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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 175,500 | $6.37M | 0.19% | +4,800+2.8% | Added |
| Standard Life Aberdeen plc | 175,721 | $6.34M | 0.01% | +76,091+76.4% | Added |
| Allworth Financial LP | 187,180 | $6.29M | 0.03% | +184,258+6,305.9% | Added |
| Price T Rowe Associates Inc | 173,164 | $6.29M | 0.00% | +15,131+9.6% | Added |
| SEI Investments Co | 172,156 | $6.25M | 0.01% | +106,735+163.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 165,942 | $6.03M | 0.02% | −28,197−14.5% | Reduced |
| Wills Financial Group, Inc. | 156,788 | $5.69M | 2.46% | −4,257−2.6% | Reduced |
| Synergy Financial Management, LLC | 148,009 | $5.53M | 0.43% | +71,222+92.8% | Added |
| Bank of Montreal | 151,246 | $5.49M | 0.00% | −453,908−75.0% | Reduced |
| Van Eck Associates Corp | 150,332 | $5.46M | 0.01% | +78,121+108.2% | Added |
| State of Wisconsin Investment Board | 146,683 | $5.33M | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 145,037 | $5.27M | 0.00% | +145,037 | New |
| Avantax Advisory Services, Inc. | 143,452 | $5.21M | 0.03% | +9,116+6.8% | Added |
| MetLife Investment Management | 142,401 | $5.17M | 0.03% | +12,268+9.4% | Added |
| AXA S.A. | 140,471 | $5.10M | 0.02% | −27,134−16.2% | Reduced |
| Natixis | 134,839 | $4.90M | 0.03% | −42,514−24.0% | Reduced |
| Mutual of America Capital Management LLC | 133,455 | $4.85M | 0.05% | −2,621−1.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 131,271 | $4.77M | 0.86% | +1,753+1.4% | Added |
| Janney Montgomery Scott LLC | 127,707 | $4.64M | 0.01% | −12,157−8.7% | Reduced |
| Thrivent Financial for Lutherans | 126,590 | $4.60M | 0.01% | +66,959+112.3% | Added |
| Holocene Advisors, LP | 125,048 | $4.54M | 0.01% | −68,043−35.2% | Reduced |
| Assenagon Asset Management S.A. | 122,581 | $4.45M | 0.01% | +84,208+219.4% | Added |
| American Century Companies Inc | 121,561 | $4.42M | 0.00% | +121,561 | New |
| Amalgamated Bank | 120,674 | $4.38M | 0.04% | +633+0.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 120,467 | $4.38M | 0.01% | −24,151−16.7% | Reduced |
| HSBC Holdings PLC | 119,246 | $4.32M | 0.00% | −47,108−28.3% | Reduced |
| HM Payson & Co | 115,629 | $4.20M | 0.07% | −425−0.4% | Reduced |
| Treasurer of the State of North Carolina | 110,723 | $4.02M | 0.02% | +700+0.6% | Added |
| Schroder Investment Management Group | 109,618 | $3.97M | 0.00% | +60,107+121.4% | Added |
| First National Bank & Trust Co of Newtown | 108,392 | $3.94M | 0.82% | −8,067−6.9% | Reduced |
| AMF Pensionsforsakring AB | 105,502 | $3.84M | 0.03% | −211,623−66.7% | Reduced |
| Brown Advisory Inc | 104,764 | $3.81M | 0.00% | −471−0.4% | Reduced |
| Vontobel Holding Ltd. | 104,213 | $3.79M | 0.01% | +7,929+8.2% | Added |
| Baird Financial Group, Inc. | 103,689 | $3.77M | 0.01% | +63,912+160.7% | Added |
| Envestnet Asset Management Inc | 103,225 | $3.75M | 0.00% | −2,229−2.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 102,400 | $3.72M | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 101,621 | $3.69M | 0.32% | −3,704−3.5% | Reduced |
| HighTower Advisors, LLC | 101,573 | $3.69M | 0.01% | +3,859+3.9% | Added |
| AdvisorNet Financial, Inc | 100,632 | $3.65M | 0.31% | −2,863−2.8% | Reduced |
| Coston, McIsaac & Partners | 99,828 | $3.62M | 1.07% | −7,866−7.3% | Reduced |
| Pinebridge Investments, L.P. | 99,440 | $3.61M | 0.03% | +29,747+42.7% | Added |
| State of Tennessee, Treasury Department | 94,832 | $3.44M | 0.01% | −34,123−26.5% | Reduced |
| Costello Asset Management, INC | 94,200 | $3.42M | 2.26% | −7,165−7.1% | Reduced |
| Natixis Advisors, L.P. | 92,228 | $3.35M | 0.01% | +25,846+38.9% | Added |
| Asset Management One Co.,Ltd. | 90,957 | $3.32M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 91,009 | $3.31M | 0.04% | −3,120−3.3% | Reduced |
| Ameritas Investment Partners, Inc. | 90,967 | $3.30M | 0.11% | −842−0.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 90,605 | $3.29M | 0.03% | +90,605 | New |
| IFM Investors Pty Ltd | 89,834 | $3.26M | 0.03% | −3,462−3.7% | Reduced |
| Comerica Bank | 87,730 | $3.19M | 0.01% | −2,736−3.0% | Reduced |
| Prudential PLC | 87,640 | $3.18M | 0.02% | −23,836−21.4% | Reduced |
| Korea Investment CORP | 87,029 | $3.16M | 0.01% | +22,200+34.2% | Added |
| Toth Financial Advisory Corp | 86,756 | $3.15M | 0.37% | +13,362+18.2% | Added |
| Public Employees Retirement System of Ohio | 86,497 | $3.14M | 0.01% | −4,952−5.4% | Reduced |
| Private Advisor Group, LLC | 85,596 | $3.11M | 0.02% | −17,515−17.0% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 83,304 | $3.03M | 0.02% | +83,304 | New |
| Cambridge Investment Research Advisors, Inc. | 81,554 | $2.96M | 0.01% | +810+1.0% | Added |
| Creative Planning | 81,302 | $2.95M | 0.00% | +1,478+1.9% | Added |
| Citigroup Inc | 80,459 | $2.92M | 0.00% | +4,065+5.3% | Added |
| State of New Jersey Common Pension Fund D | 78,017 | $2.83M | 0.01% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 77,700 | $2.82M | 0.69% | +902+1.2% | Added |
| Texas Yale Capital Corp. | 76,963 | $2.80M | 0.11% | +570+0.7% | Added |
| Resona Asset Management Co.,Ltd. | 76,853 | $2.79M | 0.02% | −1,836−2.3% | Reduced |
| Arizona State Retirement System | 75,514 | $2.74M | 0.02% | +1,068+1.4% | Added |
| Magnetar Financial LLC | 74,894 | $2.72M | 0.06% | +74,894 | New |
| Kennedy Capital Management, Inc. | 73,525 | $2.67M | 0.06% | −576−0.8% | Reduced |
| Rodgers Brothers Inc. | 71,913 | $2.61M | 0.34% | +18,475+34.6% | Added |
| Teachers Retirement System of the State of Kentucky | 71,819 | $2.61M | 0.02% | −3,880−5.1% | Reduced |
| Alps Advisors Inc | 71,269 | $2.59M | 0.02% | +10,556+17.4% | Added |
| South Dakota Investment Council | 71,006 | $2.58M | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 70,100 | $2.55M | 0.05% | +300+0.4% | Added |
| Forsta Ap-Fonden | 69,700 | $2.53M | 0.02% | −1,400−2.0% | Reduced |
| Jacobi Capital Management LLC | 67,767 | $2.46M | 0.18% | +2,393+3.7% | Added |
| State of Michigan Retirement System | 67,271 | $2.44M | 0.01% | +7,500+12.5% | Added |
| Susquehanna Fundamental Investments, LLC | 66,216 | $2.40M | 0.04% | +66,216 | New |
| Exchange Traded Concepts, LLC | 65,754 | $2.39M | 0.05% | −2,030−3.0% | Reduced |
| DnB Asset Management AS | 65,386 | $2.37M | 0.01% | +3,245+5.2% | Added |
| Trillium Asset Management, LLC | 64,679 | $2.35M | 0.06% | −3,231−4.8% | Reduced |
| La Banque Postale Asset Management SA | 64,233 | $2.33M | 0.03% | +1,809+2.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 63,630 | $2.31M | 0.00% | +16,543+35.1% | Added |
| Arcadia Investment Management Corp | 62,697 | $2.28M | 0.36% | −3,323−5.0% | Reduced |
| Mariner, LLC | 62,117 | $2.26M | 0.00% | +14,780+31.2% | Added |
| Alpine Woods Capital Investors, LLC | 62,108 | $2.26M | 0.43% | −27,062−30.3% | Reduced |
| Stephens Inc | 60,948 | $2.21M | 0.03% | −2,498−3.9% | Reduced |
| Jane Street Group, LLC | 59,825 | $2.17M | 0.00% | −76,898−56.2% | Reduced |
| Coldstream Capital Management Inc | 59,608 | $2.16M | 0.05% | +1,982+3.4% | Added |
| BLB&B Advisors, LLC | 59,589 | $2.16M | 0.11% | −7,148−10.7% | Reduced |
| Voya Investment Management LLC | 59,528 | $2.16M | 0.00% | +26,611+80.8% | Added |
| Radnor Capital Management, LLC | 59,352 | $2.16M | 0.36% | −7,801−11.6% | Reduced |
| RWC Asset Management LLP | 58,349 | $2.12M | 0.11% | +58,349 | New |
| Janus Henderson Group PLC | 58,006 | $2.11M | 0.00% | +11,253+24.1% | Added |
| Ethic Inc. | 57,973 | $2.11M | 0.04% | −229−0.4% | Reduced |
| Guggenheim Capital LLC | 57,514 | $2.09M | 0.02% | −2,002−3.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 56,560 | $2.05M | 0.00% | +3,569+6.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 56,150 | $2.04M | 0.05% | +290+0.5% | Added |
| Bryn Mawr Trust Co | 55,507 | $2.02M | 0.04% | +698+1.3% | Added |
| Toronto Dominion Bank | 53,999 | $1.96M | 0.00% | −1,561−2.8% | Reduced |
| Phoenix Holdings Ltd. | 51,922 | $1.89M | 0.03% | −5,952−10.3% | Reduced |
| Resolution Capital Ltd | 51,557 | $1.87M | 0.03% | +51,557 | New |
| Oregon Public Employees Retirement Fund | 51,374 | $1.87M | 0.03% | +400+0.8% | Added |