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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 1,250 | $51.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,249 | $52.0K | 0.01% | −9−0.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $54.0K | 0.01% | −6,000−82.2% | Reduced |
| Signaturefd, LLC | 1,335 | $55.0K | 0.00% | +25+1.9% | Added |
| Simplex Trading, LLC | 1,336 | $55.0K | 0.00% | +536+67.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,400 | $58.0K | 0.00% | −600−30.0% | Reduced |
| Tobam | 1,439 | $60.0K | 0.00% | +1,439 | New |
| Endurance Wealth Management, Inc. | 1,500 | $62.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,560 | $65.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,600 | $66.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,620 | $67.0K | 0.00% | +134+9.0% | Added |
| Exos TFP Holdings LLC | 1,620 | $67.0K | 0.03% | +1,620 | New |
| Wellington Shields & Co., LLC | 1,666 | $69.0K | 0.03% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 1,657 | $69.0K | 0.08% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,693 | $70.0K | 0.00% | −87−4.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $70.0K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,680 | $70.0K | 0.00% | +212+14.4% | Added |
| Baystate Wealth Management LLC | 1,774 | $73.0K | 0.01% | +7+0.4% | Added |
| Kempen Capital Management N.V. | 1,802 | $75.0K | 0.00% | +1,802 | New |
| Trust Co of Vermont | 1,875 | $78.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,900 | $79.0K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 1,959 | $81.1K | 0.03% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,091 | $87.0K | 0.07% | +868+71.0% | Added |
| Itau Unibanco Holding S.A. | 2,187 | $90.0K | 0.00% | +1,826+505.8% | Added |
| Allworth Financial LP | 2,235 | $92.0K | 0.00% | +377+20.3% | Added |
| Montag A & Associates Inc | 2,300 | $95.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,313 | $96.0K | 0.06% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,366 | $97.0K | 0.01% | −3,331−58.5% | Reduced |
| Harbour Investments, Inc. | 2,108 | $97.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,363 | $97.0K | 0.00% | +1,966+495.2% | Added |
| Citizens National Bank Trust Department | 2,450 | $101.0K | 0.03% | 00.0% | Unchanged |
| Hudock, Inc. | 2,501 | $103.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,498 | $103.0K | 0.03% | +6+0.2% | Added |
| Oxler Private Wealth LLC | 2,557 | $105.8K | 0.06% | +14+0.6% | Added |
| Fifth Third Bancorp | 2,602 | $108.0K | 0.00% | +388+17.5% | Added |
| TD Private Client Wealth LLC | 2,703 | $111.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,731 | $113.0K | 0.00% | −37−1.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,731 | $113.0K | 0.00% | −37−1.3% | Reduced |
| Bank of New Hampshire | 2,875 | $119.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 2,930 | $122.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,074 | $127.2K | 0.01% | −542−15.0% | Reduced |
| Hanson & Doremus Investment Management | 3,142 | $130.0K | 0.03% | 00.0% | Unchanged |
| Kepos Capital LP | 3,182 | $132.0K | 0.02% | +1,795+129.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,341 | $138.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,364 | $139.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,419 | $141.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,536 | $146.0K | 0.04% | −677−16.1% | Reduced |
| Truvestments Capital LLC | 3,525 | $146.0K | 0.09% | +19+0.5% | Added |
| Cary Street Partners Asset Management LLC | 3,641 | $151.0K | 0.04% | +3,641 | New |
| Paradigm Asset Management Co LLC | 3,700 | $153.1K | 0.05% | −600−14.0% | Reduced |
| CWM, LLC | 3,773 | $156.0K | 0.00% | +215+6.0% | Added |
| Atlantic Trust, LLC | 3,830 | $158.0K | 0.05% | +2,330+155.3% | Added |
| Quadrant Capital Group LLC | 3,930 | $163.0K | 0.02% | +1,581+67.3% | Added |
| Wellington Shields Capital Management, LLC | 4,166 | $172.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,368 | $173.0K | 0.01% | +54+1.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 4,293 | $178.0K | 0.00% | +4,293 | New |
| Leonteq Securities AG | 4,655 | $192.6K | 0.01% | −1,293−21.7% | Reduced |
| Ironwood Investment Counsel, LLC | 4,889 | $202.0K | 0.06% | −211−4.1% | Reduced |
| Fox Run Management, L.L.C. | 4,872 | $202.0K | 0.08% | +4,872 | New |
| Wade G W & Inc | 4,982 | $206.0K | 0.01% | +10+0.2% | Added |
| Martingale Asset Management L P | 5,000 | $207.0K | 0.00% | 00.0% | Unchanged |
| Bluestein R H & Co | 5,000 | $207.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,000 | $207.0K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,041 | $209.0K | 0.05% | +5,041 | New |
| Resolution Capital Ltd | 5,110 | $211.0K | 0.00% | +5,110 | New |
| Univest Financial Corp | 5,179 | $214.0K | 0.07% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,246 | $217.0K | 0.02% | +376+7.7% | Added |
| Oak Thistle LLC | 5,245 | $217.0K | 0.78% | +5,245 | New |
| Brown Miller Wealth Management, LLC | 5,273 | $218.0K | 0.15% | +5+0.1% | Added |
| Accel Wealth Management | 5,077 | $222.0K | 0.12% | +20+0.4% | Added |
| Glenview Trust Co | 5,392 | $223.0K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 5,398 | $223.0K | 0.01% | +5,398 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $229.0K | 0.07% | 00.0% | Unchanged |
| Virtu Financial LLC | 5,530 | $229.0K | 0.02% | +5,530 | New |
| First American Bank | 5,560 | $230.1K | 0.02% | −732−11.6% | Reduced |
| Holocene Advisors, LP | 5,657 | $234.0K | 0.00% | −40,841−87.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,650 | $234.0K | 0.02% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 5,714 | $236.0K | 0.14% | −300−5.0% | Reduced |
| Capula Management Ltd | 5,710 | $236.0K | 0.03% | +5,710 | New |
| Tokio Marine Asset Management Co Ltd | 5,749 | $238.0K | 0.02% | +932+19.3% | Added |
| Stratos Wealth Partners, LTD. | 5,763 | $239.0K | 0.01% | −336−5.5% | Reduced |
| Oppenheimer & Co Inc | 5,840 | $242.0K | 0.01% | −8,700−59.8% | Reduced |
| Private Trust Co NA | 5,858 | $242.0K | 0.04% | +178+3.1% | Added |
| Raymond James Trust N.A. | 5,875 | $243.0K | 0.01% | −19−0.3% | Reduced |
| Stillwater Capital Advisors, LLC | 5,879 | $243.0K | 0.06% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,866 | $243.0K | 0.04% | +832+16.5% | Added |
| Charter Research & Investment Group, Inc. | 5,930 | $245.0K | 0.25% | 00.0% | Unchanged |
| Blair William & Co | 5,950 | $246.0K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,012 | $249.0K | 0.03% | +57+1.0% | Added |
| Echo Street Capital Management LLC | 6,048 | $250.0K | 0.00% | +6,048 | New |
| Charter Trust Co | 6,054 | $251.0K | 0.02% | 00.0% | Unchanged |
| Veritable, L.P. | 6,112 | $253.0K | 0.00% | −85−1.4% | Reduced |
| Fulton Bank, N.A. | 6,132 | $253.0K | 0.02% | +223+3.8% | Added |
| Prio Wealth Limited Partnership | 6,232 | $257.9K | 0.01% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 6,234 | $258.0K | 0.31% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 6,237 | $258.0K | 0.01% | 00.0% | Unchanged |
| Planning Directions Inc | 6,234 | $258.0K | 0.21% | +26+0.4% | Added |
| MidWestOne Financial Group, Inc. | 6,250 | $259.0K | 0.07% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,258 | $259.0K | 0.02% | +787+14.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,350 | $263.0K | 0.02% | 00.0% | Unchanged |