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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 1,404 | $64.6K | 0.00% | −15,730−91.8% | Reduced |
| Vigilant Capital Management, LLC | 1,363 | $63.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,294 | $60.0K | 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 1,231 | $56.7K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,222 | $56.0K | 0.01% | +1+0.1% | Added |
| Tower View Investment Management & Research LLC | 1,202 | $55.0K | 0.03% | +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 |
| Lenox Wealth Advisors, LLC | 1,110 | $51.0K | 0.01% | +6+0.5% | Added |
| 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 |
| 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 |
| 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 |
| CBIZ Investment Advisory Services, LLC | – | $40.0K | 0.00% | – | – |
| Tobam | 835 | $38.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 814 | $38.0K | 0.02% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 800 | $36.0K | 0.01% | +800 | New |
| BBVA USA | 756 | $35.0K | 0.00% | −24−3.1% | Reduced |
| Tarbox Family Office, Inc. | 761 | $35.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 736 | $34.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 709 | $32.7K | 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 |
| First Command Bank | 666 | $31.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 666 | $31.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 658 | $30.3K | 0.01% | −312−32.2% | Reduced |
| First PREMIER Bank | 650 | $30.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 658 | $30.0K | 0.01% | +4+0.6% | Added |
| Sageworth Trust Co | 640 | $29.0K | 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 |
| Essex Investment Management Co LLC | 593 | $27.0K | 0.00% | 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 504 | $23.2K | 0.01% | 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 |
| 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 |
| Massmutual Trust Co FSB | 450 | $21.0K | 0.00% | +450 | New |
| 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 |
| Pinnacle Bancorp, Inc. | 423 | $19.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 406 | $19.0K | 0.00% | +323+389.2% | Added |
| Mascoma Wealth Management LLC | 401 | $18.0K | 0.01% | +401 | New |
| 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 |
| Resources Management Corp | 357 | $16.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 350 | $16.0K | 0.01% | +125+55.6% | Added |
| JFS Wealth Advisors, LLC | 320 | $15.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 300 | $14.0K | 0.01% | 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 |
| Bedel Financial Consulting, Inc. | 268 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 244 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 237 | $11.0K | 0.01% | +1+0.4% | Added |
| Lindbrook Capital, LLC | 208 | $10.0K | 0.00% | +46+28.4% | Added |
| Atlas Capital Advisors LLC | 200 | $9.22K | 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 |
| 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 |
| 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 |
| Capital Analysts, LLC | 77 | $4.00K | 0.00% | −36−31.9% | Reduced |
| Bell Investment Advisors, Inc | 79 | $4.00K | 0.00% | +79 | New |
| 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 |
| Raffa Wealth Management, LLC | 31 | $1.43K | 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −350,131−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −315,854−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −253,110−100.0% | Sold out |