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 |
|---|---|---|---|---|---|
| Pathstone Family Office, LLC | 11,992 | $550.3K | 0.01% | −5,543−31.6% | Reduced |
| Huntington National Bank | 12,253 | $563.0K | 0.01% | −5,067−29.3% | Reduced |
| Engineers Gate Manager LP | 12,281 | $563.0K | 0.02% | +12,281 | New |
| Institute for Wealth Management, LLC. | 12,340 | $566.0K | 0.11% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 12,670 | $581.0K | 0.01% | +12,670 | New |
| Arrowstreet Capital, Limited Partnership | 12,707 | $583.0K | 0.00% | +12,707 | New |
| Boothbay Fund Management, LLC | 12,755 | $585.0K | 0.02% | −2,975−18.9% | Reduced |
| Illinois Municipal Retirement Fund | 12,828 | $588.0K | 0.01% | +6,985+119.5% | Added |
| Alps Advisors Inc | 12,942 | $593.0K | 0.01% | +12,942 | New |
| Stock Yards Bank & Trust Co | 13,013 | $597.0K | 0.02% | +13,013 | New |
| SS&H Financial Advisors, Inc. | 13,074 | $599.0K | 0.28% | 00.0% | Unchanged |
| Inverness Counsel LLC | 13,135 | $602.0K | 0.03% | −15−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 13,193 | $605.0K | 0.02% | +13,193 | New |
| Spinnaker Trust | 13,384 | $614.0K | 0.05% | 00.0% | Unchanged |
| Verition Fund Management LLC | 13,500 | $619.0K | 0.01% | −144,221−91.4% | Reduced |
| Moors & Cabot, Inc. | 13,502 | $619.0K | 0.04% | +125+0.9% | Added |
| Vestcor Inc | 13,616 | $624.0K | 0.02% | +1,133+9.1% | Added |
| Manchester Capital Management LLC | 13,833 | $634.0K | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,877 | $637.0K | 0.01% | +590+4.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $642.0K | 0.37% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 13,591 | $645.0K | 0.48% | −3,517−20.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,361 | $658.0K | 0.07% | +14,361 | New |
| American Century Companies Inc | 14,395 | $660.0K | 0.00% | +2,621+22.3% | Added |
| Oppenheimer & Co Inc | 14,540 | $666.0K | 0.01% | −272−1.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,557 | $667.0K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 14,632 | $671.0K | 0.45% | −20.0% | Reduced |
| First Pacific Financial | 14,701 | $674.0K | 0.32% | +386+2.7% | Added |
| Intech Investment Management LLC | 14,706 | $674.0K | 0.00% | +14,706 | New |
| Belpointe Asset Management LLC | 14,750 | $676.0K | 0.05% | +14+0.1% | Added |
| United Capital Financial Advisers, LLC | 14,863 | $681.0K | 0.00% | +67+0.5% | Added |
| Trexquant Investment LP | 14,863 | $681.0K | 0.03% | +14,863 | New |
| Good Life Advisors, LLC | 14,888 | $683.0K | 0.10% | −9−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,995 | $688.0K | 0.03% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 15,250 | $699.0K | 0.26% | 00.0% | Unchanged |
| Clean Yield Group | 15,326 | $703.0K | 0.29% | 00.0% | Unchanged |
| JustInvest LLC | 15,740 | $722.0K | 0.03% | +243+1.6% | Added |
| Philadelphia Trust Co | 15,895 | $729.0K | 0.07% | −350−2.2% | Reduced |
| Rowland & Co Investment Counsel | 16,050 | $735.9K | 0.19% | +1,945+13.8% | Added |
| O'Brien Greene & Co. Inc | 16,214 | $743.0K | 0.28% | 00.0% | Unchanged |
| Sonen Capital LLC | 16,380 | $751.0K | 1.07% | −372−2.2% | Reduced |
| Tower Research Capital LLC (TRC) | 16,660 | $764.0K | 0.02% | +11,621+230.6% | Added |
| Cordasco Financial Network | 16,853 | $773.0K | 0.56% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 16,971 | $780.2K | 0.01% | +10,840+176.8% | Added |
| Maryland State Retirement & Pension System | 17,068 | $783.0K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 17,274 | $792.0K | 0.02% | +3,637+26.7% | Added |
| Smithfield Trust Co | 17,269 | $793.0K | 0.06% | 00.0% | Unchanged |
| Fiduciary Trust Co | 17,361 | $796.0K | 0.02% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 17,463 | $801.0K | 0.60% | 00.0% | Unchanged |
| Westpac Banking Corp | 17,600 | $807.0K | 0.01% | 00.0% | Unchanged |
| Moore Capital Management, LP | 17,688 | $811.0K | 0.02% | +17,688 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 17,700 | $812.0K | 0.00% | +17,700 | New |
| USS Investment Management Ltd | 17,763 | $814.0K | 0.01% | −3,037−14.6% | Reduced |
| Gotham Asset Management, LLC | 17,749 | $814.0K | 0.03% | +6,357+55.8% | Added |
| KBC Group NV | 18,232 | $836.0K | 0.00% | −1,318−6.7% | Reduced |
| Profund Advisors LLC | 18,289 | $839.0K | 0.05% | −1,428−7.2% | Reduced |
| Taylor Hoffman Wealth Management | 17,695 | $839.0K | 0.41% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,540 | $850.0K | 0.01% | −2,746−12.9% | Reduced |
| TD Asset Management Inc | 18,671 | $856.0K | 0.00% | −2,874−13.3% | Reduced |
| Colony Family Offices, LLC | 18,687 | $857.0K | 0.39% | +18,687 | New |
| Elo Mutual Pension Insurance Co | 18,884 | $866.0K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 19,034 | $873.0K | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 19,118 | $876.0K | 0.00% | +735+4.0% | Added |
| Penobscot Investment Management Company, Inc. | 19,145 | $878.0K | 0.15% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 19,398 | $889.0K | 0.03% | +96+0.5% | Added |
| Kestra Advisory Services, LLC | 19,464 | $892.0K | 0.01% | +4,301+28.4% | Added |
| Unigestion Holding SA | 19,478 | $893.0K | 0.05% | +7,039+56.6% | Added |
| Virtue Capital Management, LLC | 19,563 | $897.0K | 0.14% | −2,791−12.5% | Reduced |
| Hoylecohen, LLC | 19,560 | $897.0K | 0.09% | −800−3.9% | Reduced |
| Natixis Advisors, L.P. | 19,669 | $902.0K | 0.00% | −18,118−47.9% | Reduced |
| Tower Bridge Advisors | 19,748 | $905.4K | 0.07% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 19,803 | $908.0K | 0.02% | +19,803 | New |
| Standard Life Aberdeen plc | 19,947 | $911.0K | 0.00% | +1,383+7.4% | Added |
| Susquehanna International Group, LLP | 19,931 | $914.0K | 0.00% | −110,132−84.7% | Reduced |
| Neuberger Berman Group LLC | 20,223 | $927.0K | 0.00% | −4,449−18.0% | Reduced |
| First Hawaiian Bank | 20,320 | $932.0K | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 20,548 | $942.0K | 0.00% | −18,258−47.0% | Reduced |
| Walleye Capital LLC | 20,859 | $956.0K | 0.03% | −20,995−50.2% | Reduced |
| Bernardo Wealth Planning LLC | 20,895 | $958.0K | 0.55% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 20,990 | $962.0K | 0.02% | +353+1.7% | Added |
| Ingalls & Snyder LLC | 21,144 | $969.0K | 0.05% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 21,600 | $990.0K | 0.33% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 21,723 | $996.0K | 0.03% | −100−0.5% | Reduced |
| Kennedy Capital Management, Inc. | 21,816 | $1.00M | 0.03% | −46−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,283 | $1.02M | 0.02% | −294−1.3% | Reduced |
| Liberty One Investment Management, LLC | 22,357 | $1.02M | 0.17% | +168+0.8% | Added |
| Community Bank, N.A. | 22,402 | $1.03M | 0.15% | +3,775+20.3% | Added |
| CenterBook Partners LP | 22,610 | $1.04M | 0.22% | +16,149+249.9% | Added |
| Glen Eagle Advisors, LLC | 22,624 | $1.04M | 0.28% | +2,325+11.5% | Added |
| US Bancorp | 22,623 | $1.04M | 0.00% | +381+1.7% | Added |
| Arkadios Wealth Advisors | 22,711 | $1.04M | 0.16% | −562−2.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 22,910 | $1.05M | 0.14% | +1,380+6.4% | Added |
| Whittier Trust Co | 23,133 | $1.06M | 0.02% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 23,288 | $1.07M | 0.21% | 00.0% | Unchanged |
| Rothschild Investment Corp | 23,555 | $1.08M | 0.10% | 00.0% | Unchanged |
| Key Financial Inc | 22,831 | $1.08M | 0.59% | +4,409+23.9% | Added |
| Cozad Asset Management Inc | 24,232 | $1.11M | 0.17% | +718+3.1% | Added |
| Toth Financial Advisory Corp | 24,274 | $1.11M | 0.19% | +1,163+5.0% | Added |
| United Services Automobile Association | 24,603 | $1.13M | 0.03% | +24,603 | New |
| Prudential PLC | 25,253 | $1.16M | 0.02% | +417+1.7% | Added |
| Truist Financial Corp | 25,801 | $1.18M | 0.00% | −2,191−7.8% | Reduced |