Essential UtilitiesWTRG
13F holders, Q3 2025 (September 30)679holders −3
79new positions
77sold out
6famous investors
$39.90avg. 13F price*
At the end of Q3 2025, 679 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings, down 3 from Q2 2025. 79 opened new positions and 77 sold out. The largest holders were BlackRock, Inc. ($1.5B), Vanguard Group Inc. ($1.2B) and State Street Corp. ($542.3M). 6 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ken Griffin (0.1% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $169.3M |
| Exits | 77 | $193.9M |
All 13F filers, Q2 2025 → Q3 2025: 25,169,684 shares bought and 15,464,151 shares sold, net +9,705,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 679 holders
| BlackRock, Inc. | 0.03% | Add +7.9% | 36,938,100 | $1.5B |
| Vanguard Group Inc. | 0.02% | Add +2.8% | 31,246,084 | $1.2B |
| State Street Corp. | 0.02% | Add +5.0% | 13,591,999 | $542.3M |
| Canada Pension Plan Investment Board | 0.33% | No change | 11,661,095 | $465.3M |
| Nordea Investment Management AB | 0.31% | Add +25.5% | 8,972,565 | $354.1M |
| Geode Capital Management, LLC | 0.01% | Add +8.0% | 5,112,768 | $203.4M |
| Amundi | 0.06% | Reduce -15.8% | 4,749,073 | $189.8M |
| First Trust Advisors LP | 0.12% | Reduce -1.2% | 4,107,047 | $163.9M |
| JPMorgan Chase & Co. | 0.01% | Add +587.6% | 4,071,929 | $162.5M |
| Invesco Ltd. | 0.02% | Add +12.2% | 3,929,549 | $156.8M |
| Pictet Asset Management Holding SA | 0.15% | Reduce -28.9% | 3,798,390 | $151.5M |
| Morgan Stanley | 0.01% | Add +10.5% | 3,667,916 | $146.3M |
| Macquarie Group Ltd. | 0.16% | Add +32.5% | 3,531,965 | $140.9M |
| Legal & General Group Plc | 0.03% | Reduce -0.1% | 3,486,729 | $139.1M |
| ANTIPODES PARTNERS Ltd | 2.87% | New | 3,211,203 | $128.1M |
| Northern Trust Corp. | 0.02% | Add +5.0% | 3,164,568 | $126.3M |
| CBRE Investment Management Listed Real Assets LLC | 1.57% | Add +16.7% | 2,754,592 | $109.9M |
| Bank of New York Mellon Corp | 0.02% | Add +1.1% | 2,709,048 | $108.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +33.0% | 2,661,704 | $106.2M |
| Boston Trust Walden Corp | 0.77% | Add +3.1% | 2,624,985 | $104.7M |
| Citadel Advisors | 0.08% | Reduce -11.1% | 2,506,973 | $100.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -16.7% | 2,376,018 | $94.8M |
| Duff & Phelps Investment Management Co. | 1.00% | Add +2.8% | 2,202,525 | $87.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.1% | 2,029,244 | $81.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +178.4% | 1,958,386 | $78.1M |
| Ensign Peak Advisors, Inc | 0.12% | Reduce -1.9% | 1,792,096 | $71.5M |
| Empower Advisory Group, LLC | 0.19% | Add +1.8% | 1,741,026 | $69.5M |
| FIL Ltd | 0.05% | Reduce -1.6% | 1,729,184 | $69.0M |
| AQR Capital Management | 0.04% | Add +121.8% | 1,591,706 | $62.7M |
| Allianz Asset Management GmbH | 0.08% | Reduce -7.0% | 1,531,560 | $61.1M |
| UBS Group AG | 0.01% | Reduce -13.6% | 1,342,479 | $53.6M |
| Epoch Investment Partners, Inc. | 0.26% | Reduce -0.6% | 1,177,961 | $47.0M |
| Franklin Resources Inc. | 0.01% | Add +2.1% | 1,174,750 | $46.9M |
| FMR LLC | 0.00% | Reduce -0.5% | 1,000,908 | $39.9M |
| ProShare Advisors LLC | 0.08% | Add +16.4% | 966,685 | $38.6M |
| Tandem Investment Advisors, Inc. | 1.29% | Reduce -54.2% | 948,863 | $37.9M |
| Wells Fargo & Company | 0.01% | Add +50.5% | 920,502 | $36.7M |
| Gotham Asset Management | 0.16% | Add +168.1% | 907,809 | $36.2M |
| AEGON ASSET MANAGEMENT UK Plc | 0.42% | Reduce -0.5% | 896,001 | $35.8M |
| California Public Employees Retirement System | 0.02% | Reduce -11.3% | 889,608 | $35.5M |
| California State Teachers Retirement System | 0.04% | Add +10.1% | 886,470 | $35.4M |
| Rhumbline Advisers | 0.03% | Add +0.4% | 876,434 | $35.0M |
| Bank of America Corp. | 0.00% | Reduce -36.0% | 855,101 | $34.1M |
| GW&K Investment Management, LLC | 0.29% | Add +14.4% | 819,249 | $32.7M |
| Swiss National Bank | 0.02% | Add +2.0% | 808,100 | $32.2M |
| Royal Bank of Canada | 0.01% | Reduce -8.7% | 783,452 | $31.3M |
| Energy Income Partners, LLC | 0.56% | Add +6.4% | 727,103 | $29.0M |
| Barclays PLC | 0.01% | Add +90.0% | 645,515 | $25.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.6% | 625,443 | $25.0M |
| Deutsche Bank AG | 0.01% | Add +2.1% | 586,430 | $23.4M |
| Gabelli Funds LLC | 0.16% | Add +6.0% | 578,350 | $23.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +5.8% | 575,524 | $23.0M |
| New York State Common Retirement Fund | 0.03% | Reduce -0.2% | 568,995 | $22.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Add +2.6% | 560,615 | $22.4M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +41.4% | 563,339 | $22.0M |
| Nuveen, LLC | 0.01% | Add +0.7% | 541,499 | $21.6M |
| Flputnam Investment Management Co. | 0.31% | Add +14.3% | 514,296 | $20.5M |
| Beck Bode, LLC | 3.17% | Add +1.0% | 491,864 | $19.6M |
| Alliancebernstein L.P. | 0.01% | Add +44.5% | 491,352 | $19.6M |
| John G Ullman & Associates Inc. | 2.50% | Add +74.8% | 464,925 | $18.6M |
| Aventail Capital Group, LP | 0.86% | Add +9.9% | 454,461 | $18.1M |
| Aviva PLC | 0.03% | Add +14.1% | 432,629 | $17.3M |
| Jones Financial Companies LLLP | 0.01% | Add +16.5% | 437,824 | $17.1M |
| Thematics Asset Management | 0.75% | No change | 412,726 | $16.5M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +120.9% | 401,370 | $16.0M |
| Susquehanna Portfolio Strategies, LLC | 0.25% | Add +76.5% | 398,990 | $15.9M |
| Ameriprise Financial Inc. | 0.00% | Add +5.5% | 398,580 | $15.9M |
| Public Employees Retirement Association of Colorado | 0.06% | No change | 396,797 | $15.8M |
| Swedbank AB | 0.02% | Add +0.4% | 373,631 | $14.9M |
| Deprince Race & Zollo Inc. | 0.30% | Add +0.1% | 369,606 | $14.7M |
| Heartland Advisors Inc. | 0.78% | New | 367,662 | $14.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +74.0% | 346,600 | $13.8M |
| LPL Financial LLC | 0.00% | Add +22.0% | 345,785 | $13.8M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 353,836 | $13.7M |
| Retirement Systems of Alabama | 0.04% | Reduce -5.6% | 339,104 | $13.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +48.4% | 329,121 | $13.1M |
| Candriam S.C.A. | 0.07% | Reduce -3.9% | 309,405 | $12.3M |
| Raymond James Financial Inc. | 0.00% | Add +1.5% | 306,775 | $12.2M |
| Renaissance Technologies | 0.02% | Add +130.5% | 305,317 | $12.2M |
| Greenland Capital Management LP | 1.90% | Reduce -36.6% | 295,100 | $11.8M |
| Stifel Financial Corp. | 0.01% | Add +0.4% | 286,868 | $11.4M |
| Korea Investment CORP | 0.02% | Add +107.8% | 281,248 | $11.2M |
| New York State Teachers Retirement System | 0.02% | Add +0.3% | 276,718 | $11.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +1.1% | 274,007 | $10.9M |
| Maryland State Retirement & Pension System | 0.23% | Add +11.2% | 273,383 | $10.9M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +726.2% | 272,680 | $10.9M |
| SummitTX Capital, L.P. | 0.44% | Add +100.6% | 265,394 | $10.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.50% | Add +0.5% | 262,017 | $10.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +10.0% | 262,070 | $10.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +21.1% | 257,585 | $10.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -28.7% | 254,549 | $10.2M |
| KLP Kapitalforvaltning As | 0.04% | Add +0.6% | 240,900 | $9.6M |
| Van Eck Associates Corp. | 0.01% | Add +42.7% | 238,856 | $9.5M |
| Synergy Asset Management, LLC | 0.33% | Add +351.4% | 234,179 | $9.1M |
| Rakuten Investment Management, Inc. | 0.03% | — | 11,549 | $9.0M |
| Cetera Investment Advisers | 0.01% | Add +320.2% | 225,602 | $9.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.5% | 219,055 | $8.7M |
| Ostrum Asset Management | 0.39% | Add +228.8% | 216,190 | $8.6M |
| Assenagon Asset Management S.A. | 0.01% | Add +40.2% | 215,240 | $8.6M |
| Magellan Asset Management Ltd | 0.10% | Add +7.4% | 214,023 | $8.5M |
"% of holder's portfolio" is WTRG's weight in each manager's 13F, not the share of Essential Utilities Inc. the manager owns.