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 |
|---|---|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 33,728 | $1.55M | 0.46% | −2,376−6.6% | Reduced |
| Mercer Global Advisors Inc | 33,680 | $1.55M | 0.01% | −2,005−5.6% | Reduced |
| Cubist Systematic Strategies, LLC | 33,342 | $1.54M | 0.02% | −56,600−62.9% | Reduced |
| Toronto Dominion Bank | 32,957 | $1.52M | 0.00% | +1,504+4.8% | Added |
| Continuum Advisory, LLC | 32,379 | $1.49M | 0.40% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 32,284 | $1.49M | 0.06% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 32,216 | $1.49M | 0.01% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 32,006 | $1.48M | 0.03% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 31,965 | $1.47M | 0.18% | +100.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 31,486 | $1.45M | 0.90% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 30,982 | $1.43M | 0.02% | +1,010+3.4% | Added |
| ELCO Management Co., LLC | 29,359 | $1.35M | 1.04% | +3,188+12.2% | Added |
| Holocene Advisors, LP | 28,202 | $1.30M | 0.01% | +28,202 | New |
| Carnegie Capital Asset Management, LLC | 27,626 | $1.27M | 0.05% | +351+1.3% | Added |
| 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 |
| Prudential Financial Inc | 27,142 | $1.26M | 0.00% | −605−2.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $1.24M | 0.01% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 26,663 | $1.23M | 0.25% | −1,250−4.5% | Reduced |
| Arkadios Wealth Advisors | 26,470 | $1.22M | 0.18% | +134+0.5% | Added |
| Blackhill Capital Inc | 26,041 | $1.20M | 0.10% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 25,569 | $1.18M | 0.01% | +10,857+73.8% | Added |
| Xponance, Inc. | 25,447 | $1.17M | 0.02% | −1,000−3.8% | Reduced |
| Nissay Asset Management Corp | 25,078 | $1.16M | 0.01% | +827+3.4% | Added |
| First Business Financial Services, Inc. | 24,617 | $1.13M | 0.13% | +542+2.3% | Added |
| Financial Architects, Inc | 24,486 | $1.13M | 0.16% | −127−0.5% | Reduced |
| Standard Life Aberdeen plc | 23,958 | $1.12M | 0.00% | +8,589+55.9% | Added |
| US Bancorp | 23,793 | $1.10M | 0.00% | −1,392−5.5% | Reduced |
| Mirova | 23,722 | $1.09M | 0.14% | +2,128+9.9% | Added |
| Rothschild Investment Corp | 23,705 | $1.09M | 0.09% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 23,172 | $1.09M | 0.02% | +23,172 | New |
| TD Asset Management Inc | 23,472 | $1.08M | 0.00% | −300−1.3% | Reduced |
| Toth Financial Advisory Corp | 23,327 | $1.07M | 0.16% | −330−1.4% | Reduced |
| Man Group plc | 23,077 | $1.06M | 0.00% | −1,321−5.4% | Reduced |
| Pacer Advisors, Inc. | 22,964 | $1.06M | 0.01% | −11,624−33.6% | Reduced |
| Cetera Advisor Networks LLC | 22,784 | $1.05M | 0.01% | +5,134+29.1% | Added |
| Liberty One Investment Management, LLC | 22,715 | $1.05M | 0.18% | +358+1.6% | Added |
| Cetera Investment Advisers | 22,637 | $1.04M | 0.02% | +1,806+8.7% | Added |
| Whittier Trust Co | 22,508 | $1.04M | 0.02% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 22,131 | $1.02M | 0.00% | +850+4.0% | Added |
| Virtue Capital Management, LLC | 22,054 | $1.02M | 0.18% | +4,554+26.0% | Added |
| Hoylecohen, LLC | 21,785 | $1.00M | 0.10% | −3,000−12.1% | Reduced |
| Quantbot Technologies LP | 21,719 | $1.00M | 0.07% | +21,719 | New |
| Cozad Asset Management Inc | 21,524 | $992.0K | 0.15% | −371−1.7% | Reduced |
| Ingalls & Snyder LLC | 21,194 | $977.0K | 0.05% | −462−2.1% | Reduced |
| Shell Asset Management Co | 20,990 | $967.0K | 0.02% | −1,048−4.8% | Reduced |
| Bernardo Wealth Planning LLC | 20,892 | $962.0K | 0.56% | −224−1.1% | Reduced |
| Americana Partners, LLC | 20,600 | $949.0K | 0.23% | +20,600 | New |
| Miller Howard Investments Inc | 20,564 | $948.0K | 0.04% | −58−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,489 | $944.0K | 0.02% | +202+1.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,457 | $943.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 20,186 | $930.0K | 0.02% | −1,893−8.6% | Reduced |
| Tower Bridge Advisors | 20,096 | $926.0K | 0.06% | −116−0.6% | Reduced |
| Securian Asset Management, Inc | 20,056 | $924.0K | 0.02% | −488−2.4% | Reduced |
| Wealthcare Advisory Partners LLC | 19,976 | $920.0K | 0.06% | −260−1.3% | Reduced |
| AE Wealth Management LLC | 19,901 | $917.0K | 0.01% | +717+3.7% | Added |
| Prudential PLC | 19,755 | $910.0K | 0.01% | −3,047−13.4% | Reduced |
| Daiwa Securities Group Inc. | 19,163 | $883.0K | 0.01% | +8,385+77.8% | Added |
| Penobscot Investment Management Company, Inc. | 19,145 | $882.0K | 0.13% | −1,500−7.3% | Reduced |
| Csenge Advisory Group | 18,760 | $868.0K | 0.07% | +11,775+168.6% | Added |
| Glen Eagle Advisors, LLC | 18,675 | $860.5K | 0.25% | +2,965+18.9% | Added |
| Rockland Trust Co | 18,480 | $852.0K | 0.06% | −7,333−28.4% | Reduced |
| Profund Advisors LLC | 18,329 | $845.0K | 0.03% | −1,936−9.6% | Reduced |
| Pathstone Family Office, LLC | 18,235 | $840.0K | 0.02% | +7,472+69.4% | Added |
| Verition Fund Management LLC | 18,142 | $836.0K | 0.01% | +7,069+63.8% | Added |
| Jefferies Group LLC | 18,000 | $829.4K | 0.02% | +18,000 | New |
| Smithfield Trust Co | 17,901 | $826.0K | 0.05% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 17,845 | $825.0K | 0.35% | −100−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 17,613 | $812.0K | 0.02% | +10+0.1% | Added |
| Westpac Banking Corp | 17,600 | $811.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 17,516 | $807.0K | 0.52% | +200+1.2% | Added |
| Loudon Investment Management, LLC | 17,463 | $805.0K | 0.57% | −589−3.3% | 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 |
| Kennedy Capital Management, Inc. | 17,311 | $798.0K | 0.02% | −295−1.7% | Reduced |
| Cordasco Financial Network | 17,071 | $787.0K | 0.54% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 16,742 | $771.0K | 0.02% | +16,742 | New |
| Elo Mutual Pension Insurance Co | 16,541 | $762.0K | 0.02% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 16,214 | $747.0K | 0.27% | 00.0% | Unchanged |
| Philadelphia Trust Co | 16,145 | $744.0K | 0.05% | 00.0% | Unchanged |
| Eaton Vance Management | 17,544 | $728.0K | 0.00% | +1,618+10.2% | Added |
| Clean Yield Group | 15,726 | $725.0K | 0.26% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 15,490 | $714.0K | 0.02% | +173+1.1% | Added |
| 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 |
| Mitchell Sinkler & Starr | 15,031 | $693.0K | 0.63% | −1,579−9.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,995 | $691.0K | 0.03% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 14,867 | $685.0K | 0.09% | +2,565+20.9% | Added |
| Marshall Wace, LLP | 14,651 | $675.0K | 0.00% | +14,651 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,601 | $672.0K | 0.02% | −234−1.6% | Reduced |
| 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 |
| Welch & Forbes LLC | 14,187 | $654.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 13,833 | $637.0K | 0.09% | −9,984−41.9% | Reduced |
| Oppenheimer & Co Inc | 13,712 | $632.0K | 0.01% | +6,821+99.0% | Added |
| First Pacific Financial | 13,560 | $625.0K | 0.33% | +555+4.3% | Added |
| Inverness Counsel LLC | 13,475 | $621.0K | 0.02% | −300−2.2% | Reduced |
| Moors & Cabot, Inc. | 13,377 | $616.0K | 0.04% | +375+2.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,366 | $615.0K | 0.00% | +7,300+120.3% | Added |