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