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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 35,493 | $1.64M | 0.00% | +7,184+25.4% | Added |
| Candriam Luxembourg S.C.A. | 35,712 | $1.65M | 0.01% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 36,628 | $1.69M | 0.03% | +10,004+37.6% | Added |
| Van Eck Associates Corp | 36,793 | $1.70M | 0.00% | +2,850+8.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 36,943 | $1.70M | 0.03% | −286−0.8% | Reduced |
| Envestnet Asset Management Inc | 37,094 | $1.71M | 0.00% | +303+0.8% | Added |
| First Personal Financial Services | 38,260 | $1.76M | 0.44% | +320+0.8% | Added |
| Seeyond | 39,875 | $1.84M | 0.18% | −404−1.0% | Reduced |
| Ledyard National Bank | 40,167 | $1.85M | 0.19% | −400−1.0% | Reduced |
| Handelsbanken Fonder AB | 40,267 | $1.86M | 0.01% | 00.0% | Unchanged |
| Korea Investment CORP | 40,400 | $1.86M | 0.01% | −6,900−14.6% | Reduced |
| Utah Retirement Systems | 40,498 | $1.87M | 0.03% | −2,400−5.6% | Reduced |
| Metropolitan Life Insurance Co | 40,840 | $1.88M | 0.03% | −1,411−3.3% | Reduced |
| Federated Hermes, Inc. | 40,856 | $1.88M | 0.00% | −2,111−4.9% | Reduced |
| Voya Investment Management LLC | 43,015 | $1.98M | 0.00% | −391−0.9% | Reduced |
| British Columbia Investment Management Corp | 43,140 | $1.99M | 0.01% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 43,921 | $2.02M | 0.05% | +5,113+13.2% | Added |
| Nomura Asset Management Co Ltd | 43,990 | $2.03M | 0.01% | 00.0% | Unchanged |
| Haverford Trust Co | 44,616 | $2.06M | 0.02% | +10,208+29.7% | Added |
| First American Bank | 44,980 | $2.07M | 0.12% | +4,770+11.9% | Added |
| Tortoise Index Solutions, LLC | 45,190 | $2.08M | 0.49% | +7,014+18.4% | Added |
| Baird Financial Group, Inc. | 45,755 | $2.11M | 0.01% | −692−1.5% | Reduced |
| TFG Advisers LLC | 46,215 | $2.13M | 1.03% | +430+0.9% | Added |
| New Mexico Educational Retirement Board | 46,300 | $2.13M | 0.07% | 00.0% | Unchanged |
| Coastline Trust Co | 47,136 | $2.17M | 0.27% | −910−1.9% | Reduced |
| DnB Asset Management AS | 49,046 | $2.26M | 0.01% | +474+1.0% | Added |
| Kistler-Tiffany Companies, LLC | 49,742 | $2.29M | 0.52% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 49,875 | $2.30M | 0.01% | −3,000−5.7% | Reduced |
| Jacobi Capital Management LLC | 51,119 | $2.35M | 0.30% | −218−0.4% | Reduced |
| USS Investment Management Ltd | 51,460 | $2.37M | 0.02% | +20,448+65.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53,537 | $2.47M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 53,782 | $2.48M | 0.02% | +14,459+36.8% | Added |
| State of Michigan Retirement System | 55,993 | $2.58M | 0.01% | −300−0.5% | Reduced |
| AdvisorNet Financial, Inc | 56,227 | $2.59M | 0.18% | +56,227 | New |
| HighTower Advisors, LLC | 56,838 | $2.62M | 0.01% | +1,990+3.6% | Added |
| Louisiana State Employees Retirement System | 57,000 | $2.63M | 0.06% | −1,000−1.7% | Reduced |
| Addison Capital Co | 57,291 | $2.64M | 1.22% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 57,586 | $2.65M | 0.01% | −3,157−5.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 57,663 | $2.66M | 0.01% | +3,250+6.0% | Added |
| YHB Investment Advisors, Inc. | 57,742 | $2.66M | 0.23% | −44−0.1% | Reduced |
| Arcadia Investment Management Corp | 60,387 | $2.78M | 0.51% | +10,352+20.7% | Added |
| ExodusPoint Capital Management, LP | 60,523 | $2.79M | 0.04% | +60,523 | New |
| Cullen/Frost Bankers, Inc. | 61,820 | $2.85M | 0.06% | −119−0.2% | Reduced |
| Legacy Advisors, LLC | 64,215 | $2.96M | 1.18% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 65,252 | $3.01M | 0.09% | +26,345+67.7% | Added |
| Arizona State Retirement System | 65,490 | $3.02M | 0.02% | −369−0.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 65,605 | $3.02M | 0.26% | −5,858−8.2% | Reduced |
| Texas Yale Capital Corp. | 67,258 | $3.10M | 0.18% | +185+0.3% | Added |
| State of Tennessee, Treasury Department | 68,487 | $3.16M | 0.01% | −6,821−9.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 70,297 | $3.24M | 0.86% | −197−0.3% | Reduced |
| Stephens Inc | 71,285 | $3.29M | 0.05% | +1,664+2.4% | Added |
| Benedict Financial Advisors Inc | 74,494 | $3.43M | 0.96% | −380−0.5% | Reduced |
| Teacher Retirement System of Texas | 74,556 | $3.44M | 0.02% | −45,685−38.0% | Reduced |
| Truist Financial Corp | 75,119 | $3.46M | 0.01% | −5,399−6.7% | Reduced |
| Swedbank AB | 75,149 | $3.46M | 0.01% | −41,855−35.8% | Reduced |
| Oregon Public Employees Retirement Fund | 75,237 | $3.47M | 0.04% | −993−1.3% | Reduced |
| SG Americas Securities, LLC | 75,578 | $3.48M | 0.02% | −12,419−14.1% | Reduced |
| Employees Retirement System of Texas | 76,875 | $3.54M | 0.04% | 00.0% | Unchanged |
| Creative Planning | 77,092 | $3.55M | 0.01% | +4,600+6.3% | Added |
| Ameritas Investment Partners, Inc. | 79,026 | $3.64M | 0.13% | −879−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 79,506 | $3.66M | 0.01% | −2,833−3.4% | Reduced |
| Sargent Bickham Lagudis LLC | 80,272 | $3.70M | 0.30% | −2,812−3.4% | Reduced |
| Silver Lake Advisory, LLC | 81,480 | $3.75M | 1.85% | −839−1.0% | Reduced |
| Radnor Capital Management, LLC | 81,602 | $3.76M | 2.23% | +18,332+29.0% | Added |
| HSBC Holdings PLC | 82,254 | $3.80M | 0.00% | −16,627−16.8% | Reduced |
| LPL Financial LLC | 83,668 | $3.85M | 0.00% | +6,825+8.9% | Added |
| Treasurer of the State of North Carolina | 84,007 | $3.87M | 0.02% | +2,389+2.9% | Added |
| NN Investment Partners Holdings N.V. | 85,166 | $3.92M | 0.02% | −261,900−75.5% | Reduced |
| Advisor Group Holdings, Inc. | 86,860 | $4.01M | 0.01% | +6,200+7.7% | Added |
| Clear Harbor Asset Management, LLC | 87,331 | $4.02M | 0.48% | −1,920−2.2% | Reduced |
| Ergoteles LLC | 87,422 | $4.03M | 0.15% | +87,422 | New |
| Andra AP-fonden | 88,500 | $4.08M | 0.08% | +17,400+24.5% | Added |
| M&T Bank Corp | 89,227 | $4.11M | 0.02% | −2,364−2.6% | Reduced |
| Stifel Financial Corp | 90,219 | $4.16M | 0.01% | +6,499+7.8% | Added |
| South Dakota Investment Council | 94,295 | $4.34M | 0.08% | 00.0% | Unchanged |
| Brown Advisory Inc | 96,388 | $4.44M | 0.01% | −2,782−2.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 96,416 | $4.44M | 1.06% | −1,483−1.5% | Reduced |
| Citigroup Inc | 98,675 | $4.55M | 0.00% | −13,754−12.2% | Reduced |
| AQR Capital Management LLC | 100,202 | $4.62M | 0.01% | −115,889−53.6% | Reduced |
| Comerica Bank | 101,377 | $4.76M | 0.03% | −20,897−17.1% | Reduced |
| BLB&B Advisors, LLC | 103,975 | $4.79M | 0.32% | −1,140−1.1% | Reduced |
| MetLife Investment Management | 107,438 | $4.95M | 0.04% | −4,257−3.8% | Reduced |
| Bright Rock Capital Management, LLC | 111,500 | $5.14M | 1.29% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 113,152 | $5.21M | 0.02% | +3,275+3.0% | Added |
| Asset Management One Co.,Ltd. | 114,466 | $5.27M | 0.02% | +4,818+4.4% | Added |
| Boenning & Scattergood, Inc. | 116,436 | $5.37M | 0.94% | −1,583−1.3% | Reduced |
| Farmers Trust Co | 116,091 | $5.37M | 1.19% | +1,350+1.2% | Added |
| 44 Wealth Management LLC | 117,399 | $5.41M | 2.07% | +1,096+0.9% | Added |
| Vontobel Holding Ltd. | 118,823 | $5.48M | 0.05% | +11,835+11.1% | Added |
| First National Corp | 125,684 | $5.79M | 1.30% | +35,663+39.6% | Added |
| Public Employees Retirement System of Ohio | 129,636 | $5.97M | 0.02% | −2,403−1.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 130,460 | $6.01M | 0.01% | −2,421,054−94.9% | Reduced |
| First National Bank & Trust Co of Newtown | 130,739 | $6.02M | 1.25% | −834−0.6% | Reduced |
| HM Payson & Co | 135,229 | $6.23M | 0.15% | +4,660+3.6% | Added |
| Russell Investments Group, Ltd. | 137,375 | $6.35M | 0.01% | −157,203−53.4% | Reduced |
| Thrivent Financial for Lutherans | 142,472 | $6.57M | 0.01% | +82,641+138.1% | Added |
| Private Advisor Group, LLC | 144,494 | $6.66M | 0.04% | +31,366+27.7% | Added |
| Janney Montgomery Scott LLC | 147,262 | $6.79M | 0.03% | +10,617+7.8% | Added |
| SEI Investments Co | 148,194 | $6.83M | 0.01% | −39,871−21.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 156,573 | $7.21M | 0.03% | +33,384+27.1% | Added |