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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
Mirabella Financial Services LLP17,066$744.9K0.16%+17,066New
Wellington Management Group LLP17,054$744.4K0.00%+17,054New
First Republic Investment Management, Inc.17,012$742.6K0.00%+352+2.1%Added
Rowland & Co Investment Counsel16,500$720.2K0.18%+350+2.2%Added
Fiduciary Trust Co16,361$714.2K0.01%−1,000−5.8%Reduced
Belpointe Asset Management LLC16,329$712.8K0.04%+411+2.6%Added
National Bank of Canada16,502$712.1K0.00%+13,597+468.1%Added
Loudon Investment Management, LLC15,463$675.0K0.47%00.0%Unchanged
First Pacific Financial15,455$674.6K0.31%−374−2.4%Reduced
CIBC Asset Management Inc15,305$668.1K0.00%+486+3.3%Added
Whittier Trust Co of Nevada Inc14,995$654.5K0.02%00.0%Unchanged
Clean Yield Group14,950$652.6K0.28%00.0%Unchanged
Good Life Advisors, LLC14,922$651.3K0.08%+13+0.1%Added
United Services Automobile Association14,793$645.7K0.02%−8,729−37.1%Reduced
Intech Investment Management LLC14,706$641.9K0.01%−793−5.1%Reduced
Voloridge Investment Management, LLC14,633$638.7K0.00%+14,633New
Rockefeller Capital Management L.P.14,610$637.0K0.00%+1,848+14.5%Added
Levy Wealth Management Group, LLC14,504$633.1K0.20%+5,461+60.4%Added
Resurgent Financial Advisors LLC14,413$629.1K0.42%−130−0.9%Reduced
Banque Pictet & Cie SA14,333$625.6K0.01%−44,508−75.6%Reduced
Bayesian Capital Management, LP14,200$619.8K0.08%+14,200New
Mitsubishi UFJ Asset Management (UK) Ltd.14,000$611.0K0.40%00.0%Unchanged
Vestcor Inc13,941$609.0K0.02%00.0%Unchanged
Exchange Traded Concepts, LLC13,715$598.7K0.02%+1,363+11.0%Added
Oppenheimer & Co Inc13,328$581.8K0.01%+4,478+50.6%Added
Avantax Advisory Services, Inc.13,230$577.5K0.01%+84+0.6%Added
Janus Henderson Group PLC13,194$575.9K0.00%−11,809−47.2%Reduced
Aquatic Capital Management LLC13,100$572.0K0.04%+13,100New
Spinnaker Trust12,954$565.4K0.04%00.0%Unchanged
JustInvest LLC12,844$560.6K0.02%+4,266+49.7%Added
Illinois Municipal Retirement Fund12,828$560.0K0.01%00.0%Unchanged
Echo Street Capital Management LLC12,562$548.3K0.00%+12,562New
Bridgefront Capital, LLC12,404$541.4K0.33%+12,404New
Philadelphia Trust Co12,395$541.0K0.06%−2,304−15.7%Reduced
Moors & Cabot, Inc.12,388$540.7K0.04%−276−2.2%Reduced
Wealth Effects LLC12,353$539.2K0.28%+971+8.5%Added
Raymond James Trust N.A.12,182$532.0K0.02%+6,323+107.9%Added
Blossom Wealth Management12,169$531.2K2.16%+1,700+16.2%Added
SS&H Financial Advisors, Inc.12,074$527.0K0.24%−1,000−7.6%Reduced
Shelton Capital Management11,853$517.4K0.02%00.0%Unchanged
Acrisure Capital Management, LLC11,790$514.6K0.52%+11,790New
American Century Companies Inc11,877$511.2K0.00%+425+3.7%Added
Diversified, LLC11,648$508.4K0.18%−2,705−18.8%Reduced
W.H. Cornerstone Investments Inc.11,320$494.0K0.45%+55+0.5%Added
Institute for Wealth Management, LLC.11,290$492.8K0.10%−650−5.4%Reduced
O'Brien Greene & Co. Inc11,214$489.0K0.18%00.0%Unchanged
Gsa Capital Partners LLP10,830$473.0K0.05%+10,830New
Tiaa, FSB10,802$471.5K0.00%−191−1.7%Reduced
BKD Wealth Advisors, LLC10,801$471.5K0.02%00.0%Unchanged
TrinityPoint Wealth, LLC10,770$470.1K0.10%+10.0%Added
Fox Run Management, L.L.C.10,752$469.3K0.15%+10,752New
Bank Julius Baer & Co. Ltd, Zurich10,700$467.0K0.00%00.0%Unchanged
Welch & Forbes LLC10,687$466.5K0.01%−1,000−8.6%Reduced
Town & Country Bank & Trust CO dba First Bankers Trust CO10,656$465.1K0.23%−187−1.7%Reduced
Advisory Services Network, LLC10,598$462.6K0.01%+15+0.1%Added
Stony Point Wealth Management Inc.10,533$459.8K0.24%+10,533New
Cerity Partners LLC10,459$456.1K0.00%+10,459New
J.W. Cole Advisors, Inc.10,291$449.2K0.03%+513+5.2%Added
HB Wealth Management, LLC10,248$447.3K0.01%+1,175+13.0%Added
Ferguson Wellman Capital Management, Inc10,205$445.4K0.01%00.0%Unchanged
RSM US Wealth Management LLC10,106$441.1K0.02%+10,106New
Procyon Private Wealth Partners, LLC10,005$436.7K0.07%−30.0%Reduced
Sigma Planning Corp9,860$430.4K0.01%−1,758−15.1%Reduced
Keybank National Association9,588$418.5K0.00%−131−1.3%Reduced
Allspring Global Investments Holdings, LLC9,510$415.1K0.00%+1,852+24.2%Added
Great Valley Advisor Group, Inc.9,499$414.8K0.02%00.0%Unchanged
Metis Global Partners, LLC9,432$411.7K0.03%+3,694+64.4%Added
United Capital Financial Advisers, LLC9,306$406.2K0.00%−4,481−32.5%Reduced
SeaCrest Wealth Management, LLC9,138$398.9K0.05%−1,300−12.5%Reduced
Banque Cantonale Vaudoise9,088$397.0K0.02%−1,172−11.4%Reduced
Marcum Wealth, LLC9,076$396.2K0.05%−23−0.3%Reduced
Foundations Investment Advisors, LLC9,054$395.2K0.01%−15−0.2%Reduced
Orion Portfolio Solutions, LLC8,950$390.7K0.01%+2,270+34.0%Added
Brinker Capital Investments, LLC8,950$390.7K0.01%+8,950New
Teza Capital Management LLC8,714$380.4K0.08%+8,714New
Fort Washington Investment Advisors Inc8,669$378.4K0.00%00.0%Unchanged
Central Trust Co8,639$377.1K0.01%−250−2.8%Reduced
Alps Advisors Inc8,481$370.2K0.00%+936+12.4%Added
Wetherby Asset Management Inc8,407$367.0K0.02%+1,468+21.2%Added
Aaron Wealth Advisors8,388$366.1K0.05%+14+0.2%Added
Atria Wealth Solutions, Inc.8,361$365.0K0.01%−8,142−49.3%Reduced
EagleClaw Capital Managment, LLC8,302$362.4K0.09%−500−5.7%Reduced
Birch Hill Investment Advisors LLC8,253$360.2K0.02%00.0%Unchanged
Rockland Trust Co8,225$359.0K0.02%−500−5.7%Reduced
Phoenix Holdings Ltd.8,403$358.5K0.01%+1,130+15.5%Added
Profund Advisors LLC8,192$357.6K0.02%−9,402−53.4%Reduced
Girard Partners Ltd.8,151$355.8K0.04%−333−3.9%Reduced
Meeder Advisory Services, Inc.8,142$355.4K0.04%−3,344−29.1%Reduced
MQS Management LLC8,090$353.1K0.23%+8,090New
Conestoga Capital Advisors, LLC8,037$350.8K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co7,942$346.7K0.00%+1,354+20.6%Added
Johnson Investment Counsel Inc7,906$345.1K0.00%+58+0.7%Added
PEAK6 Investments LLC7,894$344.6K0.02%−546−6.5%Reduced
Humankind Investments LLC7,894$344.6K0.14%+117+1.5%Added
Beacon Pointe Advisors, LLC7,885$344.2K0.01%−61−0.8%Reduced
HBK Sorce Advisory LLC7,843$342.4K0.02%−8,043−50.6%Reduced
Huntington National Bank7,774$339.3K0.00%−500−6.0%Reduced
Tower Wealth Partners, Inc.7,740$337.9K0.28%−300−3.7%Reduced
Apollon Wealth Management, LLC7,724$337.2K0.02%−481−5.9%Reduced
LaSalle St. Investment Advisors, LLC7,579$330.0K0.15%+4+0.1%Added