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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 6,987 | $333.5K | 0.01% | +6,987 | New |
| Wetherby Asset Management Inc | 6,939 | $331.2K | 0.02% | +681+10.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,910 | $330.0K | 0.02% | +210+3.1% | Added |
| Commerce Bank | 6,881 | $328.4K | 0.00% | +450+7.0% | Added |
| Pathstone Family Office, LLC | 8,928 | $327.4K | 0.01% | −4,615−34.1% | Reduced |
| Providence Wealth Advisors, LLC | 6,835 | $327.1K | 0.24% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 6,778 | $323.5K | 0.19% | −930−12.1% | Reduced |
| Orion Portfolio Solutions, LLC | 6,680 | $318.9K | 0.01% | +6,680 | New |
| Capital CS Group, LLC | 6,673 | $318.5K | 0.35% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 6,636 | $316.7K | 0.05% | +27+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 6,588 | $314.4K | 0.00% | −1,142−14.8% | Reduced |
| Argent Trust Co | 6,550 | $312.6K | 0.02% | 00.0% | Unchanged |
| Dearborn Partners LLC | 6,526 | $311.5K | 0.01% | −990−13.2% | Reduced |
| First Affirmative Financial Network | 6,478 | $309.2K | 0.37% | −632−8.9% | Reduced |
| Advisors Capital Management, LLC | 6,477 | $309.0K | 0.01% | −10−0.2% | Reduced |
| Daymark Wealth Partners, LLC | 6,418 | $306.3K | 0.05% | +6,418 | New |
| Charter Trust Co | 6,414 | $306.1K | 0.02% | +360+5.9% | Added |
| Alan B. Lancz & Associates, Inc. | 6,234 | $304.2K | 0.31% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 6,350 | $303.1K | 0.02% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 6,250 | $298.3K | 0.07% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,250 | $298.3K | 0.09% | +6,250 | New |
| Coldstream Capital Management Inc | 6,232 | $297.5K | 0.01% | +6,232 | New |
| Prio Wealth Limited Partnership | 6,232 | $297.5K | 0.01% | 00.0% | Unchanged |
| Planning Directions Inc | 6,078 | $290.0K | 0.22% | −156−2.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,987 | $285.8K | 0.02% | +238+4.1% | Added |
| Charter Research & Investment Group, Inc. | 5,930 | $283.0K | 0.27% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 5,912 | $282.2K | 0.07% | −668−10.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,898 | $281.5K | 0.03% | −114−1.9% | Reduced |
| Stillwater Capital Advisors, LLC | 5,879 | $280.6K | 0.06% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,866 | $280.0K | 0.03% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 5,859 | $280.0K | 0.01% | −16−0.3% | Reduced |
| Private Trust Co NA | 5,752 | $275.0K | 0.04% | −106−1.8% | Reduced |
| Metis Global Partners, LLC | 5,738 | $273.9K | 0.02% | +5,738 | New |
| Bigelow Investment Advisors, LLC | 5,714 | $272.7K | 0.16% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,712 | $272.6K | 0.03% | +5,712 | New |
| Advisor Partners II, LLC | 5,696 | $271.9K | 0.02% | +5,696 | New |
| Lowe Brockenbrough & Co Inc | 5,650 | $269.7K | 0.02% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $264.2K | 0.07% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,525 | $264.0K | 0.01% | −8,790−61.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,449 | $260.1K | 0.00% | −3,482−39.0% | Reduced |
| Gateway Investment Advisers LLC | 5,431 | $259.2K | 0.00% | +5,431 | New |
| Glenview Trust Co | 5,392 | $257.4K | 0.01% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 5,380 | $256.8K | 0.01% | +5,380 | New |
| CWM, LLC | 5,353 | $255.0K | 0.00% | +1,580+41.9% | Added |
| Wade G W & Inc | 5,271 | $252.0K | 0.01% | +289+5.8% | Added |
| Brown Miller Wealth Management, LLC | 5,278 | $251.9K | 0.16% | +5+0.1% | Added |
| Occudo Quantitative Strategies LP | 5,218 | $249.1K | 0.03% | −16,126−75.6% | Reduced |
| Univest Financial Corp | 5,179 | $247.2K | 0.08% | 00.0% | Unchanged |
| Blair William & Co | 5,146 | $245.6K | 0.00% | −804−13.5% | Reduced |
| Washington Trust Co | 5,070 | $242.0K | 0.01% | +2,140+73.0% | Added |
| Joel Isaacson & Co., LLC | 5,025 | $239.8K | 0.02% | −1,983−28.3% | Reduced |
| Johnson Financial Group, Inc. | 5,000 | $238.7K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,259 | $238.1K | 0.01% | −7,561−54.7% | Reduced |
| Fulcrum Equity Management | 4,983 | $237.8K | 0.19% | +4,983 | New |
| Davy Global Fund Management Ltd | 4,889 | $233.4K | 0.05% | +4,889 | New |
| Ironwood Investment Counsel, LLC | 4,889 | $233.3K | 0.06% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 4,881 | $233.0K | 0.01% | +4,881 | New |
| Barings LLC | 4,847 | $231.3K | 0.01% | +4,847 | 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 |
| Colony Group LLC | 4,828 | $230.0K | 0.00% | +4,828 | New |
| Fulton Bank, N.A. | 4,793 | $229.0K | 0.01% | −1,339−21.8% | Reduced |
| Main Street Financial Solutions, LLC | 4,781 | $228.0K | 0.04% | +4,781 | New |
| Hartline Investment Corp | 4,770 | $227.7K | 0.05% | +4,770 | New |
| Accel Wealth Management | 4,768 | $227.6K | 0.11% | −309−6.1% | Reduced |
| Boston Financial Mangement LLC | 4,759 | $227.2K | 0.01% | +4,759 | New |
| Cape Cod Five Cents Savings Bank | 4,750 | $226.7K | 0.03% | +4,750 | New |
| Kestra Private Wealth Services, LLC | 4,739 | $226.2K | 0.01% | +4,739 | New |
| Perigon Wealth Management, LLC | 4,694 | $224.0K | 0.01% | +4,694 | New |
| Leonteq Securities AG | 4,655 | $222.2K | 0.01% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 4,600 | $219.6K | 0.25% | +4,600 | New |
| Redwood Wealth Management Group, LLC | 4,596 | $219.4K | 0.27% | +4,596 | New |
| Howland Capital Management LLC | 4,595 | $219.3K | 0.01% | +4,595 | New |
| First American Bank | 4,508 | $215.2K | 0.02% | −1,052−18.9% | Reduced |
| Twinbeech Capital LP | 4,502 | $214.9K | 0.00% | −63,429−93.4% | Reduced |
| Axxcess Wealth Management, LLC | 4,492 | $214.4K | 0.02% | +4,492 | New |
| DuPont Capital Management Corp | 4,471 | $213.4K | 0.01% | +4,471 | New |
| International Assets Investment Management, LLC | 4,450 | $212.4K | 0.02% | +4,450 | New |
| Davis R M Inc | 4,433 | $212.0K | 0.01% | +4,433 | New |
| SOA Wealth Advisors, LLC. | 4,408 | $210.4K | 0.06% | +3,335+310.8% | Added |
| 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 |
| Headinvest, LLC | 4,350 | $207.6K | 0.05% | +4,350 | 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 |
| Aveo Capital Partners, LLC | 4,291 | $204.8K | 0.03% | +4,291 | New |
| Cetera Advisors LLC | 4,288 | $204.7K | 0.00% | +4,288 | New |
| Clark Capital Management Group, Inc. | 4,243 | $202.5K | 0.00% | +4,243 | New |
| Brookstone Capital Management | 4,106 | $200.4K | 0.00% | +4,106 | New |
| Wellington Shields Capital Management, LLC | 4,166 | $198.8K | 0.02% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 4,071 | $194.0K | 0.00% | −222−5.2% | Reduced |
| Cary Street Partners Asset Management LLC | 4,013 | $191.5K | 0.04% | +372+10.2% | Added |
| Grey Fox Wealth Advisors, LLC | 3,963 | $189.2K | 0.12% | +3,963 | New |
| Kempen Capital Management N.V. | 3,836 | $183.1K | 0.01% | +2,034+112.9% | Added |
| Quadrant Capital Group LLC | 3,617 | $172.6K | 0.02% | −313−8.0% | Reduced |
| Tompkins Financial Corp | 3,419 | $163.0K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,364 | $161.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,341 | $159.0K | 0.01% | 00.0% | Unchanged |
| 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 |