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, Q1 2022
Institutional positions in Essential Utilities, Inc. as of Mar 31, 2022. 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
- 642
- +3 vs. Q4 2021
- Shares held
- 181.0M
- +5.11M (+2.9%) vs. Q4 2021
- Total value
- $9.19B
- −$238.8M (−2.5%) vs. Q4 2021
- New holders
- 68
- 235 more added
- Sold out
- 65
- 194 more reduced
9 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 26,757,495 | $1.37B | 0.04% | +52,406+0.2% | Added |
| Vanguard Group Inc | 24,683,039 | $1.26B | 0.03% | +229,596+0.9% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $1.11B | 1.49% | 00.0% | Unchanged |
| State Street Corp | 13,218,964 | $675.9M | 0.03% | +449,065+3.5% | Added |
| Pictet Asset Management SA | 5,896,157 | $301.5M | 0.34% | +464,464+8.6% | Added |
| Impax Asset Management Group plc | 5,024,265 | $256.9M | 1.06% | −530,229−9.5% | Reduced |
| Norges Bank | 4,229,120 | $216.2M | 0.05% | +547,061+14.9% | Added |
| Amundi | 4,170,848 | $214.5M | 0.15% | +3,214,309+336.0% | Added |
| Invesco Ltd. | 3,600,859 | $184.1M | 0.05% | −137,018−3.7% | Reduced |
| Northern Trust Corp | 3,127,496 | $159.9M | 0.03% | +179,246+6.1% | Added |
| Geode Capital Management, LLC | 3,047,644 | $155.6M | 0.02% | +88,421+3.0% | Added |
| Legal & General Group Plc | 2,625,664 | $134.3M | 0.04% | +100,504+4.0% | Added |
| Bank of New York Mellon Corp | 2,470,942 | $126.3M | 0.02% | +27,327+1.1% | Added |
| Jennison Associates LLC | 2,134,841 | $109.2M | 0.08% | −143,005−6.3% | Reduced |
| Franklin Resources Inc | 1,595,919 | $81.6M | 0.03% | −104,585−6.2% | Reduced |
| Millennium Management LLC | 1,465,571 | $74.9M | 0.09% | +516,931+54.5% | Added |
| Charles Schwab Investment Management Inc | 1,456,951 | $74.5M | 0.02% | +51,362+3.7% | Added |
| UBS Asset Management Americas Inc | 1,373,851 | $70.2M | 0.03% | +425,873+44.9% | Added |
| Principal Financial Group Inc | 1,277,485 | $65.3M | 0.04% | +37,083+3.0% | Added |
| First Trust Advisors LP | 1,260,146 | $64.4M | 0.07% | −83,990−6.2% | Reduced |
| Duff & Phelps Investment Management Co | 1,249,510 | $63.9M | 0.74% | −371,817−22.9% | Reduced |
| Dimensional Fund Advisors LP | 1,186,342 | $60.7M | 0.02% | +127,695+12.1% | Added |
| Tandem Investment Advisors, Inc. | 1,130,539 | $57.8M | 3.54% | +80,685+7.7% | Added |
| Brookfield Asset Management Inc. | 1,125,127 | $57.5M | 0.22% | +945,897+527.8% | Added |
| Goldman Sachs Group Inc | 1,109,641 | $56.7M | 0.01% | +259,295+30.5% | Added |
| Cohen & Steers, Inc. | 1,090,842 | $55.8M | 0.09% | −1,088,010−49.9% | Reduced |
| Swiss National Bank | 1,039,986 | $53.2M | 0.03% | +152,700+17.2% | Added |
| Personal Capital Advisors Corp | 1,037,115 | $53.0M | 0.25% | +43,865+4.4% | Added |
| Electron Capital Partners, LLC | 1,030,801 | $52.7M | 2.40% | +490,352+90.7% | Added |
| Great West Life Assurance Co | 943,565 | $50.7M | 0.11% | +11,581+1.2% | Added |
| Bank of Montreal | 956,706 | $49.7M | 0.03% | −784,678−45.1% | Reduced |
| Zimmer Partners, LP | 912,722 | $46.7M | 0.68% | −26,300−2.8% | Reduced |
| Morgan Stanley | 901,039 | $46.1M | 0.01% | +49,355+5.8% | Added |
| Kames Capital plc | 758,601 | $38.8M | 0.57% | −485,413−39.0% | Reduced |
| New York State Common Retirement Fund | 725,847 | $37.1M | 0.04% | +19,569+2.8% | Added |
| Bank of America Corp | 697,004 | $35.6M | 0.00% | +145,471+26.4% | Added |
| Nuveen Asset Management, LLC | 724,012 | $35.3M | 0.01% | +135,131+22.9% | Added |
| AQR Capital Management LLC | 674,589 | $34.5M | 0.07% | +485,637+257.0% | Added |
| Deutsche Bank AG | 647,218 | $33.1M | 0.02% | +56,614+9.6% | Added |
| Rhumbline Advisers | 608,259 | $31.1M | 0.04% | −5,250−0.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 594,811 | $30.4M | 0.02% | +7,113+1.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 578,994 | $29.6M | 0.15% | +17,099+3.0% | Added |
| JPMorgan Chase & Co | 545,001 | $27.9M | 0.00% | −38,568−6.6% | Reduced |
| NN Investment Partners Holdings N.V. | 527,927 | $27.0M | 0.15% | −9,704−1.8% | Reduced |
| Allianz Asset Management GmbH | 524,708 | $26.8M | 0.02% | +511,825+3,972.9% | Added |
| Gabelli Funds LLC | 512,700 | $26.2M | 0.17% | 00.0% | Unchanged |
| ProShare Advisors LLC | 488,544 | $25.0M | 0.05% | +19,382+4.1% | Added |
| California State Teachers Retirement System | 483,324 | $24.7M | 0.03% | −5,920−1.2% | Reduced |
| Point72 Asset Management, L.P. | 481,057 | $24.6M | 0.11% | −342,427−41.6% | Reduced |
| Parametric Portfolio Associates LLC | 477,659 | $24.4M | 0.01% | −22,667−4.5% | Reduced |
| Alliancebernstein L.P. | 462,803 | $23.7M | 0.01% | −45,984−9.0% | Reduced |
| Public Employees Retirement Association of Colorado | 444,404 | $22.7M | 0.10% | 00.0% | Unchanged |
| Nuance Investments, LLC | 443,520 | $22.7M | 0.41% | −140,148−24.0% | Reduced |
| California Public Employees Retirement System | 440,912 | $22.5M | 0.02% | −32,221−6.8% | Reduced |
| American International Group, Inc. | 389,628 | $19.9M | 0.11% | +669+0.2% | Added |
| Wells Fargo & Company | 378,082 | $19.3M | 0.01% | +6,344+1.7% | Added |
| APG Asset Management N.V. | 410,164 | $18.8M | 0.04% | −37,145−8.3% | Reduced |
| Ameriprise Financial Inc | 358,015 | $18.2M | 0.01% | +2,967+0.8% | Added |
| Price T Rowe Associates Inc | 354,463 | $18.1M | 0.00% | −28,624−7.5% | Reduced |
| Retirement Systems of Alabama | 345,881 | $17.7M | 0.06% | +607+0.2% | Added |
| Eaton Vance Management | 342,051 | $17.5M | 0.02% | +324,362+1,833.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 342,002 | $17.5M | 0.17% | +80,497+30.8% | Added |
| UBS Group AG | 341,345 | $17.5M | 0.01% | +9,544+2.9% | Added |
| Victory Capital Management Inc | 356,438 | $16.0M | 0.02% | +50,329+16.4% | Added |
| Royal Bank of Canada | 302,016 | $15.4M | 0.00% | −8,611−2.8% | Reduced |
| AMP Capital Investors Ltd | 293,778 | $15.1M | 0.63% | +237,465+421.7% | Added |
| New York State Teachers Retirement System | 292,891 | $15.0M | 0.03% | 00.0% | Unchanged |
| Credit Suisse AG | 292,799 | $15.0M | 0.01% | −199,362−40.5% | Reduced |
| State Board of Administration of Florida Retirement System | 292,665 | $15.0M | 0.03% | +21,381+7.9% | Added |
| FMR LLC | 287,559 | $14.7M | 0.00% | −48,533−14.4% | Reduced |
| Gradient Investments LLC | 280,905 | $14.4M | 0.37% | +17,645+6.7% | Added |
| Commonwealth Equity Services, LLC | 278,701 | $14.2M | 0.03% | −5,983−2.1% | Reduced |
| First Manhattan Co | 260,429 | $13.3M | 0.04% | −7,622−2.8% | Reduced |
| Raymond James & Associates | 258,591 | $13.2M | 0.01% | −9,929−3.7% | Reduced |
| Macquarie Group Ltd | 1,004,301 | $12.6M | 0.01% | +340,559+51.3% | Added |
| Manufacturers Life Insurance Company, The | 227,014 | $11.6M | 0.01% | −66,417−22.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 223,365 | $11.4M | 0.04% | −3,855−1.7% | Reduced |
| Erste Asset Management GmbH | 218,810 | $11.4M | 0.22% | −5,850−2.6% | Reduced |
| Aaron Wealth Advisors | 572,707 | $11.2M | 0.23% | +561,474+4,998.4% | Added |
| Cambridge Trust Co | 215,346 | $11.0M | 0.39% | −3,451−1.6% | Reduced |
| Public Employees Retirement System of Ohio | 214,151 | $10.9M | 0.04% | +85,255+66.1% | Added |
| Mutual of America Capital Management LLC | 209,721 | $10.7M | 0.11% | +4,107+2.0% | Added |
| Magellan Asset Management Ltd | 208,357 | $10.7M | 0.04% | −25,328−10.8% | Reduced |
| Hennessy Advisors Inc | 205,400 | $10.5M | 0.55% | −2,000−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 200,808 | $10.3M | 0.01% | +445+0.2% | Added |
| Cambiar Investors LLC | 200,414 | $10.2M | 0.39% | −902−0.4% | Reduced |
| State of Wisconsin Investment Board | 178,940 | $9.15M | 0.02% | +9,050+5.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 176,863 | $9.04M | 1.01% | +1,272+0.7% | Added |
| D. E. Shaw & Co., Inc. | 165,447 | $8.46M | 0.01% | +165,447 | New |
| Mn Services Vermogensbeheer B.V. | 163,900 | $8.38M | 0.06% | −9,600−5.5% | Reduced |
| Texas Permanent School Fund | 163,057 | $8.34M | 0.11% | −3,489−2.1% | Reduced |
| DekaBank Deutsche Girozentrale | 156,886 | $8.18M | 0.02% | +5,297+3.5% | Added |
| Amalgamated Bank | 159,759 | $8.17M | 0.06% | −6,012−3.6% | Reduced |
| Amalgamated Financial Corp. | 159,759 | $8.17M | 0.06% | +159,759 | New |
| Brandywine Global Investment Management, LLC | 159,438 | $8.15M | 0.06% | −7,500−4.5% | Reduced |
| Verition Fund Management LLC | 157,721 | $8.06M | 0.15% | +45,904+41.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 156,274 | $7.99M | 0.08% | −68,225−30.4% | Reduced |
| Wills Financial Group, Inc. | 154,969 | $7.92M | 3.33% | −1,720−1.1% | Reduced |
| Janney Montgomery Scott LLC | 153,304 | $7.84M | 0.03% | +7,485+5.1% | Added |
| Russell Investments Group, Ltd. | 152,247 | $7.80M | 0.01% | +24,178+18.9% | Added |