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 |
|---|---|---|---|---|---|
| TFG Advisers LLC | 44,524 | $1.84M | 1.03% | +102+0.2% | Added |
| Mercer Global Advisors Inc | 44,116 | $1.83M | 0.01% | +17,089+63.2% | Added |
| First Personal Financial Services | 43,624 | $1.80M | 0.52% | +585+1.4% | Added |
| Creative Planning | 43,189 | $1.79M | 0.00% | +587+1.4% | Added |
| Glenmede Trust Co NA | 42,642 | $1.76M | 0.01% | −835−1.9% | Reduced |
| Sargent Bickham Lagudis LLC | 42,341 | $1.75M | 0.16% | −3,949−8.5% | Reduced |
| Voloridge Investment Management, LLC | 42,141 | $1.74M | 0.01% | +31,340+290.2% | Added |
| Gulf International Bank (UK) Ltd | 42,045 | $1.74M | 0.03% | 00.0% | Unchanged |
| Utah Retirement Systems | 41,298 | $1.71M | 0.03% | +200+0.5% | Added |
| Gotham Asset Management, LLC | 40,578 | $1.68M | 0.05% | +22,829+128.6% | Added |
| Teacher Retirement System of Texas | 39,848 | $1.65M | 0.01% | −20,554−34.0% | Reduced |
| Bryn Mawr Trust Co | 39,767 | $1.65M | 0.08% | −349−0.9% | Reduced |
| Voya Investment Management LLC | 39,542 | $1.64M | 0.00% | −930−2.3% | Reduced |
| Federated Hermes, Inc. | 39,238 | $1.62M | 0.00% | −36,456−48.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 37,360 | $1.55M | 0.00% | −628−1.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 37,000 | $1.53M | 0.03% | −41,000−52.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 36,965 | $1.53M | 0.57% | +110.0% | Added |
| Cetera Advisor Networks LLC | 36,304 | $1.50M | 0.02% | +573+1.6% | Added |
| New Mexico Educational Retirement Board | 36,200 | $1.50M | 0.08% | 00.0% | Unchanged |
| Cipher Capital LP | 35,198 | $1.46M | 0.24% | +35,198 | New |
| Teachers Retirement System of the State of Kentucky | 34,525 | $1.43M | 0.02% | +34,525 | New |
| Northwestern Mutual Investment Management Company, LLC | 34,443 | $1.43M | 0.04% | −4,096−10.6% | Reduced |
| Modera Wealth Management, LLC | 34,367 | $1.42M | 0.07% | −2,083−5.7% | Reduced |
| Haverford Trust Co | 34,294 | $1.42M | 0.02% | −3,286−8.7% | Reduced |
| State of Alaska, Department of Revenue | 33,063 | $1.37M | 0.02% | −50.0% | Reduced |
| Continuum Advisory, LLC | 32,379 | $1.34M | 0.24% | −373−1.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 32,850 | $1.33M | 0.02% | +32,850 | New |
| Bridgewater Advisors Inc. | 31,382 | $1.30M | 0.36% | +130.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 31,222 | $1.29M | 0.95% | +136+0.4% | Added |
| AE Wealth Management LLC | 30,010 | $1.24M | 0.01% | +1,445+5.1% | Added |
| Jmac Enterprises LLC | 29,213 | $1.21M | 0.34% | +248+0.9% | Added |
| ELCO Management Co., LLC | 28,771 | $1.19M | 0.95% | −705−2.4% | Reduced |
| Nissay Asset Management Corp | 28,632 | $1.19M | 0.01% | +1,861+7.0% | Added |
| Two Sigma Investments, LP | 28,539 | $1.18M | 0.00% | +28,539 | New |
| Americana Partners, LLC | 28,250 | $1.17M | 0.21% | 00.0% | Unchanged |
| Xponance, Inc. | 28,231 | $1.17M | 0.02% | +583+2.1% | Added |
| Virtue Capital Management, LLC | 27,864 | $1.15M | 0.18% | +8,301+42.4% | Added |
| Carnegie Capital Asset Management, LLC | 27,679 | $1.15M | 0.05% | −1,511−5.2% | Reduced |
| Daiwa Securities Group Inc. | 27,506 | $1.14M | 0.01% | −2,778−9.2% | Reduced |
| Virginia Retirement Systems Et Al | 27,300 | $1.13M | 0.01% | +27,300 | New |
| Cozad Asset Management Inc | 27,224 | $1.13M | 0.18% | +2,992+12.3% | Added |
| First Business Financial Services, Inc. | 26,985 | $1.12M | 0.16% | +961+3.7% | Added |
| CenterBook Partners LP | 26,456 | $1.09M | 0.21% | +3,846+17.0% | Added |
| Prudential PLC | 26,321 | $1.09M | 0.02% | +1,068+4.2% | Added |
| Blackhill Capital Inc | 26,041 | $1.08M | 0.13% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 25,877 | $1.07M | 0.06% | −161−0.6% | Reduced |
| Truist Financial Corp | 25,840 | $1.07M | 0.00% | +39+0.2% | Added |
| United Services Automobile Association | 25,793 | $1.07M | 0.03% | +1,190+4.8% | Added |
| AlphaCrest Capital Management LLC | 25,682 | $1.06M | 0.06% | +21,307+487.0% | Added |
| Toth Financial Advisory Corp | 25,109 | $1.04M | 0.19% | +835+3.4% | Added |
| British Columbia Investment Management Corp | 24,550 | $1.02M | 0.01% | −3,225−11.6% | Reduced |
| National Bank of Canada | 23,351 | $1.01M | 0.01% | +20,210+643.4% | Added |
| Natixis Advisors, L.P. | 24,378 | $1.01M | 0.00% | +4,709+23.9% | Added |
| CIBC Private Wealth Group, LLC | 24,317 | $1.01M | 0.00% | +24,317 | New |
| Bridgewater Associates, LP | 24,203 | $1.00M | 0.01% | −19,357−44.4% | Reduced |
| Rothschild Investment Corp | 23,555 | $975.0K | 0.10% | 00.0% | Unchanged |
| Whittier Trust Co | 23,133 | $957.0K | 0.02% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 23,088 | $955.0K | 0.20% | −200−0.9% | Reduced |
| Key Financial Inc | 22,934 | $949.0K | 0.45% | +103+0.5% | Added |
| Community Bank, N.A. | 22,792 | $943.0K | 0.14% | +390+1.7% | Added |
| Financial Architects, Inc | 22,721 | $940.0K | 0.16% | +22,721 | New |
| Janus Henderson Group PLC | 22,530 | $933.0K | 0.00% | +1,982+9.6% | Added |
| Jane Street Group, LLC | 22,459 | $929.0K | 0.00% | +16,555+280.4% | Added |
| Arkadios Wealth Advisors | 22,386 | $926.0K | 0.14% | −325−1.4% | Reduced |
| D.A. Davidson & Co. | 22,190 | $919.0K | 0.01% | −7,984−26.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,118 | $915.0K | 0.02% | −165−0.7% | Reduced |
| Kennedy Capital Management, Inc. | 22,106 | $915.0K | 0.03% | +290+1.3% | Added |
| Acadian Asset Management LLC | 22,116 | $915.0K | 0.01% | +22,116 | New |
| Money Concepts Capital Corp | 22,069 | $913.0K | 0.05% | +17,776+414.1% | Added |
| Glen Eagle Advisors, LLC | 22,053 | $912.5K | 0.26% | −571−2.5% | Reduced |
| Securian Asset Management, Inc | 21,776 | $901.0K | 0.03% | +786+3.7% | Added |
| Seeyond | 21,654 | $896.0K | 0.11% | −9,128−29.7% | Reduced |
| Neuberger Berman Group LLC | 21,600 | $894.0K | 0.00% | +1,377+6.8% | Added |
| Crossmark Global Holdings, Inc. | 21,433 | $887.0K | 0.02% | −290−1.3% | Reduced |
| Occudo Quantitative Strategies LP | 21,344 | $883.0K | 0.07% | −64,371−75.1% | Reduced |
| Rockefeller Capital Management L.P. | 21,340 | $882.0K | 0.00% | −7,947−27.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 21,300 | $881.0K | 0.32% | −300−1.4% | Reduced |
| Ingalls & Snyder LLC | 21,144 | $875.0K | 0.05% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 20,975 | $868.0K | 0.09% | +20,975 | New |
| Worldquant Millennium Advisors LLC | 20,969 | $868.0K | 0.02% | +20,969 | New |
| US Bancorp | 20,762 | $859.0K | 0.00% | −1,861−8.2% | Reduced |
| Bernardo Wealth Planning LLC | 20,895 | $854.0K | 0.48% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 20,616 | $853.0K | 0.04% | +1,218+6.3% | Added |
| Liberty One Investment Management, LLC | 20,225 | $837.0K | 0.14% | −2,132−9.5% | Reduced |
| KBC Group NV | 20,231 | $837.0K | 0.00% | +1,999+11.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 20,207 | $836.0K | 0.00% | +1,089+5.7% | Added |
| Boothbay Fund Management, LLC | 20,148 | $834.0K | 0.03% | +7,393+58.0% | Added |
| Wealthspire Advisors, LLC | 19,996 | $827.0K | 0.02% | +193+1.0% | Added |
| Tower Bridge Advisors | 19,748 | $817.2K | 0.07% | 00.0% | Unchanged |
| Sonen Capital LLC | 19,741 | $817.0K | 1.32% | +3,361+20.5% | Added |
| CIBC Asset Management Inc | 19,520 | $808.0K | 0.00% | +9,900+102.9% | Added |
| Standard Life Aberdeen plc | 19,184 | $794.0K | 0.00% | −763−3.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 19,145 | $792.0K | 0.15% | 00.0% | Unchanged |
| Shell Asset Management Co | 19,034 | $788.0K | 0.03% | 00.0% | Unchanged |
| TD Asset Management Inc | 18,371 | $778.0K | 0.00% | −300−1.6% | Reduced |
| Profund Advisors LLC | 18,744 | $776.0K | 0.06% | +455+2.5% | Added |
| Elo Mutual Pension Insurance Co | 18,698 | $774.0K | 0.03% | −186−1.0% | Reduced |
| Colony Family Offices, LLC | 18,635 | $771.0K | 0.33% | −52−0.3% | Reduced |
| Mitchell Sinkler & Starr | 17,880 | $740.0K | 0.29% | +2,630+17.2% | Added |
| Public Sector Pension Investment Board | 17,800 | $737.0K | 0.01% | +17,800 | New |