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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 50,103 | $1.93M | 0.05% | −239−0.5% | Reduced |
| Susquehanna International Group, LLP | 49,719 | $1.92M | 0.00% | +34,746+232.1% | Added |
| Schroder Investment Management Group | 49,511 | $1.90M | 0.00% | +7,052+16.6% | Added |
| Eastern Bank | 49,280 | $1.90M | 0.03% | +49,280 | New |
| CenterBook Partners LP | 48,886 | $1.89M | 0.12% | +5,996+14.0% | Added |
| New Mexico Educational Retirement Board | 48,800 | $1.88M | 0.06% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 48,660 | $1.88M | 0.01% | −150.0% | Reduced |
| Brevan Howard Capital Management LP | 47,378 | $1.83M | 0.09% | +47,378 | New |
| Mariner, LLC | 47,337 | $1.83M | 0.00% | +2,157+4.8% | Added |
| Bridgewater Advisors Inc. | 47,342 | $1.82M | 0.19% | −110.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 47,087 | $1.82M | 0.00% | +4,666+11.0% | Added |
| Janus Henderson Group PLC | 46,753 | $1.80M | 0.00% | +6,344+15.7% | Added |
| Krilogy Financial LLC | 46,692 | $1.80M | 0.12% | +6,212+15.3% | Added |
| Cetera Investment Advisers | 45,969 | $1.77M | 0.00% | −5,592−10.8% | Reduced |
| Pacer Advisors, Inc. | 45,058 | $1.74M | 0.00% | −1,367−2.9% | Reduced |
| First Personal Financial Services | 44,865 | $1.73M | 0.37% | −114−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 44,579 | $1.72M | 0.03% | +8,705+24.3% | Added |
| APG Asset Management N.V. | 48,451 | $1.67M | 0.01% | −979,423−95.3% | Reduced |
| British Columbia Investment Management Corp | 43,349 | $1.67M | 0.01% | −6,414−12.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 43,227 | $1.67M | 0.02% | −4,773−9.9% | Reduced |
| JustInvest LLC | 42,978 | $1.66M | 0.03% | +2,254+5.5% | Added |
| CI Private Wealth, LLC | 42,703 | $1.65M | 0.00% | −3,408−7.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 41,261 | $1.65M | 0.01% | −3,868−8.6% | Reduced |
| Utah Retirement Systems | 41,698 | $1.61M | 0.02% | 00.0% | Unchanged |
| Tredje AP-fonden | 40,820 | $1.57M | 0.01% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 40,694 | $1.57M | 0.13% | −840−2.0% | Reduced |
| Secure Asset Management, LLC | 40,412 | $1.56M | 0.26% | +2,157+5.6% | Added |
| Kestra Advisory Services, LLC | 40,009 | $1.54M | 0.01% | −1,607−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 39,949 | $1.54M | 0.00% | −4,040−9.2% | Reduced |
| Baird Financial Group, Inc. | 39,777 | $1.53M | 0.00% | −1,359−3.3% | Reduced |
| Xponance, Inc. | 39,148 | $1.51M | 0.01% | +70+0.2% | Added |
| Assenagon Asset Management S.A. | 38,373 | $1.48M | 0.00% | +28,444+286.5% | Added |
| Steward Partners Investment Advisory, LLC | 38,296 | $1.48M | 0.01% | +943+2.5% | Added |
| Tudor Investment Corp Et Al | 38,179 | $1.47M | 0.02% | +38,179 | New |
| Credit Agricole S A | 36,938 | $1.42M | 0.01% | +863+2.4% | Added |
| Pathstone Holdings, LLC | 36,217 | $1.40M | 0.01% | −1,329−3.5% | Reduced |
| Cerity Partners LLC | 36,201 | $1.40M | 0.00% | +5,347+17.3% | Added |
| Mercer Global Advisors Inc | 35,562 | $1.36M | 0.00% | +2,085+6.2% | Added |
| USS Investment Management Ltd | 34,900 | $1.35M | 0.01% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 34,080 | $1.31M | 0.01% | 00.0% | Unchanged |
| Addison Capital Co | 33,649 | $1.30M | 0.52% | −979−2.8% | Reduced |
| Lido Advisors, LLC | 33,340 | $1.29M | 0.01% | −25,161−43.0% | Reduced |
| XTX Topco Ltd | 33,247 | $1.28M | 0.09% | +3,712+12.6% | Added |
| Voya Investment Management LLC | 32,917 | $1.27M | 0.00% | −3,599−9.9% | Reduced |
| Oak Thistle LLC | 32,722 | $1.26M | 0.41% | +32,722 | New |
| Ossiam | 32,033 | $1.24M | 0.02% | −13,322−29.4% | Reduced |
| Aquatic Capital Management LLC | 31,900 | $1.23M | 0.03% | +31,900 | New |
| Nissay Asset Management Corp | 31,638 | $1.22M | 0.01% | +865+2.8% | Added |
| New York Life Investment Management LLC | 31,509 | $1.22M | 0.01% | −1,806−5.4% | Reduced |
| TFG Advisers LLC | 30,983 | $1.20M | 0.43% | −1,602−4.9% | Reduced |
| Aigen Investment Management, LP | 30,035 | $1.16M | 0.23% | +30,035 | New |
| Northwestern Mutual Wealth Management Co | 29,835 | $1.15M | 0.00% | +22,275+294.6% | Added |
| State of Alaska, Department of Revenue | 29,256 | $1.13M | 0.01% | +1,985+7.3% | Added |
| Versor Investments LP | 28,679 | $1.11M | 0.18% | +5,300+22.7% | Added |
| Modera Wealth Management, LLC | 28,499 | $1.10M | 0.01% | −15−0.1% | Reduced |
| Jmac Enterprises LLC | 28,314 | $1.09M | 0.17% | +149+0.5% | Added |
| Philadelphia Trust Co | 27,630 | $1.07M | 0.08% | 00.0% | Unchanged |
| Lee Financial Co | 27,591 | $1.06M | 0.15% | +7,615+38.1% | Added |
| Sequoia Financial Advisors, LLC | 27,413 | $1.06M | 0.01% | −124−0.5% | Reduced |
| Neuberger Berman Group LLC | 26,847 | $1.04M | 0.00% | −232−0.9% | Reduced |
| Federated Hermes, Inc. | 26,480 | $1.02M | 0.00% | −761−2.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 26,459 | $1.02M | 0.26% | −1,283−4.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,435 | $1.02M | 0.01% | 00.0% | Unchanged |
| apricus wealth, LLC | 26,262 | $1.01M | 0.67% | 00.0% | Unchanged |
| Central Trust Co | 26,101 | $1.01M | 0.02% | +7,431+39.8% | Added |
| Blackhill Capital Inc | 26,041 | $1.00M | 0.06% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 25,911 | $999.4K | 0.63% | −125−0.5% | Reduced |
| Continuum Advisory, LLC | 26,032 | $996.0K | 0.13% | 00.0% | Unchanged |
| Haverford Trust Co | 25,573 | $986.4K | 0.01% | −7,320−22.3% | Reduced |
| Wealthcare Advisory Partners LLC | 25,172 | $970.9K | 0.03% | +2,971+13.4% | Added |
| Sanctuary Advisors, LLC | 24,359 | $962.9K | 0.01% | +6,900+39.5% | Added |
| Moors & Cabot, Inc. | 24,780 | $955.8K | 0.05% | +2,878+13.1% | Added |
| Blair William & Co | 24,367 | $939.8K | 0.00% | −996−3.9% | Reduced |
| Community Bank, N.A. | 24,034 | $926.7K | 0.12% | −809−3.3% | Reduced |
| Daiwa Securities Group Inc. | 23,923 | $923.0K | 0.00% | +1,102+4.8% | Added |
| Axxcess Wealth Management, LLC | 23,629 | $911.4K | 0.02% | +50.0% | Added |
| Prudential Financial Inc | 23,598 | $910.2K | 0.00% | +1,124+5.0% | Added |
| Key Financial Inc | 23,597 | $910.1K | 0.20% | +40+0.2% | Added |
| Panagora Asset Management Inc | 23,229 | $895.9K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 23,201 | $894.9K | 0.01% | −22,741−49.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 23,016 | $887.7K | 0.03% | −231−1.0% | Reduced |
| Elo Mutual Pension Insurance Co | 22,905 | $883.4K | 0.02% | −250−1.1% | Reduced |
| Cullen Capital Management LLC | 22,466 | $866.5K | 0.01% | +225+1.0% | Added |
| Blue Bell Private Wealth Management, LLC | 21,235 | $819.0K | 0.16% | −177−0.8% | Reduced |
| Aspire Private Capital, LLC | 21,176 | $816.8K | 0.19% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 21,127 | $814.9K | 0.00% | −7,142−25.3% | Reduced |
| Point72 (DIFC) Ltd | 21,048 | $811.8K | 0.06% | +21,048 | New |
| Vestcor Inc | 20,239 | $781.0K | 0.02% | +8,642+74.5% | Added |
| Gulf International Bank (UK) Ltd | 20,077 | $774.0K | 0.02% | −800−3.8% | Reduced |
| Swiss Life Asset Management Ltd | 19,902 | $766.8K | 0.01% | −16,018−44.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 19,881 | $766.8K | 0.05% | +22+0.1% | Added |
| Colony Group, LLC | 19,632 | $757.3K | 0.00% | +12,725+184.2% | Added |
| Securian Asset Management, Inc | 19,578 | $755.1K | 0.02% | −492−2.5% | Reduced |
| Advisors Asset Management, Inc. | 19,544 | $753.8K | 0.01% | −7,337−27.3% | Reduced |
| J.W. Cole Advisors, Inc. | 19,447 | $750.1K | 0.03% | −790−3.9% | Reduced |
| Qsemble Capital Management, LP | 19,400 | $748.3K | 0.14% | +19,400 | New |
| Prelude Capital Management, LLC | 19,230 | $741.7K | 0.06% | +19,230 | New |
| Rothschild Investment LLC | 19,210 | $740.9K | 0.05% | −1,780−8.5% | Reduced |
| Provenance Wealth Advisors, LLC | 19,025 | $733.8K | 0.09% | −45−0.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,975 | $731.9K | 0.07% | 00.0% | Unchanged |