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 |
|---|---|---|---|---|---|
| DFPG Investments, LLC | 0 | $0 | 0.00% | −31,488−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −30,958−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −28,285−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −26,818−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −26,248−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −21,932−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,575−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −15,951−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −15,586−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −15,493−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −13,994−100.0% | Sold out |
| Rowland & Co Investment Counsel | 0 | $0 | 0.00% | −11,665−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,553−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −10,579−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −9,921−100.0% | Sold out |
| Fort Pitt Capital Group, LLC | 0 | $0 | 0.00% | −9,220−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −8,524−100.0% | Sold out |
| O'Brien Wealth Partners LLC | 0 | $0 | 0.00% | −8,136−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −7,244−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −7,050−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −6,080−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −5,630−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −5,236−100.0% | Sold out |
| Mainstay Capital Management LLC | 0 | $0 | 0.00% | −5,095−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −4,591−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −4,509−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Eubel Brady & Suttman Asset Management Inc | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Personal Wealth Partners | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| Hoover Financial Advisors, Inc. | – | – | – | – | Not filed |
| Pratt Collard Advisory Partners LLC | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |