Essential UtilitiesWTRG
13F holders, Q2 2025 (June 30)682holders +4
70new positions
66sold out
9famous investors
$37.17avg. 13F price*
At the end of Q2 2025, 682 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings, up 4 from Q1 2025. 70 opened new positions and 66 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Group Inc. ($1.1B) and State Street Corp. ($481.0M). 9 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Joel Greenblatt (0.1% of Gotham 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $145.7M |
| Exits | 66 | $93.3M |
All 13F filers, Q1 2025 → Q2 2025: 19,633,807 shares bought and 19,415,742 shares sold, net +218,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 682 holders
| BlackRock, Inc. | 0.02% | Add +4.7% | 34,221,385 | $1.3B |
| Vanguard Group Inc. | 0.02% | Add +2.3% | 30,407,634 | $1.1B |
| State Street Corp. | 0.02% | Reduce -1.5% | 12,950,256 | $481.0M |
| Canada Pension Plan Investment Board | 0.37% | Reduce -46.2% | 11,661,095 | $433.1M |
| Nordea Investment Management AB | 0.24% | Reduce -3.0% | 7,150,259 | $263.6M |
| Amundi | 0.08% | Add +2.7% | 5,637,022 | $219.0M |
| Pictet Asset Management Holding SA | 0.20% | Reduce -18.3% | 5,339,428 | $198.3M |
| Geode Capital Management, LLC | 0.01% | Add +3.8% | 4,734,532 | $175.3M |
| First Trust Advisors LP | 0.12% | Add +0.0% | 4,158,376 | $154.4M |
| Invesco Ltd. | 0.02% | Reduce -0.5% | 3,502,380 | $130.1M |
| Legal & General Group Plc | 0.03% | Add +4.1% | 3,488,920 | $129.6M |
| Morgan Stanley | 0.01% | Add +2.4% | 3,320,442 | $123.3M |
| Northern Trust Corp. | 0.02% | Reduce -6.4% | 3,013,141 | $111.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +17.0% | 2,852,839 | $106.0M |
| Citadel Advisors | 0.09% | Add +823.7% | 2,820,091 | $104.7M |
| Norges Bank | 0.01% | Add +23.4% | 2,755,714 | $102.3M |
| Bank of New York Mellon Corp | 0.02% | Add +0.3% | 2,679,144 | $99.5M |
| Macquarie Group Ltd. | 0.12% | Add +13.9% | 2,664,876 | $99.0M |
| Boston Trust Walden Corp | 0.67% | Add +2.8% | 2,544,883 | $94.5M |
| CBRE Investment Management Listed Real Assets LLC | 1.34% | Add +8.9% | 2,360,631 | $87.7M |
| Duff & Phelps Investment Management Co. | 0.94% | Reduce -11.2% | 2,142,795 | $79.6M |
| Tandem Investment Advisors, Inc. | 2.69% | Add +1.2% | 2,070,162 | $76.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.4% | 2,032,362 | $75.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +7.3% | 2,000,589 | $74.3M |
| Ensign Peak Advisors, Inc | 0.12% | Add +9.2% | 1,825,959 | $67.8M |
| FIL Ltd | 0.06% | Reduce -27.4% | 1,757,701 | $65.3M |
| Empower Advisory Group, LLC | 0.19% | Add +1.5% | 1,711,008 | $63.5M |
| Allianz Asset Management GmbH | 0.08% | Add +1.1% | 1,647,146 | $61.2M |
| UBS Group AG | 0.01% | Reduce -4.5% | 1,553,976 | $57.7M |
| Bank of America Corp. | 0.00% | Add +73.2% | 1,336,424 | $49.6M |
| Balyasny Asset Management L.P. | 0.11% | Add +1572.4% | 1,271,201 | $47.2M |
| Epoch Investment Partners, Inc. | 0.23% | Add +0.6% | 1,185,401 | $44.0M |
| Point72 Asset Management | 0.11% | Add +11.7% | 1,152,652 | $42.8M |
| Franklin Resources Inc. | 0.01% | Add +9.4% | 1,150,803 | $42.7M |
| FMR LLC | 0.00% | Add +213.3% | 1,006,252 | $37.4M |
| California Public Employees Retirement System | 0.02% | Reduce -9.9% | 1,003,032 | $37.3M |
| AEGON ASSET MANAGEMENT UK Plc | 0.43% | Add +18.4% | 900,380 | $33.4M |
| Rhumbline Advisers | 0.03% | Add +2.6% | 873,326 | $32.4M |
| Royal Bank of Canada | 0.01% | Add +72.0% | 857,773 | $31.9M |
| ProShare Advisors LLC | 0.06% | Reduce -11.0% | 830,786 | $30.9M |
| California State Teachers Retirement System | 0.03% | Reduce -14.5% | 804,835 | $29.9M |
| Millennium Management | 0.03% | Add +1730.9% | 795,816 | $29.6M |
| Swiss National Bank | 0.02% | Add +7.7% | 792,300 | $29.4M |
| GW&K Investment Management, LLC | 0.24% | Reduce -2.0% | 716,387 | $26.6M |
| AQR Capital Management | 0.02% | Add +851.4% | 717,716 | $26.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.5% | 703,369 | $26.1M |
| Energy Income Partners, LLC | 0.50% | Reduce -5.2% | 683,391 | $25.4M |
| Ghisallo Capital Management LLC | 0.64% | New | 642,030 | $23.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -10.0% | 635,788 | $23.6M |
| Wells Fargo & Company | 0.01% | Add +17.1% | 611,629 | $22.7M |
| Jane Street Group, LLC | 0.04% | Add +120.1% | 595,615 | $22.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -39.6% | 592,167 | $22.0M |
| Deutsche Bank AG | 0.01% | Reduce -19.5% | 574,586 | $21.3M |
| New York State Common Retirement Fund | 0.03% | Add +1.2% | 569,985 | $21.2M |
| Verition Fund Management LLC | 0.13% | Add +11.7% | 565,517 | $21.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Add +13.0% | 546,214 | $20.3M |
| Gabelli Funds LLC | 0.15% | Reduce -1.1% | 545,350 | $20.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +1.3% | 543,918 | $20.2M |
| Nuveen, LLC | 0.01% | Reduce -16.7% | 537,707 | $20.0M |
| Beck Bode, LLC | 3.06% | New | 486,990 | $18.1M |
| Greenland Capital Management LP | 2.33% | Add +155.9% | 465,810 | $17.3M |
| Flputnam Investment Management Co. | 0.29% | Add +425.8% | 449,958 | $16.7M |
| Weiss Asset Management LP | 0.30% | New | 434,672 | $16.1M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 425,000 | $15.8M |
| Aventail Capital Group, LP | 0.68% | Reduce -56.1% | 413,673 | $15.4M |
| Thematics Asset Management | 0.69% | Reduce -6.8% | 412,726 | $15.3M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +3.5% | 398,459 | $14.8M |
| Public Employees Retirement Association of Colorado | 0.06% | No change | 396,797 | $14.7M |
| Aviva PLC | 0.03% | Reduce -54.8% | 379,195 | $14.1M |
| Ameriprise Financial Inc. | 0.00% | Add +2.9% | 377,675 | $14.0M |
| Jones Financial Companies LLLP | 0.01% | Add +18.5% | 375,929 | $13.9M |
| Swedbank AB | 0.02% | Add +1.0% | 372,231 | $13.8M |
| Deprince Race & Zollo Inc. | 0.28% | Reduce -1.7% | 369,078 | $13.7M |
| Retirement Systems of Alabama | 0.05% | Add +2.2% | 359,325 | $13.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +7.4% | 356,845 | $13.3M |
| DekaBank Deutsche Girozentrale | 0.02% | Reduce -0.3% | 353,836 | $13.1M |
| Alliancebernstein L.P. | 0.00% | Add +0.4% | 339,957 | $12.6M |
| Barclays PLC | 0.01% | Reduce -0.6% | 339,664 | $12.6M |
| Gotham Asset Management | 0.08% | Add +235.1% | 338,599 | $12.6M |
| Candriam S.C.A. | 0.07% | Reduce -3.4% | 322,070 | $12.0M |
| BNP Paribas Financial Markets | 0.01% | Add +88.6% | 311,153 | $11.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.5% | 302,223 | $11.2M |
| Stifel Financial Corp. | 0.01% | Reduce -3.1% | 285,635 | $10.6M |
| LPL Financial LLC | 0.00% | Reduce -4.0% | 283,500 | $10.5M |
| New York State Teachers Retirement System | 0.02% | Add +9.7% | 275,906 | $10.2M |
| Cubist Systematic Strategies, LLC | 0.11% | New | 275,624 | $10.2M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +1.0% | 271,003 | $10.1M |
| John G Ullman & Associates Inc. | 1.47% | Add +1.9% | 266,002 | $9.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +66.5% | 265,997 | $9.9M |
| Meiji Yasuda Asset Management Co Ltd. | 0.48% | Reduce -8.6% | 260,847 | $9.7M |
| Maryland State Retirement & Pension System | 0.20% | Add +8.8% | 245,821 | $9.1M |
| KLP Kapitalforvaltning As | 0.04% | Add +0.1% | 239,500 | $8.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +14.7% | 238,155 | $8.8M |
| Janus Henderson Group PLC | 0.00% | Add +3038.6% | 233,166 | $8.7M |
| Tudor Investment Corporation | 0.06% | New | 229,143 | $8.5M |
| Susquehanna Portfolio Strategies, LLC | 0.18% | New | 226,125 | $8.4M |
| Holocene Advisors, LP | 0.02% | Add +24.4% | 223,538 | $8.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +3.2% | 221,852 | $8.2M |
| Abn Amro Investment Solutions | 0.16% | Reduce -6.7% | 220,504 | $8.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -0.1% | 212,730 | $7.9M |
"% of holder's portfolio" is WTRG's weight in each manager's 13F, not the share of Essential Utilities Inc. the manager owns.