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 |
|---|---|---|---|---|---|
| First Business Financial Services, Inc. | 26,024 | $1.19M | 0.16% | −709−2.7% | Reduced |
| Wealthcare Advisory Partners LLC | 26,038 | $1.19M | 0.07% | −5,638−17.8% | Reduced |
| Blackhill Capital Inc | 26,041 | $1.19M | 0.14% | 00.0% | Unchanged |
| Citadel Advisors LLC | 26,359 | $1.21M | 0.00% | +26,359 | New |
| Mariner, LLC | 26,581 | $1.22M | 0.01% | +11,927+81.4% | Added |
| Nissay Asset Management Corp | 26,771 | $1.23M | 0.01% | −506−1.9% | Reduced |
| Mercer Global Advisors Inc | 27,027 | $1.24M | 0.01% | +1,137+4.4% | Added |
| Xponance, Inc. | 27,648 | $1.27M | 0.03% | +2,190+8.6% | Added |
| British Columbia Investment Management Corp | 27,775 | $1.27M | 0.01% | −9,303−25.1% | Reduced |
| Americana Partners, LLC | 28,250 | $1.29M | 0.23% | +28,250 | New |
| AE Wealth Management LLC | 28,565 | $1.31M | 0.01% | +4,194+17.2% | Added |
| Jmac Enterprises LLC | 28,965 | $1.33M | 0.34% | +126+0.4% | Added |
| Carnegie Capital Asset Management, LLC | 29,190 | $1.34M | 0.06% | +1,563+5.7% | Added |
| Rockefeller Capital Management L.P. | 29,287 | $1.34M | 0.01% | −2,702−8.4% | Reduced |
| ELCO Management Co., LLC | 29,476 | $1.35M | 1.11% | −291−1.0% | Reduced |
| D.A. Davidson & Co. | 30,174 | $1.38M | 0.02% | −429−1.4% | Reduced |
| Daiwa Securities Group Inc. | 30,284 | $1.39M | 0.01% | −279−0.9% | Reduced |
| Seeyond | 30,782 | $1.41M | 0.16% | −617−2.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 31,086 | $1.43M | 1.02% | −500−1.6% | Reduced |
| Bridgewater Advisors Inc. | 31,369 | $1.44M | 0.30% | −110.0% | Reduced |
| STRS Ohio | 31,820 | $1.46M | 0.01% | −4,709−12.9% | Reduced |
| Continuum Advisory, LLC | 32,752 | $1.50M | 0.27% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 33,068 | $1.52M | 0.02% | +710+2.2% | Added |
| Cetera Advisor Networks LLC | 35,731 | $1.64M | 0.02% | +3,246+10.0% | Added |
| HSBC Holdings PLC | 35,913 | $1.65M | 0.00% | −17,333−32.6% | Reduced |
| New Mexico Educational Retirement Board | 36,200 | $1.66M | 0.08% | −10,100−21.8% | Reduced |
| Modera Wealth Management, LLC | 36,450 | $1.67M | 0.08% | −416−1.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 36,954 | $1.69M | 0.58% | +3,205+9.5% | Added |
| Umb Bank N A | 36,996 | $1.70M | 0.03% | +2,714+7.9% | Added |
| Haverford Trust Co | 37,580 | $1.72M | 0.02% | −2,517−6.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 37,988 | $1.74M | 0.01% | +2,479+7.0% | Added |
| Ledyard National Bank | 38,078 | $1.75M | 0.21% | −629−1.6% | Reduced |
| Marshall Wace, LLP | 38,274 | $1.75M | 0.00% | +38,274 | New |
| Northwestern Mutual Investment Management Company, LLC | 38,539 | $1.77M | 0.04% | +340+0.9% | Added |
| Candriam Luxembourg S.C.A. | 39,357 | $1.80M | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 40,116 | $1.84M | 0.08% | 00.0% | Unchanged |
| Quantbot Technologies LP | 40,342 | $1.85M | 0.17% | +12,711+46.0% | Added |
| Voya Investment Management LLC | 40,472 | $1.86M | 0.00% | −561−1.4% | Reduced |
| Utah Retirement Systems | 41,098 | $1.89M | 0.03% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 42,045 | $1.92M | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 42,128 | $1.93M | 0.00% | +4,126+10.9% | Added |
| Creative Planning | 42,602 | $1.95M | 0.00% | −1,707−3.9% | Reduced |
| First Personal Financial Services | 43,039 | $1.97M | 0.55% | +370+0.9% | Added |
| Glenmede Trust Co NA | 43,477 | $1.99M | 0.01% | +6,728+18.3% | Added |
| Bridgewater Associates, LP | 43,560 | $2.00M | 0.01% | +12,636+40.9% | Added |
| TFG Advisers LLC | 44,422 | $2.04M | 1.08% | −874−1.9% | Reduced |
| Tortoise Index Solutions, LLC | 45,598 | $2.09M | 0.39% | −3,343−6.8% | Reduced |
| Vident Investment Advisory, LLC | 45,946 | $2.11M | 0.06% | −3,774−7.6% | Reduced |
| Trillium Asset Management, LLC | 45,963 | $2.11M | 0.06% | +886+2.0% | Added |
| Sargent Bickham Lagudis LLC | 46,290 | $2.12M | 0.18% | −3,004−6.1% | Reduced |
| Holocene Advisors, LP | 46,498 | $2.13M | 0.01% | −8,268−15.1% | Reduced |
| Van Eck Associates Corp | 47,603 | $2.18M | 0.01% | +860+1.8% | Added |
| Coastline Trust Co | 48,106 | $2.21M | 0.33% | +425+0.9% | Added |
| Kistler-Tiffany Companies, LLC | 49,597 | $2.27M | 0.49% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 49,616 | $2.27M | 0.01% | +2,627+5.6% | Added |
| Pendal Group Limited | 50,761 | $2.33M | 0.02% | +8,936+21.4% | Added |
| Bessemer Group Inc | 52,340 | $2.40M | 0.01% | +48,915+1,428.2% | Added |
| Nomura Asset Management Co Ltd | 52,390 | $2.40M | 0.02% | +4,000+8.3% | Added |
| Cullen/Frost Bankers, Inc. | 52,504 | $2.41M | 0.05% | −1,744−3.2% | Reduced |
| Jacobi Capital Management LLC | 53,158 | $2.44M | 0.32% | +1,055+2.0% | Added |
| Toronto Dominion Bank | 53,578 | $2.46M | 0.00% | +2,158+4.2% | Added |
| Korea Investment CORP | 54,800 | $2.51M | 0.01% | −4,400−7.4% | Reduced |
| Addison Capital Co | 55,308 | $2.54M | 1.48% | −2,094−3.6% | Reduced |
| YHB Investment Advisors, Inc. | 56,119 | $2.57M | 0.27% | −907−1.6% | Reduced |
| Arcadia Investment Management Corp | 56,111 | $2.57M | 0.57% | −309−0.5% | Reduced |
| HighTower Advisors, LLC | 56,568 | $2.60M | 0.01% | +1,878+3.4% | Added |
| Panagora Asset Management Inc | 56,764 | $2.60M | 0.02% | −1,196−2.1% | Reduced |
| Andra AP-fonden | 57,200 | $2.62M | 0.08% | +57,200 | New |
| State of Michigan Retirement System | 58,571 | $2.69M | 0.02% | +200+0.3% | Added |
| Cubist Systematic Strategies, LLC | 59,345 | $2.72M | 0.02% | +34,596+139.8% | Added |
| Coston, McIsaac & Partners | 59,998 | $2.75M | 1.66% | +59,998 | New |
| Teacher Retirement System of Texas | 60,402 | $2.77M | 0.02% | −13,937−18.7% | Reduced |
| Nisa Investment Advisors, LLC | 60,575 | $2.78M | 0.02% | +12,200+25.2% | Added |
| Radnor Capital Management, LLC | 61,395 | $2.81M | 0.77% | −4,166−6.4% | Reduced |
| DnB Asset Management AS | 61,764 | $2.83M | 0.02% | +13,714+28.5% | Added |
| Louisiana State Employees Retirement System | 60,500 | $2.87M | 0.08% | +300+0.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 62,692 | $2.87M | 0.01% | +7,805+14.2% | Added |
| IFM Investors Pty Ltd | 63,826 | $2.93M | 0.05% | −1,466−2.2% | Reduced |
| Legacy Advisors, LLC | 65,165 | $2.99M | 0.63% | +322+0.5% | Added |
| Thrivent Financial for Lutherans | 65,412 | $3.00M | 0.01% | +305+0.5% | Added |
| Oregon Public Employees Retirement Fund | 66,946 | $3.07M | 0.05% | −6,476−8.8% | Reduced |
| Arizona State Retirement System | 67,012 | $3.07M | 0.03% | +177+0.3% | Added |
| Texas Yale Capital Corp. | 67,354 | $3.09M | 0.20% | −192−0.3% | Reduced |
| Banque Pictet & Cie SA | 68,879 | $3.16M | 0.03% | +62,649+1,005.6% | Added |
| SG Americas Securities, LLC | 69,758 | $3.20M | 0.04% | −23,268−25.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 70,100 | $3.21M | 0.03% | +47,800+214.3% | Added |
| Stephens Inc | 72,229 | $3.31M | 0.07% | +10,107+16.3% | Added |
| Hamilton Point Investment Advisors, LLC | 72,820 | $3.34M | 0.97% | +848+1.2% | Added |
| Benedict Financial Advisors Inc | 74,780 | $3.43M | 1.01% | +115+0.2% | Added |
| Federated Hermes, Inc. | 75,694 | $3.47M | 0.01% | +34,404+83.3% | Added |
| M&T Bank Corp | 76,806 | $3.48M | 0.02% | +1,745+2.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 76,149 | $3.49M | 0.01% | −1,316−1.7% | Reduced |
| Swedbank AB | 76,558 | $3.51M | 0.01% | +5,709+8.1% | Added |
| Storebrand Asset Management AS | 77,675 | $3.56M | 0.02% | +11,944+18.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 78,000 | $3.58M | 0.06% | +5,000+6.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 78,805 | $3.61M | 0.02% | −146−0.2% | Reduced |
| South Dakota Investment Council | 79,995 | $3.67M | 0.08% | 00.0% | Unchanged |
| Costello Asset Management, INC | 81,159 | $3.72M | 3.22% | +32,263+66.0% | Added |
| Guggenheim Capital LLC | 81,259 | $3.73M | 0.03% | −9,641−10.6% | Reduced |
| SEI Investments Co | 84,452 | $3.88M | 0.01% | −25,843−23.4% | Reduced |