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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 25,831 | $1.13M | 0.05% | +48+0.2% | Added |
| Blackhill Capital Inc | 26,041 | $1.14M | 0.13% | 00.0% | Unchanged |
| apricus wealth, LLC | 26,262 | $1.15M | 1.05% | +26,262 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 26,358 | $1.15M | 0.00% | +26,358 | New |
| Nissay Asset Management Corp | 26,626 | $1.16M | 0.01% | −1,320−4.7% | Reduced |
| Community Bank, N.A. | 26,771 | $1.17M | 0.16% | +3,004+12.6% | Added |
| Walleye Capital LLC | 27,314 | $1.19M | 0.02% | −20,904−43.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 27,331 | $1.19M | 0.05% | −349−1.3% | Reduced |
| First Business Financial Services, Inc. | 27,612 | $1.21M | 0.15% | +600+2.2% | Added |
| AlphaStar Capital Management, LLC | 27,630 | $1.21M | 0.10% | +4,752+20.8% | Added |
| ELCO Management Co., LLC | 27,633 | $1.21M | 0.88% | +3,444+14.2% | Added |
| Paradigm Asset Management Co LLC | 27,700 | $1.21M | 0.33% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 27,714 | $1.21M | 0.01% | −60.0% | Reduced |
| Public Sector Pension Investment Board | 28,031 | $1.22M | 0.01% | +7,891+39.2% | Added |
| Haverford Trust Co | 28,124 | $1.23M | 0.01% | −545−1.9% | Reduced |
| Americana Partners, LLC | 28,250 | $1.23M | 0.19% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 28,285 | $1.23M | 0.31% | +469+1.7% | Added |
| Mariner, LLC | 28,337 | $1.24M | 0.00% | +130.0% | Added |
| Arcadia Investment Management Corp | 29,497 | $1.29M | 0.28% | −32,420−52.4% | Reduced |
| AE Wealth Management LLC | 30,504 | $1.33M | 0.01% | +1,943+6.8% | Added |
| Godshalk Welsh Capital Management, Inc. | 30,711 | $1.34M | 0.95% | 00.0% | Unchanged |
| Xponance, Inc. | 31,652 | $1.38M | 0.02% | −17−0.1% | Reduced |
| Modera Wealth Management, LLC | 32,065 | $1.40M | 0.05% | −41−0.1% | Reduced |
| Continuum Advisory, LLC | 32,379 | $1.41M | 0.24% | 00.0% | Unchanged |
| Trexquant Investment LP | 32,392 | $1.41M | 0.04% | +32,392 | New |
| Gulf International Bank (UK) Ltd | 32,577 | $1.42M | 0.03% | −9,468−22.5% | Reduced |
| State of Alaska, Department of Revenue | 32,883 | $1.44M | 0.02% | −525−1.6% | Reduced |
| Addison Capital Co | 34,276 | $1.50M | 1.13% | −20,750−37.7% | Reduced |
| Cetera Advisor Networks LLC | 34,688 | $1.51M | 0.01% | −1,691−4.6% | Reduced |
| Kestra Advisory Services, LLC | 34,922 | $1.52M | 0.02% | +2,064+6.3% | Added |
| Federated Hermes, Inc. | 35,266 | $1.54M | 0.00% | −565−1.6% | Reduced |
| Glenmede Trust Co NA | 35,675 | $1.56M | 0.01% | −18,884−34.6% | Reduced |
| Tudor Investment Corp Et Al | 36,216 | $1.58M | 0.03% | +36,216 | New |
| Bryn Mawr Trust Co | 36,789 | $1.60M | 0.07% | −525−1.4% | Reduced |
| Manchester Capital Management LLC | 37,518 | $1.64M | 0.21% | +2,691+7.7% | Added |
| Teachers Retirement System of the State of Kentucky | 38,225 | $1.67M | 0.02% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 40,256 | $1.76M | 0.01% | −59,880−59.8% | Reduced |
| Bridgewater Advisors Inc. | 40,327 | $1.76M | 0.38% | +8,969+28.6% | Added |
| Mercer Global Advisors Inc | 40,384 | $1.76M | 0.01% | −629−1.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 40,444 | $1.77M | 0.60% | +725+1.8% | Added |
| Vontobel Holding Ltd. | 40,793 | $1.78M | 0.02% | −76,712−65.3% | Reduced |
| Utah Retirement Systems | 41,098 | $1.79M | 0.03% | +200+0.5% | Added |
| Lido Advisors, LLC | 41,106 | $1.79M | 0.03% | +18,682+83.3% | Added |
| STRS Ohio | 41,815 | $1.82M | 0.01% | −3,635−8.0% | Reduced |
| Coastline Trust Co | 42,438 | $1.85M | 0.27% | −907−2.1% | Reduced |
| CoreCommodity Management, LLC | 42,554 | $1.86M | 0.53% | +18,482+76.8% | Added |
| New Mexico Educational Retirement Board | 43,200 | $1.89M | 0.10% | +7,000+19.3% | Added |
| Prudential PLC | 43,574 | $1.90M | 0.02% | −3,889−8.2% | Reduced |
| TFG Advisers LLC | 44,209 | $1.93M | 0.93% | −397−0.9% | Reduced |
| CI Private Wealth, LLC | 44,262 | $1.93M | 0.01% | +9,252+26.4% | Added |
| Creative Planning | 45,667 | $1.99M | 0.00% | −23−0.1% | Reduced |
| Tortoise Index Solutions, LLC | 45,687 | $1.99M | 0.38% | −2,834−5.8% | Reduced |
| First Personal Financial Services | 46,351 | $2.02M | 0.52% | +1,117+2.5% | Added |
| Eqis Capital Management, Inc. | 46,388 | $2.02M | 0.23% | +40,676+712.1% | Added |
| SG Americas Securities, LLC | 46,502 | $2.03M | 0.03% | +10,143+27.9% | Added |
| Gotham Asset Management, LLC | 46,574 | $2.03M | 0.05% | +29,996+180.9% | Added |
| Trillium Asset Management, LLC | 47,632 | $2.03M | 0.06% | +2,071+4.5% | Added |
| Engineers Gate Manager LP | 47,320 | $2.07M | 0.09% | +47,320 | New |
| Dynamic Technology Lab Private Ltd | 49,334 | $2.15M | 0.20% | +49,334 | New |
| Kistler-Tiffany Companies, LLC | 49,597 | $2.16M | 0.41% | 00.0% | Unchanged |
| HSBC Holdings PLC | 50,374 | $2.18M | 0.00% | +33,686+201.9% | Added |
| Andra AP-fonden | 50,100 | $2.19M | 0.06% | +17,300+52.7% | Added |
| Envestnet Asset Management Inc | 50,211 | $2.19M | 0.00% | +4,374+9.5% | Added |
| Nisa Investment Advisors, LLC | 50,594 | $2.21M | 0.02% | −10,700−17.5% | Reduced |
| Bessemer Group Inc | 51,006 | $2.23M | 0.01% | +43+0.1% | Added |
| Susquehanna Fundamental Investments, LLC | 51,820 | $2.26M | 0.05% | −72,803−58.4% | Reduced |
| Tredje AP-fonden | 52,837 | $2.31M | 0.04% | +2,488+4.9% | Added |
| Jacobi Capital Management LLC | 52,936 | $2.31M | 0.27% | −1,937−3.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 52,954 | $2.31M | 0.06% | +30,865+139.7% | Added |
| Cullen/Frost Bankers, Inc. | 56,483 | $2.47M | 0.05% | −218−0.4% | Reduced |
| Panagora Asset Management Inc | 56,831 | $2.48M | 0.02% | +3,662+6.9% | Added |
| YHB Investment Advisors, Inc. | 56,918 | $2.48M | 0.25% | +885+1.6% | Added |
| Ostrum Asset Management | 57,157 | $2.49M | 0.22% | +57,157 | New |
| Korea Investment CORP | 58,143 | $2.54M | 0.01% | +1,045+1.8% | Added |
| Baird Financial Group, Inc. | 59,153 | $2.58M | 0.01% | +3,055+5.4% | Added |
| State of Michigan Retirement System | 60,271 | $2.63M | 0.02% | −500−0.8% | Reduced |
| Van Eck Associates Corp | 61,643 | $2.69M | 0.01% | +3,185+5.4% | Added |
| HighTower Advisors, LLC | 61,875 | $2.70M | 0.01% | −1,515−2.4% | Reduced |
| Radnor Capital Management, LLC | 61,984 | $2.71M | 0.71% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 62,310 | $2.72M | 0.01% | +4,500+7.8% | Added |
| Louisiana State Employees Retirement System | 63,300 | $2.76M | 0.07% | −600−0.9% | Reduced |
| Texas Yale Capital Corp. | 67,083 | $2.93M | 0.15% | −271−0.4% | Reduced |
| Stephens Inc | 68,626 | $3.00M | 0.06% | −2,431−3.4% | Reduced |
| Toronto Dominion Bank | 69,055 | $3.01M | 0.00% | −3,742−5.1% | Reduced |
| Oregon Public Employees Retirement Fund | 69,858 | $3.05M | 0.04% | +130+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 70,168 | $3.06M | 0.01% | −1,677−2.3% | Reduced |
| IFM Investors Pty Ltd | 70,615 | $3.08M | 0.05% | +2,158+3.2% | Added |
| Ensign Peak Advisors, Inc | 71,410 | $3.12M | 0.01% | +550+0.8% | Added |
| Resources Management Corp | 80,457 | $3.13M | 0.62% | +80,157+26,719.0% | Added |
| Arizona State Retirement System | 72,443 | $3.16M | 0.03% | +1,944+2.8% | Added |
| Storebrand Asset Management AS | 73,162 | $3.19M | 0.02% | −22,512−23.5% | Reduced |
| Hamilton Point Investment Advisors, LLC | 73,503 | $3.21M | 0.78% | +920+1.3% | Added |
| M&T Bank Corp | 74,083 | $3.23M | 0.01% | +1,460+2.0% | Added |
| Acadian Asset Management LLC | 74,804 | $3.27M | 0.01% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 75,243 | $3.28M | 0.92% | +764+1.0% | Added |
| Arrowstreet Capital, Limited Partnership | 78,203 | $3.41M | 0.00% | +78,203 | New |
| Cambridge Investment Research Advisors, Inc. | 78,358 | $3.42M | 0.02% | −808−1.0% | Reduced |
| Costello Asset Management, INC | 78,370 | $3.42M | 3.52% | −1,325−1.7% | Reduced |
| Coston, McIsaac & Partners | 78,743 | $3.44M | 1.28% | +4,677+6.3% | Added |
| Greenland Capital Management LP | 78,868 | $3.44M | 0.41% | +31,868+67.8% | Added |