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 |
|---|---|---|---|---|---|
| Good Life Advisors, LLC | 12,302 | $562.0K | 0.11% | +510+4.3% | Added |
| Youngs Advisory Group, Inc. | 11,853 | $542.0K | 0.58% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 11,768 | $538.0K | 0.00% | −577−4.7% | Reduced |
| Vestcor Inc | 11,750 | $537.0K | 0.02% | +3,034+34.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,700 | $535.0K | 0.03% | +9,400+408.7% | Added |
| Rowland & Co Investment Counsel | 11,665 | $533.1K | 0.13% | +2,555+28.0% | Added |
| Occudo Quantitative Strategies LP | 11,553 | $528.0K | 0.08% | +3,086+36.4% | Added |
| Sigma Planning Corp | 11,532 | $527.0K | 0.02% | −925−7.4% | Reduced |
| Worldquant Millennium Advisors LLC | 11,469 | $524.0K | 0.01% | +11,469 | New |
| Verition Fund Management LLC | 11,073 | $506.0K | 0.01% | +11,073 | New |
| Daiwa Securities Group Inc. | 10,778 | $493.0K | 0.00% | +500+4.9% | Added |
| Mid Atlantic Financial Management Inc | 10,771 | $492.0K | 0.03% | +30.0% | Added |
| Pathstone Family Office, LLC | 10,763 | $492.0K | 0.01% | +1,827+20.4% | Added |
| Natixis Investment Managers International | 10,746 | $491.0K | 0.03% | −1,239−10.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $489.0K | 0.00% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 10,661 | $487.0K | 0.16% | −115−1.1% | Reduced |
| Wellington Management Group LLP | 10,579 | $483.0K | 0.00% | +10,579 | New |
| Keybank National Association | 10,552 | $482.0K | 0.00% | −93−0.9% | Reduced |
| Hoover Financial Advisors, Inc. | 10,453 | $478.0K | 0.09% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 10,348 | $472.0K | 0.03% | +400+4.0% | Added |
| Central Trust Co | 10,303 | $471.0K | 0.02% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 10,239 | $468.0K | 0.12% | −200−1.9% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $457.0K | 0.20% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 9,969 | $456.0K | 0.00% | −100−1.0% | Reduced |
| Raymond James Trust N.A. | 9,934 | $454.0K | 0.02% | +1,029+11.6% | Added |
| Qube Research & Technologies Ltd | 9,921 | $453.0K | 0.01% | +9,921 | New |
| SeaCrest Wealth Management, LLC | 9,884 | $452.0K | 0.05% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 9,872 | $451.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 9,805 | $448.0K | 0.00% | +5,328+119.0% | Added |
| Pratt Collard Advisory Partners LLC | 9,732 | $445.0K | 0.30% | −75−0.8% | Reduced |
| Tower Wealth Partners, Inc. | 9,737 | $445.0K | 0.49% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,719 | $444.0K | 0.01% | +266+2.8% | Added |
| Blume Capital Management, Inc. | 9,700 | $443.0K | 0.16% | −300−3.0% | Reduced |
| Diversified, LLC | 9,666 | $442.0K | 0.25% | +17+0.2% | Added |
| Foundations Investment Advisors, LLC | 9,096 | $436.0K | 0.02% | +180+2.0% | Added |
| Pinnacle Associates Ltd | 9,487 | $434.0K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 9,415 | $430.0K | 0.05% | −2,075−18.1% | Reduced |
| TrinityPoint Wealth, LLC | 9,302 | $425.0K | 0.09% | +10.0% | Added |
| CIBC Asset Management Inc | 9,281 | $424.0K | 0.00% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 9,246 | $423.0K | 0.24% | +20.0% | Added |
| Fort Pitt Capital Group, LLC | 9,220 | $421.0K | 0.02% | +9,220 | New |
| Avantax Advisory Services, Inc. | 9,103 | $418.0K | 0.01% | +219+2.5% | Added |
| Madden Securities Corp | 9,067 | $414.0K | 0.22% | +9,067 | New |
| Nordea Investment Management AB | 9,044 | $413.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 9,044 | $413.0K | 0.04% | +3,736+70.4% | Added |
| Leonteq Securities AG | 9,023 | $412.4K | 0.03% | −700−7.2% | Reduced |
| Allianz Asset Management GmbH | 8,741 | $400.0K | 0.00% | +8,741 | New |
| Lehman & Derafelo Financial Resources LLC | 8,699 | $398.0K | 0.11% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 8,679 | $397.0K | 0.08% | −3,447−28.4% | Reduced |
| O'Brien Wealth Partners LLC | 8,136 | $390.0K | 0.13% | 00.0% | Unchanged |
| Natixis | 8,524 | $390.0K | 0.00% | +8,524 | New |
| Community Bank, N.A. | 8,474 | $387.0K | 0.05% | +469+5.9% | Added |
| Barrett Asset Management, LLC | 8,424 | $385.0K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,374 | $383.0K | 0.02% | −89−1.1% | Reduced |
| Stratos Wealth Advisors, LLC | 8,195 | $375.0K | 0.03% | +10.0% | Added |
| Gamble Jones Investment Counsel | 8,168 | $373.0K | 0.02% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 8,025 | $367.0K | 0.01% | −1,500−15.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 8,000 | $366.0K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 7,960 | $364.0K | 0.00% | +1,117+16.3% | Added |
| Buckingham Strategic Wealth, LLC | 7,934 | $363.0K | 0.01% | +91+1.2% | Added |
| Stratos Wealth Partners, LTD. | 7,947 | $363.0K | 0.01% | +1,911+31.7% | Added |
| World Asset Management Inc | 7,883 | $360.0K | 0.03% | −313−3.8% | Reduced |
| Wetherby Asset Management Inc | 7,850 | $359.0K | 0.02% | +1,296+19.8% | Added |
| Cipher Capital LP | 7,846 | $359.0K | 0.20% | +7,846 | New |
| Affiance Financial, LLC | 7,784 | $356.0K | 0.15% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 7,637 | $349.0K | 0.06% | +10+0.1% | Added |
| American Century Companies Inc | 7,627 | $349.0K | 0.00% | +917+13.7% | Added |
| Northstar Asset Management LLC | 7,485 | $342.0K | 0.09% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 7,480 | $342.0K | 0.03% | +7,480 | New |
| Anchor Investment Management, LLC | 7,421 | $339.1K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 7,378 | $337.0K | 0.00% | −2,519−25.5% | Reduced |
| Fulton Bank, N.A. | 7,369 | $336.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 7,320 | $335.0K | 0.03% | −21,530−74.6% | Reduced |
| Coho Partners, Ltd. | 7,340 | $335.0K | 0.01% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 7,270 | $332.0K | 0.08% | −62−0.8% | Reduced |
| Prelude Capital Management, LLC | 7,244 | $331.0K | 0.02% | +7,244 | New |
| B. Metzler seel. Sohn & Co. Holding AG | 7,199 | $329.0K | 0.00% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 7,192 | $328.0K | 0.04% | −270−3.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,141 | $326.0K | 0.00% | +914+14.7% | Added |
| StoneX Group Inc. | 7,110 | $325.0K | 0.05% | −54−0.8% | Reduced |
| Providence Wealth Advisors, LLC | 6,835 | $325.0K | 0.22% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,985 | $325.0K | 0.03% | +6,985 | New |
| Seven Eight Capital, LP | 7,050 | $322.0K | 0.05% | +7,050 | New |
| Johnson Investment Counsel Inc | 7,035 | $321.0K | 0.00% | −194−2.7% | Reduced |
| AXA S.A. | 7,000 | $320.0K | 0.00% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 6,966 | $319.0K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,937 | $317.0K | 0.02% | −1,100−13.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,949 | $317.0K | 0.03% | −46−0.7% | Reduced |
| Oppenheimer & Co Inc | 6,891 | $315.0K | 0.01% | 00.0% | Unchanged |
| Girard Partners Ltd. | 6,913 | $315.0K | 0.04% | +601+9.5% | Added |
| Wolverine Trading, LLC | 6,802 | $314.0K | 0.01% | +6,802 | New |
| First Republic Investment Management, Inc. | 6,807 | $311.0K | 0.00% | −430−5.9% | Reduced |
| Eagle Ridge Investment Management | 6,701 | $306.0K | 0.04% | 00.0% | Unchanged |
| Capital CS Group, LLC | 6,673 | $305.0K | 0.25% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,666 | $305.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 6,574 | $300.0K | 0.01% | −322−4.7% | Reduced |
| Advisors Capital Management, LLC | 6,486 | $296.0K | 0.01% | +30.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,440 | $294.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 6,441 | $294.0K | 0.04% | +31+0.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,350 | $290.0K | 0.02% | 00.0% | Unchanged |