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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 95,371 | $3.95M | 0.02% | +6,884+7.8% | Added |
| LPL Financial LLC | 95,857 | $3.97M | 0.00% | +2,672+2.9% | Added |
| Thrivent Financial for Lutherans | 97,361 | $4.03M | 0.01% | +31,949+48.8% | Added |
| NewSquare Capital LLC | 99,704 | $4.13M | 0.52% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100,386 | $4.15M | 0.42% | +200+0.2% | Added |
| BLB&B Advisors, LLC | 101,168 | $4.19M | 0.35% | +9,212+10.0% | Added |
| Treasurer of the State of North Carolina | 102,418 | $4.24M | 0.03% | +4,520+4.6% | Added |
| Marshall Wace, LLP | 102,688 | $4.25M | 0.01% | +64,414+168.3% | Added |
| Silver Lake Advisory, LLC | 103,757 | $4.29M | 2.51% | +458+0.4% | Added |
| Ensign Peak Advisors, Inc | 106,210 | $4.40M | 0.01% | −26,290−19.8% | Reduced |
| Asset Management One Co.,Ltd. | 107,065 | $4.43M | 0.02% | +1,478+1.4% | Added |
| Comerica Bank | 107,271 | $4.43M | 0.04% | +1,625+1.5% | Added |
| Vontobel Holding Ltd. | 107,922 | $4.46M | 0.05% | +525+0.5% | Added |
| Price T Rowe Associates Inc | 108,371 | $4.49M | 0.00% | −235,333−68.5% | Reduced |
| Boenning & Scattergood, Inc. | 110,059 | $4.55M | 0.93% | −7,353−6.3% | Reduced |
| Brown Advisory Inc | 110,238 | $4.56M | 0.01% | +3,480+3.3% | Added |
| Ameritas Investment Partners, Inc. | 111,030 | $4.59M | 0.21% | +2,232+2.1% | Added |
| ExodusPoint Capital Management, LP | 111,449 | $4.61M | 0.06% | −62,869−36.1% | Reduced |
| Man Group plc | 113,716 | $4.71M | 0.02% | – | – |
| Russell Investments Group, Ltd. | 114,405 | $4.75M | 0.01% | +23,562+25.9% | Added |
| First National Corp | 118,429 | $4.90M | 1.34% | +7,139+6.4% | Added |
| Farmers Trust Co | 118,762 | $4.91M | 1.23% | −656−0.5% | Reduced |
| Guggenheim Capital LLC | 120,200 | $4.97M | 0.05% | +38,941+47.9% | Added |
| Yousif Capital Management, LLC | 121,313 | $5.02M | 0.07% | −7,213−5.6% | Reduced |
| First National Bank & Trust Co of Newtown | 128,387 | $5.31M | 1.29% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 128,394 | $5.31M | 0.02% | −57,624−31.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 131,100 | $5.42M | 0.06% | −11,000−7.7% | Reduced |
| Private Advisor Group, LLC | 132,425 | $5.48M | 0.06% | −3,045−2.2% | Reduced |
| HM Payson & Co | 135,129 | $5.59M | 0.15% | −100−0.1% | Reduced |
| State of New Jersey Common Pension Fund D | 138,298 | $5.72M | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 141,664 | $5.86M | 0.02% | −26,693−15.9% | Reduced |
| SEI Investments Co | 150,129 | $6.21M | 0.01% | +65,677+77.8% | Added |
| MetLife Investment Management | 153,011 | $6.33M | 0.05% | +3,256+2.2% | Added |
| Wills Financial Group, Inc. | 155,433 | $6.43M | 3.57% | +81+0.1% | Added |
| Stifel Financial Corp | 155,707 | $6.44M | 0.01% | −8,588−5.2% | Reduced |
| Janney Montgomery Scott LLC | 164,022 | $6.79M | 0.03% | +5,454+3.4% | Added |
| Natixis | 162,217 | $6.83M | 0.03% | −46,688−22.3% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 165,879 | $6.86M | 0.11% | +1,351+0.8% | Added |
| Barclays PLC | 169,220 | $7.00M | 0.01% | +14,846+9.6% | Added |
| Texas Permanent School Fund | 171,512 | $7.10M | 0.11% | +5,098+3.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 172,248 | $7.13M | 0.97% | +282+0.2% | Added |
| Citigroup Inc | 172,635 | $7.14M | 0.01% | +57,209+49.6% | Added |
| Amalgamated Bank | 174,969 | $7.24M | 0.07% | +8,643+5.2% | Added |
| Citadel Advisors LLC | 175,622 | $7.27M | 0.01% | +149,263+566.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 179,859 | $7.45M | 0.02% | +10,031+5.9% | Added |
| Swedbank AB | 186,675 | $7.72M | 0.02% | +110,117+143.8% | Added |
| Forsta Ap-Fonden | 187,300 | $7.75M | 0.09% | +65,500+53.8% | Added |
| Cubist Systematic Strategies, LLC | 187,952 | $7.78M | 0.06% | +128,607+216.7% | Added |
| Mutual of America Capital Management LLC | 191,468 | $7.92M | 0.11% | −1,037−0.5% | Reduced |
| Magellan Asset Management Ltd | 191,739 | $7.93M | 0.06% | −4,372−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 191,881 | $7.94M | 0.01% | −6,636−3.3% | Reduced |
| Bank of Montreal | 186,705 | $7.98M | 0.01% | −941,734−83.5% | Reduced |
| The PNC Financial Services Group, Inc. | 194,944 | $8.07M | 0.01% | −7,342−3.6% | Reduced |
| Covea Finance | 197,507 | $8.17M | 0.43% | 00.0% | Unchanged |
| Cambiar Investors LLC | 200,020 | $8.28M | 0.42% | −237−0.1% | Reduced |
| Cambridge Trust Co | 201,585 | $8.34M | 0.40% | −4,851−2.3% | Reduced |
| Hennessy Advisors Inc | 205,400 | $8.50M | 0.59% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 210,811 | $8.72M | 0.04% | −261,046−55.3% | Reduced |
| Aviva PLC | 226,793 | $9.38M | 0.05% | −102,181−31.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 229,959 | $9.52M | 0.01% | +229,959 | New |
| Renaissance Technologies LLC | 231,390 | $9.57M | 0.01% | −4,227−1.8% | Reduced |
| First Manhattan Co | 235,146 | $9.73M | 0.04% | −19,879−7.8% | Reduced |
| Raymond James & Associates | 243,647 | $10.1M | 0.01% | −10,480−4.1% | Reduced |
| AXA S.A. | 255,152 | $10.6M | 0.04% | +99,208+63.6% | Added |
| DekaBank Deutsche Girozentrale | 259,091 | $10.8M | 0.03% | +8,351+3.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 262,579 | $10.9M | 0.04% | +41,245+18.6% | Added |
| Beck Bode, LLC | 267,609 | $11.1M | 2.40% | +16,400+6.5% | Added |
| Commonwealth Equity Services, LLC | 277,189 | $11.5M | 0.03% | −2,251−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 284,965 | $11.8M | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 287,684 | $11.9M | 0.01% | −6,261−2.1% | Reduced |
| New York State Teachers Retirement System | 293,591 | $12.1M | 0.03% | +200+0.1% | Added |
| Gradient Investments LLC | 306,406 | $12.7M | 0.39% | +16,103+5.5% | Added |
| Eaton Vance Management | 308,726 | $12.8M | 0.02% | −9,418−3.0% | Reduced |
| Nuance Investments, LLC | 312,305 | $12.9M | 0.29% | −3,076−1.0% | Reduced |
| APG Asset Management N.V. | 311,322 | $13.2M | 0.03% | −13,517−4.2% | Reduced |
| Victory Capital Management Inc | 318,912 | $13.2M | 0.02% | −31,075−8.9% | Reduced |
| Royal Bank of Canada | 319,406 | $13.2M | 0.00% | +21,875+7.4% | Added |
| BNP Paribas Arbitrage, SA | 319,707 | $13.2M | 0.03% | +319,707 | New |
| Credit Suisse AG | 324,982 | $13.4M | 0.02% | +24,037+8.0% | Added |
| Retirement Systems of Alabama | 356,316 | $14.7M | 0.07% | +8,911+2.6% | Added |
| Wells Fargo & Company | 368,562 | $15.3M | 0.01% | +1,177+0.3% | Added |
| Ameriprise Financial Inc | 370,216 | $15.3M | 0.01% | +21,860+6.3% | Added |
| Alliancebernstein L.P. | 373,954 | $15.5M | 0.01% | −61,069−14.0% | Reduced |
| American International Group, Inc. | 376,265 | $15.6M | 0.11% | −4,153−1.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 416,985 | $17.3M | 0.17% | +68,124+19.5% | Added |
| Public Employees Retirement Association of Colorado | 444,404 | $18.4M | 0.11% | 00.0% | Unchanged |
| California State Teachers Retirement System | 461,231 | $19.1M | 0.03% | −3,701−0.8% | Reduced |
| Prudential Financial Inc | 462,711 | $19.6M | 0.03% | +53,809+13.2% | Added |
| JPMorgan Chase & Co | 498,088 | $20.6M | 0.00% | −14,356−2.8% | Reduced |
| Gabelli Funds LLC | 504,950 | $20.9M | 0.17% | −3,100−0.6% | Reduced |
| California Public Employees Retirement System | 527,027 | $21.8M | 0.02% | +107,563+25.6% | Added |
| ProShare Advisors LLC | 550,087 | $22.8M | 0.09% | +51,212+10.3% | Added |
| New York State Common Retirement Fund | 551,031 | $22.8M | 0.03% | −127,021−18.7% | Reduced |
| Allianz Asset Management GmbH | 576,802 | $23.9M | 0.05% | +14,832+2.6% | Added |
| Bank of America Corp | 597,423 | $24.7M | 0.00% | −61,351−9.3% | Reduced |
| AQR Capital Management LLC | 621,386 | $25.7M | 0.06% | −26,439−4.1% | Reduced |
| Balyasny Asset Management LLC | 645,930 | $26.7M | 0.10% | +645,930 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 649,558 | $26.9M | 0.02% | +16,978+2.7% | Added |
| Rhumbline Advisers | 699,187 | $28.9M | 0.04% | +32,555+4.9% | Added |
| Electron Capital Partners, LLC | 708,649 | $29.3M | 1.40% | −224,613−24.1% | Reduced |