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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 139,288 | $5.56M | 0.01% | +1,129+0.8% | Added |
| KBC Group NV | 138,156 | $5.51M | 0.02% | −10,126−6.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 135,556 | $5.41M | 0.02% | −29,767−18.0% | Reduced |
| HM Payson & Co | 134,810 | $5.38M | 0.12% | +807+0.6% | Added |
| Ensign Peak Advisors, Inc | 134,795 | $5.38M | 0.01% | +63,385+88.8% | Added |
| State of New Jersey Common Pension Fund D | 130,709 | $5.22M | 0.02% | 00.0% | Unchanged |
| Element Capital Management LLC | 129,591 | $5.17M | 0.35% | +129,591 | New |
| First National Bank & Trust Co of Newtown | 124,823 | $4.98M | 1.06% | −2,191−1.7% | Reduced |
| Private Advisor Group, LLC | 123,069 | $4.98M | 0.04% | −3,196−2.5% | Reduced |
| AXA S.A. | 124,273 | $4.96M | 0.02% | +15,073+13.8% | Added |
| Ameritas Investment Partners, Inc. | 123,714 | $4.94M | 0.19% | −626−0.5% | Reduced |
| Farmers Trust Co | 119,888 | $4.78M | 1.02% | +252+0.2% | Added |
| Yousif Capital Management, LLC | 119,729 | $4.78M | 0.06% | −3,264−2.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 119,300 | $4.76M | 0.04% | +2,000+1.7% | Added |
| Gotham Asset Management, LLC | 118,940 | $4.75M | 0.10% | +72,366+155.4% | Added |
| Raymond James & Associates | 115,946 | $4.63M | 0.00% | −104,264−47.3% | Reduced |
| Swiss Life Asset Management Ltd | 114,170 | $4.56M | 0.07% | +15,813+16.1% | Added |
| Costello Asset Management, INC | 113,575 | $4.53M | 3.88% | +35,205+44.9% | Added |
| Public Employees Retirement System of Ohio | 111,484 | $4.45M | 0.02% | −5,131−4.4% | Reduced |
| First National Corp | 110,655 | $4.42M | 1.05% | +7,519+7.3% | Added |
| Price T Rowe Associates Inc | 107,978 | $4.31M | 0.00% | +3,006+2.9% | Added |
| Brown Advisory Inc | 107,043 | $4.27M | 0.01% | −675−0.6% | Reduced |
| Treasurer of the State of North Carolina | 106,098 | $4.23M | 0.02% | +4,930+4.9% | Added |
| Guggenheim Capital LLC | 106,023 | $4.23M | 0.03% | −6,237−5.6% | Reduced |
| Silver Lake Advisory, LLC | 105,604 | $4.21M | 2.25% | −596−0.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 102,127 | $4.08M | 0.01% | +13,332+15.0% | Added |
| Avantax Advisory Services, Inc. | 100,976 | $4.03M | 0.05% | +87,746+663.2% | Added |
| AdvisorNet Financial, Inc | 100,412 | $4.01M | 0.34% | −123−0.1% | Reduced |
| NewSquare Capital LLC | 99,704 | $3.98M | 0.41% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 95,017 | $3.79M | 0.15% | −65,045−40.6% | Reduced |
| BLB&B Advisors, LLC | 94,514 | $3.77M | 0.26% | −3,259−3.3% | Reduced |
| DnB Asset Management AS | 92,001 | $3.67M | 0.02% | +12,760+16.1% | Added |
| Asset Management One Co.,Ltd. | 91,549 | $3.65M | 0.02% | −15,742−14.7% | Reduced |
| Navellier & Associates Inc | 90,978 | $3.63M | 0.71% | −822−0.9% | Reduced |
| Twinbeech Capital LP | 90,584 | $3.62M | 0.07% | −179,096−66.4% | Reduced |
| IFM Investors Pty Ltd | 90,482 | $3.61M | 0.05% | +19,867+28.1% | Added |
| Advisor Group Holdings, Inc. | 89,754 | $3.58M | 0.01% | −3,380−3.6% | Reduced |
| State of Tennessee, Treasury Department | 89,526 | $3.57M | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 89,420 | $3.57M | 0.16% | −108,435−54.8% | Reduced |
| Prudential Financial Inc | 88,691 | $3.54M | 0.01% | +7,854+9.7% | Added |
| M&T Bank Corp | 88,481 | $3.53M | 0.01% | +14,398+19.4% | Added |
| Clear Harbor Asset Management, LLC | 85,636 | $3.42M | 0.34% | −3,789−4.2% | Reduced |
| Coston, McIsaac & Partners | 81,981 | $3.27M | 1.13% | +3,238+4.1% | Added |
| Storebrand Asset Management AS | 81,125 | $3.24M | 0.01% | +7,963+10.9% | Added |
| Andra AP-fonden | 81,100 | $3.24M | 0.08% | +31,000+61.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 80,627 | $3.22M | 0.01% | +10,459+14.9% | Added |
| Covea Finance | 80,000 | $3.19M | 0.17% | −138,507−63.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 76,735 | $3.06M | 0.01% | −1,623−2.1% | Reduced |
| South Dakota Investment Council | 76,295 | $3.04M | 0.06% | −3,700−4.6% | Reduced |
| Holocene Advisors, LP | 76,254 | $3.04M | 0.01% | +76,254 | New |
| Benedict Financial Advisors Inc | 75,731 | $3.02M | 0.83% | +488+0.6% | Added |
| Acadian Asset Management LLC | 74,804 | $2.98M | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 72,486 | $2.89M | 0.11% | +25,166+53.2% | Added |
| Balyasny Asset Management LLC | 71,684 | $2.86M | 0.01% | +71,684 | New |
| Rodgers Brothers Inc. | 71,118 | $2.84M | 0.50% | +46,950+194.3% | Added |
| Hamilton Point Investment Advisors, LLC | 70,398 | $2.81M | 0.67% | −3,105−4.2% | Reduced |
| Louisiana State Employees Retirement System | 70,300 | $2.81M | 0.06% | +7,000+11.1% | Added |
| Oregon Public Employees Retirement Fund | 69,588 | $2.78M | 0.03% | −270−0.4% | Reduced |
| Texas Yale Capital Corp. | 68,983 | $2.75M | 0.13% | +1,900+2.8% | Added |
| Stephens Inc | 68,918 | $2.75M | 0.05% | +292+0.4% | Added |
| Voloridge Investment Management, LLC | 68,700 | $2.74M | 0.01% | +54,067+369.5% | Added |
| Arizona State Retirement System | 68,541 | $2.74M | 0.02% | −3,902−5.4% | Reduced |
| Eqis Capital Management, Inc. | 67,618 | $2.70M | 0.30% | +21,230+45.8% | Added |
| Candriam Luxembourg S.C.A. | 67,587 | $2.70M | 0.02% | −152,635−69.3% | Reduced |
| Van Eck Associates Corp | 65,881 | $2.63M | 0.01% | +4,238+6.9% | Added |
| Thrivent Financial for Lutherans | 62,558 | $2.50M | 0.01% | −27,275−30.4% | Reduced |
| Nomura Asset Management Co Ltd | 62,310 | $2.49M | 0.01% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 61,984 | $2.47M | 1.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 60,618 | $2.42M | 0.00% | −1,257−2.0% | Reduced |
| Toronto Dominion Bank | 60,275 | $2.40M | 0.00% | −8,780−12.7% | Reduced |
| Citigroup Inc | 59,951 | $2.39M | 0.00% | −61,367−50.6% | Reduced |
| La Banque Postale Asset Management SA | 59,894 | $2.39M | 0.06% | −22,304−27.1% | Reduced |
| Exchange Traded Concepts, LLC | 59,795 | $2.39M | 0.06% | +46,080+336.0% | Added |
| State of Michigan Retirement System | 59,271 | $2.37M | 0.01% | −1,000−1.7% | Reduced |
| Cipher Capital LP | 59,103 | $2.36M | 0.40% | +59,103 | New |
| Baird Financial Group, Inc. | 58,185 | $2.32M | 0.01% | −968−1.6% | Reduced |
| YHB Investment Advisors, Inc. | 57,699 | $2.30M | 0.21% | +781+1.4% | Added |
| Ostrum Asset Management | 57,203 | $2.28M | 0.19% | +46+0.1% | Added |
| Panagora Asset Management Inc | 56,831 | $2.27M | 0.01% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 56,700 | $2.26M | 0.02% | +56,700 | New |
| HSBC Holdings PLC | 56,842 | $2.26M | 0.00% | +6,468+12.8% | Added |
| Cullen/Frost Bankers, Inc. | 56,235 | $2.24M | 0.04% | −248−0.4% | Reduced |
| Cubist Systematic Strategies, LLC | 55,601 | $2.22M | 0.02% | −239,802−81.2% | Reduced |
| Squarepoint Ops LLC | 55,493 | $2.21M | 0.01% | +55,493 | New |
| Jacobi Capital Management LLC | 54,842 | $2.19M | 0.24% | +1,906+3.6% | Added |
| Envestnet Asset Management Inc | 54,084 | $2.16M | 0.00% | +3,873+7.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 53,467 | $2.13M | 0.06% | +513+1.0% | Added |
| CI Private Wealth, LLC | 52,436 | $2.09M | 0.00% | +8,174+18.5% | Added |
| Voya Investment Management LLC | 52,123 | $2.08M | 0.00% | −39,003−42.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 51,820 | $2.07M | 0.08% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 51,154 | $2.04M | 0.01% | +560+1.1% | Added |
| Bessemer Group Inc | 51,082 | $2.04M | 0.00% | +76+0.1% | Added |
| Cutter & CO Brokerage, Inc. | 50,855 | $2.03M | 0.60% | −42,635−45.6% | Reduced |
| Kennedy Capital Management, Inc. | 50,794 | $2.03M | 0.05% | +26,812+111.8% | Added |
| CenterBook Partners LP | 50,748 | $2.03M | 0.25% | +29,336+137.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 50,517 | $2.02M | 0.00% | +24,159+91.7% | Added |
| Man Group plc | 50,235 | $2.00M | 0.01% | – | – |
| Kistler-Tiffany Companies, LLC | 49,308 | $1.97M | 0.32% | −289−0.6% | Reduced |
| New Mexico Educational Retirement Board | 48,800 | $1.95M | 0.09% | +5,600+13.0% | Added |
| Trillium Asset Management, LLC | 48,464 | $1.93M | 0.05% | +832+1.7% | Added |