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 |
|---|---|---|---|---|---|
| Magellan Asset Management Ltd | 190,735 | $8.72M | 0.02% | −11,055−5.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 196,800 | $8.99M | 0.10% | +31,530+19.1% | Added |
| Mutual of America Capital Management LLC | 198,304 | $9.06M | 0.09% | −2,264−1.1% | Reduced |
| Ensign Peak Advisors, Inc | 203,250 | $9.29M | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 203,370 | $9.29M | 0.01% | +115,370+131.1% | Added |
| Cambiar Investors LLC | 210,408 | $9.62M | 0.31% | +17,817+9.3% | Added |
| AQR Capital Management LLC | 216,091 | $9.88M | 0.02% | −129,376−37.4% | Reduced |
| Zimmer Partners, LP | 217,091 | $9.92M | 0.14% | −176,106−44.8% | Reduced |
| The PNC Financial Services Group, Inc. | 218,883 | $10.0M | 0.01% | −15,572−6.6% | Reduced |
| Brookfield Asset Management Inc. | 236,230 | $10.8M | 0.05% | +49,800+26.7% | Added |
| Hennessy Advisors Inc | 242,100 | $11.1M | 0.61% | −15,100−5.9% | Reduced |
| Gradient Investments LLC | 248,149 | $11.3M | 0.33% | +13,299+5.7% | Added |
| AMP Capital Investors Ltd | 247,995 | $11.4M | 0.05% | +18,498+8.1% | Added |
| Beck Bode, LLC | 253,110 | $11.6M | 3.19% | +253,110 | New |
| New York State Teachers Retirement System | 253,140 | $11.6M | 0.02% | −1,100−0.4% | Reduced |
| Royal Bank of Canada | 261,491 | $12.0M | 0.00% | +13,856+5.6% | Added |
| First Manhattan Co | 264,258 | $12.1M | 0.04% | −7,912−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 265,691 | $12.1M | 0.01% | +15,927+6.4% | Added |
| State Board of Administration of Florida Retirement System | 270,001 | $12.3M | 0.02% | +528+0.2% | Added |
| Commonwealth Equity Services, LLC | 280,015 | $12.8M | 0.03% | +4,122+1.5% | Added |
| FMR LLC | 286,255 | $13.1M | 0.00% | −806−0.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 290,200 | $13.3M | 0.07% | +28,648+11.0% | Added |
| Retirement Systems of Alabama | 291,215 | $13.3M | 0.05% | −254−0.1% | Reduced |
| Russell Investments Group, Ltd. | 294,578 | $13.5M | 0.02% | −113,656−27.8% | Reduced |
| UBS Group AG | 301,839 | $13.8M | 0.01% | −31,879−9.6% | Reduced |
| Cbre Clarion Securities LLC | 315,854 | $14.4M | 0.27% | −154,531−32.9% | Reduced |
| Erste Asset Management GmbH | 314,050 | $14.5M | 0.29% | −30,220−8.8% | Reduced |
| Wells Fargo & Company | 317,136 | $14.5M | 0.00% | +8,812+2.9% | Added |
| NN Investment Partners Holdings N.V. | 347,066 | $15.9M | 0.08% | +344,766+14,989.8% | Added |
| Ceredex Value Advisors LLC | 350,131 | $16.0M | 0.18% | −390,200−52.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 354,756 | $16.2M | 0.15% | −28,900−7.5% | Reduced |
| Price T Rowe Associates Inc | 380,449 | $17.4M | 0.00% | −7,906−2.0% | Reduced |
| American International Group, Inc. | 397,107 | $18.1M | 0.07% | −7,587−1.9% | Reduced |
| Raymond James & Associates | 406,078 | $18.6M | 0.02% | +56,480+16.2% | Added |
| ProShare Advisors LLC | 415,958 | $19.0M | 0.06% | +44,331+11.9% | Added |
| Ameriprise Financial Inc | 423,351 | $19.4M | 0.01% | −572−0.1% | Reduced |
| Parametric Portfolio Associates LLC | 427,953 | $19.6M | 0.01% | +14,961+3.6% | Added |
| Nuveen Asset Management, LLC | 442,021 | $20.2M | 0.01% | −116,490−20.9% | Reduced |
| Cambridge Trust Co | 444,850 | $20.3M | 0.76% | +523+0.1% | Added |
| California State Teachers Retirement System | 447,050 | $20.4M | 0.03% | −92,031−17.1% | Reduced |
| Credit Suisse AG | 445,693 | $20.6M | 0.02% | −37,566−7.8% | Reduced |
| Public Employees Retirement Association of Colorado | 459,094 | $21.0M | 0.09% | 00.0% | Unchanged |
| Bank of America Corp | 460,306 | $21.0M | 0.00% | +86,067+23.0% | Added |
| Alliancebernstein L.P. | 481,348 | $22.0M | 0.01% | +4,992+1.0% | Added |
| Millennium Management LLC | 485,672 | $22.2M | 0.03% | −104,958−17.8% | Reduced |
| Deutsche Bank AG | 491,658 | $22.5M | 0.01% | +25,036+5.4% | Added |
| California Public Employees Retirement System | 514,591 | $23.5M | 0.02% | −53,665−9.4% | Reduced |
| APG Asset Management N.V. | 611,942 | $23.6M | 0.04% | −99,379−14.0% | Reduced |
| Gabelli Funds LLC | 542,000 | $24.8M | 0.16% | −18,000−3.2% | Reduced |
| JPMorgan Chase & Co | 559,781 | $25.6M | 0.00% | −119,012−17.5% | Reduced |
| Macquarie Group Ltd | 562,251 | $25.7M | 0.02% | −26,799−4.5% | Reduced |
| Rhumbline Advisers | 605,165 | $27.7M | 0.04% | −10,606−1.7% | Reduced |
| Great West Life Assurance Co | 623,654 | $28.5M | 0.07% | +327,418+110.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 656,757 | $30.0M | 0.02% | −36,615−5.3% | Reduced |
| New York State Common Retirement Fund | 679,878 | $31.1M | 0.03% | −34,200−4.8% | Reduced |
| Goldman Sachs Group Inc | 738,774 | $33.8M | 0.01% | +78,323+11.9% | Added |
| Personal Capital Advisors Corp | 912,736 | $41.7M | 0.22% | +64,416+7.6% | Added |
| UBS Asset Management Americas Inc | 933,693 | $42.7M | 0.02% | −15,416−1.6% | Reduced |
| Swiss National Bank | 950,586 | $43.4M | 0.03% | +55,286+6.2% | Added |
| KBC Group NV | 952,773 | $43.5M | 0.16% | +30,365+3.3% | Added |
| Tandem Investment Advisors, Inc. | 954,752 | $43.6M | 3.73% | +68,370+7.7% | Added |
| First Trust Advisors LP | 958,650 | $43.8M | 0.05% | +63,798+7.1% | Added |
| Dimensional Fund Advisors LP | 988,751 | $45.2M | 0.01% | +37,625+4.0% | Added |
| Storebrand Asset Management AS | 1,059,510 | $48.4M | 0.24% | +19,214+1.8% | Added |
| FIL Ltd | 1,123,189 | $51.3M | 0.06% | +22,155+2.0% | Added |
| Kames Capital plc | 1,237,101 | $56.5M | 0.80% | −167,476−11.9% | Reduced |
| Principal Financial Group Inc | 1,247,544 | $57.0M | 0.04% | −154,992−11.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,270,707 | $58.1M | 0.02% | +51,708+4.2% | Added |
| Morgan Stanley | 1,277,626 | $58.4M | 0.01% | −195,216−13.3% | Reduced |
| Bank of Montreal | 1,351,191 | $62.3M | 0.03% | −21,864−1.6% | Reduced |
| Duff & Phelps Investment Management Co | 1,470,046 | $67.2M | 0.87% | −5,950−0.4% | Reduced |
| Franklin Resources Inc | 1,843,914 | $84.3M | 0.03% | −2170.0% | Reduced |
| Jennison Associates LLC | 2,097,693 | $95.9M | 0.06% | −106,921−4.8% | Reduced |
| Cohen & Steers, Inc. | 2,139,229 | $97.8M | 0.19% | +100,824+4.9% | Added |
| Legal & General Group Plc | 2,492,228 | $113.9M | 0.04% | −55,021−2.2% | Reduced |
| Bank of New York Mellon Corp | 2,505,094 | $114.5M | 0.02% | −24,351−1.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,551,514 | $119.5M | 0.25% | −12,958−0.5% | Reduced |
| Geode Capital Management, LLC | 2,787,701 | $127.2M | 0.02% | +44,813+1.6% | Added |
| Amundi | 2,813,032 | $128.6M | 0.09% | +2,813,032 | New |
| Northern Trust Corp | 2,821,718 | $129.0M | 0.02% | −30,732−1.1% | Reduced |
| Nuance Investments, LLC | 2,909,025 | $132.9M | 2.37% | +23,520+0.8% | Added |
| Invesco Ltd. | 3,265,901 | $149.3M | 0.04% | +298,670+10.1% | Added |
| Norges Bank | 3,792,655 | $173.3M | 0.04% | −255,694−6.3% | Reduced |
| Impax Asset Management Group plc | 4,360,067 | $199.3M | 0.88% | +318,990+7.9% | Added |
| Pictet Asset Management Ltd | 4,554,172 | $208.1M | 0.23% | +12,053+0.3% | Added |
| State Street Corp | 11,827,339 | $540.5M | 0.03% | +1,086,312+10.1% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $989.9M | 1.18% | 00.0% | Unchanged |
| BlackRock Inc. | 24,590,456 | $1.12B | 0.03% | −112,026−0.5% | Reduced |
| Vanguard Group Inc | 25,491,228 | $1.16B | 0.03% | +233,372+0.9% | Added |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −93,946−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −63,633−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −58,751−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −45,900−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −45,791−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −41,350−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −37,934−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −34,837−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −26,943−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −25,187−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −23,978−100.0% | Sold out |