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, Q2 2023
Institutional positions in Essential Utilities, Inc. as of Jun 30, 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
- 626
- −20 vs. Q1 2023
- Shares held
- 191.2M
- +445.6K (+0.2%) vs. Q1 2023
- Total value
- $7.63B
- −$694.5M (−8.3%) vs. Q1 2023
- New holders
- 58
- 192 more added
- Sold out
- 78
- 221 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 30,111,063 | $1.20B | 0.03% | −18,164−0.1% | Reduced |
| Vanguard Group Inc | 27,069,025 | $1.08B | 0.03% | +135,879+0.5% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $864.5M | 1.31% | 00.0% | Unchanged |
| State Street Corp | 14,243,930 | $568.5M | 0.03% | +348,953+2.5% | Added |
| Amundi | 8,148,701 | $326.0M | 0.16% | +1,046,180+14.7% | Added |
| Pictet Asset Management SA | 5,003,490 | $199.7M | 0.24% | −428,619−7.9% | Reduced |
| Invesco Ltd. | 4,205,416 | $167.8M | 0.04% | +325,981+8.4% | Added |
| Geode Capital Management, LLC | 3,599,518 | $143.4M | 0.02% | +213,245+6.3% | Added |
| Northern Trust Corp | 3,361,742 | $134.2M | 0.03% | −116,723−3.4% | Reduced |
| Legal & General Group Plc | 2,751,311 | $109.8M | 0.04% | +77,998+2.9% | Added |
| Bank of New York Mellon Corp | 2,692,337 | $107.5M | 0.02% | −39,067−1.4% | Reduced |
| Norges Bank | 2,636,074 | $105.2M | 0.02% | −281,636−9.7% | Reduced |
| Duff & Phelps Investment Management Co | 2,516,958 | $100.5M | 1.22% | 00.0% | Unchanged |
| Franklin Resources Inc | 2,332,676 | $93.1M | 0.04% | +31,916+1.4% | Added |
| Macquarie Group Ltd | 2,171,254 | $86.7M | 0.10% | +1,218,896+128.0% | Added |
| Zimmer Partners, LP | 2,096,278 | $83.7M | 2.09% | −63,000−2.9% | Reduced |
| Morgan Stanley | 2,004,980 | $80.0M | 0.01% | −69,659−3.4% | Reduced |
| Tandem Investment Advisors, Inc. | 1,899,222 | $75.8M | 3.33% | +138,796+7.9% | Added |
| Charles Schwab Investment Management Inc | 1,693,762 | $67.6M | 0.02% | +26,479+1.6% | Added |
| Cohen & Steers, Inc. | 1,568,239 | $62.6M | 0.13% | −960,510−38.0% | Reduced |
| UBS Asset Management Americas Inc | 1,396,328 | $60.9M | 0.03% | 00.0% | Unchanged |
| First Trust Advisors LP | 1,301,325 | $51.9M | 0.06% | −83,234−6.0% | Reduced |
| Empower Advisory Group, LLC | 1,202,998 | $48.0M | 0.21% | +35,212+3.0% | Added |
| Dimensional Fund Advisors LP | 1,182,086 | $47.2M | 0.02% | +42,754+3.8% | Added |
| Principal Financial Group Inc | 1,055,778 | $42.1M | 0.03% | −52,675−4.8% | Reduced |
| Kames Capital plc | 1,021,848 | $40.8M | 0.66% | −3,886−0.4% | Reduced |
| JPMorgan Chase & Co | 970,769 | $38.7M | 0.00% | +321,147+49.4% | Added |
| Great West Life Assurance Co | 926,909 | $37.2M | 0.09% | −12,875−1.4% | Reduced |
| Nuveen Asset Management, LLC | 909,407 | $36.3M | 0.01% | +7,142+0.8% | Added |
| Swiss National Bank | 905,300 | $36.1M | 0.02% | −81,100−8.2% | Reduced |
| Goldman Sachs Group Inc | 896,861 | $35.8M | 0.01% | −276,588−23.6% | Reduced |
| Deutsche Bank AG | 864,076 | $34.5M | 0.02% | −47,934−5.3% | Reduced |
| Rhumbline Advisers | 829,449 | $33.1M | 0.04% | +135,928+19.6% | Added |
| APG Asset Management N.V. | 882,561 | $32.3M | 0.07% | +724,880+459.7% | Added |
| ProShare Advisors LLC | 775,154 | $30.9M | 0.09% | +9,972+1.3% | Added |
| Point72 Asset Management, L.P. | 656,954 | $26.2M | 0.09% | +569,921+654.8% | Added |
| Allianz Asset Management GmbH | 656,919 | $26.2M | 0.06% | +96,420+17.2% | Added |
| Citadel Advisors LLC | 641,385 | $25.6M | 0.03% | +640,692+92,451.9% | Added |
| Millennium Management LLC | 619,029 | $24.7M | 0.03% | −382,130−38.2% | Reduced |
| Bank of America Corp | 616,541 | $24.6M | 0.00% | −140,889−18.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 550,494 | $22.0M | 0.01% | +69,287+14.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 546,970 | $21.8M | 0.10% | −328,535−37.5% | Reduced |
| Thematics Asset Management | 546,384 | $21.8M | 1.05% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 541,808 | $21.6M | 0.02% | −105,028−16.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 522,851 | $20.9M | 0.16% | +61,880+13.4% | Added |
| Aviva PLC | 507,363 | $20.2M | 0.08% | −79,002−13.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 505,592 | $20.2M | 0.05% | +160,758+46.6% | Added |
| Gabelli Funds LLC | 503,700 | $20.1M | 0.15% | −800−0.2% | Reduced |
| Alliancebernstein L.P. | 500,466 | $20.0M | 0.01% | +10,951+2.2% | Added |
| Public Employees Retirement Association of Colorado | 481,221 | $19.2M | 0.09% | +29,365+6.5% | Added |
| California State Teachers Retirement System | 478,598 | $19.1M | 0.03% | +6,346+1.3% | Added |
| FMR LLC | 478,516 | $19.1M | 0.00% | −11,815−2.4% | Reduced |
| New York State Common Retirement Fund | 472,618 | $18.9M | 0.02% | −41,512−8.1% | Reduced |
| Qube Research & Technologies Ltd | 440,600 | $17.6M | 0.07% | +45,539+11.5% | Added |
| California Public Employees Retirement System | 416,431 | $16.6M | 0.01% | −13,251−3.1% | Reduced |
| AQR Capital Management LLC | 407,021 | $16.1M | 0.03% | −82,332−16.8% | Reduced |
| Credit Suisse AG | 395,112 | $15.8M | 0.02% | −166,445−29.6% | Reduced |
| Korea Investment CORP | 377,261 | $15.1M | 0.04% | +319,118+548.9% | Added |
| Ameriprise Financial Inc | 370,771 | $14.8M | 0.00% | −14,546−3.8% | Reduced |
| UBS Group AG | 368,447 | $14.7M | 0.01% | −108,854−22.8% | Reduced |
| Royal Bank of Canada | 363,317 | $14.5M | 0.00% | +12,190+3.5% | Added |
| American International Group, Inc. | 362,898 | $14.5M | 0.09% | −5,316−1.4% | Reduced |
| Wells Fargo & Company | 356,656 | $14.2M | 0.00% | +1,558+0.4% | Added |
| Retirement Systems of Alabama | 354,142 | $14.1M | 0.06% | −1,828−0.5% | Reduced |
| DekaBank Deutsche Girozentrale | 357,643 | $14.0M | 0.03% | +65,378+22.4% | Added |
| Standard Life Aberdeen plc | 327,798 | $13.1M | 0.03% | −18,478−5.3% | Reduced |
| New York State Teachers Retirement System | 298,704 | $11.9M | 0.03% | +4,413+1.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 285,186 | $11.4M | 0.14% | +51,400+22.0% | Added |
| Barclays PLC | 281,094 | $11.2M | 0.01% | +63,894+29.4% | Added |
| Maryland State Retirement & Pension System | 272,295 | $10.9M | 0.23% | +9,604+3.7% | Added |
| Natixis | 271,396 | $10.8M | 0.09% | +12,427+4.8% | Added |
| Commonwealth Equity Services, LLC | 268,407 | $10.7M | 0.02% | −2,605−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 267,905 | $10.7M | 0.02% | −7,500−2.7% | Reduced |
| Russell Investments Group, Ltd. | 224,180 | $8.94M | 0.02% | +26,785+13.6% | Added |
| Cambiar Investors LLC | 221,521 | $8.84M | 0.37% | +19,540+9.7% | Added |
| Texas Permanent School Fund | 211,743 | $8.45M | 0.08% | −2,310−1.1% | Reduced |
| LPL Financial LLC | 206,469 | $8.24M | 0.01% | −12,863−5.9% | Reduced |
| Susquehanna International Group, LLP | 201,079 | $8.03M | 0.01% | +117,592+140.9% | Added |
| ExodusPoint Capital Management, LP | 200,971 | $8.02M | 0.09% | −167,899−45.5% | Reduced |
| State of Wisconsin Investment Board | 196,907 | $7.86M | 0.02% | −1,300−0.7% | Reduced |
| First Manhattan Co | 195,514 | $7.80M | 0.03% | −10,928−5.3% | Reduced |
| Bank of Montreal | 185,229 | $7.76M | 0.00% | −1,681−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 191,505 | $7.64M | 0.01% | −713−0.4% | Reduced |
| Swedbank AB | 190,388 | $7.60M | 0.01% | +3,913+2.1% | Added |
| Magellan Asset Management Ltd | 188,972 | $7.54M | 0.07% | +7,771+4.3% | Added |
| Hennessy Advisors Inc | 182,900 | $7.30M | 0.53% | −6,200−3.3% | Reduced |
| Manufacturers Life Insurance Company, The | 176,833 | $7.06M | 0.00% | −5,367−2.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 175,629 | $7.01M | 0.76% | +4,611+2.7% | Added |
| Mutual of America Capital Management LLC | 175,044 | $6.99M | 0.08% | −16,866−8.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 174,406 | $6.96M | 0.35% | +3,421+2.0% | Added |
| Impax Asset Management Group plc | 164,906 | $6.58M | 0.03% | +27,586+20.1% | Added |
| SEI Investments Co | 163,228 | $6.51M | 0.01% | −58,569−26.4% | Reduced |
| Victory Capital Management Inc | 161,409 | $6.44M | 0.01% | −56,506−25.9% | Reduced |
| Wills Financial Group, Inc. | 159,148 | $6.35M | 3.22% | +1,465+0.9% | Added |
| Amalgamated Bank | 158,074 | $6.31M | 0.05% | −4,727−2.9% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 154,535 | $6.17M | 0.09% | −8,705−5.3% | Reduced |
| MetLife Investment Management | 144,224 | $5.76M | 0.04% | −1,989−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 144,020 | $5.75M | 0.01% | +144,020 | New |
| Shelton Capital Management | 141,853 | $5.66M | 0.20% | +130,000+1,096.8% | Added |
| Janney Montgomery Scott LLC | 140,753 | $5.62M | 0.02% | −5,947−4.1% | Reduced |