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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 39,949 | $1.54M | 0.00% | −4,040−9.2% | Reduced |
| Kestra Advisory Services, LLC | 40,009 | $1.54M | 0.01% | −1,607−3.9% | Reduced |
| Secure Asset Management, LLC | 40,412 | $1.56M | 0.26% | +2,157+5.6% | Added |
| Clear Harbor Asset Management, LLC | 40,694 | $1.57M | 0.13% | −840−2.0% | Reduced |
| Tredje AP-fonden | 40,820 | $1.57M | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 41,698 | $1.61M | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 41,261 | $1.65M | 0.01% | −3,868−8.6% | Reduced |
| CI Private Wealth, LLC | 42,703 | $1.65M | 0.00% | −3,408−7.4% | Reduced |
| JustInvest LLC | 42,978 | $1.66M | 0.03% | +2,254+5.5% | Added |
| Cullen/Frost Bankers, Inc. | 43,227 | $1.67M | 0.02% | −4,773−9.9% | Reduced |
| British Columbia Investment Management Corp | 43,349 | $1.67M | 0.01% | −6,414−12.9% | Reduced |
| APG Asset Management N.V. | 48,451 | $1.67M | 0.01% | −979,423−95.3% | Reduced |
| Warren Averett Asset Management, LLC | 44,579 | $1.72M | 0.03% | +8,705+24.3% | Added |
| First Personal Financial Services | 44,865 | $1.73M | 0.37% | −114−0.3% | Reduced |
| Pacer Advisors, Inc. | 45,058 | $1.74M | 0.00% | −1,367−2.9% | Reduced |
| Cetera Investment Advisers | 45,969 | $1.77M | 0.00% | −5,592−10.8% | Reduced |
| Krilogy Financial LLC | 46,692 | $1.80M | 0.12% | +6,212+15.3% | Added |
| Janus Henderson Group PLC | 46,753 | $1.80M | 0.00% | +6,344+15.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 47,087 | $1.82M | 0.00% | +4,666+11.0% | Added |
| Bridgewater Advisors Inc. | 47,342 | $1.82M | 0.19% | −110.0% | Reduced |
| Mariner, LLC | 47,337 | $1.83M | 0.00% | +2,157+4.8% | Added |
| Brevan Howard Capital Management LP | 47,378 | $1.83M | 0.09% | +47,378 | New |
| Nisa Investment Advisors, LLC | 48,660 | $1.88M | 0.01% | −150.0% | Reduced |
| New Mexico Educational Retirement Board | 48,800 | $1.88M | 0.06% | 00.0% | Unchanged |
| CenterBook Partners LP | 48,886 | $1.89M | 0.12% | +5,996+14.0% | Added |
| Eastern Bank | 49,280 | $1.90M | 0.03% | +49,280 | New |
| Schroder Investment Management Group | 49,511 | $1.90M | 0.00% | +7,052+16.6% | Added |
| Susquehanna International Group, LLP | 49,719 | $1.92M | 0.00% | +34,746+232.1% | Added |
| Shelton Capital Management | 50,103 | $1.93M | 0.05% | −239−0.5% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 50,742 | $1.96M | 1.76% | −1,948−3.7% | Reduced |
| Oregon Public Employees Retirement Fund | 50,974 | $1.97M | 0.04% | −1,290−2.5% | Reduced |
| Victory Capital Management Inc | 51,075 | $1.97M | 0.00% | −3,947−7.2% | Reduced |
| Glenmede Trust Co NA | 51,881 | $2.00M | 0.01% | +803+1.6% | Added |
| M&T Bank Corp | 52,488 | $2.02M | 0.01% | +2,860+5.8% | Added |
| Man Group plc | 52,838 | $2.04M | 0.01% | +29,854+129.9% | Added |
| Robeco Institutional Asset Management B.V. | 52,991 | $2.04M | 0.00% | −5,088−8.8% | Reduced |
| Rodgers Brothers Inc. | 53,438 | $2.06M | 0.26% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 54,809 | $2.11M | 0.04% | +27,291+99.2% | Added |
| Toronto Dominion Bank | 55,560 | $2.14M | 0.00% | +11,528+26.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 55,860 | $2.15M | 0.05% | −304−0.5% | Reduced |
| Ethic Inc. | 58,202 | $2.16M | 0.05% | −1,463−2.5% | Reduced |
| Coldstream Capital Management Inc | 57,626 | $2.22M | 0.05% | +57,626 | New |
| Phoenix Holdings Ltd. | 57,874 | $2.24M | 0.03% | +47,581+462.3% | Added |
| Tortoise Capital Advisors, L.L.C. | 58,479 | $2.26M | 0.03% | −2,697−4.4% | Reduced |
| Guggenheim Capital LLC | 59,516 | $2.30M | 0.02% | −15,841−21.0% | Reduced |
| Thrivent Financial for Lutherans | 59,631 | $2.30M | 0.00% | −1,651−2.7% | Reduced |
| State of Michigan Retirement System | 59,771 | $2.31M | 0.01% | −800−1.3% | Reduced |
| Northwest & Ethical Investments L.P. | 60,243 | $2.32M | 0.06% | −12,656−17.4% | Reduced |
| Alps Advisors Inc | 60,713 | $2.34M | 0.02% | −6,223−9.3% | Reduced |
| DnB Asset Management AS | 62,141 | $2.40M | 0.01% | +6,067+10.8% | Added |
| La Banque Postale Asset Management SA | 62,424 | $2.41M | 0.04% | +62,424 | New |
| Stephens Inc | 63,446 | $2.45M | 0.03% | −2,957−4.5% | Reduced |
| Korea Investment CORP | 64,829 | $2.50M | 0.01% | −310,052−82.7% | Reduced |
| Jacobi Capital Management LLC | 65,374 | $2.52M | 0.19% | +1,432+2.2% | Added |
| SEI Investments Co | 65,421 | $2.52M | 0.00% | +6,184+10.4% | Added |
| International Assets Investment Management, LLC | 98,142 | $2.54M | 0.01% | +98,142 | New |
| Arcadia Investment Management Corp | 66,020 | $2.55M | 0.42% | −10,525−13.8% | Reduced |
| Natixis Advisors, L.P. | 66,382 | $2.56M | 0.00% | +3,761+6.0% | Added |
| BLB&B Advisors, LLC | 66,737 | $2.57M | 0.13% | −6,845−9.3% | Reduced |
| Radnor Capital Management, LLC | 67,153 | $2.59M | 0.38% | +7,801+13.1% | Added |
| Exchange Traded Concepts, LLC | 67,784 | $2.61M | 0.06% | +1,412+2.1% | Added |
| Trillium Asset Management, LLC | 67,910 | $2.62M | 0.06% | −1,063−1.5% | Reduced |
| Pinebridge Investments, L.P. | 69,693 | $2.69M | 0.02% | +69,693 | New |
| Louisiana State Employees Retirement System | 69,800 | $2.69M | 0.05% | −1,400−2.0% | Reduced |
| South Dakota Investment Council | 71,006 | $2.74M | 0.05% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 71,100 | $2.74M | 0.02% | +21,100+42.2% | Added |
| Toth Financial Advisory Corp | 73,394 | $2.83M | 0.33% | +22,560+44.4% | Added |
| Kennedy Capital Management, Inc. | 74,101 | $2.86M | 0.06% | −10,322−12.2% | Reduced |
| Arizona State Retirement System | 74,446 | $2.87M | 0.02% | +3,068+4.3% | Added |
| Van Eck Associates Corp | 72,211 | $2.91M | 0.00% | +4,573+6.8% | Added |
| Engineers Gate Manager LP | 75,497 | $2.91M | 0.06% | +75,497 | New |
| Teachers Retirement System of the State of Kentucky | 75,699 | $2.92M | 0.03% | −2,200−2.8% | Reduced |
| Texas Yale Capital Corp. | 76,393 | $2.95M | 0.13% | 00.0% | Unchanged |
| Citigroup Inc | 76,394 | $2.95M | 0.00% | +27,743+57.0% | Added |
| Synergy Financial Management, LLC | 76,787 | $2.96M | 0.45% | +76,787 | New |
| Benedict Financial Advisors Inc | 76,798 | $2.96M | 0.70% | +4,448+6.1% | Added |
| State of New Jersey Common Pension Fund D | 78,017 | $3.01M | 0.01% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 78,689 | $3.03M | 0.02% | +821+1.1% | Added |
| Creative Planning | 79,824 | $3.08M | 0.00% | −1,116−1.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 80,744 | $3.11M | 0.01% | +2,424+3.1% | Added |
| Arrowstreet Capital, Limited Partnership | 81,719 | $3.15M | 0.00% | +20,681+33.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 83,881 | $3.24M | 0.00% | +25,811+44.4% | Added |
| D. E. Shaw & Co., Inc. | 86,643 | $3.34M | 0.00% | +86,643 | New |
| Covea Finance | 90,000 | $3.47M | 0.15% | +24,000+36.4% | Added |
| Comerica Bank | 90,466 | $3.49M | 0.01% | −13,489−13.0% | Reduced |
| Asset Management One Co.,Ltd. | 90,957 | $3.51M | 0.01% | −803−0.9% | Reduced |
| Public Employees Retirement System of Ohio | 91,449 | $3.53M | 0.02% | −4,556−4.7% | Reduced |
| Ameritas Investment Partners, Inc. | 91,809 | $3.54M | 0.12% | −1,854−2.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 89,170 | $3.55M | 0.62% | −6,122−6.4% | Reduced |
| IFM Investors Pty Ltd | 93,296 | $3.60M | 0.03% | −7,348−7.3% | Reduced |
| Yousif Capital Management, LLC | 94,129 | $3.63M | 0.04% | −12,881−12.0% | Reduced |
| Vontobel Holding Ltd. | 96,284 | $3.71M | 0.01% | −66−0.1% | Reduced |
| HighTower Advisors, LLC | 97,714 | $3.78M | 0.01% | +3,501+3.7% | Added |
| Standard Life Aberdeen plc | 99,630 | $3.82M | 0.01% | −261,771−72.4% | Reduced |
| DRW Securities, LLC | 101,300 | $3.91M | 0.22% | +101,300 | New |
| Costello Asset Management, INC | 101,365 | $3.91M | 2.61% | −525−0.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 102,400 | $3.95M | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 103,111 | $3.98M | 0.02% | −2,111−2.0% | Reduced |
| AdvisorNet Financial, Inc | 103,495 | $3.99M | 0.30% | +57+0.1% | Added |
| Brown Advisory Inc | 105,235 | $4.06M | 0.01% | −648−0.6% | Reduced |