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 |
|---|---|---|---|---|---|
| NVWM, LLC | 221 | $9.64K | 0.00% | +1+0.5% | Added |
| South State Corp. | 201 | $8.77K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 200 | $8.61K | 0.00% | +200 | New |
| Godsey & Gibb Associates | 188 | $8.21K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 182 | $8.00K | 0.00% | −178−49.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 181 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 180 | $7.86K | 0.00% | +180 | New |
| Machina Capital S.A.S. | 180 | $7.86K | 0.01% | +180 | New |
| Westside Investment Management, Inc. | 156 | $6.81K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 151 | $6.59K | 0.00% | +46+43.8% | Added |
| Maryland Capital Advisors Inc. | 150 | $6.55K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 143 | $6.22K | 0.00% | +1+0.7% | Added |
| Larson Financial Group LLC | 138 | $6.02K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 145 | $6.00K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 125 | $5.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 115 | $5.02K | 0.00% | +11+10.6% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 113 | $4.93K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 109 | $4.78K | 0.00% | +109 | New |
| Versant Capital Management, Inc | 109 | $4.76K | 0.00% | −6−5.2% | Reduced |
| Farmers & Merchants Investments Inc | 107 | $4.67K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 75 | $3.27K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 71 | $3.12K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 64 | $2.79K | 0.00% | +64 | New |
| Ridgewood Investments LLC | 63 | $2.75K | 0.00% | +63 | New |
| Venturi Wealth Management, LLC | 59 | $2.59K | 0.00% | +59 | New |
| Sutton Wealth Advisors Inc. | 59 | $2.58K | 0.00% | −464−88.7% | Reduced |
| Farther Finance Advisors, LLC | 56 | $2.44K | 0.00% | +44+366.7% | Added |
| WR Wealth Planners, LLC | 50 | $2.18K | 0.00% | +50 | New |
| Steward Financial Group LLC | 61 | $2.00K | 0.00% | +21+52.5% | Added |
| Schubert & Co | 43 | $1.88K | 0.00% | −12−21.8% | Reduced |
| Raffa Wealth Management, LLC | 31 | $1.35K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $1.22K | 0.00% | +3+12.0% | Added |
| Newbridge Financial Services Group, Inc. | 26 | $1.14K | 0.00% | −519−95.2% | Reduced |
| Hexagon Capital Partners LLC | 25 | $1.09K | 0.00% | −7−21.9% | Reduced |
| Winch Advisory Services, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $1.00K | 0.00% | +10+35.7% | Added |
| Ulland Investment Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 12 | $1.00K | 0.00% | +12 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 | $760 | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 12 | $524 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $437 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $437 | 0.00% | +10 | New |
| First Horizon Advisors, Inc. | 10 | $436 | 0.00% | −14−58.3% | Reduced |
| True Wealth Design, LLC | 6 | $262 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $86 | 0.00% | +1+100.0% | Added |
| Sofos Investments, Inc. | 44 | $37 | 0.00% | −4−8.3% | Reduced |
| CIBC Private Wealth Group, LLC | 31,186 | – | – | +5,944+23.5% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Oak Hill Wealth Advisors, LLC | 1,000 | – | – | +1,000 | New |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −281,329−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −67,000−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −53,600−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −51,066−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −49,317−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −28,746−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −26,600−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −12,132−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −9,922−100.0% | Sold out |
| Cascade Investment Group, Inc. | 0 | $0 | 0.00% | −9,880−100.0% | Sold out |
| Bigelow Investment Advisors, LLC | 0 | $0 | 0.00% | −5,714−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −5,525−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −5,431−100.0% | Sold out |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −5,380−100.0% | Sold out |
| Brown Miller Wealth Management, LLC | 0 | $0 | 0.00% | −5,278−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −5,146−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −4,847−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −4,770−100.0% | Sold out |
| Boston Financial Mangement LLC | 0 | $0 | 0.00% | −4,759−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −4,739−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −4,694−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| First American Bank | 0 | $0 | 0.00% | −4,508−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −4,492−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −4,471−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −4,450−100.0% | Sold out |
| Davis R M Inc | 0 | $0 | 0.00% | −4,433−100.0% | Sold out |
| Insight 2811, Inc. | 0 | $0 | 0.00% | −4,397−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −4,350−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Coho Partners, Ltd. | 0 | $0 | 0.00% | −4,290−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −4,291−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −4,288−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −4,243−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −4,106−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −1,102−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −806−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −755−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Cyrus J. Lawrence, LLC | 0 | $0 | 0.00% | −517−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −40−100.0% | Sold out |