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 |
|---|---|---|---|---|---|
| Cannell Peter B & Co Inc | 6,400 | $265.0K | 0.01% | −400−5.9% | Reduced |
| Commerce Bank | 6,431 | $266.0K | 0.00% | −117−1.8% | Reduced |
| Argent Trust Co | 6,550 | $271.0K | 0.02% | +375+6.1% | Added |
| Meridian Wealth Partners, LLC | 6,580 | $272.0K | 0.07% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 6,609 | $274.0K | 0.04% | −220−3.2% | Reduced |
| First Republic Investment Management, Inc. | 6,648 | $275.0K | 0.00% | +138+2.1% | Added |
| Capital CS Group, LLC | 6,673 | $276.0K | 0.31% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 6,700 | $277.0K | 0.02% | −180−2.6% | Reduced |
| Alps Advisors Inc | 6,753 | $279.0K | 0.00% | −6,189−47.8% | Reduced |
| PDT Partners, LLC | 6,779 | $281.0K | 0.04% | +6,779 | New |
| Schroder Investment Management Group | 6,859 | $284.0K | 0.00% | −3,336−32.7% | Reduced |
| Maryland Capital Management | 6,951 | $288.0K | 0.02% | +6,951 | New |
| Humankind Investments LLC | 6,993 | $289.0K | 0.14% | +437+6.7% | Added |
| Joel Isaacson & Co., LLC | 7,008 | $290.0K | 0.03% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 7,034 | $291.0K | 0.18% | −218−3.0% | Reduced |
| Kingfisher Capital LLC | 7,038 | $291.0K | 0.08% | +41+0.6% | Added |
| RTD Financial Advisors, Inc. | 7,103 | $294.0K | 0.05% | −2,000−22.0% | Reduced |
| First Affirmative Financial Network | 7,110 | $294.0K | 0.37% | −411−5.5% | Reduced |
| CAPROCK Group, Inc. | 7,262 | $301.0K | 0.03% | +446+6.5% | Added |
| Providence Wealth Advisors, LLC | 6,835 | $303.0K | 0.23% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,487 | $303.0K | 0.01% | +10+0.2% | Added |
| Wealthstar Advisors, LLC | 7,330 | $304.0K | 0.14% | +7,330 | New |
| Northstar Asset Management LLC | 7,385 | $306.0K | 0.10% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 7,390 | $306.0K | 0.02% | +7,390 | New |
| Versor Investments LP | 7,432 | $308.0K | 0.02% | +7,432 | New |
| Ethic Inc. | 7,497 | $310.0K | 0.02% | +2,691+56.0% | Added |
| Dearborn Partners LLC | 7,516 | $311.0K | 0.01% | +9+0.1% | Added |
| Pinnacle Associates Ltd | 7,537 | $312.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 7,646 | $316.4K | 0.05% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 7,708 | $319.0K | 0.21% | −4,145−35.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,730 | $320.0K | 0.00% | +1,540+24.9% | Added |
| HBK Sorce Advisory LLC | 7,760 | $321.0K | 0.02% | −390−4.8% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 7,774 | $322.0K | 0.10% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 7,871 | $325.0K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,844 | $325.0K | 0.00% | +982+14.3% | Added |
| Birch Hill Investment Advisors LLC | 7,893 | $327.0K | 0.02% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 8,000 | $331.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 7,798 | $333.0K | 0.01% | −912−10.5% | Reduced |
| Girard Partners Ltd. | 8,135 | $336.0K | 0.04% | +35+0.4% | Added |
| Gamble Jones Investment Counsel | 8,168 | $338.0K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 8,157 | $338.0K | 0.01% | +8,157 | New |
| Beacon Pointe Advisors, LLC | 8,182 | $341.0K | 0.01% | +18+0.2% | Added |
| Captrust Financial Advisors | 8,420 | $348.0K | 0.00% | +335+4.1% | Added |
| Apollon Wealth Management, LLC | 8,463 | $350.0K | 0.03% | +22+0.3% | Added |
| Teza Capital Management LLC | 8,469 | $350.0K | 0.07% | +8,469 | New |
| Fort Washington Investment Advisors Inc | 8,669 | $359.0K | 0.00% | −100−1.1% | Reduced |
| Assenagon Asset Management S.A. | 8,682 | $359.0K | 0.00% | +8,682 | New |
| EagleClaw Capital Managment, LLC | 8,802 | $364.0K | 0.10% | −460−5.0% | Reduced |
| Blume Capital Management, Inc. | 8,810 | $365.0K | 0.14% | −500−5.4% | Reduced |
| Point72 Hong Kong Ltd | 8,850 | $366.0K | 0.02% | +8,850 | New |
| Central Trust Co | 8,889 | $368.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 8,901 | $368.3K | 0.00% | 00.0% | Unchanged |
| Rockland Trust Co | 8,926 | $370.0K | 0.03% | −719−7.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,931 | $370.0K | 0.01% | +272+3.1% | Added |
| HB Wealth Management, LLC | 9,006 | $373.0K | 0.01% | −26−0.3% | Reduced |
| Levy Wealth Management Group, LLC | 9,041 | $374.0K | 0.16% | +10.0% | Added |
| Foundations Investment Advisors, LLC | 9,069 | $375.0K | 0.02% | +19+0.2% | Added |
| Marcum Wealth, LLC | 9,075 | $376.0K | 0.06% | +30.0% | Added |
| Diversified, LLC | 9,180 | $380.0K | 0.19% | +6+0.1% | Added |
| HRT Financial LP | 9,377 | $388.0K | 0.00% | +9,377 | New |
| Tower Wealth Partners, Inc. | 8,790 | $389.0K | 0.37% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 9,515 | $394.0K | 0.02% | +44+0.5% | Added |
| Arrowstreet Capital, Limited Partnership | 9,717 | $402.0K | 0.00% | −2,990−23.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,705 | $402.0K | 0.02% | +33+0.3% | Added |
| J.W. Cole Advisors, Inc. | 9,767 | $404.0K | 0.03% | +11+0.1% | Added |
| Keybank National Association | 9,969 | $413.0K | 0.00% | +500+5.3% | Added |
| Umb Bank N A | 10,159 | $420.0K | 0.01% | −26,837−72.5% | Reduced |
| Susquehanna International Group, LLP | 10,177 | $421.0K | 0.00% | −9,754−48.9% | Reduced |
| Natixis Investment Managers International | 10,309 | $426.0K | 0.03% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 10,373 | $429.0K | 0.08% | +150+1.5% | Added |
| Quantamental Technologies LLC | 10,360 | $429.0K | 0.17% | +10,360 | New |
| Blossom Wealth Management | 10,419 | $431.0K | 2.43% | +35+0.3% | Added |
| Swiss Life Asset Management Ltd | 10,445 | $431.9K | 0.01% | −6,526−38.5% | Reduced |
| Huntington National Bank | 10,474 | $434.0K | 0.00% | −1,779−14.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 10,531 | $436.0K | 0.00% | −169−1.6% | Reduced |
| Great Valley Advisor Group, Inc. | 10,662 | $441.0K | 0.02% | −267−2.4% | Reduced |
| TrinityPoint Wealth, LLC | 10,773 | $446.0K | 0.10% | +50.0% | Added |
| BKD Wealth Advisors, LLC | 10,801 | $447.0K | 0.02% | −10.0% | Reduced |
| Advisory Services Network, LLC | 10,934 | $452.0K | 0.02% | −95−0.9% | Reduced |
| SeaCrest Wealth Management, LLC | 10,937 | $453.0K | 0.07% | +10.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,960 | $453.5K | 0.05% | −11,950−52.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,964 | $454.0K | 0.26% | −1,000−8.4% | Reduced |
| Cetera Investment Advisers | 11,010 | $456.0K | 0.01% | −7,530−40.6% | Reduced |
| Tiaa, FSB | 11,036 | $457.0K | 0.00% | +100+0.9% | Added |
| W.H. Cornerstone Investments Inc. | 11,243 | $458.0K | 0.48% | +11,243 | New |
| Sigma Planning Corp | 11,250 | $466.0K | 0.02% | +2,258+25.1% | Added |
| Mirabella Financial Services LLP | 11,074 | $469.0K | 0.05% | +739+7.2% | Added |
| Wealth Effects LLC | 11,382 | $471.0K | 0.29% | +10.0% | Added |
| Welch & Forbes LLC | 11,687 | $484.0K | 0.01% | −176−1.5% | Reduced |
| Unigestion Holding SA | 11,570 | $490.0K | 0.03% | −7,908−40.6% | Reduced |
| Shelton Capital Management | 11,853 | $490.0K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 11,859 | $490.7K | 0.01% | −5,415−31.3% | Reduced |
| American Century Companies Inc | 11,924 | $493.0K | 0.00% | −2,471−17.2% | Reduced |
| Exchange Traded Concepts, LLC | 12,017 | $497.0K | 0.02% | −1,176−8.9% | Reduced |
| Tower Research Capital LLC (TRC) | 12,189 | $504.0K | 0.01% | −4,471−26.8% | Reduced |
| Institute for Wealth Management, LLC. | 12,340 | $511.0K | 0.11% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,664 | $524.0K | 0.04% | −838−6.2% | Reduced |
| Toroso Investments, LLC | 12,690 | $525.0K | 0.02% | +9,299+274.2% | Added |
| Illinois Municipal Retirement Fund | 12,828 | $531.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,989 | $537.0K | 0.01% | +3,943+43.6% | Added |