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 |
|---|---|---|---|---|---|
| Continuum Advisory, LLC | 32,379 | $1.48M | 0.46% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 32,284 | $1.48M | 0.06% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 32,216 | $1.47M | 0.01% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 32,006 | $1.46M | 0.03% | +7,329+29.7% | Added |
| Optimal Asset Management, Inc. | 31,955 | $1.46M | 0.17% | 00.0% | Unchanged |
| Toronto Dominion Bank | 31,453 | $1.44M | 0.00% | −34−0.1% | Reduced |
| Glenmede Trust Co NA | 31,224 | $1.43M | 0.01% | −2,096−6.3% | Reduced |
| USS Investment Management Ltd | 31,012 | $1.42M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 30,958 | $1.42M | 0.00% | −2,948−8.7% | Reduced |
| D.A. Davidson & Co. | 29,972 | $1.37M | 0.02% | +2,365+8.6% | Added |
| TownSquare Capital, LLC | 28,285 | $1.34M | 0.04% | +348+1.2% | Added |
| Susquehanna International Group, LLP | 28,309 | $1.29M | 0.00% | +10,720+60.9% | Added |
| Rodgers Brothers Inc. | 27,913 | $1.28M | 0.24% | −250−0.9% | Reduced |
| Prudential Financial Inc | 27,747 | $1.27M | 0.00% | −9,300−25.1% | Reduced |
| CoreCommodity Management, LLC | 27,570 | $1.26M | 0.39% | +11,923+76.2% | Added |
| Carnegie Capital Asset Management, LLC | 27,275 | $1.25M | 0.05% | +10.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $1.23M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 26,818 | $1.23M | 0.01% | −2,043−7.1% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 26,624 | $1.22M | 0.02% | +672+2.6% | Added |
| Xponance, Inc. | 26,447 | $1.21M | 0.02% | +3,059+13.1% | Added |
| Arkadios Wealth Advisors | 26,336 | $1.20M | 0.15% | +4,503+20.6% | Added |
| Blueshift Asset Management, LLC | 26,248 | $1.20M | 0.07% | +26,248 | New |
| ELCO Management Co., LLC | 26,171 | $1.20M | 0.89% | −10,464−28.6% | Reduced |
| Blackhill Capital Inc | 26,041 | $1.19M | 0.11% | 00.0% | Unchanged |
| Rockland Trust Co | 25,813 | $1.18M | 0.08% | −250,363−90.7% | Reduced |
| TD Asset Management Inc | 23,772 | $1.17M | 0.00% | −13,078−35.5% | Reduced |
| US Bancorp | 25,185 | $1.15M | 0.00% | +1,460+6.2% | Added |
| Hoylecohen, LLC | 24,785 | $1.13M | 0.11% | −1,100−4.2% | Reduced |
| Financial Architects, Inc | 24,613 | $1.13M | 0.16% | −24−0.1% | Reduced |
| Man Group plc | 24,398 | $1.11M | 0.00% | +1,187+5.1% | Added |
| Nissay Asset Management Corp | 24,251 | $1.11M | 0.01% | +136+0.6% | Added |
| First Business Financial Services, Inc. | 24,075 | $1.10M | 0.13% | +3,393+16.4% | Added |
| Manchester Capital Management LLC | 23,817 | $1.09M | 0.15% | 00.0% | Unchanged |
| Rothschild Investment Corp | 23,705 | $1.08M | 0.09% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 23,657 | $1.08M | 0.17% | +1,420+6.4% | Added |
| Prudential PLC | 22,802 | $1.04M | 0.01% | 00.0% | Unchanged |
| Spinnaker Trust | 22,754 | $1.04M | 0.07% | +22,754 | New |
| Whittier Trust Co | 22,508 | $1.03M | 0.02% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 22,357 | $1.02M | 0.17% | +1,220+5.8% | Added |
| Fiduciary Trust Co | 22,079 | $1.01M | 0.02% | +925+4.4% | Added |
| Shell Asset Management Co | 22,038 | $1.01M | 0.02% | −16,717−43.1% | Reduced |
| Teza Capital Management LLC | 21,932 | $1.00M | 0.16% | +21,932 | New |
| Cozad Asset Management Inc | 21,895 | $1.00M | 0.16% | −419−1.9% | Reduced |
| Ingalls & Snyder LLC | 21,656 | $990.0K | 0.04% | 00.0% | Unchanged |
| Mirova | 21,594 | $986.0K | 0.12% | +740+3.5% | Added |
| Natixis Advisors, L.P. | 21,281 | $973.0K | 0.00% | +5,072+31.3% | Added |
| Bernardo Wealth Planning LLC | 21,116 | $965.0K | 0.58% | −2,047−8.8% | Reduced |
| Cetera Investment Advisers | 20,831 | $952.0K | 0.02% | +239+1.2% | Added |
| Penobscot Investment Management Company, Inc. | 20,645 | $943.0K | 0.14% | −450−2.1% | Reduced |
| Miller Howard Investments Inc | 20,622 | $942.0K | 0.04% | +214+1.0% | Added |
| Securian Asset Management, Inc | 20,544 | $939.0K | 0.02% | −513−2.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,457 | $935.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20,287 | $927.0K | 0.02% | −2,546−11.2% | Reduced |
| Profund Advisors LLC | 20,265 | $926.0K | 0.03% | −423−2.0% | Reduced |
| Wealthcare Advisory Partners LLC | 20,236 | $925.0K | 0.06% | +40.0% | Added |
| Tower Bridge Advisors | 20,212 | $923.7K | 0.06% | 00.0% | Unchanged |
| AE Wealth Management LLC | 19,184 | $877.0K | 0.01% | +710+3.8% | Added |
| Loudon Investment Management, LLC | 18,052 | $825.0K | 0.56% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 17,945 | $820.0K | 0.35% | 00.0% | Unchanged |
| Smithfield Trust Co | 17,901 | $818.0K | 0.05% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 17,068 | $810.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 17,650 | $807.0K | 0.01% | +3,763+27.1% | Added |
| Kennedy Capital Management, Inc. | 17,606 | $805.0K | 0.02% | +805+4.8% | Added |
| Westpac Banking Corp | 17,600 | $804.3K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 17,603 | $804.0K | 0.02% | −147−0.8% | Reduced |
| Virtue Capital Management, LLC | 17,500 | $800.0K | 0.16% | +4,564+35.3% | Added |
| Costello Asset Management, INC | 17,316 | $791.0K | 0.52% | −1,542−8.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 17,134 | $782.1K | 0.01% | +16,052+1,483.5% | Added |
| Cordasco Financial Network | 17,071 | $780.0K | 0.54% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 16,610 | $759.0K | 0.69% | −324−1.9% | Reduced |
| Squarepoint Ops LLC | 16,575 | $757.0K | 0.01% | −9,438−36.3% | Reduced |
| Elo Mutual Pension Insurance Co | 16,541 | $756.0K | 0.03% | −269−1.6% | Reduced |
| O'Brien Greene & Co. Inc | 16,214 | $741.0K | 0.26% | −450−2.7% | Reduced |
| Philadelphia Trust Co | 16,145 | $738.0K | 0.05% | 00.0% | Unchanged |
| Schroder Investment Management Group | 16,044 | $733.0K | 0.00% | −1,033−6.0% | 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 |
| Eaton Vance Management | 15,926 | $728.0K | 0.00% | −2,004−11.2% | Reduced |
| Clean Yield Group | 15,726 | $719.0K | 0.27% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 15,710 | $717.9K | 0.22% | +735+4.9% | Added |
| Point72 Hong Kong Ltd | 15,586 | $712.0K | 0.05% | +15,586 | New |
| Aviva PLC | 15,493 | $708.0K | 0.00% | +15,493 | New |
| Key Financial Inc | 14,319 | $703.0K | 0.39% | −122−0.8% | Reduced |
| Standard Life Aberdeen plc | 15,369 | $702.0K | 0.00% | −3,806−19.8% | Reduced |
| Advisory Services Network, LLC | 15,317 | $700.0K | 0.02% | +198+1.3% | Added |
| HRT Financial LP | 15,282 | $698.0K | 0.01% | −15,443−50.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,995 | $686.0K | 0.03% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,835 | $677.0K | 0.02% | +3,342+29.1% | Added |
| Rockefeller Capital Management L.P. | 14,712 | $671.0K | 0.00% | −55,002−78.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 14,193 | $649.0K | 0.32% | −5,294−27.2% | Reduced |
| Welch & Forbes LLC | 14,187 | $649.0K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 13,994 | $640.0K | 0.01% | +13,994 | New |
| Inverness Counsel LLC | 13,775 | $630.0K | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 13,476 | $616.0K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 13,002 | $594.0K | 0.04% | +400+3.2% | Added |
| First Pacific Financial | 13,005 | $594.0K | 0.33% | +1,328+11.4% | Added |
| Belpointe Asset Management LLC | 12,924 | $591.0K | 0.04% | +12,924 | New |
| Banque Cantonale Vaudoise | 12,670 | $579.0K | 0.03% | +6,700+112.2% | Added |
| Shelton Capital Management | 12,576 | $575.0K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 12,540 | $573.0K | 0.10% | 00.0% | Unchanged |