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 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 3,142 | $161.0K | 0.03% | +312+11.0% | Added |
| Howe & Rusling Inc | 3,120 | $160.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 2,930 | $150.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,875 | $147.0K | 0.04% | +2,875 | New |
| GPS Wealth Strategies Group, LLC | 2,811 | $144.0K | 0.03% | +6+0.2% | Added |
| Montag A & Associates Inc | 2,800 | $143.0K | 0.01% | −300−9.7% | Reduced |
| Bartlett & Co. LLC | 2,731 | $140.0K | 0.00% | +2,731 | New |
| Bartlett & Co. Wealth Management LLC | 2,731 | $139.6K | 0.00% | +2,731 | New |
| TD Private Client Wealth LLC | 2,703 | $138.2K | 0.01% | −23−0.8% | Reduced |
| Signaturefd, LLC | 2,536 | $130.0K | 0.00% | +686+37.1% | Added |
| Quadrant Capital Group LLC | 2,493 | $128.0K | 0.02% | +227+10.0% | Added |
| Hudock, Inc. | 2,501 | $127.0K | 0.04% | −190−7.1% | Reduced |
| Clearstead Advisors, LLC | 2,303 | $118.0K | 0.01% | +13+0.6% | Added |
| Citizens National Bank Trust Department | 2,450 | $110.0K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,000 | $102.0K | 0.00% | −342−14.6% | Reduced |
| Group One Trading, L.P. | 2,000 | $102.0K | 0.00% | +2,000 | New |
| Archer Investment Corp | 1,959 | $100.2K | 0.04% | +1,250+176.3% | Added |
| Rosenberg Matthew Hamilton | 1,900 | $97.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 1,850 | $95.0K | 0.00% | +8+0.4% | Added |
| Tradewinds Capital Management, LLC | 1,827 | $93.0K | 0.02% | +11+0.6% | Added |
| Baystate Wealth Management LLC | 1,761 | $90.0K | 0.01% | +6+0.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $87.0K | 0.04% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 1,657 | $85.0K | 0.09% | +1,657 | New |
| Parallel Advisors, LLC | 1,593 | $83.0K | 0.00% | −159−9.1% | Reduced |
| Old Second National Bank of Aurora | 1,600 | $82.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,524 | $78.0K | 0.02% | −6−0.4% | Reduced |
| Endurance Wealth Management, Inc. | 1,500 | $77.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,500 | $77.0K | 0.05% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,372 | $70.0K | 0.00% | +1,372 | New |
| Thompson Siegel & Walmsley LLC | 1,294 | $66.0K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,292 | $66.0K | 0.02% | +1,292 | New |
| Peoples Financial Services Corp. | 1,250 | $64.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,256 | $64.0K | 0.01% | +13+1.0% | Added |
| Lenox Wealth Advisors, LLC | 1,236 | $64.0K | 0.01% | +120+10.8% | Added |
| Tower View Investment Management & Research LLC | 1,216 | $62.0K | 0.03% | +7+0.6% | Added |
| Birch Capital Management, LLC | 1,169 | $60.0K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,167 | $60.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,176 | $60.0K | 0.04% | +376+47.0% | Added |
| Tobam | 1,161 | $59.0K | 0.00% | +326+39.0% | Added |
| IndexIQ Advisors LLC | 1,105 | $56.0K | 0.00% | −103−8.5% | Reduced |
| 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 |
| First Command Financial Services, Inc. | 1,085 | $55.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 1,085 | $55.0K | 0.01% | +419+62.9% | Added |
| Asset Dedication, LLC | 1,041 | $53.0K | 0.01% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,000 | $51.0K | 0.04% | 00.0% | Unchanged |
| Motco | 969 | $50.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 914 | $47.0K | 0.01% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 905 | $46.0K | 0.05% | 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 |
| First Community Trust NA | 802 | $41.0K | 0.04% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 800 | $40.9K | 0.01% | +800 | New |
| CWM, LLC | 785 | $40.0K | 0.00% | −420−34.9% | Reduced |
| Tarbox Family Office, Inc. | 761 | $39.0K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 750 | $38.0K | 0.00% | +750 | New |
| MCF Advisors LLC | 740 | $38.0K | 0.00% | +740 | 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 |
| SOA Wealth Advisors, LLC. | 665 | $34.0K | 0.01% | +4+0.6% | Added |
| PEAK6 Investments LLC | 657 | $34.0K | 0.00% | +657 | New |
| Halpern Financial, Inc. | 658 | $33.6K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $33.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Fortitude Advisory Group L.L.C. | 590 | $30.0K | 0.02% | −55−8.5% | Reduced |
| HHM Wealth Advisors, LLC | 561 | $29.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 540 | $27.6K | 0.01% | +13+2.5% | Added |
| 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 |
| 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 |
| Hazlett, Burt & Watson, Inc. | 500 | $25.0K | 0.02% | +500 | New |
| Brown Brothers Harriman & Co | 468 | $24.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 471 | $24.0K | 0.01% | +27+6.1% | 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 |
| 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 |
| Koshinski Asset Management, Inc. | 416 | $21.3K | 0.00% | +416 | New |
| Mascoma Wealth Management LLC | 403 | $21.0K | 0.01% | +1+0.2% | Added |
| Elequin Capital LP | 402 | $21.0K | 0.00% | +402 | New |
| 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 |
| Resources Management Corp | 357 | $18.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 344 | $18.0K | 0.00% | +173+101.2% | Added |
| Ellevest, Inc. | 331 | $17.0K | 0.00% | +22+7.1% | Added |
| Itau Unibanco Holding S.A. | 313 | $16.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 300 | $15.0K | 0.02% | 00.0% | Unchanged |