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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
Nations Financial Group Inc,5,866$256.1K0.03%00.0%Unchanged
Stillwater Capital Advisors, LLC5,879$256.6K0.05%00.0%Unchanged
Dorsey & Whitney Trust CO LLC5,898$257.4K0.02%00.0%Unchanged
Charter Research & Investment Group, Inc.5,930$258.8K0.23%00.0%Unchanged
Cozad Asset Management Inc5,943$259.4K0.03%−27,525−82.2%Reduced
Meridian Wealth Partners, LLC5,967$260.5K0.06%+55+0.9%Added
Davy Global Fund Management Ltd6,015$262.6K0.05%+1,126+23.0%Added
Tower Research Capital LLC (TRC)6,039$264.0K0.01%+1,635+37.1%Added
StoneX Group Inc.6,086$265.6K0.03%+6,086New
Fulcrum Equity Management6,106$266.5K0.25%+1,123+22.5%Added
Captrust Financial Advisors6,163$269.0K0.00%−2,531−29.1%Reduced
CWM, LLC6,208$271.0K0.00%+855+16.0%Added
Prio Wealth Limited Partnership6,232$272.0K0.01%00.0%Unchanged
Alan B. Lancz & Associates, Inc.6,234$272.1K0.28%00.0%Unchanged
MidWestOne Financial Group, Inc.6,250$272.8K0.06%00.0%Unchanged
Fulcrum Capital LLC6,250$272.8K0.07%00.0%Unchanged
Anchor Investment Management, LLC6,321$275.9K0.04%−1,325−17.3%Reduced
Obermeyer Wood Investment Counsel, LLLP6,350$277.2K0.02%00.0%Unchanged
Charter Trust Co6,414$280.0K0.02%00.0%Unchanged
Daymark Wealth Partners, LLC6,418$280.1K0.04%00.0%Unchanged
Tokio Marine Asset Management Co Ltd6,435$280.9K0.02%+448+7.5%Added
Advisors Capital Management, LLC6,477$283.0K0.01%00.0%Unchanged
First Affirmative Financial Network6,515$284.4K0.33%+37+0.6%Added
Dearborn Partners LLC6,538$285.4K0.01%+12+0.2%Added
Argent Trust Co6,550$285.9K0.02%00.0%Unchanged
Vinva Investment Management Ltd6,715$289.0K0.02%+6,715New
Capital CS Group, LLC6,673$291.3K0.28%00.0%Unchanged
Charter Oak Capital Management, LLC6,675$291.4K0.04%+39+0.6%Added
Pathstone Family Office, LLC6,699$291.9K0.00%−2,229−25.0%Reduced
Providence Wealth Advisors, LLC6,835$294.6K0.22%00.0%Unchanged
Youngs Advisory Group, Inc.6,778$295.9K0.17%00.0%Unchanged
Northstar Asset Management LLC6,835$298.3K0.09%−550−7.4%Reduced
Walleye Trading LLC6,839$298.5K0.01%+6,839New
Quantamental Technologies LLC6,883$300.4K0.16%−3,668−34.8%Reduced
Petrus Trust Company, LTA6,938$302.8K0.04%+6,938New
CCG Wealth Management, LLC7,034$307.0K0.20%00.0%Unchanged
RTD Financial Advisors, Inc.7,103$310.0K0.05%00.0%Unchanged
Kula Investments, LLC7,112$310.4K0.08%+7,112New
National Asset Management, Inc.7,121$310.8K0.01%+134+1.9%Added
Kennedy Investment Group7,200$314.3K0.19%+43+0.6%Added
Wealthstar Advisors, LLC7,331$320.0K0.14%+10.0%Added
Natixis Investment Managers International7,373$321.8K0.02%−3,818−34.1%Reduced
Segall Bryant & Hamill, LLC7,420$323.0K0.00%−450−5.7%Reduced
Commerce Bank7,441$324.8K0.00%+560+8.1%Added
CAPROCK Group, Inc.7,450$325.2K0.03%−17−0.2%Reduced
Pinnacle Associates Ltd7,537$329.0K0.01%00.0%Unchanged
Veritable, L.P.7,541$329.2K0.01%−644−7.9%Reduced
LaSalle St. Investment Advisors, LLC7,579$330.0K0.15%+4+0.1%Added
Apollon Wealth Management, LLC7,724$337.2K0.02%−481−5.9%Reduced
Tower Wealth Partners, Inc.7,740$337.9K0.28%−300−3.7%Reduced
Huntington National Bank7,774$339.3K0.00%−500−6.0%Reduced
HBK Sorce Advisory LLC7,843$342.4K0.02%−8,043−50.6%Reduced
Beacon Pointe Advisors, LLC7,885$344.2K0.01%−61−0.8%Reduced
PEAK6 Investments LLC7,894$344.6K0.02%−546−6.5%Reduced
Humankind Investments LLC7,894$344.6K0.14%+117+1.5%Added
Johnson Investment Counsel Inc7,906$345.1K0.00%+58+0.7%Added
Northwestern Mutual Wealth Management Co7,942$346.7K0.00%+1,354+20.6%Added
Conestoga Capital Advisors, LLC8,037$350.8K0.01%00.0%Unchanged
MQS Management LLC8,090$353.1K0.23%+8,090New
Meeder Advisory Services, Inc.8,142$355.4K0.04%−3,344−29.1%Reduced
Girard Partners Ltd.8,151$355.8K0.04%−333−3.9%Reduced
Profund Advisors LLC8,192$357.6K0.02%−9,402−53.4%Reduced
Phoenix Holdings Ltd.8,403$358.5K0.01%+1,130+15.5%Added
Rockland Trust Co8,225$359.0K0.02%−500−5.7%Reduced
Birch Hill Investment Advisors LLC8,253$360.2K0.02%00.0%Unchanged
EagleClaw Capital Managment, LLC8,302$362.4K0.09%−500−5.7%Reduced
Atria Wealth Solutions, Inc.8,361$365.0K0.01%−8,142−49.3%Reduced
Aaron Wealth Advisors8,388$366.1K0.05%+14+0.2%Added
Wetherby Asset Management Inc8,407$367.0K0.02%+1,468+21.2%Added
Alps Advisors Inc8,481$370.2K0.00%+936+12.4%Added
Central Trust Co8,639$377.1K0.01%−250−2.8%Reduced
Fort Washington Investment Advisors Inc8,669$378.4K0.00%00.0%Unchanged
Teza Capital Management LLC8,714$380.4K0.08%+8,714New
Orion Portfolio Solutions, LLC8,950$390.7K0.01%+2,270+34.0%Added
Brinker Capital Investments, LLC8,950$390.7K0.01%+8,950New
Foundations Investment Advisors, LLC9,054$395.2K0.01%−15−0.2%Reduced
Marcum Wealth, LLC9,076$396.2K0.05%−23−0.3%Reduced
Banque Cantonale Vaudoise9,088$397.0K0.02%−1,172−11.4%Reduced
SeaCrest Wealth Management, LLC9,138$398.9K0.05%−1,300−12.5%Reduced
United Capital Financial Advisers, LLC9,306$406.2K0.00%−4,481−32.5%Reduced
Metis Global Partners, LLC9,432$411.7K0.03%+3,694+64.4%Added
Great Valley Advisor Group, Inc.9,499$414.8K0.02%00.0%Unchanged
Allspring Global Investments Holdings, LLC9,510$415.1K0.00%+1,852+24.2%Added
Keybank National Association9,588$418.5K0.00%−131−1.3%Reduced
Sigma Planning Corp9,860$430.4K0.01%−1,758−15.1%Reduced
Procyon Private Wealth Partners, LLC10,005$436.7K0.07%−30.0%Reduced
RSM US Wealth Management LLC10,106$441.1K0.02%+10,106New
Ferguson Wellman Capital Management, Inc10,205$445.4K0.01%00.0%Unchanged
HB Wealth Management, LLC10,248$447.3K0.01%+1,175+13.0%Added
J.W. Cole Advisors, Inc.10,291$449.2K0.03%+513+5.2%Added
Cerity Partners LLC10,459$456.1K0.00%+10,459New
Stony Point Wealth Management Inc.10,533$459.8K0.24%+10,533New
Advisory Services Network, LLC10,598$462.6K0.01%+15+0.1%Added
Town & Country Bank & Trust CO dba First Bankers Trust CO10,656$465.1K0.23%−187−1.7%Reduced
Welch & Forbes LLC10,687$466.5K0.01%−1,000−8.6%Reduced
Bank Julius Baer & Co. Ltd, Zurich10,700$467.0K0.00%00.0%Unchanged
Fox Run Management, L.L.C.10,752$469.3K0.15%+10,752New
TrinityPoint Wealth, LLC10,770$470.1K0.10%+10.0%Added
BKD Wealth Advisors, LLC10,801$471.5K0.02%00.0%Unchanged
Tiaa, FSB10,802$471.5K0.00%−191−1.7%Reduced