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 |
|---|---|---|---|---|---|
| Blume Capital Management, Inc. | 9,700 | $521.0K | 0.17% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 9,772 | $523.0K | 0.03% | −263−2.6% | Reduced |
| SeaCrest Wealth Management, LLC | 9,747 | $523.0K | 0.06% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 9,831 | $528.0K | 0.02% | +4,068+70.6% | Added |
| Ferguson Wellman Capital Management, Inc | 9,872 | $530.0K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 9,934 | $533.0K | 0.03% | +11+0.1% | Added |
| Keybank National Association | 9,942 | $534.0K | 0.00% | −1,030−9.4% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $537.0K | 0.23% | 00.0% | Unchanged |
| American Century Companies Inc | 10,172 | $546.0K | 0.00% | +1,762+21.0% | Added |
| EagleClaw Capital Managment, LLC | 10,239 | $550.0K | 0.12% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10,324 | $554.0K | 0.00% | +333+3.3% | Added |
| Axxcess Wealth Management, LLC | 10,395 | $558.0K | 0.04% | +10,395 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 10,418 | $559.0K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $574.0K | 0.00% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 10,767 | $578.0K | 0.10% | +10.0% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 10,802 | $580.0K | 0.19% | +10,802 | New |
| Sigma Planning Corp | 10,846 | $582.0K | 0.02% | −441−3.9% | Reduced |
| ExodusPoint Capital Management, LP | 10,961 | $588.0K | 0.01% | −49,562−81.9% | Reduced |
| Aaron Wealth Advisors | 11,233 | $603.0K | 0.17% | +405+3.7% | Added |
| Tower Research Capital LLC (TRC) | 11,266 | $605.0K | 0.01% | +5,744+104.0% | Added |
| Teza Capital Management LLC | 11,266 | $605.0K | 0.16% | +11,266 | New |
| Phoenix Holdings Ltd. | 11,451 | $611.0K | 0.01% | −807−6.6% | Reduced |
| Aigen Investment Management, LP | 12,059 | $613.0K | 0.04% | +6,936+135.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,458 | $615.0K | 0.15% | +11,458 | New |
| Vestcor Inc | 11,571 | $621.0K | 0.02% | +279+2.5% | Added |
| O'Shares Investment Advisers, LLC | 11,624 | $624.0K | 0.04% | +264+2.3% | Added |
| Exchange Traded Concepts, LLC | 11,721 | $629.0K | 0.01% | +213+1.9% | Added |
| Shelton Capital Management | 11,853 | $636.0K | 0.02% | −723−5.7% | Reduced |
| Youngs Advisory Group, Inc. | 11,853 | $636.0K | 0.40% | 00.0% | Unchanged |
| Huntington National Bank | 12,057 | $647.0K | 0.01% | +2,252+23.0% | Added |
| Institute for Wealth Management, LLC. | 12,340 | $663.0K | 0.11% | −200−1.6% | Reduced |
| Banque Cantonale Vaudoise | 12,570 | $675.0K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 12,563 | $675.0K | 0.04% | 00.0% | Unchanged |
| Nordea Investment Management AB | 12,758 | $684.0K | 0.00% | +3,714+41.1% | Added |
| Allianz Asset Management GmbH | 12,883 | $692.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 13,229 | $710.0K | 0.08% | +1,030+8.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 13,266 | $712.0K | 0.31% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,273 | $713.0K | 0.01% | +13,273 | New |
| Moors & Cabot, Inc. | 13,377 | $718.0K | 0.04% | 00.0% | Unchanged |
| Inverness Counsel LLC | 13,475 | $723.0K | 0.03% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 18,582 | $738.1K | 0.17% | +18,582 | New |
| Oppenheimer & Co Inc | 13,812 | $742.0K | 0.01% | +100+0.7% | Added |
| Manchester Capital Management LLC | 13,833 | $743.0K | 0.10% | 00.0% | Unchanged |
| First Pacific Financial | 14,015 | $752.0K | 0.36% | +455+3.4% | Added |
| Welch & Forbes LLC | 14,187 | $762.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 14,319 | $769.0K | 0.39% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 14,413 | $774.0K | 0.64% | +14,413 | New |
| Mitchell Sinkler & Starr | 14,438 | $775.0K | 0.23% | −593−3.9% | Reduced |
| Kestra Advisory Services, LLC | 14,458 | $776.0K | 0.01% | −648−4.3% | Reduced |
| United Capital Financial Advisers, LLC | 14,548 | $781.0K | 0.00% | −560−3.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,557 | $781.0K | 0.02% | −44−0.3% | Reduced |
| Belpointe Asset Management LLC | 14,572 | $783.0K | 0.05% | +242+1.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,810 | $795.0K | 0.00% | +1,444+10.8% | Added |
| Advisory Services Network, LLC | 14,889 | $799.0K | 0.02% | −601−3.9% | Reduced |
| Qube Research & Technologies Ltd | 14,947 | $803.0K | 0.01% | +14,947 | New |
| Whittier Trust Co of Nevada Inc | 14,995 | $804.0K | 0.03% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 14,968 | $804.0K | 0.10% | +101+0.7% | Added |
| Sonen Capital LLC | 15,002 | $805.0K | 0.78% | +15,002 | New |
| Bridgewater Associates, LP | 15,107 | $811.0K | 0.00% | +15,107 | New |
| SG Americas Securities, LLC | 15,230 | $818.0K | 0.01% | −60,348−79.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 16,990 | $820.0K | 0.52% | +16,990 | New |
| Sciencast Management LP | 15,759 | $840.0K | 0.15% | +15,759 | New |
| Clean Yield Group | 15,726 | $844.0K | 0.28% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 15,951 | $856.0K | 0.02% | −1,360−7.9% | Reduced |
| JustInvest LLC | 15,984 | $858.0K | 0.05% | +4,938+44.7% | Added |
| Rockland Trust Co | 16,047 | $862.0K | 0.05% | −2,433−13.2% | Reduced |
| Philadelphia Trust Co | 16,195 | $870.0K | 0.06% | +50+0.3% | Added |
| O'Brien Greene & Co. Inc | 16,214 | $871.0K | 0.29% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 16,663 | $895.0K | 0.02% | −1,572−8.6% | Reduced |
| Cordasco Financial Network | 16,853 | $905.0K | 0.57% | −218−1.3% | Reduced |
| Maryland State Retirement & Pension System | 17,068 | $916.0K | 0.02% | 00.0% | Unchanged |
| First Hawaiian Bank | 17,115 | $919.0K | 0.03% | +17,115 | New |
| Elo Mutual Pension Insurance Co | 17,355 | $932.0K | 0.03% | +814+4.9% | Added |
| Loudon Investment Management, LLC | 17,463 | $938.0K | 0.60% | 00.0% | Unchanged |
| Westpac Banking Corp | 17,600 | $944.9K | 0.01% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 17,695 | $950.0K | 0.36% | −150−0.8% | Reduced |
| Eaton Vance Management | 17,689 | $950.0K | 0.00% | +145+0.8% | Added |
| Costello Asset Management, INC | 17,716 | $951.0K | 0.58% | +200+1.1% | Added |
| Smithfield Trust Co | 17,901 | $961.0K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 18,514 | $994.0K | 0.03% | +185+1.0% | Added |
| Allspring Global Investments Holdings, LLC | 18,898 | $1.01M | 0.00% | +18,898 | New |
| Standard Life Aberdeen plc | 18,977 | $1.02M | 0.00% | −4,981−20.8% | Reduced |
| Shell Asset Management Co | 19,034 | $1.02M | 0.02% | −1,956−9.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 19,145 | $1.03M | 0.14% | 00.0% | Unchanged |
| Prudential PLC | 19,221 | $1.03M | 0.01% | −534−2.7% | Reduced |
| Swiss Life Asset Management Ltd | 19,300 | $1.04M | 0.01% | +13,069+209.7% | Added |
| Daiwa Securities Group Inc. | 19,663 | $1.06M | 0.01% | +500+2.6% | Added |
| Fiduciary Trust Co | 19,861 | $1.07M | 0.02% | −325−1.6% | Reduced |
| Miller Howard Investments Inc | 20,035 | $1.08M | 0.04% | −529−2.6% | Reduced |
| Tower Bridge Advisors | 20,096 | $1.08M | 0.07% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20,139 | $1.08M | 0.28% | +1,464+7.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,457 | $1.09M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 20,394 | $1.09M | 0.00% | +8,567+72.4% | Added |
| Securian Asset Management, Inc | 20,599 | $1.11M | 0.02% | +543+2.7% | Added |
| Prudential Financial Inc | 23,318 | $1.11M | 0.00% | −3,824−14.1% | Reduced |
| Bernardo Wealth Planning LLC | 20,893 | $1.12M | 0.55% | +10.0% | Added |
| Natixis Advisors, L.P. | 20,916 | $1.12M | 0.00% | −1,215−5.5% | Reduced |
| Hoylecohen, LLC | 21,085 | $1.13M | 0.09% | −700−3.2% | Reduced |
| Ingalls & Snyder LLC | 21,144 | $1.14M | 0.05% | −50−0.2% | Reduced |
| TD Asset Management Inc | 21,345 | $1.15M | 0.00% | −2,127−9.1% | Reduced |