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 |
|---|---|---|---|---|---|
| NN Investment Partners Holdings N.V. | 537,631 | $28.9M | 0.14% | +452,465+531.3% | Added |
| Electron Capital Partners, LLC | 540,449 | $29.0M | 1.54% | +540,449 | New |
| Bank of America Corp | 551,533 | $29.6M | 0.00% | +23,103+4.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 561,895 | $30.2M | 0.15% | +102,460+22.3% | Added |
| FIL Ltd | 580,390 | $31.2M | 0.03% | +11,992+2.1% | Added |
| JPMorgan Chase & Co | 583,569 | $31.3M | 0.00% | +71,448+14.0% | Added |
| Nuance Investments, LLC | 583,668 | $31.3M | 0.55% | −1,056,157−64.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 587,698 | $31.6M | 0.02% | −179,426−23.4% | Reduced |
| Nuveen Asset Management, LLC | 588,881 | $31.6M | 0.01% | +30,259+5.4% | Added |
| Deutsche Bank AG | 590,604 | $31.7M | 0.01% | +35,104+6.3% | Added |
| Rhumbline Advisers | 613,509 | $32.9M | 0.04% | +25,340+4.3% | Added |
| Macquarie Group Ltd | 663,742 | $35.2M | 0.03% | +129,103+24.1% | Added |
| New York State Common Retirement Fund | 706,278 | $37.9M | 0.04% | +11,500+1.7% | Added |
| Point72 Asset Management, L.P. | 823,484 | $44.2M | 0.20% | +139,777+20.4% | Added |
| Goldman Sachs Group Inc | 850,346 | $45.7M | 0.01% | −3,110−0.4% | Reduced |
| Morgan Stanley | 851,684 | $45.7M | 0.01% | −592,527−41.0% | Reduced |
| Swiss National Bank | 887,286 | $47.6M | 0.03% | −37,300−4.0% | Reduced |
| Amundi | 956,539 | $48.5M | 0.03% | −2,114,254−68.9% | Reduced |
| Great West Life Assurance Co | 931,984 | $49.9M | 0.10% | +534,721+134.6% | Added |
| Zimmer Partners, LP | 939,022 | $50.4M | 0.75% | +218,009+30.2% | Added |
| UBS Asset Management Americas Inc | 947,978 | $50.9M | 0.02% | +34,043+3.7% | Added |
| Millennium Management LLC | 948,640 | $50.9M | 0.06% | +640,319+207.7% | Added |
| Personal Capital Advisors Corp | 993,250 | $53.4M | 0.25% | +34,301+3.6% | Added |
| KBC Group NV | 1,028,589 | $55.2M | 0.18% | +23,381+2.3% | Added |
| Tandem Investment Advisors, Inc. | 1,049,854 | $56.4M | 3.66% | +32,613+3.2% | Added |
| Dimensional Fund Advisors LP | 1,058,647 | $56.8M | 0.02% | +37,045+3.6% | Added |
| Citadel Advisors LLC | 1,072,326 | $57.6M | 0.06% | −30,894−2.8% | Reduced |
| Principal Financial Group Inc | 1,240,402 | $66.6M | 0.04% | −50,299−3.9% | Reduced |
| Kames Capital plc | 1,244,014 | $66.8M | 0.86% | +673+0.1% | Added |
| First Trust Advisors LP | 1,344,136 | $72.2M | 0.07% | +123,356+10.1% | Added |
| Charles Schwab Investment Management Inc | 1,405,589 | $75.5M | 0.02% | +79,286+6.0% | Added |
| Duff & Phelps Investment Management Co | 1,621,327 | $87.0M | 1.02% | +371,817+29.8% | Added |
| Franklin Resources Inc | 1,700,504 | $91.3M | 0.03% | −100,664−5.6% | Reduced |
| Bank of Montreal | 1,741,384 | $93.1M | 0.05% | −51,536−2.9% | Reduced |
| Cohen & Steers, Inc. | 2,178,852 | $117.0M | 0.19% | +57,702+2.7% | Added |
| Jennison Associates LLC | 2,277,846 | $122.3M | 0.08% | −67,337−2.9% | Reduced |
| Bank of New York Mellon Corp | 2,443,615 | $131.2M | 0.02% | −20,777−0.8% | Reduced |
| Legal & General Group Plc | 2,525,160 | $135.6M | 0.04% | +74,423+3.0% | Added |
| Northern Trust Corp | 2,948,250 | $158.3M | 0.03% | +121,541+4.3% | Added |
| Geode Capital Management, LLC | 2,959,223 | $158.6M | 0.02% | +151,817+5.4% | Added |
| Norges Bank | 3,682,059 | $197.7M | 0.04% | +221,931+6.4% | Added |
| Invesco Ltd. | 3,737,877 | $200.7M | 0.05% | +129,025+3.6% | Added |
| Pictet Asset Management SA | 5,431,693 | $291.6M | 0.29% | +1,016,403+23.0% | Added |
| Impax Asset Management Group plc | 5,554,494 | $298.2M | 1.09% | +23,204+0.4% | Added |
| State Street Corp | 12,769,899 | $685.6M | 0.03% | +800,148+6.7% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $1.16B | 1.24% | 00.0% | Unchanged |
| Vanguard Group Inc | 24,453,443 | $1.31B | 0.03% | +779,428+3.3% | Added |
| BlackRock Inc. | 26,705,089 | $1.43B | 0.04% | +2,099,072+8.5% | Added |
| HRT Financial LP | 0 | $0 | 0.00% | −289,378−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −117,399−100.0% | Sold out |
| Bright Rock Capital Management, LLC | 0 | $0 | 0.00% | −111,500−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −87,422−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −35,493−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,560−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −23,722−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −23,172−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −21,719−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −17,384−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −16,742−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −14,326−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,203−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −8,660−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,205−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −6,279−100.0% | Sold out |
| Gofen & Glossberg LLC | 0 | $0 | 0.00% | −5,341−100.0% | Sold out |
| 1st Source Bank | 0 | $0 | 0.00% | −4,939−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −4,728−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,566−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,449−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −4,377−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −3,862−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −3,221−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −1,660−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ade, LLC | 0 | $0 | 0.00% | −906−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | – | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −736−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Optimal Asset Management, Inc. | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |