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 |
|---|---|---|---|---|---|
| Eagle Ridge Investment Management | 6,580 | $336.0K | 0.04% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 6,540 | $334.0K | 0.04% | +34+0.5% | Added |
| Meridian Wealth Partners, LLC | 6,539 | $334.0K | 0.07% | +921+16.4% | Added |
| Coldstream Capital Management Inc | 6,521 | $333.0K | 0.01% | −467−6.7% | Reduced |
| Johnson Investment Counsel Inc | 6,504 | $333.0K | 0.00% | +80+1.2% | Added |
| Advisors Capital Management, LLC | 6,492 | $332.0K | 0.01% | −6−0.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,470 | $331.0K | 0.02% | −140−2.1% | Reduced |
| CenterBook Partners LP | 6,461 | $330.0K | 0.12% | +6,461 | New |
| First Republic Investment Management, Inc. | 6,414 | $328.0K | 0.00% | −182−2.8% | Reduced |
| Commerce Bank | 6,376 | $326.0K | 0.00% | −1,119−14.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,350 | $325.0K | 0.02% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 6,250 | $320.0K | 0.07% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 6,230 | $319.0K | 0.00% | −548−8.1% | Reduced |
| Prio Wealth Limited Partnership | 6,232 | $319.0K | 0.01% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 6,234 | $319.0K | 0.28% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 6,237 | $319.0K | 0.00% | +150+2.5% | Added |
| Gateway Investment Advisers LLC | 6,231 | $319.0K | 0.00% | +6,231 | New |
| Leonteq Securities AG | 6,228 | $318.4K | 0.01% | −765−10.9% | Reduced |
| Argent Trust Co | 6,175 | $316.0K | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 6,114 | $313.0K | 0.01% | −1,253−17.0% | Reduced |
| CAPROCK Group, Inc. | 6,124 | $313.0K | 0.03% | +35+0.6% | Added |
| Swiss Life Asset Management Ltd | 6,131 | $312.2K | 0.00% | −13,169−68.2% | Reduced |
| Stratos Wealth Partners, LTD. | 6,085 | $311.0K | 0.01% | +7+0.1% | Added |
| Charter Trust Co | 6,054 | $310.0K | 0.03% | −319−5.0% | Reduced |
| Bigelow Investment Advisors, LLC | 6,014 | $307.0K | 0.14% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 6,000 | $307.0K | 0.05% | +6,000 | New |
| Veritable, L.P. | 5,991 | $306.0K | 0.00% | +46+0.8% | Added |
| Geneos Wealth Management Inc. | 5,960 | $304.0K | 0.01% | −166−2.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,926 | $304.0K | 0.03% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 5,930 | $303.0K | 0.25% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 5,840 | $299.0K | 0.00% | −1,500−20.4% | Reduced |
| Illinois Municipal Retirement Fund | 5,843 | $299.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,806 | $297.0K | 0.00% | −1,069−15.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 5,800 | $297.0K | 0.21% | −723−11.1% | Reduced |
| Davenport & Co LLC | 5,709 | $292.0K | 0.00% | +11+0.2% | Added |
| Private Trust Co NA | 5,680 | $290.0K | 0.05% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 5,650 | $289.0K | 0.02% | −200−3.4% | Reduced |
| Univest Financial Corp | 5,636 | $288.0K | 0.08% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $283.0K | 0.07% | 00.0% | Unchanged |
| Planning Directions Inc | 5,538 | $283.0K | 0.20% | +22+0.4% | Added |
| Martingale Asset Management L P | 5,500 | $282.0K | 0.00% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 5,471 | $280.0K | 0.05% | −630−10.3% | Reduced |
| Joel Isaacson & Co., LLC | 5,758 | $280.0K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 5,450 | $279.0K | 0.00% | −100−1.8% | Reduced |
| Glenview Trust Co | 5,392 | $276.0K | 0.01% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 5,335 | $273.0K | 0.04% | +5,335 | New |
| Kings Point Capital Management | 5,267 | $269.0K | 0.02% | −379−6.7% | Reduced |
| Colony Group LLC | 5,253 | $269.0K | 0.00% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 5,263 | $269.0K | 0.16% | +6+0.1% | Added |
| Balyasny Asset Management LLC | 5,210 | $266.0K | 0.00% | +5,210 | New |
| Accel Wealth Management | 5,038 | $265.0K | 0.14% | +20+0.4% | Added |
| Fulton Breakefield Broenniman LLC | 5,150 | $263.0K | 0.02% | −935−15.4% | Reduced |
| Ironwood Investment Counsel, LLC | 5,100 | $260.0K | 0.06% | 00.0% | Unchanged |
| Jump Financial, LLC | 5,093 | $260.0K | 0.01% | +479+10.4% | Added |
| Tower Research Capital LLC (TRC) | 5,039 | $258.0K | 0.00% | −6,227−55.3% | Reduced |
| Nations Financial Group Inc, | 5,019 | $257.0K | 0.03% | +14+0.3% | Added |
| IFP Advisors, Inc | 5,003 | $257.0K | 0.00% | +4,541+982.9% | Added |
| Bluestein R H & Co | 5,000 | $256.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,000 | $256.0K | 0.02% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,949 | $253.0K | 0.01% | −151−3.0% | Reduced |
| ExodusPoint Capital Management, LP | 4,892 | $250.0K | 0.00% | −6,069−55.4% | Reduced |
| Fox Run Management, L.L.C. | 4,894 | $250.0K | 0.14% | +4,894 | New |
| Murphy Capital Management Inc | 4,877 | $249.0K | 0.03% | −1,130−18.8% | Reduced |
| Centaurus Financial, Inc. | 4,875 | $249.0K | 0.02% | −291−5.6% | Reduced |
| Wade G W & Inc | 4,872 | $249.0K | 0.01% | +735+17.8% | Added |
| Linscomb & Williams, Inc. | 4,863 | $248.0K | 0.01% | −75−1.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,750 | $243.0K | 0.02% | −230−4.6% | Reduced |
| Toroso Investments, LLC | 4,754 | $243.0K | 0.01% | +679+16.7% | Added |
| Ethic Inc. | 4,688 | $240.0K | 0.02% | +564+13.7% | Added |
| Howland Capital Management LLC | 4,595 | $235.0K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 4,478 | $229.0K | 0.01% | +4,478 | New |
| Perigon Wealth Management, LLC | 4,461 | $228.0K | 0.02% | +4,461 | New |
| Davis R M Inc | 4,433 | $227.0K | 0.01% | +4,433 | New |
| Tokio Marine Asset Management Co Ltd | 4,373 | $224.0K | 0.02% | +398+10.0% | Added |
| Ellsworth Advisors, LLC | 4,500 | $224.0K | 0.08% | +4,500 | New |
| Headinvest, LLC | 4,350 | $222.0K | 0.04% | 00.0% | Unchanged |
| Advisor Partners LLC | 4,329 | $221.0K | 0.01% | −523−10.8% | Reduced |
| Clark Capital Management Group, Inc. | 4,243 | $217.0K | 0.00% | −11−0.3% | Reduced |
| CTC Capital Management, LLC | 4,200 | $215.0K | 0.58% | +4,200 | New |
| Lountzis Asset Management, LLC | 4,191 | $214.3K | 0.12% | 00.0% | Unchanged |
| Hartline Investment Corp | 4,690 | $214.0K | 0.03% | +20+0.4% | Added |
| Insight 2811, Inc. | 4,174 | $213.0K | 0.13% | −1,220−22.6% | Reduced |
| Independent Investors Inc | 4,166 | $213.0K | 0.05% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 4,166 | $213.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,158 | $212.6K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,159 | $212.0K | 0.05% | −791−16.0% | Reduced |
| Moreno Evelyn V | 4,118 | $211.0K | 0.04% | +4,118 | New |
| Cigna Investments Inc | 4,096 | $210.0K | 0.03% | −1,091−21.0% | Reduced |
| Kestra Private Wealth Services, LLC | 4,107 | $210.0K | 0.01% | +3+0.1% | Added |
| We Are One Seven, LLC | 3,963 | $203.0K | 0.02% | +3,963 | New |
| Stillwater Capital Advisors, LLC | 3,957 | $202.0K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,761 | $192.3K | 0.00% | +1,033+37.9% | Added |
| Kepos Capital LP | 3,611 | $185.0K | 0.01% | +265+7.9% | Added |
| National Bank of Canada | 3,586 | $183.0K | 0.00% | −39,600−91.7% | Reduced |
| Bessemer Group Inc | 3,425 | $175.0K | 0.00% | −83−2.4% | Reduced |
| Tompkins Financial Corp | 3,419 | $175.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 3,387 | $173.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,364 | $172.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,341 | $171.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,158 | $161.0K | 0.00% | −1,857−37.0% | Reduced |