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 2021
Institutional positions in Essential Utilities, Inc. as of Jun 30, 2021. 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
- 589
- −6 vs. Q1 2021
- Shares held
- 174.3M
- +3.76M (+2.2%) vs. Q1 2021
- Total value
- $7.96B
- +$330.3M (+4.3%) vs. Q1 2021
- New holders
- 56
- 190 more added
- Sold out
- 62
- 176 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 1,231 | $56.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,221 | $56.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,196 | $55.0K | 0.03% | +7+0.6% | Added |
| Quadrant Capital Group LLC | 1,187 | $54.0K | 0.01% | −92−7.2% | Reduced |
| Motco | 1,175 | $54.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1,104 | $50.0K | 0.01% | −66−5.6% | Reduced |
| Arrow Financial Corp | 1,082 | $49.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,075 | $49.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,041 | $48.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,000 | $46.0K | 0.02% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 970 | $44.3K | 0.02% | +312+47.4% | Added |
| Corbenic Partners LLC | 914 | $42.0K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 906 | $41.0K | 0.04% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $39.0K | 0.00% | – | – |
| Tobam | 835 | $38.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 814 | $37.0K | 0.02% | 00.0% | Unchanged |
| BBVA USA | 780 | $36.0K | 0.00% | +780 | New |
| Tarbox Family Office, Inc. | 761 | $35.0K | 0.01% | +625+459.6% | Added |
| M&R Capital Management Inc | 748 | $34.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 736 | $34.0K | 0.00% | +736 | New |
| Archer Investment Corp | 709 | $32.4K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 698 | $32.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 700 | $32.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 696 | $32.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 675 | $31.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 666 | $30.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 666 | $30.0K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 660 | $30.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $30.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 654 | $29.0K | 0.01% | +3+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 634 | $29.0K | 0.00% | +102+19.2% | Added |
| Sageworth Trust Co | 640 | $29.0K | 0.00% | +640 | New |
| Strategic Blueprint, LLC | 629 | $29.0K | 0.00% | +629 | New |
| FourThought Financial, LLC | 624 | $28.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 593 | $27.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 520 | $26.0K | 0.01% | −60−10.3% | Reduced |
| HHM Wealth Advisors, LLC | 561 | $26.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 556 | $25.0K | 0.00% | +2+0.4% | Added |
| HC Financial Advisors Inc | 531 | $24.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 504 | $23.0K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 511 | $23.0K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 500 | $23.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 500 | $23.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 468 | $21.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 444 | $20.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 423 | $19.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 393 | $18.0K | 0.00% | +2+0.5% | Added |
| Red Door Wealth Management, LLC | 375 | $17.0K | 0.01% | +375 | New |
| Resources Management Corp | 357 | $16.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 332 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 320 | $15.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 310 | $14.0K | 0.00% | +1+0.3% | Added |
| CNB Bank | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 300 | $14.0K | 0.00% | +300 | New |
| Tfo-TDC, LLC | 300 | $14.0K | 0.00% | +300 | New |
| TCI Wealth Advisors, Inc. | 290 | $13.0K | 0.00% | +212+271.8% | Added |
| Bedel Financial Consulting, Inc. | 268 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 250 | $11.0K | 0.00% | −168−40.2% | Reduced |
| Gemmer Asset Management LLC | 244 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 250 | $11.0K | 0.00% | +250 | New |
| Wealth Quarterback LLC | 236 | $11.0K | 0.01% | +236 | New |
| Eagle Bay Advisors LLC | 225 | $11.0K | 0.01% | +225 | New |
| Atlas Capital Advisors LLC | 200 | $9.14K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 187 | $9.00K | 0.01% | −2−1.1% | Reduced |
| Earnest Partners LLC | 175 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 162 | $7.00K | 0.00% | −26−13.8% | Reduced |
| Capital Analysts, LLC | 113 | $6.00K | 0.00% | −659−85.4% | Reduced |
| Evoke Wealth, LLC | 132 | $6.00K | 0.00% | −111−45.7% | Reduced |
| Country Trust Bank | 124 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 125 | $6.00K | 0.00% | +125 | New |
| Personal Wealth Partners | 135 | $6.00K | 0.00% | +135 | New |
| Versant Capital Management, Inc | 115 | $5.00K | 0.00% | −88−43.3% | Reduced |
| Sandy Spring Bank | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 106 | $5.00K | 0.00% | +1+1.0% | Added |
| Independence Bank of Kentucky | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $5.00K | 0.00% | +115 | New |
| Fifth Third Bancorp | 83 | $4.00K | 0.00% | −2,113−96.2% | Reduced |
| McIlrath & Eck, LLC | 69 | $3.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 63 | $3.00K | 0.00% | +63 | New |
| Glassman Wealth Services | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 37 | $2.00K | 0.00% | +19+105.6% | Added |
| Raffa Wealth Management, LLC | 31 | $1.42K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 25 | $1.00K | 0.00% | +4+19.0% | Added |
| Financial Management Professionals, Inc. | 24 | $1.00K | 0.00% | +24 | New |
| First Horizon Corp | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −93,946−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −63,633−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −58,751−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −45,900−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −45,791−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −41,350−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −37,934−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −34,837−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −26,943−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −25,187−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −23,978−100.0% | Sold out |