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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 14,712 | $671.0K | 0.00% | −55,002−78.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,835 | $677.0K | 0.02% | +3,342+29.1% | Added |
| Whittier Trust Co of Nevada Inc | 14,995 | $686.0K | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 15,282 | $698.0K | 0.01% | −15,443−50.3% | Reduced |
| Advisory Services Network, LLC | 15,317 | $700.0K | 0.02% | +198+1.3% | Added |
| Standard Life Aberdeen plc | 15,369 | $702.0K | 0.00% | −3,806−19.8% | Reduced |
| Key Financial Inc | 14,319 | $703.0K | 0.39% | −122−0.8% | Reduced |
| Aviva PLC | 15,493 | $708.0K | 0.00% | +15,493 | New |
| Point72 Hong Kong Ltd | 15,586 | $712.0K | 0.05% | +15,586 | New |
| Glen Eagle Advisors, LLC | 15,710 | $717.9K | 0.22% | +735+4.9% | Added |
| Clean Yield Group | 15,726 | $719.0K | 0.27% | 00.0% | Unchanged |
| Eaton Vance Management | 15,926 | $728.0K | 0.00% | −2,004−11.2% | Reduced |
| Paloma Partners Management Co | 15,951 | $729.0K | 0.02% | −6,134−27.8% | Reduced |
| United Capital Financial Advisers, LLC | 15,961 | $729.0K | 0.00% | +1,357+9.3% | Added |
| Schroder Investment Management Group | 16,044 | $733.0K | 0.00% | −1,033−6.0% | Reduced |
| Philadelphia Trust Co | 16,145 | $738.0K | 0.05% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 16,214 | $741.0K | 0.26% | −450−2.7% | Reduced |
| Elo Mutual Pension Insurance Co | 16,541 | $756.0K | 0.03% | −269−1.6% | Reduced |
| Squarepoint Ops LLC | 16,575 | $757.0K | 0.01% | −9,438−36.3% | Reduced |
| Mitchell Sinkler & Starr | 16,610 | $759.0K | 0.69% | −324−1.9% | Reduced |
| Cordasco Financial Network | 17,071 | $780.0K | 0.54% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 17,134 | $782.1K | 0.01% | +16,052+1,483.5% | Added |
| Costello Asset Management, INC | 17,316 | $791.0K | 0.52% | −1,542−8.2% | Reduced |
| Virtue Capital Management, LLC | 17,500 | $800.0K | 0.16% | +4,564+35.3% | Added |
| Crossmark Global Holdings, Inc. | 17,603 | $804.0K | 0.02% | −147−0.8% | Reduced |
| Westpac Banking Corp | 17,600 | $804.3K | 0.01% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 17,606 | $805.0K | 0.02% | +805+4.8% | Added |
| Cetera Advisor Networks LLC | 17,650 | $807.0K | 0.01% | +3,763+27.1% | Added |
| Maryland State Retirement & Pension System | 17,068 | $810.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 17,901 | $818.0K | 0.05% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 17,945 | $820.0K | 0.35% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 18,052 | $825.0K | 0.56% | 00.0% | Unchanged |
| AE Wealth Management LLC | 19,184 | $877.0K | 0.01% | +710+3.8% | Added |
| Tower Bridge Advisors | 20,212 | $923.7K | 0.06% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 20,236 | $925.0K | 0.06% | +40.0% | Added |
| Profund Advisors LLC | 20,265 | $926.0K | 0.03% | −423−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,287 | $927.0K | 0.02% | −2,546−11.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,457 | $935.0K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 20,544 | $939.0K | 0.02% | −513−2.4% | Reduced |
| Miller Howard Investments Inc | 20,622 | $942.0K | 0.04% | +214+1.0% | Added |
| Penobscot Investment Management Company, Inc. | 20,645 | $943.0K | 0.14% | −450−2.1% | Reduced |
| Cetera Investment Advisers | 20,831 | $952.0K | 0.02% | +239+1.2% | Added |
| Bernardo Wealth Planning LLC | 21,116 | $965.0K | 0.58% | −2,047−8.8% | Reduced |
| Natixis Advisors, L.P. | 21,281 | $973.0K | 0.00% | +5,072+31.3% | Added |
| Mirova | 21,594 | $986.0K | 0.12% | +740+3.5% | Added |
| Ingalls & Snyder LLC | 21,656 | $990.0K | 0.04% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 21,895 | $1.00M | 0.16% | −419−1.9% | Reduced |
| Teza Capital Management LLC | 21,932 | $1.00M | 0.16% | +21,932 | New |
| Shell Asset Management Co | 22,038 | $1.01M | 0.02% | −16,717−43.1% | Reduced |
| Fiduciary Trust Co | 22,079 | $1.01M | 0.02% | +925+4.4% | Added |
| Liberty One Investment Management, LLC | 22,357 | $1.02M | 0.17% | +1,220+5.8% | Added |
| Whittier Trust Co | 22,508 | $1.03M | 0.02% | 00.0% | Unchanged |
| Spinnaker Trust | 22,754 | $1.04M | 0.07% | +22,754 | New |
| Prudential PLC | 22,802 | $1.04M | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 23,657 | $1.08M | 0.17% | +1,420+6.4% | Added |
| Rothschild Investment Corp | 23,705 | $1.08M | 0.09% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 23,817 | $1.09M | 0.15% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 24,075 | $1.10M | 0.13% | +3,393+16.4% | Added |
| Nissay Asset Management Corp | 24,251 | $1.11M | 0.01% | +136+0.6% | Added |
| Man Group plc | 24,398 | $1.11M | 0.00% | +1,187+5.1% | Added |
| Financial Architects, Inc | 24,613 | $1.13M | 0.16% | −24−0.1% | Reduced |
| Hoylecohen, LLC | 24,785 | $1.13M | 0.11% | −1,100−4.2% | Reduced |
| US Bancorp | 25,185 | $1.15M | 0.00% | +1,460+6.2% | Added |
| TD Asset Management Inc | 23,772 | $1.17M | 0.00% | −13,078−35.5% | Reduced |
| Rockland Trust Co | 25,813 | $1.18M | 0.08% | −250,363−90.7% | Reduced |
| Blackhill Capital Inc | 26,041 | $1.19M | 0.11% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 26,171 | $1.20M | 0.89% | −10,464−28.6% | Reduced |
| Blueshift Asset Management, LLC | 26,248 | $1.20M | 0.07% | +26,248 | New |
| Arkadios Wealth Advisors | 26,336 | $1.20M | 0.15% | +4,503+20.6% | Added |
| Xponance, Inc. | 26,447 | $1.21M | 0.02% | +3,059+13.1% | Added |
| Tortoise Capital Advisors, L.L.C. | 26,624 | $1.22M | 0.02% | +672+2.6% | Added |
| Mariner, LLC | 26,818 | $1.23M | 0.01% | −2,043−7.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $1.23M | 0.01% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 27,275 | $1.25M | 0.05% | +10.0% | Added |
| CoreCommodity Management, LLC | 27,570 | $1.26M | 0.39% | +11,923+76.2% | Added |
| Prudential Financial Inc | 27,747 | $1.27M | 0.00% | −9,300−25.1% | Reduced |
| Rodgers Brothers Inc. | 27,913 | $1.28M | 0.24% | −250−0.9% | Reduced |
| Susquehanna International Group, LLP | 28,309 | $1.29M | 0.00% | +10,720+60.9% | Added |
| TownSquare Capital, LLC | 28,285 | $1.34M | 0.04% | +348+1.2% | Added |
| D.A. Davidson & Co. | 29,972 | $1.37M | 0.02% | +2,365+8.6% | Added |
| Jane Street Group, LLC | 30,958 | $1.42M | 0.00% | −2,948−8.7% | Reduced |
| USS Investment Management Ltd | 31,012 | $1.42M | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 31,224 | $1.43M | 0.01% | −2,096−6.3% | Reduced |
| Toronto Dominion Bank | 31,453 | $1.44M | 0.00% | −34−0.1% | Reduced |
| Optimal Asset Management, Inc. | 31,955 | $1.46M | 0.17% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 32,006 | $1.46M | 0.03% | +7,329+29.7% | Added |
| Teachers Retirement System of the State of Kentucky | 32,216 | $1.47M | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 32,284 | $1.48M | 0.06% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 32,379 | $1.48M | 0.46% | 00.0% | Unchanged |
| DFPG Investments, LLC | 31,488 | $1.48M | 0.56% | +2,920+10.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 31,486 | $1.49M | 0.94% | +650+2.1% | Added |
| Modera Wealth Management, LLC | 33,780 | $1.54M | 0.08% | 00.0% | Unchanged |
| Van Eck Associates Corp | 33,943 | $1.55M | 0.00% | +488+1.5% | Added |
| Haverford Trust Co | 34,408 | $1.57M | 0.02% | +7,849+29.6% | Added |
| Pacer Advisors, Inc. | 34,588 | $1.58M | 0.02% | +10,778+45.3% | Added |
| State of Alaska, Department of Revenue | 34,745 | $1.59M | 0.02% | −226−0.6% | Reduced |
| Mercer Global Advisors Inc | 35,685 | $1.63M | 0.01% | +2,631+8.0% | Added |
| Candriam Luxembourg S.C.A. | 35,712 | $1.63M | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 36,104 | $1.65M | 0.48% | −4,502−11.1% | Reduced |
| Envestnet Asset Management Inc | 36,791 | $1.68M | 0.00% | −7,210−16.4% | Reduced |