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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 2,512 | $109.6K | 0.02% | +2,512 | New |
| Citizens National Bank Trust Department | 2,450 | $106.9K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,404 | $105.0K | 0.01% | +10.0% | Added |
| Colonial Trust Advisors | 2,392 | $104.4K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,231 | $97.4K | 0.00% | −4,904−68.7% | Reduced |
| Truvestments Capital LLC | 2,115 | $92.3K | 0.05% | −441−17.3% | Reduced |
| Kempen Capital Management N.V. | 2,034 | $88.8K | 0.00% | −1,802−47.0% | Reduced |
| Umb Bank N A | 2,021 | $88.2K | 0.00% | −119−5.6% | Reduced |
| Signaturefd, LLC | 1,997 | $87.2K | 0.00% | −476−19.2% | Reduced |
| Tower View Investment Management & Research LLC | 1,995 | $87.0K | 0.06% | −103−4.9% | Reduced |
| Stonebridge Capital Advisors LLC | 1,962 | $85.6K | 0.01% | +143+7.9% | Added |
| Archer Investment Corp | 1,959 | $81.8K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,866 | $81.5K | 0.00% | −50−2.6% | Reduced |
| Baystate Wealth Management LLC | 1,788 | $78.1K | 0.01% | +8+0.4% | Added |
| Parallel Advisors, LLC | 1,784 | $77.9K | 0.00% | +33+1.9% | Added |
| Spirit of America Management Corp | 1,750 | $76.4K | 0.02% | +1,750 | New |
| Delta Asset Management LLC | 1,722 | $75.2K | 0.01% | −539−23.8% | Reduced |
| Ci Investments Inc. | 1,725 | $75.0K | 0.00% | +136+8.6% | Added |
| Colonial Trust Co | 1,705 | $74.4K | 0.02% | +1,425+508.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $74.0K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,666 | $72.7K | 0.01% | −2,500−60.0% | Reduced |
| Wellington Shields & Co., LLC | 1,666 | $72.7K | 0.02% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 1,657 | $72.3K | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,625 | $70.9K | 0.00% | −659−28.9% | Reduced |
| Old Second National Bank of Aurora | 1,600 | $69.8K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,600 | $69.8K | 0.01% | +300+23.1% | Added |
| Rosenberg Matthew Hamilton | 1,580 | $69.0K | 0.02% | −320−16.8% | Reduced |
| Endurance Wealth Management, Inc. | 1,500 | $65.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,468 | $64.1K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,400 | $61.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,319 | $57.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,275 | $55.6K | 0.00% | −4,984−79.6% | Reduced |
| Sound Income Strategies, LLC | 1,253 | $54.7K | 0.01% | +2+0.2% | Added |
| Peoples Financial Services Corp. | 1,250 | $54.6K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,166 | $50.9K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,028 | $50.0K | 0.00% | +7+0.7% | Added |
| Orion Capital Management LLC | 1,125 | $49.1K | 0.03% | +1,125 | New |
| Arrow Financial Corp | 1,082 | $47.2K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,041 | $45.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,041 | $45.0K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 843 | $43.1K | 0.04% | −15−1.7% | Reduced |
| Motco | 969 | $42.3K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 900 | $39.3K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 893 | $39.0K | 0.00% | −3,762−80.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 875 | $38.0K | 0.03% | −100−10.3% | Reduced |
| Addison Advisors LLC | 813 | $35.5K | 0.02% | −1,500−64.9% | Reduced |
| First Community Trust NA | 802 | $35.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 778 | $34.0K | 0.00% | −14−1.8% | Reduced |
| Sandy Spring Bank | 773 | $33.7K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 772 | $33.7K | 0.01% | +772 | New |
| MCF Advisors LLC | 753 | $32.9K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 750 | $32.7K | 0.03% | +250+50.0% | Added |
| Princeton Global Asset Management LLC | 705 | $30.8K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 693 | $30.2K | 0.00% | −1,346,882−99.9% | Reduced |
| First Command Bank | 666 | $29.1K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 666 | $29.1K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 658 | $28.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 647 | $28.3K | 0.03% | +647 | New |
| First PREMIER Bank | 650 | $28.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 650 | $27.8K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 625 | $27.3K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 609 | $26.6K | 0.00% | +609 | New |
| WealthPLAN Partners, LLC | 570 | $24.9K | 0.00% | +570 | New |
| HHM Wealth Advisors, LLC | 561 | $24.5K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 515 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 527 | $22.8K | 0.00% | +527 | New |
| Barrett & Company, Inc. | 500 | $21.8K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 500 | $21.8K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 498 | $21.7K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 493 | $21.5K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 491 | $21.4K | 0.02% | +61+14.2% | Added |
| IFP Advisors, Inc | 406 | $21.1K | 0.00% | −2,216−84.5% | Reduced |
| Disciplined Investments, LLC | 469 | $20.5K | 0.01% | −4−0.8% | Reduced |
| Ruedi Wealth Management, Inc. | 444 | $19.4K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 425 | $18.6K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 424 | $18.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 423 | $18.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 415 | $18.1K | 0.00% | −54−11.5% | Reduced |
| City Holding Co | 414 | $18.1K | 0.00% | +414 | New |
| Quent Capital, LLC | 408 | $17.8K | 0.00% | +70+20.7% | Added |
| Mascoma Wealth Management LLC | 407 | $17.4K | 0.01% | +1+0.2% | Added |
| City State Bank | 380 | $17.0K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 375 | $16.4K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 375 | $16.4K | 0.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 345 | $15.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 333 | $15.0K | 0.01% | −3−0.9% | Reduced |
| Concord Wealth Partners | 333 | $14.5K | 0.00% | +2+0.6% | Added |
| Itau Unibanco Holding S.A. | 327 | $14.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 325 | $14.2K | 0.01% | +325 | New |
| New Millennium Group LLC | 324 | $14.2K | 0.01% | +2+0.6% | Added |
| CNB Bank | 300 | $13.1K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 297 | $13.0K | 0.00% | −1−0.3% | Reduced |
| Creative Financial Designs Inc | 290 | $12.6K | 0.00% | +2+0.7% | Added |
| Piershale Financial Group, Inc. | 285 | $12.4K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 281 | $12.0K | 0.00% | −488−63.5% | Reduced |
| Baker Avenue Asset Management, LP | 245 | $10.7K | 0.00% | −32−11.6% | Reduced |
| Lindbrook Capital, LLC | 240 | $10.5K | 0.00% | −21−8.0% | Reduced |
| TD Waterhouse Canada Inc. | 234 | $10.1K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 228 | $10.0K | 0.00% | −522−69.6% | Reduced |