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 |
|---|---|---|---|---|---|
| HM Payson & Co | 134,329 | $6.41M | 0.16% | −800−0.6% | Reduced |
| Tortoise Index Solutions, LLC | 48,521 | $6.30M | 2.22% | −1,122−2.3% | Reduced |
| Public Employees Retirement System of Ohio | 130,685 | $6.24M | 0.03% | +2,291+1.8% | Added |
| First National Bank & Trust Co of Newtown | 128,677 | $6.14M | 1.39% | +290+0.2% | Added |
| Susquehanna International Group, LLP | 128,276 | $6.12M | 0.01% | +118,099+1,160.5% | Added |
| Guggenheim Capital LLC | 126,460 | $6.04M | 0.05% | +6,260+5.2% | Added |
| Susquehanna Fundamental Investments, LLC | 124,623 | $5.95M | 0.10% | +66,958+116.1% | Added |
| Yousif Capital Management, LLC | 123,783 | $5.91M | 0.08% | +2,470+2.0% | Added |
| Boenning & Scattergood, Inc. | 115,467 | $5.90M | 0.95% | +5,408+4.9% | Added |
| First National Corp | 123,322 | $5.89M | 1.46% | +4,893+4.1% | Added |
| Farmers Trust Co | 118,525 | $5.66M | 1.27% | −237−0.2% | Reduced |
| Vontobel Holding Ltd. | 117,505 | $5.62M | 0.06% | +9,583+8.9% | Added |
| Mn Services Vermogensbeheer B.V. | 117,300 | $5.60M | 0.06% | −13,800−10.5% | Reduced |
| Russell Investments Group, Ltd. | 116,058 | $5.55M | 0.01% | +1,653+1.4% | Added |
| Ameritas Investment Partners, Inc. | 117,711 | $5.54M | 0.22% | +6,681+6.0% | Added |
| Prudential Financial Inc | 115,763 | $5.53M | 0.01% | −346,948−75.0% | Reduced |
| Asset Management One Co.,Ltd. | 111,108 | $5.38M | 0.03% | +4,043+3.8% | Added |
| Citigroup Inc | 110,000 | $5.25M | 0.01% | −62,635−36.3% | Reduced |
| Cinctive Capital Management LP | 109,052 | $5.21M | 0.27% | +109,052 | New |
| Brown Advisory Inc | 107,725 | $5.14M | 0.01% | −2,513−2.3% | Reduced |
| Comerica Bank | 105,686 | $5.10M | 0.04% | −1,585−1.5% | Reduced |
| Silver Lake Advisory, LLC | 105,986 | $5.06M | 3.08% | +2,229+2.1% | Added |
| Pendal Group Limited | 105,045 | $5.01M | 0.04% | +36,164+52.5% | Added |
| Man Group plc | 104,299 | $4.98M | 0.02% | −9,417−8.3% | Reduced |
| Price T Rowe Associates Inc | 104,259 | $4.98M | 0.00% | −4,112−3.8% | Reduced |
| Treasurer of the State of North Carolina | 103,848 | $4.96M | 0.03% | +1,430+1.4% | Added |
| AdvisorNet Financial, Inc | 101,324 | $4.84M | 0.48% | +938+0.9% | Added |
| Bridgewater Associates, LP | 100,136 | $4.78M | 0.03% | +75,933+313.7% | Added |
| NewSquare Capital LLC | 99,704 | $4.76M | 0.59% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 98,521 | $4.70M | 0.36% | −2,647−2.6% | Reduced |
| LPL Financial LLC | 98,213 | $4.69M | 0.00% | +2,356+2.5% | Added |
| Storebrand Asset Management AS | 95,674 | $4.57M | 0.03% | +17,999+23.2% | Added |
| State of Tennessee, Treasury Department | 95,371 | $4.55M | 0.02% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 95,141 | $4.54M | 1.54% | +1,536+1.6% | Added |
| Advisor Group Holdings, Inc. | 93,944 | $4.49M | 0.01% | −1,130−1.2% | Reduced |
| Navellier & Associates Inc | 92,476 | $4.41M | 0.90% | +7,766+9.2% | Added |
| Thrivent Financial for Lutherans | 90,418 | $4.32M | 0.01% | −6,943−7.1% | Reduced |
| Clear Harbor Asset Management, LLC | 89,245 | $4.26M | 0.53% | +107+0.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 79,964 | $3.85M | 0.01% | +8,772+12.3% | Added |
| South Dakota Investment Council | 79,995 | $3.82M | 0.09% | 00.0% | Unchanged |
| Costello Asset Management, INC | 79,695 | $3.80M | 3.43% | +100.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 79,166 | $3.78M | 0.02% | +1,843+2.4% | Added |
| Maryland State Retirement & Pension System | 75,915 | $3.62M | 0.11% | +58,847+344.8% | Added |
| Acadian Asset Management LLC | 74,804 | $3.57M | 0.02% | +52,688+238.2% | Added |
| Benedict Financial Advisors Inc | 74,479 | $3.55M | 1.06% | −111−0.1% | Reduced |
| Coston, McIsaac & Partners | 74,066 | $3.54M | 1.38% | +6,926+10.3% | Added |
| Toronto Dominion Bank | 72,797 | $3.47M | 0.01% | +19,131+35.6% | Added |
| M&T Bank Corp | 72,623 | $3.47M | 0.01% | −4,605−6.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 72,583 | $3.46M | 0.95% | −266−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 71,845 | $3.43M | 0.01% | −5,952−7.7% | Reduced |
| Stephens Inc | 71,057 | $3.39M | 0.07% | −1,796−2.5% | Reduced |
| Ensign Peak Advisors, Inc | 70,860 | $3.38M | 0.01% | −35,350−33.3% | Reduced |
| Arizona State Retirement System | 70,499 | $3.36M | 0.03% | +2,141+3.1% | Added |
| Oregon Public Employees Retirement Fund | 69,728 | $3.33M | 0.04% | +124+0.2% | Added |
| IFM Investors Pty Ltd | 68,457 | $3.27M | 0.05% | −15,522−18.5% | Reduced |
| Texas Yale Capital Corp. | 67,354 | $3.21M | 0.18% | 00.0% | Unchanged |
| DnB Asset Management AS | 67,267 | $3.21M | 0.02% | +6,503+10.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 67,000 | $3.20M | 0.05% | +30,000+81.1% | Added |
| Louisiana State Employees Retirement System | 63,900 | $3.05M | 0.08% | +500+0.8% | Added |
| HighTower Advisors, LLC | 63,390 | $3.03M | 0.01% | −5,134−7.5% | Reduced |
| Radnor Capital Management, LLC | 61,984 | $3.02M | 0.74% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 61,917 | $2.96M | 0.69% | −2,459−3.8% | Reduced |
| Candriam Luxembourg S.C.A. | 61,656 | $2.94M | 0.02% | +5,037+8.9% | Added |
| Nisa Investment Advisors, LLC | 61,294 | $2.93M | 0.02% | −3,000−4.7% | Reduced |
| State of Michigan Retirement System | 60,771 | $2.90M | 0.02% | +700+1.2% | Added |
| Banque Pictet & Cie SA | 58,841 | $2.81M | 0.03% | +4,732+8.7% | Added |
| Van Eck Associates Corp | 58,458 | $2.79M | 0.01% | +9,076+18.4% | Added |
| Nomura Asset Management Co Ltd | 57,810 | $2.76M | 0.02% | +920+1.6% | Added |
| Korea Investment CORP | 57,098 | $2.73M | 0.01% | −19,253−25.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 56,701 | $2.71M | 0.05% | +6,576+13.1% | Added |
| Baird Financial Group, Inc. | 56,098 | $2.68M | 0.01% | +7,857+16.3% | Added |
| YHB Investment Advisors, Inc. | 56,033 | $2.67M | 0.28% | −158−0.3% | Reduced |
| La Banque Postale Asset Management SA | 55,271 | $2.64M | 0.08% | +55,271 | New |
| Addison Capital Co | 55,026 | $2.63M | 1.67% | −500−0.9% | Reduced |
| Jacobi Capital Management LLC | 54,873 | $2.62M | 0.33% | +1,065+2.0% | Added |
| Glenmede Trust Co NA | 54,559 | $2.60M | 0.02% | +11,917+27.9% | Added |
| Gibson Wealth Advisors LLC | 57,015 | $2.58M | 0.05% | +56,110+6,200.0% | Added |
| Forsta Ap-Fonden | 53,600 | $2.56M | 0.03% | −133,700−71.4% | Reduced |
| Panagora Asset Management Inc | 53,169 | $2.54M | 0.02% | −3,825−6.7% | Reduced |
| Pacer Advisors, Inc. | 51,066 | $2.44M | 0.01% | +51,066 | New |
| Bessemer Group Inc | 50,963 | $2.43M | 0.01% | +230+0.5% | Added |
| Tredje AP-fonden | 50,349 | $2.40M | 0.04% | +1,471+3.0% | Added |
| Kistler-Tiffany Companies, LLC | 49,597 | $2.37M | 0.49% | 00.0% | Unchanged |
| Cbre Clarion Securities LLC | 49,317 | $2.35M | 0.04% | −700,751−93.4% | Reduced |
| Walleye Capital LLC | 48,218 | $2.30M | 0.05% | +48,218 | New |
| Prudential PLC | 47,463 | $2.27M | 0.03% | +21,142+80.3% | Added |
| Greenland Capital Management LP | 47,000 | $2.24M | 0.41% | +47,000 | New |
| Envestnet Asset Management Inc | 45,837 | $2.19M | 0.00% | −387−0.8% | Reduced |
| Creative Planning | 45,690 | $2.18M | 0.00% | +2,501+5.8% | Added |
| Trillium Asset Management, LLC | 45,561 | $2.17M | 0.07% | −2,487−5.2% | Reduced |
| STRS Ohio | 45,450 | $2.17M | 0.01% | −601−1.3% | Reduced |
| First Personal Financial Services | 45,234 | $2.16M | 0.58% | +1,610+3.7% | Added |
| TFG Advisers LLC | 44,606 | $2.13M | 1.09% | +82+0.2% | Added |
| Coastline Trust Co | 43,345 | $2.07M | 0.31% | −1,616−3.6% | Reduced |
| Gulf International Bank (UK) Ltd | 42,045 | $2.01M | 0.04% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 41,996 | $2.00M | 0.16% | −345−0.8% | Reduced |
| Mercer Global Advisors Inc | 41,013 | $1.96M | 0.01% | −3,103−7.0% | Reduced |
| Utah Retirement Systems | 40,898 | $1.95M | 0.03% | −400−1.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 39,719 | $1.90M | 0.68% | +2,754+7.5% | Added |
| Voya Investment Management LLC | 39,278 | $1.87M | 0.00% | −264−0.7% | Reduced |