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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 14,438 | $775.0K | 0.23% | −593−3.9% | Reduced |
| Resurgent Financial Advisors LLC | 14,413 | $774.0K | 0.64% | +14,413 | New |
| Key Financial Inc | 14,319 | $769.0K | 0.39% | 00.0% | Unchanged |
| Welch & Forbes LLC | 14,187 | $762.0K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 14,015 | $752.0K | 0.36% | +455+3.4% | Added |
| Manchester Capital Management LLC | 13,833 | $743.0K | 0.10% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 13,812 | $742.0K | 0.01% | +100+0.7% | Added |
| Rowland & Co Investment Counsel | 18,582 | $738.1K | 0.17% | +18,582 | New |
| Inverness Counsel LLC | 13,475 | $723.0K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 13,377 | $718.0K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,273 | $713.0K | 0.01% | +13,273 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 13,266 | $712.0K | 0.31% | 00.0% | Unchanged |
| Community Bank, N.A. | 13,229 | $710.0K | 0.08% | +1,030+8.4% | Added |
| Allianz Asset Management GmbH | 12,883 | $692.0K | 0.00% | 00.0% | Unchanged |
| Nordea Investment Management AB | 12,758 | $684.0K | 0.00% | +3,714+41.1% | Added |
| Banque Cantonale Vaudoise | 12,570 | $675.0K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 12,563 | $675.0K | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 12,340 | $663.0K | 0.11% | −200−1.6% | Reduced |
| Huntington National Bank | 12,057 | $647.0K | 0.01% | +2,252+23.0% | 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 |
| Exchange Traded Concepts, LLC | 11,721 | $629.0K | 0.01% | +213+1.9% | Added |
| O'Shares Investment Advisers, LLC | 11,624 | $624.0K | 0.04% | +264+2.3% | Added |
| Vestcor Inc | 11,571 | $621.0K | 0.02% | +279+2.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,458 | $615.0K | 0.15% | +11,458 | New |
| Aigen Investment Management, LP | 12,059 | $613.0K | 0.04% | +6,936+135.4% | Added |
| Phoenix Holdings Ltd. | 11,451 | $611.0K | 0.01% | −807−6.6% | Reduced |
| 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 |
| Aaron Wealth Advisors | 11,233 | $603.0K | 0.17% | +405+3.7% | Added |
| ExodusPoint Capital Management, LP | 10,961 | $588.0K | 0.01% | −49,562−81.9% | Reduced |
| Sigma Planning Corp | 10,846 | $582.0K | 0.02% | −441−3.9% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 10,802 | $580.0K | 0.19% | +10,802 | New |
| TrinityPoint Wealth, LLC | 10,767 | $578.0K | 0.10% | +10.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $574.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 10,418 | $559.0K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 10,395 | $558.0K | 0.04% | +10,395 | New |
| CIBC Asset Management Inc | 10,324 | $554.0K | 0.00% | +333+3.3% | Added |
| EagleClaw Capital Managment, LLC | 10,239 | $550.0K | 0.12% | 00.0% | Unchanged |
| American Century Companies Inc | 10,172 | $546.0K | 0.00% | +1,762+21.0% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $537.0K | 0.23% | 00.0% | Unchanged |
| Keybank National Association | 9,942 | $534.0K | 0.00% | −1,030−9.4% | Reduced |
| J.W. Cole Advisors, Inc. | 9,934 | $533.0K | 0.03% | +11+0.1% | Added |
| Ferguson Wellman Capital Management, Inc | 9,872 | $530.0K | 0.02% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 9,831 | $528.0K | 0.02% | +4,068+70.6% | Added |
| 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 |
| Blume Capital Management, Inc. | 9,700 | $521.0K | 0.17% | 00.0% | Unchanged |
| Diversified, LLC | 9,690 | $520.0K | 0.22% | +7+0.1% | Added |
| Barrett Asset Management, LLC | 9,674 | $519.0K | 0.02% | +1,250+14.8% | Added |
| Robeco Institutional Asset Management B.V. | 9,619 | $516.0K | 0.00% | +97+1.0% | Added |
| Central Trust Co | 9,589 | $514.0K | 0.01% | −714−6.9% | Reduced |
| Pinnacle Associates Ltd | 9,562 | $513.0K | 0.01% | −600−5.9% | Reduced |
| Humankind Investments LLC | 9,520 | $511.0K | 0.21% | +1,099+13.1% | Added |
| Tower Wealth Partners, Inc. | 9,114 | $489.0K | 0.50% | −623−6.4% | 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 |
| Marcum Wealth, LLC | 9,072 | $487.0K | 0.07% | −13−0.1% | Reduced |
| Levy Wealth Management Group, LLC | 9,038 | $485.0K | 0.22% | −209−2.3% | Reduced |
| HB Wealth Management, LLC | 8,884 | $477.0K | 0.01% | +8,884 | New |
| Avantax Advisory Services, Inc. | 8,794 | $472.0K | 0.01% | −275−3.0% | Reduced |
| Fort Washington Investment Advisors Inc | 8,769 | $471.0K | 0.00% | −1,000−10.2% | Reduced |
| Birch Hill Investment Advisors LLC | 8,711 | $468.0K | 0.02% | +2,045+30.7% | Added |
| Foundations Investment Advisors, LLC | 9,096 | $461.0K | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 8,385 | $448.0K | 0.01% | +8,385 | New |
| Apollon Wealth Management, LLC | 8,291 | $445.0K | 0.04% | +3,041+57.9% | Added |
| 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 |
| Gamble Jones Investment Counsel | 8,168 | $439.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Asahi Life Asset Management Co., Ltd. | 8,080 | $434.0K | 0.05% | +4,000+98.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 8,000 | $430.0K | 0.00% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 7,925 | $425.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 7,810 | $419.0K | 0.04% | 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 |
| Lehman & Derafelo Financial Resources LLC | 7,774 | $417.0K | 0.13% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 7,737 | $416.0K | 0.01% | −1,857−19.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,635 | $410.0K | 0.00% | +482+6.7% | 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 |
| 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 |
| Kingfisher Capital LLC | 7,477 | $401.0K | 0.09% | −32−0.4% | Reduced |
| Krane Funds Advisors LLC | 7,413 | $398.0K | 0.01% | −936−11.2% | Reduced |
| Northstar Asset Management LLC | 7,385 | $396.0K | 0.09% | −100−1.3% | Reduced |
| Fulton Bank, N.A. | 7,367 | $395.0K | 0.02% | −20.0% | Reduced |
| Coho Partners, Ltd. | 7,340 | $394.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,277 | $391.0K | 0.02% | −457−5.9% | Reduced |
| Affiance Financial, LLC | 7,252 | $389.0K | 0.16% | −532−6.8% | Reduced |
| Wealthfront Advisers LLC | 7,182 | $386.0K | 0.00% | +7,182 | New |
| BBR Partners, LLC | 7,141 | $383.0K | 0.04% | −2,843−28.5% | Reduced |
| Leonteq Securities AG | 6,993 | $375.5K | 0.02% | −1,250−15.2% | Reduced |
| 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 |
| Jupiter Asset Management Ltd | 6,992 | $374.0K | 0.00% | +1,495+27.2% | Added |
| Captrust Financial Advisors | 6,875 | $369.0K | 0.00% | +257+3.9% | Added |
| Kingsview Wealth Management, LLC | 6,820 | $366.0K | 0.02% | +6,820 | New |
| Banque Pictet & Cie SA | 6,778 | $364.0K | 0.00% | +6,778 | New |