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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 9,073 | $433.1K | 0.01% | +67+0.7% | Added |
| Marcum Wealth, LLC | 9,099 | $434.3K | 0.06% | +24+0.3% | Added |
| Great Valley Advisor Group, Inc. | 9,499 | $453.6K | 0.02% | −1,163−10.9% | Reduced |
| Balentine LLC | 9,668 | $461.5K | 0.02% | +9,668 | New |
| Keybank National Association | 9,719 | $463.9K | 0.00% | −250−2.5% | Reduced |
| J.W. Cole Advisors, Inc. | 9,778 | $466.7K | 0.04% | +11+0.1% | Added |
| Cascade Investment Group, Inc. | 9,880 | $471.6K | 0.49% | +9,880 | New |
| Duality Advisers, LP | 9,922 | $473.6K | 0.05% | −66,192−87.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 10,008 | $477.7K | 0.09% | +10,008 | New |
| Ferguson Wellman Capital Management, Inc | 10,205 | $487.0K | 0.01% | +500+5.2% | Added |
| Banque Cantonale Vaudoise | 10,260 | $490.0K | 0.03% | +745+7.8% | Added |
| SeaCrest Wealth Management, LLC | 10,438 | $498.2K | 0.07% | −499−4.6% | Reduced |
| Blossom Wealth Management | 10,469 | $499.7K | 2.41% | +50+0.5% | Added |
| Quantamental Technologies LLC | 10,551 | $503.6K | 0.23% | +191+1.8% | Added |
| Advisory Services Network, LLC | 10,583 | $505.1K | 0.02% | −351−3.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $511.0K | 0.00% | +169+1.6% | Added |
| TrinityPoint Wealth, LLC | 10,769 | $514.0K | 0.12% | −40.0% | Reduced |
| BKD Wealth Advisors, LLC | 10,801 | $515.6K | 0.02% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,843 | $518.0K | 0.27% | −121−1.1% | Reduced |
| Tiaa, FSB | 10,993 | $524.7K | 0.00% | −43−0.4% | Reduced |
| Natixis Investment Managers International | 11,191 | $534.1K | 0.04% | +882+8.6% | Added |
| O'Brien Greene & Co. Inc | 11,214 | $535.0K | 0.20% | −34,428−75.4% | Reduced |
| Wealth Effects LLC | 11,382 | $543.3K | 0.31% | 00.0% | Unchanged |
| American Century Companies Inc | 11,452 | $546.6K | 0.00% | −472−4.0% | Reduced |
| Meeder Advisory Services, Inc. | 11,486 | $548.2K | 0.07% | +11,486 | New |
| W.H. Cornerstone Investments Inc. | 11,265 | $549.6K | 0.52% | +22+0.2% | Added |
| Sigma Planning Corp | 11,618 | $554.6K | 0.02% | +368+3.3% | Added |
| Welch & Forbes LLC | 11,687 | $557.8K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 11,853 | $565.7K | 0.06% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 11,940 | $569.9K | 0.12% | −400−3.2% | Reduced |
| Penserra Capital Management LLC | 12,132 | $579.0K | 0.01% | +12,132 | New |
| Exchange Traded Concepts, LLC | 12,352 | $589.6K | 0.02% | +335+2.8% | Added |
| Moors & Cabot, Inc. | 12,664 | $604.5K | 0.04% | 00.0% | Unchanged |
| Ethic Inc. | 12,715 | $606.9K | 0.03% | +5,218+69.6% | Added |
| Rockefeller Capital Management L.P. | 12,762 | $609.0K | 0.00% | −8,578−40.2% | Reduced |
| Illinois Municipal Retirement Fund | 12,828 | $612.0K | 0.01% | 00.0% | Unchanged |
| Spinnaker Trust | 12,954 | $618.0K | 0.05% | −215−1.6% | Reduced |
| SS&H Financial Advisors, Inc. | 13,074 | $624.0K | 0.30% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 13,146 | $627.5K | 0.01% | +157+1.2% | Added |
| Schroder Investment Management Group | 13,284 | $634.0K | 0.00% | +6,425+93.7% | Added |
| United Capital Financial Advisers, LLC | 13,787 | $658.1K | 0.00% | −546−3.8% | Reduced |
| Vestcor Inc | 13,941 | $665.0K | 0.02% | +50+0.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $668.0K | 0.47% | 00.0% | Unchanged |
| Diversified, LLC | 14,353 | $685.1K | 0.27% | +5,173+56.4% | Added |
| KBC Group NV | 14,413 | $688.0K | 0.00% | −5,818−28.8% | Reduced |
| Resurgent Financial Advisors LLC | 14,543 | $694.1K | 0.37% | −89−0.6% | Reduced |
| Philadelphia Trust Co | 14,699 | $702.0K | 0.08% | −1,196−7.5% | Reduced |
| CIBC Asset Management Inc | 14,819 | $707.3K | 0.00% | −4,701−24.1% | Reduced |
| Good Life Advisors, LLC | 14,909 | $711.6K | 0.10% | +10+0.1% | Added |
| Ossiam | 14,943 | $713.2K | 0.02% | −690−4.4% | Reduced |
| Clean Yield Group | 14,950 | $713.6K | 0.31% | −376−2.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,995 | $715.6K | 0.03% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 15,463 | $738.0K | 0.53% | 00.0% | Unchanged |
| Intech Investment Management LLC | 15,499 | $739.8K | 0.01% | +793+5.4% | Added |
| First Pacific Financial | 15,829 | $755.5K | 0.37% | +431+2.8% | Added |
| HBK Sorce Advisory LLC | 15,886 | $758.0K | 0.02% | +8,126+104.7% | Added |
| Belpointe Asset Management LLC | 15,918 | $759.8K | 0.05% | +747+4.9% | Added |
| Rowland & Co Investment Counsel | 16,150 | $777.8K | 0.19% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 16,503 | $787.7K | 0.01% | +4,644+39.2% | Added |
| Gotham Asset Management, LLC | 16,578 | $791.3K | 0.02% | −24,000−59.1% | Reduced |
| First Republic Investment Management, Inc. | 16,660 | $795.2K | 0.00% | +10,012+150.6% | Added |
| HSBC Holdings PLC | 16,688 | $796.5K | 0.00% | −48,966−74.6% | Reduced |
| Ninepoint Partners LP | 16,826 | $803.0K | 0.11% | +16,826 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,135 | $817.9K | 0.02% | +2,420+16.4% | Added |
| Smithfield Trust Co | 17,269 | $824.0K | 0.06% | 00.0% | Unchanged |
| CenterBook Partners LP | 17,306 | $826.0K | 0.14% | −9,150−34.6% | Reduced |
| Fiduciary Trust Co | 17,361 | $828.6K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 17,594 | $839.8K | 0.05% | −1,150−6.1% | Reduced |
| Westpac Banking Corp | 17,600 | $840.0K | 0.01% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 17,734 | $846.4K | 0.00% | −1,450−7.6% | Reduced |
| Colony Family Offices, LLC | 18,735 | $894.2K | 0.37% | +100+0.5% | Added |
| Cetera Investment Advisers | 18,857 | $900.1K | 0.01% | +7,847+71.3% | Added |
| Shell Asset Management Co | 19,034 | $908.0K | 0.04% | 00.0% | Unchanged |
| TD Asset Management Inc | 19,071 | $910.3K | 0.00% | +700+3.8% | Added |
| Penobscot Investment Management Company, Inc. | 19,145 | $913.8K | 0.16% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 19,187 | $916.0K | 0.03% | +489+2.6% | Added |
| Liberty One Investment Management, LLC | 19,205 | $916.7K | 0.13% | −1,020−5.0% | Reduced |
| Tower Bridge Advisors | 19,348 | $923.5K | 0.08% | −400−2.0% | Reduced |
| Mitchell Sinkler & Starr | 19,580 | $934.6K | 0.30% | +1,700+9.5% | Added |
| Key Financial Inc | 22,934 | $949.0K | 0.45% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 19,968 | $953.1K | 0.02% | −28−0.1% | Reduced |
| Public Sector Pension Investment Board | 20,140 | $961.3K | 0.01% | +2,340+13.1% | Added |
| Sonen Capital LLC | 20,367 | $972.1K | 1.59% | +626+3.2% | Added |
| Advisors Asset Management, Inc. | 21,452 | $979.9K | 0.02% | +5,297+32.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 20,649 | $985.6K | 0.00% | +442+2.2% | Added |
| Rodgers Brothers Inc. | 20,788 | $992.2K | 0.20% | −2,300−10.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 20,893 | $997.2K | 0.33% | −407−1.9% | Reduced |
| Bernardo Wealth Planning LLC | 20,895 | $997.3K | 0.47% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 21,144 | $1.01M | 0.06% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 21,295 | $1.02M | 0.28% | −758−3.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,297 | $1.02M | 0.02% | −821−3.7% | Reduced |
| Pathway Financial Advisers, LLC | 21,301 | $1.02M | 0.41% | +21,301 | New |
| Crossmark Global Holdings, Inc. | 21,616 | $1.03M | 0.03% | +183+0.9% | Added |
| Swiss Life Asset Management Ltd | 21,553 | $1.03M | 0.02% | +11,108+106.3% | Added |
| British Columbia Investment Management Corp | 21,915 | $1.05M | 0.01% | −2,635−10.7% | Reduced |
| Securian Asset Management, Inc | 21,934 | $1.05M | 0.03% | +158+0.7% | Added |
| US Bancorp | 22,015 | $1.05M | 0.00% | +1,253+6.0% | Added |
| Arkadios Wealth Advisors | 22,047 | $1.05M | 0.14% | −339−1.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,089 | $1.05M | 0.03% | −12,354−35.9% | Reduced |
| D.A. Davidson & Co. | 22,194 | $1.06M | 0.01% | +40.0% | Added |