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 |
|---|---|---|---|---|---|
| Epoch Investment Partners, Inc. | 1,164,398 | $44.9M | 0.20% | −16,375−1.4% | Reduced |
| Millennium Management LLC | 1,243,484 | $48.0M | 0.04% | +1,243,484 | New |
| Allianz Asset Management GmbH | 1,279,682 | $49.4M | 0.08% | +451,914+54.6% | Added |
| Cbre Clarion Securities LLC | 1,433,096 | $55.3M | 0.88% | +1,159,293+423.4% | Added |
| Dimensional Fund Advisors LP | 1,573,992 | $60.7M | 0.01% | +73,842+4.9% | Added |
| Empower Advisory Group, LLC | 1,585,475 | $61.2M | 0.21% | +84,596+5.6% | Added |
| Charles Schwab Investment Management Inc | 1,871,932 | $72.2M | 0.01% | +149,162+8.7% | Added |
| FIL Ltd | 1,960,747 | $75.6M | 0.07% | +794,747+68.2% | Added |
| Boston Trust Walden Corp | 1,962,692 | $75.7M | 0.53% | +1,059,320+117.3% | Added |
| Tandem Investment Advisors, Inc. | 2,034,497 | $78.5M | 2.97% | +10,560+0.5% | Added |
| UBS Asset Management Americas Inc | 2,154,215 | $83.1M | 0.02% | +145,767+7.3% | Added |
| Duff & Phelps Investment Management Co | 2,531,297 | $97.6M | 1.12% | +100,990+4.2% | Added |
| Bank of New York Mellon Corp | 2,555,304 | $98.6M | 0.02% | −198,795−7.2% | Reduced |
| Macquarie Group Ltd | 2,614,135 | $100.8M | 0.11% | +860,834+49.1% | Added |
| FMR LLC | 2,677,789 | $103.3M | 0.01% | −664,884−19.9% | Reduced |
| Northern Trust Corp | 2,730,064 | $105.3M | 0.02% | −396,519−12.7% | Reduced |
| Norges Bank | 2,750,912 | $106.1M | 0.01% | +627,507+29.6% | Added |
| Legal & General Group Plc | 3,233,534 | $124.7M | 0.03% | −36,243−1.1% | Reduced |
| First Trust Advisors LP | 3,246,030 | $125.2M | 0.12% | +74,774+2.4% | Added |
| Morgan Stanley | 3,264,993 | $125.9M | 0.01% | +92,461+2.9% | Added |
| Invesco Ltd. | 3,453,866 | $133.2M | 0.03% | −750,750−17.9% | Reduced |
| Geode Capital Management, LLC | 4,305,976 | $165.7M | 0.01% | +82,456+2.0% | Added |
| Pictet Asset Management Holding SA | 5,128,543 | $197.8M | 0.22% | +273,420+5.6% | Added |
| Nordea Investment Management AB | 5,839,048 | $223.2M | 0.25% | +802,507+15.9% | Added |
| Amundi | 7,831,458 | $301.5M | 0.11% | +350,621+4.7% | Added |
| State Street Corp | 12,466,249 | $480.8M | 0.02% | −316,174−2.5% | Reduced |
| Canada Pension Plan Investment Board | 21,661,095 | $835.5M | 0.79% | 00.0% | Unchanged |
| Vanguard Group Inc | 27,815,879 | $1.07B | 0.02% | −5,5620.0% | Reduced |
| BlackRock, Inc. | 31,168,058 | $1.20B | 0.03% | +31,168,058 | New |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −86,187−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −28,315−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −27,209−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −20,585−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −18,964−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −15,631−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −13,456−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −13,410−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −11,850−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −10,461−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −15,807−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,303−100.0% | Sold out |
| LaSalle St. Investment Advisors, LLC | 0 | $0 | 0.00% | −7,994−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −7,912−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −6,776−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,947−100.0% | Sold out |
| Conestoga Capital Advisors, LLC | 0 | $0 | 0.00% | −6,937−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −6,867−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −5,774−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −5,586−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −5,539−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −5,544−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −5,386−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −4,659−100.0% | Sold out |
| Cultivar Capital, Inc. | 0 | $0 | 0.00% | −1,869−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −980−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −862−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Bear Mountain Capital, Inc. | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Levy Wealth Management Group, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |