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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 24,749 | $1.26M | 0.01% | −19,121−43.6% | Reduced |
| Prudential PLC | 24,836 | $1.27M | 0.02% | +5,615+29.2% | Added |
| Xponance, Inc. | 25,458 | $1.30M | 0.02% | −324−1.3% | Reduced |
| Mercer Global Advisors Inc | 25,890 | $1.32M | 0.01% | −6,166−19.2% | Reduced |
| Blackhill Capital Inc | 26,041 | $1.33M | 0.13% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 26,733 | $1.37M | 0.15% | +820+3.2% | Added |
| Nissay Asset Management Corp | 27,277 | $1.40M | 0.01% | +1,270+4.9% | Added |
| Virginia Retirement Systems Et Al | 27,300 | $1.40M | 0.01% | +27,300 | New |
| CoreCommodity Management, LLC | 27,321 | $1.40M | 0.31% | −249−0.9% | Reduced |
| Quantbot Technologies LP | 27,631 | $1.41M | 0.12% | +27,631 | New |
| Carnegie Capital Asset Management, LLC | 27,627 | $1.41M | 0.05% | 00.0% | Unchanged |
| Truist Financial Corp | 27,992 | $1.43M | 0.00% | −43,623−60.9% | Reduced |
| Continuum Advisory, LLC | 32,752 | $1.47M | 0.28% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 28,839 | $1.48M | 0.35% | +128+0.4% | Added |
| ELCO Management Co., LLC | 29,767 | $1.52M | 1.04% | −5,074−14.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 30,016 | $1.53M | 0.01% | −2,200−6.8% | Reduced |
| Daiwa Securities Group Inc. | 30,563 | $1.56M | 0.01% | +10,900+55.4% | Added |
| D.A. Davidson & Co. | 30,603 | $1.56M | 0.02% | −1,473−4.6% | Reduced |
| Bridgewater Associates, LP | 30,924 | $1.58M | 0.01% | +15,817+104.7% | Added |
| Bridgewater Advisors Inc. | 31,380 | $1.60M | 0.39% | +1,935+6.6% | Added |
| Seeyond | 31,399 | $1.60M | 0.16% | −936−2.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 31,586 | $1.61M | 0.99% | +100+0.3% | Added |
| Wealthcare Advisory Partners LLC | 31,676 | $1.62M | 0.10% | +5,602+21.5% | Added |
| Rockefeller Capital Management L.P. | 31,989 | $1.63M | 0.01% | +3,923+14.0% | Added |
| State of Alaska, Department of Revenue | 32,358 | $1.65M | 0.02% | −925−2.8% | Reduced |
| Cetera Advisor Networks LLC | 32,485 | $1.66M | 0.02% | −351−1.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 33,749 | $1.73M | 0.49% | +110.0% | Added |
| Umb Bank N A | 34,282 | $1.75M | 0.02% | −1,089−3.1% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 35,496 | $1.81M | 0.02% | +295+0.8% | Added |
| Robeco Institutional Asset Management B.V. | 35,509 | $1.82M | 0.00% | +25,890+269.2% | Added |
| STRS Ohio | 36,529 | $1.87M | 0.01% | +2,121+6.2% | Added |
| Glenmede Trust Co NA | 36,749 | $1.88M | 0.01% | +99+0.3% | Added |
| Modera Wealth Management, LLC | 36,866 | $1.89M | 0.08% | −2,393−6.1% | Reduced |
| British Columbia Investment Management Corp | 37,078 | $1.90M | 0.01% | −3,919−9.6% | Reduced |
| Natixis Advisors, L.P. | 37,787 | $1.93M | 0.01% | +16,871+80.7% | Added |
| Envestnet Asset Management Inc | 38,002 | $1.94M | 0.00% | −525−1.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 38,199 | $1.95M | 0.04% | +72+0.2% | Added |
| Ledyard National Bank | 38,707 | $1.98M | 0.20% | −500−1.3% | Reduced |
| Janus Henderson Group PLC | 38,806 | $1.98M | 0.00% | +6,920+21.7% | Added |
| Candriam Luxembourg S.C.A. | 39,357 | $2.01M | 0.01% | +7,836+24.9% | Added |
| Haverford Trust Co | 40,097 | $2.05M | 0.02% | +170+0.4% | Added |
| Bryn Mawr Trust Co | 40,116 | $2.05M | 0.08% | −125−0.3% | Reduced |
| Handelsbanken Fonder AB | 40,267 | $2.06M | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 41,033 | $2.10M | 0.00% | +1,240+3.1% | Added |
| Utah Retirement Systems | 41,098 | $2.10M | 0.03% | −700−1.7% | Reduced |
| Allstate Corp | 41,255 | $2.11M | 0.06% | +41,255 | New |
| Federated Hermes, Inc. | 41,290 | $2.11M | 0.00% | +1,155+2.9% | Added |
| Pendal Group Limited | 41,825 | $2.14M | 0.02% | +9,331+28.7% | Added |
| Walleye Capital LLC | 41,854 | $2.14M | 0.06% | +41,854 | New |
| Gulf International Bank (UK) Ltd | 42,045 | $2.15M | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 42,669 | $2.18M | 0.51% | +4,409+11.5% | Added |
| Man Group plc | 44,156 | $2.26M | 0.01% | +21,065+91.2% | Added |
| Creative Planning | 44,309 | $2.27M | 0.00% | +5,536+14.3% | Added |
| Covea Finance | 45,000 | $2.30M | 0.25% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 45,077 | $2.30M | 0.06% | −3,072−6.4% | Reduced |
| TFG Advisers LLC | 45,296 | $2.32M | 1.06% | −594−1.3% | Reduced |
| New Mexico Educational Retirement Board | 46,300 | $2.37M | 0.09% | 00.0% | Unchanged |
| Van Eck Associates Corp | 46,743 | $2.39M | 0.00% | +4,085+9.6% | Added |
| Baird Financial Group, Inc. | 46,989 | $2.40M | 0.01% | +1,294+2.8% | Added |
| Coastline Trust Co | 47,681 | $2.44M | 0.30% | +460+1.0% | Added |
| DnB Asset Management AS | 48,050 | $2.46M | 0.01% | −2,953−5.8% | Reduced |
| Nisa Investment Advisors, LLC | 48,375 | $2.47M | 0.02% | −1,500−3.0% | Reduced |
| Nomura Asset Management Co Ltd | 48,390 | $2.47M | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 48,896 | $2.50M | 1.72% | +31,180+176.0% | Added |
| Tortoise Index Solutions, LLC | 48,941 | $2.50M | 0.45% | −3,270−6.3% | Reduced |
| Sargent Bickham Lagudis LLC | 49,294 | $2.52M | 0.20% | −30,506−38.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 49,597 | $2.54M | 0.48% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 49,720 | $2.54M | 0.07% | −3,314−6.2% | Reduced |
| First American Bank | 51,218 | $2.62M | 0.22% | +501+1.0% | Added |
| Toronto Dominion Bank | 51,420 | $2.63M | 0.00% | +5,385+11.7% | Added |
| Jacobi Capital Management LLC | 52,103 | $2.66M | 0.32% | +464+0.9% | Added |
| HSBC Holdings PLC | 53,246 | $2.73M | 0.00% | −23,605−30.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 54,248 | $2.77M | 0.05% | −1,644−2.9% | Reduced |
| HighTower Advisors, LLC | 54,690 | $2.79M | 0.01% | −1,524−2.7% | Reduced |
| Holocene Advisors, LP | 54,766 | $2.80M | 0.01% | +19,437+55.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54,887 | $2.81M | 0.01% | −628−1.1% | Reduced |
| Arcadia Investment Management Corp | 56,420 | $2.88M | 0.55% | −1,155−2.0% | Reduced |
| YHB Investment Advisors, Inc. | 57,026 | $2.92M | 0.26% | −1,020−1.8% | Reduced |
| Addison Capital Co | 57,402 | $2.94M | 1.40% | +76+0.1% | Added |
| Panagora Asset Management Inc | 57,960 | $2.96M | 0.02% | +7,231+14.3% | Added |
| State of Michigan Retirement System | 58,371 | $2.98M | 0.02% | +78+0.1% | Added |
| Louisiana State Employees Retirement System | 60,200 | $3.00M | 0.07% | +1,100+1.9% | Added |
| Korea Investment CORP | 59,200 | $3.03M | 0.01% | +14,200+31.6% | Added |
| Stephens Inc | 62,122 | $3.18M | 0.05% | −830−1.3% | Reduced |
| Legacy Advisors, LLC | 64,843 | $3.31M | 0.64% | +131+0.2% | Added |
| Thrivent Financial for Lutherans | 65,107 | $3.33M | 0.01% | −8,670−11.8% | Reduced |
| IFM Investors Pty Ltd | 65,292 | $3.34M | 0.05% | +34,168+109.8% | Added |
| Radnor Capital Management, LLC | 65,561 | $3.35M | 0.84% | −8,541−11.5% | Reduced |
| Storebrand Asset Management AS | 65,731 | $3.36M | 0.02% | −127,312−66.0% | Reduced |
| Arizona State Retirement System | 66,835 | $3.42M | 0.03% | +3,270+5.1% | Added |
| Texas Yale Capital Corp. | 67,546 | $3.45M | 0.19% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 68,055 | $3.48M | 0.07% | −525−0.8% | Reduced |
| State of Tennessee, Treasury Department | 68,487 | $3.50M | 0.01% | 00.0% | Unchanged |
| Swedbank AB | 70,849 | $3.62M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 71,700 | $3.67M | 0.00% | +48,000+202.5% | Added |
| Hamilton Point Investment Advisors, LLC | 71,972 | $3.68M | 0.95% | +562+0.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 73,000 | $3.73M | 0.05% | +42,000+135.5% | Added |
| Oregon Public Employees Retirement Fund | 73,422 | $3.75M | 0.04% | +672+0.9% | Added |
| Teacher Retirement System of Texas | 74,339 | $3.80M | 0.02% | −35,386−32.2% | Reduced |
| Benedict Financial Advisors Inc | 74,665 | $3.82M | 1.02% | +140+0.2% | Added |