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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 37,229 | $1.70M | 0.03% | −20−0.1% | Reduced |
| First Personal Financial Services | 37,940 | $1.73M | 0.44% | +1,419+3.9% | Added |
| Tortoise Index Solutions, LLC | 38,176 | $1.75M | 0.37% | +7,474+24.3% | Added |
| Trillium Asset Management, LLC | 38,808 | $1.77M | 0.05% | +3,622+10.3% | Added |
| Vident Investment Advisory, LLC | 38,907 | $1.78M | 0.05% | +7,444+23.7% | Added |
| Guggenheim Capital LLC | 39,323 | $1.80M | 0.01% | −1,053−2.6% | Reduced |
| First American Bank | 40,210 | $1.84M | 0.11% | +3,059+8.2% | Added |
| Handelsbanken Fonder AB | 40,267 | $1.84M | 0.01% | −2,600−6.1% | Reduced |
| Seeyond | 40,279 | $1.84M | 0.17% | +181+0.5% | Added |
| Ledyard National Bank | 40,567 | $1.85M | 0.19% | −898−2.2% | Reduced |
| Metropolitan Life Insurance Co | 42,251 | $1.93M | 0.03% | +130.0% | Added |
| Utah Retirement Systems | 42,898 | $1.96M | 0.03% | −3,000−6.5% | Reduced |
| Federated Hermes, Inc. | 42,967 | $1.96M | 0.00% | +4,203+10.8% | Added |
| British Columbia Investment Management Corp | 43,140 | $1.97M | 0.01% | +4,937+12.9% | Added |
| Voya Investment Management LLC | 43,406 | $1.98M | 0.00% | +10,922+33.6% | Added |
| Nomura Asset Management Co Ltd | 43,990 | $2.01M | 0.01% | +520+1.2% | Added |
| Tower Research Capital LLC (TRC) | 44,942 | $2.05M | 0.05% | +33,214+283.2% | Added |
| TFG Advisers LLC | 45,785 | $2.09M | 1.01% | +116+0.3% | Added |
| New Mexico Educational Retirement Board | 46,300 | $2.12M | 0.07% | +7,200+18.4% | Added |
| Baird Financial Group, Inc. | 46,447 | $2.12M | 0.01% | −3,656−7.3% | Reduced |
| Korea Investment CORP | 47,300 | $2.16M | 0.01% | −1,800−3.7% | Reduced |
| Coastline Trust Co | 48,046 | $2.20M | 0.27% | −4,282−8.2% | Reduced |
| AlphaCrest Capital Management LLC | 48,498 | $2.22M | 0.10% | +48,498 | New |
| DnB Asset Management AS | 48,572 | $2.22M | 0.01% | −12,652−20.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 49,742 | $2.27M | 0.52% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 50,035 | $2.29M | 0.43% | +9,295+22.8% | Added |
| Jacobi Capital Management LLC | 51,337 | $2.35M | 0.31% | −510−1.0% | Reduced |
| Nisa Investment Advisors, LLC | 52,875 | $2.42M | 0.02% | −5,200−9.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53,537 | $2.45M | 0.01% | +5,608+11.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,413 | $2.49M | 0.01% | +2,120+4.1% | Added |
| HighTower Advisors, LLC | 54,848 | $2.51M | 0.01% | −37,253−40.4% | Reduced |
| State of Michigan Retirement System | 56,293 | $2.57M | 0.02% | −26,400−31.9% | Reduced |
| Addison Capital Co | 57,291 | $2.62M | 1.28% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 57,786 | $2.64M | 0.23% | +90+0.2% | Added |
| Louisiana State Employees Retirement System | 58,000 | $2.65M | 0.06% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 59,831 | $2.73M | 0.01% | −17,085−22.2% | Reduced |
| Panagora Asset Management Inc | 60,743 | $2.78M | 0.01% | −8,041−11.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 61,939 | $2.83M | 0.06% | −2,110−3.3% | Reduced |
| Radnor Capital Management, LLC | 63,270 | $2.89M | 0.98% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 64,215 | $2.94M | 1.19% | 00.0% | Unchanged |
| Arizona State Retirement System | 65,859 | $3.01M | 0.02% | −1,323−2.0% | Reduced |
| Texas Yale Capital Corp. | 67,073 | $3.06M | 0.18% | +1,925+3.0% | Added |
| Stephens Inc | 69,621 | $3.18M | 0.05% | +7,648+12.3% | Added |
| Hamilton Point Investment Advisors, LLC | 70,494 | $3.22M | 0.87% | −461−0.6% | Reduced |
| Andra AP-fonden | 71,100 | $3.25M | 0.07% | +71,100 | New |
| Redpoint Investment Management Pty Ltd | 71,463 | $3.27M | 0.27% | −16,309−18.6% | Reduced |
| Creative Planning | 72,492 | $3.31M | 0.01% | −8,979−11.0% | Reduced |
| Benedict Financial Advisors Inc | 74,874 | $3.42M | 0.95% | −30.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 75,316 | $3.44M | 0.06% | −8,810−10.5% | Reduced |
| State of Tennessee, Treasury Department | 75,308 | $3.44M | 0.01% | +40,000+113.3% | Added |
| Oregon Public Employees Retirement Fund | 76,230 | $3.48M | 0.04% | +1,880+2.5% | Added |
| LPL Financial LLC | 76,843 | $3.51M | 0.00% | +5,781+8.1% | Added |
| Employees Retirement System of Texas | 76,875 | $3.51M | 0.04% | +46,000+149.0% | Added |
| Ameritas Investment Partners, Inc. | 79,905 | $3.65M | 0.13% | +1,764+2.3% | Added |
| Truist Financial Corp | 80,518 | $3.68M | 0.01% | −5,337−6.2% | Reduced |
| Advisor Group Holdings, Inc. | 80,660 | $3.69M | 0.01% | +5,421+7.2% | Added |
| Treasurer of the State of North Carolina | 81,618 | $3.73M | 0.02% | −4,160−4.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 82,339 | $3.76M | 0.01% | +1,515+1.9% | Added |
| Sargent Bickham Lagudis LLC | 83,084 | $3.80M | 0.31% | −7,904−8.7% | Reduced |
| First National Corp | 90,021 | $3.80M | 1.30% | −24,337−21.3% | Reduced |
| Stifel Financial Corp | 83,720 | $3.83M | 0.01% | +489+0.6% | Added |
| SG Americas Securities, LLC | 87,997 | $4.02M | 0.02% | −17,436−16.5% | Reduced |
| Clear Harbor Asset Management, LLC | 89,251 | $4.08M | 0.50% | +2,675+3.1% | Added |
| Silver Lake Advisory, LLC | 82,319 | $4.09M | 1.96% | −458−0.6% | Reduced |
| Cubist Systematic Strategies, LLC | 89,942 | $4.11M | 0.05% | +71,199+379.9% | Added |
| M&T Bank Corp | 91,591 | $4.18M | 0.02% | +241+0.3% | Added |
| South Dakota Investment Council | 94,295 | $4.31M | 0.08% | −170−0.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 97,899 | $4.47M | 1.03% | −1,002−1.0% | Reduced |
| HSBC Holdings PLC | 98,881 | $4.52M | 0.01% | −4,149−4.0% | Reduced |
| Brown Advisory Inc | 99,170 | $4.53M | 0.01% | −473−0.5% | Reduced |
| BLB&B Advisors, LLC | 105,115 | $4.80M | 0.35% | −5,725−5.2% | Reduced |
| Vontobel Holding Ltd. | 106,988 | $4.93M | 0.04% | −10,901−9.2% | Reduced |
| Asset Management One Co.,Ltd. | 109,648 | $5.01M | 0.02% | −4,604−4.0% | Reduced |
| State of New Jersey Common Pension Fund D | 109,877 | $5.02M | 0.02% | −42,481−27.9% | Reduced |
| Bright Rock Capital Management, LLC | 111,500 | $5.10M | 1.23% | 00.0% | Unchanged |
| MetLife Investment Management | 111,695 | $5.10M | 0.04% | −3,653−3.2% | Reduced |
| Citigroup Inc | 112,429 | $5.14M | 0.00% | −13,708−10.9% | Reduced |
| Private Advisor Group, LLC | 113,128 | $5.17M | 0.05% | +10,010+9.7% | Added |
| Farmers Trust Co | 114,741 | $5.24M | 1.16% | +702+0.6% | Added |
| 44 Wealth Management LLC | 116,303 | $5.32M | 2.04% | +116,303 | New |
| Swedbank AB | 117,004 | $5.35M | 0.01% | +21,060+22.0% | Added |
| Boenning & Scattergood, Inc. | 118,019 | $5.39M | 0.94% | −11,579−8.9% | Reduced |
| Teacher Retirement System of Texas | 120,241 | $5.50M | 0.03% | −83,207−40.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 123,189 | $5.63M | 0.02% | +14,303+13.1% | Added |
| Comerica Bank | 122,274 | $5.97M | 0.04% | −1,993−1.6% | Reduced |
| HM Payson & Co | 130,569 | $5.97M | 0.15% | −568−0.4% | Reduced |
| First National Bank & Trust Co of Newtown | 131,573 | $6.01M | 1.24% | +7,232+5.8% | Added |
| Public Employees Retirement System of Ohio | 132,039 | $6.03M | 0.02% | +6,519+5.2% | Added |
| DekaBank Deutsche Girozentrale | 135,791 | $6.13M | 0.02% | +104,738+337.3% | Added |
| Janney Montgomery Scott LLC | 136,645 | $6.25M | 0.03% | +10,794+8.6% | Added |
| Mn Services Vermogensbeheer B.V. | 170,900 | $6.58M | 0.05% | +170,900 | New |
| Janus Henderson Group PLC | 147,831 | $6.76M | 0.00% | +125,497+561.9% | Added |
| Wills Financial Group, Inc. | 164,054 | $7.50M | 3.25% | −739−0.4% | Reduced |
| State of Wisconsin Investment Board | 164,369 | $7.51M | 0.02% | −13,642−7.7% | Reduced |
| Texas Permanent School Fund | 166,584 | $7.61M | 0.09% | −248−0.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 167,242 | $7.64M | 0.89% | +1,892+1.1% | Added |
| Victory Capital Management Inc | 170,790 | $7.80M | 0.01% | +11,817+7.4% | Added |
| Amalgamated Bank | 176,025 | $8.04M | 0.06% | +148,117+530.7% | Added |
| Massachusetts Financial Services Co | 183,381 | $8.38M | 0.00% | +7,614+4.3% | Added |
| SEI Investments Co | 188,065 | $8.60M | 0.02% | +4,480+2.4% | Added |