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 |
|---|---|---|---|---|---|
| Tortoise Index Solutions, LLC | 46,518 | $1.86M | 0.38% | +831+1.8% | Added |
| First Personal Financial Services | 45,770 | $1.83M | 0.45% | −581−1.3% | Reduced |
| Atom Investors LP | 45,707 | $1.82M | 0.69% | +45,707 | New |
| Tredje AP-fonden | 45,331 | $1.81M | 0.03% | −7,506−14.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 44,344 | $1.77M | 0.00% | −33,859−43.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 44,260 | $1.77M | 0.22% | −5,074−10.3% | Reduced |
| Lido Advisors, LLC | 44,212 | $1.76M | 0.02% | +3,106+7.6% | Added |
| TFG Advisers LLC | 43,871 | $1.75M | 0.80% | −338−0.8% | Reduced |
| Prudential PLC | 43,111 | $1.72M | 0.02% | −463−1.1% | Reduced |
| Pacer Advisors, Inc. | 42,200 | $1.68M | 0.01% | +42,200 | New |
| Teachers Retirement System of the State of Kentucky | 42,156 | $1.68M | 0.02% | +3,931+10.3% | Added |
| Creative Planning | 42,112 | $1.68M | 0.00% | −3,555−7.8% | Reduced |
| Utah Retirement Systems | 41,698 | $1.66M | 0.02% | +600+1.5% | Added |
| Bridgewater Advisors Inc. | 40,327 | $1.61M | 0.32% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 39,247 | $1.57M | 0.05% | +39,247 | New |
| Glenmede Trust Co NA | 35,675 | $1.56M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 38,962 | $1.55M | 0.01% | −1,422−3.5% | Reduced |
| Kestra Advisory Services, LLC | 38,238 | $1.53M | 0.02% | +3,316+9.5% | Added |
| Bridgewater Associates, LP | 37,973 | $1.52M | 0.01% | −2,283−5.7% | Reduced |
| Arcadia Investment Management Corp | 37,005 | $1.48M | 0.30% | +7,508+25.5% | Added |
| Bryn Mawr Trust Co | 36,389 | $1.45M | 0.06% | −400−1.1% | Reduced |
| SG Americas Securities, LLC | 35,948 | $1.44M | 0.01% | −10,554−22.7% | Reduced |
| Federated Hermes, Inc. | 34,567 | $1.38M | 0.00% | −699−2.0% | Reduced |
| Addison Capital Co | 34,276 | $1.37M | 0.98% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 33,728 | $1.35M | 0.01% | −960−2.8% | Reduced |
| Coastline Trust Co | 33,398 | $1.33M | 0.19% | −9,040−21.3% | Reduced |
| Point72 Middle East FZE | 32,841 | $1.31M | 0.07% | +32,841 | New |
| Sterling Investment Advisors, Ltd. | 32,457 | $1.30M | 0.43% | −7,987−19.7% | Reduced |
| Continuum Advisory, LLC | 32,379 | $1.29M | 0.21% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 32,264 | $1.29M | 0.02% | +199+0.6% | Added |
| CIBC Private Wealth Group, LLC | 32,125 | $1.28M | 0.00% | +939+3.0% | Added |
| AE Wealth Management LLC | 31,389 | $1.25M | 0.01% | +885+2.9% | Added |
| Jump Financial, LLC | 31,339 | $1.25M | 0.05% | +31,339 | New |
| Mariner, LLC | 31,256 | $1.25M | 0.00% | +2,919+10.3% | Added |
| Public Sector Pension Investment Board | 31,131 | $1.24M | 0.01% | +3,100+11.1% | Added |
| Community Bank, N.A. | 30,746 | $1.23M | 0.16% | +3,975+14.8% | Added |
| Schonfeld Strategic Advisors LLC | 30,351 | $1.21M | 0.01% | −98,207−76.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 30,011 | $1.20M | 0.82% | −700−2.3% | Reduced |
| Greenland Capital Management LP | 29,830 | $1.19M | 0.17% | −49,038−62.2% | Reduced |
| State of Alaska, Department of Revenue | 29,816 | $1.19M | 0.01% | −3,067−9.3% | Reduced |
| Xponance, Inc. | 29,639 | $1.18M | 0.02% | −2,013−6.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 29,520 | $1.18M | 0.00% | +4,080+16.0% | Added |
| Jmac Enterprises LLC | 28,601 | $1.14M | 0.28% | +316+1.1% | Added |
| Haverford Trust Co | 28,110 | $1.12M | 0.01% | −140.0% | Reduced |
| First Business Financial Services, Inc. | 27,982 | $1.12M | 0.14% | +370+1.3% | Added |
| AlphaStar Capital Management, LLC | 27,826 | $1.11M | 0.13% | +196+0.7% | Added |
| Natixis Advisors, L.P. | 27,278 | $1.09M | 0.00% | +5,897+27.6% | Added |
| ISAM Funds (UK) Ltd | 26,965 | $1.08M | 0.96% | +26,965 | New |
| apricus wealth, LLC | 26,262 | $1.07M | 0.94% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 26,598 | $1.06M | 0.77% | −1,035−3.7% | Reduced |
| Wealthcare Advisory Partners LLC | 26,594 | $1.06M | 0.05% | +763+3.0% | Added |
| Nissay Asset Management Corp | 26,569 | $1.06M | 0.01% | −57−0.2% | Reduced |
| Blackhill Capital Inc | 26,041 | $1.04M | 0.11% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 25,515 | $1.02M | 0.54% | +25,515 | New |
| Arkadios Wealth Advisors | 25,269 | $1.01M | 0.12% | +22+0.1% | Added |
| Gulf International Bank (UK) Ltd | 25,117 | $1.00M | 0.02% | −7,460−22.9% | Reduced |
| Nordea Investment Management AB | 24,589 | $973.7K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 23,978 | $957.0K | 0.02% | +1,272+5.6% | Added |
| Ethic Inc. | 23,857 | $947.7K | 0.04% | −760−3.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 23,340 | $931.5K | 0.03% | −3,991−14.6% | Reduced |
| Key Financial Inc | 23,293 | $929.6K | 0.31% | +429+1.9% | Added |
| Rothschild Investment Corp | 23,285 | $929.0K | 0.08% | −150−0.6% | Reduced |
| Daiwa Securities Group Inc. | 22,906 | $914.0K | 0.01% | −2,147−8.6% | Reduced |
| Neuberger Berman Group LLC | 22,814 | $910.5K | 0.00% | −205−0.9% | Reduced |
| Toth Financial Advisory Corp | 22,813 | $910.5K | 0.13% | −482−2.1% | Reduced |
| Whittier Trust Co | 22,534 | $899.1K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 22,350 | $892.0K | 0.24% | +3,637+19.4% | Added |
| Steward Partners Investment Advisory, LLC | 22,327 | $891.1K | 0.01% | +351+1.6% | Added |
| Mitchell Sinkler & Starr | 22,186 | $885.4K | 0.25% | −255−1.1% | Reduced |
| J.W. Cole Advisors, Inc. | 22,123 | $882.9K | 0.06% | +11,832+115.0% | Added |
| British Columbia Investment Management Corp | 21,915 | $874.6K | 0.01% | 00.0% | Unchanged |
| Financial Architects, Inc | 21,771 | $868.9K | 0.13% | −582−2.6% | Reduced |
| Trexquant Investment LP | 21,567 | $860.7K | 0.02% | −10,825−33.4% | Reduced |
| Securian Asset Management, Inc | 21,432 | $855.4K | 0.02% | −305−1.4% | Reduced |
| Crossmark Global Holdings, Inc. | 20,124 | $848.0K | 0.02% | −921−4.4% | Reduced |
| Good Life Advisors, LLC | 20,973 | $837.0K | 0.09% | +6,051+40.6% | Added |
| Versor Investments LP | 20,967 | $836.8K | 0.14% | −3,234−13.4% | Reduced |
| Bernardo Wealth Planning LLC | 20,895 | $833.9K | 0.33% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 20,822 | $831.0K | 0.04% | −300−1.4% | Reduced |
| Elo Mutual Pension Insurance Co | 20,538 | $820.0K | 0.02% | +551+2.8% | Added |
| Pine Valley Investments Ltd Liability Co | 20,442 | $815.8K | 0.08% | +20,442 | New |
| Walleye Capital LLC | 20,335 | $811.6K | 0.01% | −6,979−25.6% | Reduced |
| Intech Investment Management LLC | 20,330 | $811.4K | 0.01% | +5,624+38.2% | Added |
| US Bancorp | 20,271 | $809.0K | 0.00% | −1,959−8.8% | Reduced |
| D.A. Davidson & Co. | 20,002 | $798.3K | 0.01% | −441−2.2% | Reduced |
| Wealthspire Advisors, LLC | 19,586 | $781.7K | 0.01% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 19,432 | $781.4K | 0.13% | −3,637−15.8% | Reduced |
| Stock Yards Bank & Trust Co | 19,378 | $773.4K | 0.03% | −5,426−21.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 19,145 | $764.1K | 0.13% | 00.0% | Unchanged |
| TD Asset Management Inc | 19,071 | $761.1K | 0.00% | −64−0.3% | Reduced |
| Teacher Retirement System of Texas | 18,984 | $758.0K | 0.01% | −8,730−31.5% | Reduced |
| Truist Financial Corp | 18,653 | $744.5K | 0.00% | +46+0.2% | Added |
| Sonen Capital LLC | 18,473 | $737.3K | 1.22% | +712+4.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,418 | $735.1K | 0.00% | −728−3.8% | Reduced |
| Americana Partners, LLC | 18,300 | $730.4K | 0.09% | −9,950−35.2% | Reduced |
| Shell Asset Management Co | 18,289 | $730.0K | 0.03% | −745−3.9% | Reduced |
| Liberty One Investment Management, LLC | 18,201 | $726.4K | 0.09% | −707−3.7% | Reduced |
| Marshall Wace, LLP | 17,734 | $707.8K | 0.00% | −7,245−29.0% | Reduced |
| National Bank of Canada | 17,181 | $691.7K | 0.00% | +679+4.1% | Added |
| Smithfield Trust Co | 17,269 | $689.0K | 0.04% | 00.0% | Unchanged |