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 |
|---|---|---|---|---|---|
| Legacy Advisors, LLC | 64,712 | $3.47M | 1.27% | +497+0.8% | Added |
| Guggenheim Capital LLC | 65,493 | $3.52M | 0.02% | +11,711+21.8% | Added |
| Redpoint Investment Management Pty Ltd | 65,605 | $3.52M | 0.28% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 67,546 | $3.63M | 0.18% | +288+0.4% | Added |
| State of Tennessee, Treasury Department | 68,487 | $3.68M | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 68,580 | $3.68M | 0.10% | +58,280+565.8% | Added |
| Swedbank AB | 70,849 | $3.79M | 0.01% | −4,300−5.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 71,410 | $3.83M | 0.91% | +1,113+1.6% | Added |
| Truist Financial Corp | 71,615 | $3.85M | 0.01% | −3,504−4.7% | Reduced |
| Oregon Public Employees Retirement Fund | 72,750 | $3.91M | 0.04% | −2,487−3.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 73,727 | $3.96M | 0.02% | +16,064+27.9% | Added |
| Thrivent Financial for Lutherans | 73,777 | $3.96M | 0.01% | −68,695−48.2% | Reduced |
| Radnor Capital Management, LLC | 74,102 | $3.98M | 0.98% | −7,500−9.2% | Reduced |
| Benedict Financial Advisors Inc | 74,525 | $4.00M | 1.04% | +310.0% | Added |
| HSBC Holdings PLC | 76,851 | $4.13M | 0.00% | −5,403−6.6% | Reduced |
| Employees Retirement System of Texas | 76,875 | $4.13M | 0.05% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 79,800 | $4.28M | 0.32% | −472−0.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 80,602 | $4.33M | 0.01% | +1,096+1.4% | Added |
| M&T Bank Corp | 81,070 | $4.35M | 0.02% | −8,157−9.1% | Reduced |
| Ameritas Investment Partners, Inc. | 81,528 | $4.38M | 0.15% | +2,502+3.2% | Added |
| Silver Lake Advisory, LLC | 81,765 | $4.39M | 2.03% | +285+0.3% | Added |
| Stifel Financial Corp | 84,841 | $4.55M | 0.01% | −5,378−6.0% | Reduced |
| Treasurer of the State of North Carolina | 86,727 | $4.66M | 0.02% | +2,720+3.2% | Added |
| Clear Harbor Asset Management, LLC | 86,896 | $4.67M | 0.51% | −435−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 89,861 | $4.82M | 0.01% | +3,001+3.5% | Added |
| Citigroup Inc | 93,094 | $5.00M | 0.00% | −5,581−5.7% | Reduced |
| LPL Financial LLC | 94,052 | $5.05M | 0.00% | +10,384+12.4% | Added |
| South Dakota Investment Council | 94,295 | $5.06M | 0.08% | 00.0% | Unchanged |
| Comerica Bank | 107,192 | $5.13M | 0.04% | +5,815+5.7% | Added |
| Brown Advisory Inc | 96,388 | $5.17M | 0.01% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 97,469 | $5.23M | 0.34% | −6,506−6.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 98,125 | $5.27M | 1.44% | +1,709+1.8% | Added |
| AdvisorNet Financial, Inc | 100,178 | $5.38M | 0.33% | +43,951+78.2% | Added |
| Asset Management One Co.,Ltd. | 107,202 | $5.73M | 0.02% | −7,264−6.3% | Reduced |
| Teacher Retirement System of Texas | 109,725 | $5.89M | 0.03% | +35,169+47.2% | Added |
| Vontobel Holding Ltd. | 110,334 | $5.90M | 0.05% | −8,489−7.1% | Reduced |
| MetLife Investment Management | 111,459 | $5.98M | 0.05% | +4,021+3.7% | Added |
| Verition Fund Management LLC | 111,817 | $6.00M | 0.08% | +93,675+516.3% | Added |
| Farmers Trust Co | 114,838 | $6.17M | 1.27% | −1,253−1.1% | Reduced |
| Boenning & Scattergood, Inc. | 118,670 | $6.37M | 1.02% | +2,234+1.9% | Added |
| State of New Jersey Common Pension Fund D | 120,192 | $6.45M | 0.02% | +7,040+6.2% | Added |
| Yousif Capital Management, LLC | 122,551 | $6.58M | 0.07% | +122,551 | New |
| Private Advisor Group, LLC | 123,393 | $6.63M | 0.05% | −21,101−14.6% | Reduced |
| Russell Investments Group, Ltd. | 128,069 | $6.87M | 0.01% | −9,306−6.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 128,634 | $6.91M | 0.01% | −1,826−1.4% | Reduced |
| First National Bank & Trust Co of Newtown | 128,869 | $6.92M | 1.33% | −1,870−1.4% | Reduced |
| Public Employees Retirement System of Ohio | 128,896 | $6.92M | 0.02% | −740−0.6% | Reduced |
| HM Payson & Co | 135,229 | $7.26M | 0.16% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 135,345 | $7.27M | 0.01% | −70,905−34.4% | Reduced |
| First National Corp | 140,060 | $7.52M | 1.68% | +14,376+11.4% | Added |
| Janney Montgomery Scott LLC | 145,819 | $7.83M | 0.03% | −1,443−1.0% | Reduced |
| DekaBank Deutsche Girozentrale | 151,589 | $7.96M | 0.02% | −57,719−27.6% | Reduced |
| Wills Financial Group, Inc. | 156,689 | $8.41M | 3.33% | −1,264−0.8% | Reduced |
| SEI Investments Co | 157,878 | $8.48M | 0.02% | +9,684+6.5% | Added |
| Amalgamated Bank | 165,771 | $8.90M | 0.07% | +6,189+3.9% | Added |
| Texas Permanent School Fund | 166,546 | $8.94M | 0.11% | +1,113+0.7% | Added |
| Brandywine Global Investment Management, LLC | 166,938 | $8.96M | 0.06% | −3,948−2.3% | Reduced |
| State of Wisconsin Investment Board | 169,890 | $9.12M | 0.02% | −3,601−2.1% | Reduced |
| Coann Capital LLC | 171,374 | $9.20M | 5.02% | −30,939−15.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 173,500 | $9.31M | 0.05% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 175,591 | $9.43M | 1.03% | −485−0.3% | Reduced |
| Brookfield Asset Management Inc. | 179,230 | $9.62M | 0.04% | −57,800−24.4% | Reduced |
| AQR Capital Management LLC | 188,952 | $10.1M | 0.02% | +88,750+88.6% | Added |
| Massachusetts Financial Services Co | 191,159 | $10.3M | 0.00% | +2,000+1.1% | Added |
| Storebrand Asset Management AS | 193,043 | $10.4M | 0.05% | −836,635−81.3% | Reduced |
| The PNC Financial Services Group, Inc. | 200,363 | $10.8M | 0.01% | +314+0.2% | Added |
| Cambiar Investors LLC | 201,316 | $10.8M | 0.37% | −6,835−3.3% | Reduced |
| Mutual of America Capital Management LLC | 205,614 | $11.0M | 0.11% | +8,445+4.3% | Added |
| Hennessy Advisors Inc | 207,400 | $11.1M | 0.63% | −30,900−13.0% | Reduced |
| Cambridge Trust Co | 218,797 | $11.7M | 0.38% | −226,454−50.9% | Reduced |
| Erste Asset Management GmbH | 224,660 | $12.0M | 0.22% | −89,390−28.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 224,499 | $12.1M | 0.11% | −63,897−22.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 227,220 | $12.2M | 0.04% | +70,647+45.1% | Added |
| Magellan Asset Management Ltd | 233,685 | $12.5M | 0.03% | +25,884+12.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 261,505 | $14.0M | 0.15% | +7,658+3.0% | Added |
| Gradient Investments LLC | 263,260 | $14.1M | 0.36% | +10,363+4.1% | Added |
| First Manhattan Co | 268,051 | $14.4M | 0.05% | +4,685+1.8% | Added |
| Raymond James & Associates | 268,520 | $14.4M | 0.01% | −73,020−21.4% | Reduced |
| State Board of Administration of Florida Retirement System | 271,284 | $14.6M | 0.03% | +4,412+1.7% | Added |
| Commonwealth Equity Services, LLC | 284,684 | $15.3M | 0.03% | +787+0.3% | Added |
| New York State Teachers Retirement System | 292,891 | $15.7M | 0.03% | +26,888+10.1% | Added |
| Manufacturers Life Insurance Company, The | 293,431 | $15.8M | 0.01% | +5,305+1.8% | Added |
| Victory Capital Management Inc | 306,109 | $16.4M | 0.02% | +134,088+77.9% | Added |
| Royal Bank of Canada | 310,627 | $16.7M | 0.00% | +11,628+3.9% | Added |
| UBS Group AG | 331,801 | $17.8M | 0.01% | −1,636−0.5% | Reduced |
| FMR LLC | 336,092 | $18.0M | 0.00% | +75,968+29.2% | Added |
| Retirement Systems of Alabama | 345,274 | $18.5M | 0.06% | +55,703+19.2% | Added |
| Ameriprise Financial Inc | 355,048 | $19.0M | 0.01% | +6,175+1.8% | Added |
| Wells Fargo & Company | 371,738 | $20.0M | 0.01% | +6,748+1.8% | Added |
| Price T Rowe Associates Inc | 383,087 | $20.6M | 0.00% | −1,782−0.5% | Reduced |
| American International Group, Inc. | 388,959 | $20.9M | 0.10% | +3,798+1.0% | Added |
| APG Asset Management N.V. | 447,309 | $21.1M | 0.04% | −118,843−21.0% | Reduced |
| Public Employees Retirement Association of Colorado | 444,404 | $23.9M | 0.10% | 00.0% | Unchanged |
| ProShare Advisors LLC | 469,162 | $25.2M | 0.05% | +49,550+11.8% | Added |
| California Public Employees Retirement System | 473,133 | $25.4M | 0.02% | −34,759−6.8% | Reduced |
| California State Teachers Retirement System | 489,244 | $26.3M | 0.03% | +25,604+5.5% | Added |
| Credit Suisse AG | 492,161 | $26.4M | 0.02% | +38,741+8.5% | Added |
| Parametric Portfolio Associates LLC | 500,326 | $26.9M | 0.01% | +11,541+2.4% | Added |
| Alliancebernstein L.P. | 508,787 | $27.3M | 0.01% | +12,540+2.5% | Added |
| Gabelli Funds LLC | 512,700 | $27.5M | 0.17% | −20,800−3.9% | Reduced |