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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
Veritable, L.P.7,541$329.2K0.01%−644−7.9%Reduced
Pinnacle Associates Ltd7,537$329.0K0.01%00.0%Unchanged
CAPROCK Group, Inc.7,450$325.2K0.03%−17−0.2%Reduced
Commerce Bank7,441$324.8K0.00%+560+8.1%Added
Segall Bryant & Hamill, LLC7,420$323.0K0.00%−450−5.7%Reduced
Natixis Investment Managers International7,373$321.8K0.02%−3,818−34.1%Reduced
Wealthstar Advisors, LLC7,331$320.0K0.14%+10.0%Added
Kennedy Investment Group7,200$314.3K0.19%+43+0.6%Added
National Asset Management, Inc.7,121$310.8K0.01%+134+1.9%Added
Kula Investments, LLC7,112$310.4K0.08%+7,112New
RTD Financial Advisors, Inc.7,103$310.0K0.05%00.0%Unchanged
CCG Wealth Management, LLC7,034$307.0K0.20%00.0%Unchanged
Petrus Trust Company, LTA6,938$302.8K0.04%+6,938New
Quantamental Technologies LLC6,883$300.4K0.16%−3,668−34.8%Reduced
Walleye Trading LLC6,839$298.5K0.01%+6,839New
Northstar Asset Management LLC6,835$298.3K0.09%−550−7.4%Reduced
Youngs Advisory Group, Inc.6,778$295.9K0.17%00.0%Unchanged
Providence Wealth Advisors, LLC6,835$294.6K0.22%00.0%Unchanged
Pathstone Family Office, LLC6,699$291.9K0.00%−2,229−25.0%Reduced
Charter Oak Capital Management, LLC6,675$291.4K0.04%+39+0.6%Added
Capital CS Group, LLC6,673$291.3K0.28%00.0%Unchanged
Vinva Investment Management Ltd6,715$289.0K0.02%+6,715New
Argent Trust Co6,550$285.9K0.02%00.0%Unchanged
Dearborn Partners LLC6,538$285.4K0.01%+12+0.2%Added
First Affirmative Financial Network6,515$284.4K0.33%+37+0.6%Added
Advisors Capital Management, LLC6,477$283.0K0.01%00.0%Unchanged
Tokio Marine Asset Management Co Ltd6,435$280.9K0.02%+448+7.5%Added
Daymark Wealth Partners, LLC6,418$280.1K0.04%00.0%Unchanged
Charter Trust Co6,414$280.0K0.02%00.0%Unchanged
Obermeyer Wood Investment Counsel, LLLP6,350$277.2K0.02%00.0%Unchanged
Anchor Investment Management, LLC6,321$275.9K0.04%−1,325−17.3%Reduced
MidWestOne Financial Group, Inc.6,250$272.8K0.06%00.0%Unchanged
Fulcrum Capital LLC6,250$272.8K0.07%00.0%Unchanged
Alan B. Lancz & Associates, Inc.6,234$272.1K0.28%00.0%Unchanged
Prio Wealth Limited Partnership6,232$272.0K0.01%00.0%Unchanged
CWM, LLC6,208$271.0K0.00%+855+16.0%Added
Captrust Financial Advisors6,163$269.0K0.00%−2,531−29.1%Reduced
Fulcrum Equity Management6,106$266.5K0.25%+1,123+22.5%Added
StoneX Group Inc.6,086$265.6K0.03%+6,086New
Tower Research Capital LLC (TRC)6,039$264.0K0.01%+1,635+37.1%Added
Davy Global Fund Management Ltd6,015$262.6K0.05%+1,126+23.0%Added
Meridian Wealth Partners, LLC5,967$260.5K0.06%+55+0.9%Added
Cozad Asset Management Inc5,943$259.4K0.03%−27,525−82.2%Reduced
Charter Research & Investment Group, Inc.5,930$258.8K0.23%00.0%Unchanged
Dorsey & Whitney Trust CO LLC5,898$257.4K0.02%00.0%Unchanged
Stillwater Capital Advisors, LLC5,879$256.6K0.05%00.0%Unchanged
Nations Financial Group Inc,5,866$256.1K0.03%00.0%Unchanged
Coldstream Capital Management Inc5,863$255.9K0.01%−369−5.9%Reduced
Kingfisher Capital LLC5,844$255.1K0.07%−1,236−17.5%Reduced
Wealth Enhancement Advisory Services, LLC5,841$255.0K0.00%+5,841New
Balentine LLC5,826$254.3K0.01%−3,842−39.7%Reduced
Private Trust Co NA5,752$251.1K0.03%00.0%Unchanged
Blume Capital Management, Inc.5,700$248.8K0.08%−2,770−32.7%Reduced
Lowe Brockenbrough & Co Inc5,650$246.6K0.02%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S5,488$240.0K0.01%+642+13.2%Added
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,535$238.2K0.06%00.0%Unchanged
B. Metzler seel. Sohn & Co. AG5,449$237.8K0.00%00.0%Unchanged
Main Street Financial Solutions, LLC5,420$236.6K0.03%+639+13.4%Added
Glenview Trust Co5,392$235.4K0.01%00.0%Unchanged
Planning Directions Inc5,380$235.0K0.17%−698−11.5%Reduced
Advisor Partners II, LLC5,363$234.1K0.01%−333−5.8%Reduced
Sowell Financial Services LLC5,310$232.0K0.02%+5,310New
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
Univest Financial Corp5,179$226.1K0.07%00.0%Unchanged
Washington Trust Co5,070$221.3K0.01%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)5,053$221.0K0.00%+982+24.1%Added
Joel Isaacson & Co., LLC5,025$219.3K0.02%00.0%Unchanged
Johnson Financial Group, Inc.5,000$218.3K0.02%00.0%Unchanged
Wade G W & Inc5,003$218.0K0.01%−268−5.1%Reduced
Centaurus Financial, Inc.5,004$218.0K0.02%+171+3.5%Added
Taylor Hoffman Wealth Management4,918$214.7K0.12%+4,918New
Ironwood Investment Counsel, LLC4,889$213.4K0.05%00.0%Unchanged
Mill Creek Capital Advisors, LLC4,881$213.1K0.01%00.0%Unchanged
Colony Group LLC4,829$211.0K0.00%+10.0%Added
Accel Wealth Management4,789$209.0K0.09%+21+0.4%Added
Fulton Bank, N.A.4,775$208.4K0.01%−18−0.4%Reduced
Cape Cod Five Cents Savings Bank4,700$205.2K0.02%−50−1.1%Reduced
Ballentine Partners, LLC4,626$201.9K0.01%+4,626New
Redwood Wealth Management Group, LLC4,596$200.6K0.23%00.0%Unchanged
Howland Capital Management LLC4,595$200.6K0.01%00.0%Unchanged
Schroder Investment Management Group4,592$200.4K0.00%−8,692−65.4%Reduced
Ossiam4,516$197.1K0.00%−10,427−69.8%Reduced
SOA Wealth Advisors, LLC.4,438$193.7K0.05%+30+0.7%Added
Cary Street Partners Asset Management LLC4,213$183.9K0.03%+200+5.0%Added
Grey Fox Wealth Advisors, LLC3,963$173.0K0.10%00.0%Unchanged
Dividend Assets Capital, LLC3,364$161.0K0.03%00.0%Unchanged
Quadrant Capital Group LLC3,524$153.8K0.02%−93−2.6%Reduced
Global Retirement Partners, LLC3,624$153.2K0.01%+3,469+2,238.1%Added
Tompkins Financial Corp3,419$149.2K0.02%00.0%Unchanged
Spire Wealth Management3,387$147.8K0.01%+3,187+1,593.5%Added
Benjamin F. Edwards & Company, Inc.3,341$146.0K0.01%00.0%Unchanged
Hanson & Doremus Investment Management3,142$137.0K0.03%00.0%Unchanged
Atlantic Trust, LLC3,135$136.8K0.04%+11+0.4%Added
Trust Co of Vermont3,020$131.8K0.01%+1,145+61.1%Added
Bank of New Hampshire2,875$125.5K0.04%00.0%Unchanged
TD Private Client Wealth LLC2,703$118.0K0.01%00.0%Unchanged
Allworth Financial LP2,667$116.4K0.00%+41+1.6%Added
Bartlett & Co. Wealth Management LLC2,531$110.5K0.00%−200−7.3%Reduced
Bartlett & Co. LLC2,531$110.0K0.00%−200−7.3%Reduced