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 |
|---|---|---|---|---|---|
| Disciplined Investments, LLC | 444 | $24.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 423 | $23.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 443 | $23.0K | 0.00% | +443 | New |
| Mascoma Wealth Management LLC | 402 | $22.0K | 0.01% | +1+0.2% | Added |
| Washington Trust Advisors, Inc. | 400 | $21.0K | 0.00% | +400 | New |
| Robbins Farley LLC | 375 | $20.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 369 | $20.0K | 0.00% | +49+15.3% | Added |
| Norwood Financial Corp | 375 | $20.0K | 0.03% | +375 | New |
| City State Bank | 380 | $20.0K | 0.01% | +380 | New |
| Resources Management Corp | 357 | $19.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 313 | $17.0K | 0.00% | −120−27.7% | Reduced |
| Ellevest, Inc. | 309 | $17.0K | 0.00% | −53−14.6% | Reduced |
| CNB Bank | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 300 | $16.0K | 0.02% | +300 | New |
| Creative Financial Designs Inc | 281 | $15.0K | 0.00% | −278−49.7% | Reduced |
| Capital Advisors, Ltd. LLC | 278 | $15.0K | 0.00% | +278 | New |
| Bedel Financial Consulting, Inc. | 268 | $14.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 244 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 234 | $12.4K | 0.00% | +234 | New |
| Atlas Capital Advisors LLC | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 190 | $10.0K | 0.00% | +190 | New |
| Eagle Bay Advisors LLC | 175 | $9.00K | 0.01% | −175−50.0% | Reduced |
| Lindbrook Capital, LLC | 162 | $9.00K | 0.00% | −46−22.1% | Reduced |
| Quent Capital, LLC | 171 | $9.00K | 0.00% | +171 | New |
| Sageworth Trust Co | 147 | $8.00K | 0.00% | −493−77.0% | Reduced |
| Country Trust Bank | 124 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 132 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 106 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 115 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 120 | $6.00K | 0.00% | +41+51.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 121 | $6.00K | 0.00% | +48+65.8% | Added |
| Bivin & Associates, Inc. | 103 | $6.00K | 0.01% | +103 | New |
| Independence Bank of Kentucky | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 95 | $5.00K | 0.00% | +33+53.2% | Added |
| Capital Analysts, LLC | 78 | $4.00K | 0.00% | +1+1.3% | Added |
| McIlrath & Eck, LLC | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 47 | $3.00K | 0.00% | +47 | New |
| CVA Family Office, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Retirement Planning Co of New England, Inc. | 46 | $2.00K | 0.00% | +46 | New |
| Raffa Wealth Management, LLC | 31 | $1.66K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 10 | $1.00K | 0.00% | −8−44.4% | Reduced |
| Parkside Financial Bank & Trust | 11 | $1.00K | 0.00% | +11 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Dark Forest Capital Management LP | 15 | $1.00K | 0.00% | +15 | New |
| Schubert & Co | 21 | $1.00K | 0.00% | +21 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −289,378−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −117,399−100.0% | Sold out |
| Bright Rock Capital Management, LLC | 0 | $0 | 0.00% | −111,500−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −87,422−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −35,493−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,560−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −23,722−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −23,172−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −21,719−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −17,384−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −16,742−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −14,326−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,203−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −8,660−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,205−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −6,279−100.0% | Sold out |
| Gofen & Glossberg LLC | 0 | $0 | 0.00% | −5,341−100.0% | Sold out |
| 1st Source Bank | 0 | $0 | 0.00% | −4,939−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −4,728−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,566−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,449−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −4,377−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −3,862−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −3,221−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −1,660−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ade, LLC | 0 | $0 | 0.00% | −906−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | – | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −736−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Optimal Asset Management, Inc. | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |