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 |
|---|---|---|---|---|---|
| DnB Asset Management AS | 67,267 | $3.21M | 0.02% | +6,503+10.7% | Added |
| Texas Yale Capital Corp. | 67,354 | $3.21M | 0.18% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 68,457 | $3.27M | 0.05% | −15,522−18.5% | Reduced |
| Oregon Public Employees Retirement Fund | 69,728 | $3.33M | 0.04% | +124+0.2% | Added |
| Arizona State Retirement System | 70,499 | $3.36M | 0.03% | +2,141+3.1% | Added |
| Ensign Peak Advisors, Inc | 70,860 | $3.38M | 0.01% | −35,350−33.3% | Reduced |
| Stephens Inc | 71,057 | $3.39M | 0.07% | −1,796−2.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 71,845 | $3.43M | 0.01% | −5,952−7.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 72,583 | $3.46M | 0.95% | −266−0.4% | Reduced |
| M&T Bank Corp | 72,623 | $3.47M | 0.01% | −4,605−6.0% | Reduced |
| Toronto Dominion Bank | 72,797 | $3.47M | 0.01% | +19,131+35.6% | Added |
| Coston, McIsaac & Partners | 74,066 | $3.54M | 1.38% | +6,926+10.3% | Added |
| Benedict Financial Advisors Inc | 74,479 | $3.55M | 1.06% | −111−0.1% | Reduced |
| Acadian Asset Management LLC | 74,804 | $3.57M | 0.02% | +52,688+238.2% | Added |
| Maryland State Retirement & Pension System | 75,915 | $3.62M | 0.11% | +58,847+344.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 79,166 | $3.78M | 0.02% | +1,843+2.4% | Added |
| Costello Asset Management, INC | 79,695 | $3.80M | 3.43% | +100.0% | Added |
| South Dakota Investment Council | 79,995 | $3.82M | 0.09% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 79,964 | $3.85M | 0.01% | +8,772+12.3% | Added |
| Clear Harbor Asset Management, LLC | 89,245 | $4.26M | 0.53% | +107+0.1% | Added |
| Thrivent Financial for Lutherans | 90,418 | $4.32M | 0.01% | −6,943−7.1% | Reduced |
| Navellier & Associates Inc | 92,476 | $4.41M | 0.90% | +7,766+9.2% | Added |
| Advisor Group Holdings, Inc. | 93,944 | $4.49M | 0.01% | −1,130−1.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 95,141 | $4.54M | 1.54% | +1,536+1.6% | Added |
| State of Tennessee, Treasury Department | 95,371 | $4.55M | 0.02% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 95,674 | $4.57M | 0.03% | +17,999+23.2% | Added |
| LPL Financial LLC | 98,213 | $4.69M | 0.00% | +2,356+2.5% | Added |
| BLB&B Advisors, LLC | 98,521 | $4.70M | 0.36% | −2,647−2.6% | Reduced |
| NewSquare Capital LLC | 99,704 | $4.76M | 0.59% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 100,136 | $4.78M | 0.03% | +75,933+313.7% | Added |
| AdvisorNet Financial, Inc | 101,324 | $4.84M | 0.48% | +938+0.9% | Added |
| Treasurer of the State of North Carolina | 103,848 | $4.96M | 0.03% | +1,430+1.4% | Added |
| Price T Rowe Associates Inc | 104,259 | $4.98M | 0.00% | −4,112−3.8% | Reduced |
| Man Group plc | 104,299 | $4.98M | 0.02% | −9,417−8.3% | Reduced |
| Pendal Group Limited | 105,045 | $5.01M | 0.04% | +36,164+52.5% | Added |
| Silver Lake Advisory, LLC | 105,986 | $5.06M | 3.08% | +2,229+2.1% | Added |
| Comerica Bank | 105,686 | $5.10M | 0.04% | −1,585−1.5% | Reduced |
| Brown Advisory Inc | 107,725 | $5.14M | 0.01% | −2,513−2.3% | Reduced |
| Cinctive Capital Management LP | 109,052 | $5.21M | 0.27% | +109,052 | New |
| Citigroup Inc | 110,000 | $5.25M | 0.01% | −62,635−36.3% | Reduced |
| Asset Management One Co.,Ltd. | 111,108 | $5.38M | 0.03% | +4,043+3.8% | Added |
| Prudential Financial Inc | 115,763 | $5.53M | 0.01% | −346,948−75.0% | Reduced |
| Ameritas Investment Partners, Inc. | 117,711 | $5.54M | 0.22% | +6,681+6.0% | Added |
| Russell Investments Group, Ltd. | 116,058 | $5.55M | 0.01% | +1,653+1.4% | Added |
| Mn Services Vermogensbeheer B.V. | 117,300 | $5.60M | 0.06% | −13,800−10.5% | Reduced |
| Vontobel Holding Ltd. | 117,505 | $5.62M | 0.06% | +9,583+8.9% | Added |
| Farmers Trust Co | 118,525 | $5.66M | 1.27% | −237−0.2% | Reduced |
| First National Corp | 123,322 | $5.89M | 1.46% | +4,893+4.1% | Added |
| Boenning & Scattergood, Inc. | 115,467 | $5.90M | 0.95% | +5,408+4.9% | Added |
| Yousif Capital Management, LLC | 123,783 | $5.91M | 0.08% | +2,470+2.0% | Added |
| Susquehanna Fundamental Investments, LLC | 124,623 | $5.95M | 0.10% | +66,958+116.1% | Added |
| Guggenheim Capital LLC | 126,460 | $6.04M | 0.05% | +6,260+5.2% | Added |
| Susquehanna International Group, LLP | 128,276 | $6.12M | 0.01% | +118,099+1,160.5% | Added |
| First National Bank & Trust Co of Newtown | 128,677 | $6.14M | 1.39% | +290+0.2% | Added |
| Public Employees Retirement System of Ohio | 130,685 | $6.24M | 0.03% | +2,291+1.8% | Added |
| Tortoise Index Solutions, LLC | 48,521 | $6.30M | 2.22% | −1,122−2.3% | Reduced |
| HM Payson & Co | 134,329 | $6.41M | 0.16% | −800−0.6% | Reduced |
| SEI Investments Co | 137,455 | $6.56M | 0.01% | −12,674−8.4% | Reduced |
| State of New Jersey Common Pension Fund D | 138,298 | $6.60M | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 141,181 | $6.74M | 0.01% | −14,526−9.3% | Reduced |
| MetLife Investment Management | 150,129 | $7.17M | 0.05% | −2,882−1.9% | Reduced |
| Wills Financial Group, Inc. | 153,550 | $7.33M | 4.17% | −1,883−1.2% | Reduced |
| Coann Capital LLC | 157,623 | $7.52M | 3.58% | +157,623 | New |
| Janney Montgomery Scott LLC | 159,754 | $7.63M | 0.03% | −4,268−2.6% | Reduced |
| Texas Permanent School Fund | 160,465 | $7.66M | 0.12% | −11,047−6.4% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 165,835 | $7.92M | 0.12% | −440.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 171,732 | $8.25M | 0.99% | −516−0.3% | Reduced |
| Amalgamated Bank | 173,847 | $8.30M | 0.07% | −1,122−0.6% | Reduced |
| Magellan Asset Management Ltd | 184,370 | $8.80M | 0.08% | −7,369−3.8% | Reduced |
| Cambiar Investors LLC | 187,671 | $8.96M | 0.41% | −12,349−6.2% | Reduced |
| Swedbank AB | 187,775 | $8.96M | 0.02% | +1,100+0.6% | Added |
| Bank of Montreal | 186,429 | $8.97M | 0.01% | −276−0.1% | Reduced |
| Hennessy Advisors Inc | 189,100 | $9.03M | 0.59% | −16,300−7.9% | Reduced |
| Manufacturers Life Insurance Company, The | 190,088 | $9.07M | 0.01% | −1,793−0.9% | Reduced |
| Point72 Asset Management, L.P. | 192,911 | $9.21M | 0.03% | −17,900−8.5% | Reduced |
| The PNC Financial Services Group, Inc. | 194,445 | $9.28M | 0.01% | −499−0.3% | Reduced |
| Mutual of America Capital Management LLC | 195,943 | $9.35M | 0.12% | +4,475+2.3% | Added |
| Covea Finance | 197,507 | $9.43M | 0.47% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 200,833 | $9.59M | 0.03% | +59,169+41.8% | Added |
| Cambridge Trust Co | 201,338 | $9.61M | 0.43% | −247−0.1% | Reduced |
| Barclays PLC | 201,744 | $9.63M | 0.01% | +32,524+19.2% | Added |
| AXA S.A. | 215,774 | $10.3M | 0.04% | −39,378−15.4% | Reduced |
| First Manhattan Co | 236,520 | $11.3M | 0.04% | +1,374+0.6% | Added |
| T. Rowe Price Investment Management, Inc. | 237,370 | $11.3M | 0.01% | +7,411+3.2% | Added |
| Raymond James & Associates | 241,197 | $11.5M | 0.01% | −2,450−1.0% | Reduced |
| Natixis | 251,839 | $12.0M | 0.07% | +89,622+55.2% | Added |
| DekaBank Deutsche Girozentrale | 270,271 | $12.8M | 0.03% | +11,180+4.3% | Added |
| State Board of Administration of Florida Retirement System | 275,405 | $13.1M | 0.03% | −9,560−3.4% | Reduced |
| Commonwealth Equity Services, LLC | 277,543 | $13.2M | 0.03% | +354+0.1% | Added |
| Nuance Investments, LLC | 281,329 | $13.4M | 0.28% | −30,976−9.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 290,104 | $13.8M | 0.05% | +27,525+10.5% | Added |
| New York State Teachers Retirement System | 294,291 | $14.0M | 0.03% | +700+0.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 323,354 | $15.4M | 0.04% | +143,495+79.8% | Added |
| APG Asset Management N.V. | 324,563 | $15.5M | 0.03% | +13,241+4.3% | Added |
| Gradient Investments LLC | 325,001 | $15.5M | 0.49% | +18,595+6.1% | Added |
| Victory Capital Management Inc | 347,753 | $16.6M | 0.02% | +28,841+9.0% | Added |
| Royal Bank of Canada | 347,796 | $16.6M | 0.01% | +28,390+8.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 348,786 | $16.6M | 0.24% | +348,786 | New |
| UBS Group AG | 354,201 | $16.9M | 0.01% | +66,517+23.1% | Added |
| Retirement Systems of Alabama | 358,693 | $17.1M | 0.07% | +2,377+0.7% | Added |