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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
Meiji Yasuda Asset Management Co Ltd.6,440$297.0K0.02%00.0%Unchanged
Charter Oak Capital Management, LLC6,473$298.0K0.04%+32+0.5%Added
Advisors Capital Management, LLC6,483$299.0K0.01%−30.0%Reduced
Spire Wealth Management6,574$303.0K0.01%00.0%Unchanged
Forsta Ap-Fonden6,600$304.0K0.00%+6,600New
Captrust Financial Advisors6,618$305.0K0.00%−760−10.3%Reduced
First Republic Investment Management, Inc.6,669$307.0K0.00%−138−2.0%Reduced
Birch Hill Investment Advisors LLC6,666$307.0K0.02%00.0%Unchanged
Eagle Ridge Investment Management6,701$309.0K0.03%00.0%Unchanged
Capital CS Group, LLC6,673$309.0K0.29%00.0%Unchanged
StoneX Group Inc.6,742$311.0K0.04%−368−5.2%Reduced
Ethic Inc.6,785$313.0K0.03%−2,630−27.9%Reduced
Cigna Investments Inc6,837$315.0K0.02%−100−1.4%Reduced
Providence Wealth Advisors, LLC6,835$319.0K0.22%00.0%Unchanged
Segall Bryant & Hamill, LLC6,966$320.0K0.00%00.0%Unchanged
Dorsey & Whitney Trust CO LLC6,949$320.0K0.03%00.0%Unchanged
Johnson Investment Counsel Inc7,037$324.0K0.00%+20.0%Added
Commerce Bank7,091$327.0K0.00%−869−10.9%Reduced
Northwestern Mutual Wealth Management Co7,153$330.0K0.00%+12+0.2%Added
B. Metzler seel. Sohn & Co. Holding AG7,199$332.0K0.00%00.0%Unchanged
Pendal Group Limited7,306$337.0K0.00%+7,306New
Coho Partners, Ltd.7,340$338.0K0.01%00.0%Unchanged
Fulton Bank, N.A.7,369$340.0K0.02%00.0%Unchanged
Northstar Asset Management LLC7,485$345.0K0.09%00.0%Unchanged
Kingfisher Capital LLC7,509$346.0K0.09%+239+3.3%Added
World Asset Management Inc7,551$348.0K0.03%−332−4.2%Reduced
Wetherby Asset Management Inc7,734$356.0K0.02%−116−1.5%Reduced
Lehman & Derafelo Financial Resources LLC7,774$358.0K0.12%−925−10.6%Reduced
Schroder Investment Management Group7,784$359.0K0.00%−8,260−51.5%Reduced
Affiance Financial, LLC7,784$359.0K0.16%00.0%Unchanged
NewSquare Capital LLC7,810$360.0K0.04%+7,810New
Cannell Peter B & Co Inc7,925$365.0K0.01%−100−1.2%Reduced
Stratos Wealth Partners, LTD.7,959$367.0K0.01%+12+0.2%Added
First Affirmative Financial Network7,965$367.0K0.38%+7,965New
Chevy Chase Trust Holdings, Inc.8,000$369.0K0.00%00.0%Unchanged
HBK Sorce Advisory LLC8,082$372.0K0.02%−292−3.5%Reduced
Gamble Jones Investment Counsel8,168$376.0K0.02%00.0%Unchanged
Stratos Wealth Advisors, LLC8,196$378.0K0.03%+10.0%Added
Leonteq Securities AG8,243$379.8K0.02%−780−8.6%Reduced
Girard Partners Ltd.8,252$380.0K0.05%+1,339+19.4%Added
Krane Funds Advisors LLC8,349$385.0K0.01%+8,349New
Barrett Asset Management, LLC8,424$388.0K0.02%00.0%Unchanged
American Century Companies Inc8,410$388.0K0.00%+783+10.3%Added
Humankind Investments LLC8,421$388.0K0.18%+4,042+92.3%Added
Blossom Wealth Management8,425$388.0K2.31%+8,425New
Pegasus Partners Ltd.8,560$394.0K0.07%−119−1.4%Reduced
Worldquant Millennium Advisors LLC8,660$399.0K0.01%−2,809−24.5%Reduced
Madden Securities Corp9,067$418.0K0.23%00.0%Unchanged
Avantax Advisory Services, Inc.9,069$419.0K0.01%−34−0.4%Reduced
Marcum Wealth, LLC9,085$419.0K0.07%+1,448+19.0%Added
Nordea Investment Management AB9,044$425.0K0.00%00.0%Unchanged
Foundations Investment Advisors, LLC9,096$426.0K0.02%00.0%Unchanged
Levy Wealth Management Group, LLC9,247$426.0K0.23%+10.0%Added
Robeco Institutional Asset Management B.V.9,522$439.0K0.00%+9,522New
Raymond James Trust N.A.9,594$442.0K0.01%−340−3.4%Reduced
Diversified, LLC9,683$446.0K0.24%+17+0.2%Added
Blume Capital Management, Inc.9,700$447.0K0.16%00.0%Unchanged
Gotham Asset Management, LLC9,729$448.0K0.02%+4,498+86.0%Added
SeaCrest Wealth Management, LLC9,747$449.0K0.05%−137−1.4%Reduced
Tower Wealth Partners, Inc.9,737$449.0K0.47%00.0%Unchanged
Fort Washington Investment Advisors Inc9,769$450.0K0.00%−200−2.0%Reduced
Livforsakringsbolaget Skandia, Omsesidigt9,800$451.0K0.03%−1,900−16.2%Reduced
Huntington National Bank9,805$451.0K0.00%00.0%Unchanged
Ferguson Wellman Capital Management, Inc9,872$455.0K0.01%00.0%Unchanged
J.W. Cole Advisors, Inc.9,923$457.0K0.03%+2,443+32.7%Added
CIBC Asset Management Inc9,991$460.0K0.00%+710+7.7%Added
BBR Partners, LLC9,984$460.0K0.04%+9,984New
Mitsubishi UFJ Asset Management (UK) Ltd.10,000$461.0K0.19%00.0%Unchanged
Great Valley Advisor Group, Inc.10,035$462.0K0.03%−313−3.0%Reduced
Natixis Investment Managers International10,139$467.0K0.03%−607−5.6%Reduced
Pinnacle Associates Ltd10,162$468.0K0.01%+675+7.1%Added
Trexquant Investment LP10,203$470.0K0.04%+10,203New
EagleClaw Capital Managment, LLC10,239$473.0K0.12%00.0%Unchanged
Susquehanna Fundamental Investments, LLC10,300$475.0K0.01%−65,016−86.3%Reduced
Central Trust Co10,303$475.0K0.02%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S10,418$480.0K0.02%−3,058−22.7%Reduced
Bank Julius Baer & Co. Ltd, Zurich10,700$493.0K0.00%00.0%Unchanged
Mid Atlantic Financial Management Inc10,774$496.0K0.03%+30.0%Added
TrinityPoint Wealth, LLC10,766$496.0K0.09%+1,464+15.7%Added
Aaron Wealth Advisors10,828$498.0K0.14%+167+1.6%Added
Keybank National Association10,972$506.0K0.00%+420+4.0%Added
JustInvest LLC11,046$509.0K0.05%+2,002+22.1%Added
Vestcor Inc11,292$520.0K0.02%−458−3.9%Reduced
Sigma Planning Corp11,287$520.0K0.02%−245−2.1%Reduced
O'Shares Investment Advisers, LLC11,360$523.0K0.04%+11,360New
Exchange Traded Concepts, LLC11,508$530.0K0.01%+11,508New
Neuberger Berman Group LLC11,827$545.0K0.00%+59+0.5%Added
Youngs Advisory Group, Inc.11,853$546.0K0.41%00.0%Unchanged
Schonfeld Strategic Advisors LLC12,100$558.0K0.01%+12,100New
Community Bank, N.A.12,199$562.0K0.07%+3,725+44.0%Added
Phoenix Holdings Ltd.12,258$572.0K0.01%+12,258New
Institute for Wealth Management, LLC.12,540$578.0K0.10%00.0%Unchanged
Spinnaker Trust12,563$579.0K0.04%−10,191−44.8%Reduced
Banque Cantonale Vaudoise12,570$580.0K0.02%−100−0.8%Reduced
Shelton Capital Management12,576$580.0K0.02%00.0%Unchanged
Allianz Asset Management GmbH12,883$593.0K0.00%+4,142+47.4%Added
Town & Country Bank & Trust CO dba First Bankers Trust CO13,266$611.0K0.31%−927−6.5%Reduced
Mirae Asset Global Investments Co., Ltd.13,366$615.0K0.00%+7,300+120.3%Added
Moors & Cabot, Inc.13,377$616.0K0.04%+375+2.9%Added
Inverness Counsel LLC13,475$621.0K0.02%−300−2.2%Reduced