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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 24,830 | $981.0K | 0.00% | +1,087+4.6% | Added |
| Prudential Financial Inc | 25,435 | $986.3K | 0.00% | +3,952+18.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 25,186 | $995.6K | 0.65% | −475−1.9% | Reduced |
| Wealthcare Advisory Partners LLC | 25,255 | $998.3K | 0.03% | +1,867+8.0% | Added |
| Blackhill Capital Inc | 26,041 | $1.03M | 0.06% | 00.0% | Unchanged |
| Central Trust Co | 26,251 | $1.04M | 0.03% | +1,400+5.6% | Added |
| apricus wealth, LLC | 26,262 | $1.04M | 0.62% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,385 | $1.04M | 0.01% | −50−0.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 26,434 | $1.04M | 0.07% | +23+0.1% | Added |
| Cullen Capital Management LLC | 26,704 | $1.06M | 0.01% | +9,427+54.6% | Added |
| Kestra Advisory Services, LLC | 26,982 | $1.07M | 0.01% | −9,655−26.4% | Reduced |
| Lido Advisors, LLC | 27,150 | $1.07M | 0.01% | −3,230−10.6% | Reduced |
| Fox Run Management, L.L.C. | 27,386 | $1.08M | 0.17% | +27,386 | New |
| Philadelphia Trust Co | 27,630 | $1.09M | 0.09% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 27,632 | $1.09M | 0.09% | +16,622+151.0% | Added |
| Neuberger Berman Group LLC | 27,785 | $1.10M | 0.00% | +853+3.2% | Added |
| Sterling Investment Advisors, Ltd. | 27,830 | $1.10M | 0.26% | −584−2.1% | Reduced |
| Oak Thistle LLC | 28,525 | $1.13M | 0.23% | +28,525 | New |
| Moors & Cabot, Inc. | 28,624 | $1.13M | 0.06% | +3,461+13.8% | Added |
| TFG Advisers LLC | 28,771 | $1.14M | 0.41% | −1,146−3.8% | Reduced |
| State of Alaska, Department of Revenue | 29,611 | $1.17M | 0.01% | +800+2.8% | Added |
| GWM Advisors LLC | 29,674 | $1.17M | 0.01% | +530+1.8% | Added |
| Raiffeisen Bank International AG | 30,208 | $1.19M | 0.02% | −534,004−94.6% | Reduced |
| J.W. Cole Advisors, Inc. | 30,159 | $1.19M | 0.04% | +10,699+55.0% | Added |
| Cullen/Frost Bankers, Inc. | 30,372 | $1.20M | 0.02% | −3,777−11.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 30,549 | $1.21M | 0.00% | +3,142+11.5% | Added |
| New York Life Investment Management LLC | 30,559 | $1.21M | 0.01% | +1,528+5.3% | Added |
| Credit Agricole S A | 30,829 | $1.22M | 0.00% | −4,549−12.9% | Reduced |
| Mercer Global Advisors Inc | 31,635 | $1.25M | 0.00% | −838−2.6% | Reduced |
| Nissay Asset Management Corp | 32,175 | $1.27M | 0.01% | +307+1.0% | Added |
| Sequoia Financial Advisors, LLC | 32,326 | $1.28M | 0.01% | −239−0.7% | Reduced |
| Cerity Partners LLC | 32,576 | $1.29M | 0.00% | −3,410−9.5% | Reduced |
| Northwest & Ethical Investments L.P. | 32,627 | $1.29M | 0.03% | +9,647+42.0% | Added |
| Swiss Life Asset Management Ltd | 33,076 | $1.31M | 0.01% | −9,248−21.9% | Reduced |
| Addison Capital Co | 33,126 | $1.31M | 0.51% | +1,038+3.2% | Added |
| Pathway Financial Advisers, LLC | 33,322 | $1.32M | 0.45% | −165−0.5% | Reduced |
| Quantinno Capital Management LP | 33,338 | $1.32M | 0.01% | +14,011+72.5% | Added |
| Pathstone Holdings, LLC | 33,697 | $1.33M | 0.01% | −1,852−5.2% | Reduced |
| Covea Finance | 34,500 | $1.36M | 0.06% | +34,500 | New |
| Investors Research Corp | 35,350 | $1.40M | 0.30% | +35,350 | New |
| O'Shaughnessy Asset Management, LLC | 36,068 | $1.43M | 0.01% | +682+1.9% | Added |
| Jefferies Financial Group Inc. | 36,202 | $1.43M | 0.02% | +36,202 | New |
| Generali Asset Management SPA SGR | 36,359 | $1.44M | 0.04% | +828+2.3% | Added |
| Resolution Capital Ltd | 36,948 | $1.46M | 0.03% | −14,609−28.3% | Reduced |
| Advisor Group Holdings, Inc. | 36,988 | $1.46M | 0.00% | +431+1.2% | Added |
| Ilex Capital Partners (UK) LLP | 37,177 | $1.47M | 0.06% | +37,177 | New |
| Teacher Retirement System of Texas | 38,132 | $1.51M | 0.01% | +38,132 | New |
| M&T Bank Corp | 39,208 | $1.55M | 0.01% | −1,345−3.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 39,437 | $1.56M | 0.01% | +785+2.0% | Added |
| Clear Harbor Asset Management, LLC | 39,694 | $1.57M | 0.12% | +875+2.3% | Added |
| Schonfeld Strategic Advisors LLC | 40,211 | $1.59M | 0.01% | +40,211 | New |
| Trexquant Investment LP | 40,631 | $1.61M | 0.02% | +40,631 | New |
| CI Private Wealth, LLC | 40,762 | $1.61M | 0.00% | +566+1.4% | Added |
| Radnor Capital Management, LLC | 41,020 | $1.62M | 0.27% | −18,332−30.9% | Reduced |
| JustInvest LLC | 41,088 | $1.62M | 0.02% | −143−0.3% | Reduced |
| Korea Investment CORP | 41,429 | $1.64M | 0.00% | −45,600−52.4% | Reduced |
| Utah Retirement Systems | 41,698 | $1.65M | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 42,470 | $1.68M | 0.02% | +73+0.2% | Added |
| Millennium Management LLC | 43,466 | $1.72M | 0.00% | +29,404+209.1% | Added |
| XTX Topco Ltd | 43,952 | $1.74M | 0.09% | +29,139+196.7% | Added |
| Robeco Institutional Asset Management B.V. | 44,897 | $1.77M | 0.00% | −11,663−20.6% | Reduced |
| Toronto Dominion Bank | 45,899 | $1.81M | 0.00% | −8,100−15.0% | Reduced |
| Pinebridge Investments, L.P. | 47,330 | $1.87M | 0.02% | −52,110−52.4% | Reduced |
| Cetera Investment Advisers | 47,737 | $1.89M | 0.00% | +2,965+6.6% | Added |
| Weaver C. Barksdale & Associates, Inc. | 48,360 | $1.91M | 1.83% | −1,148−2.3% | Reduced |
| New Mexico Educational Retirement Board | 48,800 | $1.93M | 0.07% | 00.0% | Unchanged |
| Victory Capital Management Inc | 49,475 | $1.96M | 0.00% | −829−1.6% | Reduced |
| Shelton Capital Management | 49,517 | $1.96M | 0.05% | −194−0.4% | Reduced |
| British Columbia Investment Management Corp | 49,879 | $1.97M | 0.01% | +102+0.2% | Added |
| Warren Averett Asset Management, LLC | 51,170 | $2.02M | 0.02% | +4,373+9.3% | Added |
| Oregon Public Employees Retirement Fund | 51,374 | $2.03M | 0.04% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 52,462 | $2.07M | 0.42% | +7,130+15.7% | Added |
| Mariner, LLC | 53,384 | $2.11M | 0.00% | −8,733−14.1% | Reduced |
| Bryn Mawr Trust Co | 53,642 | $2.12M | 0.04% | −1,865−3.4% | Reduced |
| Bridgewater Advisors Inc. | 53,796 | $2.19M | 0.19% | +6,462+13.7% | Added |
| Susquehanna International Group, LLP | 55,631 | $2.20M | 0.00% | +22,147+66.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 56,174 | $2.22M | 0.04% | +240.0% | Added |
| BLB&B Advisors, LLC | 56,813 | $2.25M | 0.11% | −2,776−4.7% | Reduced |
| Nisa Investment Advisors, LLC | 57,120 | $2.26M | 0.01% | +6,970+13.9% | Added |
| RWC Asset Management LLP | 58,349 | $2.31M | 0.12% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 59,946 | $2.37M | 0.00% | −3,684−5.8% | Reduced |
| Stephens Inc | 60,977 | $2.41M | 0.04% | +290.0% | Added |
| First National Corp | 61,128 | $2.42M | 0.53% | +32,237+111.6% | Added |
| Ethic Inc. | 61,575 | $2.44M | 0.05% | +3,602+6.2% | Added |
| DnB Asset Management AS | 62,700 | $2.48M | 0.01% | −2,686−4.1% | Reduced |
| Arcadia Investment Management Corp | 63,152 | $2.50M | 0.45% | +455+0.7% | Added |
| Alpine Woods Capital Investors, LLC | 63,369 | $2.50M | 0.63% | +1,261+2.0% | Added |
| Exchange Traded Concepts, LLC | 63,449 | $2.51M | 0.04% | −2,305−3.5% | Reduced |
| Trillium Asset Management, LLC | 63,692 | $2.52M | 0.07% | −987−1.5% | Reduced |
| La Banque Postale Asset Management SA | 64,233 | $2.54M | 0.04% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 64,955 | $2.57M | 0.20% | +64,955 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 67,219 | $2.66M | 0.01% | +67,219 | New |
| Voya Investment Management LLC | 67,762 | $2.68M | 0.00% | +8,234+13.8% | Added |
| State of Michigan Retirement System | 67,871 | $2.68M | 0.02% | +600+0.9% | Added |
| Marshall Wace, LLP | 68,342 | $2.70M | 0.00% | +68,342 | New |
| CoreCommodity Management, LLC | 68,883 | $2.72M | 0.44% | +68,883 | New |
| Ameritas Investment Partners, Inc. | 69,039 | $2.73M | 0.09% | −21,928−24.1% | Reduced |
| Aurora Investment Counsel | 69,414 | $2.74M | 1.52% | +69,414 | New |
| Rodgers Brothers Inc. | 69,713 | $2.76M | 0.37% | −2,200−3.1% | Reduced |
| Kennedy Capital Management, Inc. | 70,045 | $2.77M | 0.07% | −3,480−4.7% | Reduced |