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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, Q4 2022

Institutional positions in Essential Utilities, Inc. as of Dec 31, 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
657
+28 vs. Q3 2022
Shares held
193.2M
+4.61M (+2.4%) vs. Q3 2022
Total value
$9.21B
+$1.40B (+17.9%) vs. Q3 2022
New holders
99
220 more added
Sold out
71
200 more reduced

8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 657 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 heldQ4 2022: $9.21B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q3 2022.

Institutions holding WTRG in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Valley National Advisers Inc20$00.00%00.0%Unchanged
Clear Street Markets LLC1$00.00%+1New
Financial Management Professionals, Inc.7$00.00%+7New
First Command Advisory Services, Inc.74$00.00%+74New
Iron Horse Wealth Management, LLC5$00.00%+5New
Cedar Mountain Advisors, LLC1$440.00%+1New
True Wealth Design, LLC6$2860.00%+6New
My Personal CFO, LLC8$3820.00%+8New
Tucker Asset Management LLC9$4360.00%00.0%Unchanged
Parkside Financial Bank & Trust10$4770.00%00.0%Unchanged
Pinnacle Financial Partners Inc12$5730.00%+12New
Farther Finance Advisors, LLC12$5730.00%+12New
Sofos Investments, Inc.48$6580.01%+48New
Ten Capital Wealth Advisors, LLC17$8110.00%+17New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC17$8250.00%00.0%Unchanged
Winch Advisory Services, LLC25$1.00K0.00%00.0%Unchanged
Sierra Capital LLC31$1.00K0.00%00.0%Unchanged
Avion Wealth28$1.00K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC30$1.00K0.00%00.0%Unchanged
Steward Financial Group LLC40$1.00K0.00%+40New
First Horizon Advisors, Inc.24$1.15K0.00%−210−89.7%Reduced
SJS Investment Consulting Inc.25$1.19K0.00%+11+78.6%Added
Raffa Wealth Management, LLC31$1.48K0.00%00.0%Unchanged
Hexagon Capital Partners LLC32$1.53K0.00%−27−45.8%Reduced
Dark Forest Capital Management LP40$1.91K0.00%+40New
Schubert & Co55$2.63K0.00%−3−5.2%Reduced
U.S. Capital Wealth Advisors, LLC62$2.96K0.00%+62New
Tradewinds Capital Management, LLC71$3.38K0.00%+1+1.4%Added
Glassman Wealth Services75$3.58K0.00%+9+13.6%Added
Red Tortoise LLC79$3.77K0.00%+79New
Comerica Securities,inc.82$3.92K0.00%+82New
Bell Investment Advisors, Inc104$4.96K0.00%−115−52.5%Reduced
Massmutual Trust Co FSB105$5.00K0.00%−37−26.1%Reduced
Farmers & Merchants Investments Inc107$5.11K0.00%−3−2.7%Reduced
Mine & Arao Wealth Creation & Management, LLC.113$5.39K0.00%+1+0.9%Added
Versant Capital Management, Inc115$5.49K0.00%−6−5.0%Reduced
ICA Group Wealth Management, LLC125$5.97K0.00%+125New
Larson Financial Group LLC138$6.59K0.00%00.0%Unchanged
Lansing Street Advisors142$6.76K0.00%+2+1.4%Added
GW&K Investment Management, LLC145$7.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.156$7.00K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.150$7.16K0.01%00.0%Unchanged
Global Retirement Partners, LLC155$7.41K0.00%−105−40.4%Reduced
Godsey & Gibb Associates188$8.97K0.00%+188New
Thompson Siegel & Walmsley LLC181$9.00K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc200$9.55K0.00%+200New
South State Corp.201$9.59K0.00%00.0%Unchanged
Osterweis Capital Management Inc206$9.83K0.00%00.0%Unchanged
Spire Wealth Management200$10.0K0.00%00.0%Unchanged
NVWM, LLC220$10.6K0.00%−1−0.5%Reduced
TD Waterhouse Canada Inc.234$11.3K0.00%00.0%Unchanged
Accurate Wealth Management, LLC251$12.3K0.00%+251New
Lindbrook Capital, LLC261$12.5K0.00%+124+90.5%Added
Baker Avenue Asset Management, LP277$13.2K0.00%+277New
Colonial Trust Co280$13.4K0.00%+280New
Piershale Financial Group, Inc.285$13.6K0.01%+285New
Creative Financial Designs Inc288$13.7K0.00%+2+0.7%Added
Simplex Trading, LLC304$14.0K0.00%−1,032−77.2%Reduced
Resources Management Corp300$14.0K0.00%−57−16.0%Reduced
Financial Connections Group, Inc.300$14.0K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.298$14.2K0.00%−164−35.5%Reduced
CNB Bank300$14.3K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC769$15.0K0.00%+462+150.5%Added
New Millennium Group LLC322$15.4K0.02%+2+0.6%Added
Itau Unibanco Holding S.A.327$15.6K0.00%−1,860−85.0%Reduced
Concord Wealth Partners331$15.8K0.00%+331New
Covestor Ltd336$16.0K0.01%−1−0.3%Reduced
Quent Capital, LLC338$16.1K0.00%00.0%Unchanged
Byrne Asset Management LLC345$16.5K0.01%+345New
CoreCap Advisors, LLC352$16.8K0.00%+352New
Baldrige Asset Management LLC360$17.0K0.01%+360New
Norwood Financial Corp375$17.9K0.03%00.0%Unchanged
Robbins Farley LLC375$17.9K0.01%00.0%Unchanged
City State Bank380$18.0K0.01%00.0%Unchanged
Mascoma Wealth Management LLC406$19.4K0.01%+1+0.2%Added
Essex Investment Management Co LLC425$20.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.423$20.0K0.01%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC424$20.2K0.02%00.0%Unchanged
Clearview Wealth Advisors LLC430$20.5K0.02%00.0%Unchanged
Ruedi Wealth Management, Inc.444$21.2K0.01%+444New
Coppell Advisory Solutions LLC460$22.0K0.01%+460New
Coppell Advisory Solutions Corp.460$22.0K0.01%+460New
JFS Wealth Advisors, LLC469$22.4K0.00%+6+1.3%Added
Disciplined Investments, LLC473$22.6K0.01%−5−1.0%Reduced
Achmea Investment Management B.V.515$23.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC493$23.5K0.01%00.0%Unchanged
M&R Capital Management Inc498$23.8K0.01%+50+11.2%Added
Piscataqua Savings Bank500$23.9K0.02%00.0%Unchanged
Barrett & Company, Inc.500$23.9K0.02%00.0%Unchanged
Ritter Daniher Financial Advisory LLC500$23.9K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.523$25.0K0.01%−18−3.3%Reduced
Cyrus J. Lawrence, LLC517$25.0K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.545$26.0K0.02%00.0%Unchanged
HHM Wealth Advisors, LLC561$26.8K0.01%00.0%Unchanged
EWG Elevate Inc.610$29.1K0.01%+610New
Cassady Schiller Wealth Management, LLC625$29.8K0.02%+625New
First PREMIER Bank650$31.0K0.01%00.0%Unchanged
DT Investment Partners, LLC650$31.0K0.00%00.0%Unchanged
Halpern Financial, Inc.658$31.4K0.01%00.0%Unchanged
First Command Bank666$32.0K0.00%00.0%Unchanged