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 |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 70,300 | $2.78M | 0.02% | +600+0.9% | Added |
| Louisiana State Employees Retirement System | 70,800 | $2.80M | 0.06% | +700+1.0% | Added |
| Private Advisor Group, LLC | 71,401 | $2.82M | 0.02% | −14,195−16.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 71,819 | $2.84M | 0.03% | 00.0% | Unchanged |
| OP Asset Management Ltd | 71,977 | $2.85M | 0.05% | +71,977 | New |
| Jacobi Capital Management LLC | 73,024 | $2.89M | 0.21% | +5,257+7.8% | Added |
| Benedict Financial Advisors Inc | 73,982 | $2.92M | 0.68% | −3,718−4.8% | Reduced |
| IFM Investors Pty Ltd | 74,285 | $2.94M | 0.03% | −15,549−17.3% | Reduced |
| AQR Capital Management LLC | 75,439 | $2.97M | 0.00% | −171,143−69.4% | Reduced |
| Arizona State Retirement System | 75,443 | $2.98M | 0.02% | −71−0.1% | Reduced |
| State of New Jersey Common Pension Fund D | 75,984 | $3.00M | 0.01% | −2,033−2.6% | Reduced |
| Balyasny Asset Management LLC | 76,012 | $3.00M | 0.01% | +76,012 | New |
| Alps Advisors Inc | 76,820 | $3.04M | 0.02% | +5,551+7.8% | Added |
| Public Employees Retirement System of Ohio | 77,532 | $3.06M | 0.01% | −8,965−10.4% | Reduced |
| Comerica Bank | 78,421 | $3.10M | 0.01% | −9,309−10.6% | Reduced |
| Texas Yale Capital Corp. | 79,233 | $3.13M | 0.13% | +2,270+2.9% | Added |
| Creative Planning | 79,386 | $3.14M | 0.00% | −1,916−2.4% | Reduced |
| HSBC Holdings PLC | 82,343 | $3.25M | 0.00% | −36,903−30.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 82,399 | $3.25M | 0.02% | +5,546+7.2% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 83,304 | $3.29M | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 85,580 | $3.38M | 0.06% | +85,580 | New |
| Lombard Odier Asset Management (USA) Corp | 86,879 | $3.43M | 1.16% | +86,879 | New |
| Guggenheim Capital LLC | 87,330 | $3.45M | 0.03% | +29,816+51.8% | Added |
| Yousif Capital Management, LLC | 89,756 | $3.55M | 0.04% | −1,253−1.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 91,317 | $3.61M | 0.04% | +712+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 92,272 | $3.65M | 0.01% | +10,718+13.1% | Added |
| Mn Services Vermogensbeheer B.V. | 92,300 | $3.65M | 0.03% | −10,100−9.9% | Reduced |
| Toth Financial Advisory Corp | 92,735 | $3.67M | 0.44% | +5,979+6.9% | Added |
| State of Tennessee, Treasury Department | 94,832 | $3.75M | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 96,463 | $3.81M | 0.01% | −26,118−21.3% | Reduced |
| Glenmede Trust Co NA | 99,429 | $3.93M | 0.02% | +50,656+103.9% | Added |
| HighTower Advisors, LLC | 99,814 | $3.95M | 0.01% | −1,759−1.7% | Reduced |
| Vontobel Holding Ltd. | 101,026 | $3.99M | 0.01% | −3,187−3.1% | Reduced |
| Gotham Asset Management, LLC | 101,041 | $3.99M | 0.03% | −74,879−42.6% | Reduced |
| AdvisorNet Financial, Inc | 101,498 | $4.01M | 0.30% | +866+0.9% | Added |
| South Dakota Investment Council | 103,006 | $4.07M | 0.08% | +32,000+45.1% | Added |
| Brown Advisory Inc | 103,073 | $4.07M | 0.01% | −1,691−1.6% | Reduced |
| Costello Asset Management, INC | 104,386 | $4.13M | 1.67% | +10,186+10.8% | Added |
| Asset Management One Co.,Ltd. | 105,125 | $4.16M | 0.01% | +14,168+15.6% | Added |
| AMF Pensionsforsakring AB | 105,502 | $4.18M | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 107,240 | $4.24M | 0.00% | +4,015+3.9% | Added |
| Coston, McIsaac & Partners | 108,197 | $4.28M | 1.25% | +8,369+8.4% | Added |
| SummitTX Capital, L.P. | 109,058 | $4.31M | 0.19% | +109,058 | New |
| First National Bank & Trust Co of Newtown | 109,974 | $4.35M | 0.91% | +1,582+1.5% | Added |
| Treasurer of the State of North Carolina | 115,213 | $4.55M | 0.02% | +4,490+4.1% | Added |
| Amalgamated Bank | 115,832 | $4.58M | 0.04% | −4,842−4.0% | Reduced |
| HM Payson & Co | 115,963 | $4.58M | 0.08% | +334+0.3% | Added |
| Janney Montgomery Scott LLC | 121,343 | $4.80M | 0.01% | −6,364−5.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 122,840 | $4.86M | 0.01% | +2,373+2.0% | Added |
| Baird Financial Group, Inc. | 123,557 | $4.88M | 0.01% | +19,868+19.2% | Added |
| Tredje AP-fonden | 126,304 | $4.99M | 0.05% | +85,484+209.4% | Added |
| Thrivent Financial for Lutherans | 126,380 | $5.00M | 0.01% | −210−0.2% | Reduced |
| Natixis Advisors, L.P. | 126,594 | $5.00M | 0.01% | +34,366+37.3% | Added |
| American Century Companies Inc | 126,646 | $5.01M | 0.00% | +5,085+4.2% | Added |
| Synergy Financial Management, LLC | 128,722 | $5.09M | 0.64% | −19,287−13.0% | Reduced |
| Mutual of America Capital Management LLC | 130,030 | $5.14M | 0.06% | −3,425−2.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 133,698 | $5.29M | 0.95% | +2,427+1.8% | Added |
| AXA S.A. | 140,222 | $5.54M | 0.02% | −249−0.2% | Reduced |
| MetLife Investment Management | 140,277 | $5.55M | 0.03% | −2,124−1.5% | Reduced |
| Atom Investors LP | 143,731 | $5.68M | 0.70% | +129,985+945.6% | Added |
| State of Wisconsin Investment Board | 147,019 | $5.81M | 0.02% | +336+0.2% | Added |
| Standard Life Aberdeen plc | 150,410 | $5.92M | 0.01% | −25,311−14.4% | Reduced |
| Avantax Advisory Services, Inc. | 149,946 | $5.93M | 0.04% | +6,494+4.5% | Added |
| Bank of Montreal | 150,184 | $5.94M | 0.00% | −1,062−0.7% | Reduced |
| TD Asset Management Inc | 153,844 | $6.08M | 0.01% | −22,674−12.8% | Reduced |
| First Manhattan Co | 154,621 | $6.11M | 0.02% | −25,272−14.0% | Reduced |
| Wills Financial Group LLC | 155,292 | $6.14M | 2.72% | +155,292 | New |
| Arrowstreet Capital, Limited Partnership | 159,792 | $6.32M | 0.01% | +159,792 | New |
| BNP Paribas Arbitrage, SA | 164,979 | $6.52M | 0.00% | +19,942+13.7% | Added |
| Hennessy Advisors Inc | 167,800 | $6.63M | 0.22% | −7,700−4.4% | Reduced |
| Van Eck Associates Corp | 167,953 | $6.64M | 0.01% | +17,621+11.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 168,631 | $6.67M | 0.02% | +2,689+1.6% | Added |
| Storebrand Asset Management AS | 171,635 | $6.78M | 0.02% | −9,722−5.4% | Reduced |
| NFJ Investment Group, LLC | 176,496 | $6.98M | 0.23% | −14,555−7.6% | Reduced |
| APG Asset Management N.V. | 193,703 | $7.09M | 0.02% | −26,207−11.9% | Reduced |
| SEI Investments Co | 179,438 | $7.09M | 0.01% | +7,282+4.2% | Added |
| Nomura Asset Management Co Ltd | 179,709 | $7.10M | 0.02% | −59,892−25.0% | Reduced |
| Holocene Advisors, LP | 179,770 | $7.11M | 0.02% | +54,722+43.8% | Added |
| The PNC Financial Services Group, Inc. | 180,565 | $7.14M | 0.00% | −1,340−0.7% | Reduced |
| Greenland Capital Management LP | 182,020 | $7.20M | 1.23% | −46,900−20.5% | Reduced |
| Price T Rowe Associates Inc | 185,445 | $7.33M | 0.00% | +12,281+7.1% | Added |
| Allworth Financial LP | 188,769 | $7.62M | 0.04% | +1,589+0.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 200,356 | $7.92M | 0.89% | −1,570−0.8% | Reduced |
| Magellan Asset Management Ltd | 200,429 | $7.92M | 0.10% | −4,727−2.3% | Reduced |
| Danske Bank A/S | 200,806 | $7.94M | 0.02% | −18,200−8.3% | Reduced |
| Manufacturers Life Insurance Company, The | 207,424 | $8.20M | 0.01% | −1,286−0.6% | Reduced |
| Russell Investments Group, Ltd. | 207,565 | $8.20M | 0.01% | +20,503+11.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 212,871 | $8.41M | 0.01% | +33,530+18.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 215,001 | $8.50M | 0.02% | +8,196+4.0% | Added |
| ExodusPoint Capital Management, LP | 222,899 | $8.81M | 0.12% | +222,899 | New |
| Citigroup Inc | 223,491 | $8.83M | 0.01% | +143,032+177.8% | Added |
| Maryland State Retirement & Pension System | 226,027 | $8.93M | 0.21% | +3,258+1.5% | Added |
| Abn Amro Investment Solutions | 236,228 | $9.34M | 0.20% | +46,855+24.7% | Added |
| KLP Kapitalforvaltning AS | 239,300 | $9.46M | 0.05% | +15,100+6.7% | Added |
| Commonwealth Equity Services, LLC | 243,967 | $9.64M | 0.01% | +2,926+1.2% | Added |
| Cambiar Investors LLC | 244,329 | $9.66M | 0.41% | −24,024−9.0% | Reduced |
| New York State Teachers Retirement System | 251,591 | $9.95M | 0.02% | −32,200−11.3% | Reduced |
| SG Americas Securities, LLC | 253,737 | $10.0M | 0.03% | +253,737 | New |
| John G Ullman & Associates Inc | 260,902 | $10.3M | 1.59% | −21,148−7.5% | Reduced |
| State Board of Administration of Florida Retirement System | 268,303 | $10.6M | 0.02% | 00.0% | Unchanged |