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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 75,061 | $3.84M | 0.02% | −6,009−7.4% | Reduced |
| Employees Retirement System of Texas | 76,875 | $3.93M | 0.05% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 77,465 | $3.96M | 0.01% | −3,137−3.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 78,951 | $4.04M | 0.02% | +5,224+7.1% | Added |
| South Dakota Investment Council | 79,995 | $4.09M | 0.08% | −14,300−15.2% | Reduced |
| Advisor Group Holdings, Inc. | 92,405 | $4.23M | 0.01% | +2,544+2.8% | Added |
| Clear Harbor Asset Management, LLC | 87,345 | $4.47M | 0.51% | +449+0.5% | Added |
| Stifel Financial Corp | 87,713 | $4.49M | 0.01% | +2,872+3.4% | Added |
| Treasurer of the State of North Carolina | 88,087 | $4.50M | 0.02% | +1,360+1.6% | Added |
| Guggenheim Capital LLC | 90,900 | $4.65M | 0.03% | +25,407+38.8% | Added |
| LPL Financial LLC | 92,718 | $4.74M | 0.00% | −1,334−1.4% | Reduced |
| SG Americas Securities, LLC | 93,026 | $4.76M | 0.04% | +77,796+510.8% | Added |
| Jane Street Group, LLC | 94,873 | $4.85M | 0.01% | +72,103+316.7% | Added |
| BLB&B Advisors, LLC | 95,895 | $4.90M | 0.33% | −1,574−1.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 95,962 | $4.91M | 1.46% | −2,163−2.2% | Reduced |
| Vontobel Holding Ltd. | 95,400 | $4.96M | 0.04% | −14,934−13.5% | Reduced |
| NewSquare Capital LLC | 99,704 | $5.10M | 0.54% | +91,894+1,176.6% | Added |
| AdvisorNet Financial, Inc | 100,178 | $5.12M | 0.32% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 102,057 | $5.22M | 2.48% | +20,292+24.8% | Added |
| Comerica Bank | 107,142 | $5.34M | 0.04% | −500.0% | Reduced |
| Brown Advisory Inc | 106,133 | $5.43M | 0.01% | +9,745+10.1% | Added |
| Asset Management One Co.,Ltd. | 107,339 | $5.49M | 0.02% | +137+0.1% | Added |
| Ameritas Investment Partners, Inc. | 107,894 | $5.51M | 0.20% | +26,366+32.3% | Added |
| SEI Investments Co | 110,295 | $5.64M | 0.01% | −47,583−30.1% | Reduced |
| Boenning & Scattergood, Inc. | 115,467 | $5.90M | 0.95% | −3,203−2.7% | Reduced |
| Aviva PLC | 115,528 | $5.91M | 0.03% | +115,528 | New |
| Barclays PLC | 115,759 | $5.92M | 0.00% | +115,759 | New |
| Farmers Trust Co | 116,921 | $5.98M | 1.28% | +2,083+1.8% | Added |
| Citigroup Inc | 122,653 | $6.27M | 0.01% | +29,559+31.8% | Added |
| Yousif Capital Management, LLC | 122,801 | $6.28M | 0.07% | +250+0.2% | Added |
| Wellington Management Group LLP | 123,195 | $6.30M | 0.00% | +123,195 | New |
| State of New Jersey Common Pension Fund D | 123,705 | $6.33M | 0.02% | +3,513+2.9% | Added |
| Natixis | 126,698 | $6.48M | 0.02% | +126,698 | New |
| First National Corp | 126,902 | $6.49M | 1.38% | −13,158−9.4% | Reduced |
| First National Bank & Trust Co of Newtown | 128,387 | $6.56M | 1.33% | −482−0.4% | Reduced |
| Susquehanna International Group, LLP | 130,063 | $6.65M | 0.01% | +130,063 | New |
| Ensign Peak Advisors, Inc | 132,500 | $6.78M | 0.01% | −2,845−2.1% | Reduced |
| HM Payson & Co | 135,229 | $6.91M | 0.16% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 139,832 | $7.15M | 0.05% | +16,439+13.3% | Added |
| Massachusetts Financial Services Co | 141,198 | $7.22M | 0.00% | −49,961−26.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 144,943 | $7.41M | 0.02% | +16,309+12.7% | Added |
| MetLife Investment Management | 148,756 | $7.61M | 0.05% | +37,297+33.5% | Added |
| Russell Investments Group, Ltd. | 152,247 | $7.80M | 0.01% | +24,178+18.9% | Added |
| Janney Montgomery Scott LLC | 153,304 | $7.84M | 0.03% | +7,485+5.1% | Added |
| Wills Financial Group, Inc. | 154,969 | $7.92M | 3.33% | −1,720−1.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 156,274 | $7.99M | 0.08% | −68,225−30.4% | Reduced |
| Verition Fund Management LLC | 157,721 | $8.06M | 0.15% | +45,904+41.1% | Added |
| Brandywine Global Investment Management, LLC | 159,438 | $8.15M | 0.06% | −7,500−4.5% | Reduced |
| 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 |
| DekaBank Deutsche Girozentrale | 156,886 | $8.18M | 0.02% | +5,297+3.5% | Added |
| Texas Permanent School Fund | 163,057 | $8.34M | 0.11% | −3,489−2.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 163,900 | $8.38M | 0.06% | −9,600−5.5% | Reduced |
| D. E. Shaw & Co., Inc. | 165,447 | $8.46M | 0.01% | +165,447 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 176,863 | $9.04M | 1.01% | +1,272+0.7% | Added |
| State of Wisconsin Investment Board | 178,940 | $9.15M | 0.02% | +9,050+5.3% | Added |
| Cambiar Investors LLC | 200,414 | $10.2M | 0.39% | −902−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 200,808 | $10.3M | 0.01% | +445+0.2% | Added |
| Hennessy Advisors Inc | 205,400 | $10.5M | 0.55% | −2,000−1.0% | Reduced |
| Magellan Asset Management Ltd | 208,357 | $10.7M | 0.04% | −25,328−10.8% | Reduced |
| Mutual of America Capital Management LLC | 209,721 | $10.7M | 0.11% | +4,107+2.0% | Added |
| Public Employees Retirement System of Ohio | 214,151 | $10.9M | 0.04% | +85,255+66.1% | Added |
| Cambridge Trust Co | 215,346 | $11.0M | 0.39% | −3,451−1.6% | Reduced |
| Aaron Wealth Advisors | 572,707 | $11.2M | 0.23% | +561,474+4,998.4% | Added |
| Erste Asset Management GmbH | 218,810 | $11.4M | 0.22% | −5,850−2.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 223,365 | $11.4M | 0.04% | −3,855−1.7% | Reduced |
| Manufacturers Life Insurance Company, The | 227,014 | $11.6M | 0.01% | −66,417−22.6% | Reduced |
| Macquarie Group Ltd | 1,004,301 | $12.6M | 0.01% | +340,559+51.3% | Added |
| Raymond James & Associates | 258,591 | $13.2M | 0.01% | −9,929−3.7% | Reduced |
| First Manhattan Co | 260,429 | $13.3M | 0.04% | −7,622−2.8% | Reduced |
| Commonwealth Equity Services, LLC | 278,701 | $14.2M | 0.03% | −5,983−2.1% | Reduced |
| Gradient Investments LLC | 280,905 | $14.4M | 0.37% | +17,645+6.7% | Added |
| FMR LLC | 287,559 | $14.7M | 0.00% | −48,533−14.4% | Reduced |
| State Board of Administration of Florida Retirement System | 292,665 | $15.0M | 0.03% | +21,381+7.9% | Added |
| Credit Suisse AG | 292,799 | $15.0M | 0.01% | −199,362−40.5% | Reduced |
| New York State Teachers Retirement System | 292,891 | $15.0M | 0.03% | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 293,778 | $15.1M | 0.63% | +237,465+421.7% | Added |
| Royal Bank of Canada | 302,016 | $15.4M | 0.00% | −8,611−2.8% | Reduced |
| Victory Capital Management Inc | 356,438 | $16.0M | 0.02% | +50,329+16.4% | Added |
| UBS Group AG | 341,345 | $17.5M | 0.01% | +9,544+2.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 342,002 | $17.5M | 0.17% | +80,497+30.8% | Added |
| Eaton Vance Management | 342,051 | $17.5M | 0.02% | +324,362+1,833.7% | Added |
| Retirement Systems of Alabama | 345,881 | $17.7M | 0.06% | +607+0.2% | Added |
| Price T Rowe Associates Inc | 354,463 | $18.1M | 0.00% | −28,624−7.5% | Reduced |
| Ameriprise Financial Inc | 358,015 | $18.2M | 0.01% | +2,967+0.8% | Added |
| APG Asset Management N.V. | 410,164 | $18.8M | 0.04% | −37,145−8.3% | Reduced |
| Wells Fargo & Company | 378,082 | $19.3M | 0.01% | +6,344+1.7% | Added |
| American International Group, Inc. | 389,628 | $19.9M | 0.11% | +669+0.2% | Added |
| California Public Employees Retirement System | 440,912 | $22.5M | 0.02% | −32,221−6.8% | Reduced |
| Nuance Investments, LLC | 443,520 | $22.7M | 0.41% | −140,148−24.0% | Reduced |
| Public Employees Retirement Association of Colorado | 444,404 | $22.7M | 0.10% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 462,803 | $23.7M | 0.01% | −45,984−9.0% | Reduced |
| Parametric Portfolio Associates LLC | 477,659 | $24.4M | 0.01% | −22,667−4.5% | Reduced |
| Point72 Asset Management, L.P. | 481,057 | $24.6M | 0.11% | −342,427−41.6% | Reduced |
| California State Teachers Retirement System | 483,324 | $24.7M | 0.03% | −5,920−1.2% | Reduced |
| ProShare Advisors LLC | 488,544 | $25.0M | 0.05% | +19,382+4.1% | Added |
| Gabelli Funds LLC | 512,700 | $26.2M | 0.17% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 524,708 | $26.8M | 0.02% | +511,825+3,972.9% | Added |
| NN Investment Partners Holdings N.V. | 527,927 | $27.0M | 0.15% | −9,704−1.8% | Reduced |
| JPMorgan Chase & Co | 545,001 | $27.9M | 0.00% | −38,568−6.6% | Reduced |