Essential Utilities, Inc.
WTRG- Exchange
- NYSE
- Industry
- Water Supply
- SEC CIK
- 0000078128
In the last 90 days, Essential Utilities, Inc. insiders filed 0 open-market purchases and 1 sale; 702 institutions reported holding it in 13F filings for Q2 2026, worth $8.58B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Essential Utilities, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 589
- −6 vs. Q1 2021
- Shares held
- 174.3M
- +3.76M (+2.2%) vs. Q1 2021
- Total value
- $7.96B
- +$330.3M (+4.3%) vs. Q1 2021
- New holders
- 56
- 190 more added
- Sold out
- 62
- 176 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WTRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 702 | $8.58B |
| Q1 2026 | 698 | $8.72B |
| Q4 2025 | 695 | $8.66B |
| Q3 2025 | 679 | $9.07B |
| Q2 2025 | 683 | $8.20B |
| Q1 2025 | 677 | $8.79B |
| Q4 2024 | 622 | $7.90B |
| Q3 2024 | 629 | $8.09B |
| Q2 2024 | 601 | $8.01B |
| Q1 2024 | 592 | $7.90B |
| Q4 2023 | 623 | $7.63B |
| Q3 2023 | 584 | $6.85B |
| Q2 2023 | 626 | $7.63B |
| Q1 2023 | 650 | $8.33B |
| Q4 2022 | 657 | $9.21B |
| Q3 2022 | 637 | $7.82B |
| Q2 2022 | 636 | $8.55B |
| Q1 2022 | 642 | $9.19B |
| Q4 2021 | 648 | $9.44B |
| Q3 2021 | 597 | $7.96B |
| Q2 2021 | 589 | $7.96B |
| Q1 2021 | 598 | $7.74B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 25,491,228 | $1.16B | 0.03% | +233,372+0.9% | Added |
| BlackRock Inc. | 24,590,456 | $1.12B | 0.03% | −112,026−0.5% | Reduced |
| Canada Pension Plan Investment Board | 21,661,095 | $989.9M | 1.18% | 00.0% | Unchanged |
| State Street Corp | 11,827,339 | $540.5M | 0.03% | +1,086,312+10.1% | Added |
| Pictet Asset Management Ltd | 4,554,172 | $208.1M | 0.23% | +12,053+0.3% | Added |
| Impax Asset Management Group plc | 4,360,067 | $199.3M | 0.88% | +318,990+7.9% | Added |
| Norges Bank | 3,792,655 | $173.3M | 0.04% | −255,694−6.3% | Reduced |
| Invesco Ltd. | 3,265,901 | $149.3M | 0.04% | +298,670+10.1% | Added |
| Nuance Investments, LLC | 2,909,025 | $132.9M | 2.37% | +23,520+0.8% | Added |
| Northern Trust Corp | 2,821,718 | $129.0M | 0.02% | −30,732−1.1% | Reduced |
| Amundi | 2,813,032 | $128.6M | 0.09% | +2,813,032 | New |
| Geode Capital Management, LLC | 2,787,701 | $127.2M | 0.02% | +44,813+1.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,551,514 | $119.5M | 0.25% | −12,958−0.5% | Reduced |
| Bank of New York Mellon Corp | 2,505,094 | $114.5M | 0.02% | −24,351−1.0% | Reduced |
| Legal & General Group Plc | 2,492,228 | $113.9M | 0.04% | −55,021−2.2% | Reduced |
| Cohen & Steers, Inc. | 2,139,229 | $97.8M | 0.19% | +100,824+4.9% | Added |
| Jennison Associates LLC | 2,097,693 | $95.9M | 0.06% | −106,921−4.8% | Reduced |
| Franklin Resources Inc | 1,843,914 | $84.3M | 0.03% | −2170.0% | Reduced |
| Duff & Phelps Investment Management Co | 1,470,046 | $67.2M | 0.87% | −5,950−0.4% | Reduced |
| Bank of Montreal | 1,351,191 | $62.3M | 0.03% | −21,864−1.6% | Reduced |
| Morgan Stanley | 1,277,626 | $58.4M | 0.01% | −195,216−13.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,270,707 | $58.1M | 0.02% | +51,708+4.2% | Added |
| Principal Financial Group Inc | 1,247,544 | $57.0M | 0.04% | −154,992−11.1% | Reduced |
| Kames Capital plc | 1,237,101 | $56.5M | 0.80% | −167,476−11.9% | Reduced |
| FIL Ltd | 1,123,189 | $51.3M | 0.06% | +22,155+2.0% | Added |
| Storebrand Asset Management AS | 1,059,510 | $48.4M | 0.24% | +19,214+1.8% | Added |
| Dimensional Fund Advisors LP | 988,751 | $45.2M | 0.01% | +37,625+4.0% | Added |
| First Trust Advisors LP | 958,650 | $43.8M | 0.05% | +63,798+7.1% | Added |
| Tandem Investment Advisors, Inc. | 954,752 | $43.6M | 3.73% | +68,370+7.7% | Added |
| KBC Group NV | 952,773 | $43.5M | 0.16% | +30,365+3.3% | Added |
| Swiss National Bank | 950,586 | $43.4M | 0.03% | +55,286+6.2% | Added |
| UBS Asset Management Americas Inc | 933,693 | $42.7M | 0.02% | −15,416−1.6% | Reduced |
| Personal Capital Advisors Corp | 912,736 | $41.7M | 0.22% | +64,416+7.6% | Added |
| Goldman Sachs Group Inc | 738,774 | $33.8M | 0.01% | +78,323+11.9% | Added |
| New York State Common Retirement Fund | 679,878 | $31.1M | 0.03% | −34,200−4.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 656,757 | $30.0M | 0.02% | −36,615−5.3% | Reduced |
| Great West Life Assurance Co | 623,654 | $28.5M | 0.07% | +327,418+110.5% | Added |
| Rhumbline Advisers | 605,165 | $27.7M | 0.04% | −10,606−1.7% | Reduced |
| Macquarie Group Ltd | 562,251 | $25.7M | 0.02% | −26,799−4.5% | Reduced |
| JPMorgan Chase & Co | 559,781 | $25.6M | 0.00% | −119,012−17.5% | Reduced |
| Gabelli Funds LLC | 542,000 | $24.8M | 0.16% | −18,000−3.2% | Reduced |
| APG Asset Management N.V. | 611,942 | $23.6M | 0.04% | −99,379−14.0% | Reduced |
| California Public Employees Retirement System | 514,591 | $23.5M | 0.02% | −53,665−9.4% | Reduced |
| Deutsche Bank AG | 491,658 | $22.5M | 0.01% | +25,036+5.4% | Added |
| Millennium Management LLC | 485,672 | $22.2M | 0.03% | −104,958−17.8% | Reduced |
| Alliancebernstein L.P. | 481,348 | $22.0M | 0.01% | +4,992+1.0% | Added |
| Bank of America Corp | 460,306 | $21.0M | 0.00% | +86,067+23.0% | Added |
| Public Employees Retirement Association of Colorado | 459,094 | $21.0M | 0.09% | 00.0% | Unchanged |
| Credit Suisse AG | 445,693 | $20.6M | 0.02% | −37,566−7.8% | Reduced |
| California State Teachers Retirement System | 447,050 | $20.4M | 0.03% | −92,031−17.1% | Reduced |
| Cambridge Trust Co | 444,850 | $20.3M | 0.76% | +523+0.1% | Added |
| Nuveen Asset Management, LLC | 442,021 | $20.2M | 0.01% | −116,490−20.9% | Reduced |
| Parametric Portfolio Associates LLC | 427,953 | $19.6M | 0.01% | +14,961+3.6% | Added |
| Ameriprise Financial Inc | 423,351 | $19.4M | 0.01% | −572−0.1% | Reduced |
| ProShare Advisors LLC | 415,958 | $19.0M | 0.06% | +44,331+11.9% | Added |
| Raymond James & Associates | 406,078 | $18.6M | 0.02% | +56,480+16.2% | Added |
| American International Group, Inc. | 397,107 | $18.1M | 0.07% | −7,587−1.9% | Reduced |
| Price T Rowe Associates Inc | 380,449 | $17.4M | 0.00% | −7,906−2.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 354,756 | $16.2M | 0.15% | −28,900−7.5% | Reduced |
| Ceredex Value Advisors LLC | 350,131 | $16.0M | 0.18% | −390,200−52.7% | Reduced |
| NN Investment Partners Holdings N.V. | 347,066 | $15.9M | 0.08% | +344,766+14,989.8% | Added |
| Wells Fargo & Company | 317,136 | $14.5M | 0.00% | +8,812+2.9% | Added |
| Erste Asset Management GmbH | 314,050 | $14.5M | 0.29% | −30,220−8.8% | Reduced |
| Cbre Clarion Securities LLC | 315,854 | $14.4M | 0.27% | −154,531−32.9% | Reduced |
| UBS Group AG | 301,839 | $13.8M | 0.01% | −31,879−9.6% | Reduced |
| Russell Investments Group, Ltd. | 294,578 | $13.5M | 0.02% | −113,656−27.8% | Reduced |
| Retirement Systems of Alabama | 291,215 | $13.3M | 0.05% | −254−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 290,200 | $13.3M | 0.07% | +28,648+11.0% | Added |
| FMR LLC | 286,255 | $13.1M | 0.00% | −806−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 280,015 | $12.8M | 0.03% | +4,122+1.5% | Added |
| State Board of Administration of Florida Retirement System | 270,001 | $12.3M | 0.02% | +528+0.2% | Added |
| Manufacturers Life Insurance Company, The | 265,691 | $12.1M | 0.01% | +15,927+6.4% | Added |
| First Manhattan Co | 264,258 | $12.1M | 0.04% | −7,912−2.9% | Reduced |
| Royal Bank of Canada | 261,491 | $12.0M | 0.00% | +13,856+5.6% | Added |
| New York State Teachers Retirement System | 253,140 | $11.6M | 0.02% | −1,100−0.4% | Reduced |
| Beck Bode, LLC | 253,110 | $11.6M | 3.19% | +253,110 | New |
| AMP Capital Investors Ltd | 247,995 | $11.4M | 0.05% | +18,498+8.1% | Added |
| Gradient Investments LLC | 248,149 | $11.3M | 0.33% | +13,299+5.7% | Added |
| Hennessy Advisors Inc | 242,100 | $11.1M | 0.61% | −15,100−5.9% | Reduced |
| Brookfield Asset Management Inc. | 236,230 | $10.8M | 0.05% | +49,800+26.7% | Added |
| The PNC Financial Services Group, Inc. | 218,883 | $10.0M | 0.01% | −15,572−6.6% | Reduced |
| Zimmer Partners, LP | 217,091 | $9.92M | 0.14% | −176,106−44.8% | Reduced |
| AQR Capital Management LLC | 216,091 | $9.88M | 0.02% | −129,376−37.4% | Reduced |
| Cambiar Investors LLC | 210,408 | $9.62M | 0.31% | +17,817+9.3% | Added |
| Citadel Advisors LLC | 203,370 | $9.29M | 0.01% | +115,370+131.1% | Added |
| Ensign Peak Advisors, Inc | 203,250 | $9.29M | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 198,304 | $9.06M | 0.09% | −2,264−1.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 196,800 | $8.99M | 0.10% | +31,530+19.1% | Added |
| Magellan Asset Management Ltd | 190,735 | $8.72M | 0.02% | −11,055−5.5% | Reduced |
| SEI Investments Co | 188,065 | $8.60M | 0.02% | +4,480+2.4% | Added |
| Massachusetts Financial Services Co | 183,381 | $8.38M | 0.00% | +7,614+4.3% | Added |
| Amalgamated Bank | 176,025 | $8.04M | 0.06% | +148,117+530.7% | Added |
| Victory Capital Management Inc | 170,790 | $7.80M | 0.01% | +11,817+7.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 167,242 | $7.64M | 0.89% | +1,892+1.1% | Added |
| Texas Permanent School Fund | 166,584 | $7.61M | 0.09% | −248−0.1% | Reduced |
| State of Wisconsin Investment Board | 164,369 | $7.51M | 0.02% | −13,642−7.7% | Reduced |
| Wills Financial Group, Inc. | 164,054 | $7.50M | 3.25% | −739−0.4% | Reduced |
| Janus Henderson Group PLC | 147,831 | $6.76M | 0.00% | +125,497+561.9% | Added |
| Mn Services Vermogensbeheer B.V. | 170,900 | $6.58M | 0.05% | +170,900 | New |
| Janney Montgomery Scott LLC | 136,645 | $6.25M | 0.03% | +10,794+8.6% | Added |