Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2023: 650 institutions
Q1 2021: 598 institutionsQ2 2021: 589 institutionsQ3 2021: 597 institutionsQ4 2021: 648 institutionsQ1 2022: 642 institutionsQ2 2022: 636 institutionsQ3 2022: 637 institutionsQ4 2022: 657 institutionsQ1 2023: 650 institutionsQ2 2023: 626 institutionsQ3 2023: 584 institutionsQ4 2023: 623 institutionsQ1 2024: 592 institutionsQ2 2024: 601 institutionsQ3 2024: 629 institutionsQ4 2024: 622 institutionsQ1 2025: 677 institutionsQ2 2025: 683 institutionsQ3 2025: 679 institutionsQ4 2025: 695 institutionsQ1 2026: 698 institutionsQ2 2026: 702 institutions
Value heldQ1 2023: $8.33B
Q1 2021: $7.74BQ2 2021: $7.96BQ3 2021: $7.96BQ4 2021: $9.44BQ1 2022: $9.19BQ2 2022: $8.55BQ3 2022: $7.82BQ4 2022: $9.21BQ1 2023: $8.33BQ2 2023: $7.63BQ3 2023: $6.85BQ4 2023: $7.63BQ1 2024: $7.90BQ2 2024: $8.01BQ3 2024: $8.09BQ4 2024: $7.90BQ1 2025: $8.79BQ2 2025: $8.20BQ3 2025: $9.07BQ4 2025: $8.66BQ1 2026: $8.72BQ2 2026: $8.58B
Institutions holding WTRG and their total value by quarter
QuarterHoldersValue
Q2 2026702$8.58B
Q1 2026698$8.72B
Q4 2025695$8.66B
Q3 2025679$9.07B
Q2 2025683$8.20B
Q1 2025677$8.79B
Q4 2024622$7.90B
Q3 2024629$8.09B
Q2 2024601$8.01B
Q1 2024592$7.90B
Q4 2023623$7.63B
Q3 2023584$6.85B
Q2 2023626$7.63B
Q1 2023650$8.33B
Q4 2022657$9.21B
Q3 2022637$7.82B
Q2 2022636$8.55B
Q1 2022642$9.19B
Q4 2021648$9.44B
Q3 2021597$7.96B
Q2 2021589$7.96B
Q1 2021598$7.74B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q4 2022.

Institutions holding WTRG in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
First Community Trust NA802$35.0K0.04%00.0%Unchanged
Addison Advisors LLC813$35.5K0.02%−1,500−64.9%Reduced
Hazlett, Burt & Watson, Inc.875$38.0K0.03%−100−10.3%Reduced
Leonteq Securities AG893$39.0K0.00%−3,762−80.8%Reduced
Chelsea Counsel Co900$39.3K0.02%00.0%Unchanged
Motco969$42.3K0.00%00.0%Unchanged
Mendota Financial Group, LLC843$43.1K0.04%−15−1.7%Reduced
Asset Dedication, LLC1,041$45.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP1,041$45.4K0.00%00.0%Unchanged
Arrow Financial Corp1,082$47.2K0.01%00.0%Unchanged
Orion Capital Management LLC1,125$49.1K0.03%+1,125New
Ronald Blue Trust, Inc.1,028$50.0K0.00%+7+0.7%Added
Carolinas Wealth Consulting LLC1,166$50.9K0.01%00.0%Unchanged
Peoples Financial Services Corp.1,250$54.6K0.03%00.0%Unchanged
Sound Income Strategies, LLC1,253$54.7K0.01%+2+0.2%Added
GWM Advisors LLC1,275$55.6K0.00%−4,984−79.6%Reduced
Armstrong Advisory Group, Inc1,319$57.6K0.01%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,400$61.1K0.00%00.0%Unchanged
Brown Brothers Harriman & Co1,468$64.1K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.1,500$65.0K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton1,580$69.0K0.02%−320−16.8%Reduced
Livforsakringsbolaget Skandia, Omsesidigt1,600$69.8K0.01%+300+23.1%Added
Old Second National Bank of Aurora1,600$69.8K0.02%00.0%Unchanged
Fifth Third Bancorp1,625$70.9K0.00%−659−28.9%Reduced
Bromfield Sneider Wealth Advisors1,657$72.3K0.06%00.0%Unchanged
Wellington Shields Capital Management, LLC1,666$72.7K0.01%−2,500−60.0%Reduced
Wellington Shields & Co., LLC1,666$72.7K0.02%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.1,695$74.0K0.03%00.0%Unchanged
Colonial Trust Co1,705$74.4K0.02%+1,425+508.9%Added
Ci Investments Inc.1,725$75.0K0.00%+136+8.6%Added
Delta Asset Management LLC1,722$75.2K0.01%−539−23.8%Reduced
Spirit of America Management Corp1,750$76.4K0.02%+1,750New
Parallel Advisors, LLC1,784$77.9K0.00%+33+1.9%Added
Baystate Wealth Management LLC1,788$78.1K0.01%+8+0.4%Added
Geneos Wealth Management Inc.1,866$81.5K0.00%−50−2.6%Reduced
Archer Investment Corp1,959$81.8K0.03%00.0%Unchanged
Stonebridge Capital Advisors LLC1,962$85.6K0.01%+143+7.9%Added
Tower View Investment Management & Research LLC1,995$87.0K0.06%−103−4.9%Reduced
Signaturefd, LLC1,997$87.2K0.00%−476−19.2%Reduced
Umb Bank N A2,021$88.2K0.00%−119−5.6%Reduced
Kempen Capital Management N.V.2,034$88.8K0.00%−1,802−47.0%Reduced
Truvestments Capital LLC2,115$92.3K0.05%−441−17.3%Reduced
Federation des caisses Desjardins du Quebec2,231$97.4K0.00%−4,904−68.7%Reduced
Colonial Trust Advisors2,392$104.4K0.01%00.0%Unchanged
Harbour Investments, Inc.2,404$105.0K0.01%+10.0%Added
Citizens National Bank Trust Department2,450$106.9K0.03%00.0%Unchanged
GPS Wealth Strategies Group, LLC2,512$109.6K0.02%+2,512New
Bartlett & Co. LLC2,531$110.0K0.00%−200−7.3%Reduced
Bartlett & Co. Wealth Management LLC2,531$110.5K0.00%−200−7.3%Reduced
Allworth Financial LP2,667$116.4K0.00%+41+1.6%Added
TD Private Client Wealth LLC2,703$118.0K0.01%00.0%Unchanged
Bank of New Hampshire2,875$125.5K0.04%00.0%Unchanged
Trust Co of Vermont3,020$131.8K0.01%+1,145+61.1%Added
Atlantic Trust, LLC3,135$136.8K0.04%+11+0.4%Added
Hanson & Doremus Investment Management3,142$137.0K0.03%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.3,341$146.0K0.01%00.0%Unchanged
Spire Wealth Management3,387$147.8K0.01%+3,187+1,593.5%Added
Tompkins Financial Corp3,419$149.2K0.02%00.0%Unchanged
Global Retirement Partners, LLC3,624$153.2K0.01%+3,469+2,238.1%Added
Quadrant Capital Group LLC3,524$153.8K0.02%−93−2.6%Reduced
Dividend Assets Capital, LLC3,364$161.0K0.03%00.0%Unchanged
Grey Fox Wealth Advisors, LLC3,963$173.0K0.10%00.0%Unchanged
Cary Street Partners Asset Management LLC4,213$183.9K0.03%+200+5.0%Added
SOA Wealth Advisors, LLC.4,438$193.7K0.05%+30+0.7%Added
Ossiam4,516$197.1K0.00%−10,427−69.8%Reduced
Schroder Investment Management Group4,592$200.4K0.00%−8,692−65.4%Reduced
Howland Capital Management LLC4,595$200.6K0.01%00.0%Unchanged
Redwood Wealth Management Group, LLC4,596$200.6K0.23%00.0%Unchanged
Ballentine Partners, LLC4,626$201.9K0.01%+4,626New
Cape Cod Five Cents Savings Bank4,700$205.2K0.02%−50−1.1%Reduced
Fulton Bank, N.A.4,775$208.4K0.01%−18−0.4%Reduced
Accel Wealth Management4,789$209.0K0.09%+21+0.4%Added
Colony Group LLC4,829$211.0K0.00%+10.0%Added
Mill Creek Capital Advisors, LLC4,881$213.1K0.01%00.0%Unchanged
Ironwood Investment Counsel, LLC4,889$213.4K0.05%00.0%Unchanged
Taylor Hoffman Wealth Management4,918$214.7K0.12%+4,918New
Wade G W & Inc5,003$218.0K0.01%−268−5.1%Reduced
Centaurus Financial, Inc.5,004$218.0K0.02%+171+3.5%Added
Johnson Financial Group, Inc.5,000$218.3K0.02%00.0%Unchanged
Joel Isaacson & Co., LLC5,025$219.3K0.02%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)5,053$221.0K0.00%+982+24.1%Added
Washington Trust Co5,070$221.3K0.01%00.0%Unchanged
Univest Financial Corp5,179$226.1K0.07%00.0%Unchanged
Chevy Chase Trust Holdings, Inc.5,300$231.3K0.00%−2,700−33.8%Reduced
Alberta Investment Management Corp5,300$231.3K0.00%+5,300New
Sowell Financial Services LLC5,310$232.0K0.02%+5,310New
Advisor Partners II, LLC5,363$234.1K0.01%−333−5.8%Reduced
Planning Directions Inc5,380$235.0K0.17%−698−11.5%Reduced
Glenview Trust Co5,392$235.4K0.01%00.0%Unchanged
Main Street Financial Solutions, LLC5,420$236.6K0.03%+639+13.4%Added
B. Metzler seel. Sohn & Co. AG5,449$237.8K0.00%00.0%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,535$238.2K0.06%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S5,488$240.0K0.01%+642+13.2%Added
Lowe Brockenbrough & Co Inc5,650$246.6K0.02%00.0%Unchanged
Blume Capital Management, Inc.5,700$248.8K0.08%−2,770−32.7%Reduced
Private Trust Co NA5,752$251.1K0.03%00.0%Unchanged
Balentine LLC5,826$254.3K0.01%−3,842−39.7%Reduced
Wealth Enhancement Advisory Services, LLC5,841$255.0K0.00%+5,841New
Kingfisher Capital LLC5,844$255.1K0.07%−1,236−17.5%Reduced
Coldstream Capital Management Inc5,863$255.9K0.01%−369−5.9%Reduced