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 |
|---|---|---|---|---|---|
| Taylor Hoffman Wealth Management | 17,695 | $732.0K | 0.38% | 00.0% | Unchanged |
| Westpac Banking Corp | 17,600 | $728.3K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 17,361 | $718.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 17,269 | $715.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Lido Advisors, LLC | 16,315 | $675.0K | 0.01% | +16,315 | New |
| Rowland & Co Investment Counsel | 16,150 | $668.3K | 0.18% | +100+0.6% | Added |
| Advisors Asset Management, Inc. | 16,155 | $668.0K | 0.01% | +3,485+27.5% | Added |
| Meeder Asset Management Inc | 15,948 | $660.0K | 0.04% | +4,365+37.7% | Added |
| Nordea Investment Management AB | 15,585 | $659.0K | 0.00% | +5,870+60.4% | Added |
| Philadelphia Trust Co | 15,895 | $658.0K | 0.07% | 00.0% | Unchanged |
| Verition Fund Management LLC | 15,780 | $653.0K | 0.01% | +2,280+16.9% | Added |
| Ossiam | 15,633 | $647.0K | 0.02% | +15,633 | New |
| Mariner, LLC | 15,550 | $644.0K | 0.00% | −11,031−41.5% | Reduced |
| Loudon Investment Management, LLC | 15,463 | $640.0K | 0.51% | −2,000−11.5% | Reduced |
| First Pacific Financial | 15,398 | $637.0K | 0.37% | +697+4.7% | Added |
| Clean Yield Group | 15,326 | $634.0K | 0.30% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 15,171 | $628.0K | 0.04% | +421+2.9% | Added |
| Whittier Trust Co of Nevada Inc | 14,995 | $620.0K | 0.03% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 14,899 | $617.0K | 0.09% | +11+0.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,715 | $609.0K | 0.01% | +158+1.1% | Added |
| Intech Investment Management LLC | 14,706 | $608.5K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 14,632 | $605.0K | 0.42% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 14,333 | $593.0K | 0.00% | −530−3.6% | Reduced |
| First Hawaiian Bank | 14,315 | $592.0K | 0.02% | −6,005−29.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $579.0K | 0.45% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 13,925 | $576.0K | 0.01% | −55,833−80.0% | Reduced |
| Vestcor Inc | 13,891 | $575.0K | 0.02% | +275+2.0% | 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 |
| Pathstone Family Office, LLC | 13,543 | $559.9K | 0.01% | +1,551+12.9% | Added |
| JustInvest LLC | 13,229 | $547.0K | 0.02% | −2,511−16.0% | Reduced |
| Spinnaker Trust | 13,169 | $545.0K | 0.05% | −215−1.6% | Reduced |
| Inverness Counsel LLC | 13,135 | $544.0K | 0.03% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 13,074 | $541.0K | 0.28% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,989 | $537.0K | 0.01% | +3,943+43.6% | Added |
| Illinois Municipal Retirement Fund | 12,828 | $531.0K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 12,690 | $525.0K | 0.02% | +9,299+274.2% | Added |
| Moors & Cabot, Inc. | 12,664 | $524.0K | 0.04% | −838−6.2% | Reduced |
| Institute for Wealth Management, LLC. | 12,340 | $511.0K | 0.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,189 | $504.0K | 0.01% | −4,471−26.8% | Reduced |
| Exchange Traded Concepts, LLC | 12,017 | $497.0K | 0.02% | −1,176−8.9% | Reduced |
| American Century Companies Inc | 11,924 | $493.0K | 0.00% | −2,471−17.2% | Reduced |
| Atria Wealth Solutions, Inc. | 11,859 | $490.7K | 0.01% | −5,415−31.3% | 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 |
| Welch & Forbes LLC | 11,687 | $484.0K | 0.01% | −176−1.5% | Reduced |
| Wealth Effects LLC | 11,382 | $471.0K | 0.29% | +10.0% | Added |
| Mirabella Financial Services LLP | 11,074 | $469.0K | 0.05% | +739+7.2% | Added |
| Sigma Planning Corp | 11,250 | $466.0K | 0.02% | +2,258+25.1% | Added |
| W.H. Cornerstone Investments Inc. | 11,243 | $458.0K | 0.48% | +11,243 | New |
| Tiaa, FSB | 11,036 | $457.0K | 0.00% | +100+0.9% | Added |
| Cetera Investment Advisers | 11,010 | $456.0K | 0.01% | −7,530−40.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,964 | $454.0K | 0.26% | −1,000−8.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,960 | $453.5K | 0.05% | −11,950−52.2% | Reduced |
| SeaCrest Wealth Management, LLC | 10,937 | $453.0K | 0.07% | +10.0% | Added |
| Advisory Services Network, LLC | 10,934 | $452.0K | 0.02% | −95−0.9% | Reduced |
| BKD Wealth Advisors, LLC | 10,801 | $447.0K | 0.02% | −10.0% | Reduced |
| TrinityPoint Wealth, LLC | 10,773 | $446.0K | 0.10% | +50.0% | Added |
| Great Valley Advisor Group, Inc. | 10,662 | $441.0K | 0.02% | −267−2.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 10,531 | $436.0K | 0.00% | −169−1.6% | Reduced |
| Huntington National Bank | 10,474 | $434.0K | 0.00% | −1,779−14.5% | Reduced |
| Swiss Life Asset Management Ltd | 10,445 | $431.9K | 0.01% | −6,526−38.5% | Reduced |
| Blossom Wealth Management | 10,419 | $431.0K | 2.43% | +35+0.3% | Added |
| 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 |
| Natixis Investment Managers International | 10,309 | $426.0K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,177 | $421.0K | 0.00% | −9,754−48.9% | Reduced |
| Umb Bank N A | 10,159 | $420.0K | 0.01% | −26,837−72.5% | Reduced |
| Keybank National Association | 9,969 | $413.0K | 0.00% | +500+5.3% | Added |
| J.W. Cole Advisors, Inc. | 9,767 | $404.0K | 0.03% | +11+0.1% | 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 |
| Banque Cantonale Vaudoise | 9,515 | $394.0K | 0.02% | +44+0.5% | Added |
| Tower Wealth Partners, Inc. | 8,790 | $389.0K | 0.37% | 00.0% | Unchanged |
| HRT Financial LP | 9,377 | $388.0K | 0.00% | +9,377 | New |
| Diversified, LLC | 9,180 | $380.0K | 0.19% | +6+0.1% | Added |
| Marcum Wealth, LLC | 9,075 | $376.0K | 0.06% | +30.0% | Added |
| Foundations Investment Advisors, LLC | 9,069 | $375.0K | 0.02% | +19+0.2% | Added |
| Levy Wealth Management Group, LLC | 9,041 | $374.0K | 0.16% | +10.0% | Added |
| HB Wealth Management, LLC | 9,006 | $373.0K | 0.01% | −26−0.3% | Reduced |
| 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 |
| Federation des caisses Desjardins du Quebec | 8,901 | $368.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 8,889 | $368.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 8,850 | $366.0K | 0.02% | +8,850 | New |
| Blume Capital Management, Inc. | 8,810 | $365.0K | 0.14% | −500−5.4% | Reduced |
| EagleClaw Capital Managment, LLC | 8,802 | $364.0K | 0.10% | −460−5.0% | Reduced |
| 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 |
| 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 |
| Captrust Financial Advisors | 8,420 | $348.0K | 0.00% | +335+4.1% | Added |
| Beacon Pointe Advisors, LLC | 8,182 | $341.0K | 0.01% | +18+0.2% | 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 |
| Girard Partners Ltd. | 8,135 | $336.0K | 0.04% | +35+0.4% | Added |
| Phoenix Holdings Ltd. | 7,798 | $333.0K | 0.01% | −912−10.5% | Reduced |