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 Bank of Canada | 2,905 | $138.6K | 0.00% | −20,446−87.6% | Reduced |
| Bank of New Hampshire | 2,875 | $137.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,622 | $135.0K | 0.00% | −746−22.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,731 | $130.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,731 | $130.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,703 | $129.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,626 | $125.3K | 0.00% | +391+17.5% | Added |
| Truvestments Capital LLC | 2,556 | $122.0K | 0.07% | −969−27.5% | Reduced |
| Signaturefd, LLC | 2,473 | $118.0K | 0.00% | +1,138+85.2% | Added |
| Citizens National Bank Trust Department | 2,450 | $117.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,403 | $114.7K | 0.01% | +295+14.0% | Added |
| Colonial Trust Advisors | 2,392 | $114.2K | 0.01% | +2,392 | New |
| Kepos Capital LP | 2,382 | $114.0K | 0.02% | −800−25.1% | Reduced |
| Addison Advisors LLC | 2,313 | $110.4K | 0.07% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,300 | $109.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,284 | $109.0K | 0.00% | −318−12.2% | Reduced |
| Delta Asset Management LLC | 2,261 | $107.9K | 0.01% | +2,261 | New |
| Umb Bank N A | 2,140 | $102.0K | 0.00% | −8,019−78.9% | Reduced |
| Tower View Investment Management & Research LLC | 2,098 | $100.0K | 0.07% | +7+0.3% | Added |
| Archer Investment Corp | 1,959 | $93.5K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,916 | $91.5K | 0.01% | −450−19.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,900 | $90.7K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,875 | $89.5K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,819 | $86.8K | 0.01% | +681+59.8% | Added |
| Baystate Wealth Management LLC | 1,780 | $85.0K | 0.01% | +6+0.3% | Added |
| Parallel Advisors, LLC | 1,751 | $83.6K | 0.00% | +131+8.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $80.9K | 0.04% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,666 | $79.5K | 0.02% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 1,657 | $79.1K | 0.07% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,600 | $76.4K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,589 | $76.0K | 0.00% | −104−6.1% | Reduced |
| Endurance Wealth Management, Inc. | 1,500 | $72.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,468 | $70.1K | 0.00% | −212−12.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,400 | $66.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,319 | $63.0K | 0.01% | +1,319 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $62.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,251 | $59.7K | 0.01% | +2+0.2% | Added |
| Peoples Financial Services Corp. | 1,250 | $59.6K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,166 | $55.7K | 0.01% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,102 | $52.6K | 0.03% | +1,102 | New |
| Arrow Financial Corp | 1,082 | $52.0K | 0.01% | 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 |
| Hazlett, Burt & Watson, Inc. | 975 | $48.0K | 0.04% | 00.0% | Unchanged |
| Motco | 969 | $46.3K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 900 | $43.0K | 0.02% | +900 | New |
| Ronald Blue Trust, Inc. | 1,021 | $42.0K | 0.00% | −76−6.9% | Reduced |
| Mendota Financial Group, LLC | 858 | $40.9K | 0.05% | +858 | New |
| Romano Brothers and Company | 806 | $38.5K | 0.01% | +806 | New |
| First Community Trust NA | 802 | $38.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 792 | $37.8K | 0.00% | +18+2.3% | Added |
| Sandy Spring Bank | 773 | $36.9K | 0.00% | +609+371.3% | 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 |
| MCF Advisors LLC | 753 | $36.0K | 0.00% | +4+0.5% | Added |
| Princeton Global Asset Management LLC | 705 | $34.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 666 | $32.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 666 | $32.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 658 | $31.4K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 650 | $31.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $31.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 625 | $29.8K | 0.02% | +625 | New |
| EWG Elevate Inc. | 610 | $29.1K | 0.01% | +610 | New |
| HHM Wealth Advisors, LLC | 561 | $26.8K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 545 | $26.0K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 517 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 523 | $25.0K | 0.01% | −18−3.3% | Reduced |
| Barrett & Company, Inc. | 500 | $23.9K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 500 | $23.9K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 500 | $23.9K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 498 | $23.8K | 0.01% | +50+11.2% | Added |
| McIlrath & Eck, LLC | 493 | $23.5K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 515 | $23.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 473 | $22.6K | 0.01% | −5−1.0% | Reduced |
| JFS Wealth Advisors, LLC | 469 | $22.4K | 0.00% | +6+1.3% | Added |
| Coppell Advisory Solutions LLC | 460 | $22.0K | 0.01% | +460 | New |
| Coppell Advisory Solutions Corp. | 460 | $22.0K | 0.01% | +460 | New |
| Ruedi Wealth Management, Inc. | 444 | $21.2K | 0.01% | +444 | New |
| Clearview Wealth Advisors LLC | 430 | $20.5K | 0.02% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 424 | $20.2K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 425 | $20.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 423 | $20.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 406 | $19.4K | 0.01% | +1+0.2% | Added |
| City State Bank | 380 | $18.0K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 375 | $17.9K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 375 | $17.9K | 0.03% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 360 | $17.0K | 0.01% | +360 | New |
| CoreCap Advisors, LLC | 352 | $16.8K | 0.00% | +352 | New |
| Byrne Asset Management LLC | 345 | $16.5K | 0.01% | +345 | New |
| Quent Capital, LLC | 338 | $16.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 336 | $16.0K | 0.01% | −1−0.3% | Reduced |
| Concord Wealth Partners | 331 | $15.8K | 0.00% | +331 | New |
| Itau Unibanco Holding S.A. | 327 | $15.6K | 0.00% | −1,860−85.0% | Reduced |
| New Millennium Group LLC | 322 | $15.4K | 0.02% | +2+0.6% | Added |
| Capital Advisors, Ltd. LLC | 769 | $15.0K | 0.00% | +462+150.5% | Added |
| CNB Bank | 300 | $14.3K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 298 | $14.2K | 0.00% | −164−35.5% | Reduced |
| Simplex Trading, LLC | 304 | $14.0K | 0.00% | −1,032−77.2% | Reduced |
| Resources Management Corp | 300 | $14.0K | 0.00% | −57−16.0% | Reduced |
| Financial Connections Group, Inc. | 300 | $14.0K | 0.01% | 00.0% | Unchanged |