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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, 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.

Institutional holdersQ4 2021: 648 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 heldQ4 2021: $9.44B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q3 2021.

Institutions holding WTRG in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
IndexIQ Advisors LLC1,208$65.0K0.00%+302+33.3%Added
CWM, LLC1,205$65.0K0.00%+1,205New
Masso Torrence Wealth Management Inc.1,231$66.0K0.05%+1,231New
Peoples Financial Services Corp.1,250$67.0K0.03%00.0%Unchanged
Sound Income Strategies, LLC1,243$67.0K0.01%+2+0.2%Added
Thompson Siegel & Walmsley LLC1,294$69.0K0.00%00.0%Unchanged
Vigilant Capital Management, LLC1,363$73.0K0.01%00.0%Unchanged
Old Second National Bank of Aurora1,600$74.0K0.02%00.0%Unchanged
Endurance Wealth Management, Inc.1,500$81.0K0.01%00.0%Unchanged
Atlantic Trust, LLC1,500$81.0K0.05%00.0%Unchanged
Private Capital Group, LLC1,530$82.0K0.02%−430−21.9%Reduced
Jackson, Grant Investment Advisers, Inc.1,695$91.0K0.05%00.0%Unchanged
Harbour Investments, Inc.1,715$92.0K0.01%−3,321−65.9%Reduced
Parallel Advisors, LLC1,752$94.0K0.00%−320−15.4%Reduced
Baystate Wealth Management LLC1,755$94.0K0.01%+6+0.3%Added
Tradewinds Capital Management, LLC1,816$98.0K0.02%+10+0.6%Added
Signaturefd, LLC1,850$99.0K0.00%−60−3.1%Reduced
Allworth Financial LP1,842$99.0K0.00%+272+17.3%Added
Trust Co of Vermont1,875$101.0K0.01%+1,875New
Rosenberg Matthew Hamilton1,900$102.0K0.04%00.0%Unchanged
Schroder Investment Management Group2,023$109.0K0.00%−5,761−74.0%Reduced
CoreCap Advisors, LLC2,197$118.0K0.01%+2,197New
Quadrant Capital Group LLC2,266$122.0K0.01%+657+40.8%Added
Carroll Financial Associates, Inc.2,355$123.0K0.01%00.0%Unchanged
Clearstead Advisors, LLC2,290$123.0K0.01%+13+0.6%Added
Widmann Financial Services, Inc.2,310$124.0K0.10%+2,310New
Beaird Harris Wealth Management, LLC2,328$125.0K0.05%+2,328New
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,342$126.0K0.00%00.0%Unchanged
Citizens National Bank Trust Department2,450$132.0K0.05%+2,450New
Confluence Wealth Services, Inc.2,511$134.0K0.04%+2,511New
Hudock, Inc.2,691$144.0K0.04%00.0%Unchanged
TD Private Client Wealth LLC2,726$146.4K0.01%+12+0.4%Added
Federation des caisses Desjardins du Quebec2,728$146.4K0.00%+1,324+94.3%Added
Amplius Wealth Advisors, LLC2,779$149.0K0.02%+2,779New
GPS Wealth Strategies Group, LLC2,805$151.0K0.03%+6+0.2%Added
Hanson & Doremus Investment Management2,830$152.0K0.03%00.0%Unchanged
Washington Trust Co2,930$157.0K0.01%−400−12.0%Reduced
Fulcrum Asset Management LLP–$159.0K0.08%–New
Snowden Capital Advisors LLC3,026$162.0K0.01%+3,026New
Montag A & Associates Inc3,100$166.0K0.01%00.0%Unchanged
Howe & Rusling Inc3,120$168.0K0.02%00.0%Unchanged
Stonebridge Financial Planning Group, LLC3,573$170.0K0.09%+17+0.5%Added
Cornerstone Advisory, LLC3,196$172.0K0.02%+3,196New
Delta Asset Management LLC3,300$177.0K0.02%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.3,341$179.0K0.01%00.0%Unchanged
Kepos Capital LP3,346$180.0K0.02%+3,346New
Dividend Assets Capital, LLC3,364$181.0K0.03%00.0%Unchanged
Spire Wealth Management3,387$182.0K0.00%−3,187−48.5%Reduced
Tompkins Financial Corp3,419$184.0K0.03%00.0%Unchanged
Truvestments Capital LLC3,469$186.0K0.09%+17+0.5%Added
Bessemer Group Inc3,508$188.0K0.00%+83+2.4%Added
Blue Bell Private Wealth Management, LLC3,710$199.0K0.05%+3,710New
Gratus Capital LLC3,750$201.0K0.02%+3,750New
Park National Corp3,822$205.0K0.01%+3,822New
Calton & Associates, Inc.3,849$206.0K0.05%+3,849New
Wealthspire Advisors, LLC3,924$211.0K0.00%+3,924New
Stillwater Capital Advisors, LLC3,957$212.0K0.03%+3,957New
Tokio Marine Asset Management Co Ltd3,975$213.0K0.02%+3,975New
RSM US Wealth Management LLC4,015$216.0K0.01%+4,015New
Toroso Investments, LLC4,075$219.0K0.01%+4,075New
Kestra Private Wealth Services, LLC4,104$220.0K0.01%+4,104New
Ethic Inc.4,124$221.0K0.02%−2,661−39.2%Reduced
Wade G W & Inc4,137$222.0K0.01%+4,137New
Lombard Odier Asset Management (Switzerland) SA4,149$223.0K0.01%+4,149New
Main Street Financial Solutions, LLC4,149$223.0K0.03%+4,149New
American Portfolios Advisors4,158$223.2K0.01%00.0%Unchanged
Madden Securities Corp4,167$224.0K0.10%−4,900−54.0%Reduced
Independent Investors Inc4,166$224.0K0.05%+4,166New
Wellington Shields Capital Management, LLC4,166$224.0K0.03%+4,166New
Lountzis Asset Management, LLC4,191$225.0K0.13%00.0%Unchanged
Bridgefront Capital, LLC4,228$227.0K0.22%+4,228New
Clark Capital Management Group, Inc.4,254$228.0K0.00%+4,254New
Money Concepts Capital Corp4,303$231.0K0.02%+4,303New
First Midwest Bank Trust Division4,300$231.0K0.03%+4,300New
6 Meridian4,313$232.0K0.02%+4,313New
Headinvest, LLC4,350$234.0K0.04%00.0%Unchanged
Emerald Advisers, LLC4,460$239.0K0.01%−550−11.0%Reduced
Howland Capital Management LLC4,595$247.0K0.01%00.0%Unchanged
Jump Financial, LLC4,614$248.0K0.02%+4,614New
Hartline Investment Corp4,670$251.0K0.03%00.0%Unchanged
Wesbanco Bank Inc4,857$261.0K0.01%00.0%Unchanged
Advisor Partners LLC4,852$261.0K0.02%+56+1.2%Added
Advisors Asset Management, Inc.4,883$262.2K0.00%+2,192+81.5%Added
Livforsakringsbolaget Skandia, Omsesidigt4,900$263.0K0.02%−4,900−50.0%Reduced
Linscomb & Williams, Inc.4,938$265.0K0.01%+13+0.3%Added
Ellis Investment Partners, LLC4,950$265.0K0.06%+385+8.4%Added
Cape Cod Five Cents Savings Bank4,980$267.0K0.03%00.0%Unchanged
Bluestein R H & Co5,000$268.0K0.01%00.0%Unchanged
Johnson Financial Group, Inc.5,000$268.0K0.02%00.0%Unchanged
Accel Wealth Management5,018$269.0K0.13%−790−13.6%Reduced
Ci Investments Inc.5,015$269.0K0.00%−683−12.0%Reduced
Nations Financial Group Inc,5,005$269.0K0.04%00.0%Unchanged
Ironwood Investment Counsel, LLC5,100$273.0K0.06%00.0%Unchanged
First Citizens Bank & Trust Co5,100$274.0K0.01%+361+7.6%Added
Paloma Partners Management Co5,100$274.0K0.01%+5,100New
Reilly Financial Advisors, LLC5,115$275.0K0.02%+5,115New
Centaurus Financial, Inc.5,166$277.0K0.02%+20.0%Added
Pegasus Partners Ltd.5,178$278.0K0.05%−3,382−39.5%Reduced
Cigna Investments Inc5,187$278.0K0.02%−1,650−24.1%Reduced
Colony Group LLC5,253$282.0K0.00%00.0%Unchanged