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, Q3 2022
Institutional positions in Essential Utilities, Inc. as of Sep 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
- 637
- +9 vs. Q2 2022
- Shares held
- 188.9M
- +2.28M (+1.2%) vs. Q2 2022
- Total value
- $7.82B
- −$729.8M (−8.5%) vs. Q2 2022
- New holders
- 64
- 246 more added
- Sold out
- 55
- 175 more reduced
8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 10 | $0 | 0.00% | −56−84.8% | Reduced |
| Parkside Financial Bank & Trust | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11 | $0 | 0.00% | +11 | New |
| Tucker Asset Management LLC | 9 | $398 | 0.00% | +9 | New |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.00K | 0.00% | +14 | New |
| EdgeRock Capital LLC | 32 | $1.00K | 0.00% | +32 | New |
| Raffa Wealth Management, LLC | 31 | $1.28K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 58 | $2.00K | 0.00% | +11+23.4% | Added |
| Hexagon Capital Partners LLC | 59 | $2.00K | 0.00% | +59 | New |
| Tradewinds Capital Management, LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 124 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 132 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 121 | $5.00K | 0.00% | +6+5.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 112 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 110 | $5.00K | 0.00% | +110 | New |
| Lindbrook Capital, LLC | 137 | $6.00K | 0.00% | −42−23.5% | Reduced |
| GW&K Investment Management, LLC | 145 | $6.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 150 | $6.00K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 138 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 136 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 142 | $6.00K | 0.00% | +101+246.3% | Added |
| Westside Investment Management, Inc. | 156 | $6.00K | 0.00% | +156 | New |
| Thompson Siegel & Walmsley LLC | 181 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 164 | $7.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $8.00K | 0.00% | −3,187−94.1% | Reduced |
| South State Corp. | 201 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 234 | $9.00K | 0.00% | −22−8.6% | Reduced |
| Bell Investment Advisors, Inc | 219 | $9.00K | 0.00% | +116+112.6% | Added |
| Osterweis Capital Management Inc | 206 | $9.00K | 0.00% | +206 | New |
| NVWM, LLC | 221 | $9.00K | 0.00% | +221 | New |
| TD Waterhouse Canada Inc. | 234 | $10.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 260 | $11.0K | 0.00% | +79+43.6% | Added |
| CNB Bank | 300 | $12.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 286 | $12.0K | 0.00% | +1+0.4% | Added |
| Financial Connections Group, Inc. | 300 | $12.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 320 | $13.0K | 0.01% | +1+0.3% | Added |
| Riverview Trust Co | 310 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 307 | $13.0K | 0.00% | +33+12.0% | Added |
| Jones Financial Companies LLLP | 311 | $13.0K | 0.00% | +311 | New |
| Covestor Ltd | 337 | $14.0K | 0.01% | −457−57.6% | Reduced |
| Quent Capital, LLC | 338 | $14.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 375 | $15.0K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 357 | $15.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 373 | $15.4K | 0.00% | +373 | New |
| Robbins Farley LLC | 375 | $16.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 380 | $16.0K | 0.01% | 00.0% | Unchanged |
| Surevest, LLC | 415 | $17.0K | 0.00% | −46−10.0% | Reduced |
| Mascoma Wealth Management LLC | 405 | $17.0K | 0.01% | +1+0.2% | Added |
| M&R Capital Management Inc | 448 | $18.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 430 | $18.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 425 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 423 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 424 | $18.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 462 | $19.0K | 0.00% | −3−0.6% | Reduced |
| JFS Wealth Advisors, LLC | 463 | $19.0K | 0.00% | +71+18.1% | Added |
| Disciplined Investments, LLC | 478 | $20.0K | 0.01% | +7+1.5% | Added |
| McIlrath & Eck, LLC | 493 | $20.0K | 0.01% | +424+614.5% | Added |
| Cyrus J. Lawrence, LLC | 517 | $21.0K | 0.01% | −775−60.0% | Reduced |
| Piscataqua Savings Bank | 500 | $21.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 500 | $21.0K | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 515 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 519 | $22.0K | 0.03% | +2+0.4% | Added |
| Sutton Wealth Advisors Inc. | 541 | $22.4K | 0.01% | +21+4.0% | Added |
| HHM Wealth Advisors, LLC | 561 | $23.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 545 | $23.0K | 0.01% | +26+5.0% | Added |
| Barrett & Company, Inc. | 500 | $23.9K | 0.02% | +500 | New |
| First PREMIER Bank | 650 | $27.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 650 | $27.0K | 0.00% | +650 | New |
| Halpern Financial, Inc. | 658 | $27.2K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 666 | $28.0K | 0.00% | −419−38.6% | Reduced |
| First Command Financial Services, Inc. | 666 | $28.0K | 0.00% | −419−38.6% | Reduced |
| Princeton Global Asset Management LLC | 705 | $29.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 749 | $31.0K | 0.00% | +5+0.7% | Added |
| Proequities, Inc. | 774 | $32.0K | 0.00% | +76+10.9% | Added |
| First Community Trust NA | 802 | $33.0K | 0.04% | 00.0% | Unchanged |
| FourThought Financial, LLC | 824 | $34.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 814 | $34.0K | 0.02% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 905 | $37.0K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 975 | $39.0K | 0.04% | +475+95.0% | Added |
| Motco | 969 | $40.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,000 | $41.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,041 | $43.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,073 | $44.0K | 0.01% | +404+60.4% | Added |
| Arrow Financial Corp | 1,082 | $45.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,138 | $47.0K | 0.01% | +63+5.9% | Added |
| Carolinas Wealth Consulting LLC | 1,166 | $48.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,097 | $51.0K | 0.00% | −45−3.9% | Reduced |