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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 38,225 | $1.82M | 0.02% | +3,700+10.7% | Added |
| Bryn Mawr Trust Co | 37,314 | $1.78M | 0.08% | −2,453−6.2% | Reduced |
| Cetera Advisor Networks LLC | 36,379 | $1.74M | 0.01% | +75+0.2% | Added |
| SG Americas Securities, LLC | 36,359 | $1.74M | 0.03% | +22,434+161.1% | Added |
| New Mexico Educational Retirement Board | 36,200 | $1.73M | 0.09% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 35,831 | $1.71M | 0.00% | −3,407−8.7% | Reduced |
| CI Private Wealth, LLC | 35,010 | $1.67M | 0.01% | +35,010 | New |
| Manchester Capital Management LLC | 34,827 | $1.66M | 0.24% | +20,994+151.8% | Added |
| Cozad Asset Management Inc | 33,468 | $1.60M | 0.22% | +6,244+22.9% | Added |
| State of Alaska, Department of Revenue | 33,408 | $1.59M | 0.02% | +345+1.0% | Added |
| Kestra Advisory Services, LLC | 32,858 | $1.57M | 0.01% | −14,815−31.1% | Reduced |
| Andra AP-fonden | 32,800 | $1.57M | 0.05% | −26,300−44.5% | Reduced |
| Continuum Advisory, LLC | 32,379 | $1.55M | 0.28% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 32,106 | $1.53M | 0.06% | −2,261−6.6% | Reduced |
| Xponance, Inc. | 31,669 | $1.51M | 0.02% | +3,438+12.2% | Added |
| Bridgewater Advisors Inc. | 31,358 | $1.50M | 0.36% | −24−0.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 30,711 | $1.47M | 1.07% | −511−1.6% | Reduced |
| Virtue Capital Management, LLC | 30,581 | $1.46M | 0.22% | +2,717+9.8% | Added |
| Stock Yards Bank & Trust Co | 28,984 | $1.38M | 0.05% | +15,151+109.5% | Added |
| Jane Street Group, LLC | 28,746 | $1.37M | 0.00% | +6,287+28.0% | Added |
| Natixis Advisors, L.P. | 28,723 | $1.37M | 0.01% | +4,345+17.8% | Added |
| Haverford Trust Co | 28,669 | $1.37M | 0.02% | −5,625−16.4% | Reduced |
| AE Wealth Management LLC | 28,561 | $1.36M | 0.01% | −1,449−4.8% | Reduced |
| Mariner, LLC | 28,324 | $1.35M | 0.00% | +12,774+82.1% | Added |
| Americana Partners, LLC | 28,250 | $1.35M | 0.23% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 27,946 | $1.33M | 0.01% | −686−2.4% | Reduced |
| Jmac Enterprises LLC | 27,816 | $1.33M | 0.37% | −1,397−4.8% | Reduced |
| Teacher Retirement System of Texas | 27,720 | $1.32M | 0.01% | −12,128−30.4% | Reduced |
| Paradigm Asset Management Co LLC | 27,700 | $1.32M | 0.37% | +24,000+648.6% | Added |
| Carnegie Capital Asset Management, LLC | 27,680 | $1.32M | 0.06% | +10.0% | Added |
| First Business Financial Services, Inc. | 27,012 | $1.29M | 0.17% | +27+0.1% | Added |
| Virginia Retirement Systems Et Al | 26,600 | $1.27M | 0.01% | −700−2.6% | Reduced |
| Assenagon Asset Management S.A. | 26,494 | $1.26M | 0.01% | +17,812+205.2% | Added |
| Private Advisor Group, LLC | 121,875 | $1.25M | 0.06% | −10,550−8.0% | Reduced |
| Blackhill Capital Inc | 26,041 | $1.24M | 0.14% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25,845 | $1.23M | 0.20% | +736+2.9% | Added |
| Wealthcare Advisory Partners LLC | 25,783 | $1.23M | 0.06% | −94−0.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 25,542 | $1.22M | 0.00% | −11,818−31.6% | Reduced |
| Truist Financial Corp | 25,289 | $1.21M | 0.00% | −551−2.1% | Reduced |
| CIBC Private Wealth Group, LLC | 25,242 | $1.20M | 0.00% | +925+3.8% | Added |
| Daiwa Securities Group Inc. | 25,208 | $1.20M | 0.01% | −2,298−8.4% | Reduced |
| Janus Henderson Group PLC | 25,003 | $1.19M | 0.00% | +2,473+11.0% | Added |
| Nordea Investment Management AB | 24,589 | $1.19M | 0.00% | +9,004+57.8% | Added |
| ELCO Management Co., LLC | 24,189 | $1.15M | 0.87% | −4,582−15.9% | Reduced |
| CoreCommodity Management, LLC | 24,072 | $1.15M | 0.35% | +24,072 | New |
| Money Concepts Capital Corp | 23,907 | $1.14M | 0.05% | +1,838+8.3% | Added |
| Community Bank, N.A. | 23,767 | $1.13M | 0.16% | +975+4.3% | Added |
| Rothschild Investment Corp | 23,555 | $1.12M | 0.10% | 00.0% | Unchanged |
| United Services Automobile Association | 23,522 | $1.12M | 0.03% | −2,271−8.8% | Reduced |
| Whittier Trust Co | 23,133 | $1.10M | 0.02% | 00.0% | Unchanged |
| Seeyond | 23,073 | $1.10M | 0.11% | +1,419+6.6% | Added |
| Kennedy Capital Management, Inc. | 22,899 | $1.09M | 0.03% | +793+3.6% | Added |
| AlphaStar Capital Management, LLC | 22,878 | $1.09M | 0.11% | +1,903+9.1% | Added |
| Neuberger Berman Group LLC | 22,824 | $1.09M | 0.00% | +1,224+5.7% | Added |
| Financial Architects, Inc | 22,736 | $1.09M | 0.18% | +15+0.1% | Added |
| Lido Advisors, LLC | 22,424 | $1.07M | 0.02% | +6,109+37.4% | Added |
| Versor Investments LP | 22,401 | $1.07M | 0.09% | +14,969+201.4% | Added |
| D.A. Davidson & Co. | 22,194 | $1.06M | 0.01% | +40.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,089 | $1.05M | 0.03% | −12,354−35.9% | Reduced |
| Arkadios Wealth Advisors | 22,047 | $1.05M | 0.14% | −339−1.5% | Reduced |
| US Bancorp | 22,015 | $1.05M | 0.00% | +1,253+6.0% | Added |
| Securian Asset Management, Inc | 21,934 | $1.05M | 0.03% | +158+0.7% | Added |
| British Columbia Investment Management Corp | 21,915 | $1.05M | 0.01% | −2,635−10.7% | Reduced |
| Swiss Life Asset Management Ltd | 21,553 | $1.03M | 0.02% | +11,108+106.3% | Added |
| Crossmark Global Holdings, Inc. | 21,616 | $1.03M | 0.03% | +183+0.9% | Added |
| Pathway Financial Advisers, LLC | 21,301 | $1.02M | 0.41% | +21,301 | New |
| Steward Partners Investment Advisory, LLC | 21,297 | $1.02M | 0.02% | −821−3.7% | Reduced |
| Glen Eagle Advisors, LLC | 21,295 | $1.02M | 0.28% | −758−3.4% | Reduced |
| Ingalls & Snyder LLC | 21,144 | $1.01M | 0.06% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 20,895 | $997.3K | 0.47% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 20,893 | $997.2K | 0.33% | −407−1.9% | Reduced |
| Rodgers Brothers Inc. | 20,788 | $992.2K | 0.20% | −2,300−10.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,649 | $985.6K | 0.00% | +442+2.2% | Added |
| Advisors Asset Management, Inc. | 21,452 | $979.9K | 0.02% | +5,297+32.8% | Added |
| Sonen Capital LLC | 20,367 | $972.1K | 1.59% | +626+3.2% | Added |
| Public Sector Pension Investment Board | 20,140 | $961.3K | 0.01% | +2,340+13.1% | Added |
| Wealthspire Advisors, LLC | 19,968 | $953.1K | 0.02% | −28−0.1% | Reduced |
| Key Financial Inc | 22,934 | $949.0K | 0.45% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 19,580 | $934.6K | 0.30% | +1,700+9.5% | Added |
| Tower Bridge Advisors | 19,348 | $923.5K | 0.08% | −400−2.0% | Reduced |
| Liberty One Investment Management, LLC | 19,205 | $916.7K | 0.13% | −1,020−5.0% | Reduced |
| Elo Mutual Pension Insurance Co | 19,187 | $916.0K | 0.03% | +489+2.6% | Added |
| Penobscot Investment Management Company, Inc. | 19,145 | $913.8K | 0.16% | 00.0% | Unchanged |
| TD Asset Management Inc | 19,071 | $910.3K | 0.00% | +700+3.8% | Added |
| Shell Asset Management Co | 19,034 | $908.0K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,857 | $900.1K | 0.01% | +7,847+71.3% | Added |
| Colony Family Offices, LLC | 18,735 | $894.2K | 0.37% | +100+0.5% | Added |
| Standard Life Aberdeen plc | 17,734 | $846.4K | 0.00% | −1,450−7.6% | Reduced |
| Westpac Banking Corp | 17,600 | $840.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 17,594 | $839.8K | 0.05% | −1,150−6.1% | Reduced |
| Fiduciary Trust Co | 17,361 | $828.6K | 0.02% | 00.0% | Unchanged |
| CenterBook Partners LP | 17,306 | $826.0K | 0.14% | −9,150−34.6% | Reduced |
| Smithfield Trust Co | 17,269 | $824.0K | 0.06% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,135 | $817.9K | 0.02% | +2,420+16.4% | Added |
| Ninepoint Partners LP | 16,826 | $803.0K | 0.11% | +16,826 | New |
| HSBC Holdings PLC | 16,688 | $796.5K | 0.00% | −48,966−74.6% | Reduced |
| First Republic Investment Management, Inc. | 16,660 | $795.2K | 0.00% | +10,012+150.6% | Added |
| Gotham Asset Management, LLC | 16,578 | $791.3K | 0.02% | −24,000−59.1% | Reduced |
| Atria Wealth Solutions, Inc. | 16,503 | $787.7K | 0.01% | +4,644+39.2% | Added |
| Rowland & Co Investment Counsel | 16,150 | $777.8K | 0.19% | 00.0% | Unchanged |