| TD Asset Management Inc | 129,059 | $4.82M | 0.00% | −2,745−2.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 130,007 | $4.85M | 0.94% | +3,240+2.6% | Added |
| MetLife Investment Management | 132,513 | $4.95M | 0.03% | −5,609−4.1% | Reduced |
| Janney Montgomery Scott LLC | 133,041 | $4.97M | 0.02% | −7,741−5.5% | Reduced |
| Stifel Financial Corp | 137,073 | $5.12M | 0.01% | −4,045−2.9% | Reduced |
| State of Wisconsin Investment Board | 137,709 | $5.14M | 0.01% | −679−0.5% | Reduced |
| Deprince Race & Zollo Inc | 139,854 | $5.22M | 0.12% | +139,854 | New |