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 |
|---|---|---|---|---|---|
| DnB Asset Management AS | 79,241 | $3.46M | 0.02% | +11,974+17.8% | Added |
| Quantbot Technologies LP | 79,525 | $3.47M | 0.25% | +79,525 | New |
| South Dakota Investment Council | 79,995 | $3.49M | 0.07% | 00.0% | Unchanged |
| Prudential Financial Inc | 80,837 | $3.53M | 0.01% | −34,926−30.2% | Reduced |
| La Banque Postale Asset Management SA | 82,198 | $3.59M | 0.09% | +26,927+48.7% | Added |
| Susquehanna International Group, LLP | 83,487 | $3.64M | 0.01% | −44,789−34.9% | Reduced |
| Point72 Asset Management, L.P. | 87,033 | $3.80M | 0.01% | −105,878−54.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88,795 | $3.88M | 0.01% | +8,831+11.0% | Added |
| Clear Harbor Asset Management, LLC | 89,425 | $3.90M | 0.40% | +180+0.2% | Added |
| State of Tennessee, Treasury Department | 89,526 | $3.91M | 0.02% | −5,845−6.1% | Reduced |
| Thrivent Financial for Lutherans | 89,833 | $3.92M | 0.01% | −585−0.6% | Reduced |
| Voya Investment Management LLC | 91,126 | $3.98M | 0.00% | +51,848+132.0% | Added |
| Navellier & Associates Inc | 91,800 | $4.01M | 0.84% | −676−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 93,134 | $4.08M | 0.01% | −810−0.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 93,490 | $4.08M | 1.27% | −1,651−1.7% | Reduced |
| Man Group plc | – | $4.19M | 0.01% | – | – |
| BLB&B Advisors, LLC | 97,773 | $4.27M | 0.32% | −748−0.8% | Reduced |
| Swiss Life Asset Management Ltd | 98,357 | $4.29M | 0.06% | +76,804+356.3% | Added |
| NewSquare Capital LLC | 99,704 | $4.35M | 0.51% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100,535 | $4.39M | 0.40% | −789−0.8% | Reduced |
| Treasurer of the State of North Carolina | 101,168 | $4.42M | 0.03% | −2,680−2.6% | Reduced |
| First National Corp | 103,136 | $4.50M | 1.07% | −20,186−16.4% | Reduced |
| Price T Rowe Associates Inc | 104,972 | $4.58M | 0.00% | +713+0.7% | Added |
| Silver Lake Advisory, LLC | 106,200 | $4.64M | 2.57% | +214+0.2% | Added |
| Asset Management One Co.,Ltd. | 107,291 | $4.68M | 0.02% | −3,817−3.4% | Reduced |
| Brown Advisory Inc | 107,718 | $4.70M | 0.01% | −70.0% | Reduced |
| AXA S.A. | 109,200 | $4.77M | 0.02% | −106,574−49.4% | Reduced |
| Guggenheim Capital LLC | 112,260 | $4.90M | 0.04% | −14,200−11.2% | Reduced |
| Public Employees Retirement System of Ohio | 116,615 | $5.09M | 0.02% | −14,070−10.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 117,300 | $5.12M | 0.05% | 00.0% | Unchanged |
| Farmers Trust Co | 119,636 | $5.22M | 1.15% | +1,111+0.9% | Added |
| Citigroup Inc | 121,318 | $5.30M | 0.01% | +11,318+10.3% | Added |
| Yousif Capital Management, LLC | 122,993 | $5.37M | 0.07% | −790−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 124,340 | $5.43M | 0.21% | +6,629+5.6% | Added |
| Private Advisor Group, LLC | 126,265 | $5.51M | 0.05% | +4,390+3.6% | Added |
| First National Bank & Trust Co of Newtown | 127,014 | $5.54M | 1.23% | −1,663−1.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 128,558 | $5.61M | 0.05% | +120,594+1,514.2% | Added |
| State of New Jersey Common Pension Fund D | 130,709 | $5.71M | 0.02% | −7,589−5.5% | Reduced |
| HM Payson & Co | 134,003 | $5.85M | 0.14% | −326−0.2% | Reduced |
| Impax Asset Management Group plc | 137,320 | $5.99M | 0.03% | −4,312,030−96.9% | Reduced |
| Occudo Quantitative Strategies LP | 138,128 | $6.03M | 0.55% | +132,910+2,547.1% | Added |
| Stifel Financial Corp | 138,159 | $6.03M | 0.01% | −3,022−2.1% | Reduced |
| APG Asset Management N.V. | 157,681 | $6.34M | 0.01% | −166,882−51.4% | Reduced |
| MetLife Investment Management | 146,213 | $6.38M | 0.05% | −3,916−2.6% | Reduced |
| Janney Montgomery Scott LLC | 146,700 | $6.40M | 0.03% | −13,054−8.2% | Reduced |
| KBC Group NV | 148,282 | $6.47M | 0.03% | +133,869+928.8% | Added |
| Wills Financial Group, Inc. | 157,683 | $6.88M | 3.71% | +4,133+2.7% | Added |
| Cinctive Capital Management LP | 160,062 | $6.99M | 0.26% | +51,010+46.8% | Added |
| Amalgamated Bank | 162,801 | $7.11M | 0.06% | −11,046−6.4% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 163,240 | $7.13M | 0.11% | −2,595−1.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 165,323 | $7.22M | 0.03% | −124,781−43.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 170,985 | $7.46M | 0.39% | +164,075+2,374.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 171,018 | $7.46M | 0.87% | −714−0.4% | Reduced |
| Magellan Asset Management Ltd | 181,201 | $7.91M | 0.07% | −3,169−1.7% | Reduced |
| Manufacturers Life Insurance Company, The | 182,200 | $7.95M | 0.00% | −7,888−4.1% | Reduced |
| Swedbank AB | 186,475 | $8.14M | 0.02% | −1,300−0.7% | Reduced |
| Bank of Montreal | 186,910 | $8.16M | 0.01% | +481+0.3% | Added |
| Hennessy Advisors Inc | 189,100 | $8.25M | 0.61% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 191,910 | $8.38M | 0.10% | −4,033−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 192,218 | $8.39M | 0.01% | −2,227−1.1% | Reduced |
| Russell Investments Group, Ltd. | 197,395 | $8.61M | 0.02% | +81,337+70.1% | Added |
| Cambridge Trust Co | 197,855 | $8.64M | 0.41% | −3,483−1.7% | Reduced |
| State of Wisconsin Investment Board | 198,207 | $8.65M | 0.03% | −2,626−1.3% | Reduced |
| Cambiar Investors LLC | 201,981 | $8.82M | 0.38% | +14,310+7.6% | Added |
| Candriam Luxembourg S.C.A. | 220,222 | $8.85M | 0.06% | +158,566+257.2% | Added |
| First Manhattan Co | 206,442 | $9.01M | 0.03% | −30,078−12.7% | Reduced |
| Texas Permanent School Fund | 214,053 | $9.34M | 0.09% | +53,588+33.4% | Added |
| Barclays PLC | 217,200 | $9.48M | 0.01% | +15,456+7.7% | Added |
| Victory Capital Management Inc | 217,915 | $9.51M | 0.01% | −129,838−37.3% | Reduced |
| Covea Finance | 218,507 | $9.54M | 0.54% | +21,000+10.6% | Added |
| LPL Financial LLC | 219,332 | $9.57M | 0.01% | +121,119+123.3% | Added |
| Raymond James & Associates | 220,210 | $9.61M | 0.01% | −20,987−8.7% | Reduced |
| SEI Investments Co | 221,797 | $9.68M | 0.02% | +84,342+61.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 233,786 | $10.2M | 0.14% | −115,000−33.0% | Reduced |
| HRT Financial LP | 248,156 | $10.8M | 0.13% | +248,156 | New |
| Natixis | 258,969 | $11.3M | 0.10% | +7,130+2.8% | Added |
| Maryland State Retirement & Pension System | 262,691 | $11.5M | 0.26% | +186,776+246.0% | Added |
| Twinbeech Capital LP | 269,680 | $11.8M | 0.24% | +265,178+5,890.2% | Added |
| Commonwealth Equity Services, LLC | 271,012 | $11.8M | 0.03% | −6,531−2.4% | Reduced |
| State Board of Administration of Florida Retirement System | 275,405 | $12.0M | 0.03% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 292,265 | $12.4M | 0.03% | +21,994+8.1% | Added |
| New York State Teachers Retirement System | 294,291 | $12.8M | 0.03% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 295,403 | $12.9M | 0.12% | +287,753+3,761.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 344,834 | $15.1M | 0.04% | +21,480+6.6% | Added |
| Standard Life Aberdeen plc | 346,276 | $15.1M | 0.04% | +328,542+1,852.6% | Added |
| Royal Bank of Canada | 351,127 | $15.3M | 0.00% | +3,331+1.0% | Added |
| Gradient Investments LLC | 353,437 | $15.4M | 0.42% | +28,436+8.7% | Added |
| Wells Fargo & Company | 355,098 | $15.5M | 0.00% | −8,788−2.4% | Reduced |
| Retirement Systems of Alabama | 355,970 | $15.5M | 0.07% | −2,723−0.8% | Reduced |
| American International Group, Inc. | 368,214 | $16.1M | 0.11% | −3,448−0.9% | Reduced |
| ExodusPoint Capital Management, LP | 368,870 | $16.1M | 0.18% | +368,870 | New |
| Ameriprise Financial Inc | 385,317 | $16.8M | 0.01% | +13,547+3.6% | Added |
| Qube Research & Technologies Ltd | 395,061 | $17.2M | 0.10% | +395,061 | New |
| California Public Employees Retirement System | 429,682 | $18.8M | 0.02% | −83,669−16.3% | Reduced |
| Public Employees Retirement Association of Colorado | 451,856 | $19.7M | 0.10% | +4,320+1.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 460,971 | $20.1M | 0.17% | −14,798−3.1% | Reduced |
| California State Teachers Retirement System | 472,252 | $20.6M | 0.03% | −3,097−0.7% | Reduced |
| UBS Group AG | 477,301 | $20.8M | 0.01% | +123,100+34.8% | Added |
| T. Rowe Price Investment Management, Inc. | 481,207 | $21.0M | 0.02% | +243,837+102.7% | Added |
| AQR Capital Management LLC | 489,353 | $21.2M | 0.05% | −56,323−10.3% | Reduced |