Essential UtilitiesWTRG
13F holders, Q3 2024 (September 30)629holders +28
66new positions
43sold out
8famous investors
$38.33avg. 13F price*
At the end of Q3 2024, 629 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings, up 28 from Q2 2024. 66 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Group Inc. ($1.1B) and Canada Pension Plan Investment Board ($835.5M). 8 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Essential Utilities Inc.
- CUSIP
- 29670G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $157.6M |
| Exits | 43 | $13.8M |
All 13F filers, Q2 2024 → Q3 2024: 15,887,278 shares bought and 19,674,857 shares sold, net −3,787,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 629 holders
| BlackRock, Inc. | 0.03% | — | 31,168,058 | $1.2B |
| Vanguard Group Inc. | 0.02% | Reduce -0.0% | 27,815,879 | $1.1B |
| Canada Pension Plan Investment Board | 0.79% | No change | 21,661,095 | $835.5M |
| State Street Corp. | 0.02% | Reduce -2.5% | 12,466,249 | $480.8M |
| Amundi | 0.11% | Add +4.7% | 7,831,458 | $301.5M |
| Nordea Investment Management AB | 0.25% | Add +15.9% | 5,839,048 | $223.2M |
| Pictet Asset Management Holding SA | 0.22% | Add +5.6% | 5,128,543 | $197.8M |
| Geode Capital Management, LLC | 0.01% | Add +1.9% | 4,305,976 | $165.7M |
| Invesco Ltd. | 0.03% | Reduce -17.9% | 3,453,866 | $133.2M |
| Morgan Stanley | 0.01% | Add +2.9% | 3,264,993 | $125.9M |
| First Trust Advisors LP | 0.12% | Add +2.4% | 3,246,030 | $125.2M |
| Legal & General Group Plc | 0.03% | Reduce -1.1% | 3,233,534 | $124.7M |
| Norges Bank | 0.01% | Add +29.6% | 2,750,912 | $106.1M |
| Northern Trust Corp. | 0.02% | Reduce -12.7% | 2,730,064 | $105.3M |
| FMR LLC | 0.01% | Reduce -19.9% | 2,677,789 | $103.3M |
| Macquarie Group Ltd. | 0.11% | Add +49.1% | 2,614,135 | $100.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -7.2% | 2,555,304 | $98.6M |
| Duff & Phelps Investment Management Co. | 1.12% | Add +4.2% | 2,531,297 | $97.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +7.3% | 2,154,215 | $83.1M |
| Tandem Investment Advisors, Inc. | 2.97% | Add +0.5% | 2,034,497 | $78.5M |
| Boston Trust Walden Corp | 0.53% | Add +117.3% | 1,962,692 | $75.7M |
| FIL Ltd | 0.07% | Add +68.2% | 1,960,747 | $75.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +8.7% | 1,871,932 | $72.2M |
| Empower Advisory Group, LLC | 0.21% | Add +5.6% | 1,585,475 | $61.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.9% | 1,573,992 | $60.7M |
| CBRE Investment Management Listed Real Assets LLC | 0.88% | Add +423.4% | 1,433,096 | $55.3M |
| Allianz Asset Management GmbH | 0.08% | Add +54.6% | 1,279,682 | $49.4M |
| Millennium Management | 0.04% | New | 1,243,484 | $48.0M |
| Epoch Investment Partners, Inc. | 0.20% | Reduce -1.4% | 1,164,398 | $44.9M |
| California Public Employees Retirement System | 0.03% | Reduce -6.0% | 1,075,333 | $41.5M |
| AEGON ASSET MANAGEMENT UK Plc | 0.55% | Reduce -14.2% | 1,048,821 | $40.4M |
| Franklin Resources Inc. | 0.01% | Add +1.1% | 997,399 | $39.8M |
| Bank of America Corp. | 0.00% | Add +45.7% | 1,020,395 | $39.4M |
| JPMorgan Chase & Co. | 0.00% | Add +33.1% | 953,984 | $36.8M |
| Ensign Peak Advisors, Inc | 0.06% | Reduce -0.9% | 912,293 | $35.2M |
| California State Teachers Retirement System | 0.04% | Add +11.8% | 847,984 | $32.7M |
| Rhumbline Advisers | 0.03% | Reduce -1.4% | 840,777 | $32.4M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -94.2% | 828,566 | $32.0M |
| Deutsche Bank AG | 0.01% | Reduce -15.1% | 826,740 | $31.9M |
| ProShare Advisors LLC | 0.08% | Reduce -8.6% | 805,620 | $31.1M |
| Point72 Asset Management | 0.11% | New | 799,647 | $30.8M |
| UBS Group AG | 0.01% | Add +32.0% | 790,908 | $30.5M |
| Swiss National Bank | 0.02% | No change | 768,900 | $29.7M |
| Principal Financial Group Inc. | 0.02% | Reduce -24.6% | 767,455 | $29.6M |
| GW&K Investment Management, LLC | 0.25% | Add +22.9% | 750,353 | $28.9M |
| Energy Income Partners, LLC | 0.62% | Reduce -5.5% | 747,091 | $28.8M |
| Aviva PLC | 0.07% | Add +7.0% | 728,337 | $28.1M |
| Nuveen Asset Management, LLC | 0.01% | Add +1.8% | 653,408 | $25.2M |
| Bank of Montreal | 0.01% | Reduce -3.2% | 605,154 | $23.2M |
| Gabelli Funds LLC | 0.16% | Reduce -0.5% | 551,350 | $21.3M |
| New York State Common Retirement Fund | 0.03% | Reduce -3.5% | 544,850 | $21.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +27.6% | 543,990 | $21.0M |
| Wells Fargo & Company | 0.00% | Add +17.8% | 527,544 | $20.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +6.1% | 510,053 | $19.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.12% | Reduce -5.1% | 479,587 | $18.5M |
| Public Employees Retirement Association of Colorado | 0.07% | Reduce -0.3% | 475,935 | $18.4M |
| Thematics Asset Management | 0.68% | No change | 442,726 | $17.1M |
| Ameriprise Financial Inc. | 0.00% | Add +4.3% | 430,835 | $16.6M |
| Royal Bank of Canada | 0.00% | Reduce -1.1% | 408,476 | $15.8M |
| Alliancebernstein L.P. | 0.01% | Add +10.5% | 401,497 | $15.5M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +4.5% | 382,158 | $14.8M |
| Deprince Race & Zollo Inc. | 0.27% | Add +164.1% | 369,325 | $14.2M |
| Twinbeech Capital LP | 0.27% | New | 360,298 | $13.9M |
| Candriam S.C.A. | 0.08% | Add +8.6% | 357,445 | $13.8M |
| Barclays PLC | 0.01% | Reduce -8.1% | 352,021 | $13.6M |
| Retirement Systems of Alabama | 0.05% | Reduce -1.3% | 349,952 | $13.5M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +2.6% | 353,836 | $13.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +5.6% | 321,179 | $12.4M |
| AMF Tjanstepension AB | 0.09% | No change | 317,125 | $12.2M |
| Cambiar Investors LLC | 0.45% | Reduce -0.5% | 305,451 | $11.8M |
| AQR Capital Management | 0.02% | Add +141.6% | 304,880 | $11.7M |
| Corebridge Financial, Inc. | 0.06% | Reduce -6.5% | 297,741 | $11.5M |
| New York State Teachers Retirement System | 0.02% | Reduce -8.1% | 294,791 | $11.4M |
| Swedbank AB | 0.01% | Add +3.0% | 282,370 | $10.9M |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 277,528 | $10.7M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 268,303 | $10.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.4% | 245,878 | $9.5M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +3.3% | 244,901 | $9.4M |
| Magellan Asset Management Ltd | 0.09% | Reduce -2.1% | 242,089 | $9.3M |
| Verition Fund Management LLC | 0.07% | Add +53.6% | 237,320 | $9.2M |
| Atom Investors LP | 0.93% | Reduce -0.3% | 230,344 | $8.9M |
| Maryland State Retirement & Pension System | 0.18% | Reduce -2.0% | 226,954 | $8.8M |
| John G Ullman & Associates Inc. | 1.18% | Add +121.7% | 212,122 | $8.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.5% | 209,521 | $8.1M |
| Danske Bank A/S | 0.03% | Reduce -0.3% | 206,306 | $8.0M |
| HRT Financial LP | 0.04% | New | 204,105 | $7.9M |
| NFJ Investment Group, LLC | 0.23% | Reduce -20.6% | 201,898 | $7.8M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.76% | Add +0.4% | 200,207 | $7.7M |
| Greenland Capital Management LP | 1.39% | Add +147.4% | 197,846 | $7.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +9.5% | 194,139 | $7.5M |
| Holocene Advisors, LP | 0.03% | Add +24.6% | 193,091 | $7.4M |
| Gotham Asset Management | 0.08% | Reduce -26.8% | 191,938 | $7.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +80.1% | 189,880 | $7.3M |
| Weiss Asset Management LP | 0.27% | New | 189,286 | $7.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.2% | 184,046 | $7.1M |
| First Manhattan Co. Llc. | 0.02% | Reduce -0.9% | 183,515 | $7.1M |
| Jones Financial Companies LLLP | 0.01% | Add +43.0% | 182,942 | $7.0M |
| Storebrand Asset Management As | 0.02% | Add +21.4% | 181,745 | $7.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +17.9% | 179,349 | $6.9M |
| Natixis | 0.04% | Reduce -11.0% | 177,353 | $6.8M |
"% of holder's portfolio" is WTRG's weight in each manager's 13F, not the share of Essential Utilities Inc. the manager owns.