Essential UtilitiesWTRG
13F holders, Q4 2025 (December 31)695holders +16
77new positions
83sold out
6famous investors
$38.36avg. 13F price*
At the end of Q4 2025, 695 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings, up 16 from Q3 2025. 77 opened new positions and 83 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Group Inc. ($1.2B) and State Street Corp. ($530.6M). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $213.3M |
| Exits | 83 | $152.5M |
All 13F filers, Q3 2025 → Q4 2025: 21,840,206 shares bought and 32,278,593 shares sold, net −10,438,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 695 holders
| BlackRock, Inc. | 0.02% | Reduce -7.0% | 34,344,919 | $1.3B |
| Vanguard Group Inc. | 0.02% | Reduce -1.0% | 30,935,627 | $1.2B |
| State Street Corp. | 0.02% | Add +1.8% | 13,833,175 | $530.6M |
| Nordea Investment Management AB | 0.25% | Reduce -15.0% | 7,625,755 | $292.9M |
| Amundi | 0.07% | Add +33.4% | 6,335,695 | $243.0M |
| Geode Capital Management, LLC | 0.01% | Add +2.4% | 5,233,715 | $200.2M |
| Pictet Asset Management Holding SA | 0.17% | Add +19.5% | 4,539,977 | $174.2M |
| Legal & General Group Plc | 0.04% | Add +19.0% | 4,149,063 | $159.2M |
| First Trust Advisors LP | 0.12% | Add +0.9% | 4,142,709 | $158.9M |
| Norges Bank | 0.02% | — | 4,019,193 | $154.2M |
| Invesco Ltd. | 0.01% | Add +0.8% | 3,962,841 | $152.0M |
| Nomura Asset Management International Inc. | 0.23% | — | 3,940,005 | $151.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.2% | 3,738,180 | $143.4M |
| Morgan Stanley | 0.01% | Reduce -6.8% | 3,420,270 | $131.2M |
| ANTIPODES PARTNERS Ltd | 2.64% | Add +2.0% | 3,274,915 | $125.6M |
| Northern Trust Corp. | 0.02% | Add +2.5% | 3,243,647 | $124.4M |
| Susquehanna International Group, LLP | 0.16% | Add +9476.0% | 2,975,636 | $114.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.3% | 2,775,238 | $106.5M |
| Bank of New York Mellon Corp | 0.02% | Add +1.4% | 2,747,272 | $105.4M |
| Boston Trust Walden Corp | 0.74% | Reduce -2.5% | 2,558,690 | $98.2M |
| Jane Street Group, LLC | 0.11% | Add +45152.0% | 2,485,693 | $95.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -4.0% | 2,281,749 | $87.5M |
| Duff & Phelps Investment Management Co. | 0.95% | Reduce -0.6% | 2,188,681 | $84.0M |
| CBRE Investment Management Listed Real Assets LLC | 1.11% | Reduce -28.4% | 1,971,886 | $75.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.4% | 1,919,953 | $73.6M |
| Ensign Peak Advisors, Inc | 0.12% | Reduce -2.4% | 1,748,362 | $67.1M |
| FIL Ltd | 0.05% | Reduce -0.6% | 1,718,667 | $65.9M |
| Empower Advisory Group, LLC | 0.17% | Reduce -3.0% | 1,688,534 | $64.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -19.6% | 1,574,767 | $60.4M |
| Toronto Dominion Bank | 0.11% | Add +1651.9% | 1,551,534 | $59.5M |
| Citadel Advisors | 0.04% | Reduce -43.8% | 1,409,160 | $54.1M |
| Franklin Resources Inc. | 0.01% | Add +16.6% | 1,369,736 | $52.5M |
| Bank of America Corp. | 0.00% | Add +56.8% | 1,341,066 | $51.4M |
| Allianz Asset Management GmbH | 0.06% | Reduce -13.2% | 1,329,363 | $51.0M |
| Millennium Management | 0.04% | Add +3650.7% | 1,255,212 | $48.1M |
| Magnetar Financial LLC | 0.49% | Add +6508.4% | 1,199,090 | $46.0M |
| Epoch Investment Partners, Inc. | 0.25% | Reduce -3.5% | 1,136,823 | $43.6M |
| UBS Group AG | 0.01% | Reduce -17.7% | 1,105,002 | $42.4M |
| AQR Capital Management | 0.02% | Reduce -35.2% | 1,031,286 | $39.6M |
| AQR Arbitrage LLC | 0.98% | New | 948,884 | $36.4M |
| Gotham Asset Management | 0.13% | Add +3.8% | 942,477 | $36.2M |
| Citigroup Inc. | 0.02% | Add +804.1% | 899,141 | $34.5M |
| California State Teachers Retirement System | 0.03% | Reduce -2.8% | 861,994 | $33.1M |
| Rhumbline Advisers | 0.03% | Reduce -2.1% | 857,683 | $32.9M |
| ProShare Advisors LLC | 0.06% | Reduce -14.2% | 829,432 | $31.8M |
| GW&K Investment Management, LLC | 0.27% | Reduce -0.7% | 813,647 | $31.2M |
| AEGON ASSET MANAGEMENT UK Plc | 0.37% | Reduce -10.5% | 801,918 | $30.8M |
| California Public Employees Retirement System | 0.02% | Reduce -13.8% | 766,353 | $29.4M |
| Eurizon Capital SGR S.p.A. | 0.09% | — | 756,872 | $29.0M |
| Swiss National Bank | 0.02% | Reduce -7.6% | 747,000 | $28.7M |
| Wells Fargo & Company | 0.01% | Reduce -27.5% | 667,546 | $25.6M |
| Alliancebernstein L.P. | 0.01% | Add +33.0% | 653,396 | $25.1M |
| Deutsche Bank AG | 0.01% | Add +5.3% | 617,210 | $23.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.3% | 611,033 | $23.4M |
| Gabelli Funds LLC | 0.15% | Add +1.2% | 585,350 | $22.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -1.7% | 565,629 | $21.7M |
| Nuveen, LLC | 0.01% | Add +3.4% | 559,974 | $21.5M |
| LMR Partners LLP | 0.27% | New | 559,532 | $21.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Reduce -0.2% | 559,445 | $21.5M |
| Capitolis Liquid Global Markets LLC | 0.13% | New | 552,000 | $21.2M |
| Barclays PLC | 0.01% | Reduce -14.9% | 549,408 | $21.1M |
| Flputnam Investment Management Co. | 0.30% | Add +6.1% | 545,708 | $20.9M |
| New York State Common Retirement Fund | 0.03% | Reduce -10.2% | 510,717 | $19.6M |
| Squarepoint Ops LLC | 0.04% | New | 502,033 | $19.3M |
| Wellington Management Group LLP | 0.00% | New | 501,215 | $19.2M |
| Energy Income Partners, LLC | 0.34% | Reduce -32.4% | 491,494 | $18.9M |
| Jones Financial Companies LLLP | 0.01% | Add +4.6% | 458,050 | $17.6M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -19.5% | 453,568 | $17.4M |
| Greenland Capital Management LP | 2.69% | Add +51.9% | 448,367 | $17.2M |
| Royal Bank of Canada | 0.00% | Reduce -44.3% | 436,683 | $16.8M |
| John G Ullman & Associates Inc. | 2.07% | Reduce -12.8% | 405,450 | $15.6M |
| Ameriprise Financial Inc. | 0.00% | Add +0.9% | 402,165 | $15.5M |
| Nomura Asset Management Co. Ltd. | 0.04% | Reduce -1.4% | 395,970 | $15.2M |
| Aviva PLC | 0.03% | Reduce -10.4% | 387,540 | $14.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +52.2% | 387,412 | $14.9M |
| Kintayl Capital LP | 8.71% | New | 376,095 | $14.4M |
| Swedbank AB | 0.01% | Reduce -0.1% | 373,159 | $14.3M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 353,836 | $14.2M |
| LPL Financial LLC | 0.00% | Reduce -1.1% | 342,103 | $13.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.8% | 340,527 | $13.1M |
| Retirement Systems of Alabama | 0.04% | Add +0.1% | 339,617 | $13.0M |
| Aberdeen Group plc | 0.02% | Add +83.2% | 339,233 | $13.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -0.5% | 327,463 | $12.6M |
| Candriam S.C.A. | 0.06% | Add +2.8% | 318,034 | $12.2M |
| Raymond James Financial Inc. | 0.00% | Add +0.6% | 308,450 | $11.8M |
| New York State Teachers Retirement System | 0.02% | Add +7.2% | 296,631 | $11.4M |
| FMR LLC | 0.00% | Reduce -71.5% | 285,690 | $11.0M |
| Maryland State Retirement & Pension System | 0.22% | Add +2.4% | 279,813 | $10.7M |
| Susquehanna Portfolio Strategies, LLC | 0.16% | Reduce -30.9% | 275,909 | $10.6M |
| Stifel Financial Corp. | 0.01% | Reduce -8.1% | 263,601 | $10.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -4.3% | 262,237 | $10.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | No change | 257,585 | $10.0M |
| Meiji Yasuda Asset Management Co Ltd. | 0.46% | Reduce -4.2% | 250,923 | $9.6M |
| Assenagon Asset Management S.A. | 0.01% | Add +13.9% | 245,229 | $9.4M |
| Natixis Advisors, LLC | 0.01% | Add +15.9% | 242,414 | $9.3M |
| Cetera Investment Advisers | 0.01% | Add +7.0% | 241,422 | $9.3M |
| Van Eck Associates Corp. | 0.01% | Add +0.9% | 241,102 | $9.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.0% | 236,479 | $9.1M |
| AdvisorNet Financial, Inc | 0.48% | Add +130.1% | 232,963 | $8.9M |
| Deprince Race & Zollo Inc. | 0.17% | Reduce -37.4% | 231,228 | $8.9M |
"% of holder's portfolio" is WTRG's weight in each manager's 13F, not the share of Essential Utilities Inc. the manager owns.