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 |
|---|---|---|---|---|---|
| Abn Amro Investment Solutions | 171,347 | $6.61M | 0.12% | +86,900+102.9% | Added |
| Hennessy Advisors Inc | 170,700 | $6.58M | 0.21% | −6,600−3.7% | Reduced |
| AXA S.A. | 167,605 | $6.46M | 0.02% | +3,404+2.1% | Added |
| HSBC Holdings PLC | 166,354 | $6.39M | 0.00% | +128,377+338.0% | Added |
| Wills Financial Group, Inc. | 161,045 | $6.21M | 2.61% | +1,264+0.8% | Added |
| TD Asset Management Inc | 160,650 | $6.17M | 0.01% | +31,591+24.5% | Added |
| Campbell & CO Investment Adviser LLC | 159,738 | $6.16M | 0.46% | +159,738 | New |
| Price T Rowe Associates Inc | 158,033 | $6.10M | 0.00% | +13,926+9.7% | Added |
| State of Wisconsin Investment Board | 146,683 | $5.66M | 0.01% | +8,974+6.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 144,618 | $5.58M | 0.01% | −397−0.3% | Reduced |
| Janney Montgomery Scott LLC | 139,864 | $5.39M | 0.02% | +6,823+5.1% | Added |
| Stifel Financial Corp | 137,409 | $5.30M | 0.01% | +336+0.2% | Added |
| Jane Street Group, LLC | 136,723 | $5.27M | 0.01% | +52,962+63.2% | Added |
| Mutual of America Capital Management LLC | 136,076 | $5.25M | 0.06% | −8,001−5.6% | Reduced |
| Avantax Advisory Services, Inc. | 134,336 | $5.18M | 0.03% | +6,666+5.2% | Added |
| MetLife Investment Management | 130,133 | $5.02M | 0.03% | −2,380−1.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 129,518 | $5.00M | 0.90% | −489−0.4% | Reduced |
| State of Tennessee, Treasury Department | 128,955 | $4.97M | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 120,041 | $4.63M | 0.04% | −21,545−15.2% | Reduced |
| First National Bank & Trust Co of Newtown | 116,459 | $4.49M | 0.86% | −1,645−1.4% | Reduced |
| HM Payson & Co | 116,054 | $4.48M | 0.08% | −1,200−1.0% | Reduced |
| Prudential PLC | 111,476 | $4.30M | 0.02% | +6,583+6.3% | Added |
| Treasurer of the State of North Carolina | 110,023 | $4.24M | 0.02% | +450+0.4% | Added |
| Raymond James & Associates | 109,578 | $4.23M | 0.00% | −31,211−22.2% | Reduced |
| Qube Research & Technologies Ltd | 108,257 | $4.18M | 0.01% | +108,257 | New |
| Coston, McIsaac & Partners | 107,694 | $4.15M | 1.17% | +3,915+3.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 106,043 | $4.09M | 0.00% | +29,773+39.0% | Added |
| Envestnet Asset Management Inc | 105,454 | $4.07M | 0.00% | +10,028+10.5% | Added |
| Ostrum Asset Management | 105,325 | $4.06M | 0.34% | +13,272+14.4% | Added |
| Brown Advisory Inc | 105,235 | $4.06M | 0.01% | −648−0.6% | Reduced |
| AdvisorNet Financial, Inc | 103,495 | $3.99M | 0.30% | +57+0.1% | Added |
| Private Advisor Group, LLC | 103,111 | $3.98M | 0.02% | −2,111−2.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 102,400 | $3.95M | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 101,365 | $3.91M | 2.61% | −525−0.5% | Reduced |
| DRW Securities, LLC | 101,300 | $3.91M | 0.22% | +101,300 | New |
| Standard Life Aberdeen plc | 99,630 | $3.82M | 0.01% | −261,771−72.4% | Reduced |
| HighTower Advisors, LLC | 97,714 | $3.78M | 0.01% | +3,501+3.7% | Added |
| Vontobel Holding Ltd. | 96,284 | $3.71M | 0.01% | −66−0.1% | Reduced |
| Yousif Capital Management, LLC | 94,129 | $3.63M | 0.04% | −12,881−12.0% | Reduced |
| IFM Investors Pty Ltd | 93,296 | $3.60M | 0.03% | −7,348−7.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 89,170 | $3.55M | 0.62% | −6,122−6.4% | Reduced |
| Ameritas Investment Partners, Inc. | 91,809 | $3.54M | 0.12% | −1,854−2.0% | Reduced |
| Public Employees Retirement System of Ohio | 91,449 | $3.53M | 0.02% | −4,556−4.7% | Reduced |
| Asset Management One Co.,Ltd. | 90,957 | $3.51M | 0.01% | −803−0.9% | Reduced |
| Comerica Bank | 90,466 | $3.49M | 0.01% | −13,489−13.0% | Reduced |
| Covea Finance | 90,000 | $3.47M | 0.15% | +24,000+36.4% | Added |
| D. E. Shaw & Co., Inc. | 86,643 | $3.34M | 0.00% | +86,643 | New |
| Raymond James Financial Services Advisors, Inc. | 83,881 | $3.24M | 0.00% | +25,811+44.4% | Added |
| Arrowstreet Capital, Limited Partnership | 81,719 | $3.15M | 0.00% | +20,681+33.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 80,744 | $3.11M | 0.01% | +2,424+3.1% | Added |
| Creative Planning | 79,824 | $3.08M | 0.00% | −1,116−1.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 78,689 | $3.03M | 0.02% | +821+1.1% | Added |
| State of New Jersey Common Pension Fund D | 78,017 | $3.01M | 0.01% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 76,798 | $2.96M | 0.70% | +4,448+6.1% | Added |
| Synergy Financial Management, LLC | 76,787 | $2.96M | 0.45% | +76,787 | New |
| Citigroup Inc | 76,394 | $2.95M | 0.00% | +27,743+57.0% | Added |
| Texas Yale Capital Corp. | 76,393 | $2.95M | 0.13% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 75,699 | $2.92M | 0.03% | −2,200−2.8% | Reduced |
| Engineers Gate Manager LP | 75,497 | $2.91M | 0.06% | +75,497 | New |
| Van Eck Associates Corp | 72,211 | $2.91M | 0.00% | +4,573+6.8% | Added |
| Arizona State Retirement System | 74,446 | $2.87M | 0.02% | +3,068+4.3% | Added |
| Kennedy Capital Management, Inc. | 74,101 | $2.86M | 0.06% | −10,322−12.2% | Reduced |
| Toth Financial Advisory Corp | 73,394 | $2.83M | 0.33% | +22,560+44.4% | Added |
| Forsta Ap-Fonden | 71,100 | $2.74M | 0.02% | +21,100+42.2% | Added |
| South Dakota Investment Council | 71,006 | $2.74M | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 69,800 | $2.69M | 0.05% | −1,400−2.0% | Reduced |
| Pinebridge Investments, L.P. | 69,693 | $2.69M | 0.02% | +69,693 | New |
| Trillium Asset Management, LLC | 67,910 | $2.62M | 0.06% | −1,063−1.5% | Reduced |
| Exchange Traded Concepts, LLC | 67,784 | $2.61M | 0.06% | +1,412+2.1% | Added |
| Radnor Capital Management, LLC | 67,153 | $2.59M | 0.38% | +7,801+13.1% | Added |
| BLB&B Advisors, LLC | 66,737 | $2.57M | 0.13% | −6,845−9.3% | Reduced |
| Natixis Advisors, L.P. | 66,382 | $2.56M | 0.00% | +3,761+6.0% | Added |
| Arcadia Investment Management Corp | 66,020 | $2.55M | 0.42% | −10,525−13.8% | Reduced |
| International Assets Investment Management, LLC | 98,142 | $2.54M | 0.01% | +98,142 | New |
| SEI Investments Co | 65,421 | $2.52M | 0.00% | +6,184+10.4% | Added |
| Jacobi Capital Management LLC | 65,374 | $2.52M | 0.19% | +1,432+2.2% | Added |
| Korea Investment CORP | 64,829 | $2.50M | 0.01% | −310,052−82.7% | Reduced |
| Stephens Inc | 63,446 | $2.45M | 0.03% | −2,957−4.5% | Reduced |
| La Banque Postale Asset Management SA | 62,424 | $2.41M | 0.04% | +62,424 | New |
| DnB Asset Management AS | 62,141 | $2.40M | 0.01% | +6,067+10.8% | Added |
| Alps Advisors Inc | 60,713 | $2.34M | 0.02% | −6,223−9.3% | Reduced |
| Northwest & Ethical Investments L.P. | 60,243 | $2.32M | 0.06% | −12,656−17.4% | Reduced |
| State of Michigan Retirement System | 59,771 | $2.31M | 0.01% | −800−1.3% | Reduced |
| Thrivent Financial for Lutherans | 59,631 | $2.30M | 0.00% | −1,651−2.7% | Reduced |
| Guggenheim Capital LLC | 59,516 | $2.30M | 0.02% | −15,841−21.0% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 58,479 | $2.26M | 0.03% | −2,697−4.4% | Reduced |
| Phoenix Holdings Ltd. | 57,874 | $2.24M | 0.03% | +47,581+462.3% | Added |
| Coldstream Capital Management Inc | 57,626 | $2.22M | 0.05% | +57,626 | New |
| Ethic Inc. | 58,202 | $2.16M | 0.05% | −1,463−2.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 55,860 | $2.15M | 0.05% | −304−0.5% | Reduced |
| Toronto Dominion Bank | 55,560 | $2.14M | 0.00% | +11,528+26.2% | Added |
| Bryn Mawr Trust Co | 54,809 | $2.11M | 0.04% | +27,291+99.2% | Added |
| Rodgers Brothers Inc. | 53,438 | $2.06M | 0.26% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 52,991 | $2.04M | 0.00% | −5,088−8.8% | Reduced |
| Man Group plc | 52,838 | $2.04M | 0.01% | +29,854+129.9% | Added |
| M&T Bank Corp | 52,488 | $2.02M | 0.01% | +2,860+5.8% | Added |
| Glenmede Trust Co NA | 51,881 | $2.00M | 0.01% | +803+1.6% | Added |
| Victory Capital Management Inc | 51,075 | $1.97M | 0.00% | −3,947−7.2% | Reduced |
| Oregon Public Employees Retirement Fund | 50,974 | $1.97M | 0.04% | −1,290−2.5% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 50,742 | $1.96M | 1.76% | −1,948−3.7% | Reduced |