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 2021
Institutional positions in Essential Utilities, Inc. as of Sep 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
- 597
- +14 vs. Q2 2021
- Shares held
- 172.8M
- +3.09M (+1.8%) vs. Q2 2021
- Total value
- $7.96B
- +$206.0M (+2.7%) vs. Q2 2021
- New holders
- 56
- 195 more added
- Sold out
- 42
- 181 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 18 | $1.00K | 0.00% | −4,083−99.6% | Reduced |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Zions Bancorporation, N.A. | 19 | $1.00K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 31 | $1.43K | 0.00% | 00.0% | Unchanged |
| 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% | 00.0% | Unchanged |
| Glassman Wealth Services | 62 | $3.00K | 0.00% | +10+19.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 73 | $3.00K | 0.00% | +36+97.3% | Added |
| Capital Analysts, LLC | 77 | $4.00K | 0.00% | −36−31.9% | Reduced |
| Bell Investment Advisors, Inc | 79 | $4.00K | 0.00% | +79 | New |
| Sandy Spring Bank | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 124 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 126 | $6.00K | 0.00% | +1+0.8% | Added |
| Evoke Wealth, LLC | 132 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 179 | $8.00K | 0.01% | −8−4.3% | Reduced |
| Earnest Partners LLC | 175 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 200 | $9.22K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 208 | $10.0K | 0.00% | +46+28.4% | Added |
| Gemmer Asset Management LLC | 244 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 237 | $11.0K | 0.01% | +1+0.4% | Added |
| Bedel Financial Consulting, Inc. | 268 | $12.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 278 | $13.0K | 0.00% | −356−56.2% | Reduced |
| Berman Capital Advisors, LLC | 298 | $13.0K | 0.00% | −12−3.9% | Reduced |
| CNB Bank | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 320 | $15.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 357 | $16.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 350 | $16.0K | 0.01% | +125+55.6% | Added |
| Ellevest, Inc. | 362 | $17.0K | 0.00% | +112+44.8% | Added |
| Godsey & Gibb Associates | 375 | $17.0K | 0.01% | +375 | New |
| Robbins Farley LLC | 375 | $17.0K | 0.01% | +375 | New |
| Mascoma Wealth Management LLC | 401 | $18.0K | 0.01% | +401 | New |
| Pinnacle Bancorp, Inc. | 423 | $19.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 406 | $19.0K | 0.00% | +323+389.2% | Added |
| M&R Capital Management Inc | 448 | $20.0K | 0.00% | −300−40.1% | Reduced |
| Disciplined Investments, LLC | 444 | $20.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 425 | $20.0K | 0.00% | +32+8.1% | Added |
| Itau Unibanco Holding S.A. | 433 | $20.0K | 0.00% | +433 | New |
| Massmutual Trust Co FSB | 450 | $21.0K | 0.00% | +450 | New |
| Fieldpoint Private Securities, LLC | 485 | $22.0K | 0.00% | −35−6.7% | Reduced |
| Brown Brothers Harriman & Co | 468 | $22.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $23.0K | 0.00% | −1,500−75.0% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 500 | $23.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 500 | $23.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 509 | $23.0K | 0.00% | +219+75.5% | Added |
| Achmea Investment Management B.V. | 515 | $23.0K | 0.00% | +515 | New |
| Sutton Wealth Advisors Inc. | 504 | $23.2K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 531 | $24.0K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 511 | $24.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 561 | $26.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 559 | $26.0K | 0.00% | +3+0.5% | Added |
| Essex Investment Management Co LLC | 593 | $27.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 615 | $28.0K | 0.00% | −635−50.8% | Reduced |
| FourThought Financial, LLC | 624 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 640 | $29.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $30.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 658 | $30.0K | 0.01% | +4+0.6% | Added |
| Halpern Financial, Inc. | 658 | $30.3K | 0.01% | −312−32.2% | Reduced |
| First Command Bank | 666 | $31.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 666 | $31.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 698 | $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 | 705 | $32.0K | 0.01% | +30+4.4% | Added |
| Archer Investment Corp | 709 | $32.7K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 736 | $34.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 756 | $35.0K | 0.00% | −24−3.1% | Reduced |
| Tarbox Family Office, Inc. | 761 | $35.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 800 | $36.0K | 0.01% | +800 | New |
| Tobam | 835 | $38.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 814 | $38.0K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $40.0K | 0.00% | – | – |
| IndexIQ Advisors LLC | 906 | $42.0K | 0.00% | −1,497−62.3% | Reduced |
| Corbenic Partners LLC | 914 | $42.0K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 906 | $42.0K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,000 | $46.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,041 | $48.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,082 | $50.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,075 | $50.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1,110 | $51.0K | 0.01% | +6+0.5% | Added |
| Birch Capital Management, LLC | 1,169 | $54.0K | 0.04% | −3,701−76.0% | Reduced |
| Motco | 1,175 | $54.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,202 | $55.0K | 0.03% | +6+0.5% | Added |
| Carolinas Wealth Consulting LLC | 1,222 | $56.0K | 0.01% | +1+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 1,231 | $56.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,241 | $57.0K | 0.01% | +1+0.1% | Added |
| Bartlett & Co. LLC | 1,231 | $57.0K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,250 | $58.0K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,250 | $58.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,294 | $60.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,363 | $63.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,404 | $64.6K | 0.00% | −15,730−91.8% | Reduced |
| NEXT Financial Group, Inc | 1,424 | $65.0K | 0.01% | +39+2.8% | Added |
| Atlantic Trust, LLC | 1,500 | $69.0K | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,500 | $69.0K | 0.01% | 00.0% | Unchanged |