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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 43,200 | $1.89M | 0.10% | +7,000+19.3% | Added |
| CoreCommodity Management, LLC | 42,554 | $1.86M | 0.53% | +18,482+76.8% | Added |
| Coastline Trust Co | 42,438 | $1.85M | 0.27% | −907−2.1% | Reduced |
| STRS Ohio | 41,815 | $1.82M | 0.01% | −3,635−8.0% | Reduced |
| Lido Advisors, LLC | 41,106 | $1.79M | 0.03% | +18,682+83.3% | Added |
| Utah Retirement Systems | 41,098 | $1.79M | 0.03% | +200+0.5% | Added |
| Vontobel Holding Ltd. | 40,793 | $1.78M | 0.02% | −76,712−65.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 40,444 | $1.77M | 0.60% | +725+1.8% | Added |
| Mercer Global Advisors Inc | 40,384 | $1.76M | 0.01% | −629−1.5% | Reduced |
| Bridgewater Advisors Inc. | 40,327 | $1.76M | 0.38% | +8,969+28.6% | Added |
| Bridgewater Associates, LP | 40,256 | $1.76M | 0.01% | −59,880−59.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 38,225 | $1.67M | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 37,518 | $1.64M | 0.21% | +2,691+7.7% | Added |
| Bryn Mawr Trust Co | 36,789 | $1.60M | 0.07% | −525−1.4% | Reduced |
| Tudor Investment Corp Et Al | 36,216 | $1.58M | 0.03% | +36,216 | New |
| Glenmede Trust Co NA | 35,675 | $1.56M | 0.01% | −18,884−34.6% | Reduced |
| Federated Hermes, Inc. | 35,266 | $1.54M | 0.00% | −565−1.6% | Reduced |
| Kestra Advisory Services, LLC | 34,922 | $1.52M | 0.02% | +2,064+6.3% | Added |
| Cetera Advisor Networks LLC | 34,688 | $1.51M | 0.01% | −1,691−4.6% | Reduced |
| Addison Capital Co | 34,276 | $1.50M | 1.13% | −20,750−37.7% | Reduced |
| State of Alaska, Department of Revenue | 32,883 | $1.44M | 0.02% | −525−1.6% | Reduced |
| Gulf International Bank (UK) Ltd | 32,577 | $1.42M | 0.03% | −9,468−22.5% | Reduced |
| Trexquant Investment LP | 32,392 | $1.41M | 0.04% | +32,392 | New |
| Continuum Advisory, LLC | 32,379 | $1.41M | 0.24% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 32,065 | $1.40M | 0.05% | −41−0.1% | Reduced |
| Xponance, Inc. | 31,652 | $1.38M | 0.02% | −17−0.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 30,711 | $1.34M | 0.95% | 00.0% | Unchanged |
| AE Wealth Management LLC | 30,504 | $1.33M | 0.01% | +1,943+6.8% | Added |
| Arcadia Investment Management Corp | 29,497 | $1.29M | 0.28% | −32,420−52.4% | Reduced |
| Mariner, LLC | 28,337 | $1.24M | 0.00% | +130.0% | Added |
| Jmac Enterprises LLC | 28,285 | $1.23M | 0.31% | +469+1.7% | Added |
| Americana Partners, LLC | 28,250 | $1.23M | 0.19% | 00.0% | Unchanged |
| Haverford Trust Co | 28,124 | $1.23M | 0.01% | −545−1.9% | Reduced |
| Public Sector Pension Investment Board | 28,031 | $1.22M | 0.01% | +7,891+39.2% | Added |
| Teacher Retirement System of Texas | 27,714 | $1.21M | 0.01% | −60.0% | Reduced |
| Paradigm Asset Management Co LLC | 27,700 | $1.21M | 0.33% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 27,633 | $1.21M | 0.88% | +3,444+14.2% | Added |
| AlphaStar Capital Management, LLC | 27,630 | $1.21M | 0.10% | +4,752+20.8% | Added |
| First Business Financial Services, Inc. | 27,612 | $1.21M | 0.15% | +600+2.2% | Added |
| Carnegie Capital Asset Management, LLC | 27,331 | $1.19M | 0.05% | −349−1.3% | Reduced |
| Walleye Capital LLC | 27,314 | $1.19M | 0.02% | −20,904−43.4% | Reduced |
| Community Bank, N.A. | 26,771 | $1.17M | 0.16% | +3,004+12.6% | Added |
| Nissay Asset Management Corp | 26,626 | $1.16M | 0.01% | −1,320−4.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 26,358 | $1.15M | 0.00% | +26,358 | New |
| apricus wealth, LLC | 26,262 | $1.15M | 1.05% | +26,262 | New |
| Blackhill Capital Inc | 26,041 | $1.14M | 0.13% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 25,831 | $1.13M | 0.05% | +48+0.2% | Added |
| Ninepoint Partners LP | 25,771 | $1.12M | 0.15% | +8,945+53.2% | Added |
| Robeco Institutional Asset Management B.V. | 25,440 | $1.11M | 0.00% | −102−0.4% | Reduced |
| Arkadios Wealth Advisors | 25,247 | $1.10M | 0.13% | +3,200+14.5% | Added |
| Daiwa Securities Group Inc. | 25,053 | $1.09M | 0.01% | −155−0.6% | Reduced |
| Marshall Wace, LLP | 24,979 | $1.09M | 0.00% | +24,979 | New |
| Stock Yards Bank & Trust Co | 24,804 | $1.08M | 0.04% | −4,180−14.4% | Reduced |
| Ethic Inc. | 24,617 | $1.07M | 0.04% | +11,902+93.6% | Added |
| Nordea Investment Management AB | 24,589 | $1.07M | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 24,201 | $1.06M | 0.14% | +1,800+8.0% | Added |
| Rodgers Brothers Inc. | 24,168 | $1.05M | 0.20% | +3,380+16.3% | Added |
| Kennedy Capital Management, Inc. | 23,982 | $1.05M | 0.03% | +1,083+4.7% | Added |
| Assenagon Asset Management S.A. | 23,517 | $1.03M | 0.00% | −2,977−11.2% | Reduced |
| Rothschild Investment Corp | 23,435 | $1.02M | 0.09% | −120−0.5% | Reduced |
| Toth Financial Advisory Corp | 23,295 | $1.02M | 0.16% | −2,550−9.9% | Reduced |
| Neuberger Berman Group LLC | 23,019 | $1.00M | 0.00% | +195+0.9% | Added |
| Key Financial Inc | 22,864 | $998.0K | 0.36% | −70−0.3% | Reduced |
| Virtue Capital Management, LLC | 23,069 | $992.2K | 0.16% | −7,512−24.6% | Reduced |
| Advisors Asset Management, Inc. | 22,706 | $991.1K | 0.02% | +1,254+5.8% | Added |
| Whittier Trust Co | 22,534 | $983.6K | 0.02% | −599−2.6% | Reduced |
| Mitchell Sinkler & Starr | 22,441 | $979.5K | 0.29% | +2,861+14.6% | Added |
| Financial Architects, Inc | 22,353 | $975.7K | 0.16% | −383−1.7% | Reduced |
| US Bancorp | 22,230 | $970.3K | 0.00% | +215+1.0% | Added |
| Inceptionr LLC | 22,206 | $969.3K | 0.31% | +22,206 | New |
| Steward Partners Investment Advisory, LLC | 21,976 | $959.2K | 0.02% | +679+3.2% | Added |
| British Columbia Investment Management Corp | 21,915 | $956.6K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 21,737 | $948.8K | 0.03% | −197−0.9% | Reduced |
| CenterBook Partners LP | 21,412 | $934.6K | 0.13% | +4,106+23.7% | Added |
| Pathway Financial Advisers, LLC | 21,393 | $933.9K | 0.38% | +92+0.4% | Added |
| Natixis Advisors, L.P. | 21,381 | $933.0K | 0.00% | −7,342−25.6% | Reduced |
| Ingalls & Snyder LLC | 21,122 | $922.0K | 0.05% | −22−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 21,045 | $919.0K | 0.02% | −571−2.6% | Reduced |
| Glen Eagle Advisors, LLC | 20,995 | $916.4K | 0.23% | −300−1.4% | Reduced |
| Bernardo Wealth Planning LLC | 20,895 | $912.1K | 0.39% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 20,522 | $895.8K | 0.01% | +20,522 | New |
| D.A. Davidson & Co. | 20,443 | $892.0K | 0.01% | −1,751−7.9% | Reduced |
| Money Concepts Capital Corp | 20,032 | $877.9K | 0.05% | −3,875−16.2% | Reduced |
| Elo Mutual Pension Insurance Co | 19,987 | $872.0K | 0.03% | +800+4.2% | Added |
| Wealthspire Advisors, LLC | 19,586 | $854.9K | 0.01% | −382−1.9% | Reduced |
| Cetera Investment Advisers | 19,221 | $839.0K | 0.01% | +364+1.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,146 | $835.7K | 0.00% | −1,503−7.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 19,145 | $835.7K | 0.15% | 00.0% | Unchanged |
| TD Asset Management Inc | 19,135 | $835.2K | 0.00% | +64+0.3% | Added |
| Shell Asset Management Co | 19,034 | $831.0K | 0.03% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 18,908 | $825.3K | 0.11% | −297−1.5% | Reduced |
| Tower Bridge Advisors | 18,848 | $822.7K | 0.07% | −500−2.6% | Reduced |
| Colony Family Offices, LLC | 18,735 | $817.8K | 0.31% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 18,713 | $816.8K | 0.24% | −2,180−10.4% | Reduced |
| Truist Financial Corp | 18,607 | $812.2K | 0.00% | −6,682−26.4% | Reduced |
| Jefferies Financial Group Inc. | 18,400 | $803.2K | 0.02% | +18,400 | New |
| Sonen Capital LLC | 17,761 | $775.3K | 1.31% | −2,606−12.8% | Reduced |
| Westpac Banking Corp | 17,600 | $768.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 17,269 | $753.0K | 0.05% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,135 | $747.9K | 0.01% | 00.0% | Unchanged |