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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 135,791 | $6.13M | 0.02% | +104,738+337.3% | Added |
| Public Employees Retirement System of Ohio | 132,039 | $6.03M | 0.02% | +6,519+5.2% | Added |
| First National Bank & Trust Co of Newtown | 131,573 | $6.01M | 1.24% | +7,232+5.8% | 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 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 123,189 | $5.63M | 0.02% | +14,303+13.1% | Added |
| Teacher Retirement System of Texas | 120,241 | $5.50M | 0.03% | −83,207−40.9% | Reduced |
| Boenning & Scattergood, Inc. | 118,019 | $5.39M | 0.94% | −11,579−8.9% | Reduced |
| Swedbank AB | 117,004 | $5.35M | 0.01% | +21,060+22.0% | Added |
| 44 Wealth Management LLC | 116,303 | $5.32M | 2.04% | +116,303 | New |
| Farmers Trust Co | 114,741 | $5.24M | 1.16% | +702+0.6% | Added |
| Private Advisor Group, LLC | 113,128 | $5.17M | 0.05% | +10,010+9.7% | Added |
| Citigroup Inc | 112,429 | $5.14M | 0.00% | −13,708−10.9% | Reduced |
| MetLife Investment Management | 111,695 | $5.10M | 0.04% | −3,653−3.2% | Reduced |
| Bright Rock Capital Management, LLC | 111,500 | $5.10M | 1.23% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 109,877 | $5.02M | 0.02% | −42,481−27.9% | Reduced |
| Asset Management One Co.,Ltd. | 109,648 | $5.01M | 0.02% | −4,604−4.0% | Reduced |
| Vontobel Holding Ltd. | 106,988 | $4.93M | 0.04% | −10,901−9.2% | Reduced |
| BLB&B Advisors, LLC | 105,115 | $4.80M | 0.35% | −5,725−5.2% | Reduced |
| Brown Advisory Inc | 99,170 | $4.53M | 0.01% | −473−0.5% | Reduced |
| HSBC Holdings PLC | 98,881 | $4.52M | 0.01% | −4,149−4.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 97,899 | $4.47M | 1.03% | −1,002−1.0% | Reduced |
| South Dakota Investment Council | 94,295 | $4.31M | 0.08% | −170−0.2% | Reduced |
| M&T Bank Corp | 91,591 | $4.18M | 0.02% | +241+0.3% | Added |
| Cubist Systematic Strategies, LLC | 89,942 | $4.11M | 0.05% | +71,199+379.9% | Added |
| Silver Lake Advisory, LLC | 82,319 | $4.09M | 1.96% | −458−0.6% | Reduced |
| Clear Harbor Asset Management, LLC | 89,251 | $4.08M | 0.50% | +2,675+3.1% | Added |
| SG Americas Securities, LLC | 87,997 | $4.02M | 0.02% | −17,436−16.5% | Reduced |
| Stifel Financial Corp | 83,720 | $3.83M | 0.01% | +489+0.6% | Added |
| First National Corp | 90,021 | $3.80M | 1.30% | −24,337−21.3% | Reduced |
| Sargent Bickham Lagudis LLC | 83,084 | $3.80M | 0.31% | −7,904−8.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 82,339 | $3.76M | 0.01% | +1,515+1.9% | Added |
| Treasurer of the State of North Carolina | 81,618 | $3.73M | 0.02% | −4,160−4.8% | Reduced |
| Advisor Group Holdings, Inc. | 80,660 | $3.69M | 0.01% | +5,421+7.2% | Added |
| Truist Financial Corp | 80,518 | $3.68M | 0.01% | −5,337−6.2% | Reduced |
| Ameritas Investment Partners, Inc. | 79,905 | $3.65M | 0.13% | +1,764+2.3% | Added |
| Employees Retirement System of Texas | 76,875 | $3.51M | 0.04% | +46,000+149.0% | Added |
| LPL Financial LLC | 76,843 | $3.51M | 0.00% | +5,781+8.1% | Added |
| Oregon Public Employees Retirement Fund | 76,230 | $3.48M | 0.04% | +1,880+2.5% | Added |
| 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 |
| Benedict Financial Advisors Inc | 74,874 | $3.42M | 0.95% | −30.0% | Reduced |
| Creative Planning | 72,492 | $3.31M | 0.01% | −8,979−11.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 71,463 | $3.27M | 0.27% | −16,309−18.6% | Reduced |
| Andra AP-fonden | 71,100 | $3.25M | 0.07% | +71,100 | New |
| Hamilton Point Investment Advisors, LLC | 70,494 | $3.22M | 0.87% | −461−0.6% | Reduced |
| Stephens Inc | 69,621 | $3.18M | 0.05% | +7,648+12.3% | Added |
| Texas Yale Capital Corp. | 67,073 | $3.06M | 0.18% | +1,925+3.0% | Added |
| Arizona State Retirement System | 65,859 | $3.01M | 0.02% | −1,323−2.0% | Reduced |
| Legacy Advisors, LLC | 64,215 | $2.94M | 1.19% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 63,270 | $2.89M | 0.98% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 61,939 | $2.83M | 0.06% | −2,110−3.3% | Reduced |
| Panagora Asset Management Inc | 60,743 | $2.78M | 0.01% | −8,041−11.7% | Reduced |
| Thrivent Financial for Lutherans | 59,831 | $2.73M | 0.01% | −17,085−22.2% | Reduced |
| Louisiana State Employees Retirement System | 58,000 | $2.65M | 0.06% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 57,786 | $2.64M | 0.23% | +90+0.2% | Added |
| Addison Capital Co | 57,291 | $2.62M | 1.28% | 00.0% | Unchanged |
| State of Michigan Retirement System | 56,293 | $2.57M | 0.02% | −26,400−31.9% | Reduced |
| HighTower Advisors, LLC | 54,848 | $2.51M | 0.01% | −37,253−40.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 54,413 | $2.49M | 0.01% | +2,120+4.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53,537 | $2.45M | 0.01% | +5,608+11.7% | Added |
| Nisa Investment Advisors, LLC | 52,875 | $2.42M | 0.02% | −5,200−9.0% | Reduced |
| Jacobi Capital Management LLC | 51,337 | $2.35M | 0.31% | −510−1.0% | Reduced |
| Arcadia Investment Management Corp | 50,035 | $2.29M | 0.43% | +9,295+22.8% | Added |
| Kistler-Tiffany Companies, LLC | 49,742 | $2.27M | 0.52% | 00.0% | Unchanged |
| DnB Asset Management AS | 48,572 | $2.22M | 0.01% | −12,652−20.7% | Reduced |
| AlphaCrest Capital Management LLC | 48,498 | $2.22M | 0.10% | +48,498 | New |
| Coastline Trust Co | 48,046 | $2.20M | 0.27% | −4,282−8.2% | Reduced |
| Korea Investment CORP | 47,300 | $2.16M | 0.01% | −1,800−3.7% | Reduced |
| Baird Financial Group, Inc. | 46,447 | $2.12M | 0.01% | −3,656−7.3% | Reduced |
| New Mexico Educational Retirement Board | 46,300 | $2.12M | 0.07% | +7,200+18.4% | Added |
| TFG Advisers LLC | 45,785 | $2.09M | 1.01% | +116+0.3% | Added |
| Tower Research Capital LLC (TRC) | 44,942 | $2.05M | 0.05% | +33,214+283.2% | Added |
| Nomura Asset Management Co Ltd | 43,990 | $2.01M | 0.01% | +520+1.2% | Added |
| Voya Investment Management LLC | 43,406 | $1.98M | 0.00% | +10,922+33.6% | Added |
| British Columbia Investment Management Corp | 43,140 | $1.97M | 0.01% | +4,937+12.9% | Added |
| Federated Hermes, Inc. | 42,967 | $1.96M | 0.00% | +4,203+10.8% | Added |
| Utah Retirement Systems | 42,898 | $1.96M | 0.03% | −3,000−6.5% | Reduced |
| Metropolitan Life Insurance Co | 42,251 | $1.93M | 0.03% | +130.0% | Added |
| Ledyard National Bank | 40,567 | $1.85M | 0.19% | −898−2.2% | Reduced |
| 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 |
| First American Bank | 40,210 | $1.84M | 0.11% | +3,059+8.2% | Added |
| Guggenheim Capital LLC | 39,323 | $1.80M | 0.01% | −1,053−2.6% | Reduced |
| Vident Investment Advisory, LLC | 38,907 | $1.78M | 0.05% | +7,444+23.7% | Added |
| Trillium Asset Management, LLC | 38,808 | $1.77M | 0.05% | +3,622+10.3% | Added |
| Tortoise Index Solutions, LLC | 38,176 | $1.75M | 0.37% | +7,474+24.3% | Added |
| First Personal Financial Services | 37,940 | $1.73M | 0.44% | +1,419+3.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 37,229 | $1.70M | 0.03% | −20−0.1% | Reduced |
| Envestnet Asset Management Inc | 36,791 | $1.68M | 0.00% | −7,210−16.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 36,104 | $1.65M | 0.48% | −4,502−11.1% | Reduced |
| Candriam Luxembourg S.C.A. | 35,712 | $1.63M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 35,685 | $1.63M | 0.01% | +2,631+8.0% | Added |
| State of Alaska, Department of Revenue | 34,745 | $1.59M | 0.02% | −226−0.6% | Reduced |
| Pacer Advisors, Inc. | 34,588 | $1.58M | 0.02% | +10,778+45.3% | Added |
| Haverford Trust Co | 34,408 | $1.57M | 0.02% | +7,849+29.6% | Added |
| Van Eck Associates Corp | 33,943 | $1.55M | 0.00% | +488+1.5% | Added |
| Modera Wealth Management, LLC | 33,780 | $1.54M | 0.08% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 31,486 | $1.49M | 0.94% | +650+2.1% | Added |
| DFPG Investments, LLC | 31,488 | $1.48M | 0.56% | +2,920+10.2% | Added |