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 |
|---|---|---|---|---|---|
| YHB Investment Advisors, Inc. | 58,264 | $2.00M | 0.18% | +565+1.0% | Added |
| Jacobi Capital Management LLC | 59,042 | $2.03M | 0.23% | +4,200+7.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 60,357 | $2.07M | 0.00% | −20,270−25.1% | Reduced |
| Citigroup Inc | 60,473 | $2.08M | 0.00% | +522+0.9% | Added |
| Radnor Capital Management, LLC | 60,518 | $2.08M | 0.41% | −1,466−2.4% | Reduced |
| Nomura Asset Management Co Ltd | 61,260 | $2.10M | 0.01% | −1,050−1.7% | Reduced |
| Thrivent Financial for Lutherans | 61,392 | $2.11M | 0.01% | −1,166−1.9% | Reduced |
| Andra AP-fonden | 62,100 | $2.13M | 0.13% | −19,000−23.4% | Reduced |
| Eqis Capital Management, Inc. | 63,349 | $2.17M | 0.27% | −4,269−6.3% | Reduced |
| Van Eck Associates Corp | 64,143 | $2.20M | 0.00% | −1,738−2.6% | Reduced |
| Duality Advisers, LP | 65,117 | $2.24M | 0.27% | +65,117 | New |
| Texas Yale Capital Corp. | 67,868 | $2.33M | 0.11% | −1,115−1.6% | Reduced |
| Oregon Public Employees Retirement Fund | 68,288 | $2.34M | 0.03% | −1,300−1.9% | Reduced |
| Stephens Inc | 68,507 | $2.35M | 0.05% | −411−0.6% | Reduced |
| Arizona State Retirement System | 68,522 | $2.35M | 0.02% | −190.0% | Reduced |
| Louisiana State Employees Retirement System | 68,900 | $2.37M | 0.05% | −1,400−2.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 69,446 | $2.38M | 0.59% | −952−1.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 70,160 | $2.41M | 0.01% | −6,575−8.6% | Reduced |
| Forsta Ap-Fonden | 71,000 | $2.44M | 0.03% | +14,300+25.2% | Added |
| La Banque Postale Asset Management SA | 72,318 | $2.48M | 0.06% | +12,424+20.7% | Added |
| Rodgers Brothers Inc. | 73,868 | $2.54M | 0.43% | +2,750+3.9% | Added |
| South Dakota Investment Council | 74,995 | $2.58M | 0.06% | −1,300−1.7% | Reduced |
| Benedict Financial Advisors Inc | 75,532 | $2.59M | 0.75% | −199−0.3% | Reduced |
| Allianz Asset Management GmbH | 75,863 | $2.60M | 0.01% | −581,056−88.5% | Reduced |
| HighTower Advisors, LLC | 77,114 | $2.63M | 0.00% | +16,496+27.2% | Added |
| Voya Investment Management LLC | 79,183 | $2.72M | 0.00% | +27,060+51.9% | Added |
| Storebrand Asset Management AS | 81,125 | $2.79M | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 81,799 | $2.81M | 0.03% | +39,643+94.0% | Added |
| Prudential Financial Inc | 82,502 | $2.83M | 0.00% | −6,189−7.0% | Reduced |
| Clear Harbor Asset Management, LLC | 83,726 | $2.87M | 0.30% | −1,910−2.2% | Reduced |
| Creative Planning | 86,216 | $2.96M | 0.00% | +44,104+104.7% | Added |
| BLB&B Advisors, LLC | 87,885 | $3.02M | 0.22% | −6,629−7.0% | Reduced |
| Cambridge Trust Co | 87,928 | $3.02M | 0.14% | −1,492−1.7% | Reduced |
| Squarepoint Ops LLC | 87,984 | $3.02M | 0.01% | +32,491+58.5% | Added |
| DnB Asset Management AS | 88,653 | $3.04M | 0.02% | −3,348−3.6% | Reduced |
| Swiss Life Asset Management Ltd | 89,742 | $3.08M | 0.05% | −24,428−21.4% | Reduced |
| Cbre Clarion Securities LLC | 90,059 | $3.09M | 0.06% | +80,579+850.0% | Added |
| Asset Management One Co.,Ltd. | 90,357 | $3.10M | 0.01% | −1,192−1.3% | Reduced |
| Coston, McIsaac & Partners | 91,062 | $3.13M | 1.19% | +9,081+11.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 91,981 | $3.16M | 0.01% | −43,575−32.1% | Reduced |
| Ameritas Investment Partners, Inc. | 92,396 | $3.17M | 0.13% | −31,318−25.3% | Reduced |
| IFM Investors Pty Ltd | 92,851 | $3.19M | 0.04% | +2,369+2.6% | Added |
| First National Corp | 94,137 | $3.23M | 0.87% | −16,518−14.9% | Reduced |
| Guggenheim Capital LLC | 96,783 | $3.32M | 0.03% | −9,240−8.7% | Reduced |
| Atom Investors LP | 99,133 | $3.40M | 0.78% | +53,426+116.9% | Added |
| Cinctive Capital Management LP | 99,594 | $3.42M | 0.19% | +4,577+4.8% | Added |
| NewSquare Capital LLC | 99,704 | $3.42M | 0.36% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 100,681 | $3.46M | 0.02% | −10,803−9.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101,027 | $3.47M | 0.01% | −1,100−1.1% | Reduced |
| AdvisorNet Financial, Inc | 104,229 | $3.58M | 0.32% | +3,817+3.8% | Added |
| Silver Lake Advisory, LLC | 104,814 | $3.60M | 2.22% | −790−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 105,216 | $3.61M | 0.04% | +4,240+4.2% | Added |
| Brown Advisory Inc | 105,242 | $3.61M | 0.01% | −1,801−1.7% | Reduced |
| Treasurer of the State of North Carolina | 106,638 | $3.66M | 0.02% | +540+0.5% | Added |
| Price T Rowe Associates Inc | 112,905 | $3.88M | 0.00% | +4,927+4.6% | Added |
| Element Capital Management LLC | 113,186 | $3.89M | 0.34% | −16,405−12.7% | Reduced |
| Costello Asset Management, INC | 113,505 | $3.90M | 3.58% | −70−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 114,103 | $3.92M | 0.01% | +24,349+27.1% | Added |
| Private Advisor Group, LLC | 114,600 | $3.93M | 0.04% | −8,469−6.9% | Reduced |
| Yousif Capital Management, LLC | 114,674 | $3.94M | 0.05% | −5,055−4.2% | Reduced |
| Comerica Bank | 116,508 | $4.00M | 0.02% | +116,508 | New |
| Mn Services Vermogensbeheer B.V. | 119,300 | $4.10M | 0.04% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 121,152 | $4.16M | 0.01% | −22,868−15.9% | Reduced |
| Farmers Trust Co | 122,230 | $4.20M | 0.97% | +2,342+2.0% | Added |
| AXA S.A. | 123,635 | $4.24M | 0.01% | −638−0.5% | Reduced |
| HM Payson & Co | 124,185 | $4.26M | 0.10% | −10,625−7.9% | Reduced |
| First National Bank & Trust Co of Newtown | 124,373 | $4.27M | 0.97% | −450−0.4% | Reduced |
| Ensign Peak Advisors, Inc | 129,002 | $4.43M | 0.01% | −5,793−4.3% | Reduced |
| State of New Jersey Common Pension Fund D | 130,709 | $4.49M | 0.02% | 00.0% | Unchanged |
| Holocene Advisors, LP | 134,921 | $4.63M | 0.02% | +58,667+76.9% | Added |
| Aviva PLC | 135,862 | $4.66M | 0.02% | −371,501−73.2% | Reduced |
| MetLife Investment Management | 139,448 | $4.79M | 0.04% | −4,776−3.3% | Reduced |
| Shelton Capital Management | 141,219 | $4.85M | 0.18% | −634−0.4% | Reduced |
| Janney Montgomery Scott LLC | 143,755 | $4.93M | 0.02% | +3,002+2.1% | Added |
| Greenland Capital Management LP | 144,774 | $4.97M | 0.59% | +114,944+385.3% | Added |
| SG Americas Securities, LLC | 145,659 | $5.00M | 0.07% | +109,711+305.2% | Added |
| State of Tennessee, Treasury Department | 152,426 | $5.23M | 0.02% | +62,900+70.3% | Added |
| Tortoise Capital Advisors, L.L.C. | 154,535 | $5.31M | 0.08% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 156,140 | $5.36M | 1.44% | +156,140 | New |
| Amalgamated Bank | 156,237 | $5.36M | 0.05% | −1,837−1.2% | Reduced |
| Raymond James & Associates | 157,440 | $5.40M | 0.00% | +41,494+35.8% | Added |
| Mutual of America Capital Management LLC | 158,036 | $5.43M | 0.07% | −17,008−9.7% | Reduced |
| Wills Financial Group, Inc. | 158,429 | $5.44M | 2.94% | −719−0.5% | Reduced |
| Boston Trust Walden Corp | 162,493 | $5.58M | 0.05% | +162,493 | New |
| Meiji Yasuda Asset Management Co Ltd. | 167,845 | $5.76M | 0.27% | −6,561−3.8% | Reduced |
| State of Wisconsin Investment Board | 178,047 | $6.11M | 0.02% | −18,860−9.6% | Reduced |
| Stifel Financial Corp | 178,677 | $6.13M | 0.01% | +39,389+28.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 181,020 | $6.21M | 0.08% | −104,166−36.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 181,004 | $6.21M | 0.72% | +5,375+3.1% | Added |
| Hennessy Advisors Inc | 182,300 | $6.26M | 0.44% | −600−0.3% | Reduced |
| Qube Research & Technologies Ltd | 184,848 | $6.35M | 0.02% | −255,752−58.0% | Reduced |
| Susquehanna International Group, LLP | 185,351 | $6.36M | 0.01% | −15,728−7.8% | Reduced |
| Impax Asset Management Group plc | 187,697 | $6.44M | 0.03% | +22,791+13.8% | Added |
| The PNC Financial Services Group, Inc. | 190,768 | $6.55M | 0.01% | −737−0.4% | Reduced |
| Swedbank AB | 195,488 | $6.71M | 0.01% | +5,100+2.7% | Added |
| Magellan Asset Management Ltd | 197,487 | $6.78M | 0.07% | +8,515+4.5% | Added |
| Bank of Montreal | 182,555 | $6.89M | 0.00% | −2,674−1.4% | Reduced |
| Candriam Luxembourg S.C.A. | 202,879 | $6.96M | 0.06% | +135,292+200.2% | Added |
| First Manhattan Co | 203,690 | $6.99M | 0.03% | +8,176+4.2% | Added |
| Texas Permanent School Fund | 206,581 | $7.09M | 0.07% | −5,162−2.4% | Reduced |