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, Q4 2022
Institutional positions in Essential Utilities, Inc. as of Dec 31, 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
- 657
- +28 vs. Q3 2022
- Shares held
- 193.2M
- +4.61M (+2.4%) vs. Q3 2022
- Total value
- $9.21B
- +$1.40B (+17.9%) vs. Q3 2022
- New holders
- 99
- 220 more added
- Sold out
- 71
- 200 more reduced
8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 29,552,779 | $1.41B | 0.04% | +1,926,283+7.0% | Added |
| Vanguard Group Inc | 26,801,670 | $1.28B | 0.03% | +477,107+1.8% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $1.03B | 1.83% | 00.0% | Unchanged |
| State Street Corp | 14,789,545 | $705.9M | 0.04% | +1,494,016+11.2% | Added |
| Amundi | 6,020,228 | $289.3M | 0.16% | +516,365+9.4% | Added |
| Pictet Asset Management SA | 5,684,744 | $271.3M | 0.39% | −131,760−2.3% | Reduced |
| Impax Asset Management Group plc | 4,449,350 | $212.4M | 0.95% | −57,424−1.3% | Reduced |
| Norges Bank | 4,326,276 | $206.5M | 0.05% | −631,399−12.7% | Reduced |
| Invesco Ltd. | 3,918,339 | $187.0M | 0.05% | +402,426+11.4% | Added |
| Northern Trust Corp | 3,351,557 | $160.0M | 0.03% | +214,867+6.9% | Added |
| Geode Capital Management, LLC | 3,267,412 | $155.8M | 0.02% | +160,209+5.2% | Added |
| Bank of New York Mellon Corp | 2,826,351 | $134.9M | 0.03% | −17,725−0.6% | Reduced |
| Legal & General Group Plc | 2,553,360 | $121.9M | 0.05% | +115,513+4.7% | Added |
| Duff & Phelps Investment Management Co | 2,471,958 | $118.0M | 1.43% | +163,350+7.1% | Added |
| Franklin Resources Inc | 2,302,522 | $109.9M | 0.06% | +52,391+2.3% | Added |
| Zimmer Partners, LP | 2,054,400 | $98.1M | 1.97% | +949,400+85.9% | Added |
| Morgan Stanley | 2,010,367 | $96.0M | 0.01% | +507,479+33.8% | Added |
| Cohen & Steers, Inc. | 1,671,321 | $79.8M | 0.18% | −28,327−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,646,573 | $78.6M | 0.03% | +52,728+3.3% | Added |
| Tandem Investment Advisors, Inc. | 1,551,921 | $74.1M | 3.82% | +51,507+3.4% | Added |
| Goldman Sachs Group Inc | 1,499,089 | $71.6M | 0.02% | −266,505−15.1% | Reduced |
| UBS Asset Management Americas Inc | 1,388,679 | $66.3M | 0.03% | +57,474+4.3% | Added |
| Citadel Advisors LLC | 1,347,575 | $64.3M | 0.07% | +1,171,953+667.3% | Added |
| Kames Capital plc | 1,308,012 | $62.4M | 1.13% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,590,973 | $59.0M | 0.07% | +432,924+37.4% | Added |
| Brookfield Asset Management Inc. | 1,183,769 | $56.5M | 0.21% | +4,080+0.3% | Added |
| First Trust Advisors LP | 1,140,924 | $54.5M | 0.06% | −41,766−3.5% | Reduced |
| Personal Capital Advisors Corp | 1,123,224 | $53.6M | 0.26% | +30,341+2.8% | Added |
| Principal Financial Group Inc | 1,096,657 | $52.3M | 0.04% | −1,790−0.2% | Reduced |
| Dimensional Fund Advisors LP | 1,082,971 | $51.7M | 0.02% | −27,489−2.5% | Reduced |
| Swiss National Bank | 1,012,300 | $48.3M | 0.03% | −66,586−6.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 994,290 | $47.5M | 0.25% | +70,447+7.6% | Added |
| Great West Life Assurance Co | 908,880 | $43.6M | 0.11% | −6,164−0.7% | Reduced |
| Deutsche Bank AG | 856,997 | $40.9M | 0.02% | +119,140+16.1% | Added |
| Nuveen Asset Management, LLC | 846,586 | $40.4M | 0.02% | −66,306−7.3% | Reduced |
| ProShare Advisors LLC | 806,033 | $38.5M | 0.14% | +255,946+46.5% | Added |
| Rhumbline Advisers | 707,282 | $33.8M | 0.05% | +8,095+1.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 652,202 | $31.1M | 0.02% | +2,644+0.4% | Added |
| FMR LLC | 630,256 | $30.1M | 0.00% | −161,816−20.4% | Reduced |
| Bank of America Corp | 607,741 | $29.0M | 0.00% | +10,318+1.7% | Added |
| Allianz Asset Management GmbH | 560,268 | $26.7M | 0.06% | −16,534−2.9% | Reduced |
| AQR Capital Management LLC | 545,676 | $26.0M | 0.06% | −75,710−12.2% | Reduced |
| New York State Common Retirement Fund | 527,128 | $25.2M | 0.03% | −23,903−4.3% | Reduced |
| California Public Employees Retirement System | 513,351 | $24.5M | 0.02% | −13,676−2.6% | Reduced |
| Gabelli Funds LLC | 504,500 | $24.1M | 0.19% | −450−0.1% | Reduced |
| Alliancebernstein L.P. | 481,976 | $23.0M | 0.01% | +108,022+28.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 475,769 | $22.7M | 0.19% | +58,784+14.1% | Added |
| California State Teachers Retirement System | 475,349 | $22.7M | 0.04% | +14,118+3.1% | Added |
| JPMorgan Chase & Co | 469,968 | $22.4M | 0.00% | −28,120−5.6% | Reduced |
| Public Employees Retirement Association of Colorado | 447,536 | $21.4M | 0.12% | +3,132+0.7% | Added |
| Thematics Asset Management | 441,790 | $21.1M | 1.28% | +441,790 | New |
| Millennium Management LLC | 412,408 | $19.7M | 0.02% | −800,173−66.0% | Reduced |
| Ameriprise Financial Inc | 371,770 | $17.7M | 0.01% | +1,554+0.4% | Added |
| American International Group, Inc. | 371,662 | $17.7M | 0.12% | −4,603−1.2% | Reduced |
| Credit Suisse AG | 365,298 | $17.4M | 0.02% | +40,316+12.4% | Added |
| Wells Fargo & Company | 363,886 | $17.4M | 0.01% | −4,676−1.3% | Reduced |
| Aviva PLC | 362,308 | $17.3M | 0.09% | +135,515+59.8% | Added |
| Retirement Systems of Alabama | 358,693 | $17.1M | 0.07% | +2,377+0.7% | Added |
| UBS Group AG | 354,201 | $16.9M | 0.01% | +66,517+23.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 348,786 | $16.6M | 0.24% | +348,786 | New |
| Royal Bank of Canada | 347,796 | $16.6M | 0.01% | +28,390+8.9% | Added |
| Victory Capital Management Inc | 347,753 | $16.6M | 0.02% | +28,841+9.0% | Added |
| Gradient Investments LLC | 325,001 | $15.5M | 0.49% | +18,595+6.1% | Added |
| APG Asset Management N.V. | 324,563 | $15.5M | 0.03% | +13,241+4.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 323,354 | $15.4M | 0.04% | +143,495+79.8% | Added |
| New York State Teachers Retirement System | 294,291 | $14.0M | 0.03% | +700+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 290,104 | $13.8M | 0.05% | +27,525+10.5% | Added |
| Nuance Investments, LLC | 281,329 | $13.4M | 0.28% | −30,976−9.9% | Reduced |
| Commonwealth Equity Services, LLC | 277,543 | $13.2M | 0.03% | +354+0.1% | Added |
| State Board of Administration of Florida Retirement System | 275,405 | $13.1M | 0.03% | −9,560−3.4% | Reduced |
| DekaBank Deutsche Girozentrale | 270,271 | $12.8M | 0.03% | +11,180+4.3% | Added |
| Natixis | 251,839 | $12.0M | 0.07% | +89,622+55.2% | Added |
| Raymond James & Associates | 241,197 | $11.5M | 0.01% | −2,450−1.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 237,370 | $11.3M | 0.01% | +7,411+3.2% | Added |
| First Manhattan Co | 236,520 | $11.3M | 0.04% | +1,374+0.6% | Added |
| AXA S.A. | 215,774 | $10.3M | 0.04% | −39,378−15.4% | Reduced |
| Barclays PLC | 201,744 | $9.63M | 0.01% | +32,524+19.2% | Added |
| Cambridge Trust Co | 201,338 | $9.61M | 0.43% | −247−0.1% | Reduced |
| State of Wisconsin Investment Board | 200,833 | $9.59M | 0.03% | +59,169+41.8% | Added |
| Covea Finance | 197,507 | $9.43M | 0.47% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 195,943 | $9.35M | 0.12% | +4,475+2.3% | Added |
| The PNC Financial Services Group, Inc. | 194,445 | $9.28M | 0.01% | −499−0.3% | Reduced |
| Point72 Asset Management, L.P. | 192,911 | $9.21M | 0.03% | −17,900−8.5% | Reduced |
| Manufacturers Life Insurance Company, The | 190,088 | $9.07M | 0.01% | −1,793−0.9% | Reduced |
| Hennessy Advisors Inc | 189,100 | $9.03M | 0.59% | −16,300−7.9% | Reduced |
| Bank of Montreal | 186,429 | $8.97M | 0.01% | −276−0.1% | Reduced |
| Swedbank AB | 187,775 | $8.96M | 0.02% | +1,100+0.6% | Added |
| Cambiar Investors LLC | 187,671 | $8.96M | 0.41% | −12,349−6.2% | Reduced |
| Magellan Asset Management Ltd | 184,370 | $8.80M | 0.08% | −7,369−3.8% | Reduced |
| Amalgamated Bank | 173,847 | $8.30M | 0.07% | −1,122−0.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 171,732 | $8.25M | 0.99% | −516−0.3% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 165,835 | $7.92M | 0.12% | −440.0% | Reduced |
| Texas Permanent School Fund | 160,465 | $7.66M | 0.12% | −11,047−6.4% | Reduced |
| Janney Montgomery Scott LLC | 159,754 | $7.63M | 0.03% | −4,268−2.6% | Reduced |
| Coann Capital LLC | 157,623 | $7.52M | 3.58% | +157,623 | New |
| Wills Financial Group, Inc. | 153,550 | $7.33M | 4.17% | −1,883−1.2% | Reduced |
| MetLife Investment Management | 150,129 | $7.17M | 0.05% | −2,882−1.9% | Reduced |
| Stifel Financial Corp | 141,181 | $6.74M | 0.01% | −14,526−9.3% | Reduced |
| State of New Jersey Common Pension Fund D | 138,298 | $6.60M | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 137,455 | $6.56M | 0.01% | −12,674−8.4% | Reduced |