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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 21,393 | $1.15M | 0.02% | +3,780+21.5% | Added |
| Cozad Asset Management Inc | 21,639 | $1.16M | 0.16% | +115+0.5% | Added |
| Cetera Investment Advisers | 22,372 | $1.20M | 0.02% | −265−1.2% | Reduced |
| Jane Street Group, LLC | 22,770 | $1.22M | 0.00% | +22,770 | New |
| Liberty One Investment Management, LLC | 22,902 | $1.23M | 0.19% | +187+0.8% | Added |
| Man Group plc | 23,091 | $1.24M | 0.00% | +14+0.1% | Added |
| Whittier Trust Co | 23,133 | $1.24M | 0.02% | +625+2.8% | Added |
| Pacer Advisors, Inc. | 23,246 | $1.25M | 0.01% | +282+1.2% | Added |
| AE Wealth Management LLC | 23,242 | $1.25M | 0.01% | +3,341+16.8% | Added |
| Voloridge Investment Management, LLC | 23,272 | $1.25M | 0.01% | +23,272 | New |
| Toth Financial Advisory Corp | 23,482 | $1.26M | 0.17% | +155+0.7% | Added |
| Rothschild Investment Corp | 23,555 | $1.26M | 0.10% | −150−0.6% | Reduced |
| US Bancorp | 23,630 | $1.27M | 0.00% | −163−0.7% | Reduced |
| Renaissance Technologies LLC | 23,700 | $1.27M | 0.00% | −292,017−92.5% | Reduced |
| Rodgers Brothers Inc. | 24,413 | $1.31M | 0.23% | −2,250−8.4% | Reduced |
| Financial Architects, Inc | 24,504 | $1.32M | 0.18% | +18+0.1% | Added |
| Jmac Enterprises LLC | 28,711 | $1.36M | 0.32% | +28,711 | New |
| Arkadios Wealth Advisors | 25,615 | $1.38M | 0.18% | −855−3.2% | Reduced |
| Xponance, Inc. | 25,782 | $1.38M | 0.02% | +335+1.3% | Added |
| First Business Financial Services, Inc. | 25,913 | $1.39M | 0.15% | +1,296+5.3% | Added |
| Virtue Capital Management, LLC | 25,963 | $1.39M | 0.21% | +3,909+17.7% | Added |
| Nissay Asset Management Corp | 26,007 | $1.40M | 0.01% | +929+3.7% | Added |
| Blackhill Capital Inc | 26,041 | $1.40M | 0.12% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 26,074 | $1.40M | 0.08% | +6,098+30.5% | Added |
| Steward Partners Investment Advisory, LLC | 26,287 | $1.41M | 0.02% | +5,798+28.3% | Added |
| CoreCommodity Management, LLC | 27,570 | $1.48M | 0.41% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 27,627 | $1.48M | 0.05% | +10.0% | Added |
| Rockefeller Capital Management L.P. | 28,066 | $1.51M | 0.01% | +2,497+9.8% | Added |
| Bridgewater Advisors Inc. | 29,445 | $1.58M | 0.35% | +29,445 | New |
| Capitolis Advisors LLC | 29,495 | $1.58M | 0.01% | +29,495 | New |
| Americana Partners, LLC | 29,700 | $1.59M | 0.29% | +9,100+44.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 31,000 | $1.66M | 0.02% | +4,000+14.8% | Added |
| IFM Investors Pty Ltd | 31,124 | $1.67M | 0.03% | −882−2.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 31,486 | $1.69M | 0.96% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 31,521 | $1.69M | 0.01% | −4,191−11.7% | Reduced |
| Janus Henderson Group PLC | 31,886 | $1.71M | 0.00% | −259,075−89.0% | Reduced |
| Mercer Global Advisors Inc | 32,056 | $1.72M | 0.01% | −1,624−4.8% | Reduced |
| D.A. Davidson & Co. | 32,076 | $1.72M | 0.02% | +1,094+3.5% | Added |
| Teachers Retirement System of the State of Kentucky | 32,216 | $1.73M | 0.02% | 00.0% | Unchanged |
| Seeyond | 32,335 | $1.74M | 0.16% | −7,540−18.9% | Reduced |
| Pendal Group Limited | 32,494 | $1.75M | 0.01% | +25,188+344.8% | Added |
| Continuum Advisory, LLC | 32,752 | $1.76M | 0.40% | +373+1.2% | Added |
| Cetera Advisor Networks LLC | 32,836 | $1.76M | 0.02% | +10,052+44.1% | Added |
| State of Alaska, Department of Revenue | 33,283 | $1.79M | 0.02% | −1,040−3.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 33,738 | $1.81M | 0.51% | +100.0% | Added |
| STRS Ohio | 34,408 | $1.85M | 0.01% | +31,775+1,206.8% | Added |
| ELCO Management Co., LLC | 34,841 | $1.87M | 1.34% | +5,482+18.7% | Added |
| CIBC World Markets Inc. | 35,097 | $1.88M | 0.01% | +35,097 | New |
| Tortoise Capital Advisors, L.L.C. | 35,201 | $1.89M | 0.03% | −1,427−3.9% | Reduced |
| Holocene Advisors, LP | 35,329 | $1.90M | 0.01% | +7,127+25.3% | Added |
| Umb Bank N A | 35,371 | $1.90M | 0.02% | +35,371 | New |
| Glenmede Trust Co NA | 36,650 | $1.97M | 0.01% | +1,610+4.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 38,127 | $2.05M | 0.04% | +1,184+3.2% | Added |
| First Personal Financial Services | 38,260 | $2.05M | 0.46% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 38,527 | $2.07M | 0.00% | +1,433+3.9% | Added |
| Creative Planning | 38,773 | $2.08M | 0.00% | −38,319−49.7% | Reduced |
| Ledyard National Bank | 39,207 | $2.10M | 0.20% | −960−2.4% | Reduced |
| Modera Wealth Management, LLC | 39,259 | $2.11M | 0.08% | +4,479+12.9% | Added |
| Voya Investment Management LLC | 39,793 | $2.14M | 0.00% | −3,222−7.5% | Reduced |
| Haverford Trust Co | 39,927 | $2.14M | 0.02% | −4,689−10.5% | Reduced |
| Federated Hermes, Inc. | 40,135 | $2.15M | 0.00% | −721−1.8% | Reduced |
| Bryn Mawr Trust Co | 40,241 | $2.16M | 0.08% | +7,957+24.6% | Added |
| Handelsbanken Fonder AB | 40,267 | $2.16M | 0.01% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 40,997 | $2.20M | 0.01% | −2,143−5.0% | Reduced |
| Metropolitan Life Insurance Co | 41,163 | $2.21M | 0.03% | +323+0.8% | Added |
| Utah Retirement Systems | 41,798 | $2.24M | 0.03% | +1,300+3.2% | Added |
| Gulf International Bank (UK) Ltd | 42,045 | $2.26M | 0.03% | +42,045 | New |
| Andra AP-fonden | 42,500 | $2.28M | 0.05% | −46,000−52.0% | Reduced |
| Van Eck Associates Corp | 42,658 | $2.29M | 0.01% | +5,865+15.9% | Added |
| National Bank of Canada | 43,186 | $2.32M | 0.01% | +43,186 | New |
| Cubist Systematic Strategies, LLC | 43,870 | $2.35M | 0.02% | +10,528+31.6% | Added |
| Korea Investment CORP | 45,000 | $2.42M | 0.01% | +4,600+11.4% | Added |
| Covea Finance | 45,000 | $2.42M | 0.21% | +45,000 | New |
| Nisa Investment Advisors, LLC | 49,875 | $2.43M | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 45,695 | $2.45M | 0.01% | −60−0.1% | Reduced |
| TFG Advisers LLC | 45,890 | $2.46M | 1.07% | −325−0.7% | Reduced |
| Toronto Dominion Bank | 46,035 | $2.47M | 0.00% | +13,078+39.7% | Added |
| New Mexico Educational Retirement Board | 46,300 | $2.49M | 0.08% | 00.0% | Unchanged |
| Coastline Trust Co | 47,221 | $2.54M | 0.29% | +85+0.2% | Added |
| Trillium Asset Management, LLC | 48,149 | $2.58M | 0.06% | +4,228+9.6% | Added |
| Nomura Asset Management Co Ltd | 48,390 | $2.60M | 0.01% | +4,400+10.0% | Added |
| Kistler-Tiffany Companies, LLC | 49,597 | $2.66M | 0.52% | −145−0.3% | Reduced |
| First American Bank | 50,717 | $2.72M | 0.14% | +5,737+12.8% | Added |
| Panagora Asset Management Inc | 50,729 | $2.72M | 0.01% | −6,857−11.9% | Reduced |
| DnB Asset Management AS | 51,003 | $2.74M | 0.02% | +1,957+4.0% | Added |
| USS Investment Management Ltd | 51,460 | $2.76M | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 51,639 | $2.77M | 0.33% | +520+1.0% | Added |
| Tortoise Index Solutions, LLC | 52,211 | $2.80M | 0.62% | +7,021+15.5% | Added |
| Vident Investment Advisory, LLC | 53,034 | $2.85M | 0.07% | −12,218−18.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 55,515 | $2.95M | 0.01% | +1,978+3.7% | Added |
| Cullen/Frost Bankers, Inc. | 55,892 | $3.00M | 0.06% | −5,928−9.6% | Reduced |
| HighTower Advisors, LLC | 56,214 | $3.02M | 0.01% | −624−1.1% | Reduced |
| AMP Capital Investors Ltd | 56,313 | $3.02M | 0.09% | −164,286−74.5% | Reduced |
| Addison Capital Co | 57,326 | $3.08M | 1.38% | +35+0.1% | Added |
| Arcadia Investment Management Corp | 57,575 | $3.09M | 0.52% | −2,812−4.7% | Reduced |
| YHB Investment Advisors, Inc. | 58,046 | $3.12M | 0.25% | +304+0.5% | Added |
| State of Michigan Retirement System | 58,293 | $3.13M | 0.02% | +2,300+4.1% | Added |
| Louisiana State Employees Retirement System | 59,100 | $3.17M | 0.07% | +2,100+3.7% | Added |
| Stephens Inc | 62,952 | $3.38M | 0.05% | −8,333−11.7% | Reduced |
| Arizona State Retirement System | 63,565 | $3.41M | 0.03% | −1,925−2.9% | Reduced |