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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 737,857 | $30.5M | 0.02% | −12,493−1.7% | Reduced |
| Cbre Clarion Securities LLC | 750,068 | $31.0M | 0.57% | +14,385+2.0% | Added |
| FMR LLC | 792,072 | $32.8M | 0.00% | +175,161+28.4% | Added |
| Nuveen Asset Management, LLC | 912,892 | $37.8M | 0.02% | +35,858+4.1% | Added |
| Great West Life Assurance Co | 915,044 | $37.9M | 0.11% | −29,624−3.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 923,843 | $38.2M | 0.23% | +61,039+7.1% | Added |
| Swiss National Bank | 1,078,886 | $44.6M | 0.03% | +38,900+3.7% | Added |
| Personal Capital Advisors Corp | 1,092,883 | $45.2M | 0.24% | +24,616+2.3% | Added |
| Principal Financial Group Inc | 1,098,447 | $45.5M | 0.04% | −146,480−11.8% | Reduced |
| Zimmer Partners, LP | 1,105,000 | $45.7M | 1.01% | +621,674+128.6% | Added |
| Dimensional Fund Advisors LP | 1,110,460 | $46.0M | 0.02% | −73,499−6.2% | Reduced |
| Macquarie Group Ltd | 1,158,049 | $47.8M | 0.06% | −469,928−28.9% | Reduced |
| Brookfield Asset Management Inc. | 1,179,689 | $48.8M | 0.18% | −4,161−0.4% | Reduced |
| First Trust Advisors LP | 1,182,690 | $48.9M | 0.06% | −23,440−1.9% | Reduced |
| Millennium Management LLC | 1,212,581 | $50.2M | 0.06% | −1,225,608−50.3% | Reduced |
| Kames Capital plc | 1,308,012 | $54.2M | 1.10% | −164,649−11.2% | Reduced |
| UBS Asset Management Americas Inc | 1,331,205 | $55.1M | 0.03% | +4,807+0.4% | Added |
| Tandem Investment Advisors, Inc. | 1,500,414 | $62.1M | 3.54% | +130,425+9.5% | Added |
| Morgan Stanley | 1,502,888 | $62.2M | 0.01% | −195,703−11.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,593,845 | $66.0M | 0.02% | +78,642+5.2% | Added |
| Cohen & Steers, Inc. | 1,699,648 | $70.3M | 0.16% | +596,655+54.1% | Added |
| Goldman Sachs Group Inc | 1,765,594 | $73.1M | 0.02% | +364,084+26.0% | Added |
| Franklin Resources Inc | 2,250,131 | $93.1M | 0.05% | +2,010+0.1% | Added |
| Duff & Phelps Investment Management Co | 2,308,608 | $95.5M | 1.20% | +957,048+70.8% | Added |
| Legal & General Group Plc | 2,437,847 | $100.9M | 0.04% | −261,510−9.7% | Reduced |
| Bank of New York Mellon Corp | 2,844,076 | $117.7M | 0.03% | +248,024+9.6% | Added |
| Geode Capital Management, LLC | 3,107,203 | $128.5M | 0.02% | +82,534+2.7% | Added |
| Northern Trust Corp | 3,136,690 | $129.8M | 0.03% | −132,735−4.1% | Reduced |
| Invesco Ltd. | 3,515,913 | $145.5M | 0.05% | −211,513−5.7% | Reduced |
| Impax Asset Management Group plc | 4,506,774 | $186.5M | 0.96% | −178,714−3.8% | Reduced |
| Norges Bank | 4,957,675 | $205.1M | 0.05% | +340,603+7.4% | Added |
| Amundi | 5,503,863 | $229.8M | 0.14% | +640,755+13.2% | Added |
| Pictet Asset Management SA | 5,816,504 | $240.7M | 0.36% | +27,268+0.5% | Added |
| State Street Corp | 13,295,529 | $550.2M | 0.03% | +149,565+1.1% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $896.3M | 1.52% | 00.0% | Unchanged |
| Vanguard Group Inc | 26,324,563 | $1.09B | 0.03% | +633,910+2.5% | Added |
| BlackRock Inc. | 27,626,496 | $1.14B | 0.04% | +535,454+2.0% | Added |
| Jennison Associates LLC | 0 | $0 | 0.00% | −1,113,074−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −178,488−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −96,875−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −70,100−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −65,165−100.0% | Sold out |
| Ledyard National Bank | 0 | $0 | 0.00% | −38,078−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −20,859−100.0% | Sold out |
| Hoylecohen, LLC | 0 | $0 | 0.00% | −19,560−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −17,763−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −17,688−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −14,863−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,361−100.0% | Sold out |
| Hutchens & Kramer Investment Management Group, LLC | 0 | $0 | 0.00% | −13,591−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −6,190−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −6,345−100.0% | Sold out |
| Coho Partners, Ltd. | 0 | $0 | 0.00% | −5,840−100.0% | Sold out |
| Cornerstone Advisors Asset Management, LLC | 0 | $0 | 0.00% | −5,825−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −5,289−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −5,092−100.0% | Sold out |
| Colony Group LLC | 0 | $0 | 0.00% | −4,838−100.0% | Sold out |
| Cape Cod Five Cents Savings Bank | 0 | $0 | 0.00% | −4,750−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −4,746−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −4,648−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −4,595−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −4,590−100.0% | Sold out |
| Hightower 6M Holding, LLC | 0 | $0 | 0.00% | −4,507−100.0% | Sold out |
| Davis R M Inc | 0 | $0 | 0.00% | −4,433−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −4,402−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −3,346−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −2,317−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −1,864−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,690−100.0% | Sold out |
| Birch Capital Management, LLC | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −696−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −352−100.0% | Sold out |
| American State Bank (Iowa) | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cordasco Financial Network | – | – | – | – | Not filed |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| Murphy Capital Management Inc | – | – | – | – | Not filed |
| Advisor Partners LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Corbenic Partners LLC | – | – | – | – | Not filed |
| HC Financial Advisors Inc | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |