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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 106,023 | $4.23M | 0.03% | −6,237−5.6% | Reduced |
| Treasurer of the State of North Carolina | 106,098 | $4.23M | 0.02% | +4,930+4.9% | Added |
| Brown Advisory Inc | 107,043 | $4.27M | 0.01% | −675−0.6% | Reduced |
| Price T Rowe Associates Inc | 107,978 | $4.31M | 0.00% | +3,006+2.9% | Added |
| First National Corp | 110,655 | $4.42M | 1.05% | +7,519+7.3% | Added |
| Public Employees Retirement System of Ohio | 111,484 | $4.45M | 0.02% | −5,131−4.4% | Reduced |
| Costello Asset Management, INC | 113,575 | $4.53M | 3.88% | +35,205+44.9% | Added |
| Swiss Life Asset Management Ltd | 114,170 | $4.56M | 0.07% | +15,813+16.1% | Added |
| Raymond James & Associates | 115,946 | $4.63M | 0.00% | −104,264−47.3% | Reduced |
| Gotham Asset Management, LLC | 118,940 | $4.75M | 0.10% | +72,366+155.4% | Added |
| Mn Services Vermogensbeheer B.V. | 119,300 | $4.76M | 0.04% | +2,000+1.7% | Added |
| Yousif Capital Management, LLC | 119,729 | $4.78M | 0.06% | −3,264−2.7% | Reduced |
| Farmers Trust Co | 119,888 | $4.78M | 1.02% | +252+0.2% | Added |
| Ameritas Investment Partners, Inc. | 123,714 | $4.94M | 0.19% | −626−0.5% | Reduced |
| AXA S.A. | 124,273 | $4.96M | 0.02% | +15,073+13.8% | Added |
| Private Advisor Group, LLC | 123,069 | $4.98M | 0.04% | −3,196−2.5% | Reduced |
| First National Bank & Trust Co of Newtown | 124,823 | $4.98M | 1.06% | −2,191−1.7% | Reduced |
| Element Capital Management LLC | 129,591 | $5.17M | 0.35% | +129,591 | New |
| State of New Jersey Common Pension Fund D | 130,709 | $5.22M | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 134,795 | $5.38M | 0.01% | +63,385+88.8% | Added |
| HM Payson & Co | 134,810 | $5.38M | 0.12% | +807+0.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 135,556 | $5.41M | 0.02% | −29,767−18.0% | Reduced |
| KBC Group NV | 138,156 | $5.51M | 0.02% | −10,126−6.8% | Reduced |
| Stifel Financial Corp | 139,288 | $5.56M | 0.01% | +1,129+0.8% | Added |
| Janney Montgomery Scott LLC | 140,753 | $5.62M | 0.02% | −5,947−4.1% | Reduced |
| Shelton Capital Management | 141,853 | $5.66M | 0.20% | +130,000+1,096.8% | Added |
| D. E. Shaw & Co., Inc. | 144,020 | $5.75M | 0.01% | +144,020 | New |
| MetLife Investment Management | 144,224 | $5.76M | 0.04% | −1,989−1.4% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 154,535 | $6.17M | 0.09% | −8,705−5.3% | Reduced |
| Amalgamated Bank | 158,074 | $6.31M | 0.05% | −4,727−2.9% | Reduced |
| Wills Financial Group, Inc. | 159,148 | $6.35M | 3.22% | +1,465+0.9% | Added |
| Victory Capital Management Inc | 161,409 | $6.44M | 0.01% | −56,506−25.9% | Reduced |
| SEI Investments Co | 163,228 | $6.51M | 0.01% | −58,569−26.4% | Reduced |
| Impax Asset Management Group plc | 164,906 | $6.58M | 0.03% | +27,586+20.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 174,406 | $6.96M | 0.35% | +3,421+2.0% | Added |
| Mutual of America Capital Management LLC | 175,044 | $6.99M | 0.08% | −16,866−8.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 175,629 | $7.01M | 0.76% | +4,611+2.7% | Added |
| Manufacturers Life Insurance Company, The | 176,833 | $7.06M | 0.00% | −5,367−2.9% | Reduced |
| Hennessy Advisors Inc | 182,900 | $7.30M | 0.53% | −6,200−3.3% | Reduced |
| Magellan Asset Management Ltd | 188,972 | $7.54M | 0.07% | +7,771+4.3% | Added |
| Swedbank AB | 190,388 | $7.60M | 0.01% | +3,913+2.1% | Added |
| The PNC Financial Services Group, Inc. | 191,505 | $7.64M | 0.01% | −713−0.4% | Reduced |
| Bank of Montreal | 185,229 | $7.76M | 0.00% | −1,681−0.9% | Reduced |
| First Manhattan Co | 195,514 | $7.80M | 0.03% | −10,928−5.3% | Reduced |
| State of Wisconsin Investment Board | 196,907 | $7.86M | 0.02% | −1,300−0.7% | Reduced |
| ExodusPoint Capital Management, LP | 200,971 | $8.02M | 0.09% | −167,899−45.5% | Reduced |
| Susquehanna International Group, LLP | 201,079 | $8.03M | 0.01% | +117,592+140.9% | Added |
| LPL Financial LLC | 206,469 | $8.24M | 0.01% | −12,863−5.9% | Reduced |
| Texas Permanent School Fund | 211,743 | $8.45M | 0.08% | −2,310−1.1% | Reduced |
| Cambiar Investors LLC | 221,521 | $8.84M | 0.37% | +19,540+9.7% | Added |
| Russell Investments Group, Ltd. | 224,180 | $8.94M | 0.02% | +26,785+13.6% | Added |
| State Board of Administration of Florida Retirement System | 267,905 | $10.7M | 0.02% | −7,500−2.7% | Reduced |
| Commonwealth Equity Services, LLC | 268,407 | $10.7M | 0.02% | −2,605−1.0% | Reduced |
| Natixis | 271,396 | $10.8M | 0.09% | +12,427+4.8% | Added |
| Maryland State Retirement & Pension System | 272,295 | $10.9M | 0.23% | +9,604+3.7% | Added |
| Barclays PLC | 281,094 | $11.2M | 0.01% | +63,894+29.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 285,186 | $11.4M | 0.14% | +51,400+22.0% | Added |
| New York State Teachers Retirement System | 298,704 | $11.9M | 0.03% | +4,413+1.5% | Added |
| Standard Life Aberdeen plc | 327,798 | $13.1M | 0.03% | −18,478−5.3% | Reduced |
| DekaBank Deutsche Girozentrale | 357,643 | $14.0M | 0.03% | +65,378+22.4% | Added |
| Retirement Systems of Alabama | 354,142 | $14.1M | 0.06% | −1,828−0.5% | Reduced |
| Wells Fargo & Company | 356,656 | $14.2M | 0.00% | +1,558+0.4% | Added |
| American International Group, Inc. | 362,898 | $14.5M | 0.09% | −5,316−1.4% | Reduced |
| Royal Bank of Canada | 363,317 | $14.5M | 0.00% | +12,190+3.5% | Added |
| UBS Group AG | 368,447 | $14.7M | 0.01% | −108,854−22.8% | Reduced |
| Ameriprise Financial Inc | 370,771 | $14.8M | 0.00% | −14,546−3.8% | Reduced |
| Korea Investment CORP | 377,261 | $15.1M | 0.04% | +319,118+548.9% | Added |
| Credit Suisse AG | 395,112 | $15.8M | 0.02% | −166,445−29.6% | Reduced |
| AQR Capital Management LLC | 407,021 | $16.1M | 0.03% | −82,332−16.8% | Reduced |
| California Public Employees Retirement System | 416,431 | $16.6M | 0.01% | −13,251−3.1% | Reduced |
| Qube Research & Technologies Ltd | 440,600 | $17.6M | 0.07% | +45,539+11.5% | Added |
| New York State Common Retirement Fund | 472,618 | $18.9M | 0.02% | −41,512−8.1% | Reduced |
| FMR LLC | 478,516 | $19.1M | 0.00% | −11,815−2.4% | Reduced |
| California State Teachers Retirement System | 478,598 | $19.1M | 0.03% | +6,346+1.3% | Added |
| Public Employees Retirement Association of Colorado | 481,221 | $19.2M | 0.09% | +29,365+6.5% | Added |
| Alliancebernstein L.P. | 500,466 | $20.0M | 0.01% | +10,951+2.2% | Added |
| Gabelli Funds LLC | 503,700 | $20.1M | 0.15% | −800−0.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 505,592 | $20.2M | 0.05% | +160,758+46.6% | Added |
| Aviva PLC | 507,363 | $20.2M | 0.08% | −79,002−13.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 522,851 | $20.9M | 0.16% | +61,880+13.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 541,808 | $21.6M | 0.02% | −105,028−16.2% | Reduced |
| Thematics Asset Management | 546,384 | $21.8M | 1.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 546,970 | $21.8M | 0.10% | −328,535−37.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 550,494 | $22.0M | 0.01% | +69,287+14.4% | Added |
| Bank of America Corp | 616,541 | $24.6M | 0.00% | −140,889−18.6% | Reduced |
| Millennium Management LLC | 619,029 | $24.7M | 0.03% | −382,130−38.2% | Reduced |
| Citadel Advisors LLC | 641,385 | $25.6M | 0.03% | +640,692+92,451.9% | Added |
| Allianz Asset Management GmbH | 656,919 | $26.2M | 0.06% | +96,420+17.2% | Added |
| Point72 Asset Management, L.P. | 656,954 | $26.2M | 0.09% | +569,921+654.8% | Added |
| ProShare Advisors LLC | 775,154 | $30.9M | 0.09% | +9,972+1.3% | Added |
| APG Asset Management N.V. | 882,561 | $32.3M | 0.07% | +724,880+459.7% | Added |
| Rhumbline Advisers | 829,449 | $33.1M | 0.04% | +135,928+19.6% | Added |
| Deutsche Bank AG | 864,076 | $34.5M | 0.02% | −47,934−5.3% | Reduced |
| Goldman Sachs Group Inc | 896,861 | $35.8M | 0.01% | −276,588−23.6% | Reduced |
| Swiss National Bank | 905,300 | $36.1M | 0.02% | −81,100−8.2% | Reduced |
| Nuveen Asset Management, LLC | 909,407 | $36.3M | 0.01% | +7,142+0.8% | Added |
| Great West Life Assurance Co | 926,909 | $37.2M | 0.09% | −12,875−1.4% | Reduced |
| JPMorgan Chase & Co | 970,769 | $38.7M | 0.00% | +321,147+49.4% | Added |
| Kames Capital plc | 1,021,848 | $40.8M | 0.66% | −3,886−0.4% | Reduced |
| Principal Financial Group Inc | 1,055,778 | $42.1M | 0.03% | −52,675−4.8% | Reduced |