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 |
|---|---|---|---|---|---|
| Candriam Luxembourg S.C.A. | 39,357 | $1.80M | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 38,539 | $1.77M | 0.04% | +340+0.9% | Added |
| Marshall Wace, LLP | 38,274 | $1.75M | 0.00% | +38,274 | New |
| Ledyard National Bank | 38,078 | $1.75M | 0.21% | −629−1.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 37,988 | $1.74M | 0.01% | +2,479+7.0% | Added |
| Haverford Trust Co | 37,580 | $1.72M | 0.02% | −2,517−6.3% | Reduced |
| Umb Bank N A | 36,996 | $1.70M | 0.03% | +2,714+7.9% | Added |
| Sterling Investment Advisors, Ltd. | 36,954 | $1.69M | 0.58% | +3,205+9.5% | Added |
| Modera Wealth Management, LLC | 36,450 | $1.67M | 0.08% | −416−1.1% | Reduced |
| New Mexico Educational Retirement Board | 36,200 | $1.66M | 0.08% | −10,100−21.8% | Reduced |
| HSBC Holdings PLC | 35,913 | $1.65M | 0.00% | −17,333−32.6% | Reduced |
| Cetera Advisor Networks LLC | 35,731 | $1.64M | 0.02% | +3,246+10.0% | Added |
| State of Alaska, Department of Revenue | 33,068 | $1.52M | 0.02% | +710+2.2% | Added |
| Continuum Advisory, LLC | 32,752 | $1.50M | 0.27% | 00.0% | Unchanged |
| STRS Ohio | 31,820 | $1.46M | 0.01% | −4,709−12.9% | Reduced |
| Bridgewater Advisors Inc. | 31,369 | $1.44M | 0.30% | −110.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 31,086 | $1.43M | 1.02% | −500−1.6% | Reduced |
| Seeyond | 30,782 | $1.41M | 0.16% | −617−2.0% | Reduced |
| Daiwa Securities Group Inc. | 30,284 | $1.39M | 0.01% | −279−0.9% | Reduced |
| D.A. Davidson & Co. | 30,174 | $1.38M | 0.02% | −429−1.4% | Reduced |
| ELCO Management Co., LLC | 29,476 | $1.35M | 1.11% | −291−1.0% | Reduced |
| Rockefeller Capital Management L.P. | 29,287 | $1.34M | 0.01% | −2,702−8.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 29,190 | $1.34M | 0.06% | +1,563+5.7% | Added |
| Jmac Enterprises LLC | 28,965 | $1.33M | 0.34% | +126+0.4% | Added |
| AE Wealth Management LLC | 28,565 | $1.31M | 0.01% | +4,194+17.2% | Added |
| Americana Partners, LLC | 28,250 | $1.29M | 0.23% | +28,250 | New |
| British Columbia Investment Management Corp | 27,775 | $1.27M | 0.01% | −9,303−25.1% | Reduced |
| Xponance, Inc. | 27,648 | $1.27M | 0.03% | +2,190+8.6% | Added |
| Mercer Global Advisors Inc | 27,027 | $1.24M | 0.01% | +1,137+4.4% | Added |
| Nissay Asset Management Corp | 26,771 | $1.23M | 0.01% | −506−1.9% | Reduced |
| Mariner, LLC | 26,581 | $1.22M | 0.01% | +11,927+81.4% | Added |
| Citadel Advisors LLC | 26,359 | $1.21M | 0.00% | +26,359 | New |
| 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 |
| First Business Financial Services, Inc. | 26,024 | $1.19M | 0.16% | −709−2.7% | Reduced |
| Truist Financial Corp | 25,801 | $1.18M | 0.00% | −2,191−7.8% | Reduced |
| Prudential PLC | 25,253 | $1.16M | 0.02% | +417+1.7% | Added |
| United Services Automobile Association | 24,603 | $1.13M | 0.03% | +24,603 | New |
| Toth Financial Advisory Corp | 24,274 | $1.11M | 0.19% | +1,163+5.0% | Added |
| Cozad Asset Management Inc | 24,232 | $1.11M | 0.17% | +718+3.1% | Added |
| Key Financial Inc | 22,831 | $1.08M | 0.59% | +4,409+23.9% | Added |
| Rothschild Investment Corp | 23,555 | $1.08M | 0.10% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 23,288 | $1.07M | 0.21% | 00.0% | Unchanged |
| Whittier Trust Co | 23,133 | $1.06M | 0.02% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 22,910 | $1.05M | 0.14% | +1,380+6.4% | Added |
| Arkadios Wealth Advisors | 22,711 | $1.04M | 0.16% | −562−2.4% | Reduced |
| US Bancorp | 22,623 | $1.04M | 0.00% | +381+1.7% | Added |
| Glen Eagle Advisors, LLC | 22,624 | $1.04M | 0.28% | +2,325+11.5% | Added |
| CenterBook Partners LP | 22,610 | $1.04M | 0.22% | +16,149+249.9% | Added |
| Community Bank, N.A. | 22,402 | $1.03M | 0.15% | +3,775+20.3% | Added |
| 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 |
| Kennedy Capital Management, Inc. | 21,816 | $1.00M | 0.03% | −46−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 21,723 | $996.0K | 0.03% | −100−0.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 21,600 | $990.0K | 0.33% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 21,144 | $969.0K | 0.05% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 20,990 | $962.0K | 0.02% | +353+1.7% | Added |
| Bernardo Wealth Planning LLC | 20,895 | $958.0K | 0.55% | 00.0% | Unchanged |
| Walleye Capital LLC | 20,859 | $956.0K | 0.03% | −20,995−50.2% | Reduced |
| Janus Henderson Group PLC | 20,548 | $942.0K | 0.00% | −18,258−47.0% | Reduced |
| First Hawaiian Bank | 20,320 | $932.0K | 0.03% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 20,223 | $927.0K | 0.00% | −4,449−18.0% | Reduced |
| Susquehanna International Group, LLP | 19,931 | $914.0K | 0.00% | −110,132−84.7% | Reduced |
| Standard Life Aberdeen plc | 19,947 | $911.0K | 0.00% | +1,383+7.4% | Added |
| Wealthspire Advisors, LLC | 19,803 | $908.0K | 0.02% | +19,803 | New |
| Tower Bridge Advisors | 19,748 | $905.4K | 0.07% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 19,669 | $902.0K | 0.00% | −18,118−47.9% | Reduced |
| 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 |
| Unigestion Holding SA | 19,478 | $893.0K | 0.05% | +7,039+56.6% | Added |
| Kestra Advisory Services, LLC | 19,464 | $892.0K | 0.01% | +4,301+28.4% | Added |
| Miller Howard Investments Inc | 19,398 | $889.0K | 0.03% | +96+0.5% | Added |
| Penobscot Investment Management Company, Inc. | 19,145 | $878.0K | 0.15% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 19,118 | $876.0K | 0.00% | +735+4.0% | Added |
| Shell Asset Management Co | 19,034 | $873.0K | 0.03% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 18,884 | $866.0K | 0.03% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 18,687 | $857.0K | 0.39% | +18,687 | New |
| TD Asset Management Inc | 18,671 | $856.0K | 0.00% | −2,874−13.3% | Reduced |
| Cetera Investment Advisers | 18,540 | $850.0K | 0.01% | −2,746−12.9% | 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 |
| KBC Group NV | 18,232 | $836.0K | 0.00% | −1,318−6.7% | Reduced |
| 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 |
| Healthcare of Ontario Pension Plan Trust Fund | 17,700 | $812.0K | 0.00% | +17,700 | New |
| Moore Capital Management, LP | 17,688 | $811.0K | 0.02% | +17,688 | New |
| Westpac Banking Corp | 17,600 | $807.0K | 0.01% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 17,463 | $801.0K | 0.60% | 00.0% | Unchanged |
| Fiduciary Trust Co | 17,361 | $796.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 17,269 | $793.0K | 0.06% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 17,274 | $792.0K | 0.02% | +3,637+26.7% | Added |
| Maryland State Retirement & Pension System | 17,068 | $783.0K | 0.03% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 16,971 | $780.2K | 0.01% | +10,840+176.8% | Added |
| Cordasco Financial Network | 16,853 | $773.0K | 0.56% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,660 | $764.0K | 0.02% | +11,621+230.6% | Added |
| Sonen Capital LLC | 16,380 | $751.0K | 1.07% | −372−2.2% | Reduced |
| O'Brien Greene & Co. Inc | 16,214 | $743.0K | 0.28% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 16,050 | $735.9K | 0.19% | +1,945+13.8% | Added |
| Philadelphia Trust Co | 15,895 | $729.0K | 0.07% | −350−2.2% | Reduced |
| JustInvest LLC | 15,740 | $722.0K | 0.03% | +243+1.6% | Added |