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 |
|---|---|---|---|---|---|
| Nuveen Asset Management, LLC | 877,034 | $40.2M | 0.02% | +153,022+21.1% | Added |
| Electron Capital Partners, LLC | 933,262 | $42.8M | 2.39% | −97,539−9.5% | Reduced |
| Great West Life Assurance Co | 944,668 | $43.3M | 0.11% | +1,103+0.1% | Added |
| Swiss National Bank | 1,039,986 | $47.7M | 0.03% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 1,068,267 | $49.0M | 0.26% | +31,152+3.0% | Added |
| Cohen & Steers, Inc. | 1,102,993 | $50.6M | 0.10% | +12,151+1.1% | Added |
| Jennison Associates LLC | 1,113,074 | $51.0M | 0.05% | −1,021,767−47.9% | Reduced |
| Bank of Montreal | 1,128,439 | $51.9M | 0.04% | +171,733+18.0% | Added |
| Brookfield Asset Management Inc. | 1,183,850 | $54.3M | 0.23% | +58,723+5.2% | Added |
| Dimensional Fund Advisors LP | 1,183,959 | $54.3M | 0.02% | −2,383−0.2% | Reduced |
| First Trust Advisors LP | 1,206,130 | $55.3M | 0.07% | −54,016−4.3% | Reduced |
| Principal Financial Group Inc | 1,244,927 | $57.1M | 0.04% | −32,558−2.5% | Reduced |
| Macquarie Group Ltd | 1,627,977 | $57.2M | 0.06% | +623,676+62.1% | Added |
| UBS Asset Management Americas Inc | 1,326,398 | $60.8M | 0.03% | −47,453−3.5% | Reduced |
| Duff & Phelps Investment Management Co | 1,351,560 | $62.0M | 0.77% | +102,050+8.2% | Added |
| Tandem Investment Advisors, Inc. | 1,369,989 | $62.8M | 3.70% | +239,450+21.2% | Added |
| Goldman Sachs Group Inc | 1,401,510 | $64.3M | 0.02% | +291,869+26.3% | Added |
| Kames Capital plc | 1,472,661 | $67.5M | 1.27% | +714,060+94.1% | Added |
| Charles Schwab Investment Management Inc | 1,515,203 | $69.5M | 0.02% | +58,252+4.0% | Added |
| Morgan Stanley | 1,698,591 | $77.9M | 0.01% | +797,552+88.5% | Added |
| Franklin Resources Inc | 2,248,121 | $103.1M | 0.05% | +652,202+40.9% | Added |
| Millennium Management LLC | 2,438,189 | $111.8M | 0.15% | +972,618+66.4% | Added |
| Bank of New York Mellon Corp | 2,596,052 | $119.0M | 0.03% | +125,110+5.1% | Added |
| Legal & General Group Plc | 2,699,357 | $123.8M | 0.04% | +73,693+2.8% | Added |
| Geode Capital Management, LLC | 3,024,669 | $138.5M | 0.02% | −22,975−0.8% | Reduced |
| Northern Trust Corp | 3,269,425 | $149.9M | 0.03% | +141,929+4.5% | Added |
| Invesco Ltd. | 3,727,426 | $170.9M | 0.05% | +126,567+3.5% | Added |
| Norges Bank | 4,617,072 | $211.7M | 0.05% | +387,952+9.2% | Added |
| Impax Asset Management Group plc | 4,685,488 | $214.8M | 1.05% | −338,777−6.7% | Reduced |
| Amundi | 4,863,108 | $223.7M | 0.18% | +692,260+16.6% | Added |
| Pictet Asset Management SA | 5,789,236 | $265.5M | 0.37% | −106,921−1.8% | Reduced |
| State Street Corp | 13,145,964 | $602.7M | 0.04% | −73,000−0.6% | Reduced |
| Canada Pension Plan Investment Board | 21,661,095 | $993.2M | 1.65% | 00.0% | Unchanged |
| Vanguard Group Inc | 25,690,653 | $1.18B | 0.03% | +1,007,614+4.1% | Added |
| BlackRock Inc. | 27,091,042 | $1.24B | 0.04% | +333,547+1.2% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −293,778−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −218,810−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −159,438−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −156,274−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −141,198−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −41,255−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −40,267−100.0% | Sold out |
| CoreCommodity Management, LLC | 0 | $0 | 0.00% | −27,321−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −23,295−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −22,692−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −21,661−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −12,284−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −9,753−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −9,626−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −8,646−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,091−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −7,141−100.0% | Sold out |
| Zimmermann Investment Management & Planning LLC | 0 | $0 | 0.00% | −7,051−100.0% | Sold out |
| Eagle Ridge Investment Management | 0 | $0 | 0.00% | −6,580−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −5,471−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,335−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −5,210−100.0% | Sold out |
| Fulton Breakefield Broenniman LLC | 0 | $0 | 0.00% | −5,150−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,093−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,894−100.0% | Sold out |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −4,863−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,478−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −4,461−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −4,350−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −4,243−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Lountzis Asset Management, LLC | 0 | $0 | 0.00% | −4,191−100.0% | Sold out |
| Independent Investors Inc | 0 | $0 | 0.00% | −4,166−100.0% | Sold out |
| Insight 2811, Inc. | 0 | $0 | 0.00% | −4,174−100.0% | Sold out |
| Moreno Evelyn V | 0 | $0 | 0.00% | −4,118−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −4,096−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −4,107−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −3,963−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| Sandy Cove Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Conrad Siegel Investment Advisors, Inc. | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Covington Capital Management | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |