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, Q1 2023
Institutional positions in Essential Utilities, Inc. as of Mar 31, 2023. 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
- 650
- +7 vs. Q4 2022
- Shares held
- 190.8M
- −639.2K (−0.3%) vs. Q4 2022
- Total value
- $8.33B
- −$791.9M (−8.7%) vs. Q4 2022
- New holders
- 65
- 213 more added
- Sold out
- 58
- 223 more reduced
14 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 30,129,227 | $1.32B | 0.04% | +576,448+2.0% | Added |
| Vanguard Group Inc | 26,933,146 | $1.18B | 0.03% | +131,476+0.5% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $945.5M | 1.50% | 00.0% | Unchanged |
| State Street Corp | 13,894,977 | $606.5M | 0.03% | −894,568−6.0% | Reduced |
| Amundi | 7,102,521 | $311.8M | 0.17% | +1,082,293+18.0% | Added |
| Pictet Asset Management SA | 5,432,109 | $237.1M | 0.30% | −252,635−4.4% | Reduced |
| Invesco Ltd. | 3,879,435 | $169.3M | 0.05% | −38,904−1.0% | Reduced |
| Northern Trust Corp | 3,478,465 | $151.8M | 0.03% | +126,908+3.8% | Added |
| Geode Capital Management, LLC | 3,386,273 | $147.6M | 0.02% | +118,861+3.6% | Added |
| Norges Bank | 2,917,710 | $127.4M | 0.03% | −1,408,566−32.6% | Reduced |
| Bank of New York Mellon Corp | 2,731,404 | $119.2M | 0.03% | −94,947−3.4% | Reduced |
| Legal & General Group Plc | 2,673,313 | $116.7M | 0.04% | +119,953+4.7% | Added |
| Cohen & Steers, Inc. | 2,528,749 | $110.4M | 0.24% | +857,428+51.3% | Added |
| Duff & Phelps Investment Management Co | 2,516,958 | $109.9M | 1.33% | +45,000+1.8% | Added |
| Franklin Resources Inc | 2,300,760 | $100.4M | 0.05% | −1,762−0.1% | Reduced |
| Zimmer Partners, LP | 2,159,278 | $94.3M | 1.93% | +104,878+5.1% | Added |
| Morgan Stanley | 2,074,639 | $90.6M | 0.01% | +64,272+3.2% | Added |
| Tandem Investment Advisors, Inc. | 1,760,426 | $76.8M | 3.68% | +208,505+13.4% | Added |
| Charles Schwab Investment Management Inc | 1,667,283 | $72.8M | 0.02% | +20,710+1.3% | Added |
| Brookfield Asset Management Inc. | 1,407,029 | $61.4M | 0.24% | +223,260+18.9% | Added |
| UBS Asset Management Americas Inc | 1,396,328 | $60.9M | 0.03% | +7,649+0.6% | Added |
| First Trust Advisors LP | 1,384,559 | $60.4M | 0.07% | +243,635+21.4% | Added |
| Goldman Sachs Group Inc | 1,173,449 | $51.2M | 0.01% | −325,640−21.7% | Reduced |
| Empower Advisory Group, LLC | 1,167,786 | $50.3M | 0.23% | +1,167,786 | New |
| Dimensional Fund Advisors LP | 1,139,332 | $49.7M | 0.02% | +56,361+5.2% | Added |
| Principal Financial Group Inc | 1,108,453 | $48.4M | 0.03% | +11,796+1.1% | Added |
| Kames Capital plc | 1,025,734 | $44.8M | 0.78% | −282,278−21.6% | Reduced |
| Millennium Management LLC | 1,001,159 | $43.7M | 0.05% | +588,751+142.8% | Added |
| Swiss National Bank | 986,400 | $43.1M | 0.03% | −25,900−2.6% | Reduced |
| Macquarie Group Ltd | 952,358 | $41.3M | 0.05% | −638,615−40.1% | Reduced |
| Great West Life Assurance Co | 939,784 | $41.1M | 0.10% | +30,904+3.4% | Added |
| Deutsche Bank AG | 912,010 | $39.8M | 0.02% | +55,013+6.4% | Added |
| Nuveen Asset Management, LLC | 902,265 | $39.4M | 0.01% | +55,679+6.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 875,505 | $38.2M | 0.19% | −118,785−11.9% | Reduced |
| ProShare Advisors LLC | 765,182 | $33.4M | 0.10% | −40,851−5.1% | Reduced |
| Bank of America Corp | 757,430 | $33.1M | 0.00% | +149,689+24.6% | Added |
| Rhumbline Advisers | 693,521 | $30.3M | 0.04% | −13,761−1.9% | Reduced |
| JPMorgan Chase & Co | 649,622 | $28.4M | 0.00% | +179,654+38.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 646,836 | $28.2M | 0.02% | −5,366−0.8% | Reduced |
| Aviva PLC | 586,365 | $25.6M | 0.12% | +224,057+61.8% | Added |
| Credit Suisse AG | 561,557 | $24.5M | 0.03% | +196,259+53.7% | Added |
| Allianz Asset Management GmbH | 560,499 | $24.5M | 0.05% | +2310.0% | Added |
| Thematics Asset Management | 546,384 | $23.8M | 1.30% | +104,594+23.7% | Added |
| New York State Common Retirement Fund | 514,130 | $22.4M | 0.03% | −12,998−2.5% | Reduced |
| Gabelli Funds LLC | 504,500 | $22.0M | 0.17% | 00.0% | Unchanged |
| FMR LLC | 490,331 | $21.4M | 0.00% | −139,925−22.2% | Reduced |
| Alliancebernstein L.P. | 489,515 | $21.4M | 0.01% | +7,539+1.6% | Added |
| AQR Capital Management LLC | 489,353 | $21.2M | 0.05% | −56,323−10.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 481,207 | $21.0M | 0.02% | +243,837+102.7% | Added |
| UBS Group AG | 477,301 | $20.8M | 0.01% | +123,100+34.8% | Added |
| California State Teachers Retirement System | 472,252 | $20.6M | 0.03% | −3,097−0.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 460,971 | $20.1M | 0.17% | −14,798−3.1% | Reduced |
| Public Employees Retirement Association of Colorado | 451,856 | $19.7M | 0.10% | +4,320+1.0% | Added |
| California Public Employees Retirement System | 429,682 | $18.8M | 0.02% | −83,669−16.3% | Reduced |
| Qube Research & Technologies Ltd | 395,061 | $17.2M | 0.10% | +395,061 | New |
| Ameriprise Financial Inc | 385,317 | $16.8M | 0.01% | +13,547+3.6% | Added |
| ExodusPoint Capital Management, LP | 368,870 | $16.1M | 0.18% | +368,870 | New |
| American International Group, Inc. | 368,214 | $16.1M | 0.11% | −3,448−0.9% | Reduced |
| Retirement Systems of Alabama | 355,970 | $15.5M | 0.07% | −2,723−0.8% | Reduced |
| Wells Fargo & Company | 355,098 | $15.5M | 0.00% | −8,788−2.4% | Reduced |
| Gradient Investments LLC | 353,437 | $15.4M | 0.42% | +28,436+8.7% | Added |
| Royal Bank of Canada | 351,127 | $15.3M | 0.00% | +3,331+1.0% | Added |
| Standard Life Aberdeen plc | 346,276 | $15.1M | 0.04% | +328,542+1,852.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 344,834 | $15.1M | 0.04% | +21,480+6.6% | Added |
| Cubist Systematic Strategies, LLC | 295,403 | $12.9M | 0.12% | +287,753+3,761.5% | Added |
| New York State Teachers Retirement System | 294,291 | $12.8M | 0.03% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 292,265 | $12.4M | 0.03% | +21,994+8.1% | Added |
| State Board of Administration of Florida Retirement System | 275,405 | $12.0M | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 271,012 | $11.8M | 0.03% | −6,531−2.4% | Reduced |
| Twinbeech Capital LP | 269,680 | $11.8M | 0.24% | +265,178+5,890.2% | Added |
| Maryland State Retirement & Pension System | 262,691 | $11.5M | 0.26% | +186,776+246.0% | Added |
| Natixis | 258,969 | $11.3M | 0.10% | +7,130+2.8% | Added |
| HRT Financial LP | 248,156 | $10.8M | 0.13% | +248,156 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 233,786 | $10.2M | 0.14% | −115,000−33.0% | Reduced |
| SEI Investments Co | 221,797 | $9.68M | 0.02% | +84,342+61.4% | Added |
| Raymond James & Associates | 220,210 | $9.61M | 0.01% | −20,987−8.7% | Reduced |
| LPL Financial LLC | 219,332 | $9.57M | 0.01% | +121,119+123.3% | Added |
| Covea Finance | 218,507 | $9.54M | 0.54% | +21,000+10.6% | Added |
| Victory Capital Management Inc | 217,915 | $9.51M | 0.01% | −129,838−37.3% | Reduced |
| Barclays PLC | 217,200 | $9.48M | 0.01% | +15,456+7.7% | Added |
| Texas Permanent School Fund | 214,053 | $9.34M | 0.09% | +53,588+33.4% | Added |
| First Manhattan Co | 206,442 | $9.01M | 0.03% | −30,078−12.7% | Reduced |
| Candriam Luxembourg S.C.A. | 220,222 | $8.85M | 0.06% | +158,566+257.2% | Added |
| Cambiar Investors LLC | 201,981 | $8.82M | 0.38% | +14,310+7.6% | Added |
| State of Wisconsin Investment Board | 198,207 | $8.65M | 0.03% | −2,626−1.3% | Reduced |
| Cambridge Trust Co | 197,855 | $8.64M | 0.41% | −3,483−1.7% | Reduced |
| Russell Investments Group, Ltd. | 197,395 | $8.61M | 0.02% | +81,337+70.1% | Added |
| The PNC Financial Services Group, Inc. | 192,218 | $8.39M | 0.01% | −2,227−1.1% | Reduced |
| Mutual of America Capital Management LLC | 191,910 | $8.38M | 0.10% | −4,033−2.1% | Reduced |
| Hennessy Advisors Inc | 189,100 | $8.25M | 0.61% | 00.0% | Unchanged |
| Bank of Montreal | 186,910 | $8.16M | 0.01% | +481+0.3% | Added |
| Swedbank AB | 186,475 | $8.14M | 0.02% | −1,300−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 182,200 | $7.95M | 0.00% | −7,888−4.1% | Reduced |
| Magellan Asset Management Ltd | 181,201 | $7.91M | 0.07% | −3,169−1.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 171,018 | $7.46M | 0.87% | −714−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 170,985 | $7.46M | 0.39% | +164,075+2,374.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 165,323 | $7.22M | 0.03% | −124,781−43.0% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 163,240 | $7.13M | 0.11% | −2,595−1.6% | Reduced |
| Amalgamated Bank | 162,801 | $7.11M | 0.06% | −11,046−6.4% | Reduced |
| Cinctive Capital Management LP | 160,062 | $6.99M | 0.26% | +51,010+46.8% | Added |