Essential UtilitiesWTRG
13F holders, Q1 2024 (March 31)591holders
5famous investors
$37.02avg. 13F price*
At the end of Q1 2024, 591 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings. The largest holders were BlackRock Inc. ($1.1B), Vanguard Group Inc. ($1.0B) and Canada Pension Plan Investment Board ($802.5M). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Essential Utilities Inc.
- CUSIP
- 29670G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $87.1M |
| Exits | 67 | $119.0M |
Ownership 591 holders
| BlackRock Inc. | 0.03% | Add +0.1% | 31,030,336 | $1.1B |
| Vanguard Group Inc. | 0.02% | Reduce -0.3% | 27,909,921 | $1.0B |
| Canada Pension Plan Investment Board | 0.84% | No change | 21,661,095 | $802.5M |
| T. Rowe Price Investment Management, Inc. | 0.31% | Add +236.1% | 13,851,527 | $513.2M |
| State Street Corp. | 0.02% | Reduce -1.2% | 13,319,567 | $493.5M |
| Amundi | 0.13% | Reduce -15.4% | 8,081,145 | $296.3M |
| Pictet Asset Management Holding SA | 0.20% | Reduce -13.1% | 4,983,755 | $184.6M |
| FMR LLC | 0.01% | Add +128.6% | 4,426,397 | $164.0M |
| Geode Capital Management, LLC | 0.01% | Add +5.2% | 4,128,610 | $152.7M |
| Invesco Ltd. | 0.03% | Add +8.4% | 4,100,557 | $151.9M |
| Nordea Investment Management AB | 0.15% | Add +17553.7% | 3,425,350 | $126.2M |
| Legal & General Group Plc | 0.04% | Add +6.6% | 3,313,466 | $122.8M |
| Morgan Stanley | 0.01% | Reduce -12.8% | 3,229,963 | $119.7M |
| Northern Trust Corp. | 0.02% | Reduce -10.8% | 2,976,686 | $110.3M |
| Duff & Phelps Investment Management Co. | 1.25% | Reduce -8.5% | 2,808,723 | $104.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.2% | 2,744,277 | $101.7M |
| Norges Bank | 0.01% | Reduce -20.6% | 2,068,394 | $76.6M |
| Tandem Investment Advisors, Inc. | 2.88% | Add +7.7% | 2,010,380 | $74.5M |
| First Trust Advisors LP | 0.07% | Add +14.6% | 1,740,368 | $64.5M |
| Macquarie Group Ltd. | 0.07% | Add +1.9% | 1,729,511 | $64.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +3.2% | 1,667,073 | $61.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -19.2% | 1,559,681 | $57.8M |
| Empower Advisory Group, LLC | 0.20% | Add +7.3% | 1,459,979 | $54.1M |
| AEGON ASSET MANAGEMENT UK Plc | 0.77% | Reduce -2.7% | 1,381,067 | $51.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.2% | 1,265,293 | $46.9M |
| California Public Employees Retirement System | 0.03% | Add +191.6% | 1,252,960 | $46.4M |
| FIL Ltd | 0.05% | Add +25.0% | 1,250,000 | $46.3M |
| Epoch Investment Partners, Inc. | 0.21% | New | 1,249,134 | $46.3M |
| Bank of Montreal | 0.01% | Reduce -39.5% | 1,159,594 | $43.0M |
| Principal Financial Group Inc. | 0.02% | Add +3.1% | 1,120,066 | $41.5M |
| Bank of America Corp. | 0.00% | Add +142.2% | 1,071,289 | $39.7M |
| Franklin Resources Inc. | 0.01% | Reduce -29.7% | 987,832 | $36.6M |
| APG Asset Management N.V. | 0.06% | Add +14.1% | 1,053,417 | $36.1M |
| Deutsche Bank AG | 0.02% | Add +35.0% | 968,843 | $35.9M |
| Ensign Peak Advisors, Inc | 0.06% | Add +579.1% | 933,363 | $34.6M |
| Millennium Management | 0.03% | Add +108.6% | 919,759 | $34.1M |
| ProShare Advisors LLC | 0.08% | Reduce -6.4% | 859,854 | $31.9M |
| Rhumbline Advisers | 0.03% | Reduce -0.9% | 822,187 | $30.5M |
| Swiss National Bank | 0.02% | Reduce -0.7% | 777,600 | $28.8M |
| Energy Income Partners, LLC | 0.55% | New | 726,500 | $26.9M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 675,829 | $25.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -5.0% | 645,285 | $23.9M |
| California State Teachers Retirement System | 0.03% | Add +11.8% | 610,667 | $22.6M |
| Aviva PLC | 0.07% | Add +287.2% | 588,842 | $21.8M |
| Gabelli Funds LLC | 0.16% | Add +11.6% | 559,950 | $20.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +4.8% | 558,821 | $20.7M |
| GW&K Investment Management, LLC | 0.18% | Add +219589.2% | 549,223 | $20.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.13% | Add +9.7% | 503,328 | $18.6M |
| UBS Group AG | 0.01% | Reduce -59.1% | 501,323 | $18.6M |
| Public Employees Retirement Association of Colorado | 0.08% | Reduce -0.8% | 478,273 | $17.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.8% | 473,252 | $17.5M |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 429,938 | $15.9M |
| Thematics Asset Management | 0.66% | Reduce -25.4% | 426,726 | $15.8M |
| Wells Fargo & Company | 0.00% | Add +19.7% | 420,561 | $15.6M |
| Credit Suisse AG/ | 0.01% | Add +1.1% | 402,188 | $14.9M |
| New York State Common Retirement Fund | 0.02% | Reduce -4.9% | 392,968 | $14.6M |
| Royal Bank of Canada | 0.00% | Add +8.3% | 382,546 | $14.2M |
| Aberdeen Group plc | 0.03% | Reduce -6.3% | 375,617 | $13.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -19.9% | 375,768 | $13.9M |
| Barclays PLC | 0.01% | Reduce -16.8% | 368,086 | $13.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -21.5% | 367,770 | $13.6M |
| Natixis | 0.07% | Reduce -23.5% | 359,945 | $13.3M |
| Retirement Systems of Alabama | 0.05% | Add +0.3% | 359,840 | $13.3M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -54.3% | 359,539 | $13.3M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +0.7% | 354,731 | $13.0M |
| Korea Investment CORP | 0.03% | Reduce -42.5% | 338,750 | $12.6M |
| American International Group, Inc. | 0.04% | Reduce -1.9% | 332,823 | $12.3M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +2.6% | 275,405 | $12.0M |
| New York State Teachers Retirement System | 0.02% | Add +0.5% | 320,500 | $11.9M |
| Cambiar Investors LLC | 0.43% | Add +2.0% | 309,474 | $11.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +231.2% | 306,588 | $11.4M |
| Candriam S.C.A. | 0.07% | Add +16.9% | 286,102 | $10.6M |
| Swedbank AB | 0.01% | Add +40.6% | 276,656 | $10.3M |
| LPL Financial LLC | 0.01% | Add +4.7% | 271,266 | $10.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.4% | 268,251 | $9.9M |
| CBRE Investment Management Listed Real Assets LLC | 0.18% | Add +155.3% | 259,126 | $9.6M |
| NFJ Investment Group, LLC | 0.26% | Reduce -2.1% | 255,167 | $9.5M |
| Magellan Asset Management Ltd | 0.08% | Add +12.2% | 224,231 | $8.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +5.7% | 223,310 | $8.3M |
| Danske Bank A/S | 0.03% | — | 221,906 | $8.2M |
| Texas Permanent School Fund Corp. | 0.06% | Add +1.4% | 220,054 | $8.2M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +21.7% | 218,001 | $8.1M |
| Maryland State Retirement & Pension System | 0.16% | Add +1.5% | 233,017 | $8.0M |
| Boston Trust Walden Corp | 0.05% | Add +1.2% | 200,612 | $7.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -12.2% | 194,097 | $7.2M |
| First Manhattan Co. Llc. | 0.02% | Reduce -0.1% | 194,043 | $7.2M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.73% | Add +3.7% | 193,838 | $7.2M |
| Gotham Asset Management | 0.11% | Add +21.0% | 191,562 | $7.1M |
| Impax Asset Management Group plc | 0.03% | Reduce -14.1% | 189,482 | $7.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.2% | 188,522 | $7.0M |
| Victory Capital Management Inc. | 0.01% | Reduce -28.9% | 182,819 | $6.8M |
| Hennessy Advisors Inc. | 0.27% | Reduce -3.8% | 175,300 | $6.5M |
| Susquehanna Fundamental Investments, LLC | 0.28% | New | 159,863 | $5.9M |
| Wills Financial Group, Inc. | 2.79% | Add +0.4% | 159,595 | $5.9M |
| AQR Capital Management | 0.01% | Reduce -34.1% | 156,989 | $5.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +24.7% | 152,120 | $5.6M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -3.4% | 149,813 | $5.6M |
| CoreCommodity Management, LLC | 1.95% | Add +12.8% | 147,555 | $5.5M |
| Stifel Financial Corp. | 0.01% | Reduce -20.8% | 141,118 | $5.2M |
| AXA S.A. | 0.02% | Add +19.5% | 140,959 | $5.2M |
"% of holder's portfolio" is WTRG's weight in each manager's 13F, not the share of Essential Utilities Inc. the manager owns.