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, Q2 2023
Institutional positions in Essential Utilities, Inc. as of Jun 30, 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
- 626
- −20 vs. Q1 2023
- Shares held
- 191.2M
- +445.6K (+0.2%) vs. Q1 2023
- Total value
- $7.63B
- −$694.5M (−8.3%) vs. Q1 2023
- New holders
- 58
- 192 more added
- Sold out
- 78
- 221 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Psagot Value Holdings Ltd. / (Israel) | 4 | $0 | 0.00% | −8−66.7% | Reduced |
| Financial Management Professionals, Inc. | 11 | $0 | 0.00% | +11 | New |
| Cedar Mountain Advisors, LLC | 3 | $123 | 0.00% | +1+50.0% | Added |
| True Wealth Design, LLC | 6 | $240 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $399 | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 12 | $479 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 16 | $639 | 0.00% | +6+60.0% | Added |
| Farther Finance Advisors, LLC | 19 | $758 | 0.00% | −37−66.1% | Reduced |
| SJS Investment Consulting Inc. | 23 | $918 | 0.00% | −5−17.9% | Reduced |
| 25 LLC | 24 | $995 | 0.00% | +24 | New |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $1.00K | 0.00% | −10−26.3% | Reduced |
| Ulland Investment Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Newbridge Financial Services Group, Inc. | 26 | $1.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $1.24K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 39 | $1.56K | 0.00% | +14+56.0% | Added |
| CGC Financial Services, LLC | 42 | $1.66K | 0.00% | +42 | New |
| WR Wealth Planners, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 50 | $2.00K | 0.00% | +50 | New |
| Sutton Wealth Advisors Inc. | 59 | $2.35K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 60 | $2.38K | 0.00% | +1+1.7% | Added |
| Ridgewood Investments LLC | 63 | $2.51K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 68 | $2.71K | 0.00% | −7−9.3% | Reduced |
| Tradewinds Capital Management, LLC | 72 | $2.87K | 0.00% | +1+1.4% | Added |
| Lindbrook Capital, LLC | 75 | $2.99K | 0.00% | −165−68.8% | Reduced |
| First Horizon Advisors, Inc. | 102 | $4.07K | 0.00% | +92+920.0% | Added |
| Versant Capital Management, Inc | 102 | $4.07K | 0.00% | −7−6.4% | Reduced |
| Bell Investment Advisors, Inc | 104 | $4.15K | 0.00% | −11−9.6% | Reduced |
| Farmers & Merchants Investments Inc | 107 | $4.27K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 109 | $4.35K | 0.00% | +109 | New |
| Stone House Investment Management, LLC | 110 | $4.40K | 0.00% | +1+0.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 113 | $4.51K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 125 | $4.99K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 144 | $5.73K | 0.00% | +1+0.7% | Added |
| Maryland Capital Advisors Inc. | 150 | $5.99K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 145 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 181 | $7.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 188 | $7.50K | 0.00% | 00.0% | Unchanged |
| Roffman Miller Associates Inc | 191 | $7.62K | 0.00% | +191 | New |
| Glass Jacobson Investment Advisors llc | 200 | $7.98K | 0.00% | +200 | New |
| South State Corp. | 201 | $8.02K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 220 | $8.81K | 0.00% | −1−0.5% | Reduced |
| TD Waterhouse Canada Inc. | 234 | $9.42K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 244 | $9.74K | 0.00% | −1−0.4% | Reduced |
| Financial Connections Group, Inc. | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 285 | $11.4K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 300 | $12.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 300 | $12.0K | 0.00% | −80,157−99.6% | Reduced |
| VisionPoint Advisory Group, LLC | 301 | $12.0K | 0.00% | +301 | New |
| Itau Unibanco Holding S.A. | 304 | $12.1K | 0.00% | −23−7.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 312 | $12.5K | 0.00% | +312 | New |
| Riverview Trust Co | 325 | $13.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 327 | $13.0K | 0.01% | +3+0.9% | Added |
| Concord Wealth Partners | 335 | $13.4K | 0.00% | +2+0.6% | Added |
| Creative Financial Designs Inc | 340 | $13.6K | 0.00% | +50+17.2% | Added |
| Covestor Ltd | 360 | $14.0K | 0.01% | +27+8.1% | Added |
| Norwood Financial Corp | 375 | $15.0K | 0.02% | 00.0% | Unchanged |
| Robbins Farley LLC | 375 | $15.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 380 | $15.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 408 | $16.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 423 | $16.9K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 424 | $16.9K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 425 | $17.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 438 | $17.5K | 0.00% | +23+5.5% | Added |
| Coppell Advisory Solutions LLC | 460 | $18.2K | 0.01% | +460 | New |
| Disciplined Investments, LLC | 472 | $18.8K | 0.01% | +3+0.6% | Added |
| Clearview Wealth Advisors LLC | 491 | $19.6K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 493 | $19.7K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 498 | $19.9K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 500 | $20.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 500 | $20.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 515 | $21.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 561 | $22.4K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 570 | $22.7K | 0.00% | 00.0% | Unchanged |
| CoreCommodity Management, LLC | 598 | $23.9K | 0.01% | −41,956−98.6% | Reduced |
| Leonteq Securities AG | 600 | $23.9K | 0.00% | −293−32.8% | Reduced |
| Massmutual Trust Co FSB | 604 | $24.1K | 0.00% | +453+300.0% | Added |
| Cassady Schiller Wealth Management, LLC | 625 | $24.9K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $26.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 658 | $26.3K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 666 | $26.6K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 666 | $26.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 650 | $27.1K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 705 | $28.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 732 | $29.0K | 0.00% | +451+160.5% | Added |
| Piscataqua Savings Bank | 750 | $29.9K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 753 | $30.1K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 773 | $30.9K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $32.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 813 | $32.4K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 827 | $33.0K | 0.00% | +49+6.3% | Added |
| Chelsea Counsel Co | 900 | $35.9K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 909 | $36.3K | 0.02% | +909 | New |
| Motco | 969 | $38.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,041 | $42.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,082 | $43.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,089 | $43.5K | 0.00% | −536−33.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,010 | $44.0K | 0.00% | −18−1.8% | Reduced |