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, Q3 2024
Institutional positions in Essential Utilities, Inc. as of Sep 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
- 629
- +33 vs. Q2 2024
- Shares held
- 211.2M
- +27.5M (+15.0%) vs. Q2 2024
- Total value
- $8.09B
- +$1.24B (+18.1%) vs. Q2 2024
- New holders
- 76
- 234 more added
- Sold out
- 43
- 201 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,168,058 | $1.20B | 0.03% | +31,168,058 | New |
| Vanguard Group Inc | 27,815,879 | $1.07B | 0.02% | −5,5620.0% | Reduced |
| Canada Pension Plan Investment Board | 21,661,095 | $835.5M | 0.79% | 00.0% | Unchanged |
| State Street Corp | 12,466,249 | $480.8M | 0.02% | −316,174−2.5% | Reduced |
| Amundi | 7,831,458 | $301.5M | 0.11% | +350,621+4.7% | Added |
| Nordea Investment Management AB | 5,839,048 | $223.2M | 0.25% | +802,507+15.9% | Added |
| Pictet Asset Management Holding SA | 5,128,543 | $197.8M | 0.22% | +273,420+5.6% | Added |
| Geode Capital Management, LLC | 4,305,976 | $165.7M | 0.01% | +82,456+2.0% | Added |
| Invesco Ltd. | 3,453,866 | $133.2M | 0.03% | −750,750−17.9% | Reduced |
| Morgan Stanley | 3,264,993 | $125.9M | 0.01% | +92,461+2.9% | Added |
| First Trust Advisors LP | 3,246,030 | $125.2M | 0.12% | +74,774+2.4% | Added |
| Legal & General Group Plc | 3,233,534 | $124.7M | 0.03% | −36,243−1.1% | Reduced |
| Norges Bank | 2,750,912 | $106.1M | 0.01% | +627,507+29.6% | Added |
| Northern Trust Corp | 2,730,064 | $105.3M | 0.02% | −396,519−12.7% | Reduced |
| FMR LLC | 2,677,789 | $103.3M | 0.01% | −664,884−19.9% | Reduced |
| Macquarie Group Ltd | 2,614,135 | $100.8M | 0.11% | +860,834+49.1% | Added |
| Bank of New York Mellon Corp | 2,555,304 | $98.6M | 0.02% | −198,795−7.2% | Reduced |
| Duff & Phelps Investment Management Co | 2,531,297 | $97.6M | 1.12% | +100,990+4.2% | Added |
| UBS Asset Management Americas Inc | 2,154,215 | $83.1M | 0.02% | +145,767+7.3% | Added |
| Tandem Investment Advisors, Inc. | 2,034,497 | $78.5M | 2.97% | +10,560+0.5% | Added |
| Boston Trust Walden Corp | 1,962,692 | $75.7M | 0.53% | +1,059,320+117.3% | Added |
| FIL Ltd | 1,960,747 | $75.6M | 0.07% | +794,747+68.2% | Added |
| Charles Schwab Investment Management Inc | 1,871,932 | $72.2M | 0.01% | +149,162+8.7% | Added |
| Empower Advisory Group, LLC | 1,585,475 | $61.2M | 0.21% | +84,596+5.6% | Added |
| Dimensional Fund Advisors LP | 1,573,992 | $60.7M | 0.01% | +73,842+4.9% | Added |
| Cbre Clarion Securities LLC | 1,433,096 | $55.3M | 0.88% | +1,159,293+423.4% | Added |
| Allianz Asset Management GmbH | 1,279,682 | $49.4M | 0.08% | +451,914+54.6% | Added |
| Millennium Management LLC | 1,243,484 | $48.0M | 0.04% | +1,243,484 | New |
| Epoch Investment Partners, Inc. | 1,164,398 | $44.9M | 0.20% | −16,375−1.4% | Reduced |
| California Public Employees Retirement System | 1,075,333 | $41.5M | 0.03% | −68,319−6.0% | Reduced |
| Kames Capital plc | 1,048,821 | $40.4M | 0.55% | −172,958−14.2% | Reduced |
| Franklin Resources Inc | 997,399 | $39.8M | 0.01% | +10,427+1.1% | Added |
| Bank of America Corp | 1,020,395 | $39.4M | 0.00% | +319,921+45.7% | Added |
| JPMorgan Chase & Co | 953,984 | $36.8M | 0.00% | +237,096+33.1% | Added |
| Ensign Peak Advisors, Inc | 912,293 | $35.2M | 0.06% | −7,960−0.9% | Reduced |
| California State Teachers Retirement System | 847,984 | $32.7M | 0.04% | +89,541+11.8% | Added |
| Rhumbline Advisers | 840,777 | $32.4M | 0.03% | −12,225−1.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 828,566 | $32.0M | 0.02% | −13,516,694−94.2% | Reduced |
| Deutsche Bank AG | 826,740 | $31.9M | 0.01% | −146,432−15.0% | Reduced |
| ProShare Advisors LLC | 805,620 | $31.1M | 0.08% | −76,038−8.6% | Reduced |
| Point72 Asset Management, L.P. | 799,647 | $30.8M | 0.11% | +799,647 | New |
| UBS Group AG | 790,908 | $30.5M | 0.01% | +191,939+32.0% | Added |
| Swiss National Bank | 768,900 | $29.7M | 0.02% | 00.0% | Unchanged |
| Principal Financial Group Inc | 767,455 | $29.6M | 0.02% | −250,398−24.6% | Reduced |
| GW&K Investment Management, LLC | 750,353 | $28.9M | 0.25% | +139,831+22.9% | Added |
| Energy Income Partners, LLC | 747,091 | $28.8M | 0.62% | −43,660−5.5% | Reduced |
| Aviva PLC | 728,337 | $28.1M | 0.07% | +47,456+7.0% | Added |
| Nuveen Asset Management, LLC | 653,408 | $25.2M | 0.01% | +11,364+1.8% | Added |
| Bank of Montreal | 605,154 | $23.2M | 0.01% | −20,059−3.2% | Reduced |
| Gabelli Funds LLC | 551,350 | $21.3M | 0.15% | −2,500−0.5% | Reduced |
| New York State Common Retirement Fund | 544,850 | $21.0M | 0.03% | −19,908−3.5% | Reduced |
| Goldman Sachs Group Inc | 543,990 | $21.0M | 0.00% | +117,813+27.6% | Added |
| Wells Fargo & Company | 527,544 | $20.3M | 0.00% | +79,728+17.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 510,053 | $19.7M | 0.01% | +29,461+6.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 479,587 | $18.5M | 0.12% | −25,851−5.1% | Reduced |
| Public Employees Retirement Association of Colorado | 475,935 | $18.4M | 0.07% | −1,192−0.2% | Reduced |
| Thematics Asset Management | 442,726 | $17.1M | 0.68% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 430,835 | $16.6M | 0.00% | +17,768+4.3% | Added |
| Royal Bank of Canada | 408,476 | $15.8M | 0.00% | −4,470−1.1% | Reduced |
| Alliancebernstein L.P. | 401,497 | $15.5M | 0.01% | +38,298+10.5% | Added |
| Great West Life Assurance Co | 382,158 | $14.8M | 0.03% | +16,378+4.5% | Added |
| Deprince Race & Zollo Inc | 369,325 | $14.2M | 0.27% | +229,471+164.1% | Added |
| Twinbeech Capital LP | 360,298 | $13.9M | 0.27% | +360,298 | New |
| Candriam Luxembourg S.C.A. | 357,445 | $13.8M | 0.08% | +28,295+8.6% | Added |
| Barclays PLC | 352,021 | $13.6M | 0.01% | −30,930−8.1% | Reduced |
| Retirement Systems of Alabama | 349,952 | $13.5M | 0.05% | −4,736−1.3% | Reduced |
| DekaBank Deutsche Girozentrale | 353,836 | $13.4M | 0.02% | +8,988+2.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 321,179 | $12.4M | 0.03% | +17,036+5.6% | Added |
| AMF Pensionsforsakring AB | 317,125 | $12.2M | 0.09% | 00.0% | Unchanged |
| Cambiar Investors LLC | 305,451 | $11.8M | 0.45% | −1,554−0.5% | Reduced |
| AQR Capital Management LLC | 304,880 | $11.7M | 0.02% | +178,709+141.6% | Added |
| Corebridge Financial, Inc. | 297,741 | $11.5M | 0.06% | −20,555−6.5% | Reduced |
| New York State Teachers Retirement System | 294,791 | $11.4M | 0.02% | −25,995−8.1% | Reduced |
| Swedbank AB | 282,370 | $10.9M | 0.01% | +8,148+3.0% | Added |
| LPL Financial LLC | 277,528 | $10.7M | 0.00% | −1,970−0.7% | Reduced |
| State Board of Administration of Florida Retirement System | 268,303 | $10.3M | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 245,878 | $9.48M | 0.01% | −25,637−9.4% | Reduced |
| Nomura Asset Management Co Ltd | 244,901 | $9.45M | 0.03% | +7,800+3.3% | Added |
| Magellan Asset Management Ltd | 242,089 | $9.34M | 0.09% | −5,288−2.1% | Reduced |
| Verition Fund Management LLC | 237,320 | $9.15M | 0.06% | +82,795+53.6% | Added |
| Atom Investors LP | 230,344 | $8.88M | 0.93% | −655−0.3% | Reduced |
| Maryland State Retirement & Pension System | 226,954 | $8.75M | 0.18% | −4,718−2.0% | Reduced |
| John G Ullman & Associates Inc | 212,122 | $8.18M | 1.18% | +116,422+121.7% | Added |
| Manufacturers Life Insurance Company, The | 209,521 | $8.08M | 0.01% | −7,609−3.5% | Reduced |
| Danske Bank A/S | 206,306 | $7.96M | 0.03% | −600−0.3% | Reduced |
| HRT Financial LP | 204,105 | $7.87M | 0.04% | +204,105 | New |
| NFJ Investment Group, LLC | 201,898 | $7.79M | 0.23% | −52,415−20.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 200,207 | $7.72M | 0.76% | +883+0.4% | Added |
| Greenland Capital Management LP | 197,846 | $7.63M | 1.38% | +117,876+147.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 194,139 | $7.49M | 0.02% | +16,819+9.5% | Added |
| Holocene Advisors, LP | 193,091 | $7.45M | 0.03% | +38,138+24.6% | Added |
| Gotham Asset Management, LLC | 191,938 | $7.40M | 0.08% | −70,100−26.8% | Reduced |
| Russell Investments Group, Ltd. | 189,880 | $7.32M | 0.01% | +84,424+80.1% | Added |
| Weiss Asset Management LP | 189,286 | $7.30M | 0.19% | +189,286 | New |
| The PNC Financial Services Group, Inc. | 184,046 | $7.10M | 0.00% | −2,314−1.2% | Reduced |
| First Manhattan Co | 183,515 | $7.08M | 0.02% | −1,700−0.9% | Reduced |
| Jones Financial Companies LLLP | 182,942 | $7.04M | 0.01% | +55,057+43.1% | Added |
| Storebrand Asset Management AS | 181,745 | $7.01M | 0.02% | +32,060+21.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 179,349 | $6.92M | 0.01% | +27,229+17.9% | Added |
| Natixis | 177,353 | $6.84M | 0.04% | −21,992−11.0% | Reduced |