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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 144,494 | $6.66M | 0.04% | +31,366+27.7% | Added |
| Thrivent Financial for Lutherans | 142,472 | $6.57M | 0.01% | +82,641+138.1% | Added |
| Russell Investments Group, Ltd. | 137,375 | $6.35M | 0.01% | −157,203−53.4% | Reduced |
| HM Payson & Co | 135,229 | $6.23M | 0.15% | +4,660+3.6% | Added |
| First National Bank & Trust Co of Newtown | 130,739 | $6.02M | 1.25% | −834−0.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 130,460 | $6.01M | 0.01% | −2,421,054−94.9% | Reduced |
| Public Employees Retirement System of Ohio | 129,636 | $5.97M | 0.02% | −2,403−1.8% | Reduced |
| First National Corp | 125,684 | $5.79M | 1.30% | +35,663+39.6% | Added |
| Vontobel Holding Ltd. | 118,823 | $5.48M | 0.05% | +11,835+11.1% | Added |
| 44 Wealth Management LLC | 117,399 | $5.41M | 2.07% | +1,096+0.9% | Added |
| Farmers Trust Co | 116,091 | $5.37M | 1.19% | +1,350+1.2% | Added |
| Boenning & Scattergood, Inc. | 116,436 | $5.37M | 0.94% | −1,583−1.3% | Reduced |
| Asset Management One Co.,Ltd. | 114,466 | $5.27M | 0.02% | +4,818+4.4% | Added |
| State of New Jersey Common Pension Fund D | 113,152 | $5.21M | 0.02% | +3,275+3.0% | Added |
| Bright Rock Capital Management, LLC | 111,500 | $5.14M | 1.29% | 00.0% | Unchanged |
| MetLife Investment Management | 107,438 | $4.95M | 0.04% | −4,257−3.8% | Reduced |
| BLB&B Advisors, LLC | 103,975 | $4.79M | 0.32% | −1,140−1.1% | Reduced |
| Comerica Bank | 101,377 | $4.76M | 0.03% | −20,897−17.1% | Reduced |
| AQR Capital Management LLC | 100,202 | $4.62M | 0.01% | −115,889−53.6% | Reduced |
| Citigroup Inc | 98,675 | $4.55M | 0.00% | −13,754−12.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 96,416 | $4.44M | 1.06% | −1,483−1.5% | Reduced |
| Brown Advisory Inc | 96,388 | $4.44M | 0.01% | −2,782−2.8% | Reduced |
| South Dakota Investment Council | 94,295 | $4.34M | 0.08% | 00.0% | Unchanged |
| Stifel Financial Corp | 90,219 | $4.16M | 0.01% | +6,499+7.8% | Added |
| M&T Bank Corp | 89,227 | $4.11M | 0.02% | −2,364−2.6% | Reduced |
| Andra AP-fonden | 88,500 | $4.08M | 0.08% | +17,400+24.5% | Added |
| Ergoteles LLC | 87,422 | $4.03M | 0.15% | +87,422 | New |
| Clear Harbor Asset Management, LLC | 87,331 | $4.02M | 0.48% | −1,920−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 86,860 | $4.01M | 0.01% | +6,200+7.7% | Added |
| NN Investment Partners Holdings N.V. | 85,166 | $3.92M | 0.02% | −261,900−75.5% | Reduced |
| Treasurer of the State of North Carolina | 84,007 | $3.87M | 0.02% | +2,389+2.9% | Added |
| LPL Financial LLC | 83,668 | $3.85M | 0.00% | +6,825+8.9% | Added |
| HSBC Holdings PLC | 82,254 | $3.80M | 0.00% | −16,627−16.8% | Reduced |
| Radnor Capital Management, LLC | 81,602 | $3.76M | 2.23% | +18,332+29.0% | Added |
| Silver Lake Advisory, LLC | 81,480 | $3.75M | 1.85% | −839−1.0% | Reduced |
| Sargent Bickham Lagudis LLC | 80,272 | $3.70M | 0.30% | −2,812−3.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 79,506 | $3.66M | 0.01% | −2,833−3.4% | Reduced |
| Ameritas Investment Partners, Inc. | 79,026 | $3.64M | 0.13% | −879−1.1% | Reduced |
| Creative Planning | 77,092 | $3.55M | 0.01% | +4,600+6.3% | Added |
| Employees Retirement System of Texas | 76,875 | $3.54M | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 75,578 | $3.48M | 0.02% | −12,419−14.1% | Reduced |
| Oregon Public Employees Retirement Fund | 75,237 | $3.47M | 0.04% | −993−1.3% | Reduced |
| Swedbank AB | 75,149 | $3.46M | 0.01% | −41,855−35.8% | Reduced |
| Truist Financial Corp | 75,119 | $3.46M | 0.01% | −5,399−6.7% | Reduced |
| Teacher Retirement System of Texas | 74,556 | $3.44M | 0.02% | −45,685−38.0% | Reduced |
| Benedict Financial Advisors Inc | 74,494 | $3.43M | 0.96% | −380−0.5% | Reduced |
| Stephens Inc | 71,285 | $3.29M | 0.05% | +1,664+2.4% | Added |
| Hamilton Point Investment Advisors, LLC | 70,297 | $3.24M | 0.86% | −197−0.3% | Reduced |
| State of Tennessee, Treasury Department | 68,487 | $3.16M | 0.01% | −6,821−9.1% | Reduced |
| Texas Yale Capital Corp. | 67,258 | $3.10M | 0.18% | +185+0.3% | Added |
| Redpoint Investment Management Pty Ltd | 65,605 | $3.02M | 0.26% | −5,858−8.2% | Reduced |
| Arizona State Retirement System | 65,490 | $3.02M | 0.02% | −369−0.6% | Reduced |
| Vident Investment Advisory, LLC | 65,252 | $3.01M | 0.09% | +26,345+67.7% | Added |
| Legacy Advisors, LLC | 64,215 | $2.96M | 1.18% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 61,820 | $2.85M | 0.06% | −119−0.2% | Reduced |
| ExodusPoint Capital Management, LP | 60,523 | $2.79M | 0.04% | +60,523 | New |
| Arcadia Investment Management Corp | 60,387 | $2.78M | 0.51% | +10,352+20.7% | Added |
| YHB Investment Advisors, Inc. | 57,742 | $2.66M | 0.23% | −44−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 57,663 | $2.66M | 0.01% | +3,250+6.0% | Added |
| Panagora Asset Management Inc | 57,586 | $2.65M | 0.01% | −3,157−5.2% | Reduced |
| Addison Capital Co | 57,291 | $2.64M | 1.22% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 57,000 | $2.63M | 0.06% | −1,000−1.7% | Reduced |
| HighTower Advisors, LLC | 56,838 | $2.62M | 0.01% | +1,990+3.6% | Added |
| AdvisorNet Financial, Inc | 56,227 | $2.59M | 0.18% | +56,227 | New |
| State of Michigan Retirement System | 55,993 | $2.58M | 0.01% | −300−0.5% | Reduced |
| Guggenheim Capital LLC | 53,782 | $2.48M | 0.02% | +14,459+36.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53,537 | $2.47M | 0.01% | 00.0% | Unchanged |
| USS Investment Management Ltd | 51,460 | $2.37M | 0.02% | +20,448+65.9% | Added |
| Jacobi Capital Management LLC | 51,119 | $2.35M | 0.30% | −218−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 49,875 | $2.30M | 0.01% | −3,000−5.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 49,742 | $2.29M | 0.52% | 00.0% | Unchanged |
| DnB Asset Management AS | 49,046 | $2.26M | 0.01% | +474+1.0% | Added |
| Coastline Trust Co | 47,136 | $2.17M | 0.27% | −910−1.9% | Reduced |
| New Mexico Educational Retirement Board | 46,300 | $2.13M | 0.07% | 00.0% | Unchanged |
| TFG Advisers LLC | 46,215 | $2.13M | 1.03% | +430+0.9% | Added |
| Baird Financial Group, Inc. | 45,755 | $2.11M | 0.01% | −692−1.5% | Reduced |
| Tortoise Index Solutions, LLC | 45,190 | $2.08M | 0.49% | +7,014+18.4% | Added |
| First American Bank | 44,980 | $2.07M | 0.12% | +4,770+11.9% | Added |
| Haverford Trust Co | 44,616 | $2.06M | 0.02% | +10,208+29.7% | Added |
| Nomura Asset Management Co Ltd | 43,990 | $2.03M | 0.01% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 43,921 | $2.02M | 0.05% | +5,113+13.2% | Added |
| British Columbia Investment Management Corp | 43,140 | $1.99M | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 43,015 | $1.98M | 0.00% | −391−0.9% | Reduced |
| Federated Hermes, Inc. | 40,856 | $1.88M | 0.00% | −2,111−4.9% | Reduced |
| Metropolitan Life Insurance Co | 40,840 | $1.88M | 0.03% | −1,411−3.3% | Reduced |
| Utah Retirement Systems | 40,498 | $1.87M | 0.03% | −2,400−5.6% | Reduced |
| Korea Investment CORP | 40,400 | $1.86M | 0.01% | −6,900−14.6% | Reduced |
| Handelsbanken Fonder AB | 40,267 | $1.86M | 0.01% | 00.0% | Unchanged |
| Ledyard National Bank | 40,167 | $1.85M | 0.19% | −400−1.0% | Reduced |
| Seeyond | 39,875 | $1.84M | 0.18% | −404−1.0% | Reduced |
| First Personal Financial Services | 38,260 | $1.76M | 0.44% | +320+0.8% | Added |
| Envestnet Asset Management Inc | 37,094 | $1.71M | 0.00% | +303+0.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 36,943 | $1.70M | 0.03% | −286−0.8% | Reduced |
| Van Eck Associates Corp | 36,793 | $1.70M | 0.00% | +2,850+8.4% | Added |
| Tortoise Capital Advisors, L.L.C. | 36,628 | $1.69M | 0.03% | +10,004+37.6% | Added |
| Candriam Luxembourg S.C.A. | 35,712 | $1.65M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 35,493 | $1.64M | 0.00% | +7,184+25.4% | Added |
| Glenmede Trust Co NA | 35,040 | $1.61M | 0.01% | +3,816+12.2% | Added |
| Modera Wealth Management, LLC | 34,780 | $1.60M | 0.08% | +1,000+3.0% | Added |
| State of Alaska, Department of Revenue | 34,323 | $1.58M | 0.02% | −422−1.2% | Reduced |