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 |
|---|---|---|---|---|---|
| Capital CS Group, LLC | 6,673 | $358.0K | 0.28% | 00.0% | Unchanged |
| 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 |
| First Republic Investment Management, Inc. | 6,596 | $354.0K | 0.00% | −73−1.1% | Reduced |
| Eagle Ridge Investment Management | 6,580 | $353.0K | 0.04% | −121−1.8% | Reduced |
| Sustainable Insight Capital Management, LLC | 6,523 | $350.0K | 0.19% | +6,523 | New |
| 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 |
| Johnson Investment Counsel Inc | 6,424 | $345.0K | 0.00% | −613−8.7% | Reduced |
| Charter Trust Co | 6,373 | $342.0K | 0.03% | +321+5.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,350 | $341.0K | 0.02% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 6,250 | $336.0K | 0.07% | 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 |
| Argent Trust Co | 6,175 | $332.0K | 0.02% | 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 |
| Anchor Investment Management, LLC | 6,096 | $327.3K | 0.04% | 00.0% | Unchanged |
| 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 |
| Stratos Wealth Partners, LTD. | 6,078 | $326.0K | 0.01% | −1,881−23.6% | Reduced |
| Csenge Advisory Group | 6,985 | $325.0K | 0.03% | −11,775−62.8% | Reduced |
| Bigelow Investment Advisors, LLC | 6,014 | $323.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| Veritable, L.P. | 5,945 | $319.0K | 0.00% | +35+0.6% | Added |
| 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 |
| 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 |
| Joel Isaacson & Co., LLC | 5,758 | $309.0K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 5,698 | $306.0K | 0.00% | +122+2.2% | Added |
| Private Trust Co NA | 5,680 | $305.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Meridian Wealth Partners, LLC | 5,618 | $301.0K | 0.06% | +3,939+234.6% | Added |
| Blair William & Co | 5,550 | $298.0K | 0.00% | −104−1.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $297.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| StoneX Group Inc. | 5,422 | $291.1K | 0.03% | −1,320−19.6% | Reduced |
| Marshall Wace, LLP | 5,415 | $291.0K | 0.00% | −9,236−63.0% | Reduced |
| Insight 2811, Inc. | 5,394 | $290.0K | 0.16% | +797+17.3% | Added |
| Glenview Trust Co | 5,392 | $289.0K | 0.01% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 5,355 | $288.0K | 0.01% | −34−0.6% | Reduced |
| Castleview Partners, LLC | 15,301 | $285.0K | 0.00% | +15,301 | New |
| Colony Group LLC | 5,253 | $282.0K | 0.00% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 5,257 | $282.0K | 0.16% | +4+0.1% | Added |
| Pegasus Partners Ltd. | 5,178 | $278.0K | 0.05% | −3,382−39.5% | Reduced |
| Cigna Investments Inc | 5,187 | $278.0K | 0.02% | −1,650−24.1% | Reduced |
| Centaurus Financial, Inc. | 5,166 | $277.0K | 0.02% | +20.0% | Added |
| Reilly Financial Advisors, LLC | 5,115 | $275.0K | 0.02% | +5,115 | New |
| First Citizens Bank & Trust Co | 5,100 | $274.0K | 0.01% | +361+7.6% | Added |
| Paloma Partners Management Co | 5,100 | $274.0K | 0.01% | +5,100 | New |
| Ironwood Investment Counsel, LLC | 5,100 | $273.0K | 0.06% | 00.0% | Unchanged |
| Accel Wealth Management | 5,018 | $269.0K | 0.13% | −790−13.6% | Reduced |
| Ci Investments Inc. | 5,015 | $269.0K | 0.00% | −683−12.0% | Reduced |
| Nations Financial Group Inc, | 5,005 | $269.0K | 0.04% | 00.0% | Unchanged |
| Bluestein R H & Co | 5,000 | $268.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,000 | $268.0K | 0.02% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 4,980 | $267.0K | 0.03% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 4,938 | $265.0K | 0.01% | +13+0.3% | Added |
| Ellis Investment Partners, LLC | 4,950 | $265.0K | 0.06% | +385+8.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,900 | $263.0K | 0.02% | −4,900−50.0% | Reduced |
| Advisors Asset Management, Inc. | 4,883 | $262.2K | 0.00% | +2,192+81.5% | Added |
| Wesbanco Bank Inc | 4,857 | $261.0K | 0.01% | 00.0% | Unchanged |
| Advisor Partners LLC | 4,852 | $261.0K | 0.02% | +56+1.2% | Added |
| Hartline Investment Corp | 4,670 | $251.0K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,614 | $248.0K | 0.02% | +4,614 | New |
| Howland Capital Management LLC | 4,595 | $247.0K | 0.01% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 4,460 | $239.0K | 0.01% | −550−11.0% | Reduced |
| Headinvest, LLC | 4,350 | $234.0K | 0.04% | 00.0% | Unchanged |
| 6 Meridian | 4,313 | $232.0K | 0.02% | +4,313 | New |
| Money Concepts Capital Corp | 4,303 | $231.0K | 0.02% | +4,303 | New |
| First Midwest Bank Trust Division | 4,300 | $231.0K | 0.03% | +4,300 | New |
| Clark Capital Management Group, Inc. | 4,254 | $228.0K | 0.00% | +4,254 | New |
| Bridgefront Capital, LLC | 4,228 | $227.0K | 0.22% | +4,228 | New |
| Lountzis Asset Management, LLC | 4,191 | $225.0K | 0.13% | 00.0% | Unchanged |
| Madden Securities Corp | 4,167 | $224.0K | 0.10% | −4,900−54.0% | Reduced |
| Independent Investors Inc | 4,166 | $224.0K | 0.05% | +4,166 | New |
| Wellington Shields Capital Management, LLC | 4,166 | $224.0K | 0.03% | +4,166 | New |
| American Portfolios Advisors | 4,158 | $223.2K | 0.01% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 4,149 | $223.0K | 0.01% | +4,149 | New |
| Main Street Financial Solutions, LLC | 4,149 | $223.0K | 0.03% | +4,149 | New |
| Wade G W & Inc | 4,137 | $222.0K | 0.01% | +4,137 | New |
| Ethic Inc. | 4,124 | $221.0K | 0.02% | −2,661−39.2% | Reduced |
| Kestra Private Wealth Services, LLC | 4,104 | $220.0K | 0.01% | +4,104 | New |
| Toroso Investments, LLC | 4,075 | $219.0K | 0.01% | +4,075 | New |
| RSM US Wealth Management LLC | 4,015 | $216.0K | 0.01% | +4,015 | New |
| Tokio Marine Asset Management Co Ltd | 3,975 | $213.0K | 0.02% | +3,975 | New |
| Stillwater Capital Advisors, LLC | 3,957 | $212.0K | 0.03% | +3,957 | New |
| Wealthspire Advisors, LLC | 3,924 | $211.0K | 0.00% | +3,924 | New |
| Calton & Associates, Inc. | 3,849 | $206.0K | 0.05% | +3,849 | New |
| Park National Corp | 3,822 | $205.0K | 0.01% | +3,822 | New |
| Gratus Capital LLC | 3,750 | $201.0K | 0.02% | +3,750 | New |
| Blue Bell Private Wealth Management, LLC | 3,710 | $199.0K | 0.05% | +3,710 | New |
| Bessemer Group Inc | 3,508 | $188.0K | 0.00% | +83+2.4% | Added |
| Truvestments Capital LLC | 3,469 | $186.0K | 0.09% | +17+0.5% | Added |
| Tompkins Financial Corp | 3,419 | $184.0K | 0.03% | 00.0% | Unchanged |