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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 578,994 | $29.6M | 0.15% | +17,099+3.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 594,811 | $30.4M | 0.02% | +7,113+1.2% | Added |
| Rhumbline Advisers | 608,259 | $31.1M | 0.04% | −5,250−0.9% | Reduced |
| Deutsche Bank AG | 647,218 | $33.1M | 0.02% | +56,614+9.6% | Added |
| AQR Capital Management LLC | 674,589 | $34.5M | 0.07% | +485,637+257.0% | Added |
| Nuveen Asset Management, LLC | 724,012 | $35.3M | 0.01% | +135,131+22.9% | Added |
| Bank of America Corp | 697,004 | $35.6M | 0.00% | +145,471+26.4% | Added |
| New York State Common Retirement Fund | 725,847 | $37.1M | 0.04% | +19,569+2.8% | Added |
| Kames Capital plc | 758,601 | $38.8M | 0.57% | −485,413−39.0% | Reduced |
| Morgan Stanley | 901,039 | $46.1M | 0.01% | +49,355+5.8% | Added |
| Zimmer Partners, LP | 912,722 | $46.7M | 0.68% | −26,300−2.8% | Reduced |
| Bank of Montreal | 956,706 | $49.7M | 0.03% | −784,678−45.1% | Reduced |
| Great West Life Assurance Co | 943,565 | $50.7M | 0.11% | +11,581+1.2% | Added |
| Electron Capital Partners, LLC | 1,030,801 | $52.7M | 2.40% | +490,352+90.7% | Added |
| Personal Capital Advisors Corp | 1,037,115 | $53.0M | 0.25% | +43,865+4.4% | Added |
| Swiss National Bank | 1,039,986 | $53.2M | 0.03% | +152,700+17.2% | Added |
| Cohen & Steers, Inc. | 1,090,842 | $55.8M | 0.09% | −1,088,010−49.9% | Reduced |
| Goldman Sachs Group Inc | 1,109,641 | $56.7M | 0.01% | +259,295+30.5% | Added |
| Brookfield Asset Management Inc. | 1,125,127 | $57.5M | 0.22% | +945,897+527.8% | Added |
| Tandem Investment Advisors, Inc. | 1,130,539 | $57.8M | 3.54% | +80,685+7.7% | Added |
| Dimensional Fund Advisors LP | 1,186,342 | $60.7M | 0.02% | +127,695+12.1% | Added |
| Duff & Phelps Investment Management Co | 1,249,510 | $63.9M | 0.74% | −371,817−22.9% | Reduced |
| First Trust Advisors LP | 1,260,146 | $64.4M | 0.07% | −83,990−6.2% | Reduced |
| Principal Financial Group Inc | 1,277,485 | $65.3M | 0.04% | +37,083+3.0% | Added |
| UBS Asset Management Americas Inc | 1,373,851 | $70.2M | 0.03% | +425,873+44.9% | Added |
| Charles Schwab Investment Management Inc | 1,456,951 | $74.5M | 0.02% | +51,362+3.7% | Added |
| Millennium Management LLC | 1,465,571 | $74.9M | 0.09% | +516,931+54.5% | Added |
| Franklin Resources Inc | 1,595,919 | $81.6M | 0.03% | −104,585−6.2% | Reduced |
| Jennison Associates LLC | 2,134,841 | $109.2M | 0.08% | −143,005−6.3% | Reduced |
| Bank of New York Mellon Corp | 2,470,942 | $126.3M | 0.02% | +27,327+1.1% | Added |
| Legal & General Group Plc | 2,625,664 | $134.3M | 0.04% | +100,504+4.0% | Added |
| Geode Capital Management, LLC | 3,047,644 | $155.6M | 0.02% | +88,421+3.0% | Added |
| Northern Trust Corp | 3,127,496 | $159.9M | 0.03% | +179,246+6.1% | Added |
| Invesco Ltd. | 3,600,859 | $184.1M | 0.05% | −137,018−3.7% | Reduced |
| Amundi | 4,170,848 | $214.5M | 0.15% | +3,214,309+336.0% | Added |
| Norges Bank | 4,229,120 | $216.2M | 0.05% | +547,061+14.9% | Added |
| Impax Asset Management Group plc | 5,024,265 | $256.9M | 1.06% | −530,229−9.5% | Reduced |
| Pictet Asset Management SA | 5,896,157 | $301.5M | 0.34% | +464,464+8.6% | Added |
| State Street Corp | 13,218,964 | $675.9M | 0.03% | +449,065+3.5% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $1.11B | 1.49% | 00.0% | Unchanged |
| Vanguard Group Inc | 24,683,039 | $1.26B | 0.03% | +229,596+0.9% | Added |
| BlackRock Inc. | 26,757,495 | $1.37B | 0.04% | +52,406+0.2% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,072,326−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −580,390−100.0% | Sold out |
| Coann Capital LLC | 0 | $0 | 0.00% | −171,374−100.0% | Sold out |
| Redpoint Investment Management Pty Ltd | 0 | $0 | 0.00% | −65,605−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −41,163−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −35,097−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −29,700−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −29,495−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −23,246−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −20,457−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −15,759−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −14,947−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −11,721−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,059−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −10,418−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −8,080−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −7,413−100.0% | Sold out |
| Affiance Financial, LLC | 0 | $0 | 0.00% | −7,252−100.0% | Sold out |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −7,182−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −6,820−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −6,003−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −5,422−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,415−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −5,355−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −15,301−100.0% | Sold out |
| Pegasus Partners Ltd. | 0 | $0 | 0.00% | −5,178−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −4,883−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −4,857−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −4,460−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,228−100.0% | Sold out |
| Madden Securities Corp | 0 | $0 | 0.00% | −4,167−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −4,149−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −4,149−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −4,015−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −3,924−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −3,849−100.0% | Sold out |
| Park National Corp | 0 | $0 | 0.00% | −3,822−100.0% | Sold out |
| Gratus Capital LLC | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −3,469−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −3,196−100.0% | Sold out |
| Stonebridge Financial Planning Group, LLC | 0 | $0 | 0.00% | −3,573−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −3,026−100.0% | Sold out |
| Fulcrum Asset Management LLP | 0 | $0 | 0.00% | – | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,779−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −2,511−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −2,328−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,197−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −2,023−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −1,363−100.0% | Sold out |
| Masso Torrence Wealth Management Inc. | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |