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, Q1 2025
Institutional positions in Essential Utilities, Inc. as of Mar 31, 2025. 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
- 677
- +67 vs. Q4 2024
- Shares held
- 222.4M
- +5.75M (+2.7%) vs. Q4 2024
- Total value
- $8.79B
- +$927.6M (+11.8%) vs. Q4 2024
- New holders
- 113
- 241 more added
- Sold out
- 46
- 205 more reduced
12 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 32,680,971 | $1.29B | 0.03% | −318,095−1.0% | Reduced |
| Vanguard Group Inc | 29,713,646 | $1.17B | 0.02% | −347,489−1.2% | Reduced |
| Canada Pension Plan Investment Board | 21,661,095 | $856.3M | 0.83% | 00.0% | Unchanged |
| State Street Corp | 13,146,141 | $519.7M | 0.02% | +123,711+0.9% | Added |
| Nordea Investment Management AB | 7,368,205 | $291.9M | 0.31% | +556,354+8.2% | Added |
| Pictet Asset Management Holding SA | 6,532,599 | $258.2M | 0.29% | −193,616−2.9% | Reduced |
| Amundi | 5,490,062 | $218.5M | 0.08% | −1,312,889−19.3% | Reduced |
| Geode Capital Management, LLC | 4,561,213 | $179.9M | 0.01% | +243,901+5.6% | Added |
| First Trust Advisors LP | 4,158,001 | $164.4M | 0.15% | +916,612+28.3% | Added |
| Invesco Ltd. | 3,519,548 | $139.1M | 0.03% | −170,568−4.6% | Reduced |
| Legal & General Group Plc | 3,352,650 | $132.5M | 0.04% | +136,955+4.3% | Added |
| Morgan Stanley | 3,241,771 | $128.1M | 0.01% | −14,715−0.5% | Reduced |
| Northern Trust Corp | 3,218,314 | $127.2M | 0.02% | −112,776−3.4% | Reduced |
| Bank of New York Mellon Corp | 2,672,007 | $105.6M | 0.02% | −59,004−2.2% | Reduced |
| Boston Trust Walden Corp | 2,476,811 | $97.9M | 0.72% | +349,904+16.5% | Added |
| UBS Asset Management Americas Inc | 2,438,783 | $96.4M | 0.02% | +92,112+3.9% | Added |
| FIL Ltd | 2,422,185 | $95.7M | 0.09% | +533,448+28.2% | Added |
| Duff & Phelps Investment Management Co | 2,413,764 | $95.4M | 1.12% | +3,235+0.1% | Added |
| Maple-Brown Abbott Ltd | 2,384,087 | $94.3M | 6.43% | +2,384,087 | New |
| Macquarie Group Ltd | 2,339,698 | $92.5M | 0.11% | −146,582−5.9% | Reduced |
| Norges Bank | 2,233,565 | $88.3M | 0.01% | −591,338−20.9% | Reduced |
| Cbre Clarion Securities LLC | 2,166,797 | $85.7M | 1.31% | +123,786+6.1% | Added |
| Charles Schwab Investment Management Inc | 2,103,777 | $83.2M | 0.02% | +31,909+1.5% | Added |
| Tandem Investment Advisors, Inc. | 2,045,060 | $80.8M | 2.82% | +18,353+0.9% | Added |
| Dimensional Fund Advisors LP | 1,864,237 | $73.7M | 0.02% | +262,604+16.4% | Added |
| Empower Advisory Group, LLC | 1,685,205 | $66.6M | 0.22% | +25,167+1.5% | Added |
| Ensign Peak Advisors, Inc | 1,672,094 | $66.1M | 0.13% | +79,041+5.0% | Added |
| Allianz Asset Management GmbH | 1,628,850 | $64.4M | 0.09% | −306,968−15.9% | Reduced |
| UBS Group AG | 1,626,672 | $64.3M | 0.01% | +141,875+9.6% | Added |
| Cohen & Steers, Inc. | 1,485,550 | $58.7M | 0.11% | +44,060+3.1% | Added |
| Epoch Investment Partners, Inc. | 1,177,943 | $46.6M | 0.24% | −19,003−1.6% | Reduced |
| California Public Employees Retirement System | 1,113,450 | $44.0M | 0.03% | +65,744+6.3% | Added |
| Franklin Resources Inc | 1,051,548 | $41.6M | 0.01% | +5,105+0.5% | Added |
| Point72 Asset Management, L.P. | 1,031,641 | $40.8M | 0.11% | +773,628+299.8% | Added |
| JPMorgan Chase & Co | 980,533 | $38.8M | 0.00% | +398,344+68.4% | Added |
| Goldman Sachs Group Inc | 943,797 | $37.3M | 0.01% | +519,933+122.7% | Added |
| Aventail Capital Group, LP | 942,298 | $37.2M | 1.84% | +942,298 | New |
| California State Teachers Retirement System | 941,809 | $37.2M | 0.05% | −11,765−1.2% | Reduced |
| ProShare Advisors LLC | 933,920 | $36.9M | 0.08% | +60,123+6.9% | Added |
| Rhumbline Advisers | 851,116 | $33.6M | 0.03% | +50,332+6.3% | Added |
| Aviva PLC | 839,152 | $33.2M | 0.08% | +123,940+17.3% | Added |
| Bank of America Corp | 771,625 | $30.5M | 0.00% | +24,088+3.2% | Added |
| Kames Capital plc | 760,653 | $30.1M | 0.44% | −223,990−22.7% | Reduced |
| Swiss National Bank | 735,700 | $29.1M | 0.02% | +1,200+0.2% | Added |
| GW&K Investment Management, LLC | 730,702 | $28.9M | 0.27% | +4,905+0.7% | Added |
| Energy Income Partners, LLC | 720,884 | $28.5M | 0.55% | +25,021+3.6% | Added |
| Deutsche Bank AG | 713,737 | $28.2M | 0.01% | +11,607+1.7% | Added |
| Principal Financial Group Inc | 706,302 | $27.9M | 0.02% | −19,179−2.6% | Reduced |
| Nuveen, LLC | 645,726 | $25.5M | 0.01% | +645,726 | New |
| New York State Common Retirement Fund | 563,272 | $22.3M | 0.03% | +19,868+3.7% | Added |
| Gabelli Funds LLC | 551,350 | $21.8M | 0.17% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 536,718 | $21.2M | 0.01% | +29,708+5.9% | Added |
| Wells Fargo & Company | 522,524 | $20.7M | 0.00% | −43,459−7.7% | Reduced |
| Verition Fund Management LLC | 506,386 | $20.0M | 0.12% | +104,215+25.9% | Added |
| Royal Bank of Canada | 498,669 | $19.7M | 0.00% | +109,582+28.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 483,290 | $19.1M | 0.11% | +4,052+0.8% | Added |
| Thematics Asset Management | 442,726 | $17.5M | 0.89% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 396,797 | $15.7M | 0.07% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 387,502 | $15.3M | 0.02% | +33,830+9.6% | Added |
| Great West Life Assurance Co | 384,863 | $15.2M | 0.03% | −6,807−1.7% | Reduced |
| Deprince Race & Zollo Inc | 375,581 | $14.8M | 0.31% | +7,002+1.9% | Added |
| Ameriprise Financial Inc | 366,945 | $14.5M | 0.00% | +6,547+1.8% | Added |
| Retirement Systems of Alabama | 351,596 | $13.9M | 0.05% | +305+0.1% | Added |
| DekaBank Deutsche Girozentrale | 354,731 | $13.7M | 0.03% | +895+0.3% | Added |
| Barclays PLC | 341,737 | $13.5M | 0.01% | −101,030−22.8% | Reduced |
| Alliancebernstein L.P. | 338,582 | $13.4M | 0.00% | −4,774−1.4% | Reduced |
| Raymond James Financial Inc | 333,965 | $13.2M | 0.00% | +130,701+64.3% | Added |
| Candriam Luxembourg S.C.A. | 333,404 | $13.2M | 0.08% | −15,077−4.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 332,340 | $13.1M | 0.04% | −6,534−1.9% | Reduced |
| FMR LLC | 321,228 | $12.7M | 0.00% | −1,299,975−80.2% | Reduced |
| Jones Financial Companies LLLP | 317,187 | $12.5M | 0.01% | +76,954+32.0% | Added |
| Citadel Advisors LLC | 305,297 | $12.1M | 0.01% | +303,717+19,222.6% | Added |
| LPL Financial LLC | 295,308 | $11.7M | 0.00% | +6,839+2.4% | Added |
| Stifel Financial Corp | 294,766 | $11.7M | 0.01% | +6,949+2.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 285,309 | $11.3M | 0.45% | +271,214+1,924.2% | Added |
| Corebridge Financial, Inc. | 279,048 | $11.0M | 0.06% | −6,817−2.4% | Reduced |
| Jane Street Group, LLC | 270,599 | $10.7M | 0.02% | +210,774+352.3% | Added |
| State Board of Administration of Florida Retirement System | 268,303 | $10.6M | 0.02% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 260,902 | $10.3M | 1.59% | −21,148−7.5% | Reduced |
| SG Americas Securities, LLC | 253,737 | $10.0M | 0.03% | +253,737 | New |
| New York State Teachers Retirement System | 251,591 | $9.95M | 0.02% | −32,200−11.3% | Reduced |
| Cambiar Investors LLC | 244,329 | $9.66M | 0.41% | −24,024−9.0% | Reduced |
| Commonwealth Equity Services, LLC | 243,967 | $9.64M | 0.01% | +2,926+1.2% | Added |
| KLP Kapitalforvaltning AS | 239,300 | $9.46M | 0.05% | +15,100+6.7% | Added |
| Abn Amro Investment Solutions | 236,228 | $9.34M | 0.20% | +46,855+24.7% | Added |
| Maryland State Retirement & Pension System | 226,027 | $8.93M | 0.21% | +3,258+1.5% | Added |
| Citigroup Inc | 223,491 | $8.83M | 0.01% | +143,032+177.8% | Added |
| ExodusPoint Capital Management, LP | 222,899 | $8.81M | 0.12% | +222,899 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 215,001 | $8.50M | 0.02% | +8,196+4.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 212,871 | $8.41M | 0.01% | +33,530+18.7% | Added |
| Russell Investments Group, Ltd. | 207,565 | $8.20M | 0.01% | +20,503+11.0% | Added |
| Manufacturers Life Insurance Company, The | 207,424 | $8.20M | 0.01% | −1,286−0.6% | Reduced |
| Danske Bank A/S | 200,806 | $7.94M | 0.02% | −18,200−8.3% | Reduced |
| Magellan Asset Management Ltd | 200,429 | $7.92M | 0.10% | −4,727−2.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 200,356 | $7.92M | 0.89% | −1,570−0.8% | Reduced |
| Allworth Financial LP | 188,769 | $7.62M | 0.04% | +1,589+0.8% | Added |
| Price T Rowe Associates Inc | 185,445 | $7.33M | 0.00% | +12,281+7.1% | Added |
| Greenland Capital Management LP | 182,020 | $7.20M | 1.23% | −46,900−20.5% | Reduced |
| The PNC Financial Services Group, Inc. | 180,565 | $7.14M | 0.00% | −1,340−0.7% | Reduced |
| Holocene Advisors, LP | 179,770 | $7.11M | 0.02% | +54,722+43.8% | Added |