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 |
|---|---|---|---|---|---|
| Brown Miller Wealth Management, LLC | 5,257 | $282.0K | 0.16% | +4+0.1% | Added |
| Castleview Partners, LLC | 15,301 | $285.0K | 0.00% | +15,301 | New |
| Ziegler Capital Management, LLC | 5,355 | $288.0K | 0.01% | −34−0.6% | Reduced |
| Glenview Trust Co | 5,392 | $289.0K | 0.01% | 00.0% | Unchanged |
| Insight 2811, Inc. | 5,394 | $290.0K | 0.16% | +797+17.3% | Added |
| Marshall Wace, LLP | 5,415 | $291.0K | 0.00% | −9,236−63.0% | Reduced |
| StoneX Group Inc. | 5,422 | $291.1K | 0.03% | −1,320−19.6% | Reduced |
| Planning Directions Inc | 5,516 | $296.0K | 0.20% | +179+3.4% | Added |
| Martingale Asset Management L P | 5,500 | $296.0K | 0.00% | +5,500 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $297.0K | 0.08% | 00.0% | Unchanged |
| Blair William & Co | 5,550 | $298.0K | 0.00% | −104−1.8% | Reduced |
| Meridian Wealth Partners, LLC | 5,618 | $301.0K | 0.06% | +3,939+234.6% | Added |
| Univest Financial Corp | 5,636 | $303.0K | 0.08% | 00.0% | Unchanged |
| Kings Point Capital Management | 5,646 | $303.0K | 0.02% | +379+7.2% | Added |
| Private Trust Co NA | 5,680 | $305.0K | 0.04% | 00.0% | Unchanged |
| Davenport & Co LLC | 5,698 | $306.0K | 0.00% | +122+2.2% | Added |
| Joel Isaacson & Co., LLC | 5,758 | $309.0K | 0.02% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 5,850 | $314.0K | 0.02% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 5,843 | $314.0K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,926 | $318.0K | 0.03% | −1,023−14.7% | Reduced |
| Charter Research & Investment Group, Inc. | 5,930 | $318.0K | 0.25% | 00.0% | Unchanged |
| Veritable, L.P. | 5,945 | $319.0K | 0.00% | +35+0.6% | Added |
| Murphy Capital Management Inc | 6,007 | $322.0K | 0.03% | −235−3.8% | Reduced |
| Prelude Capital Management, LLC | 6,003 | $322.0K | 0.02% | +6,003 | New |
| Bigelow Investment Advisors, LLC | 6,014 | $323.0K | 0.15% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,985 | $325.0K | 0.03% | −11,775−62.8% | Reduced |
| Stratos Wealth Partners, LTD. | 6,078 | $326.0K | 0.01% | −1,881−23.6% | Reduced |
| CAPROCK Group, Inc. | 6,089 | $327.0K | 0.03% | −94−1.5% | Reduced |
| Conestoga Capital Advisors, LLC | 6,087 | $327.0K | 0.00% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 6,085 | $327.0K | 0.02% | +6,085 | New |
| Anchor Investment Management, LLC | 6,096 | $327.3K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,126 | $328.0K | 0.01% | +20.0% | Added |
| Aveo Capital Partners, LLC | 6,101 | $328.0K | 0.06% | +1,748+40.2% | Added |
| Argent Trust Co | 6,175 | $332.0K | 0.02% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 6,232 | $335.0K | 0.01% | −68−1.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 6,234 | $335.0K | 0.29% | +6,234 | New |
| MidWestOne Financial Group, Inc. | 6,250 | $336.0K | 0.07% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 6,350 | $341.0K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 6,373 | $342.0K | 0.03% | +321+5.3% | Added |
| Johnson Investment Counsel Inc | 6,424 | $345.0K | 0.00% | −613−8.7% | Reduced |
| Advisors Capital Management, LLC | 6,498 | $349.0K | 0.01% | +15+0.2% | Added |
| Charter Oak Capital Management, LLC | 6,506 | $349.0K | 0.04% | +33+0.5% | Added |
| Sustainable Insight Capital Management, LLC | 6,523 | $350.0K | 0.19% | +6,523 | New |
| Eagle Ridge Investment Management | 6,580 | $353.0K | 0.04% | −121−1.8% | Reduced |
| First Republic Investment Management, Inc. | 6,596 | $354.0K | 0.00% | −73−1.1% | Reduced |
| Providence Wealth Advisors, LLC | 6,835 | $355.0K | 0.22% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 6,610 | $355.0K | 0.02% | +170+2.6% | Added |
| Capital CS Group, LLC | 6,673 | $358.0K | 0.28% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 6,778 | $364.0K | 0.00% | +6,778 | New |
| Kingsview Wealth Management, LLC | 6,820 | $366.0K | 0.02% | +6,820 | New |
| Captrust Financial Advisors | 6,875 | $369.0K | 0.00% | +257+3.9% | Added |
| Jupiter Asset Management Ltd | 6,992 | $374.0K | 0.00% | +1,495+27.2% | Added |
| Segall Bryant & Hamill, LLC | 6,966 | $375.0K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,988 | $375.0K | 0.01% | +6,988 | New |
| Leonteq Securities AG | 6,993 | $375.5K | 0.02% | −1,250−15.2% | Reduced |
| BBR Partners, LLC | 7,141 | $383.0K | 0.04% | −2,843−28.5% | Reduced |
| Wealthfront Advisers LLC | 7,182 | $386.0K | 0.00% | +7,182 | New |
| Affiance Financial, LLC | 7,252 | $389.0K | 0.16% | −532−6.8% | Reduced |
| Wetherby Asset Management Inc | 7,277 | $391.0K | 0.02% | −457−5.9% | Reduced |
| Coho Partners, Ltd. | 7,340 | $394.0K | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 7,367 | $395.0K | 0.02% | −20.0% | Reduced |
| Northstar Asset Management LLC | 7,385 | $396.0K | 0.09% | −100−1.3% | Reduced |
| Krane Funds Advisors LLC | 7,413 | $398.0K | 0.01% | −936−11.2% | Reduced |
| Kingfisher Capital LLC | 7,477 | $401.0K | 0.09% | −32−0.4% | Reduced |
| Commerce Bank | 7,495 | $402.0K | 0.00% | +404+5.7% | Added |
| Dearborn Partners LLC | 7,487 | $402.0K | 0.01% | +2,509+50.4% | Added |
| First Affirmative Financial Network | 7,575 | $407.0K | 0.37% | −390−4.9% | Reduced |
| Wealth Effects LLC | 7,582 | $407.0K | 0.17% | +7,582 | New |
| Northwestern Mutual Wealth Management Co | 7,635 | $410.0K | 0.00% | +482+6.7% | Added |
| Raymond James Trust N.A. | 7,737 | $416.0K | 0.01% | −1,857−19.4% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 7,774 | $417.0K | 0.13% | 00.0% | Unchanged |
| Natixis Investment Managers International | 7,804 | $418.0K | 0.02% | −2,335−23.0% | Reduced |
| Gotham Asset Management, LLC | 7,793 | $418.0K | 0.01% | −1,936−19.9% | Reduced |
| NewSquare Capital LLC | 7,810 | $419.0K | 0.04% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 7,925 | $425.0K | 0.01% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 8,000 | $430.0K | 0.00% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 8,080 | $434.0K | 0.05% | +4,000+98.0% | Added |
| Stratos Wealth Advisors, LLC | 8,120 | $436.0K | 0.03% | −76−0.9% | Reduced |
| HBK Sorce Advisory LLC | 8,121 | $436.0K | 0.02% | +39+0.5% | Added |
| Gamble Jones Investment Counsel | 8,168 | $439.0K | 0.03% | 00.0% | Unchanged |
| Girard Partners Ltd. | 8,259 | $443.0K | 0.05% | +7+0.1% | Added |
| Boothbay Fund Management, LLC | 8,259 | $443.0K | 0.01% | +8,259 | New |
| Apollon Wealth Management, LLC | 8,291 | $445.0K | 0.04% | +3,041+57.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,385 | $448.0K | 0.01% | +8,385 | New |
| Foundations Investment Advisors, LLC | 9,096 | $461.0K | 0.02% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 8,711 | $468.0K | 0.02% | +2,045+30.7% | Added |
| Fort Washington Investment Advisors Inc | 8,769 | $471.0K | 0.00% | −1,000−10.2% | Reduced |
| Avantax Advisory Services, Inc. | 8,794 | $472.0K | 0.01% | −275−3.0% | Reduced |
| HB Wealth Management, LLC | 8,884 | $477.0K | 0.01% | +8,884 | New |
| Levy Wealth Management Group, LLC | 9,038 | $485.0K | 0.22% | −209−2.3% | Reduced |
| Marcum Wealth, LLC | 9,072 | $487.0K | 0.07% | −13−0.1% | Reduced |
| Blossom Wealth Management | 9,085 | $488.0K | 2.40% | +660+7.8% | Added |
| RTD Financial Advisors, Inc. | 9,103 | $488.0K | 0.06% | +9,103 | New |
| Tower Wealth Partners, Inc. | 9,114 | $489.0K | 0.50% | −623−6.4% | Reduced |
| Humankind Investments LLC | 9,520 | $511.0K | 0.21% | +1,099+13.1% | Added |
| Pinnacle Associates Ltd | 9,562 | $513.0K | 0.01% | −600−5.9% | Reduced |
| Central Trust Co | 9,589 | $514.0K | 0.01% | −714−6.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 9,619 | $516.0K | 0.00% | +97+1.0% | Added |
| Barrett Asset Management, LLC | 9,674 | $519.0K | 0.02% | +1,250+14.8% | Added |
| Diversified, LLC | 9,690 | $520.0K | 0.22% | +7+0.1% | Added |