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, Q4 2024
Institutional positions in Essential Utilities, Inc. as of Dec 31, 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
- 622
- +6 vs. Q3 2024
- Shares held
- 217.7M
- +6.84M (+3.2%) vs. Q3 2024
- Total value
- $7.90B
- −$178.4M (−2.2%) vs. Q3 2024
- New holders
- 71
- 184 more added
- Sold out
- 65
- 254 more reduced
13 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 32,999,066 | $1.20B | 0.02% | +1,831,008+5.9% | Added |
| Vanguard Group Inc | 30,061,135 | $1.09B | 0.02% | +2,245,256+8.1% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $786.7M | 0.75% | 00.0% | Unchanged |
| State Street Corp | 13,022,430 | $473.0M | 0.02% | +556,181+4.5% | Added |
| Nordea Investment Management AB | 6,811,851 | $247.1M | 0.26% | +972,803+16.7% | Added |
| Amundi | 6,802,951 | $244.6M | 0.09% | −1,028,507−13.1% | Reduced |
| Pictet Asset Management Holding SA | 6,726,215 | $244.3M | 0.26% | +1,597,672+31.2% | Added |
| Geode Capital Management, LLC | 4,317,312 | $156.5M | 0.01% | +11,336+0.3% | Added |
| Invesco Ltd. | 3,690,116 | $134.0M | 0.02% | +236,250+6.8% | Added |
| Northern Trust Corp | 3,331,090 | $121.0M | 0.02% | +601,026+22.0% | Added |
| Morgan Stanley | 3,256,486 | $118.3M | 0.01% | −8,507−0.3% | Reduced |
| First Trust Advisors LP | 3,241,389 | $117.7M | 0.10% | −4,641−0.1% | Reduced |
| Legal & General Group Plc | 3,215,695 | $116.8M | 0.03% | −17,839−0.6% | Reduced |
| Norges Bank | 2,824,903 | $102.6M | 0.01% | +73,991+2.7% | Added |
| Bank of New York Mellon Corp | 2,731,011 | $99.2M | 0.02% | +175,707+6.9% | Added |
| Macquarie Group Ltd | 2,486,280 | $90.3M | 0.11% | −127,855−4.9% | Reduced |
| Duff & Phelps Investment Management Co | 2,410,529 | $87.6M | 1.05% | −120,768−4.8% | Reduced |
| UBS Asset Management Americas Inc | 2,346,671 | $85.2M | 0.02% | +192,456+8.9% | Added |
| Boston Trust Walden Corp | 2,126,907 | $77.2M | 0.54% | +164,215+8.4% | Added |
| Charles Schwab Investment Management Inc | 2,071,868 | $75.3M | 0.01% | +199,936+10.7% | Added |
| Cbre Clarion Securities LLC | 2,043,011 | $74.2M | 1.31% | +609,915+42.6% | Added |
| Tandem Investment Advisors, Inc. | 2,026,707 | $73.6M | 2.79% | −7,790−0.4% | Reduced |
| Allianz Asset Management GmbH | 1,935,818 | $70.3M | 0.10% | +656,136+51.3% | Added |
| FIL Ltd | 1,888,737 | $68.6M | 0.06% | −72,010−3.7% | Reduced |
| Empower Advisory Group, LLC | 1,660,038 | $60.3M | 0.20% | +74,563+4.7% | Added |
| FMR LLC | 1,621,203 | $58.9M | 0.00% | −1,056,586−39.5% | Reduced |
| Dimensional Fund Advisors LP | 1,601,633 | $58.2M | 0.01% | +27,641+1.8% | Added |
| Ensign Peak Advisors, Inc | 1,593,053 | $57.9M | 0.10% | +680,760+74.6% | Added |
| UBS Group AG | 1,484,797 | $53.9M | 0.01% | +693,889+87.7% | Added |
| Cohen & Steers, Inc. | 1,441,490 | $52.4M | 0.10% | +1,441,490 | New |
| Epoch Investment Partners, Inc. | 1,196,946 | $43.5M | 0.21% | +32,548+2.8% | Added |
| California Public Employees Retirement System | 1,047,706 | $38.1M | 0.03% | −27,627−2.6% | Reduced |
| Franklin Resources Inc | 1,046,443 | $38.0M | 0.01% | +49,044+4.9% | Added |
| Kames Capital plc | 984,643 | $35.8M | 0.47% | −64,178−6.1% | Reduced |
| California State Teachers Retirement System | 953,574 | $34.6M | 0.04% | +105,590+12.5% | Added |
| ProShare Advisors LLC | 873,797 | $31.7M | 0.07% | +68,177+8.5% | Added |
| T. Rowe Price Investment Management, Inc. | 802,660 | $29.2M | 0.02% | −25,906−3.1% | Reduced |
| Rhumbline Advisers | 800,784 | $29.1M | 0.03% | −39,993−4.8% | Reduced |
| Bank of America Corp | 747,537 | $27.2M | 0.00% | −272,858−26.7% | Reduced |
| Swiss National Bank | 734,500 | $26.7M | 0.02% | −34,400−4.5% | Reduced |
| GW&K Investment Management, LLC | 725,797 | $26.4M | 0.22% | −24,556−3.3% | Reduced |
| Principal Financial Group Inc | 725,481 | $26.3M | 0.01% | −41,974−5.5% | Reduced |
| Aviva PLC | 715,212 | $26.0M | 0.07% | −13,125−1.8% | Reduced |
| Deutsche Bank AG | 702,130 | $25.5M | 0.01% | −124,610−15.1% | Reduced |
| Energy Income Partners, LLC | 695,863 | $25.3M | 0.52% | −51,228−6.9% | Reduced |
| Nuveen Asset Management, LLC | 595,235 | $21.6M | 0.01% | −58,173−8.9% | Reduced |
| JPMorgan Chase & Co | 582,189 | $21.1M | 0.00% | −371,795−39.0% | Reduced |
| Wells Fargo & Company | 565,983 | $20.6M | 0.00% | +38,439+7.3% | Added |
| Raiffeisen Bank International AG | 564,212 | $20.4M | 0.31% | +564,212 | New |
| Gabelli Funds LLC | 551,350 | $20.0M | 0.15% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 543,404 | $19.7M | 0.03% | −1,446−0.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 507,010 | $18.4M | 0.01% | −3,043−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 479,238 | $17.4M | 0.11% | −349−0.1% | Reduced |
| Barclays PLC | 442,767 | $16.1M | 0.01% | +90,746+25.8% | Added |
| Thematics Asset Management | 442,726 | $16.1M | 0.70% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 423,864 | $15.4M | 0.00% | −120,126−22.1% | Reduced |
| Verition Fund Management LLC | 402,171 | $14.6M | 0.07% | +164,851+69.5% | Added |
| Public Employees Retirement Association of Colorado | 396,797 | $14.4M | 0.06% | −79,138−16.6% | Reduced |
| Great West Life Assurance Co | 391,670 | $14.2M | 0.02% | +9,512+2.5% | Added |
| Royal Bank of Canada | 389,087 | $14.1M | 0.00% | −19,389−4.7% | Reduced |
| Deprince Race & Zollo Inc | 368,579 | $13.4M | 0.27% | −746−0.2% | Reduced |
| Ameriprise Financial Inc | 360,398 | $13.1M | 0.00% | −70,437−16.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 353,672 | $12.8M | 0.01% | +247,629+233.5% | Added |
| Retirement Systems of Alabama | 351,291 | $12.8M | 0.05% | +1,339+0.4% | Added |
| DekaBank Deutsche Girozentrale | 353,836 | $12.7M | 0.02% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 348,481 | $12.7M | 0.07% | −8,964−2.5% | Reduced |
| Alliancebernstein L.P. | 343,356 | $12.5M | 0.00% | −58,141−14.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 338,874 | $12.3M | 0.03% | +17,695+5.5% | Added |
| Swedbank AB | 295,451 | $10.7M | 0.01% | +13,081+4.6% | Added |
| LPL Financial LLC | 288,469 | $10.5M | 0.00% | +10,941+3.9% | Added |
| Stifel Financial Corp | 287,817 | $10.5M | 0.01% | +150,408+109.5% | Added |
| Corebridge Financial, Inc. | 285,865 | $10.4M | 0.06% | −11,876−4.0% | Reduced |
| New York State Teachers Retirement System | 283,791 | $10.3M | 0.02% | −11,000−3.7% | Reduced |
| John G Ullman & Associates Inc | 282,050 | $10.2M | 1.51% | +69,928+33.0% | Added |
| Cambiar Investors LLC | 268,353 | $9.75M | 0.39% | −37,098−12.1% | Reduced |
| State Board of Administration of Florida Retirement System | 268,303 | $9.74M | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 258,013 | $9.37M | 0.03% | −541,634−67.7% | Reduced |
| AQR Capital Management LLC | 246,582 | $8.96M | 0.01% | −58,298−19.1% | Reduced |
| Commonwealth Equity Services, LLC | 241,041 | $8.76M | 0.01% | −4,837−2.0% | Reduced |
| Jones Financial Companies LLLP | 240,233 | $8.73M | 0.01% | +57,291+31.3% | Added |
| Nomura Asset Management Co Ltd | 239,601 | $8.70M | 0.03% | −5,300−2.2% | Reduced |
| Greenland Capital Management LP | 228,920 | $8.31M | 1.66% | +31,074+15.7% | Added |
| KLP Kapitalforvaltning AS | 224,200 | $8.14M | 0.04% | +224,200 | New |
| Maryland State Retirement & Pension System | 222,769 | $8.09M | 0.17% | −4,185−1.8% | Reduced |
| Danske Bank A/S | 219,006 | $7.95M | 0.02% | +12,700+6.2% | Added |
| APG Asset Management N.V. | 219,910 | $7.71M | 0.02% | +171,459+353.9% | Added |
| Manufacturers Life Insurance Company, The | 208,710 | $7.58M | 0.01% | −811−0.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 206,805 | $7.51M | 0.01% | +206,805 | New |
| Magellan Asset Management Ltd | 205,156 | $7.45M | 0.08% | −36,933−15.3% | Reduced |
| Raymond James Financial Inc | 203,264 | $7.38M | 0.00% | +203,264 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 201,926 | $7.33M | 0.77% | +1,719+0.9% | Added |
| NFJ Investment Group, LLC | 191,051 | $6.94M | 0.22% | −10,847−5.4% | Reduced |
| Abn Amro Investment Solutions | 189,373 | $6.88M | 0.13% | +18,026+10.5% | Added |
| Russell Investments Group, Ltd. | 187,062 | $6.79M | 0.01% | −2,818−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 181,905 | $6.61M | 0.00% | −2,141−1.2% | Reduced |
| Storebrand Asset Management AS | 181,357 | $6.59M | 0.02% | −388−0.2% | Reduced |
| First Manhattan Co | 179,893 | $6.53M | 0.02% | −3,622−2.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 179,341 | $6.48M | 0.01% | −80.0% | Reduced |
| TD Asset Management Inc | 176,518 | $6.41M | 0.01% | +15,868+9.9% | Added |
| Gotham Asset Management, LLC | 175,920 | $6.39M | 0.06% | −16,018−8.3% | Reduced |