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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 38,652 | $1.40M | 0.01% | +356+0.9% | Added |
| Clear Harbor Asset Management, LLC | 38,819 | $1.41M | 0.11% | −1,875−4.6% | Reduced |
| CI Private Wealth, LLC | 40,196 | $1.46M | 0.00% | −2,507−5.9% | Reduced |
| M&T Bank Corp | 40,553 | $1.47M | 0.00% | −11,935−22.7% | Reduced |
| Tredje AP-fonden | 40,820 | $1.48M | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 41,231 | $1.50M | 0.02% | −1,747−4.1% | Reduced |
| Utah Retirement Systems | 41,698 | $1.51M | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 42,324 | $1.54M | 0.01% | +22,422+112.7% | Added |
| Xponance, Inc. | 42,397 | $1.54M | 0.01% | +3,249+8.3% | Added |
| Bridgewater Advisors Inc. | 47,334 | $1.61M | 0.17% | −80.0% | Reduced |
| Cetera Investment Advisers | 44,772 | $1.63M | 0.00% | −1,197−2.6% | Reduced |
| Nomura Holdings Inc | 45,283 | $1.64M | 0.01% | +45,283 | New |
| Secure Asset Management, LLC | 45,332 | $1.65M | 0.25% | +4,920+12.2% | Added |
| Krilogy Financial LLC | 45,969 | $1.67M | 0.11% | −723−1.5% | Reduced |
| Warren Averett Asset Management, LLC | 46,797 | $1.70M | 0.03% | +2,218+5.0% | Added |
| Glenmede Trust Co NA | 48,773 | $1.77M | 0.01% | −3,108−6.0% | Reduced |
| New Mexico Educational Retirement Board | 48,800 | $1.77M | 0.06% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 49,508 | $1.80M | 1.72% | −1,234−2.4% | Reduced |
| Shelton Capital Management | 49,711 | $1.81M | 0.04% | −392−0.8% | Reduced |
| British Columbia Investment Management Corp | 49,777 | $1.81M | 0.01% | +6,428+14.8% | Added |
| Nisa Investment Advisors, LLC | 50,150 | $1.82M | 0.01% | +1,490+3.1% | Added |
| Victory Capital Management Inc | 50,304 | $1.83M | 0.00% | −771−1.5% | Reduced |
| Oregon Public Employees Retirement Fund | 51,374 | $1.87M | 0.03% | +400+0.8% | Added |
| Resolution Capital Ltd | 51,557 | $1.87M | 0.03% | +51,557 | New |
| Phoenix Holdings Ltd. | 51,922 | $1.89M | 0.03% | −5,952−10.3% | Reduced |
| Toronto Dominion Bank | 53,999 | $1.96M | 0.00% | −1,561−2.8% | Reduced |
| Bryn Mawr Trust Co | 55,507 | $2.02M | 0.04% | +698+1.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 56,150 | $2.04M | 0.05% | +290+0.5% | Added |
| Robeco Institutional Asset Management B.V. | 56,560 | $2.05M | 0.00% | +3,569+6.7% | Added |
| Guggenheim Capital LLC | 57,514 | $2.09M | 0.02% | −2,002−3.4% | Reduced |
| Ethic Inc. | 57,973 | $2.11M | 0.04% | −229−0.4% | Reduced |
| Janus Henderson Group PLC | 58,006 | $2.11M | 0.00% | +11,253+24.1% | Added |
| RWC Asset Management LLP | 58,349 | $2.12M | 0.11% | +58,349 | New |
| Radnor Capital Management, LLC | 59,352 | $2.16M | 0.36% | −7,801−11.6% | Reduced |
| Voya Investment Management LLC | 59,528 | $2.16M | 0.00% | +26,611+80.8% | Added |
| BLB&B Advisors, LLC | 59,589 | $2.16M | 0.11% | −7,148−10.7% | Reduced |
| Coldstream Capital Management Inc | 59,608 | $2.16M | 0.05% | +1,982+3.4% | Added |
| Jane Street Group, LLC | 59,825 | $2.17M | 0.00% | −76,898−56.2% | Reduced |
| Stephens Inc | 60,948 | $2.21M | 0.03% | −2,498−3.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 62,108 | $2.26M | 0.43% | −27,062−30.3% | Reduced |
| Mariner, LLC | 62,117 | $2.26M | 0.00% | +14,780+31.2% | Added |
| Arcadia Investment Management Corp | 62,697 | $2.28M | 0.36% | −3,323−5.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 63,630 | $2.31M | 0.00% | +16,543+35.1% | Added |
| La Banque Postale Asset Management SA | 64,233 | $2.33M | 0.03% | +1,809+2.9% | Added |
| Trillium Asset Management, LLC | 64,679 | $2.35M | 0.06% | −3,231−4.8% | Reduced |
| DnB Asset Management AS | 65,386 | $2.37M | 0.01% | +3,245+5.2% | Added |
| Exchange Traded Concepts, LLC | 65,754 | $2.39M | 0.05% | −2,030−3.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 66,216 | $2.40M | 0.04% | +66,216 | New |
| State of Michigan Retirement System | 67,271 | $2.44M | 0.01% | +7,500+12.5% | Added |
| Jacobi Capital Management LLC | 67,767 | $2.46M | 0.18% | +2,393+3.7% | Added |
| Forsta Ap-Fonden | 69,700 | $2.53M | 0.02% | −1,400−2.0% | Reduced |
| Louisiana State Employees Retirement System | 70,100 | $2.55M | 0.05% | +300+0.4% | Added |
| South Dakota Investment Council | 71,006 | $2.58M | 0.05% | 00.0% | Unchanged |
| Alps Advisors Inc | 71,269 | $2.59M | 0.02% | +10,556+17.4% | Added |
| Teachers Retirement System of the State of Kentucky | 71,819 | $2.61M | 0.02% | −3,880−5.1% | Reduced |
| Rodgers Brothers Inc. | 71,913 | $2.61M | 0.34% | +18,475+34.6% | Added |
| Kennedy Capital Management, Inc. | 73,525 | $2.67M | 0.06% | −576−0.8% | Reduced |
| Magnetar Financial LLC | 74,894 | $2.72M | 0.06% | +74,894 | New |
| Arizona State Retirement System | 75,514 | $2.74M | 0.02% | +1,068+1.4% | Added |
| Resona Asset Management Co.,Ltd. | 76,853 | $2.79M | 0.02% | −1,836−2.3% | Reduced |
| Texas Yale Capital Corp. | 76,963 | $2.80M | 0.11% | +570+0.7% | Added |
| Benedict Financial Advisors Inc | 77,700 | $2.82M | 0.69% | +902+1.2% | Added |
| State of New Jersey Common Pension Fund D | 78,017 | $2.83M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 80,459 | $2.92M | 0.00% | +4,065+5.3% | Added |
| Creative Planning | 81,302 | $2.95M | 0.00% | +1,478+1.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 81,554 | $2.96M | 0.01% | +810+1.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 83,304 | $3.03M | 0.02% | +83,304 | New |
| Private Advisor Group, LLC | 85,596 | $3.11M | 0.02% | −17,515−17.0% | Reduced |
| Public Employees Retirement System of Ohio | 86,497 | $3.14M | 0.01% | −4,952−5.4% | Reduced |
| Toth Financial Advisory Corp | 86,756 | $3.15M | 0.37% | +13,362+18.2% | Added |
| Korea Investment CORP | 87,029 | $3.16M | 0.01% | +22,200+34.2% | Added |
| Prudential PLC | 87,640 | $3.18M | 0.02% | −23,836−21.4% | Reduced |
| Comerica Bank | 87,730 | $3.19M | 0.01% | −2,736−3.0% | Reduced |
| IFM Investors Pty Ltd | 89,834 | $3.26M | 0.03% | −3,462−3.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 90,605 | $3.29M | 0.03% | +90,605 | New |
| Ameritas Investment Partners, Inc. | 90,967 | $3.30M | 0.11% | −842−0.9% | Reduced |
| Yousif Capital Management, LLC | 91,009 | $3.31M | 0.04% | −3,120−3.3% | Reduced |
| Asset Management One Co.,Ltd. | 90,957 | $3.32M | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 92,228 | $3.35M | 0.01% | +25,846+38.9% | Added |
| Costello Asset Management, INC | 94,200 | $3.42M | 2.26% | −7,165−7.1% | Reduced |
| State of Tennessee, Treasury Department | 94,832 | $3.44M | 0.01% | −34,123−26.5% | Reduced |
| Pinebridge Investments, L.P. | 99,440 | $3.61M | 0.03% | +29,747+42.7% | Added |
| Coston, McIsaac & Partners | 99,828 | $3.62M | 1.07% | −7,866−7.3% | Reduced |
| AdvisorNet Financial, Inc | 100,632 | $3.65M | 0.31% | −2,863−2.8% | Reduced |
| HighTower Advisors, LLC | 101,573 | $3.69M | 0.01% | +3,859+3.9% | Added |
| Ostrum Asset Management | 101,621 | $3.69M | 0.32% | −3,704−3.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 102,400 | $3.72M | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 103,225 | $3.75M | 0.00% | −2,229−2.1% | Reduced |
| Baird Financial Group, Inc. | 103,689 | $3.77M | 0.01% | +63,912+160.7% | Added |
| Vontobel Holding Ltd. | 104,213 | $3.79M | 0.01% | +7,929+8.2% | Added |
| Brown Advisory Inc | 104,764 | $3.81M | 0.00% | −471−0.4% | Reduced |
| AMF Pensionsforsakring AB | 105,502 | $3.84M | 0.03% | −211,623−66.7% | Reduced |
| First National Bank & Trust Co of Newtown | 108,392 | $3.94M | 0.82% | −8,067−6.9% | Reduced |
| Schroder Investment Management Group | 109,618 | $3.97M | 0.00% | +60,107+121.4% | Added |
| Treasurer of the State of North Carolina | 110,723 | $4.02M | 0.02% | +700+0.6% | Added |
| HM Payson & Co | 115,629 | $4.20M | 0.07% | −425−0.4% | Reduced |
| HSBC Holdings PLC | 119,246 | $4.32M | 0.00% | −47,108−28.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 120,467 | $4.38M | 0.01% | −24,151−16.7% | Reduced |
| Amalgamated Bank | 120,674 | $4.38M | 0.04% | +633+0.5% | Added |
| American Century Companies Inc | 121,561 | $4.42M | 0.00% | +121,561 | New |