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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 56,174 | $2.22M | 0.04% | +240.0% | Added |
| Susquehanna International Group, LLP | 55,631 | $2.20M | 0.00% | +22,147+66.1% | Added |
| Bridgewater Advisors Inc. | 53,796 | $2.19M | 0.19% | +6,462+13.7% | Added |
| Bryn Mawr Trust Co | 53,642 | $2.12M | 0.04% | −1,865−3.4% | Reduced |
| Mariner, LLC | 53,384 | $2.11M | 0.00% | −8,733−14.1% | Reduced |
| Secure Asset Management, LLC | 52,462 | $2.07M | 0.42% | +7,130+15.7% | Added |
| Oregon Public Employees Retirement Fund | 51,374 | $2.03M | 0.04% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 51,170 | $2.02M | 0.02% | +4,373+9.3% | Added |
| British Columbia Investment Management Corp | 49,879 | $1.97M | 0.01% | +102+0.2% | Added |
| Shelton Capital Management | 49,517 | $1.96M | 0.05% | −194−0.4% | Reduced |
| Victory Capital Management Inc | 49,475 | $1.96M | 0.00% | −829−1.6% | Reduced |
| New Mexico Educational Retirement Board | 48,800 | $1.93M | 0.07% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 48,360 | $1.91M | 1.83% | −1,148−2.3% | Reduced |
| Cetera Investment Advisers | 47,737 | $1.89M | 0.00% | +2,965+6.6% | Added |
| Pinebridge Investments, L.P. | 47,330 | $1.87M | 0.02% | −52,110−52.4% | Reduced |
| Toronto Dominion Bank | 45,899 | $1.81M | 0.00% | −8,100−15.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 44,897 | $1.77M | 0.00% | −11,663−20.6% | Reduced |
| XTX Topco Ltd | 43,952 | $1.74M | 0.09% | +29,139+196.7% | Added |
| Millennium Management LLC | 43,466 | $1.72M | 0.00% | +29,404+209.1% | Added |
| Xponance, Inc. | 42,470 | $1.68M | 0.02% | +73+0.2% | Added |
| Utah Retirement Systems | 41,698 | $1.65M | 0.02% | 00.0% | Unchanged |
| Korea Investment CORP | 41,429 | $1.64M | 0.00% | −45,600−52.4% | Reduced |
| JustInvest LLC | 41,088 | $1.62M | 0.02% | −143−0.3% | Reduced |
| Radnor Capital Management, LLC | 41,020 | $1.62M | 0.27% | −18,332−30.9% | Reduced |
| CI Private Wealth, LLC | 40,762 | $1.61M | 0.00% | +566+1.4% | Added |
| Trexquant Investment LP | 40,631 | $1.61M | 0.02% | +40,631 | New |
| Schonfeld Strategic Advisors LLC | 40,211 | $1.59M | 0.01% | +40,211 | New |
| Clear Harbor Asset Management, LLC | 39,694 | $1.57M | 0.12% | +875+2.3% | Added |
| Steward Partners Investment Advisory, LLC | 39,437 | $1.56M | 0.01% | +785+2.0% | Added |
| M&T Bank Corp | 39,208 | $1.55M | 0.01% | −1,345−3.3% | Reduced |
| Teacher Retirement System of Texas | 38,132 | $1.51M | 0.01% | +38,132 | New |
| Ilex Capital Partners (UK) LLP | 37,177 | $1.47M | 0.06% | +37,177 | New |
| Advisor Group Holdings, Inc. | 36,988 | $1.46M | 0.00% | +431+1.2% | Added |
| Resolution Capital Ltd | 36,948 | $1.46M | 0.03% | −14,609−28.3% | Reduced |
| Generali Asset Management SPA SGR | 36,359 | $1.44M | 0.04% | +828+2.3% | Added |
| Jefferies Financial Group Inc. | 36,202 | $1.43M | 0.02% | +36,202 | New |
| O'Shaughnessy Asset Management, LLC | 36,068 | $1.43M | 0.01% | +682+1.9% | Added |
| Investors Research Corp | 35,350 | $1.40M | 0.30% | +35,350 | New |
| Covea Finance | 34,500 | $1.36M | 0.06% | +34,500 | New |
| Pathstone Holdings, LLC | 33,697 | $1.33M | 0.01% | −1,852−5.2% | Reduced |
| Quantinno Capital Management LP | 33,338 | $1.32M | 0.01% | +14,011+72.5% | Added |
| Pathway Financial Advisers, LLC | 33,322 | $1.32M | 0.45% | −165−0.5% | Reduced |
| Addison Capital Co | 33,126 | $1.31M | 0.51% | +1,038+3.2% | Added |
| Swiss Life Asset Management Ltd | 33,076 | $1.31M | 0.01% | −9,248−21.9% | Reduced |
| Northwest & Ethical Investments L.P. | 32,627 | $1.29M | 0.03% | +9,647+42.0% | Added |
| Cerity Partners LLC | 32,576 | $1.29M | 0.00% | −3,410−9.5% | Reduced |
| Sequoia Financial Advisors, LLC | 32,326 | $1.28M | 0.01% | −239−0.7% | Reduced |
| Nissay Asset Management Corp | 32,175 | $1.27M | 0.01% | +307+1.0% | Added |
| Mercer Global Advisors Inc | 31,635 | $1.25M | 0.00% | −838−2.6% | Reduced |
| Credit Agricole S A | 30,829 | $1.22M | 0.00% | −4,549−12.9% | Reduced |
| New York Life Investment Management LLC | 30,559 | $1.21M | 0.01% | +1,528+5.3% | Added |
| Northwestern Mutual Wealth Management Co | 30,549 | $1.21M | 0.00% | +3,142+11.5% | Added |
| Cullen/Frost Bankers, Inc. | 30,372 | $1.20M | 0.02% | −3,777−11.1% | Reduced |
| J.W. Cole Advisors, Inc. | 30,159 | $1.19M | 0.04% | +10,699+55.0% | Added |
| Raiffeisen Bank International AG | 30,208 | $1.19M | 0.02% | −534,004−94.6% | Reduced |
| GWM Advisors LLC | 29,674 | $1.17M | 0.01% | +530+1.8% | Added |
| State of Alaska, Department of Revenue | 29,611 | $1.17M | 0.01% | +800+2.8% | Added |
| TFG Advisers LLC | 28,771 | $1.14M | 0.41% | −1,146−3.8% | Reduced |
| Moors & Cabot, Inc. | 28,624 | $1.13M | 0.06% | +3,461+13.8% | Added |
| Oak Thistle LLC | 28,525 | $1.13M | 0.23% | +28,525 | New |
| Sterling Investment Advisors, Ltd. | 27,830 | $1.10M | 0.26% | −584−2.1% | Reduced |
| Neuberger Berman Group LLC | 27,785 | $1.10M | 0.00% | +853+3.2% | Added |
| 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 |
| Fox Run Management, L.L.C. | 27,386 | $1.08M | 0.17% | +27,386 | New |
| Lido Advisors, LLC | 27,150 | $1.07M | 0.01% | −3,230−10.6% | Reduced |
| Kestra Advisory Services, LLC | 26,982 | $1.07M | 0.01% | −9,655−26.4% | Reduced |
| Cullen Capital Management LLC | 26,704 | $1.06M | 0.01% | +9,427+54.6% | Added |
| Pine Valley Investments Ltd Liability Co | 26,434 | $1.04M | 0.07% | +23+0.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,385 | $1.04M | 0.01% | −50−0.2% | Reduced |
| apricus wealth, LLC | 26,262 | $1.04M | 0.62% | 00.0% | Unchanged |
| Central Trust Co | 26,251 | $1.04M | 0.03% | +1,400+5.6% | Added |
| Blackhill Capital Inc | 26,041 | $1.03M | 0.06% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 25,255 | $998.3K | 0.03% | +1,867+8.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 25,186 | $995.6K | 0.65% | −475−1.9% | Reduced |
| Prudential Financial Inc | 25,435 | $986.3K | 0.00% | +3,952+18.4% | Added |
| Daiwa Securities Group Inc. | 24,830 | $981.0K | 0.00% | +1,087+4.6% | Added |
| Haverford Trust Co | 24,531 | $969.7K | 0.01% | −2,655−9.8% | Reduced |
| Lee Financial Co | 24,156 | $954.9K | 0.15% | −3,000−11.0% | Reduced |
| Captrust Financial Advisors | 24,010 | $949.1K | 0.00% | −3,441−12.5% | Reduced |
| Community Bank, N.A. | 23,928 | $945.6K | 0.13% | +304+1.3% | Added |
| Fiduciary Trust Co | 23,780 | $940.0K | 0.01% | +12,853+117.6% | Added |
| Friedenthal Financial | 23,702 | $936.9K | 0.56% | +23,047+3,518.6% | Added |
| Key Financial Inc | 23,676 | $935.9K | 0.20% | +40+0.2% | Added |
| Everence Capital Management Inc | 23,640 | $934.0K | 0.06% | 00.0% | Unchanged |
| Spirit of America Management Corp | 23,600 | $932.9K | 0.19% | +2,100+9.8% | Added |
| Blair William & Co | 23,133 | $914.4K | 0.00% | −1,519−6.2% | Reduced |
| KBC Group NV | 23,059 | $912.0K | 0.00% | +804+3.6% | Added |
| Schroder Investment Management Group | 22,946 | $901.5K | 0.00% | −86,672−79.1% | Reduced |
| Colony Group, LLC | 22,322 | $882.4K | 0.00% | −1,331−5.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 22,227 | $879.0K | 0.13% | +22,227 | New |
| Truist Financial Corp | 21,777 | $860.8K | 0.00% | +4,134+23.4% | Added |
| Axxcess Wealth Management, LLC | 21,607 | $854.1K | 0.02% | −1,695−7.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 21,997 | $843.7K | 0.02% | +600+2.8% | Added |
| Aspire Private Capital, LLC | 21,176 | $837.1K | 0.21% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 20,934 | $827.5K | 0.16% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 20,548 | $812.3K | 0.00% | −163−0.8% | Reduced |
| Holos Integrated Wealth LLC | 20,455 | $808.6K | 0.53% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 20,037 | $792.1K | 0.10% | +9,369+87.8% | Added |
| CIBC Private Wealth Group, LLC | 20,560 | $773.5K | 0.00% | −467−2.2% | Reduced |