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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 27,864 | $1.15M | 0.18% | +8,301+42.4% | Added |
| Americana Partners, LLC | 28,250 | $1.17M | 0.21% | 00.0% | Unchanged |
| Xponance, Inc. | 28,231 | $1.17M | 0.02% | +583+2.1% | Added |
| Two Sigma Investments, LP | 28,539 | $1.18M | 0.00% | +28,539 | New |
| Nissay Asset Management Corp | 28,632 | $1.19M | 0.01% | +1,861+7.0% | Added |
| ELCO Management Co., LLC | 28,771 | $1.19M | 0.95% | −705−2.4% | Reduced |
| Jmac Enterprises LLC | 29,213 | $1.21M | 0.34% | +248+0.9% | Added |
| AE Wealth Management LLC | 30,010 | $1.24M | 0.01% | +1,445+5.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 31,222 | $1.29M | 0.95% | +136+0.4% | Added |
| Bridgewater Advisors Inc. | 31,382 | $1.30M | 0.36% | +130.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 32,850 | $1.33M | 0.02% | +32,850 | New |
| Continuum Advisory, LLC | 32,379 | $1.34M | 0.24% | −373−1.1% | Reduced |
| State of Alaska, Department of Revenue | 33,063 | $1.37M | 0.02% | −50.0% | Reduced |
| Haverford Trust Co | 34,294 | $1.42M | 0.02% | −3,286−8.7% | Reduced |
| Modera Wealth Management, LLC | 34,367 | $1.42M | 0.07% | −2,083−5.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 34,443 | $1.43M | 0.04% | −4,096−10.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 34,525 | $1.43M | 0.02% | +34,525 | New |
| Cipher Capital LP | 35,198 | $1.46M | 0.24% | +35,198 | New |
| New Mexico Educational Retirement Board | 36,200 | $1.50M | 0.08% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 36,304 | $1.50M | 0.02% | +573+1.6% | Added |
| Sterling Investment Advisors, Ltd. | 36,965 | $1.53M | 0.57% | +110.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 37,000 | $1.53M | 0.03% | −41,000−52.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 37,360 | $1.55M | 0.00% | −628−1.7% | Reduced |
| Federated Hermes, Inc. | 39,238 | $1.62M | 0.00% | −36,456−48.2% | Reduced |
| Voya Investment Management LLC | 39,542 | $1.64M | 0.00% | −930−2.3% | Reduced |
| Bryn Mawr Trust Co | 39,767 | $1.65M | 0.08% | −349−0.9% | Reduced |
| Teacher Retirement System of Texas | 39,848 | $1.65M | 0.01% | −20,554−34.0% | Reduced |
| Gotham Asset Management, LLC | 40,578 | $1.68M | 0.05% | +22,829+128.6% | Added |
| Utah Retirement Systems | 41,298 | $1.71M | 0.03% | +200+0.5% | Added |
| Gulf International Bank (UK) Ltd | 42,045 | $1.74M | 0.03% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 42,141 | $1.74M | 0.01% | +31,340+290.2% | Added |
| Sargent Bickham Lagudis LLC | 42,341 | $1.75M | 0.16% | −3,949−8.5% | Reduced |
| Glenmede Trust Co NA | 42,642 | $1.76M | 0.01% | −835−1.9% | Reduced |
| Creative Planning | 43,189 | $1.79M | 0.00% | +587+1.4% | Added |
| First Personal Financial Services | 43,624 | $1.80M | 0.52% | +585+1.4% | Added |
| Mercer Global Advisors Inc | 44,116 | $1.83M | 0.01% | +17,089+63.2% | Added |
| TFG Advisers LLC | 44,524 | $1.84M | 1.03% | +102+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 44,562 | $1.84M | 0.01% | +26,862+151.8% | Added |
| Coastline Trust Co | 44,961 | $1.86M | 0.30% | −3,145−6.5% | Reduced |
| O'Brien Greene & Co. Inc | 45,642 | $1.89M | 0.25% | +29,428+181.5% | Added |
| STRS Ohio | 46,051 | $1.91M | 0.01% | +14,231+44.7% | Added |
| Envestnet Asset Management Inc | 46,224 | $1.91M | 0.00% | +4,096+9.7% | Added |
| Kestra Advisory Services, LLC | 47,673 | $1.97M | 0.02% | +28,209+144.9% | Added |
| Engineers Gate Manager LP | 47,897 | $1.98M | 0.12% | +35,616+290.0% | Added |
| Trillium Asset Management, LLC | 48,048 | $1.99M | 0.07% | +2,085+4.5% | Added |
| Baird Financial Group, Inc. | 48,241 | $2.00M | 0.01% | −1,375−2.8% | Reduced |
| Tredje AP-fonden | 48,878 | $2.02M | 0.04% | +48,878 | New |
| Van Eck Associates Corp | 49,382 | $2.04M | 0.01% | +1,779+3.7% | Added |
| Kistler-Tiffany Companies, LLC | 49,597 | $2.05M | 0.47% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 49,994 | $2.05M | 0.07% | +4,048+8.8% | Added |
| Tortoise Index Solutions, LLC | 49,643 | $2.05M | 0.40% | +4,045+8.9% | Added |
| Cullen/Frost Bankers, Inc. | 50,125 | $2.07M | 0.05% | −2,379−4.5% | Reduced |
| Bessemer Group Inc | 50,733 | $2.10M | 0.01% | −1,607−3.1% | Reduced |
| Toronto Dominion Bank | 53,666 | $2.22M | 0.00% | +88+0.2% | Added |
| Jacobi Capital Management LLC | 53,808 | $2.23M | 0.30% | +650+1.2% | Added |
| Banque Pictet & Cie SA | 54,109 | $2.24M | 0.02% | −14,770−21.4% | Reduced |
| Addison Capital Co | 55,526 | $2.30M | 1.42% | +218+0.4% | Added |
| Qube Research & Technologies Ltd | 56,041 | $2.32M | 0.01% | +56,041 | New |
| YHB Investment Advisors, Inc. | 56,191 | $2.33M | 0.26% | +72+0.1% | Added |
| Candriam Luxembourg S.C.A. | 56,619 | $2.34M | 0.02% | +17,262+43.9% | Added |
| Nomura Asset Management Co Ltd | 56,890 | $2.35M | 0.01% | +4,500+8.6% | Added |
| Panagora Asset Management Inc | 56,994 | $2.36M | 0.02% | +230+0.4% | Added |
| Susquehanna Fundamental Investments, LLC | 57,665 | $2.39M | 0.04% | +57,665 | New |
| Andra AP-fonden | 59,100 | $2.45M | 0.08% | +1,900+3.3% | Added |
| State of Michigan Retirement System | 60,071 | $2.49M | 0.02% | +1,500+2.6% | Added |
| DnB Asset Management AS | 60,764 | $2.51M | 0.02% | −1,000−1.6% | Reduced |
| Radnor Capital Management, LLC | 61,984 | $2.56M | 0.74% | +589+1.0% | Added |
| Louisiana State Employees Retirement System | 63,400 | $2.62M | 0.08% | +2,900+4.8% | Added |
| Arcadia Investment Management Corp | 64,376 | $2.66M | 0.64% | +8,265+14.7% | Added |
| Nisa Investment Advisors, LLC | 64,294 | $2.67M | 0.02% | +3,719+6.1% | Added |
| HSBC Holdings PLC | 65,654 | $2.75M | 0.00% | +29,741+82.8% | Added |
| Coston, McIsaac & Partners | 67,140 | $2.78M | 1.27% | +7,142+11.9% | Added |
| Texas Yale Capital Corp. | 67,354 | $2.79M | 0.18% | 00.0% | Unchanged |
| Quantbot Technologies LP | 67,451 | $2.79M | 0.21% | +27,109+67.2% | Added |
| Twinbeech Capital LP | 67,931 | $2.81M | 0.07% | +67,931 | New |
| Arizona State Retirement System | 68,358 | $2.83M | 0.03% | +1,346+2.0% | Added |
| HighTower Advisors, LLC | 68,524 | $2.83M | 0.01% | +11,956+21.1% | Added |
| Pendal Group Limited | 68,881 | $2.85M | 0.03% | +18,120+35.7% | Added |
| Putnam Investments LLC | 69,586 | $2.88M | 0.01% | +69,586 | New |
| Oregon Public Employees Retirement Fund | 69,604 | $2.88M | 0.04% | +2,658+4.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 71,192 | $2.95M | 0.01% | +8,500+13.6% | Added |
| Hamilton Point Investment Advisors, LLC | 72,849 | $3.01M | 0.92% | +290.0% | Added |
| Stephens Inc | 72,853 | $3.02M | 0.06% | +624+0.9% | Added |
| Benedict Financial Advisors Inc | 74,590 | $3.09M | 0.99% | −190−0.3% | Reduced |
| Duality Advisers, LP | 76,114 | $3.15M | 0.34% | +76,114 | New |
| Korea Investment CORP | 76,351 | $3.16M | 0.01% | +21,551+39.3% | Added |
| D. E. Shaw & Co., Inc. | 76,993 | $3.19M | 0.01% | −58,916−43.3% | Reduced |
| M&T Bank Corp | 77,228 | $3.20M | 0.01% | +422+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 77,323 | $3.20M | 0.02% | −1,482−1.9% | Reduced |
| Storebrand Asset Management AS | 77,675 | $3.21M | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 77,797 | $3.22M | 0.01% | +1,648+2.2% | Added |
| Costello Asset Management, INC | 79,685 | $3.30M | 3.11% | −1,474−1.8% | Reduced |
| South Dakota Investment Council | 79,995 | $3.31M | 0.08% | 00.0% | Unchanged |
| LMR Partners LLP | 80,000 | $3.31M | 0.08% | +80,000 | New |
| Magnetar Financial LLC | 83,112 | $3.44M | 0.05% | +83,112 | New |
| IFM Investors Pty Ltd | 83,979 | $3.48M | 0.06% | +20,153+31.6% | Added |
| Navellier & Associates Inc | 84,710 | $3.50M | 0.78% | +84,710 | New |
| Clear Harbor Asset Management, LLC | 89,138 | $3.69M | 0.52% | +1,173+1.3% | Added |
| Cutter & CO Brokerage, Inc. | 93,605 | $3.87M | 1.44% | −1,843−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 95,074 | $3.94M | 0.01% | −1,835−1.9% | Reduced |