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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.

Q1 2022 vs. Q4 2021

How the institutions holding Essential Utilities, Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of WTRG: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders6489642+3
Shares175.9M61.6K181.0M+5.11M (+2.9%)
Value$9.44B$3.30M$9.19B−$238.8M (−2.5%)

9 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (68)

Institutions that held Essential Utilities, Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to WTRG in Q1 2022
InstitutionSharesValue% of portfolio
D. E. Shaw & Co., Inc.165,447$8.46M0.01%
Amalgamated Financial Corp.159,759$8.17M0.06%
Susquehanna International Group, LLP130,063$6.65M0.01%
Natixis126,698$6.48M0.02%
Wellington Management Group LLP123,195$6.30M0.00%
Barclays PLC115,759$5.92M0.00%
Aviva PLC115,528$5.91M0.03%
Walleye Capital LLC41,854$2.14M0.06%
Allstate Corp41,255$2.11M0.06%
Quantbot Technologies LP27,631$1.41M0.12%
Virginia Retirement Systems Et Al27,300$1.40M0.01%
Schonfeld Strategic Advisors LLC22,300$1.14M0.01%
Squarepoint Ops LLC21,661$1.11M0.01%
Mariner, LLC14,654$749.0K0.00%
Occudo Quantitative Strategies LP14,589$746.0K0.06%
Atria Wealth Solutions, Inc.13,637$697.0K0.01%
SS&H Financial Advisors, Inc.13,074$668.0K0.26%
Unigestion Holding SA12,439$647.0K0.03%
Forsta Ap-Fonden12,000$614.0K0.01%
Tiaa, FSB11,599$593.0K0.00%
Oak Thistle LLC9,626$492.0K0.26%
Meeder Asset Management Inc9,536$488.0K0.02%
Beacon Pointe Advisors, LLC7,850$401.0K0.01%
CCG Wealth Management, LLC7,252$371.0K0.18%
Zimmermann Investment Management & Planning LLC7,051$361.0K0.21%
CenterBook Partners LP6,461$330.0K0.12%
Gateway Investment Advisers LLC6,231$319.0K0.00%
Bayesian Capital Management, LP6,000$307.0K0.05%
Seven Eight Capital, LP5,335$273.0K0.04%
Balyasny Asset Management LLC5,210$266.0K0.00%
Fox Run Management, L.L.C.4,894$250.0K0.14%
Winton Group Ltd4,478$229.0K0.01%
Perigon Wealth Management, LLC4,461$228.0K0.02%
Davis R M Inc4,433$227.0K0.01%
Ellsworth Advisors, LLC4,500$224.0K0.08%
CTC Capital Management, LLC4,200$215.0K0.58%
Moreno Evelyn V4,118$211.0K0.04%
We Are One Seven, LLC3,963$203.0K0.02%
Bank of New Hampshire2,875$147.0K0.04%
Bartlett & Co. LLC2,731$140.0K0.00%
Bartlett & Co. Wealth Management LLC2,731$139.6K0.00%
Group One Trading, L.P.2,000$102.0K0.00%
Bromfield Sneider Wealth Advisors1,657$85.0K0.09%
Prospera Financial Services Inc1,372$70.0K0.00%
Cyrus J. Lawrence, LLC1,292$66.0K0.02%
Herold Advisors, Inc.800$40.9K0.01%
1832 Asset Management L.P.750$38.0K0.00%
MCF Advisors LLC740$38.0K0.00%
Selective Wealth Management, Inc.700$36.0K0.01%
PEAK6 Investments LLC657$34.0K0.00%
Hazlett, Burt & Watson, Inc.500$25.0K0.02%
Koshinski Asset Management, Inc.416$21.3K0.00%
Elequin Capital LP402$21.0K0.00%
Freedman Financial Associates, Inc.247$13.0K0.01%
TCWP LLC212$10.0K0.00%
GW&K Investment Management, LLC145$7.00K0.00%
Global Retirement Partners, LLC158$7.00K0.00%
Lansing Street Advisors140$7.00K0.00%
Mine & Arao Wealth Creation & Management, LLC.111$6.00K0.00%
Oliver Lagore Vanvalin Investment Group100$5.00K0.00%
Conrad Siegel Investment Advisors, Inc.63$3.00K0.00%
Covington Capital Management43$2.00K0.00%
Cordant, Inc.44$2.00K0.00%
Ulland Investment Advisors, LLC30$2.00K0.00%
Massmutual Trust Co FSB15$1.00K0.00%
Northwest Investment Counselors, LLC19$1.00K0.00%
Clear Street Markets LLC10$1.00K0.00%
SJS Investment Consulting Inc.4$00.00%

Sold out (65)

Institutions that held Essential Utilities, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of WTRG in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Citadel Advisors LLC1,072,326$57.6M
FIL Ltd580,390$31.2M
Coann Capital LLC171,374$9.20M
Redpoint Investment Management Pty Ltd65,605$3.52M
Metropolitan Life Insurance Co41,163$2.21M
CIBC World Markets Inc.35,097$1.88M
Americana Partners, LLC29,700$1.59M
Capitolis Advisors LLC29,495$1.58M
Pacer Advisors, Inc.23,246$1.25M
Banco Bilbao Vizcaya Argentaria, S.A.20,457$1.09M
Sciencast Management LP15,759$840.0K
Qube Research & Technologies Ltd14,947$803.0K
Exchange Traded Concepts, LLC11,721$629.0K
Aigen Investment Management, LP12,059$613.0K
BI Asset Management Fondsmaeglerselskab A/S10,418$559.0K
Asahi Life Asset Management Co., Ltd.8,080$434.0K
Krane Funds Advisors LLC7,413$398.0K
Affiance Financial, LLC7,252$389.0K
Wealthfront Advisers LLC7,182$386.0K
Kingsview Wealth Management, LLC6,820$366.0K
Prelude Capital Management, LLC6,003$322.0K
StoneX Group Inc.5,422$291.1K
Marshall Wace, LLP5,415$291.0K
Ziegler Capital Management, LLC5,355$288.0K
Castleview Partners, LLC15,301$285.0K
Pegasus Partners Ltd.5,178$278.0K
Paloma Partners Management Co5,100$274.0K
Advisors Asset Management, Inc.4,883$262.2K
Wesbanco Bank Inc4,857$261.0K
Emerald Advisers, LLC4,460$239.0K
Bridgefront Capital, LLC4,228$227.0K
Madden Securities Corp4,167$224.0K
Lombard Odier Asset Management (Switzerland) SA4,149$223.0K
Main Street Financial Solutions, LLC4,149$223.0K
RSM US Wealth Management LLC4,015$216.0K
Wealthspire Advisors, LLC3,924$211.0K
Calton & Associates, Inc.3,849$206.0K
Park National Corp3,822$205.0K
Gratus Capital LLC3,750$201.0K
Truvestments Capital LLC3,469$186.0K
Delta Asset Management LLC3,300$177.0K
Cornerstone Advisory, LLC3,196$172.0K
Stonebridge Financial Planning Group, LLC3,573$170.0K
Snowden Capital Advisors LLC3,026$162.0K
Fulcrum Asset Management LLP–$159.0K
Amplius Wealth Advisors, LLC2,779$149.0K
Confluence Wealth Services, Inc.2,511$134.0K
Beaird Harris Wealth Management, LLC2,328$125.0K
Widmann Financial Services, Inc.2,310$124.0K
CoreCap Advisors, LLC2,197$118.0K
Schroder Investment Management Group2,023$109.0K
Trust Co of Vermont1,875$101.0K
Vigilant Capital Management, LLC1,363$73.0K
Masso Torrence Wealth Management Inc.1,231$66.0K
Cassady Schiller Wealth Management, LLC625$34.0K
FSB Premier Wealth Management, Inc.545$29.0K
Neo Ivy Capital Management521$28.0K
Washington Trust Advisors, Inc.400$21.0K
Eagle Bay Advisors LLC175$9.00K
Sageworth Trust Co147$8.00K
Bivin & Associates, Inc.103$6.00K
Independence Bank of Kentucky100$5.00K
Capital Analysts, LLC78$4.00K
Delos Wealth Advisors, LLC47$3.00K
Retirement Planning Co of New England, Inc.46$2.00K

Not filed for Q1 2022 yet (9)

Institutions that held Essential Utilities, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTRG in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Andra AP-fonden42,500$2.28M
Reilly Financial Advisors, LLC5,115$275.0K
6 Meridian4,313$232.0K
First Midwest Bank Trust Division4,300$231.0K
Carroll Financial Associates, Inc.2,355$123.0K
Harbour Investments, Inc.1,715$92.0K
NEXT Financial Group, Inc1,120$60.0K
Bell Investment Advisors, Inc120$6.00K
Castle Financial & Retirement Planning Associates, Inc.19$1.00K