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 |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 85,715 | $3.93M | 0.32% | +71,126+487.5% | Added |
| Clear Harbor Asset Management, LLC | 87,965 | $4.03M | 0.54% | +620+0.7% | Added |
| State of Tennessee, Treasury Department | 88,487 | $4.06M | 0.02% | +20,000+29.2% | Added |
| Russell Investments Group, Ltd. | 90,843 | $4.16M | 0.01% | −61,404−40.3% | Reduced |
| BLB&B Advisors, LLC | 91,956 | $4.22M | 0.33% | −3,939−4.1% | Reduced |
| LPL Financial LLC | 93,185 | $4.27M | 0.00% | +467+0.5% | Added |
| Cutter & CO Brokerage, Inc. | 95,448 | $4.38M | 1.49% | −514−0.5% | Reduced |
| Employees Retirement System of Texas | 96,875 | $4.44M | 0.06% | +20,000+26.0% | Added |
| Advisor Group Holdings, Inc. | 96,909 | $4.46M | 0.01% | +4,504+4.9% | Added |
| Treasurer of the State of North Carolina | 97,898 | $4.49M | 0.03% | +9,811+11.1% | Added |
| NewSquare Capital LLC | 99,704 | $4.57M | 0.59% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100,186 | $4.59M | 0.45% | +80.0% | Added |
| Silver Lake Advisory, LLC | 103,299 | $4.74M | 2.58% | +1,242+1.2% | Added |
| Asset Management One Co.,Ltd. | 105,587 | $4.84M | 0.02% | −1,752−1.6% | Reduced |
| Brown Advisory Inc | 106,758 | $4.89M | 0.01% | +625+0.6% | Added |
| Vontobel Holding Ltd. | 107,397 | $4.90M | 0.05% | +11,997+12.6% | Added |
| Ameritas Investment Partners, Inc. | 108,798 | $4.99M | 0.22% | +904+0.8% | Added |
| Comerica Bank | 105,646 | $5.01M | 0.04% | −1,496−1.4% | Reduced |
| First National Corp | 111,290 | $5.10M | 1.33% | −15,612−12.3% | Reduced |
| Citigroup Inc | 115,426 | $5.29M | 0.01% | −7,227−5.9% | Reduced |
| Boenning & Scattergood, Inc. | 117,412 | $5.38M | 1.02% | +1,945+1.7% | Added |
| Farmers Trust Co | 119,418 | $5.47M | 1.31% | +2,497+2.1% | Added |
| Forsta Ap-Fonden | 121,800 | $5.58M | 0.07% | +109,800+915.0% | Added |
| First National Bank & Trust Co of Newtown | 128,387 | $5.88M | 1.35% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 128,526 | $5.89M | 0.08% | +5,725+4.7% | Added |
| Ensign Peak Advisors, Inc | 132,500 | $6.08M | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 135,229 | $6.20M | 0.16% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 135,470 | $6.21M | 0.06% | −4,362−3.1% | Reduced |
| D. E. Shaw & Co., Inc. | 135,909 | $6.23M | 0.01% | −29,538−17.9% | Reduced |
| State of New Jersey Common Pension Fund D | 138,298 | $6.34M | 0.02% | +14,593+11.8% | Added |
| Mn Services Vermogensbeheer B.V. | 142,100 | $6.51M | 0.06% | −21,800−13.3% | Reduced |
| MetLife Investment Management | 149,755 | $6.87M | 0.05% | +999+0.7% | Added |
| Barclays PLC | 154,374 | $7.08M | 0.01% | +38,615+33.4% | Added |
| Wills Financial Group, Inc. | 155,352 | $7.12M | 3.50% | +383+0.2% | Added |
| AXA S.A. | 155,944 | $7.15M | 0.03% | +155,944 | New |
| Janney Montgomery Scott LLC | 158,568 | $7.23M | 0.03% | +5,264+3.4% | Added |
| Stifel Financial Corp | 164,295 | $7.53M | 0.01% | +76,582+87.3% | Added |
| Tortoise Capital Advisors, L.L.C. | 164,528 | $7.54M | 0.12% | +129,032+363.5% | Added |
| Amalgamated Bank | 166,326 | $7.63M | 0.07% | +6,567+4.1% | Added |
| Texas Permanent School Fund | 166,414 | $7.63M | 0.12% | +3,357+2.1% | Added |
| State of Wisconsin Investment Board | 168,357 | $7.72M | 0.02% | −10,583−5.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 169,828 | $7.79M | 0.02% | +24,885+17.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 171,966 | $7.88M | 1.03% | −4,897−2.8% | Reduced |
| ExodusPoint Capital Management, LP | 174,318 | $7.99M | 0.11% | +169,426+3,463.3% | Added |
| Wellington Management Group LLP | 178,488 | $8.18M | 0.00% | +55,293+44.9% | Added |
| Public Employees Retirement System of Ohio | 186,018 | $8.53M | 0.04% | −28,133−13.1% | Reduced |
| Mutual of America Capital Management LLC | 192,505 | $8.83M | 0.11% | −17,216−8.2% | Reduced |
| Magellan Asset Management Ltd | 196,111 | $8.99M | 0.05% | −12,246−5.9% | Reduced |
| Covea Finance | 197,507 | $9.06M | 1.27% | +152,507+338.9% | Added |
| Manufacturers Life Insurance Company, The | 198,517 | $9.10M | 0.01% | −28,497−12.6% | Reduced |
| Cambiar Investors LLC | 200,257 | $9.18M | 0.41% | −157−0.1% | Reduced |
| The PNC Financial Services Group, Inc. | 202,286 | $9.28M | 0.01% | +1,478+0.7% | Added |
| Hennessy Advisors Inc | 205,400 | $9.42M | 0.56% | 00.0% | Unchanged |
| Cambridge Trust Co | 206,436 | $9.46M | 0.41% | −8,910−4.1% | Reduced |
| Natixis | 208,905 | $9.52M | 0.03% | +82,207+64.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 221,334 | $10.1M | 0.04% | −2,031−0.9% | Reduced |
| Renaissance Technologies LLC | 235,617 | $10.8M | 0.01% | +163,917+228.6% | Added |
| Man Group plc | – | $10.9M | 0.05% | – | – |
| DekaBank Deutsche Girozentrale | 250,740 | $11.1M | 0.03% | +93,854+59.8% | Added |
| Beck Bode, LLC | 251,209 | $11.5M | 2.45% | +251,209 | New |
| Raymond James & Associates | 254,127 | $11.7M | 0.01% | −4,464−1.7% | Reduced |
| First Manhattan Co | 255,025 | $11.7M | 0.05% | −5,404−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 279,440 | $12.8M | 0.03% | +739+0.3% | Added |
| State Board of Administration of Florida Retirement System | 284,965 | $13.1M | 0.03% | −7,700−2.6% | Reduced |
| Gradient Investments LLC | 290,303 | $13.3M | 0.39% | +9,398+3.3% | Added |
| New York State Teachers Retirement System | 293,391 | $13.5M | 0.03% | +500+0.2% | Added |
| UBS Group AG | 293,945 | $13.5M | 0.01% | −47,400−13.9% | Reduced |
| Royal Bank of Canada | 297,531 | $13.6M | 0.00% | −4,485−1.5% | Reduced |
| Credit Suisse AG | 300,945 | $13.8M | 0.01% | +8,146+2.8% | Added |
| APG Asset Management N.V. | 324,839 | $14.2M | 0.03% | −85,325−20.8% | Reduced |
| Nuance Investments, LLC | 315,381 | $14.5M | 0.29% | −128,139−28.9% | Reduced |
| Eaton Vance Management | 318,144 | $14.6M | 0.02% | −23,907−7.0% | Reduced |
| Aviva PLC | 328,974 | $15.1M | 0.08% | +213,446+184.8% | Added |
| Price T Rowe Associates Inc | 343,704 | $15.8M | 0.00% | −10,759−3.0% | Reduced |
| Retirement Systems of Alabama | 347,405 | $15.9M | 0.07% | +1,524+0.4% | Added |
| Ameriprise Financial Inc | 348,356 | $16.0M | 0.01% | −9,659−2.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 348,861 | $16.0M | 0.17% | +6,859+2.0% | Added |
| Victory Capital Management Inc | 349,987 | $16.0M | 0.02% | −6,451−1.8% | Reduced |
| Wells Fargo & Company | 367,385 | $16.8M | 0.01% | −10,697−2.8% | Reduced |
| American International Group, Inc. | 380,418 | $17.4M | 0.12% | −9,210−2.4% | Reduced |
| Prudential Financial Inc | 408,902 | $18.7M | 0.03% | +386,073+1,691.2% | Added |
| California Public Employees Retirement System | 419,464 | $19.2M | 0.02% | −21,448−4.9% | Reduced |
| Alliancebernstein L.P. | 435,023 | $19.9M | 0.01% | −27,780−6.0% | Reduced |
| Public Employees Retirement Association of Colorado | 444,404 | $20.4M | 0.11% | 00.0% | Unchanged |
| California State Teachers Retirement System | 464,932 | $21.3M | 0.03% | −18,392−3.8% | Reduced |
| Point72 Asset Management, L.P. | 471,857 | $21.6M | 0.10% | −9,200−1.9% | Reduced |
| Zimmer Partners, LP | 483,326 | $22.2M | 0.47% | −429,396−47.0% | Reduced |
| ProShare Advisors LLC | 498,875 | $22.9M | 0.08% | +10,331+2.1% | Added |
| Gabelli Funds LLC | 508,050 | $23.3M | 0.18% | −4,650−0.9% | Reduced |
| JPMorgan Chase & Co | 512,444 | $23.5M | 0.00% | −32,557−6.0% | Reduced |
| Allianz Asset Management GmbH | 561,970 | $25.8M | 0.03% | +37,262+7.1% | Added |
| FMR LLC | 616,911 | $28.3M | 0.00% | +329,352+114.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 632,580 | $29.0M | 0.02% | +37,769+6.3% | Added |
| AQR Capital Management LLC | 647,825 | $29.5M | 0.07% | −26,764−4.0% | Reduced |
| Bank of America Corp | 658,774 | $30.2M | 0.00% | −38,230−5.5% | Reduced |
| Rhumbline Advisers | 666,632 | $30.6M | 0.04% | +58,373+9.6% | Added |
| New York State Common Retirement Fund | 678,052 | $31.1M | 0.04% | −47,795−6.6% | Reduced |
| Cbre Clarion Securities LLC | 735,683 | $33.7M | 0.53% | +735,683 | New |
| Deutsche Bank AG | 750,350 | $34.4M | 0.02% | +103,132+15.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 862,804 | $39.6M | 0.23% | +283,810+49.0% | Added |