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 |
|---|---|---|---|---|---|
| Aviva PLC | 362,308 | $17.3M | 0.09% | +135,515+59.8% | Added |
| Wells Fargo & Company | 363,886 | $17.4M | 0.01% | −4,676−1.3% | Reduced |
| Credit Suisse AG | 365,298 | $17.4M | 0.02% | +40,316+12.4% | Added |
| American International Group, Inc. | 371,662 | $17.7M | 0.12% | −4,603−1.2% | Reduced |
| Ameriprise Financial Inc | 371,770 | $17.7M | 0.01% | +1,554+0.4% | Added |
| Millennium Management LLC | 412,408 | $19.7M | 0.02% | −800,173−66.0% | Reduced |
| Thematics Asset Management | 441,790 | $21.1M | 1.28% | +441,790 | New |
| Public Employees Retirement Association of Colorado | 447,536 | $21.4M | 0.12% | +3,132+0.7% | Added |
| JPMorgan Chase & Co | 469,968 | $22.4M | 0.00% | −28,120−5.6% | Reduced |
| California State Teachers Retirement System | 475,349 | $22.7M | 0.04% | +14,118+3.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 475,769 | $22.7M | 0.19% | +58,784+14.1% | Added |
| Alliancebernstein L.P. | 481,976 | $23.0M | 0.01% | +108,022+28.9% | Added |
| Gabelli Funds LLC | 504,500 | $24.1M | 0.19% | −450−0.1% | Reduced |
| California Public Employees Retirement System | 513,351 | $24.5M | 0.02% | −13,676−2.6% | Reduced |
| New York State Common Retirement Fund | 527,128 | $25.2M | 0.03% | −23,903−4.3% | Reduced |
| AQR Capital Management LLC | 545,676 | $26.0M | 0.06% | −75,710−12.2% | Reduced |
| Allianz Asset Management GmbH | 560,268 | $26.7M | 0.06% | −16,534−2.9% | Reduced |
| Bank of America Corp | 607,741 | $29.0M | 0.00% | +10,318+1.7% | Added |
| FMR LLC | 630,256 | $30.1M | 0.00% | −161,816−20.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 652,202 | $31.1M | 0.02% | +2,644+0.4% | Added |
| Rhumbline Advisers | 707,282 | $33.8M | 0.05% | +8,095+1.2% | Added |
| ProShare Advisors LLC | 806,033 | $38.5M | 0.14% | +255,946+46.5% | Added |
| Nuveen Asset Management, LLC | 846,586 | $40.4M | 0.02% | −66,306−7.3% | Reduced |
| Deutsche Bank AG | 856,997 | $40.9M | 0.02% | +119,140+16.1% | Added |
| Great West Life Assurance Co | 908,880 | $43.6M | 0.11% | −6,164−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 994,290 | $47.5M | 0.25% | +70,447+7.6% | Added |
| Swiss National Bank | 1,012,300 | $48.3M | 0.03% | −66,586−6.2% | Reduced |
| Dimensional Fund Advisors LP | 1,082,971 | $51.7M | 0.02% | −27,489−2.5% | Reduced |
| Principal Financial Group Inc | 1,096,657 | $52.3M | 0.04% | −1,790−0.2% | Reduced |
| Personal Capital Advisors Corp | 1,123,224 | $53.6M | 0.26% | +30,341+2.8% | Added |
| First Trust Advisors LP | 1,140,924 | $54.5M | 0.06% | −41,766−3.5% | Reduced |
| Brookfield Asset Management Inc. | 1,183,769 | $56.5M | 0.21% | +4,080+0.3% | Added |
| Macquarie Group Ltd | 1,590,973 | $59.0M | 0.07% | +432,924+37.4% | Added |
| Kames Capital plc | 1,308,012 | $62.4M | 1.13% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,347,575 | $64.3M | 0.07% | +1,171,953+667.3% | Added |
| UBS Asset Management Americas Inc | 1,388,679 | $66.3M | 0.03% | +57,474+4.3% | Added |
| Goldman Sachs Group Inc | 1,499,089 | $71.6M | 0.02% | −266,505−15.1% | Reduced |
| Tandem Investment Advisors, Inc. | 1,551,921 | $74.1M | 3.82% | +51,507+3.4% | Added |
| Charles Schwab Investment Management Inc | 1,646,573 | $78.6M | 0.03% | +52,728+3.3% | Added |
| Cohen & Steers, Inc. | 1,671,321 | $79.8M | 0.18% | −28,327−1.7% | Reduced |
| Morgan Stanley | 2,010,367 | $96.0M | 0.01% | +507,479+33.8% | Added |
| Zimmer Partners, LP | 2,054,400 | $98.1M | 1.97% | +949,400+85.9% | Added |
| Franklin Resources Inc | 2,302,522 | $109.9M | 0.06% | +52,391+2.3% | Added |
| Duff & Phelps Investment Management Co | 2,471,958 | $118.0M | 1.43% | +163,350+7.1% | Added |
| Legal & General Group Plc | 2,553,360 | $121.9M | 0.05% | +115,513+4.7% | Added |
| Bank of New York Mellon Corp | 2,826,351 | $134.9M | 0.03% | −17,725−0.6% | Reduced |
| Geode Capital Management, LLC | 3,267,412 | $155.8M | 0.02% | +160,209+5.2% | Added |
| Northern Trust Corp | 3,351,557 | $160.0M | 0.03% | +214,867+6.9% | Added |
| Invesco Ltd. | 3,918,339 | $187.0M | 0.05% | +402,426+11.4% | Added |
| Norges Bank | 4,326,276 | $206.5M | 0.05% | −631,399−12.7% | Reduced |
| Impax Asset Management Group plc | 4,449,350 | $212.4M | 0.95% | −57,424−1.3% | Reduced |
| Pictet Asset Management SA | 5,684,744 | $271.3M | 0.39% | −131,760−2.3% | Reduced |
| Amundi | 6,020,228 | $289.3M | 0.16% | +516,365+9.4% | Added |
| State Street Corp | 14,789,545 | $705.9M | 0.04% | +1,494,016+11.2% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $1.03B | 1.83% | 00.0% | Unchanged |
| Vanguard Group Inc | 26,801,670 | $1.28B | 0.03% | +477,107+1.8% | Added |
| BlackRock Inc. | 29,552,779 | $1.41B | 0.04% | +1,926,283+7.0% | Added |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −708,649−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −645,930−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −319,707−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −267,609−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −231,390−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −111,449−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −102,688−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −83,112−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −76,993−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −69,586−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −67,451−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −56,041−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −49,994−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −47,897−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −44,562−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −42,141−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −35,198−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −32,850−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −28,539−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −25,682−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −20,969−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −20,616−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −20,148−100.0% | Sold out |
| Taylor Hoffman Wealth Management | 0 | $0 | 0.00% | −17,695−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −17,065−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −15,948−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −15,780−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −12,690−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −11,570−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −11,074−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,960−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −9,717−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,377−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −8,850−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −8,469−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,157−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −6,779−100.0% | Sold out |
| Cannell Peter B & Co Inc | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −6,048−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −5,763−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −5,710−100.0% | Sold out |