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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
Mitchell Sinkler & Starr15,250$780.0K0.24%+812+5.6%Added
Kestra Advisory Services, LLC15,163$775.0K0.01%+705+4.9%Added
Whittier Trust Co of Nevada Inc14,995$767.0K0.03%00.0%Unchanged
Good Life Advisors, LLC14,897$762.0K0.10%−71−0.5%Reduced
United Capital Financial Advisers, LLC14,796$757.0K0.00%+248+1.7%Added
Oppenheimer & Co Inc14,812$757.0K0.01%+1,000+7.2%Added
Belpointe Asset Management LLC14,736$754.0K0.05%+164+1.1%Added
Mariner, LLC14,654$749.0K0.00%+14,654New
Resurgent Financial Advisors LLC14,634$748.0K0.48%+221+1.5%Added
Occudo Quantitative Strategies LP14,589$746.0K0.06%+14,589New
Sumitomo Mitsui DS Asset Management Company, Ltd14,557$744.0K0.02%00.0%Unchanged
First Pacific Financial14,315$732.0K0.38%+300+2.1%Added
Rowland & Co Investment Counsel14,105$721.2K0.17%−4,477−24.1%Reduced
Mitsubishi UFJ Asset Management (UK) Ltd.14,000$715.8K0.32%+4,000+40.0%Added
Manchester Capital Management LLC13,833$707.0K0.10%00.0%Unchanged
Atria Wealth Solutions, Inc.13,637$697.0K0.01%+13,637New
Advisory Services Network, LLC13,573$694.0K0.02%−1,316−8.8%Reduced
Moors & Cabot, Inc.13,377$684.0K0.04%00.0%Unchanged
Spinnaker Trust13,384$684.0K0.05%+821+6.5%Added
GWM Advisors LLC13,287$679.0K0.01%+14+0.1%Added
Inverness Counsel LLC13,150$672.0K0.03%−325−2.4%Reduced
SS&H Financial Advisors, Inc.13,074$668.0K0.26%+13,074New
Nordea Investment Management AB12,758$664.0K0.00%00.0%Unchanged
Natixis Investment Managers International12,809$654.0K0.01%+5,005+64.1%Added
Unigestion Holding SA12,439$647.0K0.03%+12,439New
Vestcor Inc12,483$638.0K0.02%+912+7.9%Added
Institute for Wealth Management, LLC.12,340$631.0K0.10%00.0%Unchanged
O'Shares Investment Advisers, LLC12,284$628.0K0.05%+660+5.7%Added
Dixon Hughes Goodman Wealth Advisors LLC12,196$624.0K0.18%+1,394+12.9%Added
Forsta Ap-Fonden12,000$614.0K0.01%+12,000New
Voloridge Investment Management, LLC11,991$613.0K0.00%−11,281−48.5%Reduced
Town & Country Bank & Trust CO dba First Bankers Trust CO11,964$612.0K0.28%−1,302−9.8%Reduced
Shelton Capital Management11,853$606.0K0.02%00.0%Unchanged
Youngs Advisory Group, Inc.11,853$606.0K0.35%00.0%Unchanged
American Century Companies Inc11,774$602.0K0.00%+1,602+15.7%Added
Welch & Forbes LLC11,687$598.0K0.01%−2,500−17.6%Reduced
Tiaa, FSB11,599$593.0K0.00%+11,599New
Gotham Asset Management, LLC11,392$582.0K0.02%+3,599+46.2%Added
Banque Cantonale Vaudoise10,775$551.0K0.02%−1,795−14.3%Reduced
TrinityPoint Wealth, LLC10,767$551.0K0.10%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich10,700$547.0K0.00%00.0%Unchanged
Rockland Trust Co10,621$543.0K0.03%−5,426−33.8%Reduced
B. Metzler seel. Sohn & Co. AG10,451$534.0K0.01%+2,066+24.6%Added
Humankind Investments LLC10,433$533.0K0.22%+913+9.6%Added
CIBC Asset Management Inc10,324$528.0K0.00%00.0%Unchanged
J.W. Cole Advisors, Inc.10,007$512.0K0.03%+73+0.7%Added
Livforsakringsbolaget Skandia, Omsesidigt10,000$511.0K0.03%+5,100+104.1%Added
Keybank National Association9,914$507.0K0.00%−28−0.3%Reduced
Blossom Wealth Management9,874$505.0K2.28%+789+8.7%Added
Great Valley Advisor Group, Inc.9,773$500.0K0.03%+10.0%Added
Teza Capital Management LLC9,753$499.0K0.19%−1,513−13.4%Reduced
SeaCrest Wealth Management, LLC9,748$498.0K0.06%+10.0%Added
Ferguson Wellman Capital Management, Inc9,672$495.0K0.02%−200−2.0%Reduced
Oak Thistle LLC9,626$492.0K0.26%+9,626New
Meeder Asset Management Inc9,536$488.0K0.02%+9,536New
EagleClaw Capital Managment, LLC9,512$486.0K0.11%−727−7.1%Reduced
Diversified, LLC9,478$485.0K0.20%−212−2.2%Reduced
Phoenix Holdings Ltd.9,421$484.0K0.01%−2,030−17.7%Reduced
Blume Capital Management, Inc.9,310$476.0K0.16%−390−4.0%Reduced
RTD Financial Advisors, Inc.9,103$465.0K0.06%00.0%Unchanged
Marcum Wealth, LLC9,072$464.0K0.06%00.0%Unchanged
Levy Wealth Management Group, LLC9,039$462.0K0.19%+10.0%Added
Avantax Advisory Services, Inc.9,016$460.0K0.01%+222+2.5%Added
HB Wealth Management, LLC8,950$458.0K0.01%+66+0.7%Added
Central Trust Co8,889$455.0K0.01%−700−7.3%Reduced
Sigma Planning Corp8,814$451.0K0.01%−2,032−18.7%Reduced
Tower Wealth Partners, Inc.8,824$451.0K0.49%−290−3.2%Reduced
Foundations Investment Advisors, LLC9,050$451.0K0.02%−46−0.5%Reduced
Fort Washington Investment Advisors Inc8,769$448.0K0.00%00.0%Unchanged
Cannell Peter B & Co Inc8,675$444.0K0.01%+750+9.5%Added
Axxcess Wealth Management, LLC8,646$442.0K0.04%−1,749−16.8%Reduced
Barrett Asset Management, LLC8,424$430.0K0.02%−1,250−12.9%Reduced
Apollon Wealth Management, LLC8,302$424.0K0.03%+11+0.1%Added
Gamble Jones Investment Counsel8,168$418.0K0.03%00.0%Unchanged
Stratos Wealth Advisors, LLC8,091$414.0K0.03%−29−0.4%Reduced
Girard Partners Ltd.8,093$413.0K0.05%−166−2.0%Reduced
HBK Sorce Advisory LLC8,077$413.0K0.02%−44−0.5%Reduced
Chevy Chase Trust Holdings, Inc.8,000$409.0K0.00%00.0%Unchanged
Birch Hill Investment Advisors LLC7,893$404.0K0.02%−818−9.4%Reduced
Beacon Pointe Advisors, LLC7,850$401.0K0.01%+7,850New
Wetherby Asset Management Inc7,807$399.0K0.02%+530+7.3%Added
Lehman & Derafelo Financial Resources LLC7,774$398.0K0.11%00.0%Unchanged
First Affirmative Financial Network7,729$395.0K0.38%+154+2.0%Added
Anchor Investment Management, LLC7,646$390.9K0.05%+1,550+25.4%Added
Wealth Effects LLC7,583$388.0K0.18%+10.0%Added
Pinnacle Associates Ltd7,537$385.0K0.01%−2,025−21.2%Reduced
Dearborn Partners LLC7,497$383.0K0.01%+10+0.1%Added
Northstar Asset Management LLC7,385$378.0K0.10%00.0%Unchanged
Kingfisher Capital LLC7,366$377.0K0.10%−111−1.5%Reduced
Raymond James Trust N.A.7,324$374.0K0.01%−413−5.3%Reduced
CCG Wealth Management, LLC7,252$371.0K0.18%+7,252New
BBR Partners, LLC7,141$365.0K0.03%00.0%Unchanged
Zimmermann Investment Management & Planning LLC7,051$361.0K0.21%+7,051New
Providence Wealth Advisors, LLC6,835$359.0K0.23%00.0%Unchanged
Jupiter Asset Management Ltd6,992$357.0K0.00%00.0%Unchanged
Segall Bryant & Hamill, LLC6,966$356.0K0.00%00.0%Unchanged
Money Concepts Capital Corp6,855$350.0K0.02%+2,552+59.3%Added
Northwestern Mutual Wealth Management Co6,689$342.0K0.00%−946−12.4%Reduced
Capital CS Group, LLC6,673$341.0K0.30%00.0%Unchanged
AlphaCrest Capital Management LLC6,641$340.0K0.02%−3,190−32.4%Reduced