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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 148,756 | $7.61M | 0.05% | +37,297+33.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 144,943 | $7.41M | 0.02% | +16,309+12.7% | Added |
| Massachusetts Financial Services Co | 141,198 | $7.22M | 0.00% | −49,961−26.1% | Reduced |
| Private Advisor Group, LLC | 139,832 | $7.15M | 0.05% | +16,439+13.3% | Added |
| HM Payson & Co | 135,229 | $6.91M | 0.16% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 132,500 | $6.78M | 0.01% | −2,845−2.1% | Reduced |
| Susquehanna International Group, LLP | 130,063 | $6.65M | 0.01% | +130,063 | New |
| First National Bank & Trust Co of Newtown | 128,387 | $6.56M | 1.33% | −482−0.4% | Reduced |
| First National Corp | 126,902 | $6.49M | 1.38% | −13,158−9.4% | Reduced |
| Natixis | 126,698 | $6.48M | 0.02% | +126,698 | New |
| State of New Jersey Common Pension Fund D | 123,705 | $6.33M | 0.02% | +3,513+2.9% | Added |
| Wellington Management Group LLP | 123,195 | $6.30M | 0.00% | +123,195 | New |
| Yousif Capital Management, LLC | 122,801 | $6.28M | 0.07% | +250+0.2% | Added |
| Citigroup Inc | 122,653 | $6.27M | 0.01% | +29,559+31.8% | Added |
| Farmers Trust Co | 116,921 | $5.98M | 1.28% | +2,083+1.8% | Added |
| Barclays PLC | 115,759 | $5.92M | 0.00% | +115,759 | New |
| Aviva PLC | 115,528 | $5.91M | 0.03% | +115,528 | New |
| Boenning & Scattergood, Inc. | 115,467 | $5.90M | 0.95% | −3,203−2.7% | Reduced |
| SEI Investments Co | 110,295 | $5.64M | 0.01% | −47,583−30.1% | Reduced |
| Ameritas Investment Partners, Inc. | 107,894 | $5.51M | 0.20% | +26,366+32.3% | Added |
| Asset Management One Co.,Ltd. | 107,339 | $5.49M | 0.02% | +137+0.1% | Added |
| Brown Advisory Inc | 106,133 | $5.43M | 0.01% | +9,745+10.1% | Added |
| Comerica Bank | 107,142 | $5.34M | 0.04% | −500.0% | Reduced |
| Silver Lake Advisory, LLC | 102,057 | $5.22M | 2.48% | +20,292+24.8% | Added |
| AdvisorNet Financial, Inc | 100,178 | $5.12M | 0.32% | 00.0% | Unchanged |
| NewSquare Capital LLC | 99,704 | $5.10M | 0.54% | +91,894+1,176.6% | Added |
| Vontobel Holding Ltd. | 95,400 | $4.96M | 0.04% | −14,934−13.5% | Reduced |
| Cutter & CO Brokerage, Inc. | 95,962 | $4.91M | 1.46% | −2,163−2.2% | Reduced |
| BLB&B Advisors, LLC | 95,895 | $4.90M | 0.33% | −1,574−1.6% | Reduced |
| Jane Street Group, LLC | 94,873 | $4.85M | 0.01% | +72,103+316.7% | Added |
| SG Americas Securities, LLC | 93,026 | $4.76M | 0.04% | +77,796+510.8% | Added |
| LPL Financial LLC | 92,718 | $4.74M | 0.00% | −1,334−1.4% | Reduced |
| Guggenheim Capital LLC | 90,900 | $4.65M | 0.03% | +25,407+38.8% | Added |
| Treasurer of the State of North Carolina | 88,087 | $4.50M | 0.02% | +1,360+1.6% | Added |
| Stifel Financial Corp | 87,713 | $4.49M | 0.01% | +2,872+3.4% | Added |
| Clear Harbor Asset Management, LLC | 87,345 | $4.47M | 0.51% | +449+0.5% | Added |
| Advisor Group Holdings, Inc. | 92,405 | $4.23M | 0.01% | +2,544+2.8% | Added |
| South Dakota Investment Council | 79,995 | $4.09M | 0.08% | −14,300−15.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 78,951 | $4.04M | 0.02% | +5,224+7.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 77,465 | $3.96M | 0.01% | −3,137−3.9% | Reduced |
| Employees Retirement System of Texas | 76,875 | $3.93M | 0.05% | 00.0% | Unchanged |
| M&T Bank Corp | 75,061 | $3.84M | 0.02% | −6,009−7.4% | Reduced |
| Benedict Financial Advisors Inc | 74,665 | $3.82M | 1.02% | +140+0.2% | Added |
| Teacher Retirement System of Texas | 74,339 | $3.80M | 0.02% | −35,386−32.2% | Reduced |
| Oregon Public Employees Retirement Fund | 73,422 | $3.75M | 0.04% | +672+0.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 73,000 | $3.73M | 0.05% | +42,000+135.5% | Added |
| Hamilton Point Investment Advisors, LLC | 71,972 | $3.68M | 0.95% | +562+0.8% | Added |
| Renaissance Technologies LLC | 71,700 | $3.67M | 0.00% | +48,000+202.5% | Added |
| Swedbank AB | 70,849 | $3.62M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 68,487 | $3.50M | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 68,055 | $3.48M | 0.07% | −525−0.8% | Reduced |
| Texas Yale Capital Corp. | 67,546 | $3.45M | 0.19% | 00.0% | Unchanged |
| Arizona State Retirement System | 66,835 | $3.42M | 0.03% | +3,270+5.1% | Added |
| Storebrand Asset Management AS | 65,731 | $3.36M | 0.02% | −127,312−66.0% | Reduced |
| Radnor Capital Management, LLC | 65,561 | $3.35M | 0.84% | −8,541−11.5% | Reduced |
| IFM Investors Pty Ltd | 65,292 | $3.34M | 0.05% | +34,168+109.8% | Added |
| Thrivent Financial for Lutherans | 65,107 | $3.33M | 0.01% | −8,670−11.8% | Reduced |
| Legacy Advisors, LLC | 64,843 | $3.31M | 0.64% | +131+0.2% | Added |
| Stephens Inc | 62,122 | $3.18M | 0.05% | −830−1.3% | Reduced |
| Korea Investment CORP | 59,200 | $3.03M | 0.01% | +14,200+31.6% | Added |
| Louisiana State Employees Retirement System | 60,200 | $3.00M | 0.07% | +1,100+1.9% | Added |
| State of Michigan Retirement System | 58,371 | $2.98M | 0.02% | +78+0.1% | Added |
| Panagora Asset Management Inc | 57,960 | $2.96M | 0.02% | +7,231+14.3% | Added |
| Addison Capital Co | 57,402 | $2.94M | 1.40% | +76+0.1% | Added |
| YHB Investment Advisors, Inc. | 57,026 | $2.92M | 0.26% | −1,020−1.8% | Reduced |
| Arcadia Investment Management Corp | 56,420 | $2.88M | 0.55% | −1,155−2.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54,887 | $2.81M | 0.01% | −628−1.1% | Reduced |
| Holocene Advisors, LP | 54,766 | $2.80M | 0.01% | +19,437+55.0% | Added |
| HighTower Advisors, LLC | 54,690 | $2.79M | 0.01% | −1,524−2.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 54,248 | $2.77M | 0.05% | −1,644−2.9% | Reduced |
| HSBC Holdings PLC | 53,246 | $2.73M | 0.00% | −23,605−30.7% | Reduced |
| Jacobi Capital Management LLC | 52,103 | $2.66M | 0.32% | +464+0.9% | Added |
| Toronto Dominion Bank | 51,420 | $2.63M | 0.00% | +5,385+11.7% | Added |
| First American Bank | 51,218 | $2.62M | 0.22% | +501+1.0% | Added |
| Vident Investment Advisory, LLC | 49,720 | $2.54M | 0.07% | −3,314−6.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 49,597 | $2.54M | 0.48% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 49,294 | $2.52M | 0.20% | −30,506−38.2% | Reduced |
| Tortoise Index Solutions, LLC | 48,941 | $2.50M | 0.45% | −3,270−6.3% | Reduced |
| Costello Asset Management, INC | 48,896 | $2.50M | 1.72% | +31,180+176.0% | Added |
| Nomura Asset Management Co Ltd | 48,390 | $2.47M | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 48,375 | $2.47M | 0.02% | −1,500−3.0% | Reduced |
| DnB Asset Management AS | 48,050 | $2.46M | 0.01% | −2,953−5.8% | Reduced |
| Coastline Trust Co | 47,681 | $2.44M | 0.30% | +460+1.0% | Added |
| Baird Financial Group, Inc. | 46,989 | $2.40M | 0.01% | +1,294+2.8% | Added |
| Van Eck Associates Corp | 46,743 | $2.39M | 0.00% | +4,085+9.6% | Added |
| New Mexico Educational Retirement Board | 46,300 | $2.37M | 0.09% | 00.0% | Unchanged |
| TFG Advisers LLC | 45,296 | $2.32M | 1.06% | −594−1.3% | Reduced |
| Trillium Asset Management, LLC | 45,077 | $2.30M | 0.06% | −3,072−6.4% | Reduced |
| Covea Finance | 45,000 | $2.30M | 0.25% | 00.0% | Unchanged |
| Creative Planning | 44,309 | $2.27M | 0.00% | +5,536+14.3% | Added |
| Man Group plc | 44,156 | $2.26M | 0.01% | +21,065+91.2% | Added |
| First Personal Financial Services | 42,669 | $2.18M | 0.51% | +4,409+11.5% | Added |
| Gulf International Bank (UK) Ltd | 42,045 | $2.15M | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 41,854 | $2.14M | 0.06% | +41,854 | New |
| Pendal Group Limited | 41,825 | $2.14M | 0.02% | +9,331+28.7% | Added |
| Federated Hermes, Inc. | 41,290 | $2.11M | 0.00% | +1,155+2.9% | Added |
| Allstate Corp | 41,255 | $2.11M | 0.06% | +41,255 | New |
| Utah Retirement Systems | 41,098 | $2.10M | 0.03% | −700−1.7% | Reduced |
| Voya Investment Management LLC | 41,033 | $2.10M | 0.00% | +1,240+3.1% | Added |
| Handelsbanken Fonder AB | 40,267 | $2.06M | 0.01% | 00.0% | Unchanged |