Essential UtilitiesWTRG
13F holders, Q1 2025 (March 31)678holders +56
100new positions
44sold out
6famous investors
$39.53avg. 13F price*
At the end of Q1 2025, 678 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings, up 56 from Q4 2024. 100 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Group Inc. ($1.2B) and Canada Pension Plan Investment Board ($856.3M). 6 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Essential Utilities Inc.
- CUSIP
- 29670G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $208.6M |
| Exits | 44 | $50.4M |
All 13F filers, Q4 2024 → Q1 2025: 13,683,415 shares bought and 8,973,534 shares sold, net +4,709,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 678 holders
| BlackRock, Inc. | 0.03% | Reduce -1.0% | 32,680,971 | $1.3B |
| Vanguard Group Inc. | 0.02% | Reduce -1.2% | 29,713,646 | $1.2B |
| Canada Pension Plan Investment Board | 0.83% | No change | 21,661,095 | $856.3M |
| State Street Corp. | 0.02% | Add +0.9% | 13,146,141 | $519.7M |
| Nordea Investment Management AB | 0.31% | Add +8.2% | 7,368,205 | $291.9M |
| Pictet Asset Management Holding SA | 0.29% | Reduce -2.9% | 6,532,599 | $258.2M |
| Amundi | 0.08% | Reduce -19.3% | 5,490,062 | $218.5M |
| Geode Capital Management, LLC | 0.01% | Add +5.7% | 4,561,213 | $179.9M |
| First Trust Advisors LP | 0.15% | Add +28.3% | 4,158,001 | $164.4M |
| Invesco Ltd. | 0.03% | Reduce -4.6% | 3,519,548 | $139.1M |
| Legal & General Group Plc | 0.04% | Add +4.3% | 3,352,650 | $132.5M |
| Morgan Stanley | 0.01% | Reduce -0.5% | 3,241,771 | $128.1M |
| Northern Trust Corp. | 0.02% | Reduce -3.4% | 3,218,314 | $127.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.2% | 2,672,007 | $105.6M |
| Boston Trust Walden Corp | 0.72% | Add +16.4% | 2,476,811 | $97.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +3.9% | 2,438,783 | $96.4M |
| FIL Ltd | 0.09% | Add +28.2% | 2,422,185 | $95.7M |
| Duff & Phelps Investment Management Co. | 1.12% | Add +0.1% | 2,413,764 | $95.4M |
| Maple-Brown Abbott Ltd | 6.43% | New | 2,384,087 | $94.3M |
| Macquarie Group Ltd. | 0.12% | Reduce -5.9% | 2,339,698 | $92.5M |
| Norges Bank | 0.01% | Reduce -20.9% | 2,233,565 | $88.3M |
| CBRE Investment Management Listed Real Assets LLC | 1.32% | Add +6.1% | 2,166,797 | $85.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.5% | 2,103,777 | $83.2M |
| Tandem Investment Advisors, Inc. | 2.82% | Add +0.9% | 2,045,060 | $80.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +16.4% | 1,864,237 | $73.7M |
| Empower Advisory Group, LLC | 0.22% | Add +1.5% | 1,685,205 | $66.6M |
| Ensign Peak Advisors, Inc | 0.13% | Add +5.0% | 1,672,094 | $66.1M |
| Allianz Asset Management GmbH | 0.10% | Reduce -15.9% | 1,628,850 | $64.4M |
| UBS Group AG | 0.01% | Add +9.6% | 1,626,672 | $64.3M |
| Cohen & Steers, Inc. | 0.11% | Add +3.1% | 1,485,550 | $58.7M |
| Epoch Investment Partners, Inc. | 0.24% | Reduce -1.6% | 1,177,943 | $46.6M |
| California Public Employees Retirement System | 0.03% | Add +6.3% | 1,113,450 | $44.0M |
| Franklin Resources Inc. | 0.01% | Add +0.5% | 1,051,548 | $41.6M |
| Point72 Asset Management | 0.12% | Add +299.8% | 1,031,641 | $40.8M |
| JPMorgan Chase & Co. | 0.00% | Add +68.4% | 980,533 | $38.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +122.7% | 943,797 | $37.3M |
| Aventail Capital Group, LP | 1.84% | New | 942,298 | $37.2M |
| California State Teachers Retirement System | 0.05% | Reduce -1.2% | 941,809 | $37.2M |
| ProShare Advisors LLC | 0.08% | Add +6.9% | 933,920 | $36.9M |
| Rhumbline Advisers | 0.03% | Add +6.3% | 851,116 | $33.6M |
| Aviva PLC | 0.08% | Add +17.3% | 839,152 | $33.2M |
| Bank of America Corp. | 0.00% | Add +3.2% | 771,625 | $30.5M |
| AEGON ASSET MANAGEMENT UK Plc | 0.44% | Reduce -22.8% | 760,653 | $30.1M |
| Swiss National Bank | 0.02% | Add +0.2% | 735,700 | $29.1M |
| GW&K Investment Management, LLC | 0.27% | Add +0.7% | 730,702 | $28.9M |
| Energy Income Partners, LLC | 0.55% | Add +3.6% | 720,884 | $28.5M |
| Deutsche Bank AG | 0.01% | Add +1.6% | 713,737 | $28.2M |
| Principal Financial Group Inc. | 0.02% | Reduce -2.6% | 706,302 | $27.9M |
| Nuveen, LLC | 0.01% | — | 645,726 | $25.5M |
| New York State Common Retirement Fund | 0.03% | Add +3.7% | 563,272 | $22.3M |
| Gabelli Funds LLC | 0.17% | No change | 551,350 | $21.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +5.9% | 536,718 | $21.2M |
| Wells Fargo & Company | 0.01% | Reduce -7.7% | 522,524 | $20.7M |
| Verition Fund Management LLC | 0.12% | Add +25.9% | 506,386 | $20.0M |
| Royal Bank of Canada | 0.00% | Add +28.2% | 498,669 | $19.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Add +0.8% | 483,290 | $19.1M |
| Thematics Asset Management | 0.89% | No change | 442,726 | $17.5M |
| Public Employees Retirement Association of Colorado | 0.07% | No change | 396,797 | $15.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +9.6% | 387,502 | $15.3M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -1.7% | 384,863 | $15.2M |
| Deprince Race & Zollo Inc. | 0.31% | Add +1.9% | 375,581 | $14.8M |
| Swedbank AB | 0.02% | Add +24.7% | 368,485 | $14.6M |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 366,945 | $14.5M |
| Retirement Systems of Alabama | 0.05% | Add +0.1% | 351,596 | $13.9M |
| DekaBank Deutsche Girozentrale | 0.03% | Add +0.3% | 354,731 | $13.7M |
| Barclays PLC | 0.01% | Reduce -22.8% | 341,737 | $13.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.4% | 338,582 | $13.4M |
| Raymond James Financial Inc. | 0.01% | Add +64.3% | 333,965 | $13.2M |
| Candriam S.C.A. | 0.08% | Reduce -4.3% | 333,404 | $13.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Reduce -1.9% | 332,340 | $13.1M |
| FMR LLC | 0.00% | Reduce -80.2% | 321,228 | $12.7M |
| Jones Financial Companies LLLP | 0.01% | Add +32.0% | 317,187 | $12.5M |
| Citadel Advisors | 0.01% | Add +19222.6% | 305,297 | $12.1M |
| LPL Financial LLC | 0.00% | Add +2.4% | 295,308 | $11.7M |
| Stifel Financial Corp. | 0.01% | Add +2.4% | 294,766 | $11.7M |
| Meiji Yasuda Asset Management Co Ltd. | 0.45% | Add +1924.2% | 285,309 | $11.3M |
| Corebridge Financial, Inc. | 0.06% | Reduce -2.4% | 279,048 | $11.0M |
| Jane Street Group, LLC | 0.02% | Add +352.3% | 270,599 | $10.7M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 268,303 | $10.6M |
| John G Ullman & Associates Inc. | 1.59% | Reduce -7.5% | 260,902 | $10.3M |
| SG Americas Securities, LLC | 0.03% | New | 253,737 | $10.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -11.3% | 251,591 | $9.9M |
| Cambiar Investors LLC | 0.41% | Reduce -8.9% | 244,329 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.2% | 243,967 | $9.6M |
| KLP Kapitalforvaltning As | 0.05% | Add +6.7% | 239,300 | $9.5M |
| Abn Amro Investment Solutions | 0.20% | Add +24.7% | 236,228 | $9.3M |
| Maryland State Retirement & Pension System | 0.21% | Add +1.5% | 226,027 | $8.9M |
| Citigroup Inc. | 0.01% | Add +177.8% | 223,491 | $8.8M |
| ExodusPoint Capital Management, LP | 0.12% | New | 222,899 | $8.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +4.0% | 215,001 | $8.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +18.7% | 212,871 | $8.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +11.0% | 207,565 | $8.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.6% | 207,424 | $8.2M |
| Danske Bank A/S | 0.02% | Reduce -8.3% | 200,806 | $7.9M |
| Magellan Asset Management Ltd | 0.10% | Reduce -2.3% | 200,429 | $7.9M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.89% | Reduce -0.8% | 200,356 | $7.9M |
| Allworth Financial LP | 0.04% | Add +0.8% | 188,769 | $7.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.1% | 185,445 | $7.3M |
| Greenland Capital Management LP | 1.27% | Reduce -20.5% | 182,020 | $7.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 180,565 | $7.1M |
"% of holder's portfolio" is WTRG's weight in each manager's 13F, not the share of Essential Utilities Inc. the manager owns.