Essential UtilitiesWTRG
13F holders, Q2 2024 (June 30)601holders +10
58new positions
47sold out
3famous investors
$37.31avg. 13F price*
At the end of Q2 2024, 601 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings, up 10 from Q1 2024. 58 opened new positions and 47 sold out. The largest holders were BlackRock Inc. ($1.2B), Vanguard Group Inc. ($1.0B) and Canada Pension Plan Investment Board ($808.6M). 3 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $52.9M |
| Exits | 47 | $86.8M |
All 13F filers, Q1 2024 → Q2 2024: 9,858,172 shares bought and 8,518,182 shares sold, net +1,339,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 601 holders
| BlackRock Inc. | 0.03% | Reduce -0.7% | 30,827,925 | $1.2B |
| Vanguard Group Inc. | 0.02% | Reduce -0.3% | 27,821,441 | $1.0B |
| Canada Pension Plan Investment Board | 0.80% | No change | 21,661,095 | $808.6M |
| T. Rowe Price Investment Management, Inc. | 0.34% | Add +3.6% | 14,345,260 | $535.5M |
| State Street Corp. | 0.02% | Reduce -4.0% | 12,782,423 | $477.2M |
| Amundi | 0.11% | Reduce -7.4% | 7,480,837 | $278.3M |
| Nordea Investment Management AB | 0.22% | Add +47.0% | 5,036,541 | $188.6M |
| Pictet Asset Management Holding SA | 0.21% | Reduce -2.6% | 4,855,123 | $181.2M |
| Geode Capital Management, LLC | 0.01% | Add +2.3% | 4,223,520 | $157.4M |
| Invesco Ltd. | 0.03% | Add +2.5% | 4,204,616 | $157.0M |
| FMR LLC | 0.01% | Reduce -24.5% | 3,342,673 | $124.8M |
| Legal & General Group Plc | 0.03% | Reduce -1.3% | 3,269,777 | $122.1M |
| Morgan Stanley | 0.01% | Reduce -1.8% | 3,172,532 | $118.4M |
| First Trust Advisors LP | 0.12% | Add +82.2% | 3,171,256 | $118.4M |
| Northern Trust Corp. | 0.02% | Add +5.0% | 3,126,583 | $116.7M |
| Bank of New York Mellon Corp | 0.02% | Add +0.4% | 2,754,099 | $102.8M |
| Duff & Phelps Investment Management Co. | 1.16% | Reduce -13.5% | 2,430,307 | $90.7M |
| Norges Bank | 0.01% | Add +2.7% | 2,123,405 | $79.3M |
| Tandem Investment Advisors, Inc. | 3.01% | Add +0.7% | 2,023,937 | $75.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +20.5% | 2,008,448 | $75.0M |
| Macquarie Group Ltd. | 0.08% | Add +1.4% | 1,753,301 | $65.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +10.5% | 1,722,770 | $64.3M |
| Empower Advisory Group, LLC | 0.21% | Add +2.8% | 1,500,879 | $56.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +18.6% | 1,500,150 | $56.0M |
| AEGON ASSET MANAGEMENT UK Plc | 0.64% | Reduce -11.5% | 1,221,779 | $45.6M |
| Epoch Investment Partners, Inc. | 0.20% | Reduce -5.5% | 1,180,773 | $44.1M |
| FIL Ltd | 0.04% | Reduce -6.7% | 1,166,000 | $43.5M |
| California Public Employees Retirement System | 0.03% | Reduce -8.7% | 1,143,652 | $42.7M |
| Principal Financial Group Inc. | 0.02% | Reduce -9.1% | 1,017,853 | $38.0M |
| Franklin Resources Inc. | 0.01% | Reduce -0.1% | 986,972 | $36.8M |
| Deutsche Bank AG | 0.02% | Add +0.5% | 973,172 | $36.3M |
| APG Asset Management N.V. | 0.06% | Reduce -2.4% | 1,027,874 | $35.8M |
| Ensign Peak Advisors, Inc | 0.06% | Reduce -1.4% | 920,253 | $34.4M |
| Boston Trust Walden Corp | 0.25% | Add +350.3% | 903,372 | $33.7M |
| ProShare Advisors LLC | 0.09% | Add +2.5% | 881,658 | $32.9M |
| Rhumbline Advisers | 0.03% | Add +3.8% | 853,002 | $31.8M |
| Allianz Asset Management GmbH | 0.05% | Add +1883.1% | 827,768 | $30.9M |
| Energy Income Partners, LLC | 0.66% | Add +8.8% | 790,751 | $29.5M |
| Swiss National Bank | 0.02% | Reduce -1.1% | 768,900 | $28.7M |
| California State Teachers Retirement System | 0.03% | Add +24.2% | 758,443 | $28.3M |
| JPMorgan Chase & Co. | 0.00% | Add +6.1% | 716,888 | $26.8M |
| Bank of America Corp. | 0.00% | Reduce -34.6% | 700,474 | $26.1M |
| Aviva PLC | 0.07% | Add +15.6% | 680,881 | $25.4M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.5% | 642,044 | $24.0M |
| Bank of Montreal | 0.01% | Reduce -46.1% | 625,213 | $23.4M |
| GW&K Investment Management, LLC | 0.21% | Add +11.2% | 610,522 | $22.8M |
| UBS Group AG | 0.01% | Add +19.5% | 598,969 | $22.4M |
| New York State Common Retirement Fund | 0.03% | Add +43.7% | 564,758 | $21.1M |
| Gabelli Funds LLC | 0.16% | Reduce -1.1% | 553,850 | $20.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.12% | Add +0.4% | 505,438 | $18.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -14.0% | 480,592 | $17.9M |
| Public Employees Retirement Association of Colorado | 0.07% | Reduce -0.2% | 477,127 | $17.8M |
| Wells Fargo & Company | 0.00% | Add +6.5% | 447,816 | $16.7M |
| Thematics Asset Management | 0.68% | Add +3.8% | 442,726 | $16.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.9% | 426,177 | $15.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 413,067 | $15.4M |
| Royal Bank of Canada | 0.00% | Add +8.0% | 412,946 | $15.4M |
| Barclays PLC | 0.01% | Add +4.0% | 382,951 | $14.3M |
| Korea Investment CORP | 0.04% | Add +10.7% | 374,881 | $14.0M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +1.7% | 365,780 | $13.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.2% | 363,199 | $13.6M |
| Aberdeen Group plc | 0.03% | Reduce -3.8% | 361,401 | $13.5M |
| Retirement Systems of Alabama | 0.05% | Reduce -1.4% | 354,688 | $13.2M |
| DekaBank Deutsche Girozentrale | 0.02% | Reduce -2.8% | 344,848 | $12.8M |
| Candriam S.C.A. | 0.08% | Add +15.1% | 329,150 | $12.3M |
| New York State Teachers Retirement System | 0.03% | Add +0.1% | 320,786 | $12.0M |
| Corebridge Financial, Inc. | 0.07% | — | 318,296 | $11.9M |
| AMF Tjanstepension AB | 0.09% | New | 317,125 | $11.9M |
| Cambiar Investors LLC | 0.45% | Reduce -0.8% | 307,005 | $11.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -0.8% | 304,143 | $11.4M |
| LPL Financial LLC | 0.01% | Add +3.0% | 279,498 | $10.4M |
| Swedbank AB | 0.01% | Reduce -0.9% | 274,222 | $10.2M |
| CBRE Investment Management Listed Real Assets LLC | 0.19% | Add +5.7% | 273,803 | $10.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.2% | 271,515 | $10.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -2.6% | 268,303 | $10.0M |
| Gotham Asset Management | 0.13% | Add +36.8% | 262,038 | $9.8M |
| NFJ Investment Group, LLC | 0.29% | Reduce -0.3% | 254,313 | $9.5M |
| Magellan Asset Management Ltd | 0.09% | Add +10.3% | 247,377 | $9.2M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +8.8% | 237,101 | $8.9M |
| Maryland State Retirement & Pension System | 0.16% | Reduce -0.6% | 231,672 | $8.6M |
| Atom Investors LP | 0.86% | Add +84.7% | 230,999 | $8.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.8% | 217,130 | $8.1M |
| Danske Bank A/S | 0.03% | Reduce -6.8% | 206,906 | $7.7M |
| Citadel Advisors | 0.01% | Add +379.8% | 206,627 | $7.7M |
| Natixis | 0.05% | Reduce -44.6% | 199,345 | $7.4M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.76% | Add +2.8% | 199,324 | $7.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 186,360 | $7.0M |
| First Manhattan Co. Llc. | 0.02% | Reduce -4.5% | 185,215 | $6.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -8.6% | 177,320 | $6.6M |
| Hennessy Advisors Inc. | 0.25% | Add +1.1% | 177,300 | $6.6M |
| AXA S.A. | 0.02% | Add +16.5% | 164,201 | $6.1M |
| Wills Financial Group, Inc. | 2.75% | Add +0.1% | 159,781 | $6.0M |
| Holocene Advisors, LP | 0.02% | Add +87.2% | 154,953 | $5.8M |
| Verition Fund Management LLC | 0.05% | New | 154,525 | $5.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | No change | 152,120 | $5.7M |
| Storebrand Asset Management As | 0.02% | Add +31.1% | 149,685 | $5.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -61.4% | 145,015 | $5.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.3% | 144,107 | $5.4M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -3.8% | 144,077 | $5.4M |
| Amalgamated Bank | 0.04% | Add +3.2% | 141,586 | $5.3M |
"% of holder's portfolio" is WTRG's weight in each manager's 13F, not the share of Essential Utilities Inc. the manager owns.