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 |
|---|---|---|---|---|---|
| Tandem Investment Advisors, Inc. | 2,026,707 | $73.6M | 2.79% | −7,790−0.4% | Reduced |
| Cbre Clarion Securities LLC | 2,043,011 | $74.2M | 1.31% | +609,915+42.6% | Added |
| Charles Schwab Investment Management Inc | 2,071,868 | $75.3M | 0.01% | +199,936+10.7% | Added |
| Boston Trust Walden Corp | 2,126,907 | $77.2M | 0.54% | +164,215+8.4% | Added |
| UBS Asset Management Americas Inc | 2,346,671 | $85.2M | 0.02% | +192,456+8.9% | Added |
| Duff & Phelps Investment Management Co | 2,410,529 | $87.6M | 1.05% | −120,768−4.8% | Reduced |
| Macquarie Group Ltd | 2,486,280 | $90.3M | 0.11% | −127,855−4.9% | Reduced |
| Bank of New York Mellon Corp | 2,731,011 | $99.2M | 0.02% | +175,707+6.9% | Added |
| Norges Bank | 2,824,903 | $102.6M | 0.01% | +73,991+2.7% | Added |
| Legal & General Group Plc | 3,215,695 | $116.8M | 0.03% | −17,839−0.6% | Reduced |
| First Trust Advisors LP | 3,241,389 | $117.7M | 0.10% | −4,641−0.1% | Reduced |
| Morgan Stanley | 3,256,486 | $118.3M | 0.01% | −8,507−0.3% | Reduced |
| Northern Trust Corp | 3,331,090 | $121.0M | 0.02% | +601,026+22.0% | Added |
| Invesco Ltd. | 3,690,116 | $134.0M | 0.02% | +236,250+6.8% | Added |
| Geode Capital Management, LLC | 4,317,312 | $156.5M | 0.01% | +11,336+0.3% | Added |
| Pictet Asset Management Holding SA | 6,726,215 | $244.3M | 0.26% | +1,597,672+31.2% | Added |
| Amundi | 6,802,951 | $244.6M | 0.09% | −1,028,507−13.1% | Reduced |
| Nordea Investment Management AB | 6,811,851 | $247.1M | 0.26% | +972,803+16.7% | Added |
| State Street Corp | 13,022,430 | $473.0M | 0.02% | +556,181+4.5% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $786.7M | 0.75% | 00.0% | Unchanged |
| Vanguard Group Inc | 30,061,135 | $1.09B | 0.02% | +2,245,256+8.1% | Added |
| BlackRock, Inc. | 32,999,066 | $1.20B | 0.02% | +1,831,008+5.9% | Added |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −360,298−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −204,105−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −189,286−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −159,738−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −108,257−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −101,300−100.0% | Sold out |
| Covea Finance | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −86,643−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −81,719−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −98,142−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −58,479−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −52,838−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −47,378−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −38,179−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −34,080−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −32,722−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −28,679−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −23,229−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −21,048−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −19,400−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −16,334−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −12,949−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −11,686−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −11,467−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −11,350−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,359−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −8,024−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −7,496−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −7,683−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −7,630−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −7,483−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,239−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −6,187−100.0% | Sold out |
| Diversified Enterprises, LLC | 0 | $0 | 0.00% | −6,174−100.0% | Sold out |
| Sanibel Captiva Trust Company, Inc. | 0 | $0 | 0.00% | −6,157−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −6,124−100.0% | Sold out |
| Schrum Private Wealth Management LLC | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −5,496−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −5,392−100.0% | Sold out |
| Lowe Brockenbrough & Co Inc | 0 | $0 | 0.00% | −5,350−100.0% | Sold out |
| Fortem Financial Group, LLC | 0 | $0 | 0.00% | −5,347−100.0% | Sold out |
| Charter Trust Co | 0 | $0 | 0.00% | −5,322−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −5,302−100.0% | Sold out |
| Ledgewood Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,206−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −5,187−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,999−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −3,638−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −2,268−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,126−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Sanctuary Wealth Management, L.L.C. | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1,062−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Millburn Ridgefield Corp | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| First Personal Financial Services | – | – | – | – | Not filed |
| Quaker Wealth Management, LLC | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Diversified, LLC | – | – | – | – | Not filed |
| Prio Wealth Limited Partnership | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| Alpine Bank Wealth Management | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| M&R Capital Management Inc | – | – | – | – | Not filed |
| Banque Cantonale Vaudoise | – | – | – | – | Not filed |