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, Q3 2021
Institutional positions in Essential Utilities, Inc. as of Sep 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
- 597
- +14 vs. Q2 2021
- Shares held
- 172.8M
- +3.09M (+1.8%) vs. Q2 2021
- Total value
- $7.96B
- +$206.0M (+2.7%) vs. Q2 2021
- New holders
- 56
- 195 more added
- Sold out
- 42
- 181 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 24,606,017 | $1.13B | 0.03% | +15,561+0.1% | Added |
| Vanguard Group Inc | 23,674,015 | $1.09B | 0.03% | −1,817,213−7.1% | Reduced |
| Canada Pension Plan Investment Board | 21,661,095 | $998.1M | 1.13% | 00.0% | Unchanged |
| State Street Corp | 11,969,751 | $551.6M | 0.03% | +142,412+1.2% | Added |
| Impax Asset Management Group plc | 5,531,290 | $254.9M | 1.05% | +1,171,223+26.9% | Added |
| Pictet Asset Management SA | 4,415,290 | $203.5M | 0.22% | +4,415,290 | New |
| Invesco Ltd. | 3,608,852 | $166.3M | 0.04% | +342,951+10.5% | Added |
| Norges Bank | 3,460,128 | $159.4M | 0.04% | −332,527−8.8% | Reduced |
| Amundi | 3,070,793 | $141.5M | 0.10% | +257,761+9.2% | Added |
| Northern Trust Corp | 2,826,709 | $130.3M | 0.02% | +4,991+0.2% | Added |
| Geode Capital Management, LLC | 2,807,406 | $129.2M | 0.02% | +19,705+0.7% | Added |
| Bank of New York Mellon Corp | 2,464,392 | $113.6M | 0.02% | −40,702−1.6% | Reduced |
| Legal & General Group Plc | 2,450,737 | $112.9M | 0.04% | −41,491−1.7% | Reduced |
| Jennison Associates LLC | 2,345,183 | $108.1M | 0.07% | +247,490+11.8% | Added |
| Cohen & Steers, Inc. | 2,121,150 | $97.7M | 0.18% | −18,079−0.8% | Reduced |
| Bank of Montreal | 1,792,920 | $84.0M | 0.04% | +441,729+32.7% | Added |
| Franklin Resources Inc | 1,801,168 | $83.0M | 0.03% | −42,746−2.3% | Reduced |
| Nuance Investments, LLC | 1,639,825 | $75.6M | 1.38% | −1,269,200−43.6% | Reduced |
| Morgan Stanley | 1,444,211 | $66.5M | 0.01% | +166,585+13.0% | Added |
| Charles Schwab Investment Management Inc | 1,326,303 | $61.1M | 0.02% | +55,596+4.4% | Added |
| Principal Financial Group Inc | 1,290,701 | $59.5M | 0.04% | +43,157+3.5% | Added |
| Duff & Phelps Investment Management Co | 1,249,510 | $57.6M | 0.75% | −220,536−15.0% | Reduced |
| Kames Capital plc | 1,243,341 | $57.3M | 0.81% | +6,240+0.5% | Added |
| First Trust Advisors LP | 1,220,780 | $56.3M | 0.06% | +262,130+27.3% | Added |
| Citadel Advisors LLC | 1,103,220 | $50.8M | 0.06% | +899,850+442.5% | Added |
| Storebrand Asset Management AS | 1,029,678 | $47.4M | 0.23% | −29,832−2.8% | Reduced |
| Dimensional Fund Advisors LP | 1,021,602 | $47.1M | 0.02% | +32,851+3.3% | Added |
| Tandem Investment Advisors, Inc. | 1,017,241 | $46.9M | 3.84% | +62,489+6.5% | Added |
| KBC Group NV | 1,005,208 | $46.3M | 0.17% | +52,435+5.5% | Added |
| Personal Capital Advisors Corp | 958,949 | $44.2M | 0.22% | +46,213+5.1% | Added |
| Swiss National Bank | 924,586 | $42.6M | 0.03% | −26,000−2.7% | Reduced |
| UBS Asset Management Americas Inc | 913,935 | $42.1M | 0.02% | −19,758−2.1% | Reduced |
| Goldman Sachs Group Inc | 853,456 | $39.3M | 0.01% | +114,682+15.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 767,124 | $35.3M | 0.02% | +110,367+16.8% | Added |
| Zimmer Partners, LP | 721,013 | $33.2M | 0.53% | +503,922+232.1% | Added |
| New York State Common Retirement Fund | 694,778 | $32.0M | 0.03% | +14,900+2.2% | Added |
| Point72 Asset Management, L.P. | 683,707 | $31.5M | 0.15% | +683,707 | New |
| Rhumbline Advisers | 588,169 | $27.1M | 0.04% | −16,996−2.8% | Reduced |
| FIL Ltd | 568,398 | $26.2M | 0.03% | −554,791−49.4% | Reduced |
| Nuveen Asset Management, LLC | 558,622 | $25.7M | 0.01% | +116,601+26.4% | Added |
| Deutsche Bank AG | 555,500 | $25.6M | 0.01% | +63,842+13.0% | Added |
| Macquarie Group Ltd | 534,639 | $24.6M | 0.02% | −27,612−4.9% | Reduced |
| Gabelli Funds LLC | 533,500 | $24.6M | 0.16% | −8,500−1.6% | Reduced |
| Bank of America Corp | 528,430 | $24.4M | 0.00% | +68,124+14.8% | Added |
| JPMorgan Chase & Co | 512,121 | $23.6M | 0.00% | −47,660−8.5% | Reduced |
| California Public Employees Retirement System | 507,892 | $23.4M | 0.02% | −6,699−1.3% | Reduced |
| Alliancebernstein L.P. | 496,247 | $22.9M | 0.01% | +14,899+3.1% | Added |
| Parametric Portfolio Associates LLC | 488,785 | $22.5M | 0.01% | +60,832+14.2% | Added |
| APG Asset Management N.V. | 566,152 | $22.5M | 0.04% | −45,790−7.5% | Reduced |
| California State Teachers Retirement System | 463,640 | $21.4M | 0.03% | +16,590+3.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 459,435 | $21.2M | 0.11% | +169,235+58.3% | Added |
| Credit Suisse AG | 453,420 | $20.9M | 0.02% | +7,727+1.7% | Added |
| Cambridge Trust Co | 445,251 | $20.5M | 0.77% | +401+0.1% | Added |
| Public Employees Retirement Association of Colorado | 444,404 | $20.5M | 0.09% | −14,690−3.2% | Reduced |
| ProShare Advisors LLC | 419,612 | $19.3M | 0.05% | +3,654+0.9% | Added |
| Great West Life Assurance Co | 397,263 | $18.4M | 0.04% | −226,391−36.3% | Reduced |
| American International Group, Inc. | 385,161 | $17.7M | 0.09% | −11,946−3.0% | Reduced |
| Price T Rowe Associates Inc | 384,869 | $17.7M | 0.00% | +4,420+1.2% | Added |
| Wells Fargo & Company | 364,990 | $16.8M | 0.00% | +47,854+15.1% | Added |
| Ameriprise Financial Inc | 348,873 | $16.1M | 0.01% | −74,478−17.6% | Reduced |
| Raymond James & Associates | 341,540 | $15.7M | 0.01% | −64,538−15.9% | Reduced |
| UBS Group AG | 333,437 | $15.4M | 0.01% | +31,598+10.5% | Added |
| Erste Asset Management GmbH | 314,050 | $14.7M | 0.29% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 315,717 | $14.5M | 0.02% | +315,717 | New |
| Millennium Management LLC | 308,321 | $14.2M | 0.02% | −177,351−36.5% | Reduced |
| Royal Bank of Canada | 298,999 | $13.8M | 0.00% | +37,508+14.3% | Added |
| Janus Henderson Group PLC | 290,961 | $13.4M | 0.01% | +143,130+96.8% | Added |
| Retirement Systems of Alabama | 289,571 | $13.3M | 0.05% | −1,644−0.6% | Reduced |
| HRT Financial LP | 289,378 | $13.3M | 0.08% | +274,096+1,793.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 288,396 | $13.3M | 0.12% | −66,360−18.7% | Reduced |
| Manufacturers Life Insurance Company, The | 288,126 | $13.3M | 0.01% | +22,435+8.4% | Added |
| Commonwealth Equity Services, LLC | 283,897 | $13.1M | 0.03% | +3,882+1.4% | Added |
| State Board of Administration of Florida Retirement System | 266,872 | $12.3M | 0.02% | −3,129−1.2% | Reduced |
| New York State Teachers Retirement System | 266,003 | $12.3M | 0.03% | +12,863+5.1% | Added |
| First Manhattan Co | 263,366 | $12.1M | 0.04% | −892−0.3% | Reduced |
| FMR LLC | 260,124 | $12.0M | 0.00% | −26,131−9.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 253,847 | $11.7M | 0.14% | +57,047+29.0% | Added |
| Gradient Investments LLC | 252,897 | $11.7M | 0.33% | +4,748+1.9% | Added |
| Hennessy Advisors Inc | 238,300 | $11.0M | 0.66% | −3,800−1.6% | Reduced |
| Brookfield Asset Management Inc. | 237,030 | $10.9M | 0.04% | +800+0.3% | Added |
| AMP Capital Investors Ltd | 220,599 | $10.2M | 0.06% | −27,396−11.0% | Reduced |
| DekaBank Deutsche Girozentrale | 209,308 | $9.67M | 0.03% | +73,517+54.1% | Added |
| Cambiar Investors LLC | 208,151 | $9.59M | 0.33% | −2,257−1.1% | Reduced |
| Magellan Asset Management Ltd | 207,801 | $9.57M | 0.02% | +17,066+8.9% | Added |
| Ensign Peak Advisors, Inc | 206,250 | $9.50M | 0.02% | +3,000+1.5% | Added |
| Coann Capital LLC | 202,313 | $9.32M | 8.99% | +202,313 | New |
| The PNC Financial Services Group, Inc. | 200,049 | $9.22M | 0.01% | −18,834−8.6% | Reduced |
| Mutual of America Capital Management LLC | 197,169 | $9.09M | 0.09% | −1,135−0.6% | Reduced |
| Massachusetts Financial Services Co | 189,159 | $8.72M | 0.00% | +5,778+3.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 176,076 | $8.11M | 0.98% | +8,834+5.3% | Added |
| Mn Services Vermogensbeheer B.V. | 173,500 | $8.00M | 0.05% | +2,600+1.5% | Added |
| State of Wisconsin Investment Board | 173,491 | $7.99M | 0.02% | +9,122+5.5% | Added |
| Victory Capital Management Inc | 172,021 | $7.93M | 0.01% | +1,231+0.7% | Added |
| Brandywine Global Investment Management, LLC | 170,886 | $7.87M | 0.06% | +170,886 | New |
| Texas Permanent School Fund | 165,433 | $7.62M | 0.09% | −1,151−0.7% | Reduced |
| Amalgamated Bank | 159,582 | $7.35M | 0.06% | −16,443−9.3% | Reduced |
| Wills Financial Group, Inc. | 157,953 | $7.28M | 3.27% | −6,101−3.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 156,573 | $7.21M | 0.03% | +33,384+27.1% | Added |
| SEI Investments Co | 148,194 | $6.83M | 0.01% | −39,871−21.2% | Reduced |
| Janney Montgomery Scott LLC | 147,262 | $6.79M | 0.03% | +10,617+7.8% | Added |