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 |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 2,731 | $113.0K | 0.00% | −37−1.3% | Reduced |
| TD Private Client Wealth LLC | 2,703 | $111.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,602 | $108.0K | 0.00% | +388+17.5% | Added |
| Oxler Private Wealth LLC | 2,557 | $105.8K | 0.06% | +14+0.6% | Added |
| 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 |
| Citizens National Bank Trust Department | 2,450 | $101.0K | 0.03% | 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 |
| Addison Advisors LLC | 2,313 | $96.0K | 0.06% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,300 | $95.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,235 | $92.0K | 0.00% | +377+20.3% | Added |
| Itau Unibanco Holding S.A. | 2,187 | $90.0K | 0.00% | +1,826+505.8% | Added |
| Tower View Investment Management & Research LLC | 2,091 | $87.0K | 0.07% | +868+71.0% | Added |
| Archer Investment Corp | 1,959 | $81.1K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,900 | $79.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,875 | $78.0K | 0.01% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 1,802 | $75.0K | 0.00% | +1,802 | New |
| Baystate Wealth Management LLC | 1,774 | $73.0K | 0.01% | +7+0.4% | Added |
| 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 |
| 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 |
| 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 |
| Old Second National Bank of Aurora | 1,600 | $66.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,560 | $65.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,500 | $62.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 1,439 | $60.0K | 0.00% | +1,439 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,400 | $58.0K | 0.00% | −600−30.0% | 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 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $54.0K | 0.01% | −6,000−82.2% | Reduced |
| Sound Income Strategies, LLC | 1,249 | $52.0K | 0.01% | −9−0.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,097 | $51.0K | 0.00% | −45−3.9% | Reduced |
| Peoples Financial Services Corp. | 1,250 | $51.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,166 | $48.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,138 | $47.0K | 0.01% | +63+5.9% | Added |
| Arrow Financial Corp | 1,082 | $45.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,073 | $44.0K | 0.01% | +404+60.4% | Added |
| Asset Dedication, LLC | 1,041 | $43.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,000 | $41.0K | 0.02% | 00.0% | Unchanged |
| Motco | 969 | $40.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 975 | $39.0K | 0.04% | +475+95.0% | Added |
| Gibson Wealth Advisors LLC | 905 | $37.0K | 0.04% | 00.0% | Unchanged |
| FourThought Financial, LLC | 824 | $34.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 814 | $34.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $33.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 774 | $32.0K | 0.00% | +76+10.9% | Added |
| MCF Advisors LLC | 749 | $31.0K | 0.00% | +5+0.7% | Added |
| Princeton Global Asset Management LLC | 705 | $29.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 666 | $28.0K | 0.00% | −419−38.6% | Reduced |
| First Command Financial Services, Inc. | 666 | $28.0K | 0.00% | −419−38.6% | Reduced |
| Halpern Financial, Inc. | 658 | $27.2K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $27.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 650 | $27.0K | 0.00% | +650 | New |
| Barrett & Company, Inc. | 500 | $23.9K | 0.02% | +500 | New |
| HHM Wealth Advisors, LLC | 561 | $23.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 545 | $23.0K | 0.01% | +26+5.0% | Added |
| Sutton Wealth Advisors Inc. | 541 | $22.4K | 0.01% | +21+4.0% | Added |
| Achmea Investment Management B.V. | 515 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 519 | $22.0K | 0.03% | +2+0.4% | Added |
| Cyrus J. Lawrence, LLC | 517 | $21.0K | 0.01% | −775−60.0% | Reduced |
| Piscataqua Savings Bank | 500 | $21.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 500 | $21.0K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 478 | $20.0K | 0.01% | +7+1.5% | Added |
| McIlrath & Eck, LLC | 493 | $20.0K | 0.01% | +424+614.5% | Added |
| TCI Wealth Advisors, Inc. | 462 | $19.0K | 0.00% | −3−0.6% | Reduced |
| JFS Wealth Advisors, LLC | 463 | $19.0K | 0.00% | +71+18.1% | Added |
| M&R Capital Management Inc | 448 | $18.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 430 | $18.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 425 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 423 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 424 | $18.0K | 0.02% | 00.0% | Unchanged |
| Surevest, LLC | 415 | $17.0K | 0.00% | −46−10.0% | Reduced |
| Mascoma Wealth Management LLC | 405 | $17.0K | 0.01% | +1+0.2% | Added |
| Robbins Farley LLC | 375 | $16.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 380 | $16.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 373 | $15.4K | 0.00% | +373 | New |
| Norwood Financial Corp | 375 | $15.0K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 357 | $15.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 337 | $14.0K | 0.01% | −457−57.6% | Reduced |
| Quent Capital, LLC | 338 | $14.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 320 | $13.0K | 0.01% | +1+0.3% | Added |
| Riverview Trust Co | 310 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 307 | $13.0K | 0.00% | +33+12.0% | Added |
| Jones Financial Companies LLLP | 311 | $13.0K | 0.00% | +311 | New |
| CNB Bank | 300 | $12.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 286 | $12.0K | 0.00% | +1+0.4% | Added |
| Financial Connections Group, Inc. | 300 | $12.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 260 | $11.0K | 0.00% | +79+43.6% | Added |
| TD Waterhouse Canada Inc. | 234 | $10.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 234 | $9.00K | 0.00% | −22−8.6% | Reduced |
| Bell Investment Advisors, Inc | 219 | $9.00K | 0.00% | +116+112.6% | Added |
| Osterweis Capital Management Inc | 206 | $9.00K | 0.00% | +206 | New |
| NVWM, LLC | 221 | $9.00K | 0.00% | +221 | New |
| Spire Wealth Management | 200 | $8.00K | 0.00% | −3,187−94.1% | Reduced |
| South State Corp. | 201 | $8.00K | 0.00% | 00.0% | Unchanged |