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 |
|---|---|---|---|---|---|
| SS&H Financial Advisors, Inc. | 13,074 | $541.0K | 0.28% | 00.0% | Unchanged |
| Inverness Counsel LLC | 13,135 | $544.0K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 13,169 | $545.0K | 0.05% | −215−1.6% | Reduced |
| JustInvest LLC | 13,229 | $547.0K | 0.02% | −2,511−16.0% | Reduced |
| Pathstone Family Office, LLC | 13,543 | $559.9K | 0.01% | +1,551+12.9% | Added |
| GWM Advisors LLC | 13,820 | $572.0K | 0.01% | −57−0.4% | Reduced |
| Manchester Capital Management LLC | 13,833 | $572.0K | 0.10% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 13,833 | $572.0K | 0.02% | +820+6.3% | Added |
| Vestcor Inc | 13,891 | $575.0K | 0.02% | +275+2.0% | Added |
| SG Americas Securities, LLC | 13,925 | $576.0K | 0.01% | −55,833−80.0% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $579.0K | 0.45% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,315 | $592.0K | 0.02% | −6,005−29.6% | Reduced |
| United Capital Financial Advisers, LLC | 14,333 | $593.0K | 0.00% | −530−3.6% | Reduced |
| Resurgent Financial Advisors LLC | 14,632 | $605.0K | 0.42% | 00.0% | Unchanged |
| Intech Investment Management LLC | 14,706 | $608.5K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,715 | $609.0K | 0.01% | +158+1.1% | Added |
| Good Life Advisors, LLC | 14,899 | $617.0K | 0.09% | +11+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 14,995 | $620.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 15,171 | $628.0K | 0.04% | +421+2.9% | Added |
| Clean Yield Group | 15,326 | $634.0K | 0.30% | 00.0% | Unchanged |
| First Pacific Financial | 15,398 | $637.0K | 0.37% | +697+4.7% | Added |
| Loudon Investment Management, LLC | 15,463 | $640.0K | 0.51% | −2,000−11.5% | Reduced |
| Mariner, LLC | 15,550 | $644.0K | 0.00% | −11,031−41.5% | Reduced |
| Ossiam | 15,633 | $647.0K | 0.02% | +15,633 | New |
| Verition Fund Management LLC | 15,780 | $653.0K | 0.01% | +2,280+16.9% | Added |
| Philadelphia Trust Co | 15,895 | $658.0K | 0.07% | 00.0% | Unchanged |
| Nordea Investment Management AB | 15,585 | $659.0K | 0.00% | +5,870+60.4% | Added |
| Meeder Asset Management Inc | 15,948 | $660.0K | 0.04% | +4,365+37.7% | Added |
| Advisors Asset Management, Inc. | 16,155 | $668.0K | 0.01% | +3,485+27.5% | Added |
| Rowland & Co Investment Counsel | 16,150 | $668.3K | 0.18% | +100+0.6% | Added |
| Lido Advisors, LLC | 16,315 | $675.0K | 0.01% | +16,315 | New |
| Maryland State Retirement & Pension System | 17,068 | $706.0K | 0.06% | 00.0% | Unchanged |
| FORA Capital, LLC | 17,065 | $706.0K | 0.14% | +17,065 | New |
| Smithfield Trust Co | 17,269 | $715.0K | 0.05% | 00.0% | Unchanged |
| Fiduciary Trust Co | 17,361 | $718.0K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 17,600 | $728.3K | 0.01% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 17,695 | $732.0K | 0.38% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 17,800 | $737.0K | 0.01% | +17,800 | New |
| Mitchell Sinkler & Starr | 17,880 | $740.0K | 0.29% | +2,630+17.2% | Added |
| Colony Family Offices, LLC | 18,635 | $771.0K | 0.33% | −52−0.3% | Reduced |
| Elo Mutual Pension Insurance Co | 18,698 | $774.0K | 0.03% | −186−1.0% | Reduced |
| Profund Advisors LLC | 18,744 | $776.0K | 0.06% | +455+2.5% | Added |
| TD Asset Management Inc | 18,371 | $778.0K | 0.00% | −300−1.6% | Reduced |
| Shell Asset Management Co | 19,034 | $788.0K | 0.03% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 19,145 | $792.0K | 0.15% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 19,184 | $794.0K | 0.00% | −763−3.8% | Reduced |
| CIBC Asset Management Inc | 19,520 | $808.0K | 0.00% | +9,900+102.9% | Added |
| Sonen Capital LLC | 19,741 | $817.0K | 1.32% | +3,361+20.5% | Added |
| Tower Bridge Advisors | 19,748 | $817.2K | 0.07% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 19,996 | $827.0K | 0.02% | +193+1.0% | Added |
| Boothbay Fund Management, LLC | 20,148 | $834.0K | 0.03% | +7,393+58.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 20,207 | $836.0K | 0.00% | +1,089+5.7% | Added |
| Liberty One Investment Management, LLC | 20,225 | $837.0K | 0.14% | −2,132−9.5% | Reduced |
| KBC Group NV | 20,231 | $837.0K | 0.00% | +1,999+11.0% | Added |
| Miller Howard Investments Inc | 20,616 | $853.0K | 0.04% | +1,218+6.3% | Added |
| Bernardo Wealth Planning LLC | 20,895 | $854.0K | 0.48% | 00.0% | Unchanged |
| US Bancorp | 20,762 | $859.0K | 0.00% | −1,861−8.2% | Reduced |
| AlphaStar Capital Management, LLC | 20,975 | $868.0K | 0.09% | +20,975 | New |
| Worldquant Millennium Advisors LLC | 20,969 | $868.0K | 0.02% | +20,969 | New |
| Ingalls & Snyder LLC | 21,144 | $875.0K | 0.05% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 21,300 | $881.0K | 0.32% | −300−1.4% | Reduced |
| Rockefeller Capital Management L.P. | 21,340 | $882.0K | 0.00% | −7,947−27.1% | Reduced |
| Occudo Quantitative Strategies LP | 21,344 | $883.0K | 0.07% | −64,371−75.1% | Reduced |
| Crossmark Global Holdings, Inc. | 21,433 | $887.0K | 0.02% | −290−1.3% | Reduced |
| Neuberger Berman Group LLC | 21,600 | $894.0K | 0.00% | +1,377+6.8% | Added |
| Seeyond | 21,654 | $896.0K | 0.11% | −9,128−29.7% | Reduced |
| Securian Asset Management, Inc | 21,776 | $901.0K | 0.03% | +786+3.7% | Added |
| Glen Eagle Advisors, LLC | 22,053 | $912.5K | 0.26% | −571−2.5% | Reduced |
| Money Concepts Capital Corp | 22,069 | $913.0K | 0.05% | +17,776+414.1% | Added |
| Steward Partners Investment Advisory, LLC | 22,118 | $915.0K | 0.02% | −165−0.7% | Reduced |
| Kennedy Capital Management, Inc. | 22,106 | $915.0K | 0.03% | +290+1.3% | Added |
| Acadian Asset Management LLC | 22,116 | $915.0K | 0.01% | +22,116 | New |
| D.A. Davidson & Co. | 22,190 | $919.0K | 0.01% | −7,984−26.5% | Reduced |
| Arkadios Wealth Advisors | 22,386 | $926.0K | 0.14% | −325−1.4% | Reduced |
| Jane Street Group, LLC | 22,459 | $929.0K | 0.00% | +16,555+280.4% | Added |
| Janus Henderson Group PLC | 22,530 | $933.0K | 0.00% | +1,982+9.6% | Added |
| Financial Architects, Inc | 22,721 | $940.0K | 0.16% | +22,721 | New |
| Community Bank, N.A. | 22,792 | $943.0K | 0.14% | +390+1.7% | Added |
| Key Financial Inc | 22,934 | $949.0K | 0.45% | +103+0.5% | Added |
| Rodgers Brothers Inc. | 23,088 | $955.0K | 0.20% | −200−0.9% | Reduced |
| Whittier Trust Co | 23,133 | $957.0K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment Corp | 23,555 | $975.0K | 0.10% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 24,203 | $1.00M | 0.01% | −19,357−44.4% | Reduced |
| CIBC Private Wealth Group, LLC | 24,317 | $1.01M | 0.00% | +24,317 | New |
| Natixis Advisors, L.P. | 24,378 | $1.01M | 0.00% | +4,709+23.9% | Added |
| National Bank of Canada | 23,351 | $1.01M | 0.01% | +20,210+643.4% | Added |
| British Columbia Investment Management Corp | 24,550 | $1.02M | 0.01% | −3,225−11.6% | Reduced |
| Toth Financial Advisory Corp | 25,109 | $1.04M | 0.19% | +835+3.4% | Added |
| AlphaCrest Capital Management LLC | 25,682 | $1.06M | 0.06% | +21,307+487.0% | Added |
| United Services Automobile Association | 25,793 | $1.07M | 0.03% | +1,190+4.8% | Added |
| Truist Financial Corp | 25,840 | $1.07M | 0.00% | +39+0.2% | Added |
| Wealthcare Advisory Partners LLC | 25,877 | $1.07M | 0.06% | −161−0.6% | Reduced |
| Blackhill Capital Inc | 26,041 | $1.08M | 0.13% | 00.0% | Unchanged |
| Prudential PLC | 26,321 | $1.09M | 0.02% | +1,068+4.2% | Added |
| CenterBook Partners LP | 26,456 | $1.09M | 0.21% | +3,846+17.0% | Added |
| First Business Financial Services, Inc. | 26,985 | $1.12M | 0.16% | +961+3.7% | Added |
| Cozad Asset Management Inc | 27,224 | $1.13M | 0.18% | +2,992+12.3% | Added |
| Virginia Retirement Systems Et Al | 27,300 | $1.13M | 0.01% | +27,300 | New |
| Daiwa Securities Group Inc. | 27,506 | $1.14M | 0.01% | −2,778−9.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 27,679 | $1.15M | 0.05% | −1,511−5.2% | Reduced |