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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.

Q3 2022 vs. Q2 2022

How the institutions holding Essential Utilities, Inc. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of WTRG: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders6368637+9
Shares186.7M34.9K188.9M+2.28M (+1.2%)
Value$8.55B$1.60M$7.82B−$729.8M (−8.5%)

8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (64)

Institutions that held Essential Utilities, Inc. at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to WTRG in Q3 2022
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC645,930$26.7M0.10%
BNP Paribas Arbitrage, SA319,707$13.2M0.03%
T. Rowe Price Investment Management, Inc.229,959$9.52M0.01%
Navellier & Associates Inc84,710$3.50M0.78%
Magnetar Financial LLC83,112$3.44M0.05%
LMR Partners LLP80,000$3.31M0.08%
Duality Advisers, LP76,114$3.15M0.34%
Putnam Investments LLC69,586$2.88M0.01%
Twinbeech Capital LP67,931$2.81M0.07%
Susquehanna Fundamental Investments, LLC57,665$2.39M0.04%
Qube Research & Technologies Ltd56,041$2.32M0.01%
Tredje AP-fonden48,878$2.02M0.04%
Cipher Capital LP35,198$1.46M0.24%
Teachers Retirement System of the State of Kentucky34,525$1.43M0.02%
Wealth Enhancement Advisory Services, LLC32,850$1.33M0.02%
Two Sigma Investments, LP28,539$1.18M0.00%
Virginia Retirement Systems Et Al27,300$1.13M0.01%
CIBC Private Wealth Group, LLC24,317$1.01M0.00%
Financial Architects, Inc22,721$940.0K0.16%
Acadian Asset Management LLC22,116$915.0K0.01%
AlphaStar Capital Management, LLC20,975$868.0K0.09%
Worldquant Millennium Advisors LLC20,969$868.0K0.02%
Public Sector Pension Investment Board17,800$737.0K0.01%
FORA Capital, LLC17,065$706.0K0.14%
Lido Advisors, LLC16,315$675.0K0.01%
Ossiam15,633$647.0K0.02%
W.H. Cornerstone Investments Inc.11,243$458.0K0.48%
Quantamental Technologies LLC10,360$429.0K0.17%
HRT Financial LP9,377$388.0K0.00%
Point72 Hong Kong Ltd8,850$366.0K0.02%
Assenagon Asset Management S.A.8,682$359.0K0.00%
Teza Capital Management LLC8,469$350.0K0.07%
Jump Financial, LLC8,157$338.0K0.01%
Versor Investments LP7,432$308.0K0.02%
Wipfli Financial Advisors LLC,7,390$306.0K0.02%
Wealthstar Advisors, LLC7,330$304.0K0.14%
Maryland Capital Management6,951$288.0K0.02%
PDT Partners, LLC6,779$281.0K0.04%
Echo Street Capital Management LLC6,048$250.0K0.00%
Capula Management Ltd5,710$236.0K0.03%
Virtu Financial LLC5,530$229.0K0.02%
Prelude Capital Management, LLC5,398$223.0K0.01%
Oak Thistle LLC5,245$217.0K0.78%
Resolution Capital Ltd5,110$211.0K0.00%
XTX Topco Ltd5,041$209.0K0.05%
Fox Run Management, L.L.C.4,872$202.0K0.08%
Skandinaviska Enskilda Banken AB (publ)4,293$178.0K0.00%
Cary Street Partners Asset Management LLC3,641$151.0K0.04%
Kempen Capital Management N.V.1,802$75.0K0.00%
Exos TFP Holdings LLC1,620$67.0K0.03%
Tobam1,439$60.0K0.00%
DT Investment Partners, LLC650$27.0K0.00%
Barrett & Company, Inc.500$23.9K0.02%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main373$15.4K0.00%
Jones Financial Companies LLLP311$13.0K0.00%
Osterweis Capital Management Inc206$9.00K0.00%
NVWM, LLC221$9.00K0.00%
Westside Investment Management, Inc.156$6.00K0.00%
Farmers & Merchants Investments Inc110$5.00K0.00%
Hexagon Capital Partners LLC59$2.00K0.00%
SJS Investment Consulting Inc.14$1.00K0.00%
EdgeRock Capital LLC32$1.00K0.00%
Tucker Asset Management LLC9$3980.00%
Wolff Wiese Magana LLC11$00.00%

Sold out (55)

Institutions that held Essential Utilities, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of WTRG in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Jennison Associates LLC1,113,074$51.0M
Wellington Management Group LLP178,488$8.18M
Employees Retirement System of Texas96,875$4.44M
Schonfeld Strategic Advisors LLC70,100$3.21M
Legacy Advisors, LLC65,165$2.99M
Ledyard National Bank38,078$1.75M
Walleye Capital LLC20,859$956.0K
Hoylecohen, LLC19,560$897.0K
USS Investment Management Ltd17,763$814.0K
Moore Capital Management, LP17,688$811.0K
Trexquant Investment LP14,863$681.0K
Dynamic Technology Lab Private Ltd14,361$658.0K
Hutchens & Kramer Investment Management Group, LLC13,591$645.0K
Two Sigma Securities, LLC11,900$546.0K
Hartline Investment Corp6,190$293.0K
Davenport & Co LLC6,345$291.0K
Coho Partners, Ltd.5,840$268.0K
Cornerstone Advisors Asset Management, LLC5,825$267.1K
Sustainable Insight Capital Management, LLC5,200$256.0K
Pacer Advisors, Inc.5,289$243.0K
Neo Ivy Capital Management5,092$233.0K
Colony Group LLC4,838$222.0K
Cape Cod Five Cents Savings Bank4,750$218.0K
Jupiter Asset Management Ltd4,746$218.0K
First Citizens Bank & Trust Co4,648$213.0K
Howland Capital Management LLC4,595$211.0K
Gateway Investment Advisers LLC4,590$210.0K
Hightower 6M Holding, LLC4,507$207.0K
Davis R M Inc4,433$203.0K
Main Street Financial Solutions, LLC4,402$202.0K
Venture Visionary Partners LLC3,346$153.4K
Clearstead Advisors, LLC2,317$106.0K
Total Clarity Wealth Management, Inc.1,864$85.0K
PEAK6 Investments LLC1,690$77.0K
Birch Capital Management, LLC1,169$53.6K
ACG Wealth900$41.0K
Northern Oak Wealth Management Inc696$32.0K
Salem Investment Counselors Inc500$23.0K
Patriot Financial Group Insurance Agency, LLC368$17.0K
Concord Wealth Partners382$17.0K
CoreCap Advisors, LLC352$16.0K
American State Bank (Iowa)210$9.63K
Atlas Capital Advisors LLC200$9.17K
High Net Worth Advisory Group LLC190$9.00K
Ellevest, Inc.135$6.00K
CX Institutional135$6.00K
Heritage Financial Services, LLC146$6.00K
Optimum Investment Advisors115$5.00K
CoreFirst Bank & Trust100$5.00K
Sageworth Trust Co of South Dakota89$4.00K
Prospera Financial Services Inc40$2.00K
Carmichael Hill & Associates, Inc.25$1.00K
Assetmark, Inc7$0
Steward Financial Group LLC10$0
Transamerica Financial Advisors, Inc.1–

Not filed for Q3 2022 yet (8)

Institutions that held Essential Utilities, Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTRG in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Cordasco Financial Network16,853$773.0K
Coldstream Capital Management Inc6,373$292.0K
Murphy Capital Management Inc4,577$209.0K
Advisor Partners LLC4,463$205.0K
Private Capital Group, LLC1,031$47.0K
Corbenic Partners LLC914$42.0K
HC Financial Advisors Inc531$24.0K
Fieldpoint Private Securities, LLC150$7.00K