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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $559.0K | 0.36% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 14,042 | $560.4K | 0.00% | −568−3.9% | Reduced |
| Verition Fund Management LLC | 14,155 | $564.9K | 0.01% | +14,155 | New |
| Resurgent Financial Advisors LLC | 14,413 | $575.2K | 0.38% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 14,544 | $580.5K | 0.17% | +40+0.3% | Added |
| United Services Automobile Association | 14,881 | $593.9K | 0.02% | +88+0.6% | Added |
| Clean Yield Group | 14,950 | $596.7K | 0.25% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 15,038 | $600.0K | 0.02% | +43+0.3% | Added |
| New York Life Investment Management LLC | 15,193 | $606.4K | 0.01% | +15,193 | New |
| Cetera Investment Advisers | 15,304 | $610.8K | 0.01% | −3,917−20.4% | Reduced |
| CIBC Asset Management Inc | 15,305 | $610.8K | 0.00% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 15,463 | $617.1K | 0.41% | 00.0% | Unchanged |
| First Pacific Financial | 15,491 | $618.2K | 0.26% | +36+0.2% | Added |
| Belpointe Asset Management LLC | 15,663 | $625.1K | 0.07% | −666−4.1% | Reduced |
| Glen Eagle Advisors, LLC | 15,718 | $627.3K | 0.14% | −5,277−25.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,052 | $640.6K | 0.07% | +16,052 | New |
| Fiduciary Trust Co | 16,361 | $653.0K | 0.01% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 16,500 | $658.5K | 0.16% | 00.0% | Unchanged |
| Ieq Capital, LLC | 16,721 | $667.3K | 0.01% | +16,721 | New |
| Davy Global Fund Management Ltd | 16,852 | $672.6K | 0.13% | +10,837+180.2% | Added |
| Tower Research Capital LLC (TRC) | 16,874 | $673.4K | 0.02% | +10,835+179.4% | Added |
| Occudo Quantitative Strategies LP | 16,957 | $676.8K | 0.07% | −121,171−87.7% | Reduced |
| Aquatic Capital Management LLC | 17,000 | $678.0K | 0.04% | +3,900+29.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,135 | $683.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 17,269 | $689.0K | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 17,181 | $691.7K | 0.00% | +679+4.1% | Added |
| Marshall Wace, LLP | 17,734 | $707.8K | 0.00% | −7,245−29.0% | Reduced |
| Liberty One Investment Management, LLC | 18,201 | $726.4K | 0.09% | −707−3.7% | Reduced |
| Shell Asset Management Co | 18,289 | $730.0K | 0.03% | −745−3.9% | Reduced |
| Americana Partners, LLC | 18,300 | $730.4K | 0.09% | −9,950−35.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,418 | $735.1K | 0.00% | −728−3.8% | Reduced |
| Sonen Capital LLC | 18,473 | $737.3K | 1.22% | +712+4.0% | Added |
| Truist Financial Corp | 18,653 | $744.5K | 0.00% | +46+0.2% | Added |
| Teacher Retirement System of Texas | 18,984 | $758.0K | 0.01% | −8,730−31.5% | Reduced |
| TD Asset Management Inc | 19,071 | $761.1K | 0.00% | −64−0.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 19,145 | $764.1K | 0.13% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 19,378 | $773.4K | 0.03% | −5,426−21.9% | Reduced |
| Virtue Capital Management, LLC | 19,432 | $781.4K | 0.13% | −3,637−15.8% | Reduced |
| Wealthspire Advisors, LLC | 19,586 | $781.7K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 20,002 | $798.3K | 0.01% | −441−2.2% | Reduced |
| US Bancorp | 20,271 | $809.0K | 0.00% | −1,959−8.8% | Reduced |
| Intech Investment Management LLC | 20,330 | $811.4K | 0.01% | +5,624+38.2% | Added |
| Walleye Capital LLC | 20,335 | $811.6K | 0.01% | −6,979−25.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 20,442 | $815.8K | 0.08% | +20,442 | New |
| Elo Mutual Pension Insurance Co | 20,538 | $820.0K | 0.02% | +551+2.8% | Added |
| Ingalls & Snyder LLC | 20,822 | $831.0K | 0.04% | −300−1.4% | Reduced |
| Bernardo Wealth Planning LLC | 20,895 | $833.9K | 0.33% | 00.0% | Unchanged |
| Versor Investments LP | 20,967 | $836.8K | 0.14% | −3,234−13.4% | Reduced |
| Good Life Advisors, LLC | 20,973 | $837.0K | 0.09% | +6,051+40.6% | Added |
| Crossmark Global Holdings, Inc. | 20,124 | $848.0K | 0.02% | −921−4.4% | Reduced |
| Securian Asset Management, Inc | 21,432 | $855.4K | 0.02% | −305−1.4% | Reduced |
| Trexquant Investment LP | 21,567 | $860.7K | 0.02% | −10,825−33.4% | Reduced |
| Financial Architects, Inc | 21,771 | $868.9K | 0.13% | −582−2.6% | Reduced |
| British Columbia Investment Management Corp | 21,915 | $874.6K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 22,123 | $882.9K | 0.06% | +11,832+115.0% | Added |
| Mitchell Sinkler & Starr | 22,186 | $885.4K | 0.25% | −255−1.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,327 | $891.1K | 0.01% | +351+1.6% | Added |
| Blue Bell Private Wealth Management, LLC | 22,350 | $892.0K | 0.24% | +3,637+19.4% | Added |
| Whittier Trust Co | 22,534 | $899.1K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 22,813 | $910.5K | 0.13% | −482−2.1% | Reduced |
| Neuberger Berman Group LLC | 22,814 | $910.5K | 0.00% | −205−0.9% | Reduced |
| Daiwa Securities Group Inc. | 22,906 | $914.0K | 0.01% | −2,147−8.6% | Reduced |
| Rothschild Investment Corp | 23,285 | $929.0K | 0.08% | −150−0.6% | Reduced |
| Key Financial Inc | 23,293 | $929.6K | 0.31% | +429+1.9% | Added |
| Carnegie Capital Asset Management, LLC | 23,340 | $931.5K | 0.03% | −3,991−14.6% | Reduced |
| Ethic Inc. | 23,857 | $947.7K | 0.04% | −760−3.1% | Reduced |
| Advisors Asset Management, Inc. | 23,978 | $957.0K | 0.02% | +1,272+5.6% | Added |
| Nordea Investment Management AB | 24,589 | $973.7K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 25,117 | $1.00M | 0.02% | −7,460−22.9% | Reduced |
| Arkadios Wealth Advisors | 25,269 | $1.01M | 0.12% | +22+0.1% | Added |
| Neo Ivy Capital Management | 25,515 | $1.02M | 0.54% | +25,515 | New |
| Blackhill Capital Inc | 26,041 | $1.04M | 0.11% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 26,569 | $1.06M | 0.01% | −57−0.2% | Reduced |
| Wealthcare Advisory Partners LLC | 26,594 | $1.06M | 0.05% | +763+3.0% | Added |
| ELCO Management Co., LLC | 26,598 | $1.06M | 0.77% | −1,035−3.7% | Reduced |
| apricus wealth, LLC | 26,262 | $1.07M | 0.94% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 26,965 | $1.08M | 0.96% | +26,965 | New |
| Natixis Advisors, L.P. | 27,278 | $1.09M | 0.00% | +5,897+27.6% | Added |
| AlphaStar Capital Management, LLC | 27,826 | $1.11M | 0.13% | +196+0.7% | Added |
| First Business Financial Services, Inc. | 27,982 | $1.12M | 0.14% | +370+1.3% | Added |
| Haverford Trust Co | 28,110 | $1.12M | 0.01% | −140.0% | Reduced |
| Jmac Enterprises LLC | 28,601 | $1.14M | 0.28% | +316+1.1% | Added |
| Robeco Institutional Asset Management B.V. | 29,520 | $1.18M | 0.00% | +4,080+16.0% | Added |
| Xponance, Inc. | 29,639 | $1.18M | 0.02% | −2,013−6.4% | Reduced |
| State of Alaska, Department of Revenue | 29,816 | $1.19M | 0.01% | −3,067−9.3% | Reduced |
| Greenland Capital Management LP | 29,830 | $1.19M | 0.17% | −49,038−62.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 30,011 | $1.20M | 0.82% | −700−2.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 30,351 | $1.21M | 0.01% | −98,207−76.4% | Reduced |
| Community Bank, N.A. | 30,746 | $1.23M | 0.16% | +3,975+14.8% | Added |
| Public Sector Pension Investment Board | 31,131 | $1.24M | 0.01% | +3,100+11.1% | Added |
| Mariner, LLC | 31,256 | $1.25M | 0.00% | +2,919+10.3% | Added |
| Jump Financial, LLC | 31,339 | $1.25M | 0.05% | +31,339 | New |
| AE Wealth Management LLC | 31,389 | $1.25M | 0.01% | +885+2.9% | Added |
| CIBC Private Wealth Group, LLC | 32,125 | $1.28M | 0.00% | +939+3.0% | Added |
| Modera Wealth Management, LLC | 32,264 | $1.29M | 0.02% | +199+0.6% | Added |
| Continuum Advisory, LLC | 32,379 | $1.29M | 0.21% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 32,457 | $1.30M | 0.43% | −7,987−19.7% | Reduced |
| Point72 Middle East FZE | 32,841 | $1.31M | 0.07% | +32,841 | New |
| Coastline Trust Co | 33,398 | $1.33M | 0.19% | −9,040−21.3% | Reduced |
| Cetera Advisor Networks LLC | 33,728 | $1.35M | 0.01% | −960−2.8% | Reduced |