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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 6,880 | $315.0K | 0.02% | +410+6.3% | Added |
| Charter Oak Capital Management, LLC | 6,829 | $314.0K | 0.04% | +289+4.4% | Added |
| CAPROCK Group, Inc. | 6,816 | $313.0K | 0.03% | +692+11.3% | Added |
| Cannell Peter B & Co Inc | 6,800 | $312.0K | 0.01% | −1,875−21.6% | Reduced |
| Capital CS Group, LLC | 6,673 | $306.0K | 0.32% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 6,580 | $302.0K | 0.07% | +41+0.6% | Added |
| Humankind Investments LLC | 6,556 | $301.0K | 0.14% | −3,877−37.2% | Reduced |
| Commerce Bank | 6,548 | $300.0K | 0.00% | +172+2.7% | Added |
| First Republic Investment Management, Inc. | 6,510 | $298.0K | 0.00% | +96+1.5% | Added |
| Advisors Capital Management, LLC | 6,477 | $297.0K | 0.01% | −15−0.2% | Reduced |
| Hartline Investment Corp | 6,190 | $293.0K | 0.05% | +1,500+32.0% | Added |
| Coldstream Capital Management Inc | 6,373 | $292.0K | 0.01% | −148−2.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,350 | $291.0K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 6,345 | $291.0K | 0.00% | +636+11.1% | Added |
| First American Bank | 6,292 | $288.5K | 0.03% | −44,926−87.7% | Reduced |
| MidWestOne Financial Group, Inc. | 6,250 | $287.0K | 0.07% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $287.0K | 0.07% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 6,237 | $286.0K | 0.01% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 6,232 | $285.7K | 0.01% | 00.0% | Unchanged |
| Planning Directions Inc | 6,208 | $285.0K | 0.22% | +670+12.1% | Added |
| Northwestern Mutual Wealth Management Co | 6,190 | $284.0K | 0.00% | −499−7.5% | Reduced |
| Veritable, L.P. | 6,197 | $284.0K | 0.01% | +206+3.4% | Added |
| Argent Trust Co | 6,175 | $283.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,099 | $280.0K | 0.01% | +14+0.2% | Added |
| Charter Trust Co | 6,054 | $278.0K | 0.02% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 6,014 | $276.0K | 0.15% | 00.0% | Unchanged |
| Blair William & Co | 5,950 | $273.0K | 0.00% | +500+9.2% | Added |
| Leonteq Securities AG | 5,948 | $272.7K | 0.01% | −280−4.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,955 | $272.0K | 0.03% | +29+0.5% | Added |
| Charter Research & Investment Group, Inc. | 5,930 | $272.0K | 0.25% | 00.0% | Unchanged |
| Jane Street Group, LLC | 5,904 | $271.0K | 0.00% | −88,969−93.8% | Reduced |
| Fulton Bank, N.A. | 5,909 | $271.0K | 0.02% | −205−3.4% | Reduced |
| Raymond James Trust N.A. | 5,894 | $270.0K | 0.01% | −1,430−19.5% | Reduced |
| Geneos Wealth Management Inc. | 5,697 | $270.0K | 0.01% | −263−4.4% | Reduced |
| Stillwater Capital Advisors, LLC | 5,879 | $270.0K | 0.05% | +1,922+48.6% | Added |
| Coho Partners, Ltd. | 5,840 | $268.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 5,825 | $267.1K | 0.19% | +5,825 | New |
| Private Trust Co NA | 5,680 | $260.0K | 0.04% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 5,650 | $259.0K | 0.02% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 5,200 | $256.0K | 0.25% | −600−10.3% | Reduced |
| Wetherby Asset Management Inc | 5,471 | $251.0K | 0.02% | −2,336−29.9% | Reduced |
| Glenview Trust Co | 5,392 | $247.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,289 | $243.0K | 0.00% | +5,289 | New |
| Brown Miller Wealth Management, LLC | 5,268 | $241.0K | 0.16% | +5+0.1% | Added |
| Accel Wealth Management | 5,057 | $240.0K | 0.14% | +19+0.4% | Added |
| Univest Financial Corp | 5,179 | $237.0K | 0.08% | −457−8.1% | Reduced |
| Ironwood Investment Counsel, LLC | 5,100 | $233.0K | 0.07% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 5,092 | $233.0K | 0.62% | +5,092 | New |
| Nations Financial Group Inc, | 5,034 | $231.0K | 0.03% | +15+0.3% | Added |
| Martingale Asset Management L P | 5,000 | $230.0K | 0.00% | −500−9.1% | Reduced |
| Bluestein R H & Co | 5,000 | $229.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,000 | $229.0K | 0.02% | 00.0% | Unchanged |
| Wade G W & Inc | 4,972 | $228.0K | 0.01% | +100+2.1% | Added |
| Centaurus Financial, Inc. | 4,870 | $223.0K | 0.02% | −5−0.1% | Reduced |
| Colony Group LLC | 4,838 | $222.0K | 0.00% | −415−7.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,817 | $221.0K | 0.02% | +444+10.2% | Added |
| Ethic Inc. | 4,806 | $220.0K | 0.02% | +118+2.5% | Added |
| Jupiter Asset Management Ltd | 4,746 | $218.0K | 0.00% | −2,246−32.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,750 | $218.0K | 0.02% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,648 | $213.0K | 0.01% | −301−6.1% | Reduced |
| Howland Capital Management LLC | 4,595 | $211.0K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,590 | $210.0K | 0.00% | −1,641−26.3% | Reduced |
| Murphy Capital Management Inc | 4,577 | $209.0K | 0.03% | −300−6.2% | Reduced |
| Hightower 6M Holding, LLC | 4,507 | $207.0K | 0.02% | +4,507 | New |
| Advisor Partners LLC | 4,463 | $205.0K | 0.01% | +134+3.1% | Added |
| Money Concepts Capital Corp | 4,293 | $204.0K | 0.02% | −2,562−37.4% | Reduced |
| Davis R M Inc | 4,433 | $203.0K | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,402 | $202.0K | 0.03% | +4,402 | New |
| AlphaCrest Capital Management LLC | 4,375 | $201.0K | 0.01% | −2,266−34.1% | Reduced |
| Paradigm Asset Management Co LLC | 4,300 | $197.2K | 0.06% | +4,300 | New |
| Ellis Investment Partners, LLC | 4,213 | $193.0K | 0.05% | +54+1.3% | Added |
| Wellington Shields Capital Management, LLC | 4,166 | $191.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,314 | $171.0K | 0.01% | −1,689−33.8% | Reduced |
| American Portfolios Advisors | 3,616 | $165.8K | 0.01% | −542−13.0% | Reduced |
| CWM, LLC | 3,558 | $163.0K | 0.00% | +2,773+353.2% | Added |
| Truvestments Capital LLC | 3,506 | $161.0K | 0.09% | +3,506 | New |
| Tompkins Financial Corp | 3,419 | $157.0K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,391 | $156.0K | 0.01% | −1,363−28.7% | Reduced |
| Spire Wealth Management | 3,387 | $155.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,364 | $154.0K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,346 | $153.4K | 0.01% | +3,346 | New |
| Benjamin F. Edwards & Company, Inc. | 3,341 | $153.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 3,141 | $144.0K | 0.00% | −445−12.4% | Reduced |
| Hanson & Doremus Investment Management | 3,142 | $144.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 2,930 | $134.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,875 | $132.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,768 | $127.0K | 0.00% | +37+1.4% | Added |
| Bartlett & Co. Wealth Management LLC | 2,768 | $126.9K | 0.00% | +37+1.4% | Added |
| TD Private Client Wealth LLC | 2,703 | $123.9K | 0.01% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 2,543 | $116.6K | 0.06% | +2,543 | New |
| GPS Wealth Strategies Group, LLC | 2,492 | $114.0K | 0.03% | −319−11.3% | Reduced |
| Hudock, Inc. | 2,501 | $114.0K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,450 | $112.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,349 | $108.0K | 0.01% | −144−5.8% | Reduced |
| Clearstead Advisors, LLC | 2,317 | $106.0K | 0.01% | +14+0.6% | Added |
| Addison Advisors LLC | 2,313 | $106.0K | 0.06% | +1,500+184.5% | Added |
| Montag A & Associates Inc | 2,300 | $105.0K | 0.01% | −500−17.9% | Reduced |
| Fifth Third Bancorp | 2,214 | $102.0K | 0.00% | +1,846+501.6% | Added |
| Harbour Investments, Inc. | 2,108 | $97.0K | 0.01% | +2,108 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,000 | $92.0K | 0.00% | 00.0% | Unchanged |