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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 1,900 | $90.0K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 1,959 | $89.8K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,875 | $86.0K | 0.01% | +1,875 | New |
| Allworth Financial LP | 1,858 | $85.0K | 0.00% | +8+0.4% | Added |
| Total Clarity Wealth Management, Inc. | 1,864 | $85.0K | 0.04% | +1,864 | New |
| Ci Investments Inc. | 1,780 | $82.0K | 0.00% | −1,378−43.6% | Reduced |
| Baystate Wealth Management LLC | 1,767 | $81.0K | 0.01% | +6+0.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $78.0K | 0.04% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,690 | $77.0K | 0.00% | +1,033+157.2% | Added |
| Bromfield Sneider Wealth Advisors | 1,657 | $76.0K | 0.09% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,666 | $76.0K | 0.02% | +1,666 | New |
| Old Second National Bank of Aurora | 1,600 | $73.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,560 | $72.0K | 0.01% | −1,560−50.0% | Reduced |
| Endurance Wealth Management, Inc. | 1,500 | $69.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,500 | $69.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,486 | $68.0K | 0.00% | −107−6.7% | Reduced |
| Brown Brothers Harriman & Co | 1,468 | $67.0K | 0.00% | +1,000+213.7% | Added |
| Kepos Capital LP | 1,387 | $64.0K | 0.01% | −2,224−61.6% | Reduced |
| Signaturefd, LLC | 1,310 | $60.0K | 0.00% | −1,226−48.3% | Reduced |
| Cyrus J. Lawrence, LLC | 1,292 | $59.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,142 | $59.0K | 0.00% | +1,142 | New |
| Sound Income Strategies, LLC | 1,258 | $58.0K | 0.01% | +2+0.2% | Added |
| Peoples Financial Services Corp. | 1,250 | $57.0K | 0.03% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,223 | $56.0K | 0.04% | +7+0.6% | Added |
| Birch Capital Management, LLC | 1,169 | $53.6K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,166 | $53.0K | 0.01% | −1−0.1% | Reduced |
| Arrow Financial Corp | 1,082 | $50.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 1,085 | $50.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,085 | $50.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,075 | $49.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,041 | $48.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,031 | $47.0K | 0.04% | −493−32.3% | Reduced |
| Selective Wealth Management, Inc. | 1,000 | $46.0K | 0.02% | +300+42.9% | Added |
| Motco | 969 | $44.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 914 | $42.0K | 0.01% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 905 | $41.0K | 0.05% | 00.0% | Unchanged |
| ACG Wealth | 900 | $41.0K | 0.01% | +900 | New |
| FourThought Financial, LLC | 824 | $38.0K | 0.01% | +200+32.1% | Added |
| Pflug Koory, LLC | 814 | $37.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $37.0K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 794 | $36.0K | 0.03% | −382−32.5% | Reduced |
| Simplex Trading, LLC | 800 | $36.0K | 0.00% | +800 | New |
| MCF Advisors LLC | 744 | $34.0K | 0.00% | +4+0.5% | Added |
| Proequities, Inc. | 698 | $32.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 696 | $32.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 705 | $32.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 658 | $30.2K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 669 | $30.0K | 0.01% | +4+0.6% | Added |
| First PREMIER Bank | 650 | $30.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 561 | $26.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 519 | $24.0K | 0.01% | −107−17.1% | Reduced |
| HC Financial Advisors Inc | 531 | $24.0K | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 515 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 517 | $24.0K | 0.03% | +4+0.8% | Added |
| Sutton Wealth Advisors Inc. | 520 | $23.8K | 0.01% | −20−3.7% | Reduced |
| Salem Investment Counselors Inc | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 500 | $23.0K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $23.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 500 | $23.0K | 0.02% | +500 | New |
| Disciplined Investments, LLC | 471 | $22.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 465 | $21.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 461 | $21.0K | 0.01% | +2+0.4% | Added |
| M&R Capital Management Inc | 448 | $20.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 430 | $20.0K | 0.01% | +430 | New |
| Essex Investment Management Co LLC | 425 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 423 | $19.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 404 | $19.0K | 0.01% | +1+0.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 424 | $19.0K | 0.02% | +424 | New |
| Allspring Global Investments Holdings, LLC | 397 | $18.0K | 0.00% | −16,340−97.6% | Reduced |
| JFS Wealth Advisors, LLC | 392 | $18.0K | 0.00% | −38−8.8% | Reduced |
| Norwood Financial Corp | 375 | $17.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 382 | $17.0K | 0.00% | +2+0.5% | Added |
| Robbins Farley LLC | 375 | $17.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 380 | $17.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 361 | $17.0K | 0.00% | +48+15.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 368 | $17.0K | 0.00% | +182+97.8% | Added |
| Resources Management Corp | 357 | $16.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 352 | $16.0K | 0.00% | +352 | New |
| Quent Capital, LLC | 338 | $15.0K | 0.00% | −6−1.7% | Reduced |
| New Millennium Group LLC | 319 | $15.0K | 0.02% | +319 | New |
| CNB Bank | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 310 | $14.0K | 0.01% | +310 | New |
| Financial Connections Group, Inc. | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 285 | $13.0K | 0.00% | +2+0.7% | Added |
| Capital Advisors, Ltd. LLC | 274 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 234 | $11.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 256 | $11.0K | 0.00% | +236+1,180.0% | Added |
| American State Bank (Iowa) | 210 | $9.63K | 0.01% | +210 | New |
| Atlas Capital Advisors LLC | 200 | $9.17K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 201 | $9.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 190 | $9.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 181 | $8.00K | 0.00% | −1,113−86.0% | Reduced |
| Lindbrook Capital, LLC | 179 | $8.00K | 0.00% | −7−3.8% | Reduced |
| Global Retirement Partners, LLC | 181 | $8.00K | 0.00% | +23+14.6% | Added |
| Sandy Spring Bank | 164 | $8.00K | 0.00% | +58+54.7% | Added |
| Fieldpoint Private Securities, LLC | 150 | $7.00K | 0.00% | −375−71.4% | Reduced |
| GW&K Investment Management, LLC | 145 | $7.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 150 | $7.00K | 0.01% | +150 | New |
| Ellevest, Inc. | 135 | $6.00K | 0.00% | −196−59.2% | Reduced |
| Evoke Wealth, LLC | 132 | $6.00K | 0.00% | 00.0% | Unchanged |