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 |
|---|---|---|---|---|---|
| AXA S.A. | 155,944 | $7.15M | 0.03% | +155,944 | New |
| Wills Financial Group, Inc. | 155,352 | $7.12M | 3.50% | +383+0.2% | Added |
| Barclays PLC | 154,374 | $7.08M | 0.01% | +38,615+33.4% | Added |
| MetLife Investment Management | 149,755 | $6.87M | 0.05% | +999+0.7% | Added |
| Mn Services Vermogensbeheer B.V. | 142,100 | $6.51M | 0.06% | −21,800−13.3% | Reduced |
| State of New Jersey Common Pension Fund D | 138,298 | $6.34M | 0.02% | +14,593+11.8% | Added |
| D. E. Shaw & Co., Inc. | 135,909 | $6.23M | 0.01% | −29,538−17.9% | Reduced |
| Private Advisor Group, LLC | 135,470 | $6.21M | 0.06% | −4,362−3.1% | Reduced |
| HM Payson & Co | 135,229 | $6.20M | 0.16% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 132,500 | $6.08M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 128,526 | $5.89M | 0.08% | +5,725+4.7% | Added |
| First National Bank & Trust Co of Newtown | 128,387 | $5.88M | 1.35% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 121,800 | $5.58M | 0.07% | +109,800+915.0% | Added |
| Farmers Trust Co | 119,418 | $5.47M | 1.31% | +2,497+2.1% | Added |
| Boenning & Scattergood, Inc. | 117,412 | $5.38M | 1.02% | +1,945+1.7% | Added |
| Citigroup Inc | 115,426 | $5.29M | 0.01% | −7,227−5.9% | Reduced |
| First National Corp | 111,290 | $5.10M | 1.33% | −15,612−12.3% | Reduced |
| Comerica Bank | 105,646 | $5.01M | 0.04% | −1,496−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 108,798 | $4.99M | 0.22% | +904+0.8% | Added |
| Vontobel Holding Ltd. | 107,397 | $4.90M | 0.05% | +11,997+12.6% | Added |
| Brown Advisory Inc | 106,758 | $4.89M | 0.01% | +625+0.6% | Added |
| Asset Management One Co.,Ltd. | 105,587 | $4.84M | 0.02% | −1,752−1.6% | Reduced |
| Silver Lake Advisory, LLC | 103,299 | $4.74M | 2.58% | +1,242+1.2% | Added |
| AdvisorNet Financial, Inc | 100,186 | $4.59M | 0.45% | +80.0% | Added |
| NewSquare Capital LLC | 99,704 | $4.57M | 0.59% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 97,898 | $4.49M | 0.03% | +9,811+11.1% | Added |
| Advisor Group Holdings, Inc. | 96,909 | $4.46M | 0.01% | +4,504+4.9% | Added |
| Employees Retirement System of Texas | 96,875 | $4.44M | 0.06% | +20,000+26.0% | Added |
| Cutter & CO Brokerage, Inc. | 95,448 | $4.38M | 1.49% | −514−0.5% | Reduced |
| LPL Financial LLC | 93,185 | $4.27M | 0.00% | +467+0.5% | Added |
| BLB&B Advisors, LLC | 91,956 | $4.22M | 0.33% | −3,939−4.1% | Reduced |
| Russell Investments Group, Ltd. | 90,843 | $4.16M | 0.01% | −61,404−40.3% | Reduced |
| State of Tennessee, Treasury Department | 88,487 | $4.06M | 0.02% | +20,000+29.2% | Added |
| Clear Harbor Asset Management, LLC | 87,965 | $4.03M | 0.54% | +620+0.7% | Added |
| Occudo Quantitative Strategies LP | 85,715 | $3.93M | 0.32% | +71,126+487.5% | Added |
| SEI Investments Co | 84,452 | $3.88M | 0.01% | −25,843−23.4% | Reduced |
| Guggenheim Capital LLC | 81,259 | $3.73M | 0.03% | −9,641−10.6% | Reduced |
| Costello Asset Management, INC | 81,159 | $3.72M | 3.22% | +32,263+66.0% | Added |
| South Dakota Investment Council | 79,995 | $3.67M | 0.08% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 78,805 | $3.61M | 0.02% | −146−0.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 78,000 | $3.58M | 0.06% | +5,000+6.8% | Added |
| Storebrand Asset Management AS | 77,675 | $3.56M | 0.02% | +11,944+18.2% | Added |
| Swedbank AB | 76,558 | $3.51M | 0.01% | +5,709+8.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 76,149 | $3.49M | 0.01% | −1,316−1.7% | Reduced |
| M&T Bank Corp | 76,806 | $3.48M | 0.02% | +1,745+2.3% | Added |
| Federated Hermes, Inc. | 75,694 | $3.47M | 0.01% | +34,404+83.3% | Added |
| Benedict Financial Advisors Inc | 74,780 | $3.43M | 1.01% | +115+0.2% | Added |
| Hamilton Point Investment Advisors, LLC | 72,820 | $3.34M | 0.97% | +848+1.2% | Added |
| Stephens Inc | 72,229 | $3.31M | 0.07% | +10,107+16.3% | Added |
| Schonfeld Strategic Advisors LLC | 70,100 | $3.21M | 0.03% | +47,800+214.3% | Added |
| SG Americas Securities, LLC | 69,758 | $3.20M | 0.04% | −23,268−25.0% | Reduced |
| Banque Pictet & Cie SA | 68,879 | $3.16M | 0.03% | +62,649+1,005.6% | Added |
| Texas Yale Capital Corp. | 67,354 | $3.09M | 0.20% | −192−0.3% | Reduced |
| Arizona State Retirement System | 67,012 | $3.07M | 0.03% | +177+0.3% | Added |
| Oregon Public Employees Retirement Fund | 66,946 | $3.07M | 0.05% | −6,476−8.8% | Reduced |
| Thrivent Financial for Lutherans | 65,412 | $3.00M | 0.01% | +305+0.5% | Added |
| Legacy Advisors, LLC | 65,165 | $2.99M | 0.63% | +322+0.5% | Added |
| IFM Investors Pty Ltd | 63,826 | $2.93M | 0.05% | −1,466−2.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 62,692 | $2.87M | 0.01% | +7,805+14.2% | Added |
| Louisiana State Employees Retirement System | 60,500 | $2.87M | 0.08% | +300+0.5% | Added |
| DnB Asset Management AS | 61,764 | $2.83M | 0.02% | +13,714+28.5% | Added |
| Radnor Capital Management, LLC | 61,395 | $2.81M | 0.77% | −4,166−6.4% | Reduced |
| Nisa Investment Advisors, LLC | 60,575 | $2.78M | 0.02% | +12,200+25.2% | Added |
| Teacher Retirement System of Texas | 60,402 | $2.77M | 0.02% | −13,937−18.7% | Reduced |
| Coston, McIsaac & Partners | 59,998 | $2.75M | 1.66% | +59,998 | New |
| Cubist Systematic Strategies, LLC | 59,345 | $2.72M | 0.02% | +34,596+139.8% | Added |
| State of Michigan Retirement System | 58,571 | $2.69M | 0.02% | +200+0.3% | Added |
| Andra AP-fonden | 57,200 | $2.62M | 0.08% | +57,200 | New |
| Panagora Asset Management Inc | 56,764 | $2.60M | 0.02% | −1,196−2.1% | Reduced |
| HighTower Advisors, LLC | 56,568 | $2.60M | 0.01% | +1,878+3.4% | Added |
| 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 |
| Addison Capital Co | 55,308 | $2.54M | 1.48% | −2,094−3.6% | Reduced |
| Korea Investment CORP | 54,800 | $2.51M | 0.01% | −4,400−7.4% | Reduced |
| Toronto Dominion Bank | 53,578 | $2.46M | 0.00% | +2,158+4.2% | Added |
| Jacobi Capital Management LLC | 53,158 | $2.44M | 0.32% | +1,055+2.0% | Added |
| Cullen/Frost Bankers, Inc. | 52,504 | $2.41M | 0.05% | −1,744−3.2% | Reduced |
| Nomura Asset Management Co Ltd | 52,390 | $2.40M | 0.02% | +4,000+8.3% | Added |
| Bessemer Group Inc | 52,340 | $2.40M | 0.01% | +48,915+1,428.2% | Added |
| Pendal Group Limited | 50,761 | $2.33M | 0.02% | +8,936+21.4% | Added |
| Baird Financial Group, Inc. | 49,616 | $2.27M | 0.01% | +2,627+5.6% | Added |
| Kistler-Tiffany Companies, LLC | 49,597 | $2.27M | 0.49% | 00.0% | Unchanged |
| Coastline Trust Co | 48,106 | $2.21M | 0.33% | +425+0.9% | Added |
| Van Eck Associates Corp | 47,603 | $2.18M | 0.01% | +860+1.8% | Added |
| Holocene Advisors, LP | 46,498 | $2.13M | 0.01% | −8,268−15.1% | Reduced |
| Sargent Bickham Lagudis LLC | 46,290 | $2.12M | 0.18% | −3,004−6.1% | Reduced |
| Trillium Asset Management, LLC | 45,963 | $2.11M | 0.06% | +886+2.0% | Added |
| Vident Investment Advisory, LLC | 45,946 | $2.11M | 0.06% | −3,774−7.6% | Reduced |
| Tortoise Index Solutions, LLC | 45,598 | $2.09M | 0.39% | −3,343−6.8% | Reduced |
| TFG Advisers LLC | 44,422 | $2.04M | 1.08% | −874−1.9% | Reduced |
| Bridgewater Associates, LP | 43,560 | $2.00M | 0.01% | +12,636+40.9% | Added |
| Glenmede Trust Co NA | 43,477 | $1.99M | 0.01% | +6,728+18.3% | Added |
| First Personal Financial Services | 43,039 | $1.97M | 0.55% | +370+0.9% | Added |
| Creative Planning | 42,602 | $1.95M | 0.00% | −1,707−3.9% | Reduced |
| Envestnet Asset Management Inc | 42,128 | $1.93M | 0.00% | +4,126+10.9% | Added |
| Gulf International Bank (UK) Ltd | 42,045 | $1.92M | 0.03% | 00.0% | Unchanged |
| Utah Retirement Systems | 41,098 | $1.89M | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 40,472 | $1.86M | 0.00% | −561−1.4% | Reduced |
| Quantbot Technologies LP | 40,342 | $1.85M | 0.17% | +12,711+46.0% | Added |
| Bryn Mawr Trust Co | 40,116 | $1.84M | 0.08% | 00.0% | Unchanged |