Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2022: 642 institutions
Q1 2021: 598 institutionsQ2 2021: 589 institutionsQ3 2021: 597 institutionsQ4 2021: 648 institutionsQ1 2022: 642 institutionsQ2 2022: 636 institutionsQ3 2022: 637 institutionsQ4 2022: 657 institutionsQ1 2023: 650 institutionsQ2 2023: 626 institutionsQ3 2023: 584 institutionsQ4 2023: 623 institutionsQ1 2024: 592 institutionsQ2 2024: 601 institutionsQ3 2024: 629 institutionsQ4 2024: 622 institutionsQ1 2025: 677 institutionsQ2 2025: 683 institutionsQ3 2025: 679 institutionsQ4 2025: 695 institutionsQ1 2026: 698 institutionsQ2 2026: 702 institutions
Value heldQ1 2022: $9.19B
Q1 2021: $7.74BQ2 2021: $7.96BQ3 2021: $7.96BQ4 2021: $9.44BQ1 2022: $9.19BQ2 2022: $8.55BQ3 2022: $7.82BQ4 2022: $9.21BQ1 2023: $8.33BQ2 2023: $7.63BQ3 2023: $6.85BQ4 2023: $7.63BQ1 2024: $7.90BQ2 2024: $8.01BQ3 2024: $8.09BQ4 2024: $7.90BQ1 2025: $8.79BQ2 2025: $8.20BQ3 2025: $9.07BQ4 2025: $8.66BQ1 2026: $8.72BQ2 2026: $8.58B
Institutions holding WTRG and their total value by quarter
QuarterHoldersValue
Q2 2026702$8.58B
Q1 2026698$8.72B
Q4 2025695$8.66B
Q3 2025679$9.07B
Q2 2025683$8.20B
Q1 2025677$8.79B
Q4 2024622$7.90B
Q3 2024629$8.09B
Q2 2024601$8.01B
Q1 2024592$7.90B
Q4 2023623$7.63B
Q3 2023584$6.85B
Q2 2023626$7.63B
Q1 2023650$8.33B
Q4 2022657$9.21B
Q3 2022637$7.82B
Q2 2022636$8.55B
Q1 2022642$9.19B
Q4 2021648$9.44B
Q3 2021597$7.96B
Q2 2021589$7.96B
Q1 2021598$7.74B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q4 2021.

Institutions holding WTRG in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Financial Services, Inc.1,085$55.0K0.01%00.0%Unchanged
First Command Bank1,085$55.0K0.01%+419+62.9%Added
IndexIQ Advisors LLC1,105$56.0K0.00%−103−8.5%Reduced
Tobam1,161$59.0K0.00%+326+39.0%Added
Birch Capital Management, LLC1,169$60.0K0.04%00.0%Unchanged
Carolinas Wealth Consulting LLC1,167$60.0K0.01%00.0%Unchanged
Covestor Ltd1,176$60.0K0.04%+376+47.0%Added
Tower View Investment Management & Research LLC1,216$62.0K0.03%+7+0.6%Added
Peoples Financial Services Corp.1,250$64.0K0.03%00.0%Unchanged
Sound Income Strategies, LLC1,256$64.0K0.01%+13+1.0%Added
Lenox Wealth Advisors, LLC1,236$64.0K0.01%+120+10.8%Added
Thompson Siegel & Walmsley LLC1,294$66.0K0.00%00.0%Unchanged
Cyrus J. Lawrence, LLC1,292$66.0K0.02%+1,292New
Prospera Financial Services Inc1,372$70.0K0.00%+1,372New
Endurance Wealth Management, Inc.1,500$77.0K0.01%00.0%Unchanged
Atlantic Trust, LLC1,500$77.0K0.05%00.0%Unchanged
Private Capital Group, LLC1,524$78.0K0.02%−6−0.4%Reduced
Old Second National Bank of Aurora1,600$82.0K0.02%00.0%Unchanged
Parallel Advisors, LLC1,593$83.0K0.00%−159−9.1%Reduced
Bromfield Sneider Wealth Advisors1,657$85.0K0.09%+1,657New
Jackson, Grant Investment Advisers, Inc.1,695$87.0K0.04%00.0%Unchanged
Baystate Wealth Management LLC1,761$90.0K0.01%+6+0.3%Added
Tradewinds Capital Management, LLC1,827$93.0K0.02%+11+0.6%Added
Allworth Financial LP1,850$95.0K0.00%+8+0.4%Added
Rosenberg Matthew Hamilton1,900$97.0K0.03%00.0%Unchanged
Archer Investment Corp1,959$100.2K0.04%+1,250+176.3%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,000$102.0K0.00%−342−14.6%Reduced
Group One Trading, L.P.2,000$102.0K0.00%+2,000New
Citizens National Bank Trust Department2,450$110.0K0.04%00.0%Unchanged
Clearstead Advisors, LLC2,303$118.0K0.01%+13+0.6%Added
Hudock, Inc.2,501$127.0K0.04%−190−7.1%Reduced
Quadrant Capital Group LLC2,493$128.0K0.02%+227+10.0%Added
Signaturefd, LLC2,536$130.0K0.00%+686+37.1%Added
TD Private Client Wealth LLC2,703$138.2K0.01%−23−0.8%Reduced
Bartlett & Co. Wealth Management LLC2,731$139.6K0.00%+2,731New
Bartlett & Co. LLC2,731$140.0K0.00%+2,731New
Montag A & Associates Inc2,800$143.0K0.01%−300−9.7%Reduced
GPS Wealth Strategies Group, LLC2,811$144.0K0.03%+6+0.2%Added
Bank of New Hampshire2,875$147.0K0.04%+2,875New
Washington Trust Co2,930$150.0K0.01%00.0%Unchanged
Howe & Rusling Inc3,120$160.0K0.02%00.0%Unchanged
Ci Investments Inc.3,158$161.0K0.00%−1,857−37.0%Reduced
Hanson & Doremus Investment Management3,142$161.0K0.03%+312+11.0%Added
Benjamin F. Edwards & Company, Inc.3,341$171.0K0.01%00.0%Unchanged
Dividend Assets Capital, LLC3,364$172.0K0.03%00.0%Unchanged
Spire Wealth Management3,387$173.0K0.00%00.0%Unchanged
Bessemer Group Inc3,425$175.0K0.00%−83−2.4%Reduced
Tompkins Financial Corp3,419$175.0K0.02%00.0%Unchanged
National Bank of Canada3,586$183.0K0.00%−39,600−91.7%Reduced
Kepos Capital LP3,611$185.0K0.01%+265+7.9%Added
Federation des caisses Desjardins du Quebec3,761$192.3K0.00%+1,033+37.9%Added
Stillwater Capital Advisors, LLC3,957$202.0K0.03%00.0%Unchanged
We Are One Seven, LLC3,963$203.0K0.02%+3,963New
Cigna Investments Inc4,096$210.0K0.03%−1,091−21.0%Reduced
Kestra Private Wealth Services, LLC4,107$210.0K0.01%+3+0.1%Added
Moreno Evelyn V4,118$211.0K0.04%+4,118New
Ellis Investment Partners, LLC4,159$212.0K0.05%−791−16.0%Reduced
American Portfolios Advisors4,158$212.6K0.01%00.0%Unchanged
Insight 2811, Inc.4,174$213.0K0.13%−1,220−22.6%Reduced
Independent Investors Inc4,166$213.0K0.05%00.0%Unchanged
Wellington Shields Capital Management, LLC4,166$213.0K0.02%00.0%Unchanged
Hartline Investment Corp4,690$214.0K0.03%+20+0.4%Added
Lountzis Asset Management, LLC4,191$214.3K0.12%00.0%Unchanged
CTC Capital Management, LLC4,200$215.0K0.58%+4,200New
Clark Capital Management Group, Inc.4,243$217.0K0.00%−11−0.3%Reduced
Advisor Partners LLC4,329$221.0K0.01%−523−10.8%Reduced
Headinvest, LLC4,350$222.0K0.04%00.0%Unchanged
Tokio Marine Asset Management Co Ltd4,373$224.0K0.02%+398+10.0%Added
Ellsworth Advisors, LLC4,500$224.0K0.08%+4,500New
Davis R M Inc4,433$227.0K0.01%+4,433New
Perigon Wealth Management, LLC4,461$228.0K0.02%+4,461New
Winton Group Ltd4,478$229.0K0.01%+4,478New
Howland Capital Management LLC4,595$235.0K0.01%00.0%Unchanged
Ethic Inc.4,688$240.0K0.02%+564+13.7%Added
Cape Cod Five Cents Savings Bank4,750$243.0K0.02%−230−4.6%Reduced
Toroso Investments, LLC4,754$243.0K0.01%+679+16.7%Added
Linscomb & Williams, Inc.4,863$248.0K0.01%−75−1.5%Reduced
Murphy Capital Management Inc4,877$249.0K0.03%−1,130−18.8%Reduced
Centaurus Financial, Inc.4,875$249.0K0.02%−291−5.6%Reduced
Wade G W & Inc4,872$249.0K0.01%+735+17.8%Added
ExodusPoint Capital Management, LP4,892$250.0K0.00%−6,069−55.4%Reduced
Fox Run Management, L.L.C.4,894$250.0K0.14%+4,894New
First Citizens Bank & Trust Co4,949$253.0K0.01%−151−3.0%Reduced
Bluestein R H & Co5,000$256.0K0.01%00.0%Unchanged
Johnson Financial Group, Inc.5,000$256.0K0.02%00.0%Unchanged
Nations Financial Group Inc,5,019$257.0K0.03%+14+0.3%Added
IFP Advisors, Inc5,003$257.0K0.00%+4,541+982.9%Added
Tower Research Capital LLC (TRC)5,039$258.0K0.00%−6,227−55.3%Reduced
Ironwood Investment Counsel, LLC5,100$260.0K0.06%00.0%Unchanged
Jump Financial, LLC5,093$260.0K0.01%+479+10.4%Added
Fulton Breakefield Broenniman LLC5,150$263.0K0.02%−935−15.4%Reduced
Accel Wealth Management5,038$265.0K0.14%+20+0.4%Added
Balyasny Asset Management LLC5,210$266.0K0.00%+5,210New
Kings Point Capital Management5,267$269.0K0.02%−379−6.7%Reduced
Colony Group LLC5,253$269.0K0.00%00.0%Unchanged
Brown Miller Wealth Management, LLC5,263$269.0K0.16%+6+0.1%Added
Seven Eight Capital, LP5,335$273.0K0.04%+5,335New
Glenview Trust Co5,392$276.0K0.01%00.0%Unchanged
Blair William & Co5,450$279.0K0.00%−100−1.8%Reduced
Aveo Capital Partners, LLC5,471$280.0K0.05%−630−10.3%Reduced