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, Q2 2025
Institutional positions in Essential Utilities, Inc. as of Jun 30, 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
- 683
- +14 vs. Q1 2025
- Shares held
- 220.6M
- +739.7K (+0.3%) vs. Q1 2025
- Total value
- $8.20B
- −$492.9M (−5.7%) vs. Q1 2025
- New holders
- 79
- 283 more added
- Sold out
- 65
- 200 more reduced
8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 34,221,385 | $1.27B | 0.02% | +1,540,414+4.7% | Added |
| Vanguard Group Inc | 30,407,634 | $1.13B | 0.02% | +693,988+2.3% | Added |
| State Street Corp | 12,950,256 | $481.0M | 0.02% | −195,885−1.5% | Reduced |
| Canada Pension Plan Investment Board | 11,661,095 | $433.1M | 0.37% | −10,000,000−46.2% | Reduced |
| Nordea Investment Management AB | 7,150,259 | $263.6M | 0.24% | −217,946−3.0% | Reduced |
| Amundi | 5,637,022 | $219.0M | 0.08% | +146,960+2.7% | Added |
| Pictet Asset Management Holding SA | 5,339,428 | $198.3M | 0.20% | −1,193,171−18.3% | Reduced |
| Geode Capital Management, LLC | 4,734,532 | $175.3M | 0.01% | +173,319+3.8% | Added |
| First Trust Advisors LP | 4,158,376 | $154.4M | 0.12% | +3750.0% | Added |
| Invesco Ltd. | 3,502,380 | $130.1M | 0.02% | −17,168−0.5% | Reduced |
| Legal & General Group Plc | 3,488,920 | $129.6M | 0.03% | +136,270+4.1% | Added |
| Morgan Stanley | 3,320,442 | $123.3M | 0.01% | +78,671+2.4% | Added |
| Northern Trust Corp | 3,013,141 | $111.9M | 0.02% | −205,173−6.4% | Reduced |
| UBS Asset Management Americas Inc | 2,852,839 | $106.0M | 0.02% | +414,056+17.0% | Added |
| Citadel Advisors LLC | 2,820,091 | $104.7M | 0.09% | +2,514,794+823.7% | Added |
| Norges Bank | 2,755,714 | $102.3M | 0.01% | +522,149+23.4% | Added |
| Bank of New York Mellon Corp | 2,679,144 | $99.5M | 0.02% | +7,137+0.3% | Added |
| Macquarie Group Ltd | 2,664,876 | $99.0M | 0.12% | +325,178+13.9% | Added |
| Boston Trust Walden Corp | 2,544,883 | $94.5M | 0.67% | +68,072+2.7% | Added |
| Cbre Clarion Securities LLC | 2,360,631 | $87.7M | 1.33% | +193,834+8.9% | Added |
| Duff & Phelps Investment Management Co | 2,142,795 | $79.6M | 0.94% | −270,969−11.2% | Reduced |
| Tandem Investment Advisors, Inc. | 2,070,162 | $76.9M | 2.69% | +25,102+1.2% | Added |
| Charles Schwab Investment Management Inc | 2,032,362 | $75.5M | 0.01% | −71,415−3.4% | Reduced |
| Dimensional Fund Advisors LP | 2,000,589 | $74.3M | 0.02% | +136,352+7.3% | Added |
| Ensign Peak Advisors, Inc | 1,825,959 | $67.8M | 0.12% | +153,865+9.2% | Added |
| FIL Ltd | 1,757,701 | $65.3M | 0.06% | −664,484−27.4% | Reduced |
| Empower Advisory Group, LLC | 1,711,008 | $63.5M | 0.19% | +25,803+1.5% | Added |
| Allianz Asset Management GmbH | 1,647,146 | $61.2M | 0.08% | +18,296+1.1% | Added |
| UBS Group AG | 1,553,976 | $57.7M | 0.01% | −72,696−4.5% | Reduced |
| Bank of America Corp | 1,336,424 | $49.6M | 0.00% | +564,799+73.2% | Added |
| Balyasny Asset Management LLC | 1,271,201 | $47.2M | 0.11% | +1,195,189+1,572.4% | Added |
| Epoch Investment Partners, Inc. | 1,185,401 | $44.0M | 0.23% | +7,458+0.6% | Added |
| Point72 Asset Management, L.P. | 1,152,652 | $42.8M | 0.10% | +121,011+11.7% | Added |
| Franklin Resources Inc | 1,150,803 | $42.7M | 0.01% | +99,255+9.4% | Added |
| FMR LLC | 1,006,252 | $37.4M | 0.00% | +685,024+213.3% | Added |
| California Public Employees Retirement System | 1,003,032 | $37.3M | 0.02% | −110,418−9.9% | Reduced |
| Kames Capital plc | 900,380 | $33.4M | 0.43% | +139,727+18.4% | Added |
| Rhumbline Advisers | 873,326 | $32.4M | 0.03% | +22,210+2.6% | Added |
| Royal Bank of Canada | 857,773 | $31.9M | 0.01% | +359,104+72.0% | Added |
| ProShare Advisors LLC | 830,786 | $30.9M | 0.06% | −103,134−11.0% | Reduced |
| California State Teachers Retirement System | 804,835 | $29.9M | 0.03% | −136,974−14.5% | Reduced |
| Millennium Management LLC | 795,816 | $29.6M | 0.03% | +752,350+1,730.9% | Added |
| Swiss National Bank | 792,300 | $29.4M | 0.02% | +56,600+7.7% | Added |
| GW&K Investment Management, LLC | 716,387 | $26.6M | 0.24% | −14,315−2.0% | Reduced |
| AQR Capital Management LLC | 717,716 | $26.5M | 0.02% | +642,277+851.4% | Added |
| Goldman Sachs Group Inc | 703,369 | $26.1M | 0.00% | −240,428−25.5% | Reduced |
| Energy Income Partners, LLC | 683,391 | $25.4M | 0.50% | −37,493−5.2% | Reduced |
| Ghisallo Capital Management LLC | 642,030 | $23.8M | 0.64% | +642,030 | New |
| Principal Financial Group Inc | 635,788 | $23.6M | 0.01% | −70,514−10.0% | Reduced |
| Wells Fargo & Company | 611,629 | $22.7M | 0.00% | +89,105+17.1% | Added |
| Jane Street Group, LLC | 595,615 | $22.1M | 0.04% | +325,016+120.1% | Added |
| JPMorgan Chase & Co | 592,167 | $22.0M | 0.00% | −388,366−39.6% | Reduced |
| Deutsche Bank AG | 574,586 | $21.3M | 0.01% | −139,151−19.5% | Reduced |
| New York State Common Retirement Fund | 569,985 | $21.2M | 0.03% | +6,713+1.2% | Added |
| Verition Fund Management LLC | 565,517 | $21.0M | 0.12% | +59,131+11.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 546,214 | $20.3M | 0.11% | +62,924+13.0% | Added |
| Gabelli Funds LLC | 545,350 | $20.3M | 0.14% | −6,000−1.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 543,918 | $20.2M | 0.01% | +7,200+1.3% | Added |
| Nuveen, LLC | 537,707 | $20.0M | 0.01% | −108,019−16.7% | Reduced |
| Beck Bode, LLC | 486,990 | $18.1M | 3.06% | +486,990 | New |
| Greenland Capital Management LP | 465,810 | $17.3M | 2.23% | +283,790+155.9% | Added |
| Flputnam Investment Management Co | 449,958 | $16.7M | 0.29% | +364,378+425.8% | Added |
| Weiss Asset Management LP | 434,672 | $16.1M | 0.26% | +434,672 | New |
| Adage Capital Partners GP, L.L.C. | 425,000 | $15.8M | 0.03% | +425,000 | New |
| Aventail Capital Group, LP | 413,673 | $15.4M | 0.68% | −528,625−56.1% | Reduced |
| Thematics Asset Management | 412,726 | $15.3M | 0.69% | −30,000−6.8% | Reduced |
| Great West Life Assurance Co | 398,459 | $14.8M | 0.02% | +13,596+3.5% | Added |
| Public Employees Retirement Association of Colorado | 396,797 | $14.7M | 0.06% | 00.0% | Unchanged |
| Aviva PLC | 379,195 | $14.1M | 0.03% | −459,957−54.8% | Reduced |
| Ameriprise Financial Inc | 377,675 | $14.0M | 0.00% | +10,730+2.9% | Added |
| Jones Financial Companies LLLP | 375,929 | $13.9M | 0.01% | +58,742+18.5% | Added |
| Swedbank AB | 372,231 | $13.8M | 0.02% | +372,231 | New |
| Deprince Race & Zollo Inc | 369,078 | $13.7M | 0.28% | −6,503−1.7% | Reduced |
| Retirement Systems of Alabama | 359,325 | $13.3M | 0.05% | +7,729+2.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 356,845 | $13.3M | 0.03% | +24,505+7.4% | Added |
| DekaBank Deutsche Girozentrale | 353,836 | $13.1M | 0.02% | −895−0.3% | Reduced |
| Alliancebernstein L.P. | 339,957 | $12.6M | 0.00% | +1,375+0.4% | Added |
| Barclays PLC | 339,664 | $12.6M | 0.01% | −2,073−0.6% | Reduced |
| Gotham Asset Management, LLC | 338,599 | $12.6M | 0.08% | +237,558+235.1% | Added |
| Candriam Luxembourg S.C.A. | 322,070 | $12.0M | 0.07% | −11,334−3.4% | Reduced |
| BNP Paribas Arbitrage, SA | 311,153 | $11.6M | 0.01% | +146,174+88.6% | Added |
| Raymond James Financial Inc | 302,223 | $11.2M | 0.00% | −31,742−9.5% | Reduced |
| Stifel Financial Corp | 285,635 | $10.6M | 0.01% | −9,131−3.1% | Reduced |
| LPL Financial LLC | 283,500 | $10.5M | 0.00% | −11,808−4.0% | Reduced |
| New York State Teachers Retirement System | 275,906 | $10.2M | 0.02% | +24,315+9.7% | Added |
| Cubist Systematic Strategies, LLC | 275,624 | $10.2M | 0.11% | +275,624 | New |
| State Board of Administration of Florida Retirement System | 271,003 | $10.1M | 0.02% | +2,700+1.0% | Added |
| John G Ullman & Associates Inc | 266,002 | $9.88M | 1.47% | +5,100+2.0% | Added |
| Arrowstreet Capital, Limited Partnership | 265,997 | $9.88M | 0.01% | +106,205+66.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 260,847 | $9.69M | 0.48% | −24,462−8.6% | Reduced |
| Maryland State Retirement & Pension System | 245,821 | $9.13M | 0.20% | +19,794+8.8% | Added |
| KLP Kapitalforvaltning AS | 239,500 | $8.90M | 0.04% | +200+0.1% | Added |
| Russell Investments Group, Ltd. | 238,155 | $8.84M | 0.01% | +30,590+14.7% | Added |
| Janus Henderson Group PLC | 233,166 | $8.66M | 0.00% | +225,737+3,038.6% | Added |
| Tudor Investment Corp Et Al | 229,143 | $8.51M | 0.06% | +229,143 | New |
| Susquehanna Portfolio Strategies, LLC | 226,125 | $8.40M | 0.18% | +226,125 | New |
| Holocene Advisors, LP | 223,538 | $8.30M | 0.02% | +43,768+24.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 221,852 | $8.24M | 0.01% | +6,851+3.2% | Added |
| Abn Amro Investment Solutions | 220,504 | $8.19M | 0.16% | −15,724−6.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 212,730 | $7.90M | 0.01% | −141−0.1% | Reduced |