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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 179,709 | $7.10M | 0.02% | −59,892−25.0% | Reduced |
| SEI Investments Co | 179,438 | $7.09M | 0.01% | +7,282+4.2% | Added |
| APG Asset Management N.V. | 193,703 | $7.09M | 0.02% | −26,207−11.9% | Reduced |
| NFJ Investment Group, LLC | 176,496 | $6.98M | 0.23% | −14,555−7.6% | Reduced |
| Storebrand Asset Management AS | 171,635 | $6.78M | 0.02% | −9,722−5.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 168,631 | $6.67M | 0.02% | +2,689+1.6% | Added |
| Van Eck Associates Corp | 167,953 | $6.64M | 0.01% | +17,621+11.7% | Added |
| Hennessy Advisors Inc | 167,800 | $6.63M | 0.22% | −7,700−4.4% | Reduced |
| BNP Paribas Arbitrage, SA | 164,979 | $6.52M | 0.00% | +19,942+13.7% | Added |
| Arrowstreet Capital, Limited Partnership | 159,792 | $6.32M | 0.01% | +159,792 | New |
| Wills Financial Group LLC | 155,292 | $6.14M | 2.72% | +155,292 | New |
| First Manhattan Co | 154,621 | $6.11M | 0.02% | −25,272−14.0% | Reduced |
| TD Asset Management Inc | 153,844 | $6.08M | 0.01% | −22,674−12.8% | Reduced |
| Bank of Montreal | 150,184 | $5.94M | 0.00% | −1,062−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 149,946 | $5.93M | 0.04% | +6,494+4.5% | Added |
| Standard Life Aberdeen plc | 150,410 | $5.92M | 0.01% | −25,311−14.4% | Reduced |
| State of Wisconsin Investment Board | 147,019 | $5.81M | 0.02% | +336+0.2% | Added |
| Atom Investors LP | 143,731 | $5.68M | 0.70% | +129,985+945.6% | Added |
| MetLife Investment Management | 140,277 | $5.55M | 0.03% | −2,124−1.5% | Reduced |
| AXA S.A. | 140,222 | $5.54M | 0.02% | −249−0.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 133,698 | $5.29M | 0.95% | +2,427+1.8% | Added |
| Mutual of America Capital Management LLC | 130,030 | $5.14M | 0.06% | −3,425−2.6% | Reduced |
| Synergy Financial Management, LLC | 128,722 | $5.09M | 0.64% | −19,287−13.0% | Reduced |
| American Century Companies Inc | 126,646 | $5.01M | 0.00% | +5,085+4.2% | Added |
| Natixis Advisors, L.P. | 126,594 | $5.00M | 0.01% | +34,366+37.3% | Added |
| Thrivent Financial for Lutherans | 126,380 | $5.00M | 0.01% | −210−0.2% | Reduced |
| Tredje AP-fonden | 126,304 | $4.99M | 0.05% | +85,484+209.4% | Added |
| Baird Financial Group, Inc. | 123,557 | $4.88M | 0.01% | +19,868+19.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 122,840 | $4.86M | 0.01% | +2,373+2.0% | Added |
| Janney Montgomery Scott LLC | 121,343 | $4.80M | 0.01% | −6,364−5.0% | Reduced |
| HM Payson & Co | 115,963 | $4.58M | 0.08% | +334+0.3% | Added |
| Amalgamated Bank | 115,832 | $4.58M | 0.04% | −4,842−4.0% | Reduced |
| Treasurer of the State of North Carolina | 115,213 | $4.55M | 0.02% | +4,490+4.1% | Added |
| First National Bank & Trust Co of Newtown | 109,974 | $4.35M | 0.91% | +1,582+1.5% | Added |
| SummitTX Capital, L.P. | 109,058 | $4.31M | 0.19% | +109,058 | New |
| Coston, McIsaac & Partners | 108,197 | $4.28M | 1.25% | +8,369+8.4% | Added |
| Envestnet Asset Management Inc | 107,240 | $4.24M | 0.00% | +4,015+3.9% | Added |
| AMF Pensionsforsakring AB | 105,502 | $4.18M | 0.03% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 105,125 | $4.16M | 0.01% | +14,168+15.6% | Added |
| Costello Asset Management, INC | 104,386 | $4.13M | 1.67% | +10,186+10.8% | Added |
| Brown Advisory Inc | 103,073 | $4.07M | 0.01% | −1,691−1.6% | Reduced |
| South Dakota Investment Council | 103,006 | $4.07M | 0.08% | +32,000+45.1% | Added |
| AdvisorNet Financial, Inc | 101,498 | $4.01M | 0.30% | +866+0.9% | Added |
| Gotham Asset Management, LLC | 101,041 | $3.99M | 0.03% | −74,879−42.6% | Reduced |
| Vontobel Holding Ltd. | 101,026 | $3.99M | 0.01% | −3,187−3.1% | Reduced |
| HighTower Advisors, LLC | 99,814 | $3.95M | 0.01% | −1,759−1.7% | Reduced |
| Glenmede Trust Co NA | 99,429 | $3.93M | 0.02% | +50,656+103.9% | Added |
| Assenagon Asset Management S.A. | 96,463 | $3.81M | 0.01% | −26,118−21.3% | Reduced |
| State of Tennessee, Treasury Department | 94,832 | $3.75M | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 92,735 | $3.67M | 0.44% | +5,979+6.9% | Added |
| Mn Services Vermogensbeheer B.V. | 92,300 | $3.65M | 0.03% | −10,100−9.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 92,272 | $3.65M | 0.01% | +10,718+13.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 91,317 | $3.61M | 0.04% | +712+0.8% | Added |
| Yousif Capital Management, LLC | 89,756 | $3.55M | 0.04% | −1,253−1.4% | Reduced |
| Guggenheim Capital LLC | 87,330 | $3.45M | 0.03% | +29,816+51.8% | Added |
| Lombard Odier Asset Management (USA) Corp | 86,879 | $3.43M | 1.16% | +86,879 | New |
| Flputnam Investment Management Co | 85,580 | $3.38M | 0.06% | +85,580 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 83,304 | $3.29M | 0.02% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 82,399 | $3.25M | 0.02% | +5,546+7.2% | Added |
| HSBC Holdings PLC | 82,343 | $3.25M | 0.00% | −36,903−30.9% | Reduced |
| Creative Planning | 79,386 | $3.14M | 0.00% | −1,916−2.4% | Reduced |
| Texas Yale Capital Corp. | 79,233 | $3.13M | 0.13% | +2,270+2.9% | Added |
| Comerica Bank | 78,421 | $3.10M | 0.01% | −9,309−10.6% | Reduced |
| Public Employees Retirement System of Ohio | 77,532 | $3.06M | 0.01% | −8,965−10.4% | Reduced |
| Alps Advisors Inc | 76,820 | $3.04M | 0.02% | +5,551+7.8% | Added |
| Balyasny Asset Management LLC | 76,012 | $3.00M | 0.01% | +76,012 | New |
| State of New Jersey Common Pension Fund D | 75,984 | $3.00M | 0.01% | −2,033−2.6% | Reduced |
| Arizona State Retirement System | 75,443 | $2.98M | 0.02% | −71−0.1% | Reduced |
| AQR Capital Management LLC | 75,439 | $2.97M | 0.00% | −171,143−69.4% | Reduced |
| IFM Investors Pty Ltd | 74,285 | $2.94M | 0.03% | −15,549−17.3% | Reduced |
| Benedict Financial Advisors Inc | 73,982 | $2.92M | 0.68% | −3,718−4.8% | Reduced |
| Jacobi Capital Management LLC | 73,024 | $2.89M | 0.21% | +5,257+7.8% | Added |
| OP Asset Management Ltd | 71,977 | $2.85M | 0.05% | +71,977 | New |
| Teachers Retirement System of the State of Kentucky | 71,819 | $2.84M | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 71,401 | $2.82M | 0.02% | −14,195−16.6% | Reduced |
| Louisiana State Employees Retirement System | 70,800 | $2.80M | 0.06% | +700+1.0% | Added |
| Forsta Ap-Fonden | 70,300 | $2.78M | 0.02% | +600+0.9% | Added |
| Kennedy Capital Management, Inc. | 70,045 | $2.77M | 0.07% | −3,480−4.7% | Reduced |
| Rodgers Brothers Inc. | 69,713 | $2.76M | 0.37% | −2,200−3.1% | Reduced |
| Aurora Investment Counsel | 69,414 | $2.74M | 1.52% | +69,414 | New |
| Ameritas Investment Partners, Inc. | 69,039 | $2.73M | 0.09% | −21,928−24.1% | Reduced |
| CoreCommodity Management, LLC | 68,883 | $2.72M | 0.44% | +68,883 | New |
| Marshall Wace, LLP | 68,342 | $2.70M | 0.00% | +68,342 | New |
| State of Michigan Retirement System | 67,871 | $2.68M | 0.02% | +600+0.9% | Added |
| Voya Investment Management LLC | 67,762 | $2.68M | 0.00% | +8,234+13.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 67,219 | $2.66M | 0.01% | +67,219 | New |
| Campbell & CO Investment Adviser LLC | 64,955 | $2.57M | 0.20% | +64,955 | New |
| La Banque Postale Asset Management SA | 64,233 | $2.54M | 0.04% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 63,692 | $2.52M | 0.07% | −987−1.5% | Reduced |
| Exchange Traded Concepts, LLC | 63,449 | $2.51M | 0.04% | −2,305−3.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 63,369 | $2.50M | 0.63% | +1,261+2.0% | Added |
| Arcadia Investment Management Corp | 63,152 | $2.50M | 0.45% | +455+0.7% | Added |
| DnB Asset Management AS | 62,700 | $2.48M | 0.01% | −2,686−4.1% | Reduced |
| Ethic Inc. | 61,575 | $2.44M | 0.05% | +3,602+6.2% | Added |
| First National Corp | 61,128 | $2.42M | 0.53% | +32,237+111.6% | Added |
| Stephens Inc | 60,977 | $2.41M | 0.04% | +290.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 59,946 | $2.37M | 0.00% | −3,684−5.8% | Reduced |
| RWC Asset Management LLP | 58,349 | $2.31M | 0.12% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 57,120 | $2.26M | 0.01% | +6,970+13.9% | Added |
| BLB&B Advisors, LLC | 56,813 | $2.25M | 0.11% | −2,776−4.7% | Reduced |