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 |
|---|---|---|---|---|---|
| Wills Financial Group, Inc. | 158,429 | $5.44M | 2.94% | −719−0.5% | Reduced |
| Mutual of America Capital Management LLC | 158,036 | $5.43M | 0.07% | −17,008−9.7% | Reduced |
| Raymond James & Associates | 157,440 | $5.40M | 0.00% | +41,494+35.8% | Added |
| Amalgamated Bank | 156,237 | $5.36M | 0.05% | −1,837−1.2% | Reduced |
| Eaton Financial Holdings Company, LLC | 156,140 | $5.36M | 1.44% | +156,140 | New |
| Tortoise Capital Advisors, L.L.C. | 154,535 | $5.31M | 0.08% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 152,426 | $5.23M | 0.02% | +62,900+70.3% | Added |
| SG Americas Securities, LLC | 145,659 | $5.00M | 0.07% | +109,711+305.2% | Added |
| Greenland Capital Management LP | 144,774 | $4.97M | 0.59% | +114,944+385.3% | Added |
| Janney Montgomery Scott LLC | 143,755 | $4.93M | 0.02% | +3,002+2.1% | Added |
| Shelton Capital Management | 141,219 | $4.85M | 0.18% | −634−0.4% | Reduced |
| MetLife Investment Management | 139,448 | $4.79M | 0.04% | −4,776−3.3% | Reduced |
| Aviva PLC | 135,862 | $4.66M | 0.02% | −371,501−73.2% | Reduced |
| Holocene Advisors, LP | 134,921 | $4.63M | 0.02% | +58,667+76.9% | Added |
| State of New Jersey Common Pension Fund D | 130,709 | $4.49M | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 129,002 | $4.43M | 0.01% | −5,793−4.3% | Reduced |
| First National Bank & Trust Co of Newtown | 124,373 | $4.27M | 0.97% | −450−0.4% | Reduced |
| HM Payson & Co | 124,185 | $4.26M | 0.10% | −10,625−7.9% | Reduced |
| AXA S.A. | 123,635 | $4.24M | 0.01% | −638−0.5% | Reduced |
| Farmers Trust Co | 122,230 | $4.20M | 0.97% | +2,342+2.0% | Added |
| D. E. Shaw & Co., Inc. | 121,152 | $4.16M | 0.01% | −22,868−15.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 119,300 | $4.10M | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 116,508 | $4.00M | 0.02% | +116,508 | New |
| Yousif Capital Management, LLC | 114,674 | $3.94M | 0.05% | −5,055−4.2% | Reduced |
| Private Advisor Group, LLC | 114,600 | $3.93M | 0.04% | −8,469−6.9% | Reduced |
| Advisor Group Holdings, Inc. | 114,103 | $3.92M | 0.01% | +24,349+27.1% | Added |
| Costello Asset Management, INC | 113,505 | $3.90M | 3.58% | −70−0.1% | Reduced |
| Element Capital Management LLC | 113,186 | $3.89M | 0.34% | −16,405−12.7% | Reduced |
| Price T Rowe Associates Inc | 112,905 | $3.88M | 0.00% | +4,927+4.6% | Added |
| Treasurer of the State of North Carolina | 106,638 | $3.66M | 0.02% | +540+0.5% | Added |
| Brown Advisory Inc | 105,242 | $3.61M | 0.01% | −1,801−1.7% | Reduced |
| Avantax Advisory Services, Inc. | 105,216 | $3.61M | 0.04% | +4,240+4.2% | Added |
| Silver Lake Advisory, LLC | 104,814 | $3.60M | 2.22% | −790−0.7% | Reduced |
| AdvisorNet Financial, Inc | 104,229 | $3.58M | 0.32% | +3,817+3.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101,027 | $3.47M | 0.01% | −1,100−1.1% | Reduced |
| Public Employees Retirement System of Ohio | 100,681 | $3.46M | 0.02% | −10,803−9.7% | Reduced |
| NewSquare Capital LLC | 99,704 | $3.42M | 0.36% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 99,594 | $3.42M | 0.19% | +4,577+4.8% | Added |
| Atom Investors LP | 99,133 | $3.40M | 0.78% | +53,426+116.9% | Added |
| Guggenheim Capital LLC | 96,783 | $3.32M | 0.03% | −9,240−8.7% | Reduced |
| First National Corp | 94,137 | $3.23M | 0.87% | −16,518−14.9% | Reduced |
| IFM Investors Pty Ltd | 92,851 | $3.19M | 0.04% | +2,369+2.6% | Added |
| Ameritas Investment Partners, Inc. | 92,396 | $3.17M | 0.13% | −31,318−25.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 91,981 | $3.16M | 0.01% | −43,575−32.1% | Reduced |
| Coston, McIsaac & Partners | 91,062 | $3.13M | 1.19% | +9,081+11.1% | Added |
| Asset Management One Co.,Ltd. | 90,357 | $3.10M | 0.01% | −1,192−1.3% | Reduced |
| Cbre Clarion Securities LLC | 90,059 | $3.09M | 0.06% | +80,579+850.0% | Added |
| Swiss Life Asset Management Ltd | 89,742 | $3.08M | 0.05% | −24,428−21.4% | Reduced |
| DnB Asset Management AS | 88,653 | $3.04M | 0.02% | −3,348−3.6% | Reduced |
| Squarepoint Ops LLC | 87,984 | $3.02M | 0.01% | +32,491+58.5% | Added |
| Cambridge Trust Co | 87,928 | $3.02M | 0.14% | −1,492−1.7% | Reduced |
| BLB&B Advisors, LLC | 87,885 | $3.02M | 0.22% | −6,629−7.0% | Reduced |
| Creative Planning | 86,216 | $2.96M | 0.00% | +44,104+104.7% | Added |
| Clear Harbor Asset Management, LLC | 83,726 | $2.87M | 0.30% | −1,910−2.2% | Reduced |
| Prudential Financial Inc | 82,502 | $2.83M | 0.00% | −6,189−7.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 81,799 | $2.81M | 0.03% | +39,643+94.0% | Added |
| Storebrand Asset Management AS | 81,125 | $2.79M | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 79,183 | $2.72M | 0.00% | +27,060+51.9% | Added |
| HighTower Advisors, LLC | 77,114 | $2.63M | 0.00% | +16,496+27.2% | Added |
| Allianz Asset Management GmbH | 75,863 | $2.60M | 0.01% | −581,056−88.5% | Reduced |
| Benedict Financial Advisors Inc | 75,532 | $2.59M | 0.75% | −199−0.3% | Reduced |
| South Dakota Investment Council | 74,995 | $2.58M | 0.06% | −1,300−1.7% | Reduced |
| Rodgers Brothers Inc. | 73,868 | $2.54M | 0.43% | +2,750+3.9% | Added |
| La Banque Postale Asset Management SA | 72,318 | $2.48M | 0.06% | +12,424+20.7% | Added |
| Forsta Ap-Fonden | 71,000 | $2.44M | 0.03% | +14,300+25.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 70,160 | $2.41M | 0.01% | −6,575−8.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 69,446 | $2.38M | 0.59% | −952−1.4% | Reduced |
| Louisiana State Employees Retirement System | 68,900 | $2.37M | 0.05% | −1,400−2.0% | Reduced |
| Arizona State Retirement System | 68,522 | $2.35M | 0.02% | −190.0% | Reduced |
| Stephens Inc | 68,507 | $2.35M | 0.05% | −411−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 68,288 | $2.34M | 0.03% | −1,300−1.9% | Reduced |
| Texas Yale Capital Corp. | 67,868 | $2.33M | 0.11% | −1,115−1.6% | Reduced |
| Duality Advisers, LP | 65,117 | $2.24M | 0.27% | +65,117 | New |
| Van Eck Associates Corp | 64,143 | $2.20M | 0.00% | −1,738−2.6% | Reduced |
| Eqis Capital Management, Inc. | 63,349 | $2.17M | 0.27% | −4,269−6.3% | Reduced |
| Andra AP-fonden | 62,100 | $2.13M | 0.13% | −19,000−23.4% | Reduced |
| Thrivent Financial for Lutherans | 61,392 | $2.11M | 0.01% | −1,166−1.9% | Reduced |
| Nomura Asset Management Co Ltd | 61,260 | $2.10M | 0.01% | −1,050−1.7% | Reduced |
| Radnor Capital Management, LLC | 60,518 | $2.08M | 0.41% | −1,466−2.4% | Reduced |
| Citigroup Inc | 60,473 | $2.08M | 0.00% | +522+0.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 60,357 | $2.07M | 0.00% | −20,270−25.1% | Reduced |
| Jacobi Capital Management LLC | 59,042 | $2.03M | 0.23% | +4,200+7.7% | Added |
| YHB Investment Advisors, Inc. | 58,264 | $2.00M | 0.18% | +565+1.0% | Added |
| State of Michigan Retirement System | 58,171 | $2.00M | 0.01% | −1,100−1.9% | Reduced |
| Baird Financial Group, Inc. | 57,797 | $1.98M | 0.01% | −388−0.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 56,967 | $1.96M | 0.00% | +6,450+12.8% | Added |
| Trillium Asset Management, LLC | 56,793 | $1.95M | 0.06% | +8,329+17.2% | Added |
| Envestnet Asset Management Inc | 55,231 | $1.90M | 0.00% | +1,147+2.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 53,970 | $1.85M | 0.05% | +503+0.9% | Added |
| Cullen/Frost Bankers, Inc. | 53,333 | $1.83M | 0.03% | −2,902−5.2% | Reduced |
| Kestra Advisory Services, LLC | 52,594 | $1.81M | 0.02% | +14,356+37.5% | Added |
| M&T Bank Corp | 51,983 | $1.78M | 0.01% | −36,498−41.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 51,929 | $1.78M | 0.17% | +35,877+223.5% | Added |
| Kennedy Capital Management, Inc. | 51,856 | $1.78M | 0.04% | +1,062+2.1% | Added |
| Susquehanna Fundamental Investments, LLC | 51,820 | $1.78M | 0.12% | 00.0% | Unchanged |
| Bessemer Group Inc | 50,925 | $1.75M | 0.00% | −157−0.3% | Reduced |
| 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 |
| Prudential PLC | 49,660 | $1.70M | 0.02% | +6,549+15.2% | Added |
| Nisa Investment Advisors, LLC | 48,970 | $1.68M | 0.01% | −2,184−4.3% | Reduced |