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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 40,116 | $2.05M | 0.08% | −125−0.3% | Reduced |
| Haverford Trust Co | 40,097 | $2.05M | 0.02% | +170+0.4% | Added |
| Candriam Luxembourg S.C.A. | 39,357 | $2.01M | 0.01% | +7,836+24.9% | Added |
| Janus Henderson Group PLC | 38,806 | $1.98M | 0.00% | +6,920+21.7% | Added |
| Ledyard National Bank | 38,707 | $1.98M | 0.20% | −500−1.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 38,199 | $1.95M | 0.04% | +72+0.2% | Added |
| Envestnet Asset Management Inc | 38,002 | $1.94M | 0.00% | −525−1.4% | Reduced |
| Natixis Advisors, L.P. | 37,787 | $1.93M | 0.01% | +16,871+80.7% | Added |
| British Columbia Investment Management Corp | 37,078 | $1.90M | 0.01% | −3,919−9.6% | Reduced |
| Modera Wealth Management, LLC | 36,866 | $1.89M | 0.08% | −2,393−6.1% | Reduced |
| Glenmede Trust Co NA | 36,749 | $1.88M | 0.01% | +99+0.3% | Added |
| STRS Ohio | 36,529 | $1.87M | 0.01% | +2,121+6.2% | Added |
| Robeco Institutional Asset Management B.V. | 35,509 | $1.82M | 0.00% | +25,890+269.2% | Added |
| Tortoise Capital Advisors, L.L.C. | 35,496 | $1.81M | 0.02% | +295+0.8% | Added |
| Umb Bank N A | 34,282 | $1.75M | 0.02% | −1,089−3.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 33,749 | $1.73M | 0.49% | +110.0% | Added |
| Cetera Advisor Networks LLC | 32,485 | $1.66M | 0.02% | −351−1.1% | Reduced |
| State of Alaska, Department of Revenue | 32,358 | $1.65M | 0.02% | −925−2.8% | Reduced |
| Rockefeller Capital Management L.P. | 31,989 | $1.63M | 0.01% | +3,923+14.0% | Added |
| Wealthcare Advisory Partners LLC | 31,676 | $1.62M | 0.10% | +5,602+21.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 31,586 | $1.61M | 0.99% | +100+0.3% | Added |
| Seeyond | 31,399 | $1.60M | 0.16% | −936−2.9% | Reduced |
| Bridgewater Advisors Inc. | 31,380 | $1.60M | 0.39% | +1,935+6.6% | Added |
| Bridgewater Associates, LP | 30,924 | $1.58M | 0.01% | +15,817+104.7% | Added |
| D.A. Davidson & Co. | 30,603 | $1.56M | 0.02% | −1,473−4.6% | Reduced |
| Daiwa Securities Group Inc. | 30,563 | $1.56M | 0.01% | +10,900+55.4% | Added |
| Teachers Retirement System of the State of Kentucky | 30,016 | $1.53M | 0.01% | −2,200−6.8% | Reduced |
| ELCO Management Co., LLC | 29,767 | $1.52M | 1.04% | −5,074−14.6% | Reduced |
| Jmac Enterprises LLC | 28,839 | $1.48M | 0.35% | +128+0.4% | Added |
| Continuum Advisory, LLC | 32,752 | $1.47M | 0.28% | 00.0% | Unchanged |
| Truist Financial Corp | 27,992 | $1.43M | 0.00% | −43,623−60.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 27,627 | $1.41M | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 27,631 | $1.41M | 0.12% | +27,631 | New |
| CoreCommodity Management, LLC | 27,321 | $1.40M | 0.31% | −249−0.9% | Reduced |
| Virginia Retirement Systems Et Al | 27,300 | $1.40M | 0.01% | +27,300 | New |
| Nissay Asset Management Corp | 27,277 | $1.40M | 0.01% | +1,270+4.9% | Added |
| First Business Financial Services, Inc. | 26,733 | $1.37M | 0.15% | +820+3.2% | Added |
| Blackhill Capital Inc | 26,041 | $1.33M | 0.13% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 25,890 | $1.32M | 0.01% | −6,166−19.2% | Reduced |
| Xponance, Inc. | 25,458 | $1.30M | 0.02% | −324−1.3% | Reduced |
| Prudential PLC | 24,836 | $1.27M | 0.02% | +5,615+29.2% | Added |
| Cubist Systematic Strategies, LLC | 24,749 | $1.26M | 0.01% | −19,121−43.6% | Reduced |
| Neuberger Berman Group LLC | 24,672 | $1.26M | 0.00% | +4,278+21.0% | Added |
| AE Wealth Management LLC | 24,371 | $1.25M | 0.01% | +1,129+4.9% | Added |
| Rothschild Investment Corp | 23,555 | $1.20M | 0.09% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 23,514 | $1.20M | 0.17% | +1,875+8.7% | Added |
| Rodgers Brothers Inc. | 23,288 | $1.19M | 0.21% | −1,125−4.6% | Reduced |
| Csenge Advisory Group | 23,295 | $1.19M | 0.09% | +16,310+233.5% | Added |
| Arkadios Wealth Advisors | 23,273 | $1.19M | 0.16% | −2,342−9.1% | Reduced |
| Whittier Trust Co | 23,133 | $1.18M | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 23,111 | $1.18M | 0.18% | −371−1.6% | Reduced |
| Prudential Financial Inc | 22,829 | $1.17M | 0.00% | −489−2.1% | Reduced |
| Financial Architects, Inc | 22,692 | $1.16M | 0.17% | −1,812−7.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,577 | $1.15M | 0.02% | −3,710−14.1% | Reduced |
| Virtue Capital Management, LLC | 22,354 | $1.14M | 0.18% | −3,609−13.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 22,300 | $1.14M | 0.01% | +22,300 | New |
| US Bancorp | 22,242 | $1.14M | 0.00% | −1,388−5.9% | Reduced |
| Liberty One Investment Management, LLC | 22,189 | $1.14M | 0.17% | −713−3.1% | Reduced |
| Kennedy Capital Management, Inc. | 21,862 | $1.12M | 0.03% | +5,911+37.1% | Added |
| Crossmark Global Holdings, Inc. | 21,823 | $1.12M | 0.02% | +430+2.0% | Added |
| Squarepoint Ops LLC | 21,661 | $1.11M | 0.01% | +21,661 | New |
| Blue Bell Private Wealth Management, LLC | 21,600 | $1.10M | 0.31% | +17,890+482.2% | Added |
| TD Asset Management Inc | 21,545 | $1.10M | 0.00% | +200+0.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 21,530 | $1.10M | 0.25% | +10,072+87.9% | Added |
| Cetera Investment Advisers | 21,286 | $1.09M | 0.02% | −1,086−4.9% | Reduced |
| Ingalls & Snyder LLC | 21,144 | $1.08M | 0.05% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 20,895 | $1.07M | 0.53% | +20.0% | Added |
| USS Investment Management Ltd | 20,800 | $1.06M | 0.01% | −30,660−59.6% | Reduced |
| Pathstone Family Office, LLC | 17,535 | $1.06M | 0.02% | +872+5.2% | Added |
| Securian Asset Management, Inc | 20,637 | $1.05M | 0.02% | +38+0.2% | Added |
| Hoylecohen, LLC | 20,360 | $1.04M | 0.09% | −725−3.4% | Reduced |
| First Hawaiian Bank | 20,320 | $1.04M | 0.03% | +3,205+18.7% | Added |
| Glen Eagle Advisors, LLC | 20,299 | $1.04M | 0.27% | +160+0.8% | Added |
| Tower Bridge Advisors | 19,748 | $1.01M | 0.07% | −348−1.7% | Reduced |
| Profund Advisors LLC | 19,717 | $1.01M | 0.04% | +1,203+6.5% | Added |
| KBC Group NV | 19,550 | $1.00M | 0.00% | −1,009,039−98.1% | Reduced |
| Miller Howard Investments Inc | 19,302 | $987.0K | 0.03% | −733−3.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 19,145 | $979.0K | 0.14% | 00.0% | Unchanged |
| Shell Asset Management Co | 19,034 | $973.0K | 0.02% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 18,884 | $966.0K | 0.03% | +1,529+8.8% | Added |
| Standard Life Aberdeen plc | 18,564 | $963.0K | 0.00% | −413−2.2% | Reduced |
| Community Bank, N.A. | 18,627 | $952.0K | 0.12% | +5,398+40.8% | Added |
| Key Financial Inc | 18,422 | $942.0K | 0.47% | +4,103+28.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,383 | $940.0K | 0.00% | +3,573+24.1% | Added |
| Taylor Hoffman Wealth Management | 17,695 | $905.0K | 0.36% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 17,108 | $900.0K | 0.50% | +118+0.7% | Added |
| Westpac Banking Corp | 17,600 | $899.9K | 0.01% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 17,463 | $893.0K | 0.59% | 00.0% | Unchanged |
| Fiduciary Trust Co | 17,361 | $888.0K | 0.02% | −2,500−12.6% | Reduced |
| Huntington National Bank | 17,320 | $886.0K | 0.01% | +5,263+43.7% | Added |
| Smithfield Trust Co | 17,269 | $883.0K | 0.06% | −632−3.5% | Reduced |
| Maryland State Retirement & Pension System | 17,068 | $873.0K | 0.02% | 00.0% | Unchanged |
| Cordasco Financial Network | 16,853 | $862.0K | 0.56% | 00.0% | Unchanged |
| Sonen Capital LLC | 16,752 | $857.0K | 1.04% | +1,750+11.7% | Added |
| Allspring Global Investments Holdings, LLC | 16,737 | $855.0K | 0.00% | −2,161−11.4% | Reduced |
| Philadelphia Trust Co | 16,245 | $831.0K | 0.07% | +50+0.3% | Added |
| O'Brien Greene & Co. Inc | 16,214 | $829.0K | 0.27% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 15,730 | $804.0K | 0.03% | +7,471+90.5% | Added |
| JustInvest LLC | 15,497 | $792.0K | 0.04% | −487−3.0% | Reduced |
| Clean Yield Group | 15,326 | $784.0K | 0.28% | −400−2.5% | Reduced |