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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.

Institutional holdersQ3 2021: 597 institutions
Q1 2021: 598 institutionsQ2 2021: 589 institutionsQ3 2021: 597 institutionsQ4 2021: 648 institutionsQ1 2022: 642 institutionsQ2 2022: 636 institutionsQ3 2022: 637 institutionsQ4 2022: 657 institutionsQ1 2023: 650 institutionsQ2 2023: 626 institutionsQ3 2023: 584 institutionsQ4 2023: 623 institutionsQ1 2024: 592 institutionsQ2 2024: 601 institutionsQ3 2024: 629 institutionsQ4 2024: 622 institutionsQ1 2025: 677 institutionsQ2 2025: 683 institutionsQ3 2025: 679 institutionsQ4 2025: 695 institutionsQ1 2026: 698 institutionsQ2 2026: 702 institutions
Value heldQ3 2021: $7.96B
Q1 2021: $7.74BQ2 2021: $7.96BQ3 2021: $7.96BQ4 2021: $9.44BQ1 2022: $9.19BQ2 2022: $8.55BQ3 2022: $7.82BQ4 2022: $9.21BQ1 2023: $8.33BQ2 2023: $7.63BQ3 2023: $6.85BQ4 2023: $7.63BQ1 2024: $7.90BQ2 2024: $8.01BQ3 2024: $8.09BQ4 2024: $7.90BQ1 2025: $8.79BQ2 2025: $8.20BQ3 2025: $9.07BQ4 2025: $8.66BQ1 2026: $8.72BQ2 2026: $8.58B
Institutions holding WTRG and their total value by quarter
QuarterHoldersValue
Q2 2026702$8.58B
Q1 2026698$8.72B
Q4 2025695$8.66B
Q3 2025679$9.07B
Q2 2025683$8.20B
Q1 2025677$8.79B
Q4 2024622$7.90B
Q3 2024629$8.09B
Q2 2024601$8.01B
Q1 2024592$7.90B
Q4 2023623$7.63B
Q3 2023584$6.85B
Q2 2023626$7.63B
Q1 2023650$8.33B
Q4 2022657$9.21B
Q3 2022637$7.82B
Q2 2022636$8.55B
Q1 2022642$9.19B
Q4 2021648$9.44B
Q3 2021597$7.96B
Q2 2021589$7.96B
Q1 2021598$7.74B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q2 2021.

Institutions holding WTRG in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Allworth Financial LP1,570$72.0K0.00%+250+18.9%Added
Old Second National Bank of Aurora1,600$74.0K0.02%00.0%Unchanged
Quadrant Capital Group LLC1,609$74.0K0.01%+422+35.6%Added
Brewin Dolphin Ltd1,660$76.5K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.1,695$78.0K0.03%00.0%Unchanged
Meridian Wealth Partners, LLC1,679$78.0K0.02%+1,679New
Baystate Wealth Management LLC1,749$81.0K0.01%+6+0.3%Added
Tradewinds Capital Management, LLC1,806$83.0K0.01%+9+0.5%Added
Rosenberg Matthew Hamilton1,900$88.0K0.03%00.0%Unchanged
Signaturefd, LLC1,910$88.0K0.00%+257+15.5%Added
Group One Trading, L.P.1,900$88.0K0.00%+1,900New
Private Capital Group, LLC1,960$90.0K0.02%−229−10.5%Reduced
Parallel Advisors, LLC2,072$95.0K0.00%+464+28.9%Added
Clearstead Advisors, LLC2,277$105.0K0.01%+12+0.5%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,342$108.0K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.2,355$108.0K0.01%+2+0.1%Added
STRS Ohio2,633$121.0K0.00%00.0%Unchanged
Hudock, Inc.2,691$124.0K0.04%00.0%Unchanged
Advisors Asset Management, Inc.2,691$124.0K0.00%+330+14.0%Added
TD Private Client Wealth LLC2,714$125.1K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC2,799$129.0K0.03%+331+13.4%Added
Hanson & Doremus Investment Management2,830$130.0K0.03%00.0%Unchanged
Montag A & Associates Inc3,100$143.0K0.01%00.0%Unchanged
Howe & Rusling Inc3,120$144.0K0.02%00.0%Unchanged
Ibex Wealth Advisors3,221$148.0K0.03%+3,221New
Delta Asset Management LLC3,300$152.0K0.01%00.0%Unchanged
Washington Trust Co3,330$153.0K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.3,341$154.0K0.01%−300−8.2%Reduced
Dividend Assets Capital, LLC3,364$155.0K0.03%00.0%Unchanged
Bessemer Group Inc3,425$158.0K0.00%00.0%Unchanged
Tompkins Financial Corp3,419$158.0K0.03%+3,419New
Truvestments Capital LLC3,452$159.0K0.09%+17+0.5%Added
Stonebridge Financial Planning Group, LLC3,556$168.0K0.08%+17+0.5%Added
City Holding Co3,862$178.0K0.03%00.0%Unchanged
Asahi Life Asset Management Co., Ltd.4,080$188.0K0.03%+4,080New
American Portfolios Advisors4,158$191.6K0.01%+1,086+35.4%Added
Lountzis Asset Management, LLC4,191$193.1K0.12%00.0%Unchanged
Headinvest, LLC4,350$200.0K0.04%+4,350New
Aveo Capital Partners, LLC4,353$201.0K0.04%+4,353New
Buckingham Strategic Wealth, LLC4,377$202.0K0.00%−3,557−44.8%Reduced
Fox Run Management, L.L.C.4,449$205.0K0.13%+4,449New
Ellis Investment Partners, LLC4,565$210.0K0.05%−507−10.0%Reduced
Balyasny Asset Management LLC4,566$210.0K0.00%+4,566New
Howland Capital Management LLC4,595$212.0K0.01%00.0%Unchanged
Insight 2811, Inc.4,597$212.0K0.13%+4,597New
Neo Ivy Capital Management5,044$213.0K0.24%+5,044New
Hartline Investment Corp4,670$215.0K0.03%−20−0.4%Reduced
First Citizens Bank & Trust Co4,739$218.0K0.01%−54−1.1%Reduced
Meeder Asset Management Inc4,728$218.0K0.01%+807+20.6%Added
Advisor Partners LLC4,796$221.0K0.01%+147+3.2%Added
Wesbanco Bank Inc4,857$224.0K0.01%00.0%Unchanged
Linscomb & Williams, Inc.4,925$227.0K0.01%+14+0.3%Added
1st Source Bank4,939$228.0K0.01%00.0%Unchanged
Cape Cod Five Cents Savings Bank4,980$229.0K0.02%−750−13.1%Reduced
Dearborn Partners LLC4,978$229.0K0.01%+9+0.2%Added
Bluestein R H & Co5,000$230.0K0.01%00.0%Unchanged
Johnson Financial Group, Inc.5,000$230.0K0.02%00.0%Unchanged
Emerald Advisers, LLC5,010$231.0K0.01%00.0%Unchanged
Nations Financial Group Inc,5,005$231.0K0.04%+200+4.2%Added
Harbour Investments, Inc.5,036$232.0K0.01%−285−5.4%Reduced
Ironwood Investment Counsel, LLC5,100$235.0K0.06%00.0%Unchanged
Aigen Investment Management, LP5,123$236.0K0.05%+5,123New
Centaurus Financial, Inc.5,164$238.0K0.02%−37−0.7%Reduced
Colony Group LLC5,253$242.0K0.00%−37−0.7%Reduced
Brown Miller Wealth Management, LLC5,253$242.0K0.15%+5+0.1%Added
Apollon Wealth Management, LLC5,250$242.0K0.03%+5,250New
Kings Point Capital Management5,267$243.0K0.02%00.0%Unchanged
Gofen & Glossberg LLC5,341$246.0K0.01%00.0%Unchanged
Planning Directions Inc5,337$246.0K0.18%+19+0.4%Added
Glenview Trust Co5,392$248.0K0.01%00.0%Unchanged
Ziegler Capital Management, LLC5,389$248.0K0.01%+5,389New
Jupiter Asset Management Ltd5,497$253.0K0.00%+790+16.8%Added
Tower Research Capital LLC (TRC)5,522$254.0K0.01%−39,420−87.7%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,535$255.0K0.08%00.0%Unchanged
Davenport & Co LLC5,576$257.0K0.00%+342+6.5%Added
Univest Financial Corp5,636$260.0K0.07%00.0%Unchanged
Blair William & Co5,654$261.0K0.00%+100+1.8%Added
Private Trust Co NA5,680$262.0K0.04%+5,680New
Ci Investments Inc.5,698$263.0K0.00%+283+5.2%Added
Joel Isaacson & Co., LLC5,758$265.0K0.02%00.0%Unchanged
AlphaCrest Capital Management LLC5,763$266.0K0.01%−42,735−88.1%Reduced
Accel Wealth Management5,808$268.0K0.17%−38−0.7%Reduced
Illinois Municipal Retirement Fund5,843$269.0K0.01%00.0%Unchanged
Lowe Brockenbrough & Co Inc5,850$270.0K0.02%00.0%Unchanged
Veritable, L.P.5,910$272.0K0.00%00.0%Unchanged
Charter Research & Investment Group, Inc.5,930$273.0K0.23%00.0%Unchanged
Bigelow Investment Advisors, LLC6,014$277.0K0.14%00.0%Unchanged
Charter Trust Co6,052$279.0K0.03%−100−1.6%Reduced
Conestoga Capital Advisors, LLC6,087$280.0K0.00%00.0%Unchanged
Anchor Investment Management, LLC6,096$280.9K0.04%−1,325−17.9%Reduced
Geneos Wealth Management Inc.6,124$283.0K0.01%+52+0.9%Added
Argent Trust Co6,175$284.0K0.02%00.0%Unchanged
CAPROCK Group, Inc.6,183$285.0K0.03%+61+1.0%Added
Swiss Life Asset Management Ltd6,231$286.7K0.00%+6,231New
Murphy Capital Management Inc6,242$287.0K0.03%−950−13.2%Reduced
MidWestOne Financial Group, Inc.6,250$288.0K0.07%00.0%Unchanged
IBM Retirement Fund6,279$289.0K0.02%00.0%Unchanged
Prio Wealth Limited Partnership6,300$290.0K0.01%00.0%Unchanged
Wolverine Trading, LLC6,205$291.0K0.01%−597−8.8%Reduced
Obermeyer Wood Investment Counsel, LLLP6,350$293.0K0.02%00.0%Unchanged