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, Q3 2022
Institutional positions in Essential Utilities, Inc. as of Sep 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
- 637
- +9 vs. Q2 2022
- Shares held
- 188.9M
- +2.28M (+1.2%) vs. Q2 2022
- Total value
- $7.82B
- −$729.8M (−8.5%) vs. Q2 2022
- New holders
- 64
- 246 more added
- Sold out
- 55
- 175 more reduced
8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 27,626,496 | $1.14B | 0.04% | +535,454+2.0% | Added |
| Vanguard Group Inc | 26,324,563 | $1.09B | 0.03% | +633,910+2.5% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $896.3M | 1.52% | 00.0% | Unchanged |
| State Street Corp | 13,295,529 | $550.2M | 0.03% | +149,565+1.1% | Added |
| Pictet Asset Management SA | 5,816,504 | $240.7M | 0.36% | +27,268+0.5% | Added |
| Amundi | 5,503,863 | $229.8M | 0.14% | +640,755+13.2% | Added |
| Norges Bank | 4,957,675 | $205.1M | 0.05% | +340,603+7.4% | Added |
| Impax Asset Management Group plc | 4,506,774 | $186.5M | 0.96% | −178,714−3.8% | Reduced |
| Invesco Ltd. | 3,515,913 | $145.5M | 0.05% | −211,513−5.7% | Reduced |
| Northern Trust Corp | 3,136,690 | $129.8M | 0.03% | −132,735−4.1% | Reduced |
| Geode Capital Management, LLC | 3,107,203 | $128.5M | 0.02% | +82,534+2.7% | Added |
| Bank of New York Mellon Corp | 2,844,076 | $117.7M | 0.03% | +248,024+9.6% | Added |
| Legal & General Group Plc | 2,437,847 | $100.9M | 0.04% | −261,510−9.7% | Reduced |
| Duff & Phelps Investment Management Co | 2,308,608 | $95.5M | 1.20% | +957,048+70.8% | Added |
| Franklin Resources Inc | 2,250,131 | $93.1M | 0.05% | +2,010+0.1% | Added |
| Goldman Sachs Group Inc | 1,765,594 | $73.1M | 0.02% | +364,084+26.0% | Added |
| Cohen & Steers, Inc. | 1,699,648 | $70.3M | 0.16% | +596,655+54.1% | Added |
| Charles Schwab Investment Management Inc | 1,593,845 | $66.0M | 0.02% | +78,642+5.2% | Added |
| Morgan Stanley | 1,502,888 | $62.2M | 0.01% | −195,703−11.5% | Reduced |
| Tandem Investment Advisors, Inc. | 1,500,414 | $62.1M | 3.54% | +130,425+9.5% | Added |
| UBS Asset Management Americas Inc | 1,331,205 | $55.1M | 0.03% | +4,807+0.4% | Added |
| Kames Capital plc | 1,308,012 | $54.2M | 1.10% | −164,649−11.2% | Reduced |
| Millennium Management LLC | 1,212,581 | $50.2M | 0.06% | −1,225,608−50.3% | Reduced |
| First Trust Advisors LP | 1,182,690 | $48.9M | 0.06% | −23,440−1.9% | Reduced |
| Brookfield Asset Management Inc. | 1,179,689 | $48.8M | 0.18% | −4,161−0.4% | Reduced |
| Macquarie Group Ltd | 1,158,049 | $47.8M | 0.06% | −469,928−28.9% | Reduced |
| Dimensional Fund Advisors LP | 1,110,460 | $46.0M | 0.02% | −73,499−6.2% | Reduced |
| Zimmer Partners, LP | 1,105,000 | $45.7M | 1.01% | +621,674+128.6% | Added |
| Principal Financial Group Inc | 1,098,447 | $45.5M | 0.04% | −146,480−11.8% | Reduced |
| Personal Capital Advisors Corp | 1,092,883 | $45.2M | 0.24% | +24,616+2.3% | Added |
| Swiss National Bank | 1,078,886 | $44.6M | 0.03% | +38,900+3.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 923,843 | $38.2M | 0.23% | +61,039+7.1% | Added |
| Great West Life Assurance Co | 915,044 | $37.9M | 0.11% | −29,624−3.1% | Reduced |
| Nuveen Asset Management, LLC | 912,892 | $37.8M | 0.02% | +35,858+4.1% | Added |
| FMR LLC | 792,072 | $32.8M | 0.00% | +175,161+28.4% | Added |
| Cbre Clarion Securities LLC | 750,068 | $31.0M | 0.57% | +14,385+2.0% | Added |
| Deutsche Bank AG | 737,857 | $30.5M | 0.02% | −12,493−1.7% | Reduced |
| Electron Capital Partners, LLC | 708,649 | $29.3M | 1.40% | −224,613−24.1% | Reduced |
| Rhumbline Advisers | 699,187 | $28.9M | 0.04% | +32,555+4.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 649,558 | $26.9M | 0.02% | +16,978+2.7% | Added |
| Balyasny Asset Management LLC | 645,930 | $26.7M | 0.10% | +645,930 | New |
| AQR Capital Management LLC | 621,386 | $25.7M | 0.06% | −26,439−4.1% | Reduced |
| Bank of America Corp | 597,423 | $24.7M | 0.00% | −61,351−9.3% | Reduced |
| Allianz Asset Management GmbH | 576,802 | $23.9M | 0.05% | +14,832+2.6% | Added |
| New York State Common Retirement Fund | 551,031 | $22.8M | 0.03% | −127,021−18.7% | Reduced |
| ProShare Advisors LLC | 550,087 | $22.8M | 0.09% | +51,212+10.3% | Added |
| California Public Employees Retirement System | 527,027 | $21.8M | 0.02% | +107,563+25.6% | Added |
| Gabelli Funds LLC | 504,950 | $20.9M | 0.17% | −3,100−0.6% | Reduced |
| JPMorgan Chase & Co | 498,088 | $20.6M | 0.00% | −14,356−2.8% | Reduced |
| Prudential Financial Inc | 462,711 | $19.6M | 0.03% | +53,809+13.2% | Added |
| California State Teachers Retirement System | 461,231 | $19.1M | 0.03% | −3,701−0.8% | Reduced |
| Public Employees Retirement Association of Colorado | 444,404 | $18.4M | 0.11% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 416,985 | $17.3M | 0.17% | +68,124+19.5% | Added |
| American International Group, Inc. | 376,265 | $15.6M | 0.11% | −4,153−1.1% | Reduced |
| Alliancebernstein L.P. | 373,954 | $15.5M | 0.01% | −61,069−14.0% | Reduced |
| Ameriprise Financial Inc | 370,216 | $15.3M | 0.01% | +21,860+6.3% | Added |
| Wells Fargo & Company | 368,562 | $15.3M | 0.01% | +1,177+0.3% | Added |
| Retirement Systems of Alabama | 356,316 | $14.7M | 0.07% | +8,911+2.6% | Added |
| Credit Suisse AG | 324,982 | $13.4M | 0.02% | +24,037+8.0% | Added |
| BNP Paribas Arbitrage, SA | 319,707 | $13.2M | 0.03% | +319,707 | New |
| Royal Bank of Canada | 319,406 | $13.2M | 0.00% | +21,875+7.4% | Added |
| Victory Capital Management Inc | 318,912 | $13.2M | 0.02% | −31,075−8.9% | Reduced |
| APG Asset Management N.V. | 311,322 | $13.2M | 0.03% | −13,517−4.2% | Reduced |
| Nuance Investments, LLC | 312,305 | $12.9M | 0.29% | −3,076−1.0% | Reduced |
| Eaton Vance Management | 308,726 | $12.8M | 0.02% | −9,418−3.0% | Reduced |
| Gradient Investments LLC | 306,406 | $12.7M | 0.39% | +16,103+5.5% | Added |
| New York State Teachers Retirement System | 293,591 | $12.1M | 0.03% | +200+0.1% | Added |
| UBS Group AG | 287,684 | $11.9M | 0.01% | −6,261−2.1% | Reduced |
| State Board of Administration of Florida Retirement System | 284,965 | $11.8M | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 277,189 | $11.5M | 0.03% | −2,251−0.8% | Reduced |
| Beck Bode, LLC | 267,609 | $11.1M | 2.40% | +16,400+6.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 262,579 | $10.9M | 0.04% | +41,245+18.6% | Added |
| DekaBank Deutsche Girozentrale | 259,091 | $10.8M | 0.03% | +8,351+3.3% | Added |
| AXA S.A. | 255,152 | $10.6M | 0.04% | +99,208+63.6% | Added |
| Raymond James & Associates | 243,647 | $10.1M | 0.01% | −10,480−4.1% | Reduced |
| First Manhattan Co | 235,146 | $9.73M | 0.04% | −19,879−7.8% | Reduced |
| Renaissance Technologies LLC | 231,390 | $9.57M | 0.01% | −4,227−1.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 229,959 | $9.52M | 0.01% | +229,959 | New |
| Aviva PLC | 226,793 | $9.38M | 0.05% | −102,181−31.1% | Reduced |
| Point72 Asset Management, L.P. | 210,811 | $8.72M | 0.04% | −261,046−55.3% | Reduced |
| Hennessy Advisors Inc | 205,400 | $8.50M | 0.59% | 00.0% | Unchanged |
| Cambridge Trust Co | 201,585 | $8.34M | 0.40% | −4,851−2.3% | Reduced |
| Cambiar Investors LLC | 200,020 | $8.28M | 0.42% | −237−0.1% | Reduced |
| Covea Finance | 197,507 | $8.17M | 0.43% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 194,944 | $8.07M | 0.01% | −7,342−3.6% | Reduced |
| Bank of Montreal | 186,705 | $7.98M | 0.01% | −941,734−83.5% | Reduced |
| Manufacturers Life Insurance Company, The | 191,881 | $7.94M | 0.01% | −6,636−3.3% | Reduced |
| Magellan Asset Management Ltd | 191,739 | $7.93M | 0.06% | −4,372−2.2% | Reduced |
| Mutual of America Capital Management LLC | 191,468 | $7.92M | 0.11% | −1,037−0.5% | Reduced |
| Cubist Systematic Strategies, LLC | 187,952 | $7.78M | 0.06% | +128,607+216.7% | Added |
| Forsta Ap-Fonden | 187,300 | $7.75M | 0.09% | +65,500+53.8% | Added |
| Swedbank AB | 186,675 | $7.72M | 0.02% | +110,117+143.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 179,859 | $7.45M | 0.02% | +10,031+5.9% | Added |
| Citadel Advisors LLC | 175,622 | $7.27M | 0.01% | +149,263+566.3% | Added |
| Amalgamated Bank | 174,969 | $7.24M | 0.07% | +8,643+5.2% | Added |
| Citigroup Inc | 172,635 | $7.14M | 0.01% | +57,209+49.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 172,248 | $7.13M | 0.97% | +282+0.2% | Added |
| Texas Permanent School Fund | 171,512 | $7.10M | 0.11% | +5,098+3.1% | Added |
| Barclays PLC | 169,220 | $7.00M | 0.01% | +14,846+9.6% | Added |
| Tortoise Capital Advisors, L.L.C. | 165,879 | $6.86M | 0.11% | +1,351+0.8% | Added |