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 |
|---|---|---|---|---|---|
| Wills Financial Group, Inc. | 157,953 | $7.28M | 3.27% | −6,101−3.7% | Reduced |
| Amalgamated Bank | 159,582 | $7.35M | 0.06% | −16,443−9.3% | Reduced |
| Texas Permanent School Fund | 165,433 | $7.62M | 0.09% | −1,151−0.7% | Reduced |
| Brandywine Global Investment Management, LLC | 170,886 | $7.87M | 0.06% | +170,886 | New |
| Victory Capital Management Inc | 172,021 | $7.93M | 0.01% | +1,231+0.7% | Added |
| State of Wisconsin Investment Board | 173,491 | $7.99M | 0.02% | +9,122+5.5% | Added |
| Mn Services Vermogensbeheer B.V. | 173,500 | $8.00M | 0.05% | +2,600+1.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 176,076 | $8.11M | 0.98% | +8,834+5.3% | Added |
| Massachusetts Financial Services Co | 189,159 | $8.72M | 0.00% | +5,778+3.2% | Added |
| Mutual of America Capital Management LLC | 197,169 | $9.09M | 0.09% | −1,135−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 200,049 | $9.22M | 0.01% | −18,834−8.6% | Reduced |
| Coann Capital LLC | 202,313 | $9.32M | 8.99% | +202,313 | New |
| Ensign Peak Advisors, Inc | 206,250 | $9.50M | 0.02% | +3,000+1.5% | Added |
| Magellan Asset Management Ltd | 207,801 | $9.57M | 0.02% | +17,066+8.9% | Added |
| Cambiar Investors LLC | 208,151 | $9.59M | 0.33% | −2,257−1.1% | Reduced |
| DekaBank Deutsche Girozentrale | 209,308 | $9.67M | 0.03% | +73,517+54.1% | Added |
| AMP Capital Investors Ltd | 220,599 | $10.2M | 0.06% | −27,396−11.0% | Reduced |
| Brookfield Asset Management Inc. | 237,030 | $10.9M | 0.04% | +800+0.3% | Added |
| Hennessy Advisors Inc | 238,300 | $11.0M | 0.66% | −3,800−1.6% | Reduced |
| Gradient Investments LLC | 252,897 | $11.7M | 0.33% | +4,748+1.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 253,847 | $11.7M | 0.14% | +57,047+29.0% | Added |
| FMR LLC | 260,124 | $12.0M | 0.00% | −26,131−9.1% | Reduced |
| First Manhattan Co | 263,366 | $12.1M | 0.04% | −892−0.3% | Reduced |
| New York State Teachers Retirement System | 266,003 | $12.3M | 0.03% | +12,863+5.1% | Added |
| State Board of Administration of Florida Retirement System | 266,872 | $12.3M | 0.02% | −3,129−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 283,897 | $13.1M | 0.03% | +3,882+1.4% | Added |
| Manufacturers Life Insurance Company, The | 288,126 | $13.3M | 0.01% | +22,435+8.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 288,396 | $13.3M | 0.12% | −66,360−18.7% | Reduced |
| HRT Financial LP | 289,378 | $13.3M | 0.08% | +274,096+1,793.6% | Added |
| Retirement Systems of Alabama | 289,571 | $13.3M | 0.05% | −1,644−0.6% | Reduced |
| Janus Henderson Group PLC | 290,961 | $13.4M | 0.01% | +143,130+96.8% | Added |
| Royal Bank of Canada | 298,999 | $13.8M | 0.00% | +37,508+14.3% | Added |
| Millennium Management LLC | 308,321 | $14.2M | 0.02% | −177,351−36.5% | Reduced |
| Renaissance Technologies LLC | 315,717 | $14.5M | 0.02% | +315,717 | New |
| Erste Asset Management GmbH | 314,050 | $14.7M | 0.29% | 00.0% | Unchanged |
| UBS Group AG | 333,437 | $15.4M | 0.01% | +31,598+10.5% | Added |
| Raymond James & Associates | 341,540 | $15.7M | 0.01% | −64,538−15.9% | Reduced |
| Ameriprise Financial Inc | 348,873 | $16.1M | 0.01% | −74,478−17.6% | Reduced |
| Wells Fargo & Company | 364,990 | $16.8M | 0.00% | +47,854+15.1% | Added |
| Price T Rowe Associates Inc | 384,869 | $17.7M | 0.00% | +4,420+1.2% | Added |
| American International Group, Inc. | 385,161 | $17.7M | 0.09% | −11,946−3.0% | Reduced |
| Great West Life Assurance Co | 397,263 | $18.4M | 0.04% | −226,391−36.3% | Reduced |
| ProShare Advisors LLC | 419,612 | $19.3M | 0.05% | +3,654+0.9% | Added |
| Public Employees Retirement Association of Colorado | 444,404 | $20.5M | 0.09% | −14,690−3.2% | Reduced |
| Cambridge Trust Co | 445,251 | $20.5M | 0.77% | +401+0.1% | Added |
| Credit Suisse AG | 453,420 | $20.9M | 0.02% | +7,727+1.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 459,435 | $21.2M | 0.11% | +169,235+58.3% | Added |
| California State Teachers Retirement System | 463,640 | $21.4M | 0.03% | +16,590+3.7% | Added |
| APG Asset Management N.V. | 566,152 | $22.5M | 0.04% | −45,790−7.5% | Reduced |
| Parametric Portfolio Associates LLC | 488,785 | $22.5M | 0.01% | +60,832+14.2% | Added |
| Alliancebernstein L.P. | 496,247 | $22.9M | 0.01% | +14,899+3.1% | Added |
| California Public Employees Retirement System | 507,892 | $23.4M | 0.02% | −6,699−1.3% | Reduced |
| JPMorgan Chase & Co | 512,121 | $23.6M | 0.00% | −47,660−8.5% | Reduced |
| Bank of America Corp | 528,430 | $24.4M | 0.00% | +68,124+14.8% | Added |
| Gabelli Funds LLC | 533,500 | $24.6M | 0.16% | −8,500−1.6% | Reduced |
| Macquarie Group Ltd | 534,639 | $24.6M | 0.02% | −27,612−4.9% | Reduced |
| Deutsche Bank AG | 555,500 | $25.6M | 0.01% | +63,842+13.0% | Added |
| Nuveen Asset Management, LLC | 558,622 | $25.7M | 0.01% | +116,601+26.4% | Added |
| FIL Ltd | 568,398 | $26.2M | 0.03% | −554,791−49.4% | Reduced |
| Rhumbline Advisers | 588,169 | $27.1M | 0.04% | −16,996−2.8% | Reduced |
| Point72 Asset Management, L.P. | 683,707 | $31.5M | 0.15% | +683,707 | New |
| New York State Common Retirement Fund | 694,778 | $32.0M | 0.03% | +14,900+2.2% | Added |
| Zimmer Partners, LP | 721,013 | $33.2M | 0.53% | +503,922+232.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 767,124 | $35.3M | 0.02% | +110,367+16.8% | Added |
| Goldman Sachs Group Inc | 853,456 | $39.3M | 0.01% | +114,682+15.5% | Added |
| UBS Asset Management Americas Inc | 913,935 | $42.1M | 0.02% | −19,758−2.1% | Reduced |
| Swiss National Bank | 924,586 | $42.6M | 0.03% | −26,000−2.7% | Reduced |
| Personal Capital Advisors Corp | 958,949 | $44.2M | 0.22% | +46,213+5.1% | Added |
| KBC Group NV | 1,005,208 | $46.3M | 0.17% | +52,435+5.5% | Added |
| Tandem Investment Advisors, Inc. | 1,017,241 | $46.9M | 3.84% | +62,489+6.5% | Added |
| Dimensional Fund Advisors LP | 1,021,602 | $47.1M | 0.02% | +32,851+3.3% | Added |
| Storebrand Asset Management AS | 1,029,678 | $47.4M | 0.23% | −29,832−2.8% | Reduced |
| Citadel Advisors LLC | 1,103,220 | $50.8M | 0.06% | +899,850+442.5% | Added |
| First Trust Advisors LP | 1,220,780 | $56.3M | 0.06% | +262,130+27.3% | Added |
| Kames Capital plc | 1,243,341 | $57.3M | 0.81% | +6,240+0.5% | Added |
| Duff & Phelps Investment Management Co | 1,249,510 | $57.6M | 0.75% | −220,536−15.0% | Reduced |
| Principal Financial Group Inc | 1,290,701 | $59.5M | 0.04% | +43,157+3.5% | Added |
| Charles Schwab Investment Management Inc | 1,326,303 | $61.1M | 0.02% | +55,596+4.4% | Added |
| Morgan Stanley | 1,444,211 | $66.5M | 0.01% | +166,585+13.0% | Added |
| Nuance Investments, LLC | 1,639,825 | $75.6M | 1.38% | −1,269,200−43.6% | Reduced |
| Franklin Resources Inc | 1,801,168 | $83.0M | 0.03% | −42,746−2.3% | Reduced |
| Bank of Montreal | 1,792,920 | $84.0M | 0.04% | +441,729+32.7% | Added |
| Cohen & Steers, Inc. | 2,121,150 | $97.7M | 0.18% | −18,079−0.8% | Reduced |
| Jennison Associates LLC | 2,345,183 | $108.1M | 0.07% | +247,490+11.8% | Added |
| Legal & General Group Plc | 2,450,737 | $112.9M | 0.04% | −41,491−1.7% | Reduced |
| Bank of New York Mellon Corp | 2,464,392 | $113.6M | 0.02% | −40,702−1.6% | Reduced |
| Geode Capital Management, LLC | 2,807,406 | $129.2M | 0.02% | +19,705+0.7% | Added |
| Northern Trust Corp | 2,826,709 | $130.3M | 0.02% | +4,991+0.2% | Added |
| Amundi | 3,070,793 | $141.5M | 0.10% | +257,761+9.2% | Added |
| Norges Bank | 3,460,128 | $159.4M | 0.04% | −332,527−8.8% | Reduced |
| Invesco Ltd. | 3,608,852 | $166.3M | 0.04% | +342,951+10.5% | Added |
| Pictet Asset Management SA | 4,415,290 | $203.5M | 0.22% | +4,415,290 | New |
| Impax Asset Management Group plc | 5,531,290 | $254.9M | 1.05% | +1,171,223+26.9% | Added |
| State Street Corp | 11,969,751 | $551.6M | 0.03% | +142,412+1.2% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $998.1M | 1.13% | 00.0% | Unchanged |
| Vanguard Group Inc | 23,674,015 | $1.09B | 0.03% | −1,817,213−7.1% | Reduced |
| BlackRock Inc. | 24,606,017 | $1.13B | 0.03% | +15,561+0.1% | Added |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −350,131−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −315,854−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −253,110−100.0% | Sold out |