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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 48,800 | $1.68M | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 48,564 | $1.67M | 0.00% | +35,729+278.4% | Added |
| Panagora Asset Management Inc | 48,178 | $1.65M | 0.01% | −8,653−15.2% | Reduced |
| Covea Finance | 48,000 | $1.65M | 0.09% | −32,000−40.0% | Reduced |
| Toronto Dominion Bank | 47,903 | $1.64M | 0.00% | −12,372−20.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 45,521 | $1.56M | 0.00% | +41,406+1,006.2% | Added |
| Robeco Institutional Asset Management B.V. | 45,331 | $1.56M | 0.00% | +15,811+53.6% | Added |
| Ostrum Asset Management | 44,722 | $1.54M | 0.14% | −12,481−21.8% | Reduced |
| Aquatic Capital Management LLC | 43,900 | $1.51M | 0.06% | +26,900+158.2% | Added |
| First Personal Financial Services | 42,661 | $1.46M | 0.38% | −3,109−6.8% | Reduced |
| Arcadia Investment Management Corp | 42,381 | $1.45M | 0.31% | +5,376+14.5% | Added |
| TFG Advisers LLC | 42,312 | $1.45M | 0.68% | −1,559−3.6% | Reduced |
| Alps Advisors Inc | 42,120 | $1.45M | 0.01% | +29,850+243.3% | Added |
| Utah Retirement Systems | 41,798 | $1.43M | 0.02% | +100+0.2% | Added |
| Tredje AP-fonden | 41,460 | $1.42M | 0.02% | −3,871−8.5% | Reduced |
| Lido Advisors, LLC | 40,473 | $1.39M | 0.02% | −3,739−8.5% | Reduced |
| Bridgewater Advisors Inc. | 40,375 | $1.39M | 0.22% | +48+0.1% | Added |
| Cubist Systematic Strategies, LLC | 38,195 | $1.31M | 0.02% | −17,406−31.3% | Reduced |
| Quantbot Technologies LP | 37,582 | $1.29M | 0.09% | +37,582 | New |
| Bridgewater Associates, LP | 36,921 | $1.27M | 0.01% | −1,052−2.8% | Reduced |
| CI Private Wealth, LLC | 36,903 | $1.27M | 0.00% | −15,533−29.6% | Reduced |
| Mercer Global Advisors Inc | 36,702 | $1.26M | 0.00% | −2,260−5.8% | Reduced |
| Bryn Mawr Trust Co | 35,939 | $1.23M | 0.05% | −450−1.2% | Reduced |
| Ethic Inc. | 35,382 | $1.22M | 0.04% | +11,525+48.3% | Added |
| Cutter & CO Brokerage, Inc. | 35,341 | $1.21M | 0.35% | −15,514−30.5% | Reduced |
| Cetera Advisor Networks LLC | 35,033 | $1.20M | 0.01% | +1,305+3.9% | Added |
| Mariner, LLC | 34,360 | $1.18M | 0.00% | +3,104+9.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 33,772 | $1.16M | 0.00% | +33,772 | New |
| Glenmede Trust Co NA | 33,767 | $1.16M | 0.01% | −1,908−5.3% | Reduced |
| Federated Hermes, Inc. | 32,769 | $1.12M | 0.00% | −1,798−5.2% | Reduced |
| AE Wealth Management LLC | 32,528 | $1.12M | 0.01% | +1,139+3.6% | Added |
| Modera Wealth Management, LLC | 32,492 | $1.12M | 0.02% | +228+0.7% | Added |
| Sterling Investment Advisors, Ltd. | 32,474 | $1.11M | 0.39% | +17+0.1% | Added |
| Mitchell Sinkler & Starr | 32,344 | $1.11M | 0.34% | +10,158+45.8% | Added |
| Public Sector Pension Investment Board | 31,631 | $1.09M | 0.01% | +500+1.6% | Added |
| CIBC Private Wealth Group, LLC | 31,528 | $1.08M | 0.00% | −597−1.9% | Reduced |
| Addison Capital Co | 31,226 | $1.07M | 0.83% | −3,050−8.9% | Reduced |
| New York Life Investment Management LLC | 30,581 | $1.05M | 0.01% | +15,388+101.3% | Added |
| Haverford Trust Co | 29,995 | $1.03M | 0.01% | +1,885+6.7% | Added |
| Man Group plc | – | $1.03M | 0.00% | – | – |
| Simplex Trading, LLC | 29,494 | $1.01M | 0.04% | +29,494 | New |
| Coastline Trust Co | 29,395 | $1.01M | 0.15% | −4,003−12.0% | Reduced |
| Xponance, Inc. | 29,347 | $1.01M | 0.01% | −292−1.0% | Reduced |
| Versor Investments LP | 28,967 | $994.4K | 0.20% | +8,000+38.2% | Added |
| State of Alaska, Department of Revenue | 28,891 | $991.0K | 0.01% | −925−3.1% | Reduced |
| Community Bank, N.A. | 28,808 | $988.7K | 0.14% | −1,938−6.3% | Reduced |
| Jmac Enterprises LLC | 28,226 | $969.0K | 0.24% | −375−1.3% | Reduced |
| First Business Financial Services, Inc. | 28,108 | $964.9K | 0.12% | +126+0.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 27,986 | $960.8K | 0.73% | −2,025−6.7% | Reduced |
| Nissay Asset Management Corp | 27,453 | $942.5K | 0.01% | +884+3.3% | Added |
| Continuum Advisory, LLC | 27,379 | $939.9K | 0.15% | −5,000−15.4% | Reduced |
| Davy Global Fund Management Ltd | 27,257 | $935.7K | 0.19% | +10,405+61.7% | Added |
| Wealthcare Advisory Partners LLC | 26,047 | $894.2K | 0.04% | −547−2.1% | Reduced |
| Blackhill Capital Inc | 26,041 | $894.0K | 0.09% | 00.0% | Unchanged |
| CenterBook Partners LP | 25,790 | $885.4K | 0.11% | −24,958−49.2% | Reduced |
| apricus wealth, LLC | 26,262 | $879.3K | 0.77% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 25,597 | $878.8K | 0.36% | +25,597 | New |
| Arkadios Wealth Advisors | 25,215 | $865.6K | 0.08% | −54−0.2% | Reduced |
| AlphaStar Capital Management, LLC | 25,038 | $859.5K | 0.11% | −2,788−10.0% | Reduced |
| Engineers Gate Manager LP | 24,222 | $831.5K | 0.03% | −48,264−66.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 23,342 | $801.3K | 0.03% | +20.0% | Added |
| Key Financial Inc | 23,295 | $799.7K | 0.27% | +20.0% | Added |
| Toth Financial Advisory Corp | 23,143 | $794.5K | 0.12% | +330+1.4% | Added |
| Gulf International Bank (UK) Ltd | 23,151 | $794.0K | 0.02% | −1,966−7.8% | Reduced |
| Advisors Asset Management, Inc. | 22,852 | $784.5K | 0.02% | −1,126−4.7% | Reduced |
| British Columbia Investment Management Corp | 22,826 | $783.6K | 0.01% | +911+4.2% | Added |
| Virtue Capital Management, LLC | 19,432 | $781.4K | 0.13% | 00.0% | Unchanged |
| Rothschild Investment Corp | 22,583 | $775.0K | 0.07% | −702−3.0% | Reduced |
| Teza Capital Management LLC | 22,572 | $774.9K | 0.13% | +22,572 | New |
| Whittier Trust Co | 22,544 | $773.7K | 0.01% | +100.0% | Added |
| Steward Partners Investment Advisory, LLC | 22,328 | $766.5K | 0.01% | +10.0% | Added |
| Neuberger Berman Group LLC | 22,033 | $756.4K | 0.00% | −781−3.4% | Reduced |
| Nordea Investment Management AB | 21,916 | $750.4K | 0.00% | −2,673−10.9% | Reduced |
| Natixis Advisors, L.P. | 21,679 | $744.0K | 0.00% | −5,599−20.5% | Reduced |
| HSBC Holdings PLC | 21,643 | $742.0K | 0.00% | −35,199−61.9% | Reduced |
| Sonen Capital LLC | 21,589 | $741.1K | 1.45% | +3,116+16.9% | Added |
| Daiwa Securities Group Inc. | 21,506 | $738.0K | 0.01% | −1,400−6.1% | Reduced |
| Elo Mutual Pension Insurance Co | 21,021 | $722.0K | 0.02% | +483+2.4% | Added |
| Securian Asset Management, Inc | 20,611 | $707.6K | 0.02% | −821−3.8% | Reduced |
| Bernardo Wealth Planning LLC | 20,594 | $707.0K | 0.28% | −301−1.4% | Reduced |
| Pacer Advisors, Inc. | 20,371 | $699.3K | 0.00% | −21,829−51.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 20,337 | $698.2K | 0.07% | −105−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 20,124 | $686.0K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 19,866 | $681.8K | 0.58% | +19,866 | New |
| Ingalls & Snyder LLC | 19,522 | $670.0K | 0.03% | −1,300−6.2% | Reduced |
| Truist Financial Corp | 19,463 | $668.2K | 0.00% | +810+4.3% | Added |
| Teacher Retirement System of Texas | 19,454 | $668.0K | 0.00% | +470+2.5% | Added |
| Walleye Capital LLC | 19,390 | $665.7K | 0.01% | −945−4.6% | Reduced |
| Wealthspire Advisors, LLC | 19,286 | $662.1K | 0.01% | −300−1.5% | Reduced |
| US Bancorp | 19,006 | $652.5K | 0.00% | −1,265−6.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,975 | $651.4K | 0.09% | −170−0.9% | Reduced |
| D.A. Davidson & Co. | 18,836 | $646.7K | 0.01% | −1,166−5.8% | Reduced |
| Shell Asset Management Co | 18,266 | $627.0K | 0.03% | −23−0.1% | Reduced |
| Liberty One Investment Management, LLC | 18,216 | $625.3K | 0.09% | +15+0.1% | Added |
| TD Asset Management Inc | 18,071 | $620.4K | 0.00% | −1,000−5.2% | Reduced |
| Gotham Asset Management, LLC | 17,849 | $612.8K | 0.01% | −101,091−85.0% | Reduced |
| Smithfield Trust Co | 17,269 | $592.0K | 0.04% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 17,225 | $591.3K | 0.10% | +17,225 | New |
| Janus Henderson Group PLC | 17,120 | $587.9K | 0.00% | +5,677+49.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,972 | $582.6K | 0.01% | −163−1.0% | Reduced |