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 |
|---|---|---|---|---|---|
| HM Payson & Co | 135,229 | $7.26M | 0.16% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 128,896 | $6.92M | 0.02% | −740−0.6% | Reduced |
| First National Bank & Trust Co of Newtown | 128,869 | $6.92M | 1.33% | −1,870−1.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 128,634 | $6.91M | 0.01% | −1,826−1.4% | Reduced |
| Russell Investments Group, Ltd. | 128,069 | $6.87M | 0.01% | −9,306−6.8% | Reduced |
| Private Advisor Group, LLC | 123,393 | $6.63M | 0.05% | −21,101−14.6% | Reduced |
| Yousif Capital Management, LLC | 122,551 | $6.58M | 0.07% | +122,551 | New |
| State of New Jersey Common Pension Fund D | 120,192 | $6.45M | 0.02% | +7,040+6.2% | Added |
| Boenning & Scattergood, Inc. | 118,670 | $6.37M | 1.02% | +2,234+1.9% | Added |
| Farmers Trust Co | 114,838 | $6.17M | 1.27% | −1,253−1.1% | Reduced |
| Verition Fund Management LLC | 111,817 | $6.00M | 0.08% | +93,675+516.3% | Added |
| MetLife Investment Management | 111,459 | $5.98M | 0.05% | +4,021+3.7% | Added |
| Vontobel Holding Ltd. | 110,334 | $5.90M | 0.05% | −8,489−7.1% | Reduced |
| Teacher Retirement System of Texas | 109,725 | $5.89M | 0.03% | +35,169+47.2% | Added |
| Asset Management One Co.,Ltd. | 107,202 | $5.73M | 0.02% | −7,264−6.3% | Reduced |
| AdvisorNet Financial, Inc | 100,178 | $5.38M | 0.33% | +43,951+78.2% | Added |
| Cutter & CO Brokerage, Inc. | 98,125 | $5.27M | 1.44% | +1,709+1.8% | Added |
| BLB&B Advisors, LLC | 97,469 | $5.23M | 0.34% | −6,506−6.3% | Reduced |
| Brown Advisory Inc | 96,388 | $5.17M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 107,192 | $5.13M | 0.04% | +5,815+5.7% | Added |
| South Dakota Investment Council | 94,295 | $5.06M | 0.08% | 00.0% | Unchanged |
| LPL Financial LLC | 94,052 | $5.05M | 0.00% | +10,384+12.4% | Added |
| Citigroup Inc | 93,094 | $5.00M | 0.00% | −5,581−5.7% | Reduced |
| Advisor Group Holdings, Inc. | 89,861 | $4.82M | 0.01% | +3,001+3.5% | Added |
| Clear Harbor Asset Management, LLC | 86,896 | $4.67M | 0.51% | −435−0.5% | Reduced |
| Treasurer of the State of North Carolina | 86,727 | $4.66M | 0.02% | +2,720+3.2% | Added |
| Stifel Financial Corp | 84,841 | $4.55M | 0.01% | −5,378−6.0% | Reduced |
| Silver Lake Advisory, LLC | 81,765 | $4.39M | 2.03% | +285+0.3% | Added |
| Ameritas Investment Partners, Inc. | 81,528 | $4.38M | 0.15% | +2,502+3.2% | Added |
| M&T Bank Corp | 81,070 | $4.35M | 0.02% | −8,157−9.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 80,602 | $4.33M | 0.01% | +1,096+1.4% | Added |
| Sargent Bickham Lagudis LLC | 79,800 | $4.28M | 0.32% | −472−0.6% | Reduced |
| Employees Retirement System of Texas | 76,875 | $4.13M | 0.05% | 00.0% | Unchanged |
| HSBC Holdings PLC | 76,851 | $4.13M | 0.00% | −5,403−6.6% | Reduced |
| Benedict Financial Advisors Inc | 74,525 | $4.00M | 1.04% | +310.0% | Added |
| Radnor Capital Management, LLC | 74,102 | $3.98M | 0.98% | −7,500−9.2% | Reduced |
| Thrivent Financial for Lutherans | 73,777 | $3.96M | 0.01% | −68,695−48.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 73,727 | $3.96M | 0.02% | +16,064+27.9% | Added |
| Oregon Public Employees Retirement Fund | 72,750 | $3.91M | 0.04% | −2,487−3.3% | Reduced |
| Truist Financial Corp | 71,615 | $3.85M | 0.01% | −3,504−4.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 71,410 | $3.83M | 0.91% | +1,113+1.6% | Added |
| Swedbank AB | 70,849 | $3.79M | 0.01% | −4,300−5.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 68,580 | $3.68M | 0.10% | +58,280+565.8% | Added |
| State of Tennessee, Treasury Department | 68,487 | $3.68M | 0.01% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 67,546 | $3.63M | 0.18% | +288+0.4% | Added |
| Redpoint Investment Management Pty Ltd | 65,605 | $3.52M | 0.28% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 65,493 | $3.52M | 0.02% | +11,711+21.8% | Added |
| Legacy Advisors, LLC | 64,712 | $3.47M | 1.27% | +497+0.8% | Added |
| Arizona State Retirement System | 63,565 | $3.41M | 0.03% | −1,925−2.9% | Reduced |
| Stephens Inc | 62,952 | $3.38M | 0.05% | −8,333−11.7% | Reduced |
| Louisiana State Employees Retirement System | 59,100 | $3.17M | 0.07% | +2,100+3.7% | Added |
| State of Michigan Retirement System | 58,293 | $3.13M | 0.02% | +2,300+4.1% | Added |
| YHB Investment Advisors, Inc. | 58,046 | $3.12M | 0.25% | +304+0.5% | Added |
| Arcadia Investment Management Corp | 57,575 | $3.09M | 0.52% | −2,812−4.7% | Reduced |
| Addison Capital Co | 57,326 | $3.08M | 1.38% | +35+0.1% | Added |
| AMP Capital Investors Ltd | 56,313 | $3.02M | 0.09% | −164,286−74.5% | Reduced |
| HighTower Advisors, LLC | 56,214 | $3.02M | 0.01% | −624−1.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 55,892 | $3.00M | 0.06% | −5,928−9.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 55,515 | $2.95M | 0.01% | +1,978+3.7% | Added |
| Vident Investment Advisory, LLC | 53,034 | $2.85M | 0.07% | −12,218−18.7% | Reduced |
| Tortoise Index Solutions, LLC | 52,211 | $2.80M | 0.62% | +7,021+15.5% | Added |
| Jacobi Capital Management LLC | 51,639 | $2.77M | 0.33% | +520+1.0% | Added |
| USS Investment Management Ltd | 51,460 | $2.76M | 0.02% | 00.0% | Unchanged |
| DnB Asset Management AS | 51,003 | $2.74M | 0.02% | +1,957+4.0% | Added |
| Panagora Asset Management Inc | 50,729 | $2.72M | 0.01% | −6,857−11.9% | Reduced |
| First American Bank | 50,717 | $2.72M | 0.14% | +5,737+12.8% | Added |
| Kistler-Tiffany Companies, LLC | 49,597 | $2.66M | 0.52% | −145−0.3% | Reduced |
| Nomura Asset Management Co Ltd | 48,390 | $2.60M | 0.01% | +4,400+10.0% | Added |
| Trillium Asset Management, LLC | 48,149 | $2.58M | 0.06% | +4,228+9.6% | Added |
| Coastline Trust Co | 47,221 | $2.54M | 0.29% | +85+0.2% | Added |
| New Mexico Educational Retirement Board | 46,300 | $2.49M | 0.08% | 00.0% | Unchanged |
| Toronto Dominion Bank | 46,035 | $2.47M | 0.00% | +13,078+39.7% | Added |
| TFG Advisers LLC | 45,890 | $2.46M | 1.07% | −325−0.7% | Reduced |
| Baird Financial Group, Inc. | 45,695 | $2.45M | 0.01% | −60−0.1% | Reduced |
| Nisa Investment Advisors, LLC | 49,875 | $2.43M | 0.02% | 00.0% | Unchanged |
| 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 |
| Cubist Systematic Strategies, LLC | 43,870 | $2.35M | 0.02% | +10,528+31.6% | Added |
| National Bank of Canada | 43,186 | $2.32M | 0.01% | +43,186 | New |
| Van Eck Associates Corp | 42,658 | $2.29M | 0.01% | +5,865+15.9% | Added |
| Andra AP-fonden | 42,500 | $2.28M | 0.05% | −46,000−52.0% | Reduced |
| Gulf International Bank (UK) Ltd | 42,045 | $2.26M | 0.03% | +42,045 | New |
| Utah Retirement Systems | 41,798 | $2.24M | 0.03% | +1,300+3.2% | Added |
| Metropolitan Life Insurance Co | 41,163 | $2.21M | 0.03% | +323+0.8% | Added |
| British Columbia Investment Management Corp | 40,997 | $2.20M | 0.01% | −2,143−5.0% | Reduced |
| Handelsbanken Fonder AB | 40,267 | $2.16M | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 40,241 | $2.16M | 0.08% | +7,957+24.6% | Added |
| Federated Hermes, Inc. | 40,135 | $2.15M | 0.00% | −721−1.8% | Reduced |
| Haverford Trust Co | 39,927 | $2.14M | 0.02% | −4,689−10.5% | Reduced |
| Voya Investment Management LLC | 39,793 | $2.14M | 0.00% | −3,222−7.5% | Reduced |
| Modera Wealth Management, LLC | 39,259 | $2.11M | 0.08% | +4,479+12.9% | Added |
| Ledyard National Bank | 39,207 | $2.10M | 0.20% | −960−2.4% | Reduced |
| Creative Planning | 38,773 | $2.08M | 0.00% | −38,319−49.7% | Reduced |
| Envestnet Asset Management Inc | 38,527 | $2.07M | 0.00% | +1,433+3.9% | Added |
| First Personal Financial Services | 38,260 | $2.05M | 0.46% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 38,127 | $2.05M | 0.04% | +1,184+3.2% | Added |
| Glenmede Trust Co NA | 36,650 | $1.97M | 0.01% | +1,610+4.6% | Added |
| Umb Bank N A | 35,371 | $1.90M | 0.02% | +35,371 | New |
| Holocene Advisors, LP | 35,329 | $1.90M | 0.01% | +7,127+25.3% | Added |
| Tortoise Capital Advisors, L.L.C. | 35,201 | $1.89M | 0.03% | −1,427−3.9% | Reduced |