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, Q2 2022
Institutional positions in Essential Utilities, Inc. as of Jun 30, 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
- 636
- +7 vs. Q1 2022
- Shares held
- 186.7M
- +7.02M (+3.9%) vs. Q1 2022
- Total value
- $8.55B
- −$574.3M (−6.3%) vs. Q1 2022
- New holders
- 68
- 220 more added
- Sold out
- 61
- 191 more reduced
13 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 27,091,042 | $1.24B | 0.04% | +333,547+1.2% | Added |
| Vanguard Group Inc | 25,690,653 | $1.18B | 0.03% | +1,007,614+4.1% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $993.2M | 1.65% | 00.0% | Unchanged |
| State Street Corp | 13,145,964 | $602.7M | 0.04% | −73,000−0.6% | Reduced |
| Pictet Asset Management SA | 5,789,236 | $265.5M | 0.37% | −106,921−1.8% | Reduced |
| Amundi | 4,863,108 | $223.7M | 0.18% | +692,260+16.6% | Added |
| Impax Asset Management Group plc | 4,685,488 | $214.8M | 1.05% | −338,777−6.7% | Reduced |
| Norges Bank | 4,617,072 | $211.7M | 0.05% | +387,952+9.2% | Added |
| Invesco Ltd. | 3,727,426 | $170.9M | 0.05% | +126,567+3.5% | Added |
| Northern Trust Corp | 3,269,425 | $149.9M | 0.03% | +141,929+4.5% | Added |
| Geode Capital Management, LLC | 3,024,669 | $138.5M | 0.02% | −22,975−0.8% | Reduced |
| Legal & General Group Plc | 2,699,357 | $123.8M | 0.04% | +73,693+2.8% | Added |
| Bank of New York Mellon Corp | 2,596,052 | $119.0M | 0.03% | +125,110+5.1% | Added |
| Millennium Management LLC | 2,438,189 | $111.8M | 0.15% | +972,618+66.4% | Added |
| Franklin Resources Inc | 2,248,121 | $103.1M | 0.05% | +652,202+40.9% | Added |
| Morgan Stanley | 1,698,591 | $77.9M | 0.01% | +797,552+88.5% | Added |
| Charles Schwab Investment Management Inc | 1,515,203 | $69.5M | 0.02% | +58,252+4.0% | Added |
| Kames Capital plc | 1,472,661 | $67.5M | 1.27% | +714,060+94.1% | Added |
| Goldman Sachs Group Inc | 1,401,510 | $64.3M | 0.02% | +291,869+26.3% | Added |
| Tandem Investment Advisors, Inc. | 1,369,989 | $62.8M | 3.70% | +239,450+21.2% | Added |
| Duff & Phelps Investment Management Co | 1,351,560 | $62.0M | 0.77% | +102,050+8.2% | Added |
| UBS Asset Management Americas Inc | 1,326,398 | $60.8M | 0.03% | −47,453−3.5% | Reduced |
| Macquarie Group Ltd | 1,627,977 | $57.2M | 0.06% | +623,676+62.1% | Added |
| Principal Financial Group Inc | 1,244,927 | $57.1M | 0.04% | −32,558−2.5% | Reduced |
| First Trust Advisors LP | 1,206,130 | $55.3M | 0.07% | −54,016−4.3% | Reduced |
| Dimensional Fund Advisors LP | 1,183,959 | $54.3M | 0.02% | −2,383−0.2% | Reduced |
| Brookfield Asset Management Inc. | 1,183,850 | $54.3M | 0.23% | +58,723+5.2% | Added |
| Bank of Montreal | 1,128,439 | $51.9M | 0.04% | +171,733+18.0% | Added |
| Jennison Associates LLC | 1,113,074 | $51.0M | 0.05% | −1,021,767−47.9% | Reduced |
| Cohen & Steers, Inc. | 1,102,993 | $50.6M | 0.10% | +12,151+1.1% | Added |
| Personal Capital Advisors Corp | 1,068,267 | $49.0M | 0.26% | +31,152+3.0% | Added |
| Swiss National Bank | 1,039,986 | $47.7M | 0.03% | 00.0% | Unchanged |
| Great West Life Assurance Co | 944,668 | $43.3M | 0.11% | +1,103+0.1% | Added |
| Electron Capital Partners, LLC | 933,262 | $42.8M | 2.39% | −97,539−9.5% | Reduced |
| Nuveen Asset Management, LLC | 877,034 | $40.2M | 0.02% | +153,022+21.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 862,804 | $39.6M | 0.23% | +283,810+49.0% | Added |
| Deutsche Bank AG | 750,350 | $34.4M | 0.02% | +103,132+15.9% | Added |
| Cbre Clarion Securities LLC | 735,683 | $33.7M | 0.53% | +735,683 | New |
| New York State Common Retirement Fund | 678,052 | $31.1M | 0.04% | −47,795−6.6% | Reduced |
| Rhumbline Advisers | 666,632 | $30.6M | 0.04% | +58,373+9.6% | Added |
| Bank of America Corp | 658,774 | $30.2M | 0.00% | −38,230−5.5% | Reduced |
| AQR Capital Management LLC | 647,825 | $29.5M | 0.07% | −26,764−4.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 632,580 | $29.0M | 0.02% | +37,769+6.3% | Added |
| FMR LLC | 616,911 | $28.3M | 0.00% | +329,352+114.5% | Added |
| Allianz Asset Management GmbH | 561,970 | $25.8M | 0.03% | +37,262+7.1% | Added |
| JPMorgan Chase & Co | 512,444 | $23.5M | 0.00% | −32,557−6.0% | Reduced |
| Gabelli Funds LLC | 508,050 | $23.3M | 0.18% | −4,650−0.9% | Reduced |
| ProShare Advisors LLC | 498,875 | $22.9M | 0.08% | +10,331+2.1% | Added |
| Zimmer Partners, LP | 483,326 | $22.2M | 0.47% | −429,396−47.0% | Reduced |
| Point72 Asset Management, L.P. | 471,857 | $21.6M | 0.10% | −9,200−1.9% | Reduced |
| California State Teachers Retirement System | 464,932 | $21.3M | 0.03% | −18,392−3.8% | Reduced |
| Public Employees Retirement Association of Colorado | 444,404 | $20.4M | 0.11% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 435,023 | $19.9M | 0.01% | −27,780−6.0% | Reduced |
| California Public Employees Retirement System | 419,464 | $19.2M | 0.02% | −21,448−4.9% | Reduced |
| Prudential Financial Inc | 408,902 | $18.7M | 0.03% | +386,073+1,691.2% | Added |
| American International Group, Inc. | 380,418 | $17.4M | 0.12% | −9,210−2.4% | Reduced |
| Wells Fargo & Company | 367,385 | $16.8M | 0.01% | −10,697−2.8% | Reduced |
| Victory Capital Management Inc | 349,987 | $16.0M | 0.02% | −6,451−1.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 348,861 | $16.0M | 0.17% | +6,859+2.0% | Added |
| Ameriprise Financial Inc | 348,356 | $16.0M | 0.01% | −9,659−2.7% | Reduced |
| Retirement Systems of Alabama | 347,405 | $15.9M | 0.07% | +1,524+0.4% | Added |
| Price T Rowe Associates Inc | 343,704 | $15.8M | 0.00% | −10,759−3.0% | Reduced |
| Aviva PLC | 328,974 | $15.1M | 0.08% | +213,446+184.8% | Added |
| Eaton Vance Management | 318,144 | $14.6M | 0.02% | −23,907−7.0% | Reduced |
| Nuance Investments, LLC | 315,381 | $14.5M | 0.29% | −128,139−28.9% | Reduced |
| APG Asset Management N.V. | 324,839 | $14.2M | 0.03% | −85,325−20.8% | Reduced |
| Credit Suisse AG | 300,945 | $13.8M | 0.01% | +8,146+2.8% | Added |
| Royal Bank of Canada | 297,531 | $13.6M | 0.00% | −4,485−1.5% | Reduced |
| UBS Group AG | 293,945 | $13.5M | 0.01% | −47,400−13.9% | Reduced |
| New York State Teachers Retirement System | 293,391 | $13.5M | 0.03% | +500+0.2% | Added |
| Gradient Investments LLC | 290,303 | $13.3M | 0.39% | +9,398+3.3% | Added |
| State Board of Administration of Florida Retirement System | 284,965 | $13.1M | 0.03% | −7,700−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 279,440 | $12.8M | 0.03% | +739+0.3% | Added |
| First Manhattan Co | 255,025 | $11.7M | 0.05% | −5,404−2.1% | Reduced |
| Raymond James & Associates | 254,127 | $11.7M | 0.01% | −4,464−1.7% | Reduced |
| Beck Bode, LLC | 251,209 | $11.5M | 2.45% | +251,209 | New |
| DekaBank Deutsche Girozentrale | 250,740 | $11.1M | 0.03% | +93,854+59.8% | Added |
| Man Group plc | – | $10.9M | 0.05% | – | – |
| Renaissance Technologies LLC | 235,617 | $10.8M | 0.01% | +163,917+228.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 221,334 | $10.1M | 0.04% | −2,031−0.9% | Reduced |
| Natixis | 208,905 | $9.52M | 0.03% | +82,207+64.9% | Added |
| Cambridge Trust Co | 206,436 | $9.46M | 0.41% | −8,910−4.1% | Reduced |
| Hennessy Advisors Inc | 205,400 | $9.42M | 0.56% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 202,286 | $9.28M | 0.01% | +1,478+0.7% | Added |
| Cambiar Investors LLC | 200,257 | $9.18M | 0.41% | −157−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 198,517 | $9.10M | 0.01% | −28,497−12.6% | Reduced |
| Covea Finance | 197,507 | $9.06M | 1.27% | +152,507+338.9% | Added |
| Magellan Asset Management Ltd | 196,111 | $8.99M | 0.05% | −12,246−5.9% | Reduced |
| Mutual of America Capital Management LLC | 192,505 | $8.83M | 0.11% | −17,216−8.2% | Reduced |
| Public Employees Retirement System of Ohio | 186,018 | $8.53M | 0.04% | −28,133−13.1% | Reduced |
| Wellington Management Group LLP | 178,488 | $8.18M | 0.00% | +55,293+44.9% | Added |
| ExodusPoint Capital Management, LP | 174,318 | $7.99M | 0.11% | +169,426+3,463.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 171,966 | $7.88M | 1.03% | −4,897−2.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 169,828 | $7.79M | 0.02% | +24,885+17.2% | Added |
| State of Wisconsin Investment Board | 168,357 | $7.72M | 0.02% | −10,583−5.9% | Reduced |
| Texas Permanent School Fund | 166,414 | $7.63M | 0.12% | +3,357+2.1% | Added |
| Amalgamated Bank | 166,326 | $7.63M | 0.07% | +6,567+4.1% | Added |
| Tortoise Capital Advisors, L.L.C. | 164,528 | $7.54M | 0.12% | +129,032+363.5% | Added |
| Stifel Financial Corp | 164,295 | $7.53M | 0.01% | +76,582+87.3% | Added |
| Janney Montgomery Scott LLC | 158,568 | $7.23M | 0.03% | +5,264+3.4% | Added |