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 |
|---|---|---|---|---|---|
| Rockland Trust Co | 10,621 | $543.0K | 0.03% | −5,426−33.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $547.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 10,775 | $551.0K | 0.02% | −1,795−14.3% | Reduced |
| TrinityPoint Wealth, LLC | 10,767 | $551.0K | 0.10% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 11,392 | $582.0K | 0.02% | +3,599+46.2% | Added |
| Tiaa, FSB | 11,599 | $593.0K | 0.00% | +11,599 | New |
| Welch & Forbes LLC | 11,687 | $598.0K | 0.01% | −2,500−17.6% | Reduced |
| American Century Companies Inc | 11,774 | $602.0K | 0.00% | +1,602+15.7% | Added |
| Shelton Capital Management | 11,853 | $606.0K | 0.02% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 11,853 | $606.0K | 0.35% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 11,964 | $612.0K | 0.28% | −1,302−9.8% | Reduced |
| Voloridge Investment Management, LLC | 11,991 | $613.0K | 0.00% | −11,281−48.5% | Reduced |
| Forsta Ap-Fonden | 12,000 | $614.0K | 0.01% | +12,000 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 12,196 | $624.0K | 0.18% | +1,394+12.9% | Added |
| O'Shares Investment Advisers, LLC | 12,284 | $628.0K | 0.05% | +660+5.7% | Added |
| Institute for Wealth Management, LLC. | 12,340 | $631.0K | 0.10% | 00.0% | Unchanged |
| Vestcor Inc | 12,483 | $638.0K | 0.02% | +912+7.9% | Added |
| Unigestion Holding SA | 12,439 | $647.0K | 0.03% | +12,439 | New |
| Natixis Investment Managers International | 12,809 | $654.0K | 0.01% | +5,005+64.1% | Added |
| Nordea Investment Management AB | 12,758 | $664.0K | 0.00% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 13,074 | $668.0K | 0.26% | +13,074 | New |
| Inverness Counsel LLC | 13,150 | $672.0K | 0.03% | −325−2.4% | Reduced |
| GWM Advisors LLC | 13,287 | $679.0K | 0.01% | +14+0.1% | Added |
| Moors & Cabot, Inc. | 13,377 | $684.0K | 0.04% | 00.0% | Unchanged |
| Spinnaker Trust | 13,384 | $684.0K | 0.05% | +821+6.5% | Added |
| Advisory Services Network, LLC | 13,573 | $694.0K | 0.02% | −1,316−8.8% | Reduced |
| Atria Wealth Solutions, Inc. | 13,637 | $697.0K | 0.01% | +13,637 | New |
| Manchester Capital Management LLC | 13,833 | $707.0K | 0.10% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $715.8K | 0.32% | +4,000+40.0% | Added |
| Rowland & Co Investment Counsel | 14,105 | $721.2K | 0.17% | −4,477−24.1% | Reduced |
| First Pacific Financial | 14,315 | $732.0K | 0.38% | +300+2.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,557 | $744.0K | 0.02% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 14,589 | $746.0K | 0.06% | +14,589 | New |
| Resurgent Financial Advisors LLC | 14,634 | $748.0K | 0.48% | +221+1.5% | Added |
| Mariner, LLC | 14,654 | $749.0K | 0.00% | +14,654 | New |
| Belpointe Asset Management LLC | 14,736 | $754.0K | 0.05% | +164+1.1% | Added |
| United Capital Financial Advisers, LLC | 14,796 | $757.0K | 0.00% | +248+1.7% | Added |
| Oppenheimer & Co Inc | 14,812 | $757.0K | 0.01% | +1,000+7.2% | Added |
| Good Life Advisors, LLC | 14,897 | $762.0K | 0.10% | −71−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,995 | $767.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,163 | $775.0K | 0.01% | +705+4.9% | Added |
| Mitchell Sinkler & Starr | 15,250 | $780.0K | 0.24% | +812+5.6% | Added |
| Clean Yield Group | 15,326 | $784.0K | 0.28% | −400−2.5% | Reduced |
| JustInvest LLC | 15,497 | $792.0K | 0.04% | −487−3.0% | Reduced |
| Boothbay Fund Management, LLC | 15,730 | $804.0K | 0.03% | +7,471+90.5% | Added |
| O'Brien Greene & Co. Inc | 16,214 | $829.0K | 0.27% | 00.0% | Unchanged |
| Philadelphia Trust Co | 16,245 | $831.0K | 0.07% | +50+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 16,737 | $855.0K | 0.00% | −2,161−11.4% | Reduced |
| Sonen Capital LLC | 16,752 | $857.0K | 1.04% | +1,750+11.7% | Added |
| Cordasco Financial Network | 16,853 | $862.0K | 0.56% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 17,068 | $873.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 17,269 | $883.0K | 0.06% | −632−3.5% | Reduced |
| Huntington National Bank | 17,320 | $886.0K | 0.01% | +5,263+43.7% | Added |
| Fiduciary Trust Co | 17,361 | $888.0K | 0.02% | −2,500−12.6% | Reduced |
| Loudon Investment Management, LLC | 17,463 | $893.0K | 0.59% | 00.0% | Unchanged |
| Westpac Banking Corp | 17,600 | $899.9K | 0.01% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 17,108 | $900.0K | 0.50% | +118+0.7% | Added |
| Taylor Hoffman Wealth Management | 17,695 | $905.0K | 0.36% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 18,383 | $940.0K | 0.00% | +3,573+24.1% | Added |
| Key Financial Inc | 18,422 | $942.0K | 0.47% | +4,103+28.7% | Added |
| Community Bank, N.A. | 18,627 | $952.0K | 0.12% | +5,398+40.8% | Added |
| Standard Life Aberdeen plc | 18,564 | $963.0K | 0.00% | −413−2.2% | Reduced |
| Elo Mutual Pension Insurance Co | 18,884 | $966.0K | 0.03% | +1,529+8.8% | Added |
| Shell Asset Management Co | 19,034 | $973.0K | 0.02% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 19,145 | $979.0K | 0.14% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 19,302 | $987.0K | 0.03% | −733−3.7% | Reduced |
| KBC Group NV | 19,550 | $1.00M | 0.00% | −1,009,039−98.1% | Reduced |
| Profund Advisors LLC | 19,717 | $1.01M | 0.04% | +1,203+6.5% | Added |
| Tower Bridge Advisors | 19,748 | $1.01M | 0.07% | −348−1.7% | Reduced |
| Glen Eagle Advisors, LLC | 20,299 | $1.04M | 0.27% | +160+0.8% | Added |
| First Hawaiian Bank | 20,320 | $1.04M | 0.03% | +3,205+18.7% | Added |
| Hoylecohen, LLC | 20,360 | $1.04M | 0.09% | −725−3.4% | Reduced |
| Securian Asset Management, Inc | 20,637 | $1.05M | 0.02% | +38+0.2% | Added |
| Pathstone Family Office, LLC | 17,535 | $1.06M | 0.02% | +872+5.2% | Added |
| USS Investment Management Ltd | 20,800 | $1.06M | 0.01% | −30,660−59.6% | Reduced |
| Bernardo Wealth Planning LLC | 20,895 | $1.07M | 0.53% | +20.0% | Added |
| Ingalls & Snyder LLC | 21,144 | $1.08M | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,286 | $1.09M | 0.02% | −1,086−4.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 21,530 | $1.10M | 0.25% | +10,072+87.9% | Added |
| TD Asset Management Inc | 21,545 | $1.10M | 0.00% | +200+0.9% | Added |
| Blue Bell Private Wealth Management, LLC | 21,600 | $1.10M | 0.31% | +17,890+482.2% | Added |
| Squarepoint Ops LLC | 21,661 | $1.11M | 0.01% | +21,661 | New |
| Crossmark Global Holdings, Inc. | 21,823 | $1.12M | 0.02% | +430+2.0% | Added |
| Kennedy Capital Management, Inc. | 21,862 | $1.12M | 0.03% | +5,911+37.1% | Added |
| Liberty One Investment Management, LLC | 22,189 | $1.14M | 0.17% | −713−3.1% | Reduced |
| US Bancorp | 22,242 | $1.14M | 0.00% | −1,388−5.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 22,300 | $1.14M | 0.01% | +22,300 | New |
| Virtue Capital Management, LLC | 22,354 | $1.14M | 0.18% | −3,609−13.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,577 | $1.15M | 0.02% | −3,710−14.1% | Reduced |
| Financial Architects, Inc | 22,692 | $1.16M | 0.17% | −1,812−7.4% | Reduced |
| Prudential Financial Inc | 22,829 | $1.17M | 0.00% | −489−2.1% | Reduced |
| Toth Financial Advisory Corp | 23,111 | $1.18M | 0.18% | −371−1.6% | Reduced |
| Whittier Trust Co | 23,133 | $1.18M | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 23,273 | $1.19M | 0.16% | −2,342−9.1% | Reduced |
| Rodgers Brothers Inc. | 23,288 | $1.19M | 0.21% | −1,125−4.6% | Reduced |
| Csenge Advisory Group | 23,295 | $1.19M | 0.09% | +16,310+233.5% | Added |
| Cozad Asset Management Inc | 23,514 | $1.20M | 0.17% | +1,875+8.7% | Added |
| Rothschild Investment Corp | 23,555 | $1.20M | 0.09% | 00.0% | Unchanged |
| AE Wealth Management LLC | 24,371 | $1.25M | 0.01% | +1,129+4.9% | Added |
| Neuberger Berman Group LLC | 24,672 | $1.26M | 0.00% | +4,278+21.0% | Added |