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, Q3 2023
Institutional positions in Essential Utilities, Inc. as of Sep 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
- 584
- −31 vs. Q2 2023
- Shares held
- 200.0M
- +14.9M (+8.0%) vs. Q2 2023
- Total value
- $6.85B
- −$537.4M (−7.3%) vs. Q2 2023
- New holders
- 41
- 220 more added
- Sold out
- 72
- 208 more reduced
11 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 20,124 | $686.0K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 20,337 | $698.2K | 0.07% | −105−0.5% | Reduced |
| Pacer Advisors, Inc. | 20,371 | $699.3K | 0.00% | −21,829−51.7% | Reduced |
| Bernardo Wealth Planning LLC | 20,594 | $707.0K | 0.28% | −301−1.4% | Reduced |
| Securian Asset Management, Inc | 20,611 | $707.6K | 0.02% | −821−3.8% | Reduced |
| Elo Mutual Pension Insurance Co | 21,021 | $722.0K | 0.02% | +483+2.4% | Added |
| Daiwa Securities Group Inc. | 21,506 | $738.0K | 0.01% | −1,400−6.1% | Reduced |
| Sonen Capital LLC | 21,589 | $741.1K | 1.45% | +3,116+16.9% | Added |
| HSBC Holdings PLC | 21,643 | $742.0K | 0.00% | −35,199−61.9% | Reduced |
| Natixis Advisors, L.P. | 21,679 | $744.0K | 0.00% | −5,599−20.5% | Reduced |
| Nordea Investment Management AB | 21,916 | $750.4K | 0.00% | −2,673−10.9% | Reduced |
| Neuberger Berman Group LLC | 22,033 | $756.4K | 0.00% | −781−3.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,328 | $766.5K | 0.01% | +10.0% | Added |
| Whittier Trust Co | 22,544 | $773.7K | 0.01% | +100.0% | Added |
| Teza Capital Management LLC | 22,572 | $774.9K | 0.13% | +22,572 | New |
| Rothschild Investment Corp | 22,583 | $775.0K | 0.07% | −702−3.0% | Reduced |
| Virtue Capital Management, LLC | 19,432 | $781.4K | 0.13% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 22,826 | $783.6K | 0.01% | +911+4.2% | Added |
| Advisors Asset Management, Inc. | 22,852 | $784.5K | 0.02% | −1,126−4.7% | Reduced |
| Gulf International Bank (UK) Ltd | 23,151 | $794.0K | 0.02% | −1,966−7.8% | Reduced |
| Toth Financial Advisory Corp | 23,143 | $794.5K | 0.12% | +330+1.4% | Added |
| Key Financial Inc | 23,295 | $799.7K | 0.27% | +20.0% | Added |
| Carnegie Capital Asset Management, LLC | 23,342 | $801.3K | 0.03% | +20.0% | Added |
| Engineers Gate Manager LP | 24,222 | $831.5K | 0.03% | −48,264−66.6% | Reduced |
| AlphaStar Capital Management, LLC | 25,038 | $859.5K | 0.11% | −2,788−10.0% | Reduced |
| Arkadios Wealth Advisors | 25,215 | $865.6K | 0.08% | −54−0.2% | Reduced |
| Pathway Financial Advisers, LLC | 25,597 | $878.8K | 0.36% | +25,597 | New |
| apricus wealth, LLC | 26,262 | $879.3K | 0.77% | 00.0% | Unchanged |
| CenterBook Partners LP | 25,790 | $885.4K | 0.11% | −24,958−49.2% | Reduced |
| Blackhill Capital Inc | 26,041 | $894.0K | 0.09% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 26,047 | $894.2K | 0.04% | −547−2.1% | Reduced |
| Davy Global Fund Management Ltd | 27,257 | $935.7K | 0.19% | +10,405+61.7% | Added |
| Continuum Advisory, LLC | 27,379 | $939.9K | 0.15% | −5,000−15.4% | Reduced |
| Nissay Asset Management Corp | 27,453 | $942.5K | 0.01% | +884+3.3% | Added |
| Godshalk Welsh Capital Management, Inc. | 27,986 | $960.8K | 0.73% | −2,025−6.7% | Reduced |
| First Business Financial Services, Inc. | 28,108 | $964.9K | 0.12% | +126+0.5% | Added |
| Jmac Enterprises LLC | 28,226 | $969.0K | 0.24% | −375−1.3% | Reduced |
| Community Bank, N.A. | 28,808 | $988.7K | 0.14% | −1,938−6.3% | Reduced |
| State of Alaska, Department of Revenue | 28,891 | $991.0K | 0.01% | −925−3.1% | Reduced |
| Versor Investments LP | 28,967 | $994.4K | 0.20% | +8,000+38.2% | Added |
| Xponance, Inc. | 29,347 | $1.01M | 0.01% | −292−1.0% | Reduced |
| Coastline Trust Co | 29,395 | $1.01M | 0.15% | −4,003−12.0% | Reduced |
| Simplex Trading, LLC | 29,494 | $1.01M | 0.04% | +29,494 | New |
| Man Group plc | – | $1.03M | 0.00% | – | – |
| Haverford Trust Co | 29,995 | $1.03M | 0.01% | +1,885+6.7% | Added |
| New York Life Investment Management LLC | 30,581 | $1.05M | 0.01% | +15,388+101.3% | Added |
| Addison Capital Co | 31,226 | $1.07M | 0.83% | −3,050−8.9% | Reduced |
| CIBC Private Wealth Group, LLC | 31,528 | $1.08M | 0.00% | −597−1.9% | Reduced |
| Public Sector Pension Investment Board | 31,631 | $1.09M | 0.01% | +500+1.6% | Added |
| Mitchell Sinkler & Starr | 32,344 | $1.11M | 0.34% | +10,158+45.8% | Added |
| Sterling Investment Advisors, Ltd. | 32,474 | $1.11M | 0.39% | +17+0.1% | Added |
| Modera Wealth Management, LLC | 32,492 | $1.12M | 0.02% | +228+0.7% | Added |
| AE Wealth Management LLC | 32,528 | $1.12M | 0.01% | +1,139+3.6% | Added |
| Federated Hermes, Inc. | 32,769 | $1.12M | 0.00% | −1,798−5.2% | Reduced |
| Glenmede Trust Co NA | 33,767 | $1.16M | 0.01% | −1,908−5.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 33,772 | $1.16M | 0.00% | +33,772 | New |
| Mariner, LLC | 34,360 | $1.18M | 0.00% | +3,104+9.9% | Added |
| Cetera Advisor Networks LLC | 35,033 | $1.20M | 0.01% | +1,305+3.9% | Added |
| Cutter & CO Brokerage, Inc. | 35,341 | $1.21M | 0.35% | −15,514−30.5% | Reduced |
| Ethic Inc. | 35,382 | $1.22M | 0.04% | +11,525+48.3% | Added |
| Bryn Mawr Trust Co | 35,939 | $1.23M | 0.05% | −450−1.2% | Reduced |
| Mercer Global Advisors Inc | 36,702 | $1.26M | 0.00% | −2,260−5.8% | Reduced |
| CI Private Wealth, LLC | 36,903 | $1.27M | 0.00% | −15,533−29.6% | Reduced |
| Bridgewater Associates, LP | 36,921 | $1.27M | 0.01% | −1,052−2.8% | Reduced |
| Quantbot Technologies LP | 37,582 | $1.29M | 0.09% | +37,582 | New |
| Cubist Systematic Strategies, LLC | 38,195 | $1.31M | 0.02% | −17,406−31.3% | Reduced |
| Bridgewater Advisors Inc. | 40,375 | $1.39M | 0.22% | +48+0.1% | Added |
| Lido Advisors, LLC | 40,473 | $1.39M | 0.02% | −3,739−8.5% | Reduced |
| Tredje AP-fonden | 41,460 | $1.42M | 0.02% | −3,871−8.5% | Reduced |
| Utah Retirement Systems | 41,798 | $1.43M | 0.02% | +100+0.2% | Added |
| Alps Advisors Inc | 42,120 | $1.45M | 0.01% | +29,850+243.3% | Added |
| TFG Advisers LLC | 42,312 | $1.45M | 0.68% | −1,559−3.6% | Reduced |
| Arcadia Investment Management Corp | 42,381 | $1.45M | 0.31% | +5,376+14.5% | Added |
| First Personal Financial Services | 42,661 | $1.46M | 0.38% | −3,109−6.8% | Reduced |
| Aquatic Capital Management LLC | 43,900 | $1.51M | 0.06% | +26,900+158.2% | Added |
| Ostrum Asset Management | 44,722 | $1.54M | 0.14% | −12,481−21.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 45,331 | $1.56M | 0.00% | +15,811+53.6% | Added |
| Allspring Global Investments Holdings, LLC | 45,521 | $1.56M | 0.00% | +41,406+1,006.2% | Added |
| Toronto Dominion Bank | 47,903 | $1.64M | 0.00% | −12,372−20.5% | Reduced |
| Covea Finance | 48,000 | $1.65M | 0.09% | −32,000−40.0% | Reduced |
| Panagora Asset Management Inc | 48,178 | $1.65M | 0.01% | −8,653−15.2% | Reduced |
| Jane Street Group, LLC | 48,564 | $1.67M | 0.00% | +35,729+278.4% | Added |
| New Mexico Educational Retirement Board | 48,800 | $1.68M | 0.07% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 48,970 | $1.68M | 0.01% | −2,184−4.3% | Reduced |
| Prudential PLC | 49,660 | $1.70M | 0.02% | +6,549+15.2% | Added |
| Exchange Traded Concepts, LLC | 49,996 | $1.72M | 0.05% | −9,799−16.4% | Reduced |
| Tortoise Index Solutions, LLC | 49,996 | $1.72M | 0.36% | +3,478+7.5% | Added |
| Bessemer Group Inc | 50,925 | $1.75M | 0.00% | −157−0.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 51,820 | $1.78M | 0.12% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 51,856 | $1.78M | 0.04% | +1,062+2.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 51,929 | $1.78M | 0.17% | +35,877+223.5% | Added |
| M&T Bank Corp | 51,983 | $1.78M | 0.01% | −36,498−41.2% | Reduced |
| Kestra Advisory Services, LLC | 52,594 | $1.81M | 0.02% | +14,356+37.5% | Added |
| Cullen/Frost Bankers, Inc. | 53,333 | $1.83M | 0.03% | −2,902−5.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 53,970 | $1.85M | 0.05% | +503+0.9% | Added |
| Envestnet Asset Management Inc | 55,231 | $1.90M | 0.00% | +1,147+2.1% | Added |
| Trillium Asset Management, LLC | 56,793 | $1.95M | 0.06% | +8,329+17.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 56,967 | $1.96M | 0.00% | +6,450+12.8% | Added |
| Baird Financial Group, Inc. | 57,797 | $1.98M | 0.01% | −388−0.7% | Reduced |
| State of Michigan Retirement System | 58,171 | $2.00M | 0.01% | −1,100−1.9% | Reduced |