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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,182,086 | $47.2M | 0.02% | +42,754+3.8% | Added |
| Empower Advisory Group, LLC | 1,202,998 | $48.0M | 0.21% | +35,212+3.0% | Added |
| First Trust Advisors LP | 1,301,325 | $51.9M | 0.06% | −83,234−6.0% | Reduced |
| UBS Asset Management Americas Inc | 1,396,328 | $60.9M | 0.03% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,568,239 | $62.6M | 0.13% | −960,510−38.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,693,762 | $67.6M | 0.02% | +26,479+1.6% | Added |
| Tandem Investment Advisors, Inc. | 1,899,222 | $75.8M | 3.33% | +138,796+7.9% | Added |
| Morgan Stanley | 2,004,980 | $80.0M | 0.01% | −69,659−3.4% | Reduced |
| Zimmer Partners, LP | 2,096,278 | $83.7M | 2.09% | −63,000−2.9% | Reduced |
| Macquarie Group Ltd | 2,171,254 | $86.7M | 0.10% | +1,218,896+128.0% | Added |
| Franklin Resources Inc | 2,332,676 | $93.1M | 0.04% | +31,916+1.4% | Added |
| Duff & Phelps Investment Management Co | 2,516,958 | $100.5M | 1.22% | 00.0% | Unchanged |
| Norges Bank | 2,636,074 | $105.2M | 0.02% | −281,636−9.7% | Reduced |
| Bank of New York Mellon Corp | 2,692,337 | $107.5M | 0.02% | −39,067−1.4% | Reduced |
| Legal & General Group Plc | 2,751,311 | $109.8M | 0.04% | +77,998+2.9% | Added |
| Northern Trust Corp | 3,361,742 | $134.2M | 0.03% | −116,723−3.4% | Reduced |
| Geode Capital Management, LLC | 3,599,518 | $143.4M | 0.02% | +213,245+6.3% | Added |
| Invesco Ltd. | 4,205,416 | $167.8M | 0.04% | +325,981+8.4% | Added |
| Pictet Asset Management SA | 5,003,490 | $199.7M | 0.24% | −428,619−7.9% | Reduced |
| Amundi | 8,148,701 | $326.0M | 0.16% | +1,046,180+14.7% | Added |
| State Street Corp | 14,243,930 | $568.5M | 0.03% | +348,953+2.5% | Added |
| Canada Pension Plan Investment Board | 21,661,095 | $864.5M | 1.31% | 00.0% | Unchanged |
| Vanguard Group Inc | 27,069,025 | $1.08B | 0.03% | +135,879+0.5% | Added |
| BlackRock Inc. | 30,111,063 | $1.20B | 0.03% | −18,164−0.1% | Reduced |
| Sofos Investments, Inc. | 40 | – | – | −4−9.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −248,156−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −79,525−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −41,815−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −36,216−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −25,771−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −22,206−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −20,522−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −20,032−100.0% | Sold out |
| Tower Bridge Advisors | 0 | $0 | 0.00% | −18,848−100.0% | Sold out |
| Colony Family Offices, LLC | 0 | $0 | 0.00% | −18,735−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −18,400−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −17,600−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −17,066−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −17,054−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −12,404−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −11,790−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,830−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,752−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −10,598−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −8,950−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −8,950−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −8,714−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −8,388−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −8,142−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −8,090−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,894−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −7,894−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −7,724−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −7,331−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −7,121−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −6,938−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −6,839−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −5,943−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −5,863−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −5,841−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −5,826−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −5,420−100.0% | Sold out |
| Planning Directions Inc | 0 | $0 | 0.00% | −5,380−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −5,310−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Wade G W & Inc | 0 | $0 | 0.00% | −5,003−100.0% | Sold out |
| Taylor Hoffman Wealth Management | 0 | $0 | 0.00% | −4,918−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −4,889−100.0% | Sold out |
| Mill Creek Capital Advisors, LLC | 0 | $0 | 0.00% | −4,881−100.0% | Sold out |
| Colony Group LLC | 0 | $0 | 0.00% | −4,829−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −4,789−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −4,775−100.0% | Sold out |
| Cape Cod Five Cents Savings Bank | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −4,626−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −4,596−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −4,595−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −4,592−100.0% | Sold out |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −4,213−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,963−100.0% | Sold out |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −1,666−100.0% | Sold out |
| Wellington Shields & Co., LLC | 0 | $0 | 0.00% | −1,666−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −843−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −772−100.0% | Sold out |
| Atlantic Private Wealth, LLC | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −527−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −444−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −414−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −407−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Bangor Savings Bank | 0 | $0 | 0.00% | −64−100.0% | Sold out |