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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.

Institutional holdersQ3 2022: 637 institutions
Q1 2021: 598 institutionsQ2 2021: 589 institutionsQ3 2021: 597 institutionsQ4 2021: 648 institutionsQ1 2022: 642 institutionsQ2 2022: 636 institutionsQ3 2022: 637 institutionsQ4 2022: 657 institutionsQ1 2023: 650 institutionsQ2 2023: 626 institutionsQ3 2023: 584 institutionsQ4 2023: 623 institutionsQ1 2024: 592 institutionsQ2 2024: 601 institutionsQ3 2024: 629 institutionsQ4 2024: 622 institutionsQ1 2025: 677 institutionsQ2 2025: 683 institutionsQ3 2025: 679 institutionsQ4 2025: 695 institutionsQ1 2026: 698 institutionsQ2 2026: 702 institutions
Value heldQ3 2022: $7.82B
Q1 2021: $7.74BQ2 2021: $7.96BQ3 2021: $7.96BQ4 2021: $9.44BQ1 2022: $9.19BQ2 2022: $8.55BQ3 2022: $7.82BQ4 2022: $9.21BQ1 2023: $8.33BQ2 2023: $7.63BQ3 2023: $6.85BQ4 2023: $7.63BQ1 2024: $7.90BQ2 2024: $8.01BQ3 2024: $8.09BQ4 2024: $7.90BQ1 2025: $8.79BQ2 2025: $8.20BQ3 2025: $9.07BQ4 2025: $8.66BQ1 2026: $8.72BQ2 2026: $8.58B
Institutions holding WTRG and their total value by quarter
QuarterHoldersValue
Q2 2026702$8.58B
Q1 2026698$8.72B
Q4 2025695$8.66B
Q3 2025679$9.07B
Q2 2025683$8.20B
Q1 2025677$8.79B
Q4 2024622$7.90B
Q3 2024629$8.09B
Q2 2024601$8.01B
Q1 2024592$7.90B
Q4 2023623$7.63B
Q3 2023584$6.85B
Q2 2023626$7.63B
Q1 2023650$8.33B
Q4 2022657$9.21B
Q3 2022637$7.82B
Q2 2022636$8.55B
Q1 2022642$9.19B
Q4 2021648$9.44B
Q3 2021597$7.96B
Q2 2021589$7.96B
Q1 2021598$7.74B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q2 2022.

Institutions holding WTRG in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Chevy Chase Trust Holdings, Inc.8,000$331.0K0.00%00.0%Unchanged
Birch Hill Investment Advisors LLC7,893$327.0K0.02%00.0%Unchanged
Segall Bryant & Hamill, LLC7,871$325.0K0.00%00.0%Unchanged
Johnson Investment Counsel Inc7,844$325.0K0.00%+982+14.3%Added
Lehman & Derafelo Financial Resources LLC7,774$322.0K0.10%00.0%Unchanged
HBK Sorce Advisory LLC7,760$321.0K0.02%−390−4.8%Reduced
Northwestern Mutual Wealth Management Co7,730$320.0K0.00%+1,540+24.9%Added
Youngs Advisory Group, Inc.7,708$319.0K0.21%−4,145−35.0%Reduced
Anchor Investment Management, LLC7,646$316.4K0.05%00.0%Unchanged
Pinnacle Associates Ltd7,537$312.0K0.01%00.0%Unchanged
Dearborn Partners LLC7,516$311.0K0.01%+9+0.1%Added
Ethic Inc.7,497$310.0K0.02%+2,691+56.0%Added
Versor Investments LP7,432$308.0K0.02%+7,432New
Northstar Asset Management LLC7,385$306.0K0.10%00.0%Unchanged
Wipfli Financial Advisors LLC,7,390$306.0K0.02%+7,390New
Wealthstar Advisors, LLC7,330$304.0K0.14%+7,330New
Providence Wealth Advisors, LLC6,835$303.0K0.23%00.0%Unchanged
Advisors Capital Management, LLC6,487$303.0K0.01%+10+0.2%Added
CAPROCK Group, Inc.7,262$301.0K0.03%+446+6.5%Added
RTD Financial Advisors, Inc.7,103$294.0K0.05%−2,000−22.0%Reduced
First Affirmative Financial Network7,110$294.0K0.37%−411−5.5%Reduced
CCG Wealth Management, LLC7,034$291.0K0.18%−218−3.0%Reduced
Kingfisher Capital LLC7,038$291.0K0.08%+41+0.6%Added
Joel Isaacson & Co., LLC7,008$290.0K0.03%00.0%Unchanged
Humankind Investments LLC6,993$289.0K0.14%+437+6.7%Added
Maryland Capital Management6,951$288.0K0.02%+6,951New
Schroder Investment Management Group6,859$284.0K0.00%−3,336−32.7%Reduced
PDT Partners, LLC6,779$281.0K0.04%+6,779New
Alps Advisors Inc6,753$279.0K0.00%−6,189−47.8%Reduced
Meiji Yasuda Asset Management Co Ltd.6,700$277.0K0.02%−180−2.6%Reduced
Capital CS Group, LLC6,673$276.0K0.31%00.0%Unchanged
First Republic Investment Management, Inc.6,648$275.0K0.00%+138+2.1%Added
Charter Oak Capital Management, LLC6,609$274.0K0.04%−220−3.2%Reduced
Meridian Wealth Partners, LLC6,580$272.0K0.07%00.0%Unchanged
Argent Trust Co6,550$271.0K0.02%+375+6.1%Added
Commerce Bank6,431$266.0K0.00%−117−1.8%Reduced
Cannell Peter B & Co Inc6,400$265.0K0.01%−400−5.9%Reduced
Obermeyer Wood Investment Counsel, LLLP6,350$263.0K0.02%00.0%Unchanged
MidWestOne Financial Group, Inc.6,250$259.0K0.07%00.0%Unchanged
Wetherby Asset Management Inc6,258$259.0K0.02%+787+14.4%Added
Alan B. Lancz & Associates, Inc.6,234$258.0K0.31%00.0%Unchanged
Conestoga Capital Advisors, LLC6,237$258.0K0.01%00.0%Unchanged
Planning Directions Inc6,234$258.0K0.21%+26+0.4%Added
Prio Wealth Limited Partnership6,232$257.9K0.01%00.0%Unchanged
Veritable, L.P.6,112$253.0K0.00%−85−1.4%Reduced
Fulton Bank, N.A.6,132$253.0K0.02%+223+3.8%Added
Charter Trust Co6,054$251.0K0.02%00.0%Unchanged
Echo Street Capital Management LLC6,048$250.0K0.00%+6,048New
Dorsey & Whitney Trust CO LLC6,012$249.0K0.03%+57+1.0%Added
Blair William & Co5,950$246.0K0.00%00.0%Unchanged
Charter Research & Investment Group, Inc.5,930$245.0K0.25%00.0%Unchanged
Raymond James Trust N.A.5,875$243.0K0.01%−19−0.3%Reduced
Stillwater Capital Advisors, LLC5,879$243.0K0.06%00.0%Unchanged
Nations Financial Group Inc,5,866$243.0K0.04%+832+16.5%Added
Oppenheimer & Co Inc5,840$242.0K0.01%−8,700−59.8%Reduced
Private Trust Co NA5,858$242.0K0.04%+178+3.1%Added
Stratos Wealth Partners, LTD.5,763$239.0K0.01%−336−5.5%Reduced
Tokio Marine Asset Management Co Ltd5,749$238.0K0.02%+932+19.3%Added
Bigelow Investment Advisors, LLC5,714$236.0K0.14%−300−5.0%Reduced
Capula Management Ltd5,710$236.0K0.03%+5,710New
Holocene Advisors, LP5,657$234.0K0.00%−40,841−87.8%Reduced
Lowe Brockenbrough & Co Inc5,650$234.0K0.02%00.0%Unchanged
First American Bank5,560$230.1K0.02%−732−11.6%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,535$229.0K0.07%00.0%Unchanged
Virtu Financial LLC5,530$229.0K0.02%+5,530New
Glenview Trust Co5,392$223.0K0.01%00.0%Unchanged
Prelude Capital Management, LLC5,398$223.0K0.01%+5,398New
Accel Wealth Management5,077$222.0K0.12%+20+0.4%Added
Brown Miller Wealth Management, LLC5,273$218.0K0.15%+5+0.1%Added
Centaurus Financial, Inc.5,246$217.0K0.02%+376+7.7%Added
Oak Thistle LLC5,245$217.0K0.78%+5,245New
Univest Financial Corp5,179$214.0K0.07%00.0%Unchanged
Resolution Capital Ltd5,110$211.0K0.00%+5,110New
XTX Topco Ltd5,041$209.0K0.05%+5,041New
Martingale Asset Management L P5,000$207.0K0.00%00.0%Unchanged
Bluestein R H & Co5,000$207.0K0.01%00.0%Unchanged
Johnson Financial Group, Inc.5,000$207.0K0.02%00.0%Unchanged
Wade G W & Inc4,982$206.0K0.01%+10+0.2%Added
Ironwood Investment Counsel, LLC4,889$202.0K0.06%−211−4.1%Reduced
Fox Run Management, L.L.C.4,872$202.0K0.08%+4,872New
Leonteq Securities AG4,655$192.6K0.01%−1,293−21.7%Reduced
Skandinaviska Enskilda Banken AB (publ)4,293$178.0K0.00%+4,293New
IFP Advisors, Inc3,368$173.0K0.01%+54+1.6%Added
Wellington Shields Capital Management, LLC4,166$172.0K0.04%00.0%Unchanged
Quadrant Capital Group LLC3,930$163.0K0.02%+1,581+67.3%Added
Atlantic Trust, LLC3,830$158.0K0.05%+2,330+155.3%Added
CWM, LLC3,773$156.0K0.00%+215+6.0%Added
Paradigm Asset Management Co LLC3,700$153.1K0.05%−600−14.0%Reduced
Cary Street Partners Asset Management LLC3,641$151.0K0.04%+3,641New
Ellis Investment Partners, LLC3,536$146.0K0.04%−677−16.1%Reduced
Truvestments Capital LLC3,525$146.0K0.09%+19+0.5%Added
Tompkins Financial Corp3,419$141.0K0.02%00.0%Unchanged
Dividend Assets Capital, LLC3,364$139.0K0.03%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.3,341$138.0K0.01%00.0%Unchanged
Kepos Capital LP3,182$132.0K0.02%+1,795+129.4%Added
Hanson & Doremus Investment Management3,142$130.0K0.03%00.0%Unchanged
American Portfolios Advisors3,074$127.2K0.01%−542−15.0%Reduced
Washington Trust Co2,930$122.0K0.01%00.0%Unchanged
Bank of New Hampshire2,875$119.0K0.04%00.0%Unchanged
Bartlett & Co. Wealth Management LLC2,731$113.0K0.00%−37−1.3%Reduced