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 |
|---|---|---|---|---|---|
| Versor Investments LP | 22,401 | $1.07M | 0.09% | +14,969+201.4% | Added |
| Lido Advisors, LLC | 22,424 | $1.07M | 0.02% | +6,109+37.4% | Added |
| Financial Architects, Inc | 22,736 | $1.09M | 0.18% | +15+0.1% | Added |
| Neuberger Berman Group LLC | 22,824 | $1.09M | 0.00% | +1,224+5.7% | Added |
| AlphaStar Capital Management, LLC | 22,878 | $1.09M | 0.11% | +1,903+9.1% | Added |
| Kennedy Capital Management, Inc. | 22,899 | $1.09M | 0.03% | +793+3.6% | Added |
| Seeyond | 23,073 | $1.10M | 0.11% | +1,419+6.6% | Added |
| Whittier Trust Co | 23,133 | $1.10M | 0.02% | 00.0% | Unchanged |
| United Services Automobile Association | 23,522 | $1.12M | 0.03% | −2,271−8.8% | Reduced |
| Rothschild Investment Corp | 23,555 | $1.12M | 0.10% | 00.0% | Unchanged |
| Community Bank, N.A. | 23,767 | $1.13M | 0.16% | +975+4.3% | Added |
| Money Concepts Capital Corp | 23,907 | $1.14M | 0.05% | +1,838+8.3% | Added |
| CoreCommodity Management, LLC | 24,072 | $1.15M | 0.35% | +24,072 | New |
| ELCO Management Co., LLC | 24,189 | $1.15M | 0.87% | −4,582−15.9% | Reduced |
| Nordea Investment Management AB | 24,589 | $1.19M | 0.00% | +9,004+57.8% | Added |
| Janus Henderson Group PLC | 25,003 | $1.19M | 0.00% | +2,473+11.0% | Added |
| Daiwa Securities Group Inc. | 25,208 | $1.20M | 0.01% | −2,298−8.4% | Reduced |
| CIBC Private Wealth Group, LLC | 25,242 | $1.20M | 0.00% | +925+3.8% | Added |
| Truist Financial Corp | 25,289 | $1.21M | 0.00% | −551−2.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 25,542 | $1.22M | 0.00% | −11,818−31.6% | Reduced |
| Wealthcare Advisory Partners LLC | 25,783 | $1.23M | 0.06% | −94−0.4% | Reduced |
| Toth Financial Advisory Corp | 25,845 | $1.23M | 0.20% | +736+2.9% | Added |
| Blackhill Capital Inc | 26,041 | $1.24M | 0.14% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 121,875 | $1.25M | 0.06% | −10,550−8.0% | Reduced |
| Assenagon Asset Management S.A. | 26,494 | $1.26M | 0.01% | +17,812+205.2% | Added |
| Virginia Retirement Systems Et Al | 26,600 | $1.27M | 0.01% | −700−2.6% | Reduced |
| First Business Financial Services, Inc. | 27,012 | $1.29M | 0.17% | +27+0.1% | Added |
| Carnegie Capital Asset Management, LLC | 27,680 | $1.32M | 0.06% | +10.0% | Added |
| Paradigm Asset Management Co LLC | 27,700 | $1.32M | 0.37% | +24,000+648.6% | Added |
| Teacher Retirement System of Texas | 27,720 | $1.32M | 0.01% | −12,128−30.4% | Reduced |
| Jmac Enterprises LLC | 27,816 | $1.33M | 0.37% | −1,397−4.8% | Reduced |
| Nissay Asset Management Corp | 27,946 | $1.33M | 0.01% | −686−2.4% | Reduced |
| Americana Partners, LLC | 28,250 | $1.35M | 0.23% | 00.0% | Unchanged |
| Mariner, LLC | 28,324 | $1.35M | 0.00% | +12,774+82.1% | Added |
| AE Wealth Management LLC | 28,561 | $1.36M | 0.01% | −1,449−4.8% | Reduced |
| Haverford Trust Co | 28,669 | $1.37M | 0.02% | −5,625−16.4% | Reduced |
| Natixis Advisors, L.P. | 28,723 | $1.37M | 0.01% | +4,345+17.8% | Added |
| Jane Street Group, LLC | 28,746 | $1.37M | 0.00% | +6,287+28.0% | Added |
| Stock Yards Bank & Trust Co | 28,984 | $1.38M | 0.05% | +15,151+109.5% | Added |
| Virtue Capital Management, LLC | 30,581 | $1.46M | 0.22% | +2,717+9.8% | Added |
| Godshalk Welsh Capital Management, Inc. | 30,711 | $1.47M | 1.07% | −511−1.6% | Reduced |
| Bridgewater Advisors Inc. | 31,358 | $1.50M | 0.36% | −24−0.1% | Reduced |
| Xponance, Inc. | 31,669 | $1.51M | 0.02% | +3,438+12.2% | Added |
| Modera Wealth Management, LLC | 32,106 | $1.53M | 0.06% | −2,261−6.6% | Reduced |
| Continuum Advisory, LLC | 32,379 | $1.55M | 0.28% | 00.0% | Unchanged |
| Andra AP-fonden | 32,800 | $1.57M | 0.05% | −26,300−44.5% | Reduced |
| Kestra Advisory Services, LLC | 32,858 | $1.57M | 0.01% | −14,815−31.1% | Reduced |
| State of Alaska, Department of Revenue | 33,408 | $1.59M | 0.02% | +345+1.0% | Added |
| Cozad Asset Management Inc | 33,468 | $1.60M | 0.22% | +6,244+22.9% | Added |
| Manchester Capital Management LLC | 34,827 | $1.66M | 0.24% | +20,994+151.8% | Added |
| CI Private Wealth, LLC | 35,010 | $1.67M | 0.01% | +35,010 | New |
| Federated Hermes, Inc. | 35,831 | $1.71M | 0.00% | −3,407−8.7% | Reduced |
| New Mexico Educational Retirement Board | 36,200 | $1.73M | 0.09% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 36,359 | $1.74M | 0.03% | +22,434+161.1% | Added |
| Cetera Advisor Networks LLC | 36,379 | $1.74M | 0.01% | +75+0.2% | Added |
| Bryn Mawr Trust Co | 37,314 | $1.78M | 0.08% | −2,453−6.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 38,225 | $1.82M | 0.02% | +3,700+10.7% | Added |
| Voya Investment Management LLC | 39,278 | $1.87M | 0.00% | −264−0.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 39,719 | $1.90M | 0.68% | +2,754+7.5% | Added |
| Utah Retirement Systems | 40,898 | $1.95M | 0.03% | −400−1.0% | Reduced |
| Mercer Global Advisors Inc | 41,013 | $1.96M | 0.01% | −3,103−7.0% | Reduced |
| Sargent Bickham Lagudis LLC | 41,996 | $2.00M | 0.16% | −345−0.8% | Reduced |
| Gulf International Bank (UK) Ltd | 42,045 | $2.01M | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 43,345 | $2.07M | 0.31% | −1,616−3.6% | Reduced |
| TFG Advisers LLC | 44,606 | $2.13M | 1.09% | +82+0.2% | Added |
| First Personal Financial Services | 45,234 | $2.16M | 0.58% | +1,610+3.7% | Added |
| STRS Ohio | 45,450 | $2.17M | 0.01% | −601−1.3% | Reduced |
| Trillium Asset Management, LLC | 45,561 | $2.17M | 0.07% | −2,487−5.2% | Reduced |
| Creative Planning | 45,690 | $2.18M | 0.00% | +2,501+5.8% | Added |
| Envestnet Asset Management Inc | 45,837 | $2.19M | 0.00% | −387−0.8% | Reduced |
| Greenland Capital Management LP | 47,000 | $2.24M | 0.41% | +47,000 | New |
| Prudential PLC | 47,463 | $2.27M | 0.03% | +21,142+80.3% | Added |
| Walleye Capital LLC | 48,218 | $2.30M | 0.05% | +48,218 | New |
| Cbre Clarion Securities LLC | 49,317 | $2.35M | 0.04% | −700,751−93.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 49,597 | $2.37M | 0.49% | 00.0% | Unchanged |
| Tredje AP-fonden | 50,349 | $2.40M | 0.04% | +1,471+3.0% | Added |
| Bessemer Group Inc | 50,963 | $2.43M | 0.01% | +230+0.5% | Added |
| Pacer Advisors, Inc. | 51,066 | $2.44M | 0.01% | +51,066 | New |
| Panagora Asset Management Inc | 53,169 | $2.54M | 0.02% | −3,825−6.7% | Reduced |
| Forsta Ap-Fonden | 53,600 | $2.56M | 0.03% | −133,700−71.4% | Reduced |
| Gibson Wealth Advisors LLC | 57,015 | $2.58M | 0.05% | +56,110+6,200.0% | Added |
| Glenmede Trust Co NA | 54,559 | $2.60M | 0.02% | +11,917+27.9% | Added |
| Jacobi Capital Management LLC | 54,873 | $2.62M | 0.33% | +1,065+2.0% | Added |
| Addison Capital Co | 55,026 | $2.63M | 1.67% | −500−0.9% | Reduced |
| La Banque Postale Asset Management SA | 55,271 | $2.64M | 0.08% | +55,271 | New |
| YHB Investment Advisors, Inc. | 56,033 | $2.67M | 0.28% | −158−0.3% | Reduced |
| Baird Financial Group, Inc. | 56,098 | $2.68M | 0.01% | +7,857+16.3% | Added |
| Cullen/Frost Bankers, Inc. | 56,701 | $2.71M | 0.05% | +6,576+13.1% | Added |
| Korea Investment CORP | 57,098 | $2.73M | 0.01% | −19,253−25.2% | Reduced |
| Nomura Asset Management Co Ltd | 57,810 | $2.76M | 0.02% | +920+1.6% | Added |
| Van Eck Associates Corp | 58,458 | $2.79M | 0.01% | +9,076+18.4% | Added |
| Banque Pictet & Cie SA | 58,841 | $2.81M | 0.03% | +4,732+8.7% | Added |
| State of Michigan Retirement System | 60,771 | $2.90M | 0.02% | +700+1.2% | Added |
| Nisa Investment Advisors, LLC | 61,294 | $2.93M | 0.02% | −3,000−4.7% | Reduced |
| Candriam Luxembourg S.C.A. | 61,656 | $2.94M | 0.02% | +5,037+8.9% | Added |
| Arcadia Investment Management Corp | 61,917 | $2.96M | 0.69% | −2,459−3.8% | Reduced |
| Radnor Capital Management, LLC | 61,984 | $3.02M | 0.74% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 63,390 | $3.03M | 0.01% | −5,134−7.5% | Reduced |
| Louisiana State Employees Retirement System | 63,900 | $3.05M | 0.08% | +500+0.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 67,000 | $3.20M | 0.05% | +30,000+81.1% | Added |