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, Q4 2021
Institutional positions in Essential Utilities, Inc. as of Dec 31, 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
- 648
- +58 vs. Q3 2021
- Shares held
- 175.9M
- +3.21M (+1.9%) vs. Q3 2021
- Total value
- $9.44B
- +$1.48B (+18.6%) vs. Q3 2021
- New holders
- 104
- 228 more added
- Sold out
- 46
- 173 more reduced
7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 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% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 10 | $1.00K | 0.00% | −8−44.4% | Reduced |
| Parkside Financial Bank & Trust | 11 | $1.00K | 0.00% | +11 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Dark Forest Capital Management LP | 15 | $1.00K | 0.00% | +15 | New |
| Schubert & Co | 21 | $1.00K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 31 | $1.66K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Retirement Planning Co of New England, Inc. | 46 | $2.00K | 0.00% | +46 | New |
| Delos Wealth Advisors, LLC | 47 | $3.00K | 0.00% | +47 | New |
| Capital Analysts, LLC | 78 | $4.00K | 0.00% | +1+1.3% | Added |
| McIlrath & Eck, LLC | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 95 | $5.00K | 0.00% | +33+53.2% | Added |
| Sandy Spring Bank | 106 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 115 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 120 | $6.00K | 0.00% | +41+51.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 121 | $6.00K | 0.00% | +48+65.8% | Added |
| Bivin & Associates, Inc. | 103 | $6.00K | 0.01% | +103 | New |
| Country Trust Bank | 124 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 132 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 147 | $8.00K | 0.00% | −493−77.0% | Reduced |
| Eagle Bay Advisors LLC | 175 | $9.00K | 0.01% | −175−50.0% | Reduced |
| Lindbrook Capital, LLC | 162 | $9.00K | 0.00% | −46−22.1% | Reduced |
| Quent Capital, LLC | 171 | $9.00K | 0.00% | +171 | New |
| High Net Worth Advisory Group LLC | 190 | $10.0K | 0.00% | +190 | New |
| Atlas Capital Advisors LLC | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 234 | $12.4K | 0.00% | +234 | New |
| Gemmer Asset Management LLC | 244 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 268 | $14.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 281 | $15.0K | 0.00% | −278−49.7% | Reduced |
| Capital Advisors, Ltd. LLC | 278 | $15.0K | 0.00% | +278 | New |
| CNB Bank | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 300 | $16.0K | 0.02% | +300 | New |
| Itau Unibanco Holding S.A. | 313 | $17.0K | 0.00% | −120−27.7% | Reduced |
| Ellevest, Inc. | 309 | $17.0K | 0.00% | −53−14.6% | Reduced |
| Resources Management Corp | 357 | $19.0K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 375 | $20.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 369 | $20.0K | 0.00% | +49+15.3% | Added |
| Norwood Financial Corp | 375 | $20.0K | 0.03% | +375 | New |
| City State Bank | 380 | $20.0K | 0.01% | +380 | New |
| Washington Trust Advisors, Inc. | 400 | $21.0K | 0.00% | +400 | New |
| Mascoma Wealth Management LLC | 402 | $22.0K | 0.01% | +1+0.2% | Added |
| Pinnacle Bancorp, Inc. | 423 | $23.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 443 | $23.0K | 0.00% | +443 | New |
| TCI Wealth Advisors, Inc. | 455 | $24.0K | 0.00% | −54−10.6% | Reduced |
| M&R Capital Management Inc | 448 | $24.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 444 | $24.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 468 | $25.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 457 | $25.0K | 0.01% | +457 | New |
| IFP Advisors, Inc | 462 | $26.0K | 0.00% | +37+8.7% | Added |
| Sageworth Trust Co of South Dakota | 488 | $26.0K | 0.04% | +488 | New |
| Sage Private Wealth Group, LLC | 510 | $27.0K | 0.03% | −1−0.2% | Reduced |
| Salem Investment Counselors Inc | 500 | $27.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 515 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 500 | $27.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 500 | $27.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 521 | $28.0K | 0.04% | −4,523−89.7% | Reduced |
| Fifth Third Bancorp | 520 | $28.0K | 0.00% | +114+28.1% | Added |
| Newbridge Financial Services Group, Inc. | 522 | $28.0K | 0.01% | +343+191.6% | Added |
| Sutton Wealth Advisors Inc. | 527 | $28.3K | 0.01% | +23+4.6% | Added |
| HC Financial Advisors Inc | 531 | $29.0K | 0.02% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 545 | $29.0K | 0.01% | +545 | New |
| HHM Wealth Advisors, LLC | 561 | $30.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 555 | $30.0K | 0.01% | +70+14.4% | Added |
| First Command Bank | 666 | $31.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 576 | $31.0K | 0.01% | +576 | New |
| Essex Investment Management Co LLC | 593 | $32.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 615 | $33.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 624 | $34.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 625 | $34.0K | 0.02% | +625 | New |
| First PREMIER Bank | 650 | $35.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 661 | $35.0K | 0.01% | +3+0.5% | Added |
| Fortitude Advisory Group L.L.C. | 645 | $35.0K | 0.02% | +645 | New |
| Halpern Financial, Inc. | 658 | $35.3K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 698 | $37.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 696 | $37.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 705 | $38.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 709 | $38.1K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 761 | $41.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 800 | $43.0K | 0.06% | +800 | New |
| First Community Trust NA | 802 | $43.1K | 0.04% | +802 | New |
| Pflug Koory, LLC | 814 | $44.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 813 | $44.0K | 0.03% | +750+1,190.5% | Added |
| Tobam | 835 | $45.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 914 | $49.0K | 0.01% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 905 | $49.0K | 0.05% | +905 | New |
| Motco | 969 | $52.0K | 0.00% | −206−17.5% | Reduced |
| Sandy Cove Advisors, LLC | 1,000 | $54.0K | 0.05% | +1,000 | New |
| Asset Dedication, LLC | 1,041 | $56.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,082 | $58.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,075 | $58.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,085 | $58.0K | 0.01% | +419+62.9% | Added |
| NEXT Financial Group, Inc | 1,120 | $60.0K | 0.00% | −304−21.3% | Reduced |
| Lenox Wealth Advisors, LLC | 1,116 | $60.0K | 0.01% | +6+0.5% | Added |
| Carolinas Wealth Consulting LLC | 1,167 | $63.0K | 0.01% | −55−4.5% | Reduced |
| Birch Capital Management, LLC | 1,169 | $63.0K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,209 | $65.0K | 0.03% | +7+0.6% | Added |