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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 15,918 | $759.8K | 0.05% | +747+4.9% | Added |
| HBK Sorce Advisory LLC | 15,886 | $758.0K | 0.02% | +8,126+104.7% | Added |
| First Pacific Financial | 15,829 | $755.5K | 0.37% | +431+2.8% | Added |
| Intech Investment Management LLC | 15,499 | $739.8K | 0.01% | +793+5.4% | Added |
| Loudon Investment Management, LLC | 15,463 | $738.0K | 0.53% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 14,995 | $715.6K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 14,950 | $713.6K | 0.31% | −376−2.5% | Reduced |
| Ossiam | 14,943 | $713.2K | 0.02% | −690−4.4% | Reduced |
| Good Life Advisors, LLC | 14,909 | $711.6K | 0.10% | +10+0.1% | Added |
| CIBC Asset Management Inc | 14,819 | $707.3K | 0.00% | −4,701−24.1% | Reduced |
| Philadelphia Trust Co | 14,699 | $702.0K | 0.08% | −1,196−7.5% | Reduced |
| Resurgent Financial Advisors LLC | 14,543 | $694.1K | 0.37% | −89−0.6% | Reduced |
| KBC Group NV | 14,413 | $688.0K | 0.00% | −5,818−28.8% | Reduced |
| Diversified, LLC | 14,353 | $685.1K | 0.27% | +5,173+56.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $668.0K | 0.47% | 00.0% | Unchanged |
| Vestcor Inc | 13,941 | $665.0K | 0.02% | +50+0.4% | Added |
| United Capital Financial Advisers, LLC | 13,787 | $658.1K | 0.00% | −546−3.8% | Reduced |
| Schroder Investment Management Group | 13,284 | $634.0K | 0.00% | +6,425+93.7% | Added |
| Avantax Advisory Services, Inc. | 13,146 | $627.5K | 0.01% | +157+1.2% | Added |
| SS&H Financial Advisors, Inc. | 13,074 | $624.0K | 0.30% | 00.0% | Unchanged |
| Spinnaker Trust | 12,954 | $618.0K | 0.05% | −215−1.6% | Reduced |
| Illinois Municipal Retirement Fund | 12,828 | $612.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 12,762 | $609.0K | 0.00% | −8,578−40.2% | Reduced |
| Ethic Inc. | 12,715 | $606.9K | 0.03% | +5,218+69.6% | Added |
| Moors & Cabot, Inc. | 12,664 | $604.5K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 12,352 | $589.6K | 0.02% | +335+2.8% | Added |
| Penserra Capital Management LLC | 12,132 | $579.0K | 0.01% | +12,132 | New |
| Institute for Wealth Management, LLC. | 11,940 | $569.9K | 0.12% | −400−3.2% | Reduced |
| Shelton Capital Management | 11,853 | $565.7K | 0.06% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,687 | $557.8K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 11,618 | $554.6K | 0.02% | +368+3.3% | Added |
| W.H. Cornerstone Investments Inc. | 11,265 | $549.6K | 0.52% | +22+0.2% | Added |
| Meeder Advisory Services, Inc. | 11,486 | $548.2K | 0.07% | +11,486 | New |
| American Century Companies Inc | 11,452 | $546.6K | 0.00% | −472−4.0% | Reduced |
| Wealth Effects LLC | 11,382 | $543.3K | 0.31% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 11,214 | $535.0K | 0.20% | −34,428−75.4% | Reduced |
| Natixis Investment Managers International | 11,191 | $534.1K | 0.04% | +882+8.6% | Added |
| Tiaa, FSB | 10,993 | $524.7K | 0.00% | −43−0.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,843 | $518.0K | 0.27% | −121−1.1% | Reduced |
| BKD Wealth Advisors, LLC | 10,801 | $515.6K | 0.02% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 10,769 | $514.0K | 0.12% | −40.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $511.0K | 0.00% | +169+1.6% | Added |
| Advisory Services Network, LLC | 10,583 | $505.1K | 0.02% | −351−3.2% | Reduced |
| Quantamental Technologies LLC | 10,551 | $503.6K | 0.23% | +191+1.8% | Added |
| Blossom Wealth Management | 10,469 | $499.7K | 2.41% | +50+0.5% | Added |
| SeaCrest Wealth Management, LLC | 10,438 | $498.2K | 0.07% | −499−4.6% | Reduced |
| Banque Cantonale Vaudoise | 10,260 | $490.0K | 0.03% | +745+7.8% | Added |
| Ferguson Wellman Capital Management, Inc | 10,205 | $487.0K | 0.01% | +500+5.2% | Added |
| Procyon Private Wealth Partners, LLC | 10,008 | $477.7K | 0.09% | +10,008 | New |
| Duality Advisers, LP | 9,922 | $473.6K | 0.05% | −66,192−87.0% | Reduced |
| Cascade Investment Group, Inc. | 9,880 | $471.6K | 0.49% | +9,880 | New |
| J.W. Cole Advisors, Inc. | 9,778 | $466.7K | 0.04% | +11+0.1% | Added |
| Keybank National Association | 9,719 | $463.9K | 0.00% | −250−2.5% | Reduced |
| Balentine LLC | 9,668 | $461.5K | 0.02% | +9,668 | New |
| Great Valley Advisor Group, Inc. | 9,499 | $453.6K | 0.02% | −1,163−10.9% | Reduced |
| Marcum Wealth, LLC | 9,099 | $434.3K | 0.06% | +24+0.3% | Added |
| HB Wealth Management, LLC | 9,073 | $433.1K | 0.01% | +67+0.7% | Added |
| Foundations Investment Advisors, LLC | 9,069 | $432.9K | 0.02% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 9,043 | $431.6K | 0.14% | +20.0% | Added |
| Central Trust Co | 8,889 | $424.3K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 8,850 | $422.4K | 0.01% | +3,010+51.5% | Added |
| EagleClaw Capital Managment, LLC | 8,802 | $420.1K | 0.10% | 00.0% | Unchanged |
| Rockland Trust Co | 8,725 | $416.0K | 0.03% | −201−2.3% | Reduced |
| Captrust Financial Advisors | 8,694 | $414.9K | 0.00% | +274+3.3% | Added |
| Fort Washington Investment Advisors Inc | 8,669 | $414.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 8,578 | $409.4K | 0.02% | −4,651−35.2% | Reduced |
| Girard Partners Ltd. | 8,484 | $404.9K | 0.05% | +349+4.3% | Added |
| Blume Capital Management, Inc. | 8,470 | $404.3K | 0.14% | −340−3.9% | Reduced |
| PEAK6 Investments LLC | 8,440 | $402.8K | 0.02% | +8,440 | New |
| Apella Capital, LLC | 8,407 | $401.3K | 0.04% | +8,407 | New |
| Aaron Wealth Advisors | 8,374 | $399.7K | 0.06% | −1,999−19.3% | Reduced |
| Huntington National Bank | 8,274 | $394.9K | 0.00% | −2,200−21.0% | Reduced |
| Birch Hill Investment Advisors LLC | 8,253 | $393.9K | 0.03% | +360+4.6% | Added |
| Apollon Wealth Management, LLC | 8,205 | $391.6K | 0.03% | −258−3.0% | Reduced |
| Veritable, L.P. | 8,185 | $390.7K | 0.01% | +2,073+33.9% | Added |
| Gamble Jones Investment Counsel | 8,168 | $389.9K | 0.03% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 8,040 | $383.7K | 0.33% | −750−8.5% | Reduced |
| Conestoga Capital Advisors, LLC | 8,037 | $383.6K | 0.01% | +1,800+28.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 8,000 | $381.8K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 7,964 | $380.1K | 0.00% | +7,964 | New |
| Beacon Pointe Advisors, LLC | 7,946 | $379.3K | 0.01% | −236−2.9% | Reduced |
| Segall Bryant & Hamill, LLC | 7,870 | $375.0K | 0.00% | −10.0% | Reduced |
| Johnson Investment Counsel Inc | 7,848 | $374.6K | 0.01% | +4+0.1% | Added |
| Humankind Investments LLC | 7,777 | $371.2K | 0.16% | +784+11.2% | Added |
| Lehman & Derafelo Financial Resources LLC | 7,774 | $371.1K | 0.11% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,658 | $365.5K | 0.00% | +5,295+224.1% | Added |
| Cubist Systematic Strategies, LLC | 7,650 | $365.1K | 0.00% | −180,302−95.9% | Reduced |
| Anchor Investment Management, LLC | 7,646 | $364.9K | 0.05% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 7,575 | $361.0K | 0.17% | +7,575 | New |
| Alps Advisors Inc | 7,545 | $360.1K | 0.00% | +792+11.7% | Added |
| Pinnacle Associates Ltd | 7,537 | $359.7K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 7,467 | $356.4K | 0.03% | +205+2.8% | Added |
| Northstar Asset Management LLC | 7,385 | $352.5K | 0.11% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 7,273 | $352.2K | 0.01% | −525−6.7% | Reduced |
| Wealthstar Advisors, LLC | 7,330 | $349.9K | 0.16% | 00.0% | Unchanged |
| Kennedy Investment Group | 7,157 | $341.6K | 0.22% | +7,157 | New |
| Federation des caisses Desjardins du Quebec | 7,135 | $340.6K | 0.00% | −1,766−19.8% | Reduced |
| RTD Financial Advisors, Inc. | 7,103 | $339.0K | 0.06% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 7,080 | $338.0K | 0.09% | +42+0.6% | Added |
| CCG Wealth Management, LLC | 7,034 | $335.7K | 0.19% | 00.0% | Unchanged |