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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 105,325 | $4.06M | 0.34% | +13,272+14.4% | Added |
| Envestnet Asset Management Inc | 105,454 | $4.07M | 0.00% | +10,028+10.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 106,043 | $4.09M | 0.00% | +29,773+39.0% | Added |
| Coston, McIsaac & Partners | 107,694 | $4.15M | 1.17% | +3,915+3.8% | Added |
| Qube Research & Technologies Ltd | 108,257 | $4.18M | 0.01% | +108,257 | New |
| Raymond James & Associates | 109,578 | $4.23M | 0.00% | −31,211−22.2% | Reduced |
| Treasurer of the State of North Carolina | 110,023 | $4.24M | 0.02% | +450+0.4% | Added |
| Prudential PLC | 111,476 | $4.30M | 0.02% | +6,583+6.3% | Added |
| HM Payson & Co | 116,054 | $4.48M | 0.08% | −1,200−1.0% | Reduced |
| First National Bank & Trust Co of Newtown | 116,459 | $4.49M | 0.86% | −1,645−1.4% | Reduced |
| Amalgamated Bank | 120,041 | $4.63M | 0.04% | −21,545−15.2% | Reduced |
| State of Tennessee, Treasury Department | 128,955 | $4.97M | 0.02% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 129,518 | $5.00M | 0.90% | −489−0.4% | Reduced |
| MetLife Investment Management | 130,133 | $5.02M | 0.03% | −2,380−1.8% | Reduced |
| Avantax Advisory Services, Inc. | 134,336 | $5.18M | 0.03% | +6,666+5.2% | Added |
| Mutual of America Capital Management LLC | 136,076 | $5.25M | 0.06% | −8,001−5.6% | Reduced |
| Jane Street Group, LLC | 136,723 | $5.27M | 0.01% | +52,962+63.2% | Added |
| Stifel Financial Corp | 137,409 | $5.30M | 0.01% | +336+0.2% | Added |
| Janney Montgomery Scott LLC | 139,864 | $5.39M | 0.02% | +6,823+5.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 144,618 | $5.58M | 0.01% | −397−0.3% | Reduced |
| State of Wisconsin Investment Board | 146,683 | $5.66M | 0.01% | +8,974+6.5% | Added |
| Price T Rowe Associates Inc | 158,033 | $6.10M | 0.00% | +13,926+9.7% | Added |
| Campbell & CO Investment Adviser LLC | 159,738 | $6.16M | 0.46% | +159,738 | New |
| TD Asset Management Inc | 160,650 | $6.17M | 0.01% | +31,591+24.5% | Added |
| Wills Financial Group, Inc. | 161,045 | $6.21M | 2.61% | +1,264+0.8% | Added |
| HSBC Holdings PLC | 166,354 | $6.39M | 0.00% | +128,377+338.0% | Added |
| AXA S.A. | 167,605 | $6.46M | 0.02% | +3,404+2.1% | Added |
| Hennessy Advisors Inc | 170,700 | $6.58M | 0.21% | −6,600−3.7% | Reduced |
| Abn Amro Investment Solutions | 171,347 | $6.61M | 0.12% | +86,900+102.9% | Added |
| Natixis | 177,353 | $6.84M | 0.04% | −21,992−11.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 179,349 | $6.92M | 0.01% | +27,229+17.9% | Added |
| Storebrand Asset Management AS | 181,745 | $7.01M | 0.02% | +32,060+21.4% | Added |
| Jones Financial Companies LLLP | 182,942 | $7.04M | 0.01% | +55,057+43.1% | Added |
| First Manhattan Co | 183,515 | $7.08M | 0.02% | −1,700−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 184,046 | $7.10M | 0.00% | −2,314−1.2% | Reduced |
| Weiss Asset Management LP | 189,286 | $7.30M | 0.19% | +189,286 | New |
| Russell Investments Group, Ltd. | 189,880 | $7.32M | 0.01% | +84,424+80.1% | Added |
| Gotham Asset Management, LLC | 191,938 | $7.40M | 0.08% | −70,100−26.8% | Reduced |
| Holocene Advisors, LP | 193,091 | $7.45M | 0.03% | +38,138+24.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 194,139 | $7.49M | 0.02% | +16,819+9.5% | Added |
| Greenland Capital Management LP | 197,846 | $7.63M | 1.38% | +117,876+147.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 200,207 | $7.72M | 0.76% | +883+0.4% | Added |
| NFJ Investment Group, LLC | 201,898 | $7.79M | 0.23% | −52,415−20.6% | Reduced |
| HRT Financial LP | 204,105 | $7.87M | 0.04% | +204,105 | New |
| Danske Bank A/S | 206,306 | $7.96M | 0.03% | −600−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 209,521 | $8.08M | 0.01% | −7,609−3.5% | Reduced |
| John G Ullman & Associates Inc | 212,122 | $8.18M | 1.18% | +116,422+121.7% | Added |
| Maryland State Retirement & Pension System | 226,954 | $8.75M | 0.18% | −4,718−2.0% | Reduced |
| Atom Investors LP | 230,344 | $8.88M | 0.93% | −655−0.3% | Reduced |
| Verition Fund Management LLC | 237,320 | $9.15M | 0.06% | +82,795+53.6% | Added |
| Magellan Asset Management Ltd | 242,089 | $9.34M | 0.09% | −5,288−2.1% | Reduced |
| Nomura Asset Management Co Ltd | 244,901 | $9.45M | 0.03% | +7,800+3.3% | Added |
| Commonwealth Equity Services, LLC | 245,878 | $9.48M | 0.01% | −25,637−9.4% | Reduced |
| State Board of Administration of Florida Retirement System | 268,303 | $10.3M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 277,528 | $10.7M | 0.00% | −1,970−0.7% | Reduced |
| Swedbank AB | 282,370 | $10.9M | 0.01% | +8,148+3.0% | Added |
| New York State Teachers Retirement System | 294,791 | $11.4M | 0.02% | −25,995−8.1% | Reduced |
| Corebridge Financial, Inc. | 297,741 | $11.5M | 0.06% | −20,555−6.5% | Reduced |
| AQR Capital Management LLC | 304,880 | $11.7M | 0.02% | +178,709+141.6% | Added |
| Cambiar Investors LLC | 305,451 | $11.8M | 0.45% | −1,554−0.5% | Reduced |
| AMF Pensionsforsakring AB | 317,125 | $12.2M | 0.09% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 321,179 | $12.4M | 0.03% | +17,036+5.6% | Added |
| DekaBank Deutsche Girozentrale | 353,836 | $13.4M | 0.02% | +8,988+2.6% | Added |
| Retirement Systems of Alabama | 349,952 | $13.5M | 0.05% | −4,736−1.3% | Reduced |
| Barclays PLC | 352,021 | $13.6M | 0.01% | −30,930−8.1% | Reduced |
| Candriam Luxembourg S.C.A. | 357,445 | $13.8M | 0.08% | +28,295+8.6% | Added |
| Twinbeech Capital LP | 360,298 | $13.9M | 0.27% | +360,298 | New |
| Deprince Race & Zollo Inc | 369,325 | $14.2M | 0.27% | +229,471+164.1% | Added |
| Great West Life Assurance Co | 382,158 | $14.8M | 0.03% | +16,378+4.5% | Added |
| Alliancebernstein L.P. | 401,497 | $15.5M | 0.01% | +38,298+10.5% | Added |
| Royal Bank of Canada | 408,476 | $15.8M | 0.00% | −4,470−1.1% | Reduced |
| Ameriprise Financial Inc | 430,835 | $16.6M | 0.00% | +17,768+4.3% | Added |
| Thematics Asset Management | 442,726 | $17.1M | 0.68% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 475,935 | $18.4M | 0.07% | −1,192−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 479,587 | $18.5M | 0.12% | −25,851−5.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 510,053 | $19.7M | 0.01% | +29,461+6.1% | Added |
| Wells Fargo & Company | 527,544 | $20.3M | 0.00% | +79,728+17.8% | Added |
| Goldman Sachs Group Inc | 543,990 | $21.0M | 0.00% | +117,813+27.6% | Added |
| New York State Common Retirement Fund | 544,850 | $21.0M | 0.03% | −19,908−3.5% | Reduced |
| Gabelli Funds LLC | 551,350 | $21.3M | 0.15% | −2,500−0.5% | Reduced |
| Bank of Montreal | 605,154 | $23.2M | 0.01% | −20,059−3.2% | Reduced |
| Nuveen Asset Management, LLC | 653,408 | $25.2M | 0.01% | +11,364+1.8% | Added |
| Aviva PLC | 728,337 | $28.1M | 0.07% | +47,456+7.0% | Added |
| Energy Income Partners, LLC | 747,091 | $28.8M | 0.62% | −43,660−5.5% | Reduced |
| GW&K Investment Management, LLC | 750,353 | $28.9M | 0.25% | +139,831+22.9% | Added |
| Principal Financial Group Inc | 767,455 | $29.6M | 0.02% | −250,398−24.6% | Reduced |
| Swiss National Bank | 768,900 | $29.7M | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 790,908 | $30.5M | 0.01% | +191,939+32.0% | Added |
| Point72 Asset Management, L.P. | 799,647 | $30.8M | 0.11% | +799,647 | New |
| ProShare Advisors LLC | 805,620 | $31.1M | 0.08% | −76,038−8.6% | Reduced |
| Deutsche Bank AG | 826,740 | $31.9M | 0.01% | −146,432−15.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 828,566 | $32.0M | 0.02% | −13,516,694−94.2% | Reduced |
| Rhumbline Advisers | 840,777 | $32.4M | 0.03% | −12,225−1.4% | Reduced |
| California State Teachers Retirement System | 847,984 | $32.7M | 0.04% | +89,541+11.8% | Added |
| Ensign Peak Advisors, Inc | 912,293 | $35.2M | 0.06% | −7,960−0.9% | Reduced |
| JPMorgan Chase & Co | 953,984 | $36.8M | 0.00% | +237,096+33.1% | Added |
| Bank of America Corp | 1,020,395 | $39.4M | 0.00% | +319,921+45.7% | Added |
| Franklin Resources Inc | 997,399 | $39.8M | 0.01% | +10,427+1.1% | Added |
| Kames Capital plc | 1,048,821 | $40.4M | 0.55% | −172,958−14.2% | Reduced |
| California Public Employees Retirement System | 1,075,333 | $41.5M | 0.03% | −68,319−6.0% | Reduced |