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, Q4 2021
Institutional positions in Essential Utilities, Inc. as of Dec 31, 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
- 648
- +58 vs. Q3 2021
- Shares held
- 175.9M
- +3.21M (+1.9%) vs. Q3 2021
- Total value
- $9.44B
- +$1.48B (+18.6%) vs. Q3 2021
- New holders
- 104
- 228 more added
- Sold out
- 46
- 173 more reduced
7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 26,705,089 | $1.43B | 0.04% | +2,099,072+8.5% | Added |
| Vanguard Group Inc | 24,453,443 | $1.31B | 0.03% | +779,428+3.3% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $1.16B | 1.24% | 00.0% | Unchanged |
| State Street Corp | 12,769,899 | $685.6M | 0.03% | +800,148+6.7% | Added |
| Impax Asset Management Group plc | 5,554,494 | $298.2M | 1.09% | +23,204+0.4% | Added |
| Pictet Asset Management SA | 5,431,693 | $291.6M | 0.29% | +1,016,403+23.0% | Added |
| Invesco Ltd. | 3,737,877 | $200.7M | 0.05% | +129,025+3.6% | Added |
| Norges Bank | 3,682,059 | $197.7M | 0.04% | +221,931+6.4% | Added |
| Geode Capital Management, LLC | 2,959,223 | $158.6M | 0.02% | +151,817+5.4% | Added |
| Northern Trust Corp | 2,948,250 | $158.3M | 0.03% | +121,541+4.3% | Added |
| Legal & General Group Plc | 2,525,160 | $135.6M | 0.04% | +74,423+3.0% | Added |
| Bank of New York Mellon Corp | 2,443,615 | $131.2M | 0.02% | −20,777−0.8% | Reduced |
| Jennison Associates LLC | 2,277,846 | $122.3M | 0.08% | −67,337−2.9% | Reduced |
| Cohen & Steers, Inc. | 2,178,852 | $117.0M | 0.19% | +57,702+2.7% | Added |
| Bank of Montreal | 1,741,384 | $93.1M | 0.05% | −51,536−2.9% | Reduced |
| Franklin Resources Inc | 1,700,504 | $91.3M | 0.03% | −100,664−5.6% | Reduced |
| Duff & Phelps Investment Management Co | 1,621,327 | $87.0M | 1.02% | +371,817+29.8% | Added |
| Charles Schwab Investment Management Inc | 1,405,589 | $75.5M | 0.02% | +79,286+6.0% | Added |
| First Trust Advisors LP | 1,344,136 | $72.2M | 0.07% | +123,356+10.1% | Added |
| Kames Capital plc | 1,244,014 | $66.8M | 0.86% | +673+0.1% | Added |
| Principal Financial Group Inc | 1,240,402 | $66.6M | 0.04% | −50,299−3.9% | Reduced |
| Citadel Advisors LLC | 1,072,326 | $57.6M | 0.06% | −30,894−2.8% | Reduced |
| Dimensional Fund Advisors LP | 1,058,647 | $56.8M | 0.02% | +37,045+3.6% | Added |
| Tandem Investment Advisors, Inc. | 1,049,854 | $56.4M | 3.66% | +32,613+3.2% | Added |
| KBC Group NV | 1,028,589 | $55.2M | 0.18% | +23,381+2.3% | Added |
| Personal Capital Advisors Corp | 993,250 | $53.4M | 0.25% | +34,301+3.6% | Added |
| Millennium Management LLC | 948,640 | $50.9M | 0.06% | +640,319+207.7% | Added |
| UBS Asset Management Americas Inc | 947,978 | $50.9M | 0.02% | +34,043+3.7% | Added |
| Zimmer Partners, LP | 939,022 | $50.4M | 0.75% | +218,009+30.2% | Added |
| Great West Life Assurance Co | 931,984 | $49.9M | 0.10% | +534,721+134.6% | Added |
| Amundi | 956,539 | $48.5M | 0.03% | −2,114,254−68.9% | Reduced |
| Swiss National Bank | 887,286 | $47.6M | 0.03% | −37,300−4.0% | Reduced |
| Morgan Stanley | 851,684 | $45.7M | 0.01% | −592,527−41.0% | Reduced |
| Goldman Sachs Group Inc | 850,346 | $45.7M | 0.01% | −3,110−0.4% | Reduced |
| Point72 Asset Management, L.P. | 823,484 | $44.2M | 0.20% | +139,777+20.4% | Added |
| New York State Common Retirement Fund | 706,278 | $37.9M | 0.04% | +11,500+1.7% | Added |
| Macquarie Group Ltd | 663,742 | $35.2M | 0.03% | +129,103+24.1% | Added |
| Rhumbline Advisers | 613,509 | $32.9M | 0.04% | +25,340+4.3% | Added |
| Deutsche Bank AG | 590,604 | $31.7M | 0.01% | +35,104+6.3% | Added |
| Nuveen Asset Management, LLC | 588,881 | $31.6M | 0.01% | +30,259+5.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 587,698 | $31.6M | 0.02% | −179,426−23.4% | Reduced |
| Nuance Investments, LLC | 583,668 | $31.3M | 0.55% | −1,056,157−64.4% | Reduced |
| JPMorgan Chase & Co | 583,569 | $31.3M | 0.00% | +71,448+14.0% | Added |
| FIL Ltd | 580,390 | $31.2M | 0.03% | +11,992+2.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 561,895 | $30.2M | 0.15% | +102,460+22.3% | Added |
| Bank of America Corp | 551,533 | $29.6M | 0.00% | +23,103+4.4% | Added |
| Electron Capital Partners, LLC | 540,449 | $29.0M | 1.54% | +540,449 | New |
| NN Investment Partners Holdings N.V. | 537,631 | $28.9M | 0.14% | +452,465+531.3% | Added |
| Gabelli Funds LLC | 512,700 | $27.5M | 0.17% | −20,800−3.9% | Reduced |
| Alliancebernstein L.P. | 508,787 | $27.3M | 0.01% | +12,540+2.5% | Added |
| Parametric Portfolio Associates LLC | 500,326 | $26.9M | 0.01% | +11,541+2.4% | Added |
| Credit Suisse AG | 492,161 | $26.4M | 0.02% | +38,741+8.5% | Added |
| California State Teachers Retirement System | 489,244 | $26.3M | 0.03% | +25,604+5.5% | Added |
| California Public Employees Retirement System | 473,133 | $25.4M | 0.02% | −34,759−6.8% | Reduced |
| ProShare Advisors LLC | 469,162 | $25.2M | 0.05% | +49,550+11.8% | Added |
| Public Employees Retirement Association of Colorado | 444,404 | $23.9M | 0.10% | 00.0% | Unchanged |
| APG Asset Management N.V. | 447,309 | $21.1M | 0.04% | −118,843−21.0% | Reduced |
| American International Group, Inc. | 388,959 | $20.9M | 0.10% | +3,798+1.0% | Added |
| Price T Rowe Associates Inc | 383,087 | $20.6M | 0.00% | −1,782−0.5% | Reduced |
| Wells Fargo & Company | 371,738 | $20.0M | 0.01% | +6,748+1.8% | Added |
| Ameriprise Financial Inc | 355,048 | $19.0M | 0.01% | +6,175+1.8% | Added |
| Retirement Systems of Alabama | 345,274 | $18.5M | 0.06% | +55,703+19.2% | Added |
| FMR LLC | 336,092 | $18.0M | 0.00% | +75,968+29.2% | Added |
| UBS Group AG | 331,801 | $17.8M | 0.01% | −1,636−0.5% | Reduced |
| Royal Bank of Canada | 310,627 | $16.7M | 0.00% | +11,628+3.9% | Added |
| Victory Capital Management Inc | 306,109 | $16.4M | 0.02% | +134,088+77.9% | Added |
| Manufacturers Life Insurance Company, The | 293,431 | $15.8M | 0.01% | +5,305+1.8% | Added |
| New York State Teachers Retirement System | 292,891 | $15.7M | 0.03% | +26,888+10.1% | Added |
| Commonwealth Equity Services, LLC | 284,684 | $15.3M | 0.03% | +787+0.3% | Added |
| State Board of Administration of Florida Retirement System | 271,284 | $14.6M | 0.03% | +4,412+1.7% | Added |
| Raymond James & Associates | 268,520 | $14.4M | 0.01% | −73,020−21.4% | Reduced |
| First Manhattan Co | 268,051 | $14.4M | 0.05% | +4,685+1.8% | Added |
| Gradient Investments LLC | 263,260 | $14.1M | 0.36% | +10,363+4.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 261,505 | $14.0M | 0.15% | +7,658+3.0% | Added |
| Magellan Asset Management Ltd | 233,685 | $12.5M | 0.03% | +25,884+12.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 227,220 | $12.2M | 0.04% | +70,647+45.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 224,499 | $12.1M | 0.11% | −63,897−22.2% | Reduced |
| Erste Asset Management GmbH | 224,660 | $12.0M | 0.22% | −89,390−28.5% | Reduced |
| Cambridge Trust Co | 218,797 | $11.7M | 0.38% | −226,454−50.9% | Reduced |
| Hennessy Advisors Inc | 207,400 | $11.1M | 0.63% | −30,900−13.0% | Reduced |
| Mutual of America Capital Management LLC | 205,614 | $11.0M | 0.11% | +8,445+4.3% | Added |
| Cambiar Investors LLC | 201,316 | $10.8M | 0.37% | −6,835−3.3% | Reduced |
| The PNC Financial Services Group, Inc. | 200,363 | $10.8M | 0.01% | +314+0.2% | Added |
| Storebrand Asset Management AS | 193,043 | $10.4M | 0.05% | −836,635−81.3% | Reduced |
| Massachusetts Financial Services Co | 191,159 | $10.3M | 0.00% | +2,000+1.1% | Added |
| AQR Capital Management LLC | 188,952 | $10.1M | 0.02% | +88,750+88.6% | Added |
| Brookfield Asset Management Inc. | 179,230 | $9.62M | 0.04% | −57,800−24.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 175,591 | $9.43M | 1.03% | −485−0.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 173,500 | $9.31M | 0.05% | 00.0% | Unchanged |
| Coann Capital LLC | 171,374 | $9.20M | 5.02% | −30,939−15.3% | Reduced |
| State of Wisconsin Investment Board | 169,890 | $9.12M | 0.02% | −3,601−2.1% | Reduced |
| Brandywine Global Investment Management, LLC | 166,938 | $8.96M | 0.06% | −3,948−2.3% | Reduced |
| Texas Permanent School Fund | 166,546 | $8.94M | 0.11% | +1,113+0.7% | Added |
| Amalgamated Bank | 165,771 | $8.90M | 0.07% | +6,189+3.9% | Added |
| SEI Investments Co | 157,878 | $8.48M | 0.02% | +9,684+6.5% | Added |
| Wills Financial Group, Inc. | 156,689 | $8.41M | 3.33% | −1,264−0.8% | Reduced |
| DekaBank Deutsche Girozentrale | 151,589 | $7.96M | 0.02% | −57,719−27.6% | Reduced |
| Janney Montgomery Scott LLC | 145,819 | $7.83M | 0.03% | −1,443−1.0% | Reduced |
| First National Corp | 140,060 | $7.52M | 1.68% | +14,376+11.4% | Added |
| Ensign Peak Advisors, Inc | 135,345 | $7.27M | 0.01% | −70,905−34.4% | Reduced |