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 |
|---|---|---|---|---|---|
| Natixis | 162,217 | $6.83M | 0.03% | −46,688−22.3% | Reduced |
| Janney Montgomery Scott LLC | 164,022 | $6.79M | 0.03% | +5,454+3.4% | Added |
| Stifel Financial Corp | 155,707 | $6.44M | 0.01% | −8,588−5.2% | Reduced |
| Wills Financial Group, Inc. | 155,433 | $6.43M | 3.57% | +81+0.1% | Added |
| MetLife Investment Management | 153,011 | $6.33M | 0.05% | +3,256+2.2% | Added |
| SEI Investments Co | 150,129 | $6.21M | 0.01% | +65,677+77.8% | Added |
| State of Wisconsin Investment Board | 141,664 | $5.86M | 0.02% | −26,693−15.9% | Reduced |
| State of New Jersey Common Pension Fund D | 138,298 | $5.72M | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 135,129 | $5.59M | 0.15% | −100−0.1% | Reduced |
| Private Advisor Group, LLC | 132,425 | $5.48M | 0.06% | −3,045−2.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 131,100 | $5.42M | 0.06% | −11,000−7.7% | Reduced |
| Public Employees Retirement System of Ohio | 128,394 | $5.31M | 0.02% | −57,624−31.0% | Reduced |
| First National Bank & Trust Co of Newtown | 128,387 | $5.31M | 1.29% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 121,313 | $5.02M | 0.07% | −7,213−5.6% | Reduced |
| Guggenheim Capital LLC | 120,200 | $4.97M | 0.05% | +38,941+47.9% | Added |
| Farmers Trust Co | 118,762 | $4.91M | 1.23% | −656−0.5% | Reduced |
| First National Corp | 118,429 | $4.90M | 1.34% | +7,139+6.4% | Added |
| Russell Investments Group, Ltd. | 114,405 | $4.75M | 0.01% | +23,562+25.9% | Added |
| Man Group plc | 113,716 | $4.71M | 0.02% | – | – |
| ExodusPoint Capital Management, LP | 111,449 | $4.61M | 0.06% | −62,869−36.1% | Reduced |
| Ameritas Investment Partners, Inc. | 111,030 | $4.59M | 0.21% | +2,232+2.1% | Added |
| Brown Advisory Inc | 110,238 | $4.56M | 0.01% | +3,480+3.3% | Added |
| Boenning & Scattergood, Inc. | 110,059 | $4.55M | 0.93% | −7,353−6.3% | Reduced |
| Price T Rowe Associates Inc | 108,371 | $4.49M | 0.00% | −235,333−68.5% | Reduced |
| Vontobel Holding Ltd. | 107,922 | $4.46M | 0.05% | +525+0.5% | Added |
| Comerica Bank | 107,271 | $4.43M | 0.04% | +1,625+1.5% | Added |
| Asset Management One Co.,Ltd. | 107,065 | $4.43M | 0.02% | +1,478+1.4% | Added |
| Ensign Peak Advisors, Inc | 106,210 | $4.40M | 0.01% | −26,290−19.8% | Reduced |
| Silver Lake Advisory, LLC | 103,757 | $4.29M | 2.51% | +458+0.4% | Added |
| Marshall Wace, LLP | 102,688 | $4.25M | 0.01% | +64,414+168.3% | Added |
| Treasurer of the State of North Carolina | 102,418 | $4.24M | 0.03% | +4,520+4.6% | Added |
| BLB&B Advisors, LLC | 101,168 | $4.19M | 0.35% | +9,212+10.0% | Added |
| AdvisorNet Financial, Inc | 100,386 | $4.15M | 0.42% | +200+0.2% | Added |
| NewSquare Capital LLC | 99,704 | $4.13M | 0.52% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 97,361 | $4.03M | 0.01% | +31,949+48.8% | Added |
| LPL Financial LLC | 95,857 | $3.97M | 0.00% | +2,672+2.9% | Added |
| State of Tennessee, Treasury Department | 95,371 | $3.95M | 0.02% | +6,884+7.8% | Added |
| Advisor Group Holdings, Inc. | 95,074 | $3.94M | 0.01% | −1,835−1.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 93,605 | $3.87M | 1.44% | −1,843−1.9% | Reduced |
| Clear Harbor Asset Management, LLC | 89,138 | $3.69M | 0.52% | +1,173+1.3% | Added |
| Navellier & Associates Inc | 84,710 | $3.50M | 0.78% | +84,710 | New |
| IFM Investors Pty Ltd | 83,979 | $3.48M | 0.06% | +20,153+31.6% | Added |
| Magnetar Financial LLC | 83,112 | $3.44M | 0.05% | +83,112 | New |
| 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 |
| Costello Asset Management, INC | 79,685 | $3.30M | 3.11% | −1,474−1.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 77,797 | $3.22M | 0.01% | +1,648+2.2% | Added |
| Storebrand Asset Management AS | 77,675 | $3.21M | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 77,323 | $3.20M | 0.02% | −1,482−1.9% | Reduced |
| M&T Bank Corp | 77,228 | $3.20M | 0.01% | +422+0.5% | Added |
| D. E. Shaw & Co., Inc. | 76,993 | $3.19M | 0.01% | −58,916−43.3% | Reduced |
| Korea Investment CORP | 76,351 | $3.16M | 0.01% | +21,551+39.3% | Added |
| Duality Advisers, LP | 76,114 | $3.15M | 0.34% | +76,114 | New |
| Benedict Financial Advisors Inc | 74,590 | $3.09M | 0.99% | −190−0.3% | Reduced |
| Stephens Inc | 72,853 | $3.02M | 0.06% | +624+0.9% | Added |
| Hamilton Point Investment Advisors, LLC | 72,849 | $3.01M | 0.92% | +290.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 71,192 | $2.95M | 0.01% | +8,500+13.6% | Added |
| Oregon Public Employees Retirement Fund | 69,604 | $2.88M | 0.04% | +2,658+4.0% | Added |
| Putnam Investments LLC | 69,586 | $2.88M | 0.01% | +69,586 | New |
| Pendal Group Limited | 68,881 | $2.85M | 0.03% | +18,120+35.7% | Added |
| HighTower Advisors, LLC | 68,524 | $2.83M | 0.01% | +11,956+21.1% | Added |
| Arizona State Retirement System | 68,358 | $2.83M | 0.03% | +1,346+2.0% | Added |
| Twinbeech Capital LP | 67,931 | $2.81M | 0.07% | +67,931 | New |
| Quantbot Technologies LP | 67,451 | $2.79M | 0.21% | +27,109+67.2% | Added |
| Texas Yale Capital Corp. | 67,354 | $2.79M | 0.18% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 67,140 | $2.78M | 1.27% | +7,142+11.9% | Added |
| HSBC Holdings PLC | 65,654 | $2.75M | 0.00% | +29,741+82.8% | Added |
| Nisa Investment Advisors, LLC | 64,294 | $2.67M | 0.02% | +3,719+6.1% | Added |
| Arcadia Investment Management Corp | 64,376 | $2.66M | 0.64% | +8,265+14.7% | Added |
| Louisiana State Employees Retirement System | 63,400 | $2.62M | 0.08% | +2,900+4.8% | Added |
| Radnor Capital Management, LLC | 61,984 | $2.56M | 0.74% | +589+1.0% | Added |
| DnB Asset Management AS | 60,764 | $2.51M | 0.02% | −1,000−1.6% | Reduced |
| State of Michigan Retirement System | 60,071 | $2.49M | 0.02% | +1,500+2.6% | Added |
| Andra AP-fonden | 59,100 | $2.45M | 0.08% | +1,900+3.3% | Added |
| Susquehanna Fundamental Investments, LLC | 57,665 | $2.39M | 0.04% | +57,665 | New |
| Panagora Asset Management Inc | 56,994 | $2.36M | 0.02% | +230+0.4% | Added |
| Nomura Asset Management Co Ltd | 56,890 | $2.35M | 0.01% | +4,500+8.6% | Added |
| Candriam Luxembourg S.C.A. | 56,619 | $2.34M | 0.02% | +17,262+43.9% | Added |
| YHB Investment Advisors, Inc. | 56,191 | $2.33M | 0.26% | +72+0.1% | Added |
| Qube Research & Technologies Ltd | 56,041 | $2.32M | 0.01% | +56,041 | New |
| Addison Capital Co | 55,526 | $2.30M | 1.42% | +218+0.4% | Added |
| Banque Pictet & Cie SA | 54,109 | $2.24M | 0.02% | −14,770−21.4% | Reduced |
| Jacobi Capital Management LLC | 53,808 | $2.23M | 0.30% | +650+1.2% | Added |
| Toronto Dominion Bank | 53,666 | $2.22M | 0.00% | +88+0.2% | Added |
| Bessemer Group Inc | 50,733 | $2.10M | 0.01% | −1,607−3.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 50,125 | $2.07M | 0.05% | −2,379−4.5% | Reduced |
| 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 |
| Kistler-Tiffany Companies, LLC | 49,597 | $2.05M | 0.47% | 00.0% | Unchanged |
| Van Eck Associates Corp | 49,382 | $2.04M | 0.01% | +1,779+3.7% | Added |
| Tredje AP-fonden | 48,878 | $2.02M | 0.04% | +48,878 | New |
| Baird Financial Group, Inc. | 48,241 | $2.00M | 0.01% | −1,375−2.8% | Reduced |
| Trillium Asset Management, LLC | 48,048 | $1.99M | 0.07% | +2,085+4.5% | Added |
| Engineers Gate Manager LP | 47,897 | $1.98M | 0.12% | +35,616+290.0% | Added |
| Kestra Advisory Services, LLC | 47,673 | $1.97M | 0.02% | +28,209+144.9% | Added |
| Envestnet Asset Management Inc | 46,224 | $1.91M | 0.00% | +4,096+9.7% | Added |
| STRS Ohio | 46,051 | $1.91M | 0.01% | +14,231+44.7% | Added |
| O'Brien Greene & Co. Inc | 45,642 | $1.89M | 0.25% | +29,428+181.5% | Added |
| Coastline Trust Co | 44,961 | $1.86M | 0.30% | −3,145−6.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 44,562 | $1.84M | 0.01% | +26,862+151.8% | Added |