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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
Mill Creek Capital Advisors, LLC4,881$233.0K0.01%+4,881New
Ironwood Investment Counsel, LLC4,889$233.3K0.06%00.0%Unchanged
Davy Global Fund Management Ltd4,889$233.4K0.05%+4,889New
Fulcrum Equity Management4,983$237.8K0.19%+4,983New
GWM Advisors LLC6,259$238.1K0.01%−7,561−54.7%Reduced
Johnson Financial Group, Inc.5,000$238.7K0.02%00.0%Unchanged
Joel Isaacson & Co., LLC5,025$239.8K0.02%−1,983−28.3%Reduced
Washington Trust Co5,070$242.0K0.01%+2,140+73.0%Added
Blair William & Co5,146$245.6K0.00%−804−13.5%Reduced
Univest Financial Corp5,179$247.2K0.08%00.0%Unchanged
Occudo Quantitative Strategies LP5,218$249.1K0.03%−16,126−75.6%Reduced
Brown Miller Wealth Management, LLC5,278$251.9K0.16%+5+0.1%Added
Wade G W & Inc5,271$252.0K0.01%+289+5.8%Added
CWM, LLC5,353$255.0K0.00%+1,580+41.9%Added
Linscomb & Williams, Inc.5,380$256.8K0.01%+5,380New
Glenview Trust Co5,392$257.4K0.01%00.0%Unchanged
Gateway Investment Advisers LLC5,431$259.2K0.00%+5,431New
B. Metzler seel. Sohn & Co. AG5,449$260.1K0.00%−3,482−39.0%Reduced
First Hawaiian Bank5,525$264.0K0.01%−8,790−61.4%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,535$264.2K0.07%00.0%Unchanged
Lowe Brockenbrough & Co Inc5,650$269.7K0.02%00.0%Unchanged
Advisor Partners II, LLC5,696$271.9K0.02%+5,696New
Eqis Capital Management, Inc.5,712$272.6K0.03%+5,712New
Bigelow Investment Advisors, LLC5,714$272.7K0.16%00.0%Unchanged
Metis Global Partners, LLC5,738$273.9K0.02%+5,738New
Private Trust Co NA5,752$275.0K0.04%−106−1.8%Reduced
Raymond James Trust N.A.5,859$280.0K0.01%−16−0.3%Reduced
Nations Financial Group Inc,5,866$280.0K0.03%00.0%Unchanged
Stillwater Capital Advisors, LLC5,879$280.6K0.06%00.0%Unchanged
Dorsey & Whitney Trust CO LLC5,898$281.5K0.03%−114−1.9%Reduced
Meridian Wealth Partners, LLC5,912$282.2K0.07%−668−10.2%Reduced
Charter Research & Investment Group, Inc.5,930$283.0K0.27%00.0%Unchanged
Tokio Marine Asset Management Co Ltd5,987$285.8K0.02%+238+4.1%Added
Planning Directions Inc6,078$290.0K0.22%−156−2.5%Reduced
Prio Wealth Limited Partnership6,232$297.5K0.01%00.0%Unchanged
Coldstream Capital Management Inc6,232$297.5K0.01%+6,232New
MidWestOne Financial Group, Inc.6,250$298.3K0.07%00.0%Unchanged
Fulcrum Capital LLC6,250$298.3K0.09%+6,250New
Obermeyer Wood Investment Counsel, LLLP6,350$303.1K0.02%00.0%Unchanged
Alan B. Lancz & Associates, Inc.6,234$304.2K0.31%00.0%Unchanged
Charter Trust Co6,414$306.1K0.02%+360+5.9%Added
Daymark Wealth Partners, LLC6,418$306.3K0.05%+6,418New
Advisors Capital Management, LLC6,477$309.0K0.01%−10−0.2%Reduced
First Affirmative Financial Network6,478$309.2K0.37%−632−8.9%Reduced
Dearborn Partners LLC6,526$311.5K0.01%−990−13.2%Reduced
Argent Trust Co6,550$312.6K0.02%00.0%Unchanged
Northwestern Mutual Wealth Management Co6,588$314.4K0.00%−1,142−14.8%Reduced
Charter Oak Capital Management, LLC6,636$316.7K0.05%+27+0.4%Added
Capital CS Group, LLC6,673$318.5K0.35%00.0%Unchanged
Orion Portfolio Solutions, LLC6,680$318.9K0.01%+6,680New
Youngs Advisory Group, Inc.6,778$323.5K0.19%−930−12.1%Reduced
Providence Wealth Advisors, LLC6,835$327.1K0.24%00.0%Unchanged
Pathstone Family Office, LLC8,928$327.4K0.01%−4,615−34.1%Reduced
Commerce Bank6,881$328.4K0.00%+450+7.0%Added
Meiji Yasuda Asset Management Co Ltd.6,910$330.0K0.02%+210+3.1%Added
Wetherby Asset Management Inc6,939$331.2K0.02%+681+10.9%Added
National Asset Management, Inc.6,987$333.5K0.01%+6,987New
CCG Wealth Management, LLC7,034$335.7K0.19%00.0%Unchanged
Kingfisher Capital LLC7,080$338.0K0.09%+42+0.6%Added
RTD Financial Advisors, Inc.7,103$339.0K0.06%00.0%Unchanged
Federation des caisses Desjardins du Quebec7,135$340.6K0.00%−1,766−19.8%Reduced
Kennedy Investment Group7,157$341.6K0.22%+7,157New
Wealthstar Advisors, LLC7,330$349.9K0.16%00.0%Unchanged
Phoenix Holdings Ltd.7,273$352.2K0.01%−525−6.7%Reduced
Northstar Asset Management LLC7,385$352.5K0.11%00.0%Unchanged
CAPROCK Group, Inc.7,467$356.4K0.03%+205+2.8%Added
Pinnacle Associates Ltd7,537$359.7K0.01%00.0%Unchanged
Alps Advisors Inc7,545$360.1K0.00%+792+11.7%Added
LaSalle St. Investment Advisors, LLC7,575$361.0K0.17%+7,575New
Anchor Investment Management, LLC7,646$364.9K0.05%00.0%Unchanged
Cubist Systematic Strategies, LLC7,650$365.1K0.00%−180,302−95.9%Reduced
Allspring Global Investments Holdings, LLC7,658$365.5K0.00%+5,295+224.1%Added
Lehman & Derafelo Financial Resources LLC7,774$371.1K0.11%00.0%Unchanged
Humankind Investments LLC7,777$371.2K0.16%+784+11.2%Added
Johnson Investment Counsel Inc7,848$374.6K0.01%+4+0.1%Added
Segall Bryant & Hamill, LLC7,870$375.0K0.00%−10.0%Reduced
Beacon Pointe Advisors, LLC7,946$379.3K0.01%−236−2.9%Reduced
Schonfeld Strategic Advisors LLC7,964$380.1K0.00%+7,964New
Chevy Chase Trust Holdings, Inc.8,000$381.8K0.00%00.0%Unchanged
Conestoga Capital Advisors, LLC8,037$383.6K0.01%+1,800+28.9%Added
Tower Wealth Partners, Inc.8,040$383.7K0.33%−750−8.5%Reduced
Gamble Jones Investment Counsel8,168$389.9K0.03%00.0%Unchanged
Veritable, L.P.8,185$390.7K0.01%+2,073+33.9%Added
Apollon Wealth Management, LLC8,205$391.6K0.03%−258−3.0%Reduced
Birch Hill Investment Advisors LLC8,253$393.9K0.03%+360+4.6%Added
Huntington National Bank8,274$394.9K0.00%−2,200−21.0%Reduced
Aaron Wealth Advisors8,374$399.7K0.06%−1,999−19.3%Reduced
Apella Capital, LLC8,407$401.3K0.04%+8,407New
PEAK6 Investments LLC8,440$402.8K0.02%+8,440New
Blume Capital Management, Inc.8,470$404.3K0.14%−340−3.9%Reduced
Girard Partners Ltd.8,484$404.9K0.05%+349+4.3%Added
JustInvest LLC8,578$409.4K0.02%−4,651−35.2%Reduced
Fort Washington Investment Advisors Inc8,669$414.0K0.00%00.0%Unchanged
Captrust Financial Advisors8,694$414.9K0.00%+274+3.3%Added
Rockland Trust Co8,725$416.0K0.03%−201−2.3%Reduced
EagleClaw Capital Managment, LLC8,802$420.1K0.10%00.0%Unchanged
Oppenheimer & Co Inc8,850$422.4K0.01%+3,010+51.5%Added
Central Trust Co8,889$424.3K0.01%00.0%Unchanged
Levy Wealth Management Group, LLC9,043$431.6K0.14%+20.0%Added
Foundations Investment Advisors, LLC9,069$432.9K0.02%00.0%Unchanged