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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, Q2 2022

Institutional positions in Essential Utilities, Inc. as of Jun 30, 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
636
+7 vs. Q1 2022
Shares held
186.7M
+7.02M (+3.9%) vs. Q1 2022
Total value
$8.55B
−$574.3M (−6.3%) vs. Q1 2022
New holders
68
220 more added
Sold out
61
191 more reduced

13 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 636 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 heldQ2 2022: $8.55B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2022.

Institutions holding WTRG in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Clean Yield Group15,326$703.0K0.29%00.0%Unchanged
Mitchell Sinkler & Starr15,250$699.0K0.26%00.0%Unchanged
Whittier Trust Co of Nevada Inc14,995$688.0K0.03%00.0%Unchanged
Good Life Advisors, LLC14,888$683.0K0.10%−9−0.1%Reduced
United Capital Financial Advisers, LLC14,863$681.0K0.00%+67+0.5%Added
Trexquant Investment LP14,863$681.0K0.03%+14,863New
Belpointe Asset Management LLC14,750$676.0K0.05%+14+0.1%Added
First Pacific Financial14,701$674.0K0.32%+386+2.7%Added
Intech Investment Management LLC14,706$674.0K0.00%+14,706New
Resurgent Financial Advisors LLC14,632$671.0K0.45%−20.0%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd14,557$667.0K0.02%00.0%Unchanged
Oppenheimer & Co Inc14,540$666.0K0.01%−272−1.8%Reduced
American Century Companies Inc14,395$660.0K0.00%+2,621+22.3%Added
Dynamic Technology Lab Private Ltd14,361$658.0K0.07%+14,361New
Hutchens & Kramer Investment Management Group, LLC13,591$645.0K0.48%−3,517−20.6%Reduced
Mitsubishi UFJ Asset Management (UK) Ltd.14,000$642.0K0.37%00.0%Unchanged
GWM Advisors LLC13,877$637.0K0.01%+590+4.4%Added
Manchester Capital Management LLC13,833$634.0K0.11%00.0%Unchanged
Vestcor Inc13,616$624.0K0.02%+1,133+9.1%Added
Verition Fund Management LLC13,500$619.0K0.01%−144,221−91.4%Reduced
Moors & Cabot, Inc.13,502$619.0K0.04%+125+0.9%Added
Spinnaker Trust13,384$614.0K0.05%00.0%Unchanged
Exchange Traded Concepts, LLC13,193$605.0K0.02%+13,193New
Inverness Counsel LLC13,135$602.0K0.03%−15−0.1%Reduced
SS&H Financial Advisors, Inc.13,074$599.0K0.28%00.0%Unchanged
Stock Yards Bank & Trust Co13,013$597.0K0.02%+13,013New
Alps Advisors Inc12,942$593.0K0.01%+12,942New
Illinois Municipal Retirement Fund12,828$588.0K0.01%+6,985+119.5%Added
Boothbay Fund Management, LLC12,755$585.0K0.02%−2,975−18.9%Reduced
Arrowstreet Capital, Limited Partnership12,707$583.0K0.00%+12,707New
Advisors Asset Management, Inc.12,670$581.0K0.01%+12,670New
Institute for Wealth Management, LLC.12,340$566.0K0.11%00.0%Unchanged
Huntington National Bank12,253$563.0K0.01%−5,067−29.3%Reduced
Engineers Gate Manager LP12,281$563.0K0.02%+12,281New
Pathstone Family Office, LLC11,992$550.3K0.01%−5,543−31.6%Reduced
Town & Country Bank & Trust CO dba First Bankers Trust CO11,964$549.0K0.29%00.0%Unchanged
Two Sigma Securities, LLC11,900$546.0K0.10%+11,900New
Welch & Forbes LLC11,863$544.0K0.01%+176+1.5%Added
Shelton Capital Management11,853$543.0K0.02%00.0%Unchanged
Youngs Advisory Group, Inc.11,853$543.0K0.33%00.0%Unchanged
Meeder Asset Management Inc11,583$531.0K0.03%+2,047+21.5%Added
Wealth Effects LLC11,381$522.0K0.31%+3,798+50.1%Added
Advisory Services Network, LLC11,029$506.0K0.02%−2,544−18.7%Reduced
Tiaa, FSB10,936$501.0K0.00%−663−5.7%Reduced
Great Valley Advisor Group, Inc.10,929$501.0K0.03%+1,156+11.8%Added
SeaCrest Wealth Management, LLC10,936$501.0K0.06%+1,188+12.2%Added
Voloridge Investment Management, LLC10,801$495.0K0.00%−1,190−9.9%Reduced
BKD Wealth Advisors, LLC10,802$495.0K0.02%+10,802New
TrinityPoint Wealth, LLC10,768$494.0K0.11%+10.0%Added
Bank Julius Baer & Co. Ltd, Zurich10,700$491.0K0.00%00.0%Unchanged
Blossom Wealth Management10,384$476.0K2.41%+510+5.2%Added
Mirabella Financial Services LLP10,335$474.0K0.05%+10,335New
Natixis Investment Managers International10,309$472.0K0.01%−2,500−19.5%Reduced
Aaron Wealth Advisors10,223$468.0K0.12%−562,484−98.2%Reduced
Schroder Investment Management Group10,195$465.0K0.00%+10,195New
J.W. Cole Advisors, Inc.9,756$447.0K0.04%−251−2.5%Reduced
Ferguson Wellman Capital Management, Inc9,672$443.0K0.02%00.0%Unchanged
Nordea Investment Management AB9,715$442.0K0.00%−3,043−23.9%Reduced
Rockland Trust Co9,645$442.0K0.03%−976−9.2%Reduced
CIBC Asset Management Inc9,620$441.0K0.00%−704−6.8%Reduced
Banque Cantonale Vaudoise9,471$435.0K0.02%−1,304−12.1%Reduced
Keybank National Association9,469$434.0K0.00%−445−4.5%Reduced
Blume Capital Management, Inc.9,310$427.0K0.17%00.0%Unchanged
EagleClaw Capital Managment, LLC9,262$425.0K0.12%−250−2.6%Reduced
Foundations Investment Advisors, LLC9,050$423.0K0.02%00.0%Unchanged
Diversified, LLC9,174$421.0K0.17%−304−3.2%Reduced
RTD Financial Advisors, Inc.9,103$417.0K0.06%00.0%Unchanged
Marcum Wealth, LLC9,072$416.0K0.06%00.0%Unchanged
Avantax Advisory Services, Inc.9,046$415.0K0.01%+30+0.3%Added
Levy Wealth Management Group, LLC9,040$414.0K0.19%+10.0%Added
HB Wealth Management, LLC9,032$414.0K0.01%+82+0.9%Added
Sigma Planning Corp8,992$412.0K0.01%+178+2.0%Added
Federation des caisses Desjardins du Quebec8,901$408.1K0.00%+5,140+136.7%Added
Central Trust Co8,889$408.0K0.01%00.0%Unchanged
Tower Wealth Partners, Inc.8,790$403.0K0.54%−34−0.4%Reduced
Fort Washington Investment Advisors Inc8,769$402.0K0.00%00.0%Unchanged
B. Metzler seel. Sohn & Co. AG8,659$397.0K0.01%−1,792−17.1%Reduced
Phoenix Holdings Ltd.8,710$393.0K0.01%−711−7.5%Reduced
Apollon Wealth Management, LLC8,441$387.0K0.03%+139+1.7%Added
Gamble Jones Investment Counsel8,168$375.0K0.03%00.0%Unchanged
Beacon Pointe Advisors, LLC8,164$375.0K0.01%+314+4.0%Added
HBK Sorce Advisory LLC8,150$374.0K0.03%+73+0.9%Added
Girard Partners Ltd.8,100$371.0K0.05%+7+0.1%Added
Captrust Financial Advisors8,085$371.0K0.00%+2,279+39.3%Added
Chevy Chase Trust Holdings, Inc.8,000$367.0K0.00%00.0%Unchanged
Birch Hill Investment Advisors LLC7,893$362.0K0.02%00.0%Unchanged
Segall Bryant & Hamill, LLC7,871$360.0K0.00%+905+13.0%Added
Lehman & Derafelo Financial Resources LLC7,774$356.0K0.11%00.0%Unchanged
Anchor Investment Management, LLC7,646$350.6K0.05%00.0%Unchanged
Pinnacle Associates Ltd7,537$346.0K0.01%00.0%Unchanged
First Affirmative Financial Network7,521$345.0K0.39%−208−2.7%Reduced
Dearborn Partners LLC7,507$344.0K0.01%+10+0.1%Added
Northstar Asset Management LLC7,385$339.0K0.11%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt7,300$335.0K0.03%−2,700−27.0%Reduced
CCG Wealth Management, LLC7,252$333.0K0.19%00.0%Unchanged
Alan B. Lancz & Associates, Inc.6,234$324.0K0.32%00.0%Unchanged
Kingfisher Capital LLC6,997$321.0K0.09%−369−5.0%Reduced
Joel Isaacson & Co., LLC7,008$321.0K0.03%+1,250+21.7%Added
Providence Wealth Advisors, LLC6,835$316.0K0.23%00.0%Unchanged
Johnson Investment Counsel Inc6,862$315.0K0.00%+358+5.5%Added