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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 140,789 | $5.26M | 0.00% | +16,231+13.0% | Added |
| Amalgamated Bank | 141,586 | $5.29M | 0.05% | +4,439+3.2% | Added |
| Mutual of America Capital Management LLC | 144,077 | $5.38M | 0.06% | −5,736−3.8% | Reduced |
| Price T Rowe Associates Inc | 144,107 | $5.38M | 0.00% | +4,573+3.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 145,015 | $5.41M | 0.01% | −230,753−61.4% | Reduced |
| Storebrand Asset Management AS | 149,685 | $5.59M | 0.02% | +35,497+31.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 152,120 | $5.68M | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 154,525 | $5.77M | 0.04% | +154,525 | New |
| Holocene Advisors, LP | 154,953 | $5.78M | 0.02% | +72,190+87.2% | Added |
| Wills Financial Group, Inc. | 159,781 | $5.96M | 2.75% | +186+0.1% | Added |
| AXA S.A. | 164,201 | $6.13M | 0.02% | +23,242+16.5% | Added |
| Hennessy Advisors Inc | 177,300 | $6.62M | 0.25% | +2,000+1.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 177,320 | $6.62M | 0.02% | −16,777−8.6% | Reduced |
| First Manhattan Co | 185,215 | $6.91M | 0.02% | −8,828−4.5% | Reduced |
| The PNC Financial Services Group, Inc. | 186,360 | $6.96M | 0.00% | −2,162−1.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 199,324 | $7.44M | 0.76% | +5,486+2.8% | Added |
| Natixis | 199,345 | $7.44M | 0.05% | −160,600−44.6% | Reduced |
| Citadel Advisors LLC | 206,627 | $7.71M | 0.01% | +163,563+379.8% | Added |
| Danske Bank A/S | 206,906 | $7.72M | 0.03% | −15,000−6.8% | Reduced |
| Manufacturers Life Insurance Company, The | 217,130 | $8.11M | 0.01% | −6,180−2.8% | Reduced |
| Atom Investors LP | 230,999 | $8.62M | 0.86% | +105,922+84.7% | Added |
| Maryland State Retirement & Pension System | 231,672 | $8.65M | 0.16% | −1,345−0.6% | Reduced |
| Nomura Asset Management Co Ltd | 237,101 | $8.85M | 0.03% | +19,100+8.8% | Added |
| Magellan Asset Management Ltd | 247,377 | $9.23M | 0.09% | +23,146+10.3% | Added |
| NFJ Investment Group, LLC | 254,313 | $9.49M | 0.29% | −854−0.3% | Reduced |
| Gotham Asset Management, LLC | 262,038 | $9.78M | 0.13% | +70,476+36.8% | Added |
| State Board of Administration of Florida Retirement System | 268,303 | $10.0M | 0.02% | −7,102−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 271,515 | $10.1M | 0.02% | +3,264+1.2% | Added |
| Cbre Clarion Securities LLC | 273,803 | $10.2M | 0.19% | +14,677+5.7% | Added |
| Swedbank AB | 274,222 | $10.2M | 0.01% | −2,434−0.9% | Reduced |
| LPL Financial LLC | 279,498 | $10.4M | 0.01% | +8,232+3.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 304,143 | $11.4M | 0.03% | −2,445−0.8% | Reduced |
| Cambiar Investors LLC | 307,005 | $11.5M | 0.45% | −2,469−0.8% | Reduced |
| AMF Pensionsforsakring AB | 317,125 | $11.9M | 0.09% | +317,125 | New |
| Corebridge Financial, Inc. | 318,296 | $11.9M | 0.07% | +318,296 | New |
| New York State Teachers Retirement System | 320,786 | $12.0M | 0.03% | +286+0.1% | Added |
| Candriam Luxembourg S.C.A. | 329,150 | $12.3M | 0.07% | +43,048+15.0% | Added |
| DekaBank Deutsche Girozentrale | 344,848 | $12.8M | 0.02% | −9,883−2.8% | Reduced |
| Retirement Systems of Alabama | 354,688 | $13.2M | 0.05% | −5,152−1.4% | Reduced |
| Standard Life Aberdeen plc | 361,401 | $13.5M | 0.03% | −14,216−3.8% | Reduced |
| Alliancebernstein L.P. | 363,199 | $13.6M | 0.00% | −4,571−1.2% | Reduced |
| Great West Life Assurance Co | 365,780 | $13.7M | 0.03% | +6,241+1.7% | Added |
| Korea Investment CORP | 374,881 | $14.0M | 0.04% | +36,131+10.7% | Added |
| Barclays PLC | 382,951 | $14.3M | 0.01% | +14,865+4.0% | Added |
| Royal Bank of Canada | 412,946 | $15.4M | 0.00% | +30,400+7.9% | Added |
| Ameriprise Financial Inc | 413,067 | $15.4M | 0.00% | −16,871−3.9% | Reduced |
| Goldman Sachs Group Inc | 426,177 | $15.9M | 0.00% | −47,075−9.9% | Reduced |
| Thematics Asset Management | 442,726 | $16.5M | 0.67% | +16,000+3.7% | Added |
| Wells Fargo & Company | 447,816 | $16.7M | 0.00% | +27,255+6.5% | Added |
| Public Employees Retirement Association of Colorado | 477,127 | $17.8M | 0.07% | −1,146−0.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 480,592 | $17.9M | 0.01% | −78,229−14.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 505,438 | $18.9M | 0.12% | +2,110+0.4% | Added |
| Gabelli Funds LLC | 553,850 | $20.7M | 0.16% | −6,100−1.1% | Reduced |
| New York State Common Retirement Fund | 564,758 | $21.1M | 0.03% | +171,790+43.7% | Added |
| UBS Group AG | 598,969 | $22.4M | 0.01% | +97,646+19.5% | Added |
| GW&K Investment Management, LLC | 610,522 | $22.8M | 0.21% | +61,299+11.2% | Added |
| Bank of Montreal | 625,213 | $23.4M | 0.01% | −534,381−46.1% | Reduced |
| Nuveen Asset Management, LLC | 642,044 | $24.0M | 0.01% | −3,241−0.5% | Reduced |
| Aviva PLC | 680,881 | $25.4M | 0.07% | +92,039+15.6% | Added |
| Bank of America Corp | 700,474 | $26.1M | 0.00% | −370,815−34.6% | Reduced |
| JPMorgan Chase & Co | 716,888 | $26.8M | 0.00% | +41,059+6.1% | Added |
| California State Teachers Retirement System | 758,443 | $28.3M | 0.03% | +147,776+24.2% | Added |
| Swiss National Bank | 768,900 | $28.7M | 0.02% | −8,700−1.1% | Reduced |
| Energy Income Partners, LLC | 790,751 | $29.5M | 0.66% | +64,251+8.8% | Added |
| Allianz Asset Management GmbH | 827,768 | $30.9M | 0.05% | +786,026+1,883.1% | Added |
| Rhumbline Advisers | 853,002 | $31.8M | 0.03% | +30,815+3.7% | Added |
| ProShare Advisors LLC | 881,658 | $32.9M | 0.09% | +21,804+2.5% | Added |
| Boston Trust Walden Corp | 903,372 | $33.7M | 0.25% | +702,760+350.3% | Added |
| Ensign Peak Advisors, Inc | 920,253 | $34.4M | 0.06% | −13,110−1.4% | Reduced |
| APG Asset Management N.V. | 1,027,874 | $35.8M | 0.06% | −25,543−2.4% | Reduced |
| Deutsche Bank AG | 973,172 | $36.3M | 0.02% | +4,329+0.4% | Added |
| Franklin Resources Inc | 986,972 | $36.8M | 0.01% | −860−0.1% | Reduced |
| Principal Financial Group Inc | 1,017,853 | $38.0M | 0.02% | −102,213−9.1% | Reduced |
| California Public Employees Retirement System | 1,143,652 | $42.7M | 0.03% | −109,308−8.7% | Reduced |
| FIL Ltd | 1,166,000 | $43.5M | 0.04% | −84,000−6.7% | Reduced |
| Epoch Investment Partners, Inc. | 1,180,773 | $44.1M | 0.20% | −68,361−5.5% | Reduced |
| Kames Capital plc | 1,221,779 | $45.6M | 0.64% | −159,288−11.5% | Reduced |
| Dimensional Fund Advisors LP | 1,500,150 | $56.0M | 0.01% | +234,857+18.6% | Added |
| Empower Advisory Group, LLC | 1,500,879 | $56.0M | 0.21% | +40,900+2.8% | Added |
| Charles Schwab Investment Management Inc | 1,722,770 | $64.3M | 0.01% | +163,089+10.5% | Added |
| Macquarie Group Ltd | 1,753,301 | $65.5M | 0.08% | +23,790+1.4% | Added |
| UBS Asset Management Americas Inc | 2,008,448 | $75.0M | 0.02% | +341,375+20.5% | Added |
| Tandem Investment Advisors, Inc. | 2,023,937 | $75.6M | 3.01% | +13,557+0.7% | Added |
| Norges Bank | 2,123,405 | $79.3M | 0.01% | +55,011+2.7% | Added |
| Duff & Phelps Investment Management Co | 2,430,307 | $90.7M | 1.16% | −378,416−13.5% | Reduced |
| Bank of New York Mellon Corp | 2,754,099 | $102.8M | 0.02% | +9,822+0.4% | Added |
| Northern Trust Corp | 3,126,583 | $116.7M | 0.02% | +149,897+5.0% | Added |
| First Trust Advisors LP | 3,171,256 | $118.4M | 0.12% | +1,430,888+82.2% | Added |
| Morgan Stanley | 3,172,532 | $118.4M | 0.01% | −57,431−1.8% | Reduced |
| Legal & General Group Plc | 3,269,777 | $122.1M | 0.03% | −43,689−1.3% | Reduced |
| FMR LLC | 3,342,673 | $124.8M | 0.01% | −1,083,724−24.5% | Reduced |
| Invesco Ltd. | 4,204,616 | $157.0M | 0.03% | +104,059+2.5% | Added |
| Geode Capital Management, LLC | 4,223,520 | $157.4M | 0.01% | +94,910+2.3% | Added |
| Pictet Asset Management Holding SA | 4,855,123 | $181.2M | 0.21% | −128,632−2.6% | Reduced |
| Nordea Investment Management AB | 5,036,541 | $188.6M | 0.22% | +1,611,191+47.0% | Added |
| Amundi | 7,480,837 | $278.3M | 0.11% | −600,308−7.4% | Reduced |
| State Street Corp | 12,782,423 | $477.2M | 0.02% | −537,144−4.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 14,345,260 | $535.5M | 0.34% | +493,733+3.6% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $808.6M | 0.79% | 00.0% | Unchanged |
| Vanguard Group Inc | 27,821,441 | $1.04B | 0.02% | −88,480−0.3% | Reduced |