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, Q1 2023
Institutional positions in Essential Utilities, Inc. as of Mar 31, 2023. 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
- 650
- +7 vs. Q4 2022
- Shares held
- 190.8M
- −639.2K (−0.3%) vs. Q4 2022
- Total value
- $8.33B
- −$791.9M (−8.7%) vs. Q4 2022
- New holders
- 65
- 213 more added
- Sold out
- 58
- 223 more reduced
14 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 44 | $37 | 0.00% | −4−8.3% | Reduced |
| Cedar Mountain Advisors, LLC | 2 | $86 | 0.00% | +1+100.0% | Added |
| True Wealth Design, LLC | 6 | $262 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 10 | $436 | 0.00% | −14−58.3% | Reduced |
| Parkside Financial Bank & Trust | 10 | $437 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $437 | 0.00% | +10 | New |
| Pinnacle Financial Partners Inc | 12 | $524 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 | $760 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $1.00K | 0.00% | +10+35.7% | Added |
| Ulland Investment Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 12 | $1.00K | 0.00% | +12 | New |
| Hexagon Capital Partners LLC | 25 | $1.09K | 0.00% | −7−21.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 26 | $1.14K | 0.00% | −519−95.2% | Reduced |
| SJS Investment Consulting Inc. | 28 | $1.22K | 0.00% | +3+12.0% | Added |
| Raffa Wealth Management, LLC | 31 | $1.35K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 43 | $1.88K | 0.00% | −12−21.8% | Reduced |
| Steward Financial Group LLC | 61 | $2.00K | 0.00% | +21+52.5% | Added |
| WR Wealth Planners, LLC | 50 | $2.18K | 0.00% | +50 | New |
| Farther Finance Advisors, LLC | 56 | $2.44K | 0.00% | +44+366.7% | Added |
| Sutton Wealth Advisors Inc. | 59 | $2.58K | 0.00% | −464−88.7% | Reduced |
| Venturi Wealth Management, LLC | 59 | $2.59K | 0.00% | +59 | New |
| Ridgewood Investments LLC | 63 | $2.75K | 0.00% | +63 | New |
| Bangor Savings Bank | 64 | $2.79K | 0.00% | +64 | New |
| Tradewinds Capital Management, LLC | 71 | $3.12K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 75 | $3.27K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 107 | $4.67K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 109 | $4.76K | 0.00% | −6−5.2% | Reduced |
| Stone House Investment Management, LLC | 109 | $4.78K | 0.00% | +109 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 113 | $4.93K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 115 | $5.02K | 0.00% | +11+10.6% | Added |
| ICA Group Wealth Management, LLC | 125 | $5.46K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 145 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 138 | $6.02K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 143 | $6.22K | 0.00% | +1+0.7% | Added |
| Maryland Capital Advisors Inc. | 150 | $6.55K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 151 | $6.59K | 0.00% | +46+43.8% | Added |
| Westside Investment Management, Inc. | 156 | $6.81K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 180 | $7.86K | 0.00% | +180 | New |
| Machina Capital S.A.S. | 180 | $7.86K | 0.01% | +180 | New |
| Baldrige Asset Management LLC | 182 | $8.00K | 0.00% | −178−49.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 181 | $8.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 188 | $8.21K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 200 | $8.61K | 0.00% | +200 | New |
| South State Corp. | 201 | $8.77K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 221 | $9.64K | 0.00% | +1+0.5% | Added |
| Loomis Sayles & Co L P | 228 | $10.0K | 0.00% | −522−69.6% | Reduced |
| TD Waterhouse Canada Inc. | 234 | $10.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 240 | $10.5K | 0.00% | −21−8.0% | Reduced |
| Baker Avenue Asset Management, LP | 245 | $10.7K | 0.00% | −32−11.6% | Reduced |
| Capital Advisors, Ltd. LLC | 281 | $12.0K | 0.00% | −488−63.5% | Reduced |
| Piershale Financial Group, Inc. | 285 | $12.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 290 | $12.6K | 0.00% | +2+0.7% | Added |
| TCI Wealth Advisors, Inc. | 297 | $13.0K | 0.00% | −1−0.3% | Reduced |
| Financial Connections Group, Inc. | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 300 | $13.1K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 324 | $14.2K | 0.01% | +2+0.6% | Added |
| Riverview Trust Co | 325 | $14.2K | 0.01% | +325 | New |
| Itau Unibanco Holding S.A. | 327 | $14.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 333 | $14.5K | 0.00% | +2+0.6% | Added |
| Byrne Asset Management LLC | 345 | $15.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 333 | $15.0K | 0.01% | −3−0.9% | Reduced |
| Norwood Financial Corp | 375 | $16.4K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 375 | $16.4K | 0.01% | 00.0% | Unchanged |
| City State Bank | 380 | $17.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 407 | $17.4K | 0.01% | +1+0.2% | Added |
| Quent Capital, LLC | 408 | $17.8K | 0.00% | +70+20.7% | Added |
| City Holding Co | 414 | $18.1K | 0.00% | +414 | New |
| JFS Wealth Advisors, LLC | 415 | $18.1K | 0.00% | −54−11.5% | Reduced |
| Pinnacle Bancorp, Inc. | 423 | $18.5K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 424 | $18.5K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 425 | $18.6K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 444 | $19.4K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 469 | $20.5K | 0.01% | −4−0.8% | Reduced |
| IFP Advisors, Inc | 406 | $21.1K | 0.00% | −2,216−84.5% | Reduced |
| Clearview Wealth Advisors LLC | 491 | $21.4K | 0.02% | +61+14.2% | Added |
| McIlrath & Eck, LLC | 493 | $21.5K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 498 | $21.7K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 500 | $21.8K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 500 | $21.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 527 | $22.8K | 0.00% | +527 | New |
| Achmea Investment Management B.V. | 515 | $23.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 561 | $24.5K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 570 | $24.9K | 0.00% | +570 | New |
| Bokf, NA | 609 | $26.6K | 0.00% | +609 | New |
| Cassady Schiller Wealth Management, LLC | 625 | $27.3K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 650 | $27.8K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $28.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 647 | $28.3K | 0.03% | +647 | New |
| Halpern Financial, Inc. | 658 | $28.7K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 666 | $29.1K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 666 | $29.1K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 693 | $30.2K | 0.00% | −1,346,882−99.9% | Reduced |
| Princeton Global Asset Management LLC | 705 | $30.8K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 750 | $32.7K | 0.03% | +250+50.0% | Added |
| MCF Advisors LLC | 753 | $32.9K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 772 | $33.7K | 0.01% | +772 | New |
| Sandy Spring Bank | 773 | $33.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 778 | $34.0K | 0.00% | −14−1.8% | Reduced |