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 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 10,830 | $473.0K | 0.05% | +10,830 | New |
| O'Brien Greene & Co. Inc | 11,214 | $489.0K | 0.18% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 11,290 | $492.8K | 0.10% | −650−5.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 11,320 | $494.0K | 0.45% | +55+0.5% | Added |
| Diversified, LLC | 11,648 | $508.4K | 0.18% | −2,705−18.8% | Reduced |
| American Century Companies Inc | 11,877 | $511.2K | 0.00% | +425+3.7% | Added |
| Acrisure Capital Management, LLC | 11,790 | $514.6K | 0.52% | +11,790 | New |
| Shelton Capital Management | 11,853 | $517.4K | 0.02% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 12,074 | $527.0K | 0.24% | −1,000−7.6% | Reduced |
| Blossom Wealth Management | 12,169 | $531.2K | 2.16% | +1,700+16.2% | Added |
| Raymond James Trust N.A. | 12,182 | $532.0K | 0.02% | +6,323+107.9% | Added |
| Wealth Effects LLC | 12,353 | $539.2K | 0.28% | +971+8.5% | Added |
| Moors & Cabot, Inc. | 12,388 | $540.7K | 0.04% | −276−2.2% | Reduced |
| Philadelphia Trust Co | 12,395 | $541.0K | 0.06% | −2,304−15.7% | Reduced |
| Bridgefront Capital, LLC | 12,404 | $541.4K | 0.33% | +12,404 | New |
| Echo Street Capital Management LLC | 12,562 | $548.3K | 0.00% | +12,562 | New |
| Illinois Municipal Retirement Fund | 12,828 | $560.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 12,844 | $560.6K | 0.02% | +4,266+49.7% | Added |
| Spinnaker Trust | 12,954 | $565.4K | 0.04% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 13,100 | $572.0K | 0.04% | +13,100 | New |
| Janus Henderson Group PLC | 13,194 | $575.9K | 0.00% | −11,809−47.2% | Reduced |
| Avantax Advisory Services, Inc. | 13,230 | $577.5K | 0.01% | +84+0.6% | Added |
| Oppenheimer & Co Inc | 13,328 | $581.8K | 0.01% | +4,478+50.6% | Added |
| Exchange Traded Concepts, LLC | 13,715 | $598.7K | 0.02% | +1,363+11.0% | Added |
| Vestcor Inc | 13,941 | $609.0K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $611.0K | 0.40% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 14,200 | $619.8K | 0.08% | +14,200 | New |
| Banque Pictet & Cie SA | 14,333 | $625.6K | 0.01% | −44,508−75.6% | Reduced |
| Resurgent Financial Advisors LLC | 14,413 | $629.1K | 0.42% | −130−0.9% | Reduced |
| Levy Wealth Management Group, LLC | 14,504 | $633.1K | 0.20% | +5,461+60.4% | Added |
| Rockefeller Capital Management L.P. | 14,610 | $637.0K | 0.00% | +1,848+14.5% | Added |
| Voloridge Investment Management, LLC | 14,633 | $638.7K | 0.00% | +14,633 | New |
| Intech Investment Management LLC | 14,706 | $641.9K | 0.01% | −793−5.1% | Reduced |
| United Services Automobile Association | 14,793 | $645.7K | 0.02% | −8,729−37.1% | Reduced |
| Good Life Advisors, LLC | 14,922 | $651.3K | 0.08% | +13+0.1% | Added |
| Clean Yield Group | 14,950 | $652.6K | 0.28% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 14,995 | $654.5K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 15,305 | $668.1K | 0.00% | +486+3.3% | Added |
| First Pacific Financial | 15,455 | $674.6K | 0.31% | −374−2.4% | Reduced |
| Loudon Investment Management, LLC | 15,463 | $675.0K | 0.47% | 00.0% | Unchanged |
| National Bank of Canada | 16,502 | $712.1K | 0.00% | +13,597+468.1% | Added |
| Belpointe Asset Management LLC | 16,329 | $712.8K | 0.04% | +411+2.6% | Added |
| Fiduciary Trust Co | 16,361 | $714.2K | 0.01% | −1,000−5.8% | Reduced |
| Rowland & Co Investment Counsel | 16,500 | $720.2K | 0.18% | +350+2.2% | Added |
| First Republic Investment Management, Inc. | 17,012 | $742.6K | 0.00% | +352+2.1% | Added |
| Wellington Management Group LLP | 17,054 | $744.4K | 0.00% | +17,054 | New |
| Mirabella Financial Services LLP | 17,066 | $744.9K | 0.16% | +17,066 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,135 | $747.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 17,269 | $753.0K | 0.05% | 00.0% | Unchanged |
| Westpac Banking Corp | 17,600 | $768.2K | 0.01% | 00.0% | Unchanged |
| Sonen Capital LLC | 17,761 | $775.3K | 1.31% | −2,606−12.8% | Reduced |
| Jefferies Financial Group Inc. | 18,400 | $803.2K | 0.02% | +18,400 | New |
| Truist Financial Corp | 18,607 | $812.2K | 0.00% | −6,682−26.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 18,713 | $816.8K | 0.24% | −2,180−10.4% | Reduced |
| Colony Family Offices, LLC | 18,735 | $817.8K | 0.31% | 00.0% | Unchanged |
| Tower Bridge Advisors | 18,848 | $822.7K | 0.07% | −500−2.6% | Reduced |
| Liberty One Investment Management, LLC | 18,908 | $825.3K | 0.11% | −297−1.5% | Reduced |
| Shell Asset Management Co | 19,034 | $831.0K | 0.03% | 00.0% | Unchanged |
| TD Asset Management Inc | 19,135 | $835.2K | 0.00% | +64+0.3% | Added |
| Penobscot Investment Management Company, Inc. | 19,145 | $835.7K | 0.15% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 19,146 | $835.7K | 0.00% | −1,503−7.3% | Reduced |
| Cetera Investment Advisers | 19,221 | $839.0K | 0.01% | +364+1.9% | Added |
| Wealthspire Advisors, LLC | 19,586 | $854.9K | 0.01% | −382−1.9% | Reduced |
| Elo Mutual Pension Insurance Co | 19,987 | $872.0K | 0.03% | +800+4.2% | Added |
| Money Concepts Capital Corp | 20,032 | $877.9K | 0.05% | −3,875−16.2% | Reduced |
| D.A. Davidson & Co. | 20,443 | $892.0K | 0.01% | −1,751−7.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 20,522 | $895.8K | 0.01% | +20,522 | New |
| Bernardo Wealth Planning LLC | 20,895 | $912.1K | 0.39% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20,995 | $916.4K | 0.23% | −300−1.4% | Reduced |
| Crossmark Global Holdings, Inc. | 21,045 | $919.0K | 0.02% | −571−2.6% | Reduced |
| Ingalls & Snyder LLC | 21,122 | $922.0K | 0.05% | −22−0.1% | Reduced |
| Natixis Advisors, L.P. | 21,381 | $933.0K | 0.00% | −7,342−25.6% | Reduced |
| Pathway Financial Advisers, LLC | 21,393 | $933.9K | 0.38% | +92+0.4% | Added |
| CenterBook Partners LP | 21,412 | $934.6K | 0.13% | +4,106+23.7% | Added |
| Securian Asset Management, Inc | 21,737 | $948.8K | 0.03% | −197−0.9% | Reduced |
| British Columbia Investment Management Corp | 21,915 | $956.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 21,976 | $959.2K | 0.02% | +679+3.2% | Added |
| Inceptionr LLC | 22,206 | $969.3K | 0.31% | +22,206 | New |
| US Bancorp | 22,230 | $970.3K | 0.00% | +215+1.0% | Added |
| Financial Architects, Inc | 22,353 | $975.7K | 0.16% | −383−1.7% | Reduced |
| Mitchell Sinkler & Starr | 22,441 | $979.5K | 0.29% | +2,861+14.6% | Added |
| Whittier Trust Co | 22,534 | $983.6K | 0.02% | −599−2.6% | Reduced |
| Advisors Asset Management, Inc. | 22,706 | $991.1K | 0.02% | +1,254+5.8% | Added |
| Virtue Capital Management, LLC | 23,069 | $992.2K | 0.16% | −7,512−24.6% | Reduced |
| Key Financial Inc | 22,864 | $998.0K | 0.36% | −70−0.3% | Reduced |
| Neuberger Berman Group LLC | 23,019 | $1.00M | 0.00% | +195+0.9% | Added |
| Toth Financial Advisory Corp | 23,295 | $1.02M | 0.16% | −2,550−9.9% | Reduced |
| Rothschild Investment Corp | 23,435 | $1.02M | 0.09% | −120−0.5% | Reduced |
| Assenagon Asset Management S.A. | 23,517 | $1.03M | 0.00% | −2,977−11.2% | Reduced |
| Kennedy Capital Management, Inc. | 23,982 | $1.05M | 0.03% | +1,083+4.7% | Added |
| Rodgers Brothers Inc. | 24,168 | $1.05M | 0.20% | +3,380+16.3% | Added |
| Versor Investments LP | 24,201 | $1.06M | 0.14% | +1,800+8.0% | Added |
| Nordea Investment Management AB | 24,589 | $1.07M | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 24,617 | $1.07M | 0.04% | +11,902+93.6% | Added |
| Stock Yards Bank & Trust Co | 24,804 | $1.08M | 0.04% | −4,180−14.4% | Reduced |
| Marshall Wace, LLP | 24,979 | $1.09M | 0.00% | +24,979 | New |
| Daiwa Securities Group Inc. | 25,053 | $1.09M | 0.01% | −155−0.6% | Reduced |
| Arkadios Wealth Advisors | 25,247 | $1.10M | 0.13% | +3,200+14.5% | Added |
| Robeco Institutional Asset Management B.V. | 25,440 | $1.11M | 0.00% | −102−0.4% | Reduced |
| Ninepoint Partners LP | 25,771 | $1.12M | 0.15% | +8,945+53.2% | Added |