Essential Utilities, Inc.

WTRG

Exchange: NYSE
Industry: Water Supply
SEC CIK: 0000078128

SEC filings (opens in a new tab)

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

Value heldQ4 2022: $9.21B

Institutions holding WTRG and their total value by quarter
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.

Institutions holding WTRG in Q4 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Creative Financial Designs Inc	288	$13.7K	0.00%	+2+0.7%	Added
Piershale Financial Group, Inc.	285	$13.6K	0.01%	+285	New
Colonial Trust Co	280	$13.4K	0.00%	+280	New
Baker Avenue Asset Management, LP	277	$13.2K	0.00%	+277	New
Lindbrook Capital, LLC	261	$12.5K	0.00%	+124+90.5%	Added
Accurate Wealth Management, LLC	251	$12.3K	0.00%	+251	New
TD Waterhouse Canada Inc.	234	$11.3K	0.00%	00.0%	Unchanged
NVWM, LLC	220	$10.6K	0.00%	−1−0.5%	Reduced
Spire Wealth Management	200	$10.0K	0.00%	00.0%	Unchanged
Osterweis Capital Management Inc	206	$9.83K	0.00%	00.0%	Unchanged
South State Corp.	201	$9.59K	0.00%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	200	$9.55K	0.00%	+200	New
Thompson Siegel & Walmsley LLC	181	$9.00K	0.00%	00.0%	Unchanged
Godsey & Gibb Associates	188	$8.97K	0.00%	+188	New
Global Retirement Partners, LLC	155	$7.41K	0.00%	−105−40.4%	Reduced
Maryland Capital Advisors Inc.	150	$7.16K	0.01%	00.0%	Unchanged
GW&K Investment Management, LLC	145	$7.00K	0.00%	00.0%	Unchanged
Westside Investment Management, Inc.	156	$7.00K	0.00%	00.0%	Unchanged
Lansing Street Advisors	142	$6.76K	0.00%	+2+1.4%	Added
Larson Financial Group LLC	138	$6.59K	0.00%	00.0%	Unchanged
ICA Group Wealth Management, LLC	125	$5.97K	0.00%	+125	New
Versant Capital Management, Inc	115	$5.49K	0.00%	−6−5.0%	Reduced
Mine & Arao Wealth Creation & Management, LLC.	113	$5.39K	0.00%	+1+0.9%	Added
Farmers & Merchants Investments Inc	107	$5.11K	0.00%	−3−2.7%	Reduced
Massmutual Trust Co FSB	105	$5.00K	0.00%	−37−26.1%	Reduced
Bell Investment Advisors, Inc	104	$4.96K	0.00%	−115−52.5%	Reduced
Comerica Securities,inc.	82	$3.92K	0.00%	+82	New
Red Tortoise LLC	79	$3.77K	0.00%	+79	New
Glassman Wealth Services	75	$3.58K	0.00%	+9+13.6%	Added
Tradewinds Capital Management, LLC	71	$3.38K	0.00%	+1+1.4%	Added
U.S. Capital Wealth Advisors, LLC	62	$2.96K	0.00%	+62	New
Schubert & Co	55	$2.63K	0.00%	−3−5.2%	Reduced
Dark Forest Capital Management LP	40	$1.91K	0.00%	+40	New
Hexagon Capital Partners LLC	32	$1.53K	0.00%	−27−45.8%	Reduced
Raffa Wealth Management, LLC	31	$1.48K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	25	$1.19K	0.00%	+11+78.6%	Added
First Horizon Advisors, Inc.	24	$1.15K	0.00%	−210−89.7%	Reduced
Winch Advisory Services, LLC	25	$1.00K	0.00%	00.0%	Unchanged
Sierra Capital LLC	31	$1.00K	0.00%	00.0%	Unchanged
Avion Wealth	28	$1.00K	0.00%	00.0%	Unchanged
Ulland Investment Advisors, LLC	30	$1.00K	0.00%	00.0%	Unchanged
Steward Financial Group LLC	40	$1.00K	0.00%	+40	New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	17	$825	0.00%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	17	$811	0.00%	+17	New
Sofos Investments, Inc.	48	$658	0.01%	+48	New
Pinnacle Financial Partners Inc	12	$573	0.00%	+12	New
Farther Finance Advisors, LLC	12	$573	0.00%	+12	New
Parkside Financial Bank & Trust	10	$477	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	9	$436	0.00%	00.0%	Unchanged
My Personal CFO, LLC	8	$382	0.00%	+8	New
True Wealth Design, LLC	6	$286	0.00%	+6	New
Cedar Mountain Advisors, LLC	1	$44	0.00%	+1	New
Valley National Advisers Inc	20	$0	0.00%	00.0%	Unchanged
Clear Street Markets LLC	1	$0	0.00%	+1	New
Financial Management Professionals, Inc.	7	$0	0.00%	+7	New
First Command Advisory Services, Inc.	74	$0	0.00%	+74	New
Iron Horse Wealth Management, LLC	5	$0	0.00%	+5	New
Hallmark Capital Management Inc	0	$0	0.00%	−44−100.0%	Sold out
Electron Capital Partners, LLC	0	$0	0.00%	−708,649−100.0%	Sold out
Balyasny Asset Management LLC	0	$0	0.00%	−645,930−100.0%	Sold out
BNP Paribas Arbitrage, SA	0	$0	0.00%	−319,707−100.0%	Sold out
Beck Bode, LLC	0	$0	0.00%	−267,609−100.0%	Sold out
Renaissance Technologies LLC	0	$0	0.00%	−231,390−100.0%	Sold out
ExodusPoint Capital Management, LP	0	$0	0.00%	−111,449−100.0%	Sold out
Marshall Wace, LLP	0	$0	0.00%	−102,688−100.0%	Sold out
Magnetar Financial LLC	0	$0	0.00%	−83,112−100.0%	Sold out
LMR Partners LLP	0	$0	0.00%	−80,000−100.0%	Sold out
D. E. Shaw & Co., Inc.	0	$0	0.00%	−76,993−100.0%	Sold out
Putnam Investments LLC	0	$0	0.00%	−69,586−100.0%	Sold out
Quantbot Technologies LP	0	$0	0.00%	−67,451−100.0%	Sold out
Qube Research & Technologies Ltd	0	$0	0.00%	−56,041−100.0%	Sold out
Vident Investment Advisory, LLC	0	$0	0.00%	−49,994−100.0%	Sold out
Engineers Gate Manager LP	0	$0	0.00%	−47,897−100.0%	Sold out
Healthcare of Ontario Pension Plan Trust Fund	0	$0	0.00%	−44,562−100.0%	Sold out
Voloridge Investment Management, LLC	0	$0	0.00%	−42,141−100.0%	Sold out
Cipher Capital LP	0	$0	0.00%	−35,198−100.0%	Sold out
Wealth Enhancement Advisory Services, LLC	0	$0	0.00%	−32,850−100.0%	Sold out
Two Sigma Investments, LP	0	$0	0.00%	−28,539−100.0%	Sold out
AlphaCrest Capital Management LLC	0	$0	0.00%	−25,682−100.0%	Sold out
Worldquant Millennium Advisors LLC	0	$0	0.00%	−20,969−100.0%	Sold out
Miller Howard Investments Inc	0	$0	0.00%	−20,616−100.0%	Sold out
Boothbay Fund Management, LLC	0	$0	0.00%	−20,148−100.0%	Sold out
Taylor Hoffman Wealth Management	0	$0	0.00%	−17,695−100.0%	Sold out
FORA Capital, LLC	0	$0	0.00%	−17,065−100.0%	Sold out
Meeder Asset Management Inc	0	$0	0.00%	−15,948−100.0%	Sold out
Verition Fund Management LLC	0	$0	0.00%	−15,780−100.0%	Sold out
Toroso Investments, LLC	0	$0	0.00%	−12,690−100.0%	Sold out
Unigestion Holding SA	0	$0	0.00%	−11,570−100.0%	Sold out
Mirabella Financial Services LLP	0	$0	0.00%	−11,074−100.0%	Sold out
Y-Intercept (Hong Kong) Ltd	0	$0	0.00%	−10,960−100.0%	Sold out
Arrowstreet Capital, Limited Partnership	0	$0	0.00%	−9,717−100.0%	Sold out
HRT Financial LP	0	$0	0.00%	−9,377−100.0%	Sold out
Point72 Hong Kong Ltd	0	$0	0.00%	−8,850−100.0%	Sold out
Teza Capital Management LLC	0	$0	0.00%	−8,469−100.0%	Sold out
Jump Financial, LLC	0	$0	0.00%	−8,157−100.0%	Sold out
PDT Partners, LLC	0	$0	0.00%	−6,779−100.0%	Sold out
Cannell Peter B & Co Inc	0	$0	0.00%	−6,400−100.0%	Sold out
Echo Street Capital Management LLC	0	$0	0.00%	−6,048−100.0%	Sold out
Stratos Wealth Partners, LTD.	0	$0	0.00%	−5,763−100.0%	Sold out
Capula Management Ltd	0	$0	0.00%	−5,710−100.0%	Sold out