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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Command Financial Services, Inc. | 666 | $32.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 705 | $34.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 753 | $36.0K | 0.00% | +4+0.5% | Added |
| Tobam | 755 | $36.0K | 0.00% | −684−47.5% | Reduced |
| Loomis Sayles & Co L P | 750 | $36.0K | 0.00% | +713+1,927.0% | Added |
| Sandy Spring Bank | 773 | $36.9K | 0.00% | +609+371.3% | Added |
| Proequities, Inc. | 792 | $37.8K | 0.00% | +18+2.3% | Added |
| First Community Trust NA | 802 | $38.0K | 0.04% | 00.0% | Unchanged |
| Romano Brothers and Company | 806 | $38.5K | 0.01% | +806 | New |
| Mendota Financial Group, LLC | 858 | $40.9K | 0.05% | +858 | New |
| Ronald Blue Trust, Inc. | 1,021 | $42.0K | 0.00% | −76−6.9% | Reduced |
| Chelsea Counsel Co | 900 | $43.0K | 0.02% | +900 | New |
| Motco | 969 | $46.3K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 975 | $48.0K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,041 | $50.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,041 | $50.0K | 0.00% | +730+234.7% | Added |
| Arrow Financial Corp | 1,082 | $52.0K | 0.01% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,102 | $52.6K | 0.03% | +1,102 | New |
| Carolinas Wealth Consulting LLC | 1,166 | $55.7K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,250 | $59.6K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,251 | $59.7K | 0.01% | +2+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $62.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,319 | $63.0K | 0.01% | +1,319 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,400 | $66.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,468 | $70.1K | 0.00% | −212−12.6% | Reduced |
| Endurance Wealth Management, Inc. | 1,500 | $72.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,589 | $76.0K | 0.00% | −104−6.1% | Reduced |
| Old Second National Bank of Aurora | 1,600 | $76.4K | 0.02% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 1,657 | $79.1K | 0.07% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,666 | $79.5K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $80.9K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,751 | $83.6K | 0.00% | +131+8.1% | Added |
| Baystate Wealth Management LLC | 1,780 | $85.0K | 0.01% | +6+0.3% | Added |
| Stonebridge Capital Advisors LLC | 1,819 | $86.8K | 0.01% | +681+59.8% | Added |
| Trust Co of Vermont | 1,875 | $89.5K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,900 | $90.7K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,916 | $91.5K | 0.01% | −450−19.0% | Reduced |
| Archer Investment Corp | 1,959 | $93.5K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,098 | $100.0K | 0.07% | +7+0.3% | Added |
| Umb Bank N A | 2,140 | $102.0K | 0.00% | −8,019−78.9% | Reduced |
| Delta Asset Management LLC | 2,261 | $107.9K | 0.01% | +2,261 | New |
| Fifth Third Bancorp | 2,284 | $109.0K | 0.00% | −318−12.2% | Reduced |
| Montag A & Associates Inc | 2,300 | $109.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,313 | $110.4K | 0.07% | 00.0% | Unchanged |
| Kepos Capital LP | 2,382 | $114.0K | 0.02% | −800−25.1% | Reduced |
| Colonial Trust Advisors | 2,392 | $114.2K | 0.01% | +2,392 | New |
| Harbour Investments, Inc. | 2,403 | $114.7K | 0.01% | +295+14.0% | Added |
| Citizens National Bank Trust Department | 2,450 | $117.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,473 | $118.0K | 0.00% | +1,138+85.2% | Added |
| Truvestments Capital LLC | 2,556 | $122.0K | 0.07% | −969−27.5% | Reduced |
| Allworth Financial LP | 2,626 | $125.3K | 0.00% | +391+17.5% | Added |
| TD Private Client Wealth LLC | 2,703 | $129.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,731 | $130.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,731 | $130.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,622 | $135.0K | 0.00% | −746−22.1% | Reduced |
| Bank of New Hampshire | 2,875 | $137.0K | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 2,905 | $138.6K | 0.00% | −20,446−87.6% | Reduced |
| Atlantic Trust, LLC | 3,124 | $150.0K | 0.05% | −706−18.4% | Reduced |
| Hanson & Doremus Investment Management | 3,142 | $150.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,341 | $159.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,364 | $161.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,419 | $163.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,617 | $172.6K | 0.02% | −313−8.0% | Reduced |
| Kempen Capital Management N.V. | 3,836 | $183.1K | 0.01% | +2,034+112.9% | Added |
| Grey Fox Wealth Advisors, LLC | 3,963 | $189.2K | 0.12% | +3,963 | New |
| Cary Street Partners Asset Management LLC | 4,013 | $191.5K | 0.04% | +372+10.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 4,071 | $194.0K | 0.00% | −222−5.2% | Reduced |
| Wellington Shields Capital Management, LLC | 4,166 | $198.8K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 4,106 | $200.4K | 0.00% | +4,106 | New |
| Clark Capital Management Group, Inc. | 4,243 | $202.5K | 0.00% | +4,243 | New |
| Cetera Advisors LLC | 4,288 | $204.7K | 0.00% | +4,288 | New |
| Aveo Capital Partners, LLC | 4,291 | $204.8K | 0.03% | +4,291 | New |
| Old National Bancorp | 4,300 | $205.0K | 0.01% | +4,300 | New |
| Coho Partners, Ltd. | 4,290 | $205.0K | 0.00% | +4,290 | New |
| Headinvest, LLC | 4,350 | $207.6K | 0.05% | +4,350 | New |
| Tower Research Capital LLC (TRC) | 4,404 | $210.0K | 0.01% | −7,785−63.9% | Reduced |
| Insight 2811, Inc. | 4,397 | $210.0K | 0.13% | +4,397 | New |
| SOA Wealth Advisors, LLC. | 4,408 | $210.4K | 0.06% | +3,335+310.8% | Added |
| Davis R M Inc | 4,433 | $212.0K | 0.01% | +4,433 | New |
| International Assets Investment Management, LLC | 4,450 | $212.4K | 0.02% | +4,450 | New |
| DuPont Capital Management Corp | 4,471 | $213.4K | 0.01% | +4,471 | New |
| Axxcess Wealth Management, LLC | 4,492 | $214.4K | 0.02% | +4,492 | New |
| Twinbeech Capital LP | 4,502 | $214.9K | 0.00% | −63,429−93.4% | Reduced |
| First American Bank | 4,508 | $215.2K | 0.02% | −1,052−18.9% | Reduced |
| Howland Capital Management LLC | 4,595 | $219.3K | 0.01% | +4,595 | New |
| Redwood Wealth Management Group, LLC | 4,596 | $219.4K | 0.27% | +4,596 | New |
| Sustainable Insight Capital Management, LLC | 4,600 | $219.6K | 0.25% | +4,600 | New |
| Leonteq Securities AG | 4,655 | $222.2K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,694 | $224.0K | 0.01% | +4,694 | New |
| Kestra Private Wealth Services, LLC | 4,739 | $226.2K | 0.01% | +4,739 | New |
| Cape Cod Five Cents Savings Bank | 4,750 | $226.7K | 0.03% | +4,750 | New |
| Boston Financial Mangement LLC | 4,759 | $227.2K | 0.01% | +4,759 | New |
| Accel Wealth Management | 4,768 | $227.6K | 0.11% | −309−6.1% | Reduced |
| Hartline Investment Corp | 4,770 | $227.7K | 0.05% | +4,770 | New |
| Main Street Financial Solutions, LLC | 4,781 | $228.0K | 0.04% | +4,781 | New |
| Fulton Bank, N.A. | 4,793 | $229.0K | 0.01% | −1,339−21.8% | Reduced |
| Colony Group LLC | 4,828 | $230.0K | 0.00% | +4,828 | New |
| Centaurus Financial, Inc. | 4,833 | $231.0K | 0.02% | −413−7.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,846 | $231.0K | 0.01% | +4,846 | New |
| Barings LLC | 4,847 | $231.3K | 0.01% | +4,847 | New |