Essential UtilitiesWTRG
13F holders, Q4 2024 (December 31)622holders −7
43new positions
64sold out
5famous investors
$36.30avg. 13F price*
At the end of Q4 2024, 622 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings, down 7 from Q3 2024. 43 opened new positions and 64 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Group Inc. ($1.1B) and Canada Pension Plan Investment Board ($786.7M). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $78.8M |
| Exits | 64 | $75.6M |
All 13F filers, Q3 2024 → Q4 2024: 16,398,080 shares bought and 10,996,308 shares sold, net +5,401,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 622 holders
| BlackRock, Inc. | 0.02% | Add +5.9% | 32,999,066 | $1.2B |
| Vanguard Group Inc. | 0.02% | Add +8.1% | 30,061,135 | $1.1B |
| Canada Pension Plan Investment Board | 0.75% | No change | 21,661,095 | $786.7M |
| State Street Corp. | 0.02% | Add +4.5% | 13,022,430 | $473.0M |
| Nordea Investment Management AB | 0.26% | Add +16.7% | 6,811,851 | $247.1M |
| Amundi | 0.09% | Reduce -13.1% | 6,802,951 | $244.6M |
| Pictet Asset Management Holding SA | 0.26% | Add +31.1% | 6,726,215 | $244.3M |
| Geode Capital Management, LLC | 0.01% | Add +0.3% | 4,317,312 | $156.5M |
| Invesco Ltd. | 0.02% | Add +6.8% | 3,690,116 | $134.0M |
| Northern Trust Corp. | 0.02% | Add +22.0% | 3,331,090 | $121.0M |
| Morgan Stanley | 0.01% | Reduce -0.3% | 3,256,486 | $118.3M |
| First Trust Advisors LP | 0.10% | Reduce -0.1% | 3,241,389 | $117.7M |
| Legal & General Group Plc | 0.03% | Reduce -0.6% | 3,215,695 | $116.8M |
| Norges Bank | 0.01% | Add +2.7% | 2,824,903 | $102.6M |
| Bank of New York Mellon Corp | 0.02% | Add +6.9% | 2,731,011 | $99.2M |
| Macquarie Group Ltd. | 0.11% | Reduce -4.9% | 2,486,280 | $90.3M |
| Duff & Phelps Investment Management Co. | 1.05% | Reduce -4.8% | 2,410,529 | $87.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +8.9% | 2,346,671 | $85.2M |
| Boston Trust Walden Corp | 0.54% | Add +8.4% | 2,126,907 | $77.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +10.7% | 2,071,868 | $75.3M |
| CBRE Investment Management Listed Real Assets LLC | 1.32% | Add +42.6% | 2,043,011 | $74.2M |
| Tandem Investment Advisors, Inc. | 2.79% | Reduce -0.4% | 2,026,707 | $73.6M |
| Allianz Asset Management GmbH | 0.10% | Add +51.3% | 1,935,818 | $70.3M |
| FIL Ltd | 0.06% | Reduce -3.7% | 1,888,737 | $68.6M |
| Empower Advisory Group, LLC | 0.20% | Add +4.7% | 1,660,038 | $60.3M |
| FMR LLC | 0.00% | Reduce -39.5% | 1,621,203 | $58.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.8% | 1,601,633 | $58.2M |
| Ensign Peak Advisors, Inc | 0.10% | Add +74.6% | 1,593,053 | $57.9M |
| UBS Group AG | 0.01% | Add +87.7% | 1,484,797 | $53.9M |
| Cohen & Steers, Inc. | 0.10% | New | 1,441,490 | $52.4M |
| Epoch Investment Partners, Inc. | 0.21% | Add +2.8% | 1,196,946 | $43.5M |
| California Public Employees Retirement System | 0.03% | Reduce -2.6% | 1,047,706 | $38.1M |
| Franklin Resources Inc. | 0.01% | Add +4.9% | 1,046,443 | $38.0M |
| AEGON ASSET MANAGEMENT UK Plc | 0.47% | Reduce -6.1% | 984,643 | $35.8M |
| California State Teachers Retirement System | 0.04% | Add +12.4% | 953,574 | $34.6M |
| ProShare Advisors LLC | 0.07% | Add +8.5% | 873,797 | $31.7M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -3.1% | 802,660 | $29.2M |
| Rhumbline Advisers | 0.03% | Reduce -4.8% | 800,784 | $29.1M |
| Bank of America Corp. | 0.00% | Reduce -26.7% | 747,537 | $27.2M |
| Swiss National Bank | 0.02% | Reduce -4.5% | 734,500 | $26.7M |
| GW&K Investment Management, LLC | 0.22% | Reduce -3.3% | 725,797 | $26.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.5% | 725,481 | $26.3M |
| Aviva PLC | 0.07% | Reduce -1.8% | 715,212 | $26.0M |
| Deutsche Bank AG | 0.01% | Reduce -15.1% | 702,130 | $25.5M |
| Energy Income Partners, LLC | 0.52% | Reduce -6.9% | 695,863 | $25.3M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -8.9% | 595,235 | $21.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -39.0% | 582,189 | $21.1M |
| Wells Fargo & Company | 0.01% | Add +7.3% | 565,983 | $20.6M |
| Raiffeisen Bank International AG | 0.31% | — | 564,212 | $20.4M |
| Gabelli Funds LLC | 0.15% | No change | 551,350 | $20.0M |
| New York State Common Retirement Fund | 0.03% | Reduce -0.3% | 543,404 | $19.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -0.6% | 507,010 | $18.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Reduce -0.1% | 479,238 | $17.4M |
| Barclays PLC | 0.01% | Add +25.8% | 442,767 | $16.1M |
| Thematics Asset Management | 0.70% | No change | 442,726 | $16.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.1% | 423,864 | $15.4M |
| Verition Fund Management LLC | 0.08% | Add +69.5% | 402,171 | $14.6M |
| Public Employees Retirement Association of Colorado | 0.06% | Reduce -16.6% | 396,797 | $14.4M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +2.5% | 391,670 | $14.2M |
| Royal Bank of Canada | 0.00% | Reduce -4.8% | 389,087 | $14.1M |
| Deprince Race & Zollo Inc. | 0.27% | Reduce -0.2% | 368,579 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.4% | 360,398 | $13.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +233.5% | 353,672 | $12.8M |
| Retirement Systems of Alabama | 0.05% | Add +0.4% | 351,291 | $12.8M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 353,836 | $12.7M |
| Candriam S.C.A. | 0.07% | Reduce -2.5% | 348,481 | $12.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -14.5% | 343,356 | $12.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +5.5% | 338,874 | $12.3M |
| Swedbank AB | 0.01% | Add +4.6% | 295,451 | $10.7M |
| LPL Financial LLC | 0.00% | Add +3.9% | 288,469 | $10.5M |
| Stifel Financial Corp. | 0.01% | Add +109.5% | 287,817 | $10.5M |
| Corebridge Financial, Inc. | 0.06% | Reduce -4.0% | 285,865 | $10.4M |
| New York State Teachers Retirement System | 0.02% | Reduce -3.7% | 283,791 | $10.3M |
| John G Ullman & Associates Inc. | 1.51% | Add +33.0% | 282,050 | $10.2M |
| Cambiar Investors LLC | 0.39% | Reduce -12.2% | 268,353 | $9.7M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 268,303 | $9.7M |
| Point72 Asset Management | 0.03% | Reduce -67.7% | 258,013 | $9.4M |
| AQR Capital Management | 0.01% | Reduce -19.1% | 246,582 | $9.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 241,041 | $8.8M |
| Jones Financial Companies LLLP | 0.01% | Add +31.3% | 240,233 | $8.7M |
| Nomura Asset Management Co. Ltd. | 0.03% | Reduce -2.2% | 239,601 | $8.7M |
| Greenland Capital Management LP | 1.68% | Add +15.7% | 228,920 | $8.3M |
| KLP Kapitalforvaltning As | 0.04% | — | 224,200 | $8.1M |
| Maryland State Retirement & Pension System | 0.17% | Reduce -1.8% | 222,769 | $8.1M |
| Danske Bank A/S | 0.02% | Add +6.2% | 219,006 | $8.0M |
| APG Asset Management N.V. | 0.02% | Add +353.9% | 219,910 | $7.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.4% | 208,710 | $7.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | — | 206,805 | $7.5M |
| Magellan Asset Management Ltd | 0.08% | Reduce -15.3% | 205,156 | $7.5M |
| Raymond James Financial Inc. | 0.00% | — | 203,264 | $7.4M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.77% | Add +0.9% | 201,926 | $7.3M |
| NFJ Investment Group, LLC | 0.22% | Reduce -5.4% | 191,051 | $6.9M |
| Abn Amro Investment Solutions | 0.13% | Add +10.5% | 189,373 | $6.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -1.5% | 187,062 | $6.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.2% | 181,905 | $6.6M |
| Storebrand Asset Management As | 0.02% | Reduce -0.2% | 181,357 | $6.6M |
| First Manhattan Co. Llc. | 0.02% | Reduce -2.0% | 179,893 | $6.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce 0.0% | 179,341 | $6.5M |
| TD Asset Management Inc | 0.01% | Add +9.9% | 176,518 | $6.4M |
| Gotham Asset Management | 0.06% | Reduce -8.3% | 175,920 | $6.4M |
"% of holder's portfolio" is WTRG's weight in each manager's 13F, not the share of Essential Utilities Inc. the manager owns.