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 |
|---|---|---|---|---|---|
| Wills Financial Group, Inc. | 157,683 | $6.88M | 3.71% | +4,133+2.7% | Added |
| KBC Group NV | 148,282 | $6.47M | 0.03% | +133,869+928.8% | Added |
| Janney Montgomery Scott LLC | 146,700 | $6.40M | 0.03% | −13,054−8.2% | Reduced |
| MetLife Investment Management | 146,213 | $6.38M | 0.05% | −3,916−2.6% | Reduced |
| APG Asset Management N.V. | 157,681 | $6.34M | 0.01% | −166,882−51.4% | Reduced |
| Stifel Financial Corp | 138,159 | $6.03M | 0.01% | −3,022−2.1% | Reduced |
| Occudo Quantitative Strategies LP | 138,128 | $6.03M | 0.55% | +132,910+2,547.1% | Added |
| Impax Asset Management Group plc | 137,320 | $5.99M | 0.03% | −4,312,030−96.9% | Reduced |
| HM Payson & Co | 134,003 | $5.85M | 0.14% | −326−0.2% | Reduced |
| State of New Jersey Common Pension Fund D | 130,709 | $5.71M | 0.02% | −7,589−5.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 128,558 | $5.61M | 0.05% | +120,594+1,514.2% | Added |
| First National Bank & Trust Co of Newtown | 127,014 | $5.54M | 1.23% | −1,663−1.3% | Reduced |
| Private Advisor Group, LLC | 126,265 | $5.51M | 0.05% | +4,390+3.6% | Added |
| Ameritas Investment Partners, Inc. | 124,340 | $5.43M | 0.21% | +6,629+5.6% | Added |
| Yousif Capital Management, LLC | 122,993 | $5.37M | 0.07% | −790−0.6% | Reduced |
| Citigroup Inc | 121,318 | $5.30M | 0.01% | +11,318+10.3% | Added |
| Farmers Trust Co | 119,636 | $5.22M | 1.15% | +1,111+0.9% | Added |
| Mn Services Vermogensbeheer B.V. | 117,300 | $5.12M | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 116,615 | $5.09M | 0.02% | −14,070−10.8% | Reduced |
| Guggenheim Capital LLC | 112,260 | $4.90M | 0.04% | −14,200−11.2% | Reduced |
| AXA S.A. | 109,200 | $4.77M | 0.02% | −106,574−49.4% | Reduced |
| Brown Advisory Inc | 107,718 | $4.70M | 0.01% | −70.0% | Reduced |
| Asset Management One Co.,Ltd. | 107,291 | $4.68M | 0.02% | −3,817−3.4% | Reduced |
| Silver Lake Advisory, LLC | 106,200 | $4.64M | 2.57% | +214+0.2% | Added |
| Price T Rowe Associates Inc | 104,972 | $4.58M | 0.00% | +713+0.7% | Added |
| First National Corp | 103,136 | $4.50M | 1.07% | −20,186−16.4% | Reduced |
| Treasurer of the State of North Carolina | 101,168 | $4.42M | 0.03% | −2,680−2.6% | Reduced |
| AdvisorNet Financial, Inc | 100,535 | $4.39M | 0.40% | −789−0.8% | Reduced |
| NewSquare Capital LLC | 99,704 | $4.35M | 0.51% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 98,357 | $4.29M | 0.06% | +76,804+356.3% | Added |
| BLB&B Advisors, LLC | 97,773 | $4.27M | 0.32% | −748−0.8% | Reduced |
| Man Group plc | – | $4.19M | 0.01% | – | – |
| Cutter & CO Brokerage, Inc. | 93,490 | $4.08M | 1.27% | −1,651−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 93,134 | $4.08M | 0.01% | −810−0.9% | Reduced |
| Navellier & Associates Inc | 91,800 | $4.01M | 0.84% | −676−0.7% | Reduced |
| Voya Investment Management LLC | 91,126 | $3.98M | 0.00% | +51,848+132.0% | Added |
| Thrivent Financial for Lutherans | 89,833 | $3.92M | 0.01% | −585−0.6% | Reduced |
| State of Tennessee, Treasury Department | 89,526 | $3.91M | 0.02% | −5,845−6.1% | Reduced |
| Clear Harbor Asset Management, LLC | 89,425 | $3.90M | 0.40% | +180+0.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88,795 | $3.88M | 0.01% | +8,831+11.0% | Added |
| Point72 Asset Management, L.P. | 87,033 | $3.80M | 0.01% | −105,878−54.9% | Reduced |
| Susquehanna International Group, LLP | 83,487 | $3.64M | 0.01% | −44,789−34.9% | Reduced |
| La Banque Postale Asset Management SA | 82,198 | $3.59M | 0.09% | +26,927+48.7% | Added |
| Prudential Financial Inc | 80,837 | $3.53M | 0.01% | −34,926−30.2% | Reduced |
| South Dakota Investment Council | 79,995 | $3.49M | 0.07% | 00.0% | Unchanged |
| Quantbot Technologies LP | 79,525 | $3.47M | 0.25% | +79,525 | New |
| DnB Asset Management AS | 79,241 | $3.46M | 0.02% | +11,974+17.8% | Added |
| Greenland Capital Management LP | 78,868 | $3.44M | 0.41% | +31,868+67.8% | Added |
| Coston, McIsaac & Partners | 78,743 | $3.44M | 1.28% | +4,677+6.3% | Added |
| Costello Asset Management, INC | 78,370 | $3.42M | 3.52% | −1,325−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 78,358 | $3.42M | 0.02% | −808−1.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 78,203 | $3.41M | 0.00% | +78,203 | New |
| Benedict Financial Advisors Inc | 75,243 | $3.28M | 0.92% | +764+1.0% | Added |
| Acadian Asset Management LLC | 74,804 | $3.27M | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 74,083 | $3.23M | 0.01% | +1,460+2.0% | Added |
| Hamilton Point Investment Advisors, LLC | 73,503 | $3.21M | 0.78% | +920+1.3% | Added |
| Storebrand Asset Management AS | 73,162 | $3.19M | 0.02% | −22,512−23.5% | Reduced |
| Arizona State Retirement System | 72,443 | $3.16M | 0.03% | +1,944+2.8% | Added |
| Resources Management Corp | 80,457 | $3.13M | 0.62% | +80,157+26,719.0% | Added |
| Ensign Peak Advisors, Inc | 71,410 | $3.12M | 0.01% | +550+0.8% | Added |
| IFM Investors Pty Ltd | 70,615 | $3.08M | 0.05% | +2,158+3.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 70,168 | $3.06M | 0.01% | −1,677−2.3% | Reduced |
| Oregon Public Employees Retirement Fund | 69,858 | $3.05M | 0.04% | +130+0.2% | Added |
| Toronto Dominion Bank | 69,055 | $3.01M | 0.00% | −3,742−5.1% | Reduced |
| Stephens Inc | 68,626 | $3.00M | 0.06% | −2,431−3.4% | Reduced |
| Texas Yale Capital Corp. | 67,083 | $2.93M | 0.15% | −271−0.4% | Reduced |
| Louisiana State Employees Retirement System | 63,300 | $2.76M | 0.07% | −600−0.9% | Reduced |
| Nomura Asset Management Co Ltd | 62,310 | $2.72M | 0.01% | +4,500+7.8% | Added |
| Radnor Capital Management, LLC | 61,984 | $2.71M | 0.71% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 61,875 | $2.70M | 0.01% | −1,515−2.4% | Reduced |
| Van Eck Associates Corp | 61,643 | $2.69M | 0.01% | +3,185+5.4% | Added |
| State of Michigan Retirement System | 60,271 | $2.63M | 0.02% | −500−0.8% | Reduced |
| Baird Financial Group, Inc. | 59,153 | $2.58M | 0.01% | +3,055+5.4% | Added |
| Korea Investment CORP | 58,143 | $2.54M | 0.01% | +1,045+1.8% | Added |
| Ostrum Asset Management | 57,157 | $2.49M | 0.22% | +57,157 | New |
| YHB Investment Advisors, Inc. | 56,918 | $2.48M | 0.25% | +885+1.6% | Added |
| Panagora Asset Management Inc | 56,831 | $2.48M | 0.02% | +3,662+6.9% | Added |
| Cullen/Frost Bankers, Inc. | 56,483 | $2.47M | 0.05% | −218−0.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 52,954 | $2.31M | 0.06% | +30,865+139.7% | Added |
| Jacobi Capital Management LLC | 52,936 | $2.31M | 0.27% | −1,937−3.5% | Reduced |
| Tredje AP-fonden | 52,837 | $2.31M | 0.04% | +2,488+4.9% | Added |
| Susquehanna Fundamental Investments, LLC | 51,820 | $2.26M | 0.05% | −72,803−58.4% | Reduced |
| Bessemer Group Inc | 51,006 | $2.23M | 0.01% | +43+0.1% | Added |
| Nisa Investment Advisors, LLC | 50,594 | $2.21M | 0.02% | −10,700−17.5% | Reduced |
| Envestnet Asset Management Inc | 50,211 | $2.19M | 0.00% | +4,374+9.5% | Added |
| Andra AP-fonden | 50,100 | $2.19M | 0.06% | +17,300+52.7% | Added |
| HSBC Holdings PLC | 50,374 | $2.18M | 0.00% | +33,686+201.9% | Added |
| Kistler-Tiffany Companies, LLC | 49,597 | $2.16M | 0.41% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 49,334 | $2.15M | 0.20% | +49,334 | New |
| Engineers Gate Manager LP | 47,320 | $2.07M | 0.09% | +47,320 | New |
| Trillium Asset Management, LLC | 47,632 | $2.03M | 0.06% | +2,071+4.5% | Added |
| Gotham Asset Management, LLC | 46,574 | $2.03M | 0.05% | +29,996+180.9% | Added |
| SG Americas Securities, LLC | 46,502 | $2.03M | 0.03% | +10,143+27.9% | Added |
| Eqis Capital Management, Inc. | 46,388 | $2.02M | 0.23% | +40,676+712.1% | Added |
| First Personal Financial Services | 46,351 | $2.02M | 0.52% | +1,117+2.5% | Added |
| Tortoise Index Solutions, LLC | 45,687 | $1.99M | 0.38% | −2,834−5.8% | Reduced |
| Creative Planning | 45,667 | $1.99M | 0.00% | −23−0.1% | Reduced |
| CI Private Wealth, LLC | 44,262 | $1.93M | 0.01% | +9,252+26.4% | Added |
| TFG Advisers LLC | 44,209 | $1.93M | 0.93% | −397−0.9% | Reduced |
| Prudential PLC | 43,574 | $1.90M | 0.02% | −3,889−8.2% | Reduced |