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 |
|---|---|---|---|---|---|
| Addison Capital Co | 34,276 | $1.37M | 0.98% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 34,567 | $1.38M | 0.00% | −699−2.0% | Reduced |
| SG Americas Securities, LLC | 35,948 | $1.44M | 0.01% | −10,554−22.7% | Reduced |
| Bryn Mawr Trust Co | 36,389 | $1.45M | 0.06% | −400−1.1% | Reduced |
| Arcadia Investment Management Corp | 37,005 | $1.48M | 0.30% | +7,508+25.5% | Added |
| Bridgewater Associates, LP | 37,973 | $1.52M | 0.01% | −2,283−5.7% | Reduced |
| Kestra Advisory Services, LLC | 38,238 | $1.53M | 0.02% | +3,316+9.5% | Added |
| Mercer Global Advisors Inc | 38,962 | $1.55M | 0.01% | −1,422−3.5% | Reduced |
| Glenmede Trust Co NA | 35,675 | $1.56M | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 39,247 | $1.57M | 0.05% | +39,247 | New |
| Bridgewater Advisors Inc. | 40,327 | $1.61M | 0.32% | 00.0% | Unchanged |
| Utah Retirement Systems | 41,698 | $1.66M | 0.02% | +600+1.5% | Added |
| Creative Planning | 42,112 | $1.68M | 0.00% | −3,555−7.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 42,156 | $1.68M | 0.02% | +3,931+10.3% | Added |
| Pacer Advisors, Inc. | 42,200 | $1.68M | 0.01% | +42,200 | New |
| Prudential PLC | 43,111 | $1.72M | 0.02% | −463−1.1% | Reduced |
| TFG Advisers LLC | 43,871 | $1.75M | 0.80% | −338−0.8% | Reduced |
| Lido Advisors, LLC | 44,212 | $1.76M | 0.02% | +3,106+7.6% | Added |
| Dynamic Technology Lab Private Ltd | 44,260 | $1.77M | 0.22% | −5,074−10.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 44,344 | $1.77M | 0.00% | −33,859−43.3% | Reduced |
| Tredje AP-fonden | 45,331 | $1.81M | 0.03% | −7,506−14.2% | Reduced |
| Atom Investors LP | 45,707 | $1.82M | 0.69% | +45,707 | New |
| First Personal Financial Services | 45,770 | $1.83M | 0.45% | −581−1.3% | Reduced |
| Tortoise Index Solutions, LLC | 46,518 | $1.86M | 0.38% | +831+1.8% | Added |
| Trillium Asset Management, LLC | 48,464 | $1.93M | 0.05% | +832+1.7% | Added |
| New Mexico Educational Retirement Board | 48,800 | $1.95M | 0.09% | +5,600+13.0% | Added |
| Kistler-Tiffany Companies, LLC | 49,308 | $1.97M | 0.32% | −289−0.6% | Reduced |
| Man Group plc | 50,235 | $2.00M | 0.01% | – | – |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 50,517 | $2.02M | 0.00% | +24,159+91.7% | Added |
| CenterBook Partners LP | 50,748 | $2.03M | 0.25% | +29,336+137.0% | Added |
| Kennedy Capital Management, Inc. | 50,794 | $2.03M | 0.05% | +26,812+111.8% | Added |
| Cutter & CO Brokerage, Inc. | 50,855 | $2.03M | 0.60% | −42,635−45.6% | Reduced |
| Bessemer Group Inc | 51,082 | $2.04M | 0.00% | +76+0.1% | Added |
| Nisa Investment Advisors, LLC | 51,154 | $2.04M | 0.01% | +560+1.1% | Added |
| Susquehanna Fundamental Investments, LLC | 51,820 | $2.07M | 0.08% | 00.0% | Unchanged |
| Voya Investment Management LLC | 52,123 | $2.08M | 0.00% | −39,003−42.8% | Reduced |
| CI Private Wealth, LLC | 52,436 | $2.09M | 0.00% | +8,174+18.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 53,467 | $2.13M | 0.06% | +513+1.0% | Added |
| Envestnet Asset Management Inc | 54,084 | $2.16M | 0.00% | +3,873+7.7% | Added |
| Jacobi Capital Management LLC | 54,842 | $2.19M | 0.24% | +1,906+3.6% | Added |
| Squarepoint Ops LLC | 55,493 | $2.21M | 0.01% | +55,493 | New |
| Cubist Systematic Strategies, LLC | 55,601 | $2.22M | 0.02% | −239,802−81.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 56,235 | $2.24M | 0.04% | −248−0.4% | Reduced |
| HSBC Holdings PLC | 56,842 | $2.26M | 0.00% | +6,468+12.8% | Added |
| Forsta Ap-Fonden | 56,700 | $2.26M | 0.02% | +56,700 | New |
| Panagora Asset Management Inc | 56,831 | $2.27M | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 57,203 | $2.28M | 0.19% | +46+0.1% | Added |
| YHB Investment Advisors, Inc. | 57,699 | $2.30M | 0.21% | +781+1.4% | Added |
| Baird Financial Group, Inc. | 58,185 | $2.32M | 0.01% | −968−1.6% | Reduced |
| Cipher Capital LP | 59,103 | $2.36M | 0.40% | +59,103 | New |
| State of Michigan Retirement System | 59,271 | $2.37M | 0.01% | −1,000−1.7% | Reduced |
| Exchange Traded Concepts, LLC | 59,795 | $2.39M | 0.06% | +46,080+336.0% | Added |
| La Banque Postale Asset Management SA | 59,894 | $2.39M | 0.06% | −22,304−27.1% | Reduced |
| Citigroup Inc | 59,951 | $2.39M | 0.00% | −61,367−50.6% | Reduced |
| Toronto Dominion Bank | 60,275 | $2.40M | 0.00% | −8,780−12.7% | Reduced |
| HighTower Advisors, LLC | 60,618 | $2.42M | 0.00% | −1,257−2.0% | Reduced |
| Radnor Capital Management, LLC | 61,984 | $2.47M | 1.06% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 62,310 | $2.49M | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 62,558 | $2.50M | 0.01% | −27,275−30.4% | Reduced |
| Van Eck Associates Corp | 65,881 | $2.63M | 0.01% | +4,238+6.9% | Added |
| Candriam Luxembourg S.C.A. | 67,587 | $2.70M | 0.02% | −152,635−69.3% | Reduced |
| Eqis Capital Management, Inc. | 67,618 | $2.70M | 0.30% | +21,230+45.8% | Added |
| Arizona State Retirement System | 68,541 | $2.74M | 0.02% | −3,902−5.4% | Reduced |
| Voloridge Investment Management, LLC | 68,700 | $2.74M | 0.01% | +54,067+369.5% | Added |
| Stephens Inc | 68,918 | $2.75M | 0.05% | +292+0.4% | Added |
| Texas Yale Capital Corp. | 68,983 | $2.75M | 0.13% | +1,900+2.8% | Added |
| Oregon Public Employees Retirement Fund | 69,588 | $2.78M | 0.03% | −270−0.4% | Reduced |
| Louisiana State Employees Retirement System | 70,300 | $2.81M | 0.06% | +7,000+11.1% | Added |
| Hamilton Point Investment Advisors, LLC | 70,398 | $2.81M | 0.67% | −3,105−4.2% | Reduced |
| Rodgers Brothers Inc. | 71,118 | $2.84M | 0.50% | +46,950+194.3% | Added |
| Balyasny Asset Management LLC | 71,684 | $2.86M | 0.01% | +71,684 | New |
| Engineers Gate Manager LP | 72,486 | $2.89M | 0.11% | +25,166+53.2% | Added |
| Acadian Asset Management LLC | 74,804 | $2.98M | 0.01% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 75,731 | $3.02M | 0.83% | +488+0.6% | Added |
| Holocene Advisors, LP | 76,254 | $3.04M | 0.01% | +76,254 | New |
| South Dakota Investment Council | 76,295 | $3.04M | 0.06% | −3,700−4.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 76,735 | $3.06M | 0.01% | −1,623−2.1% | Reduced |
| Covea Finance | 80,000 | $3.19M | 0.17% | −138,507−63.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 80,627 | $3.22M | 0.01% | +10,459+14.9% | Added |
| Andra AP-fonden | 81,100 | $3.24M | 0.08% | +31,000+61.9% | Added |
| Storebrand Asset Management AS | 81,125 | $3.24M | 0.01% | +7,963+10.9% | Added |
| Coston, McIsaac & Partners | 81,981 | $3.27M | 1.13% | +3,238+4.1% | Added |
| Clear Harbor Asset Management, LLC | 85,636 | $3.42M | 0.34% | −3,789−4.2% | Reduced |
| M&T Bank Corp | 88,481 | $3.53M | 0.01% | +14,398+19.4% | Added |
| Prudential Financial Inc | 88,691 | $3.54M | 0.01% | +7,854+9.7% | Added |
| Cambridge Trust Co | 89,420 | $3.57M | 0.16% | −108,435−54.8% | Reduced |
| State of Tennessee, Treasury Department | 89,526 | $3.57M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 89,754 | $3.58M | 0.01% | −3,380−3.6% | Reduced |
| IFM Investors Pty Ltd | 90,482 | $3.61M | 0.05% | +19,867+28.1% | Added |
| Twinbeech Capital LP | 90,584 | $3.62M | 0.07% | −179,096−66.4% | Reduced |
| Navellier & Associates Inc | 90,978 | $3.63M | 0.71% | −822−0.9% | Reduced |
| Asset Management One Co.,Ltd. | 91,549 | $3.65M | 0.02% | −15,742−14.7% | Reduced |
| DnB Asset Management AS | 92,001 | $3.67M | 0.02% | +12,760+16.1% | Added |
| BLB&B Advisors, LLC | 94,514 | $3.77M | 0.26% | −3,259−3.3% | Reduced |
| Cinctive Capital Management LP | 95,017 | $3.79M | 0.15% | −65,045−40.6% | Reduced |
| NewSquare Capital LLC | 99,704 | $3.98M | 0.41% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100,412 | $4.01M | 0.34% | −123−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 100,976 | $4.03M | 0.05% | +87,746+663.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 102,127 | $4.08M | 0.01% | +13,332+15.0% | Added |
| Silver Lake Advisory, LLC | 105,604 | $4.21M | 2.25% | −596−0.6% | Reduced |