Essential Utilities, Inc.

WTRG

Exchange: NYSE
Industry: Water Supply
SEC CIK: 0000078128

SEC filings (opens in a new tab)

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

Value heldQ2 2022: $8.55B

Institutions holding WTRG and their total value by quarter
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.

Institutions holding WTRG in Q2 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Lansing Street Advisors	140	$6.00K	0.00%	00.0%	Unchanged
Country Trust Bank	124	$6.00K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	138	$6.00K	0.00%	+138	New
CX Institutional	135	$6.00K	0.00%	+135	New
Heritage Financial Services, LLC	146	$6.00K	0.00%	+146	New
Castle Wealth Management LLC	136	$6.00K	0.00%	+136	New
Versant Capital Management, Inc	115	$5.00K	0.00%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	112	$5.00K	0.00%	+1+0.9%	Added
Oliver Lagore Vanvalin Investment Group	100	$5.00K	0.00%	00.0%	Unchanged
Optimum Investment Advisors	115	$5.00K	0.00%	+115	New
CoreFirst Bank & Trust	100	$5.00K	0.00%	+100	New
Bell Investment Advisors, Inc	103	$5.00K	0.00%	+103	New
Sageworth Trust Co of South Dakota	89	$4.00K	0.01%	00.0%	Unchanged
Tradewinds Capital Management, LLC	70	$3.00K	0.00%	−1,757−96.2%	Reduced
Glassman Wealth Services	66	$3.00K	0.00%	−29−30.5%	Reduced
McIlrath & Eck, LLC	69	$3.00K	0.00%	00.0%	Unchanged
Investors Asset Management of Georgia Inc	66	$3.00K	0.00%	+66	New
Prospera Financial Services Inc	40	$2.00K	0.00%	−1,332−97.1%	Reduced
Massmutual Trust Co FSB	41	$2.00K	0.00%	+26+173.3%	Added
Schubert & Co	47	$2.00K	0.00%	+20+74.1%	Added
Loomis Sayles & Co L P	37	$2.00K	0.00%	+37	New
Hallmark Capital Management Inc	44	$2.00K	0.00%	+44	New
Raffa Wealth Management, LLC	31	$1.42K	0.00%	00.0%	Unchanged
CVA Family Office, LLC	25	$1.00K	0.00%	−35−58.3%	Reduced
Ulland Investment Advisors, LLC	30	$1.00K	0.00%	00.0%	Unchanged
Valley National Advisers Inc	20	$1.00K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	25	$1.00K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	25	$1.00K	0.00%	+25	New
Sierra Capital LLC	31	$1.00K	0.00%	+31	New
Avion Wealth	28	$1.00K	0.00%	+28	New
Parkside Financial Bank & Trust	10	$0	0.00%	−19−65.5%	Reduced
Assetmark, Inc	7	$0	0.00%	+7	New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	17	$0	0.00%	+17	New
BerganKDV Wealth Management, LLC	9	$0	0.00%	+9	New
Steward Financial Group LLC	10	$0	0.00%	+10	New
Transamerica Financial Advisors, Inc.	1	–	–	+1	New
AMP Capital Investors Ltd	0	$0	0.00%	−293,778−100.0%	Sold out
Erste Asset Management GmbH	0	$0	0.00%	−218,810−100.0%	Sold out
Brandywine Global Investment Management, LLC	0	$0	0.00%	−159,438−100.0%	Sold out
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	0	$0	0.00%	−156,274−100.0%	Sold out
Massachusetts Financial Services Co	0	$0	0.00%	−141,198−100.0%	Sold out
Allstate Corp	0	$0	0.00%	−41,255−100.0%	Sold out
Handelsbanken Fonder AB	0	$0	0.00%	−40,267−100.0%	Sold out
CoreCommodity Management, LLC	0	$0	0.00%	−27,321−100.0%	Sold out
Csenge Advisory Group	0	$0	0.00%	−23,295−100.0%	Sold out
Financial Architects, Inc	0	$0	0.00%	−22,692−100.0%	Sold out
Squarepoint Ops LLC	0	$0	0.00%	−21,661−100.0%	Sold out
O'Shares Investment Advisers, LLC	0	$0	0.00%	−12,284−100.0%	Sold out
Teza Capital Management LLC	0	$0	0.00%	−9,753−100.0%	Sold out
Oak Thistle LLC	0	$0	0.00%	−9,626−100.0%	Sold out
Axxcess Wealth Management, LLC	0	$0	0.00%	−8,646−100.0%	Sold out
Stratos Wealth Advisors, LLC	0	$0	0.00%	−8,091−100.0%	Sold out
BBR Partners, LLC	0	$0	0.00%	−7,141−100.0%	Sold out
Zimmermann Investment Management & Planning LLC	0	$0	0.00%	−7,051−100.0%	Sold out
Eagle Ridge Investment Management	0	$0	0.00%	−6,580−100.0%	Sold out
Bayesian Capital Management, LP	0	$0	0.00%	−6,000−100.0%	Sold out
Aveo Capital Partners, LLC	0	$0	0.00%	−5,471−100.0%	Sold out
Seven Eight Capital, LP	0	$0	0.00%	−5,335−100.0%	Sold out
Balyasny Asset Management LLC	0	$0	0.00%	−5,210−100.0%	Sold out
Fulton Breakefield Broenniman LLC	0	$0	0.00%	−5,150−100.0%	Sold out
Jump Financial, LLC	0	$0	0.00%	−5,093−100.0%	Sold out
Fox Run Management, L.L.C.	0	$0	0.00%	−4,894−100.0%	Sold out
Linscomb & Williams, Inc.	0	$0	0.00%	−4,863−100.0%	Sold out
Winton Group Ltd	0	$0	0.00%	−4,478−100.0%	Sold out
Perigon Wealth Management, LLC	0	$0	0.00%	−4,461−100.0%	Sold out
Ellsworth Advisors, LLC	0	$0	0.00%	−4,500−100.0%	Sold out
Headinvest, LLC	0	$0	0.00%	−4,350−100.0%	Sold out
Clark Capital Management Group, Inc.	0	$0	0.00%	−4,243−100.0%	Sold out
CTC Capital Management, LLC	0	$0	0.00%	−4,200−100.0%	Sold out
Lountzis Asset Management, LLC	0	$0	0.00%	−4,191−100.0%	Sold out
Independent Investors Inc	0	$0	0.00%	−4,166−100.0%	Sold out
Insight 2811, Inc.	0	$0	0.00%	−4,174−100.0%	Sold out
Moreno Evelyn V	0	$0	0.00%	−4,118−100.0%	Sold out
Cigna Investments Inc	0	$0	0.00%	−4,096−100.0%	Sold out
Kestra Private Wealth Services, LLC	0	$0	0.00%	−4,107−100.0%	Sold out
We Are One Seven, LLC	0	$0	0.00%	−3,963−100.0%	Sold out
Group One Trading, L.P.	0	$0	0.00%	−2,000−100.0%	Sold out
Tobam	0	$0	0.00%	−1,161−100.0%	Sold out
Sandy Cove Advisors, LLC	0	$0	0.00%	−1,000−100.0%	Sold out
Herold Advisors, Inc.	0	$0	0.00%	−800−100.0%	Sold out
Tarbox Family Office, Inc.	0	$0	0.00%	−761−100.0%	Sold out
1832 Asset Management L.P.	0	$0	0.00%	−750−100.0%	Sold out
Fortitude Advisory Group L.L.C.	0	$0	0.00%	−590−100.0%	Sold out
Koshinski Asset Management, Inc.	0	$0	0.00%	−416−100.0%	Sold out
Elequin Capital LP	0	$0	0.00%	−402−100.0%	Sold out
Bedel Financial Consulting, Inc.	0	$0	0.00%	−268−100.0%	Sold out
Dark Forest Capital Management LP	0	$0	0.00%	−276−100.0%	Sold out
Freedman Financial Associates, Inc.	0	$0	0.00%	−247−100.0%	Sold out
Gemmer Asset Management LLC	0	$0	0.00%	−244−100.0%	Sold out
TCWP LLC	0	$0	0.00%	−212−100.0%	Sold out
Lazard Asset Management LLC	0	$0	0.00%	−85−100.0%	Sold out
Conrad Siegel Investment Advisors, Inc.	0	$0	0.00%	−63−100.0%	Sold out
Covington Capital Management	0	$0	0.00%	−43−100.0%	Sold out
Cordant, Inc.	0	$0	0.00%	−44−100.0%	Sold out
Northwest Investment Counselors, LLC	0	$0	0.00%	−19−100.0%	Sold out
Clear Street Markets LLC	0	$0	0.00%	−10−100.0%	Sold out
Financial Management Professionals, Inc.	0	$0	0.00%	−24−100.0%	Sold out
NN Investment Partners Holdings N.V.	–	–	–	–	Not filed
Parametric Portfolio Associates LLC	–	–	–	–	Not filed
Amalgamated Financial Corp.	–	–	–	–	Not filed