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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 35,097 | $1.88M | 0.01% | +35,097 | New |
| ELCO Management Co., LLC | 34,841 | $1.87M | 1.34% | +5,482+18.7% | Added |
| STRS Ohio | 34,408 | $1.85M | 0.01% | +31,775+1,206.8% | Added |
| Sterling Investment Advisors, Ltd. | 33,738 | $1.81M | 0.51% | +100.0% | Added |
| State of Alaska, Department of Revenue | 33,283 | $1.79M | 0.02% | −1,040−3.0% | Reduced |
| Cetera Advisor Networks LLC | 32,836 | $1.76M | 0.02% | +10,052+44.1% | Added |
| Continuum Advisory, LLC | 32,752 | $1.76M | 0.40% | +373+1.2% | Added |
| Pendal Group Limited | 32,494 | $1.75M | 0.01% | +25,188+344.8% | Added |
| Seeyond | 32,335 | $1.74M | 0.16% | −7,540−18.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 32,216 | $1.73M | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 32,076 | $1.72M | 0.02% | +1,094+3.5% | Added |
| Mercer Global Advisors Inc | 32,056 | $1.72M | 0.01% | −1,624−4.8% | Reduced |
| Janus Henderson Group PLC | 31,886 | $1.71M | 0.00% | −259,075−89.0% | Reduced |
| Candriam Luxembourg S.C.A. | 31,521 | $1.69M | 0.01% | −4,191−11.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 31,486 | $1.69M | 0.96% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 31,124 | $1.67M | 0.03% | −882−2.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 31,000 | $1.66M | 0.02% | +4,000+14.8% | Added |
| Americana Partners, LLC | 29,700 | $1.59M | 0.29% | +9,100+44.2% | Added |
| Capitolis Advisors LLC | 29,495 | $1.58M | 0.01% | +29,495 | New |
| Bridgewater Advisors Inc. | 29,445 | $1.58M | 0.35% | +29,445 | New |
| Rockefeller Capital Management L.P. | 28,066 | $1.51M | 0.01% | +2,497+9.8% | Added |
| Carnegie Capital Asset Management, LLC | 27,627 | $1.48M | 0.05% | +10.0% | Added |
| CoreCommodity Management, LLC | 27,570 | $1.48M | 0.41% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 26,287 | $1.41M | 0.02% | +5,798+28.3% | Added |
| Wealthcare Advisory Partners LLC | 26,074 | $1.40M | 0.08% | +6,098+30.5% | Added |
| Blackhill Capital Inc | 26,041 | $1.40M | 0.12% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 26,007 | $1.40M | 0.01% | +929+3.7% | Added |
| Virtue Capital Management, LLC | 25,963 | $1.39M | 0.21% | +3,909+17.7% | Added |
| First Business Financial Services, Inc. | 25,913 | $1.39M | 0.15% | +1,296+5.3% | Added |
| Xponance, Inc. | 25,782 | $1.38M | 0.02% | +335+1.3% | Added |
| Arkadios Wealth Advisors | 25,615 | $1.38M | 0.18% | −855−3.2% | Reduced |
| Jmac Enterprises LLC | 28,711 | $1.36M | 0.32% | +28,711 | New |
| Financial Architects, Inc | 24,504 | $1.32M | 0.18% | +18+0.1% | Added |
| Rodgers Brothers Inc. | 24,413 | $1.31M | 0.23% | −2,250−8.4% | Reduced |
| Renaissance Technologies LLC | 23,700 | $1.27M | 0.00% | −292,017−92.5% | Reduced |
| US Bancorp | 23,630 | $1.27M | 0.00% | −163−0.7% | Reduced |
| Rothschild Investment Corp | 23,555 | $1.26M | 0.10% | −150−0.6% | Reduced |
| Toth Financial Advisory Corp | 23,482 | $1.26M | 0.17% | +155+0.7% | Added |
| Voloridge Investment Management, LLC | 23,272 | $1.25M | 0.01% | +23,272 | New |
| 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 |
| Whittier Trust Co | 23,133 | $1.24M | 0.02% | +625+2.8% | Added |
| Man Group plc | 23,091 | $1.24M | 0.00% | +14+0.1% | Added |
| Liberty One Investment Management, LLC | 22,902 | $1.23M | 0.19% | +187+0.8% | Added |
| Jane Street Group, LLC | 22,770 | $1.22M | 0.00% | +22,770 | New |
| Cetera Investment Advisers | 22,372 | $1.20M | 0.02% | −265−1.2% | Reduced |
| Cozad Asset Management Inc | 21,639 | $1.16M | 0.16% | +115+0.5% | Added |
| Crossmark Global Holdings, Inc. | 21,393 | $1.15M | 0.02% | +3,780+21.5% | Added |
| TD Asset Management Inc | 21,345 | $1.15M | 0.00% | −2,127−9.1% | Reduced |
| Ingalls & Snyder LLC | 21,144 | $1.14M | 0.05% | −50−0.2% | Reduced |
| Hoylecohen, LLC | 21,085 | $1.13M | 0.09% | −700−3.2% | Reduced |
| Natixis Advisors, L.P. | 20,916 | $1.12M | 0.00% | −1,215−5.5% | Reduced |
| Bernardo Wealth Planning LLC | 20,893 | $1.12M | 0.55% | +10.0% | Added |
| Prudential Financial Inc | 23,318 | $1.11M | 0.00% | −3,824−14.1% | Reduced |
| Securian Asset Management, Inc | 20,599 | $1.11M | 0.02% | +543+2.7% | Added |
| Neuberger Berman Group LLC | 20,394 | $1.09M | 0.00% | +8,567+72.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,457 | $1.09M | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20,139 | $1.08M | 0.28% | +1,464+7.8% | Added |
| Tower Bridge Advisors | 20,096 | $1.08M | 0.07% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 20,035 | $1.08M | 0.04% | −529−2.6% | Reduced |
| Fiduciary Trust Co | 19,861 | $1.07M | 0.02% | −325−1.6% | Reduced |
| Daiwa Securities Group Inc. | 19,663 | $1.06M | 0.01% | +500+2.6% | Added |
| Swiss Life Asset Management Ltd | 19,300 | $1.04M | 0.01% | +13,069+209.7% | Added |
| Prudential PLC | 19,221 | $1.03M | 0.01% | −534−2.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 19,145 | $1.03M | 0.14% | 00.0% | Unchanged |
| Shell Asset Management Co | 19,034 | $1.02M | 0.02% | −1,956−9.3% | Reduced |
| Standard Life Aberdeen plc | 18,977 | $1.02M | 0.00% | −4,981−20.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 18,898 | $1.01M | 0.00% | +18,898 | New |
| Profund Advisors LLC | 18,514 | $994.0K | 0.03% | +185+1.0% | Added |
| Smithfield Trust Co | 17,901 | $961.0K | 0.06% | 00.0% | Unchanged |
| Costello Asset Management, INC | 17,716 | $951.0K | 0.58% | +200+1.1% | Added |
| Taylor Hoffman Wealth Management | 17,695 | $950.0K | 0.36% | −150−0.8% | Reduced |
| Eaton Vance Management | 17,689 | $950.0K | 0.00% | +145+0.8% | Added |
| Westpac Banking Corp | 17,600 | $944.9K | 0.01% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 17,463 | $938.0K | 0.60% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 17,355 | $932.0K | 0.03% | +814+4.9% | Added |
| First Hawaiian Bank | 17,115 | $919.0K | 0.03% | +17,115 | New |
| Maryland State Retirement & Pension System | 17,068 | $916.0K | 0.02% | 00.0% | Unchanged |
| Cordasco Financial Network | 16,853 | $905.0K | 0.57% | −218−1.3% | Reduced |
| Pathstone Family Office, LLC | 16,663 | $895.0K | 0.02% | −1,572−8.6% | Reduced |
| O'Brien Greene & Co. Inc | 16,214 | $871.0K | 0.29% | 00.0% | Unchanged |
| Philadelphia Trust Co | 16,195 | $870.0K | 0.06% | +50+0.3% | Added |
| Rockland Trust Co | 16,047 | $862.0K | 0.05% | −2,433−13.2% | Reduced |
| JustInvest LLC | 15,984 | $858.0K | 0.05% | +4,938+44.7% | Added |
| Kennedy Capital Management, Inc. | 15,951 | $856.0K | 0.02% | −1,360−7.9% | Reduced |
| Clean Yield Group | 15,726 | $844.0K | 0.28% | 00.0% | Unchanged |
| Sciencast Management LP | 15,759 | $840.0K | 0.15% | +15,759 | New |
| Hutchens & Kramer Investment Management Group, LLC | 16,990 | $820.0K | 0.52% | +16,990 | New |
| SG Americas Securities, LLC | 15,230 | $818.0K | 0.01% | −60,348−79.8% | Reduced |
| Bridgewater Associates, LP | 15,107 | $811.0K | 0.00% | +15,107 | New |
| Sonen Capital LLC | 15,002 | $805.0K | 0.78% | +15,002 | New |
| Whittier Trust Co of Nevada Inc | 14,995 | $804.0K | 0.03% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 14,968 | $804.0K | 0.10% | +101+0.7% | Added |
| Qube Research & Technologies Ltd | 14,947 | $803.0K | 0.01% | +14,947 | New |
| Advisory Services Network, LLC | 14,889 | $799.0K | 0.02% | −601−3.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,810 | $795.0K | 0.00% | +1,444+10.8% | Added |
| Belpointe Asset Management LLC | 14,572 | $783.0K | 0.05% | +242+1.7% | Added |
| United Capital Financial Advisers, LLC | 14,548 | $781.0K | 0.00% | −560−3.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,557 | $781.0K | 0.02% | −44−0.3% | Reduced |
| Kestra Advisory Services, LLC | 14,458 | $776.0K | 0.01% | −648−4.3% | Reduced |