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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 122,581 | $4.45M | 0.01% | +84,208+219.4% | Added |
| Holocene Advisors, LP | 125,048 | $4.54M | 0.01% | −68,043−35.2% | Reduced |
| Thrivent Financial for Lutherans | 126,590 | $4.60M | 0.01% | +66,959+112.3% | Added |
| Janney Montgomery Scott LLC | 127,707 | $4.64M | 0.01% | −12,157−8.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 131,271 | $4.77M | 0.86% | +1,753+1.4% | Added |
| Mutual of America Capital Management LLC | 133,455 | $4.85M | 0.05% | −2,621−1.9% | Reduced |
| Natixis | 134,839 | $4.90M | 0.03% | −42,514−24.0% | Reduced |
| AXA S.A. | 140,471 | $5.10M | 0.02% | −27,134−16.2% | Reduced |
| MetLife Investment Management | 142,401 | $5.17M | 0.03% | +12,268+9.4% | Added |
| Avantax Advisory Services, Inc. | 143,452 | $5.21M | 0.03% | +9,116+6.8% | Added |
| BNP Paribas Arbitrage, SA | 145,037 | $5.27M | 0.00% | +145,037 | New |
| State of Wisconsin Investment Board | 146,683 | $5.33M | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 150,332 | $5.46M | 0.01% | +78,121+108.2% | Added |
| Bank of Montreal | 151,246 | $5.49M | 0.00% | −453,908−75.0% | Reduced |
| Synergy Financial Management, LLC | 148,009 | $5.53M | 0.43% | +71,222+92.8% | Added |
| Wills Financial Group, Inc. | 156,788 | $5.69M | 2.46% | −4,257−2.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 165,942 | $6.03M | 0.02% | −28,197−14.5% | Reduced |
| SEI Investments Co | 172,156 | $6.25M | 0.01% | +106,735+163.2% | Added |
| Price T Rowe Associates Inc | 173,164 | $6.29M | 0.00% | +15,131+9.6% | Added |
| Allworth Financial LP | 187,180 | $6.29M | 0.03% | +184,258+6,305.9% | Added |
| Standard Life Aberdeen plc | 175,721 | $6.34M | 0.01% | +76,091+76.4% | Added |
| Hennessy Advisors Inc | 175,500 | $6.37M | 0.19% | +4,800+2.8% | Added |
| Gotham Asset Management, LLC | 175,920 | $6.39M | 0.06% | −16,018−8.3% | Reduced |
| TD Asset Management Inc | 176,518 | $6.41M | 0.01% | +15,868+9.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 179,341 | $6.48M | 0.01% | −80.0% | Reduced |
| First Manhattan Co | 179,893 | $6.53M | 0.02% | −3,622−2.0% | Reduced |
| Storebrand Asset Management AS | 181,357 | $6.59M | 0.02% | −388−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 181,905 | $6.61M | 0.00% | −2,141−1.2% | Reduced |
| Russell Investments Group, Ltd. | 187,062 | $6.79M | 0.01% | −2,818−1.5% | Reduced |
| Abn Amro Investment Solutions | 189,373 | $6.88M | 0.13% | +18,026+10.5% | Added |
| NFJ Investment Group, LLC | 191,051 | $6.94M | 0.22% | −10,847−5.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 201,926 | $7.33M | 0.77% | +1,719+0.9% | Added |
| Raymond James Financial Inc | 203,264 | $7.38M | 0.00% | +203,264 | New |
| Magellan Asset Management Ltd | 205,156 | $7.45M | 0.08% | −36,933−15.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 206,805 | $7.51M | 0.01% | +206,805 | New |
| Manufacturers Life Insurance Company, The | 208,710 | $7.58M | 0.01% | −811−0.4% | Reduced |
| APG Asset Management N.V. | 219,910 | $7.71M | 0.02% | +171,459+353.9% | Added |
| Danske Bank A/S | 219,006 | $7.95M | 0.02% | +12,700+6.2% | Added |
| Maryland State Retirement & Pension System | 222,769 | $8.09M | 0.17% | −4,185−1.8% | Reduced |
| KLP Kapitalforvaltning AS | 224,200 | $8.14M | 0.04% | +224,200 | New |
| Greenland Capital Management LP | 228,920 | $8.31M | 1.66% | +31,074+15.7% | Added |
| Nomura Asset Management Co Ltd | 239,601 | $8.70M | 0.03% | −5,300−2.2% | Reduced |
| Jones Financial Companies LLLP | 240,233 | $8.73M | 0.01% | +57,291+31.3% | Added |
| Commonwealth Equity Services, LLC | 241,041 | $8.76M | 0.01% | −4,837−2.0% | Reduced |
| AQR Capital Management LLC | 246,582 | $8.96M | 0.01% | −58,298−19.1% | Reduced |
| Point72 Asset Management, L.P. | 258,013 | $9.37M | 0.03% | −541,634−67.7% | Reduced |
| State Board of Administration of Florida Retirement System | 268,303 | $9.74M | 0.02% | 00.0% | Unchanged |
| Cambiar Investors LLC | 268,353 | $9.75M | 0.39% | −37,098−12.1% | Reduced |
| John G Ullman & Associates Inc | 282,050 | $10.2M | 1.51% | +69,928+33.0% | Added |
| New York State Teachers Retirement System | 283,791 | $10.3M | 0.02% | −11,000−3.7% | Reduced |
| Corebridge Financial, Inc. | 285,865 | $10.4M | 0.06% | −11,876−4.0% | Reduced |
| Stifel Financial Corp | 287,817 | $10.5M | 0.01% | +150,408+109.5% | Added |
| LPL Financial LLC | 288,469 | $10.5M | 0.00% | +10,941+3.9% | Added |
| Swedbank AB | 295,451 | $10.7M | 0.01% | +13,081+4.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 338,874 | $12.3M | 0.03% | +17,695+5.5% | Added |
| Alliancebernstein L.P. | 343,356 | $12.5M | 0.00% | −58,141−14.5% | Reduced |
| Candriam Luxembourg S.C.A. | 348,481 | $12.7M | 0.07% | −8,964−2.5% | Reduced |
| DekaBank Deutsche Girozentrale | 353,836 | $12.7M | 0.02% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 351,291 | $12.8M | 0.05% | +1,339+0.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 353,672 | $12.8M | 0.01% | +247,629+233.5% | Added |
| Ameriprise Financial Inc | 360,398 | $13.1M | 0.00% | −70,437−16.3% | Reduced |
| Deprince Race & Zollo Inc | 368,579 | $13.4M | 0.27% | −746−0.2% | Reduced |
| Royal Bank of Canada | 389,087 | $14.1M | 0.00% | −19,389−4.7% | Reduced |
| Great West Life Assurance Co | 391,670 | $14.2M | 0.02% | +9,512+2.5% | Added |
| Public Employees Retirement Association of Colorado | 396,797 | $14.4M | 0.06% | −79,138−16.6% | Reduced |
| Verition Fund Management LLC | 402,171 | $14.6M | 0.07% | +164,851+69.5% | Added |
| Goldman Sachs Group Inc | 423,864 | $15.4M | 0.00% | −120,126−22.1% | Reduced |
| Thematics Asset Management | 442,726 | $16.1M | 0.70% | 00.0% | Unchanged |
| Barclays PLC | 442,767 | $16.1M | 0.01% | +90,746+25.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 479,238 | $17.4M | 0.11% | −349−0.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 507,010 | $18.4M | 0.01% | −3,043−0.6% | Reduced |
| New York State Common Retirement Fund | 543,404 | $19.7M | 0.03% | −1,446−0.3% | Reduced |
| Gabelli Funds LLC | 551,350 | $20.0M | 0.15% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 564,212 | $20.4M | 0.31% | +564,212 | New |
| Wells Fargo & Company | 565,983 | $20.6M | 0.00% | +38,439+7.3% | Added |
| JPMorgan Chase & Co | 582,189 | $21.1M | 0.00% | −371,795−39.0% | Reduced |
| Nuveen Asset Management, LLC | 595,235 | $21.6M | 0.01% | −58,173−8.9% | Reduced |
| Energy Income Partners, LLC | 695,863 | $25.3M | 0.52% | −51,228−6.9% | Reduced |
| Deutsche Bank AG | 702,130 | $25.5M | 0.01% | −124,610−15.1% | Reduced |
| Aviva PLC | 715,212 | $26.0M | 0.07% | −13,125−1.8% | Reduced |
| Principal Financial Group Inc | 725,481 | $26.3M | 0.01% | −41,974−5.5% | Reduced |
| GW&K Investment Management, LLC | 725,797 | $26.4M | 0.22% | −24,556−3.3% | Reduced |
| Swiss National Bank | 734,500 | $26.7M | 0.02% | −34,400−4.5% | Reduced |
| Bank of America Corp | 747,537 | $27.2M | 0.00% | −272,858−26.7% | Reduced |
| Rhumbline Advisers | 800,784 | $29.1M | 0.03% | −39,993−4.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 802,660 | $29.2M | 0.02% | −25,906−3.1% | Reduced |
| ProShare Advisors LLC | 873,797 | $31.7M | 0.07% | +68,177+8.5% | Added |
| California State Teachers Retirement System | 953,574 | $34.6M | 0.04% | +105,590+12.5% | Added |
| Kames Capital plc | 984,643 | $35.8M | 0.47% | −64,178−6.1% | Reduced |
| Franklin Resources Inc | 1,046,443 | $38.0M | 0.01% | +49,044+4.9% | Added |
| California Public Employees Retirement System | 1,047,706 | $38.1M | 0.03% | −27,627−2.6% | Reduced |
| Epoch Investment Partners, Inc. | 1,196,946 | $43.5M | 0.21% | +32,548+2.8% | Added |
| Cohen & Steers, Inc. | 1,441,490 | $52.4M | 0.10% | +1,441,490 | New |
| UBS Group AG | 1,484,797 | $53.9M | 0.01% | +693,889+87.7% | Added |
| Ensign Peak Advisors, Inc | 1,593,053 | $57.9M | 0.10% | +680,760+74.6% | Added |
| Dimensional Fund Advisors LP | 1,601,633 | $58.2M | 0.01% | +27,641+1.8% | Added |
| FMR LLC | 1,621,203 | $58.9M | 0.00% | −1,056,586−39.5% | Reduced |
| Empower Advisory Group, LLC | 1,660,038 | $60.3M | 0.20% | +74,563+4.7% | Added |
| FIL Ltd | 1,888,737 | $68.6M | 0.06% | −72,010−3.7% | Reduced |
| Allianz Asset Management GmbH | 1,935,818 | $70.3M | 0.10% | +656,136+51.3% | Added |