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, Q1 2022
Institutional positions in Essential Utilities, Inc. as of Mar 31, 2022. 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
- 642
- +3 vs. Q4 2021
- Shares held
- 181.0M
- +5.11M (+2.9%) vs. Q4 2021
- Total value
- $9.19B
- −$238.8M (−2.5%) vs. Q4 2021
- New holders
- 68
- 235 more added
- Sold out
- 65
- 194 more reduced
9 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 4 | $0 | 0.00% | +4 | New |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 29 | $1.00K | 0.00% | +18+163.6% | Added |
| 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. | 20 | $1.00K | 0.00% | +10+100.0% | Added |
| Schubert & Co | 27 | $1.00K | 0.00% | +6+28.6% | Added |
| Massmutual Trust Co FSB | 15 | $1.00K | 0.00% | +15 | New |
| Northwest Investment Counselors, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Clear Street Markets LLC | 10 | $1.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 31 | $1.58K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 43 | $2.00K | 0.00% | +43 | New |
| Cordant, Inc. | 44 | $2.00K | 0.00% | +44 | New |
| Ulland Investment Advisors, LLC | 30 | $2.00K | 0.00% | +30 | New |
| CVA Family Office, LLC | 60 | $3.00K | 0.00% | +25+71.4% | Added |
| Conrad Siegel Investment Advisors, Inc. | 63 | $3.00K | 0.00% | +63 | New |
| Lazard Asset Management LLC | 85 | $4.00K | 0.00% | −358−80.8% | Reduced |
| McIlrath & Eck, LLC | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 89 | $5.00K | 0.01% | −399−81.8% | Reduced |
| Sandy Spring Bank | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 100 | $5.00K | 0.00% | +100 | New |
| Country Trust Bank | 124 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 115 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 111 | $6.00K | 0.00% | +111 | New |
| Evoke Wealth, LLC | 132 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 145 | $7.00K | 0.00% | +145 | New |
| Global Retirement Partners, LLC | 158 | $7.00K | 0.00% | +158 | New |
| Lansing Street Advisors | 140 | $7.00K | 0.00% | +140 | New |
| South State Corp. | 201 | $10.0K | 0.00% | −414−67.3% | Reduced |
| High Net Worth Advisory Group LLC | 190 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 186 | $10.0K | 0.00% | +24+14.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 186 | $10.0K | 0.00% | +65+53.7% | Added |
| TCWP LLC | 212 | $10.0K | 0.00% | +212 | New |
| Atlas Capital Advisors LLC | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 244 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 234 | $12.3K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 247 | $13.0K | 0.01% | +247 | New |
| Creative Financial Designs Inc | 283 | $14.0K | 0.00% | +2+0.7% | Added |
| Capital Advisors, Ltd. LLC | 274 | $14.0K | 0.00% | −4−1.4% | Reduced |
| Bedel Financial Consulting, Inc. | 268 | $14.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 276 | $14.0K | 0.00% | +261+1,740.0% | Added |
| CNB Bank | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 300 | $15.0K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 313 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 331 | $17.0K | 0.00% | +22+7.1% | Added |
| Resources Management Corp | 357 | $18.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 344 | $18.0K | 0.00% | +173+101.2% | Added |
| Concord Wealth Partners | 380 | $19.0K | 0.00% | −196−34.0% | Reduced |
| Fifth Third Bancorp | 368 | $19.0K | 0.00% | −152−29.2% | Reduced |
| Norwood Financial Corp | 375 | $19.0K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 375 | $19.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 380 | $19.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 403 | $21.0K | 0.01% | +1+0.2% | Added |
| Elequin Capital LP | 402 | $21.0K | 0.00% | +402 | New |
| Koshinski Asset Management, Inc. | 416 | $21.3K | 0.00% | +416 | New |
| Essex Investment Management Co LLC | 425 | $22.0K | 0.00% | −168−28.3% | Reduced |
| M&R Capital Management Inc | 448 | $22.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 423 | $22.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 430 | $22.0K | 0.00% | +61+16.5% | Added |
| Surevest, LLC | 459 | $23.0K | 0.01% | +2+0.4% | Added |
| TCI Wealth Advisors, Inc. | 465 | $23.0K | 0.00% | +10+2.2% | Added |
| Brown Brothers Harriman & Co | 468 | $24.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 471 | $24.0K | 0.01% | +27+6.1% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $25.0K | 0.02% | +500 | New |
| Salem Investment Counselors Inc | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 500 | $26.0K | 0.02% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 513 | $26.0K | 0.03% | +3+0.6% | Added |
| Piscataqua Savings Bank | 500 | $26.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 525 | $27.0K | 0.01% | −30−5.4% | Reduced |
| HC Financial Advisors Inc | 531 | $27.0K | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 515 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 540 | $27.6K | 0.01% | +13+2.5% | Added |
| HHM Wealth Advisors, LLC | 561 | $29.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 590 | $30.0K | 0.02% | −55−8.5% | Reduced |
| FourThought Financial, LLC | 624 | $32.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 626 | $32.0K | 0.02% | +104+19.9% | Added |
| First PREMIER Bank | 650 | $33.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 658 | $33.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 665 | $34.0K | 0.01% | +4+0.6% | Added |
| PEAK6 Investments LLC | 657 | $34.0K | 0.00% | +657 | New |
| Princeton Global Asset Management LLC | 705 | $36.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 698 | $36.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 696 | $36.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 700 | $36.0K | 0.01% | +700 | New |
| 1832 Asset Management L.P. | 750 | $38.0K | 0.00% | +750 | New |
| MCF Advisors LLC | 740 | $38.0K | 0.00% | +740 | New |
| Tarbox Family Office, Inc. | 761 | $39.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 785 | $40.0K | 0.00% | −420−34.9% | Reduced |
| Herold Advisors, Inc. | 800 | $40.9K | 0.01% | +800 | New |
| First Community Trust NA | 802 | $41.0K | 0.04% | 00.0% | Unchanged |
| Pflug Koory, LLC | 814 | $42.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 813 | $42.0K | 0.02% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 905 | $46.0K | 0.05% | 00.0% | Unchanged |
| Corbenic Partners LLC | 914 | $47.0K | 0.01% | 00.0% | Unchanged |
| Motco | 969 | $50.0K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,000 | $51.0K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,041 | $53.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,082 | $55.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,075 | $55.0K | 0.01% | 00.0% | Unchanged |