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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 270,599 | $10.7M | 0.02% | +210,774+352.3% | Added |
| Corebridge Financial, Inc. | 279,048 | $11.0M | 0.06% | −6,817−2.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 285,309 | $11.3M | 0.45% | +271,214+1,924.2% | Added |
| Stifel Financial Corp | 294,766 | $11.7M | 0.01% | +6,949+2.4% | Added |
| LPL Financial LLC | 295,308 | $11.7M | 0.00% | +6,839+2.4% | Added |
| Citadel Advisors LLC | 305,297 | $12.1M | 0.01% | +303,717+19,222.6% | Added |
| Jones Financial Companies LLLP | 317,187 | $12.5M | 0.01% | +76,954+32.0% | Added |
| FMR LLC | 321,228 | $12.7M | 0.00% | −1,299,975−80.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 332,340 | $13.1M | 0.04% | −6,534−1.9% | Reduced |
| Candriam Luxembourg S.C.A. | 333,404 | $13.2M | 0.08% | −15,077−4.3% | Reduced |
| Raymond James Financial Inc | 333,965 | $13.2M | 0.00% | +130,701+64.3% | Added |
| Alliancebernstein L.P. | 338,582 | $13.4M | 0.00% | −4,774−1.4% | Reduced |
| Barclays PLC | 341,737 | $13.5M | 0.01% | −101,030−22.8% | Reduced |
| DekaBank Deutsche Girozentrale | 354,731 | $13.7M | 0.03% | +895+0.3% | Added |
| Retirement Systems of Alabama | 351,596 | $13.9M | 0.05% | +305+0.1% | Added |
| Ameriprise Financial Inc | 366,945 | $14.5M | 0.00% | +6,547+1.8% | Added |
| Deprince Race & Zollo Inc | 375,581 | $14.8M | 0.31% | +7,002+1.9% | Added |
| Great West Life Assurance Co | 384,863 | $15.2M | 0.03% | −6,807−1.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 387,502 | $15.3M | 0.02% | +33,830+9.6% | Added |
| Public Employees Retirement Association of Colorado | 396,797 | $15.7M | 0.07% | 00.0% | Unchanged |
| Thematics Asset Management | 442,726 | $17.5M | 0.89% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 483,290 | $19.1M | 0.11% | +4,052+0.8% | Added |
| Royal Bank of Canada | 498,669 | $19.7M | 0.00% | +109,582+28.2% | Added |
| Verition Fund Management LLC | 506,386 | $20.0M | 0.12% | +104,215+25.9% | Added |
| Wells Fargo & Company | 522,524 | $20.7M | 0.00% | −43,459−7.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 536,718 | $21.2M | 0.01% | +29,708+5.9% | Added |
| Gabelli Funds LLC | 551,350 | $21.8M | 0.17% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 563,272 | $22.3M | 0.03% | +19,868+3.7% | Added |
| Nuveen, LLC | 645,726 | $25.5M | 0.01% | +645,726 | New |
| Principal Financial Group Inc | 706,302 | $27.9M | 0.02% | −19,179−2.6% | Reduced |
| Deutsche Bank AG | 713,737 | $28.2M | 0.01% | +11,607+1.7% | Added |
| Energy Income Partners, LLC | 720,884 | $28.5M | 0.55% | +25,021+3.6% | Added |
| GW&K Investment Management, LLC | 730,702 | $28.9M | 0.27% | +4,905+0.7% | Added |
| Swiss National Bank | 735,700 | $29.1M | 0.02% | +1,200+0.2% | Added |
| Kames Capital plc | 760,653 | $30.1M | 0.44% | −223,990−22.7% | Reduced |
| Bank of America Corp | 771,625 | $30.5M | 0.00% | +24,088+3.2% | Added |
| Aviva PLC | 839,152 | $33.2M | 0.08% | +123,940+17.3% | Added |
| Rhumbline Advisers | 851,116 | $33.6M | 0.03% | +50,332+6.3% | Added |
| ProShare Advisors LLC | 933,920 | $36.9M | 0.08% | +60,123+6.9% | Added |
| California State Teachers Retirement System | 941,809 | $37.2M | 0.05% | −11,765−1.2% | Reduced |
| Aventail Capital Group, LP | 942,298 | $37.2M | 1.84% | +942,298 | New |
| Goldman Sachs Group Inc | 943,797 | $37.3M | 0.01% | +519,933+122.7% | Added |
| JPMorgan Chase & Co | 980,533 | $38.8M | 0.00% | +398,344+68.4% | Added |
| Point72 Asset Management, L.P. | 1,031,641 | $40.8M | 0.11% | +773,628+299.8% | Added |
| Franklin Resources Inc | 1,051,548 | $41.6M | 0.01% | +5,105+0.5% | Added |
| California Public Employees Retirement System | 1,113,450 | $44.0M | 0.03% | +65,744+6.3% | Added |
| Epoch Investment Partners, Inc. | 1,177,943 | $46.6M | 0.24% | −19,003−1.6% | Reduced |
| Cohen & Steers, Inc. | 1,485,550 | $58.7M | 0.11% | +44,060+3.1% | Added |
| UBS Group AG | 1,626,672 | $64.3M | 0.01% | +141,875+9.6% | Added |
| Allianz Asset Management GmbH | 1,628,850 | $64.4M | 0.09% | −306,968−15.9% | Reduced |
| Ensign Peak Advisors, Inc | 1,672,094 | $66.1M | 0.13% | +79,041+5.0% | Added |
| Empower Advisory Group, LLC | 1,685,205 | $66.6M | 0.22% | +25,167+1.5% | Added |
| Dimensional Fund Advisors LP | 1,864,237 | $73.7M | 0.02% | +262,604+16.4% | Added |
| Tandem Investment Advisors, Inc. | 2,045,060 | $80.8M | 2.82% | +18,353+0.9% | Added |
| Charles Schwab Investment Management Inc | 2,103,777 | $83.2M | 0.02% | +31,909+1.5% | Added |
| Cbre Clarion Securities LLC | 2,166,797 | $85.7M | 1.31% | +123,786+6.1% | Added |
| Norges Bank | 2,233,565 | $88.3M | 0.01% | −591,338−20.9% | Reduced |
| Macquarie Group Ltd | 2,339,698 | $92.5M | 0.11% | −146,582−5.9% | Reduced |
| Maple-Brown Abbott Ltd | 2,384,087 | $94.3M | 6.43% | +2,384,087 | New |
| Duff & Phelps Investment Management Co | 2,413,764 | $95.4M | 1.12% | +3,235+0.1% | Added |
| FIL Ltd | 2,422,185 | $95.7M | 0.09% | +533,448+28.2% | Added |
| UBS Asset Management Americas Inc | 2,438,783 | $96.4M | 0.02% | +92,112+3.9% | Added |
| Boston Trust Walden Corp | 2,476,811 | $97.9M | 0.72% | +349,904+16.5% | Added |
| Bank of New York Mellon Corp | 2,672,007 | $105.6M | 0.02% | −59,004−2.2% | Reduced |
| Northern Trust Corp | 3,218,314 | $127.2M | 0.02% | −112,776−3.4% | Reduced |
| Morgan Stanley | 3,241,771 | $128.1M | 0.01% | −14,715−0.5% | Reduced |
| Legal & General Group Plc | 3,352,650 | $132.5M | 0.04% | +136,955+4.3% | Added |
| Invesco Ltd. | 3,519,548 | $139.1M | 0.03% | −170,568−4.6% | Reduced |
| First Trust Advisors LP | 4,158,001 | $164.4M | 0.15% | +916,612+28.3% | Added |
| Geode Capital Management, LLC | 4,561,213 | $179.9M | 0.01% | +243,901+5.6% | Added |
| Amundi | 5,490,062 | $218.5M | 0.08% | −1,312,889−19.3% | Reduced |
| Pictet Asset Management Holding SA | 6,532,599 | $258.2M | 0.29% | −193,616−2.9% | Reduced |
| Nordea Investment Management AB | 7,368,205 | $291.9M | 0.31% | +556,354+8.2% | Added |
| State Street Corp | 13,146,141 | $519.7M | 0.02% | +123,711+0.9% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $856.3M | 0.83% | 00.0% | Unchanged |
| Vanguard Group Inc | 29,713,646 | $1.17B | 0.02% | −347,489−1.2% | Reduced |
| BlackRock, Inc. | 32,680,971 | $1.29B | 0.03% | −318,095−1.0% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −818−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −802,660−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −134,839−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −74,894−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −66,216−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −45,969−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −34,900−100.0% | Sold out |
| Jmac Enterprises LLC | 0 | $0 | 0.00% | −28,357−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −20,672−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −15,993−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −13,864−100.0% | Sold out |
| Northcape Wealth Management, LLC | 0 | $0 | 0.00% | −13,451−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −10,727−100.0% | Sold out |
| Code Waechter LLC | 0 | $0 | 0.00% | −10,089−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −10,006−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −9,767−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −9,744−100.0% | Sold out |
| Welch & Forbes LLC | 0 | $0 | 0.00% | −8,854−100.0% | Sold out |
| Caisse des Depots Et Consignations | 0 | $0 | 0.00% | −8,551−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −8,307−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −8,020−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −7,931−100.0% | Sold out |