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 |
|---|---|---|---|---|---|
| First Pacific Financial | 13,560 | $625.0K | 0.33% | +555+4.3% | Added |
| Oppenheimer & Co Inc | 13,712 | $632.0K | 0.01% | +6,821+99.0% | Added |
| Manchester Capital Management LLC | 13,833 | $637.0K | 0.09% | −9,984−41.9% | Reduced |
| Welch & Forbes LLC | 14,187 | $654.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 14,319 | $660.0K | 0.37% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 14,330 | $660.0K | 0.05% | +1,406+10.9% | Added |
| D. E. Shaw & Co., Inc. | 14,326 | $660.0K | 0.00% | +14,326 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,601 | $672.0K | 0.02% | −234−1.6% | Reduced |
| Marshall Wace, LLP | 14,651 | $675.0K | 0.00% | +14,651 | New |
| Good Life Advisors, LLC | 14,867 | $685.0K | 0.09% | +2,565+20.9% | Added |
| Whittier Trust Co of Nevada Inc | 14,995 | $691.0K | 0.03% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 15,031 | $693.0K | 0.63% | −1,579−9.5% | Reduced |
| United Capital Financial Advisers, LLC | 15,108 | $696.0K | 0.00% | −853−5.3% | Reduced |
| Kestra Advisory Services, LLC | 15,106 | $696.0K | 0.01% | +5,387+55.4% | Added |
| Advisory Services Network, LLC | 15,490 | $714.0K | 0.02% | +173+1.1% | Added |
| Clean Yield Group | 15,726 | $725.0K | 0.26% | 00.0% | Unchanged |
| Eaton Vance Management | 17,544 | $728.0K | 0.00% | +1,618+10.2% | Added |
| Philadelphia Trust Co | 16,145 | $744.0K | 0.05% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 16,214 | $747.0K | 0.27% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 16,541 | $762.0K | 0.02% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 16,742 | $771.0K | 0.02% | +16,742 | New |
| Cordasco Financial Network | 17,071 | $787.0K | 0.54% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 17,311 | $798.0K | 0.02% | −295−1.7% | Reduced |
| Maryland State Retirement & Pension System | 17,068 | $801.0K | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 17,384 | $801.0K | 0.03% | +17,384 | New |
| Loudon Investment Management, LLC | 17,463 | $805.0K | 0.57% | −589−3.3% | Reduced |
| Costello Asset Management, INC | 17,516 | $807.0K | 0.52% | +200+1.2% | Added |
| Westpac Banking Corp | 17,600 | $811.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 17,613 | $812.0K | 0.02% | +10+0.1% | Added |
| Taylor Hoffman Wealth Management | 17,845 | $825.0K | 0.35% | −100−0.6% | Reduced |
| Smithfield Trust Co | 17,901 | $826.0K | 0.05% | 00.0% | Unchanged |
| Jefferies Group LLC | 18,000 | $829.4K | 0.02% | +18,000 | New |
| Verition Fund Management LLC | 18,142 | $836.0K | 0.01% | +7,069+63.8% | Added |
| Pathstone Family Office, LLC | 18,235 | $840.0K | 0.02% | +7,472+69.4% | Added |
| Profund Advisors LLC | 18,329 | $845.0K | 0.03% | −1,936−9.6% | Reduced |
| Rockland Trust Co | 18,480 | $852.0K | 0.06% | −7,333−28.4% | Reduced |
| Glen Eagle Advisors, LLC | 18,675 | $860.5K | 0.25% | +2,965+18.9% | Added |
| Csenge Advisory Group | 18,760 | $868.0K | 0.07% | +11,775+168.6% | Added |
| Penobscot Investment Management Company, Inc. | 19,145 | $882.0K | 0.13% | −1,500−7.3% | Reduced |
| Daiwa Securities Group Inc. | 19,163 | $883.0K | 0.01% | +8,385+77.8% | Added |
| Prudential PLC | 19,755 | $910.0K | 0.01% | −3,047−13.4% | Reduced |
| AE Wealth Management LLC | 19,901 | $917.0K | 0.01% | +717+3.7% | Added |
| Wealthcare Advisory Partners LLC | 19,976 | $920.0K | 0.06% | −260−1.3% | Reduced |
| Securian Asset Management, Inc | 20,056 | $924.0K | 0.02% | −488−2.4% | Reduced |
| Tower Bridge Advisors | 20,096 | $926.0K | 0.06% | −116−0.6% | Reduced |
| Fiduciary Trust Co | 20,186 | $930.0K | 0.02% | −1,893−8.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,457 | $943.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20,489 | $944.0K | 0.02% | +202+1.0% | Added |
| Miller Howard Investments Inc | 20,564 | $948.0K | 0.04% | −58−0.3% | Reduced |
| Americana Partners, LLC | 20,600 | $949.0K | 0.23% | +20,600 | New |
| Bernardo Wealth Planning LLC | 20,892 | $962.0K | 0.56% | −224−1.1% | Reduced |
| Shell Asset Management Co | 20,990 | $967.0K | 0.02% | −1,048−4.8% | Reduced |
| Ingalls & Snyder LLC | 21,194 | $977.0K | 0.05% | −462−2.1% | Reduced |
| Cozad Asset Management Inc | 21,524 | $992.0K | 0.15% | −371−1.7% | Reduced |
| Quantbot Technologies LP | 21,719 | $1.00M | 0.07% | +21,719 | New |
| Hoylecohen, LLC | 21,785 | $1.00M | 0.10% | −3,000−12.1% | Reduced |
| Virtue Capital Management, LLC | 22,054 | $1.02M | 0.18% | +4,554+26.0% | Added |
| Natixis Advisors, L.P. | 22,131 | $1.02M | 0.00% | +850+4.0% | Added |
| Whittier Trust Co | 22,508 | $1.04M | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 22,637 | $1.04M | 0.02% | +1,806+8.7% | Added |
| Liberty One Investment Management, LLC | 22,715 | $1.05M | 0.18% | +358+1.6% | Added |
| Cetera Advisor Networks LLC | 22,784 | $1.05M | 0.01% | +5,134+29.1% | Added |
| Pacer Advisors, Inc. | 22,964 | $1.06M | 0.01% | −11,624−33.6% | Reduced |
| Man Group plc | 23,077 | $1.06M | 0.00% | −1,321−5.4% | Reduced |
| Toth Financial Advisory Corp | 23,327 | $1.07M | 0.16% | −330−1.4% | Reduced |
| TD Asset Management Inc | 23,472 | $1.08M | 0.00% | −300−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 23,172 | $1.09M | 0.02% | +23,172 | New |
| Rothschild Investment Corp | 23,705 | $1.09M | 0.09% | 00.0% | Unchanged |
| Mirova | 23,722 | $1.09M | 0.14% | +2,128+9.9% | Added |
| US Bancorp | 23,793 | $1.10M | 0.00% | −1,392−5.5% | Reduced |
| Standard Life Aberdeen plc | 23,958 | $1.12M | 0.00% | +8,589+55.9% | Added |
| Financial Architects, Inc | 24,486 | $1.13M | 0.16% | −127−0.5% | Reduced |
| First Business Financial Services, Inc. | 24,617 | $1.13M | 0.13% | +542+2.3% | Added |
| Nissay Asset Management Corp | 25,078 | $1.16M | 0.01% | +827+3.4% | Added |
| Xponance, Inc. | 25,447 | $1.17M | 0.02% | −1,000−3.8% | Reduced |
| Rockefeller Capital Management L.P. | 25,569 | $1.18M | 0.01% | +10,857+73.8% | Added |
| Blackhill Capital Inc | 26,041 | $1.20M | 0.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 26,470 | $1.22M | 0.18% | +134+0.5% | Added |
| Rodgers Brothers Inc. | 26,663 | $1.23M | 0.25% | −1,250−4.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $1.24M | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 27,142 | $1.26M | 0.00% | −605−2.2% | Reduced |
| CoreCommodity Management, LLC | 27,570 | $1.27M | 0.36% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 27,560 | $1.27M | 0.15% | +20,240+276.5% | Added |
| Carnegie Capital Asset Management, LLC | 27,626 | $1.27M | 0.05% | +351+1.3% | Added |
| Holocene Advisors, LP | 28,202 | $1.30M | 0.01% | +28,202 | New |
| ELCO Management Co., LLC | 29,359 | $1.35M | 1.04% | +3,188+12.2% | Added |
| D.A. Davidson & Co. | 30,982 | $1.43M | 0.02% | +1,010+3.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 31,486 | $1.45M | 0.90% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 31,965 | $1.47M | 0.18% | +100.0% | Added |
| IFM Investors Pty Ltd | 32,006 | $1.48M | 0.03% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 32,216 | $1.49M | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 32,284 | $1.49M | 0.06% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 32,379 | $1.49M | 0.40% | 00.0% | Unchanged |
| Toronto Dominion Bank | 32,957 | $1.52M | 0.00% | +1,504+4.8% | Added |
| Cubist Systematic Strategies, LLC | 33,342 | $1.54M | 0.02% | −56,600−62.9% | Reduced |
| Mercer Global Advisors Inc | 33,680 | $1.55M | 0.01% | −2,005−5.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 33,728 | $1.55M | 0.46% | −2,376−6.6% | Reduced |
| State of Alaska, Department of Revenue | 34,323 | $1.58M | 0.02% | −422−1.2% | Reduced |
| Modera Wealth Management, LLC | 34,780 | $1.60M | 0.08% | +1,000+3.0% | Added |
| Glenmede Trust Co NA | 35,040 | $1.61M | 0.01% | +3,816+12.2% | Added |