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 |
|---|---|---|---|---|---|
| Obermeyer Wood Investment Counsel, LLLP | 6,350 | $253.4K | 0.02% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 6,418 | $256.1K | 0.02% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,477 | $258.0K | 0.01% | 00.0% | Unchanged |
| Dearborn Partners LLC | 6,550 | $261.4K | 0.01% | +12+0.2% | Added |
| Argent Trust Co | 6,642 | $265.1K | 0.01% | +92+1.4% | Added |
| Oppenheimer & Co Inc | 6,718 | $268.1K | 0.01% | −6,610−49.6% | Reduced |
| Charter Oak Capital Management, LLC | 6,718 | $268.1K | 0.03% | +43+0.6% | Added |
| Youngs Advisory Group, Inc. | 6,778 | $270.5K | 0.15% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 6,835 | $272.8K | 0.08% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 28,719 | $273.4K | 0.00% | +28,719 | New |
| Providence Wealth Advisors, LLC | 6,835 | $274.8K | 0.30% | 00.0% | Unchanged |
| Huntington National Bank | 6,899 | $275.3K | 0.00% | −875−11.3% | Reduced |
| Commerce Bank | 6,921 | $276.2K | 0.00% | −520−7.0% | Reduced |
| Natixis Investment Managers International | 6,945 | $277.2K | 0.02% | −428−5.8% | Reduced |
| CCG Wealth Management, LLC | 7,034 | $280.7K | 0.18% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 7,103 | $283.5K | 0.04% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 7,220 | $288.1K | 0.01% | +7,220 | New |
| Tokio Marine Asset Management Co Ltd | 7,237 | $288.8K | 0.02% | +802+12.5% | Added |
| Kennedy Investment Group | 7,247 | $289.2K | 0.17% | +47+0.7% | Added |
| Captrust Financial Advisors | 7,297 | $291.2K | 0.00% | +1,134+18.4% | Added |
| Conestoga Capital Advisors, LLC | 7,337 | $292.8K | 0.00% | −700−8.7% | Reduced |
| Paradigm Asset Management Co LLC | 7,400 | $295.3K | 0.08% | −20,300−73.3% | Reduced |
| Segall Bryant & Hamill, LLC | 7,421 | $296.2K | 0.00% | +10.0% | Added |
| Beacon Pointe Advisors, LLC | 7,436 | $296.7K | 0.00% | −449−5.7% | Reduced |
| Virtu Financial LLC | 7,468 | $298.0K | 0.02% | +7,468 | New |
| Pinnacle Associates Ltd | 7,537 | $300.8K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 7,541 | $301.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,545 | $301.1K | 0.02% | −647−7.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 7,584 | $302.0K | 0.13% | +5+0.1% | Added |
| Banque Pictet & Cie SA | 7,591 | $303.0K | 0.00% | −6,742−47.0% | Reduced |
| Quadrature Capital Ltd | 7,614 | $303.8K | 0.01% | +7,614 | New |
| First Affirmative Financial Network | 7,716 | $307.9K | 0.31% | +1,201+18.4% | Added |
| Armstrong Advisory Group, Inc | 7,739 | $308.9K | 0.03% | +6,420+486.7% | Added |
| Tower Wealth Partners, Inc. | 7,740 | $308.9K | 0.25% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 7,744 | $309.1K | 0.01% | −99−1.3% | Reduced |
| Twin Tree Management, LP | 7,754 | $309.5K | 0.01% | +7,754 | New |
| Johnson Investment Counsel Inc | 7,859 | $313.6K | 0.00% | −47−0.6% | Reduced |
| Phoenix Holdings Ltd. | 8,275 | $326.0K | 0.01% | −128−1.5% | Reduced |
| Rockland Trust Co | 8,225 | $328.3K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 8,236 | $328.7K | 0.00% | −125−1.5% | Reduced |
| Birch Hill Investment Advisors LLC | 8,253 | $329.4K | 0.02% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 8,302 | $331.3K | 0.08% | 00.0% | Unchanged |
| Apella Capital, LLC | 8,319 | $332.0K | 0.02% | +8,319 | New |
| Sigma Planning Corp | 8,531 | $340.5K | 0.01% | −1,329−13.5% | Reduced |
| Central Trust Co | 8,539 | $340.8K | 0.01% | −100−1.2% | Reduced |
| Algert Global LLC | 8,545 | $341.0K | 0.01% | +8,545 | New |
| Fort Washington Investment Advisors Inc | 8,669 | $346.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 8,774 | $350.2K | 0.01% | +4,258+94.3% | Added |
| First Republic Investment Management, Inc. | 8,836 | $352.6K | 0.00% | −8,176−48.1% | Reduced |
| Foundations Investment Advisors, LLC | 8,923 | $356.1K | 0.01% | −131−1.4% | Reduced |
| Banque Cantonale Vaudoise | 9,088 | $362.0K | 0.02% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 9,079 | $362.4K | 0.04% | +30.0% | Added |
| SeaCrest Wealth Management, LLC | 9,139 | $364.7K | 0.05% | +10.0% | Added |
| Great Valley Advisor Group, Inc. | 9,410 | $375.5K | 0.02% | −89−0.9% | Reduced |
| Cbre Clarion Securities LLC | 9,480 | $378.3K | 0.01% | +9,480 | New |
| Quantamental Technologies LLC | 9,530 | $380.3K | 0.16% | +2,647+38.5% | Added |
| Keybank National Association | 9,749 | $389.1K | 0.00% | +161+1.7% | Added |
| Tiaa, FSB | 9,830 | $392.3K | 0.00% | −972−9.0% | Reduced |
| Fulcrum Equity Management | 9,870 | $393.9K | 0.46% | +3,764+61.6% | Added |
| HB Wealth Management, LLC | 9,870 | $393.9K | 0.01% | −378−3.7% | Reduced |
| Prospera Financial Services Inc | 9,953 | $397.2K | 0.02% | +9,953 | New |
| Procyon Private Wealth Partners, LLC | 10,004 | $399.3K | 0.05% | −10.0% | Reduced |
| Raymond James Trust N.A. | 10,046 | $401.0K | 0.01% | −2,136−17.5% | Reduced |
| RSM US Wealth Management LLC | 10,106 | $403.3K | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 10,163 | $405.6K | 0.00% | −13,354−56.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 10,205 | $407.3K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 10,250 | $409.1K | 0.09% | +8,500+485.7% | Added |
| BKD Wealth Advisors, LLC | 10,437 | $416.6K | 0.01% | −364−3.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 10,503 | $419.0K | 0.00% | −197−1.8% | Reduced |
| Stony Point Wealth Management Inc. | 10,533 | $420.4K | 0.21% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,656 | $425.3K | 0.21% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 10,747 | $428.9K | 0.02% | +1,315+13.9% | Added |
| TrinityPoint Wealth, LLC | 10,770 | $429.8K | 0.08% | 00.0% | Unchanged |
| Welch & Forbes LLC | 10,820 | $431.8K | 0.01% | +133+1.2% | Added |
| O'Brien Greene & Co. Inc | 11,114 | $444.0K | 0.15% | −100−0.9% | Reduced |
| Mackenzie Financial Corp | 11,102 | $447.6K | 0.00% | +11,102 | New |
| Institute for Wealth Management, LLC. | 11,290 | $450.6K | 0.08% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 11,384 | $454.0K | 0.41% | +64+0.6% | Added |
| Janus Henderson Group PLC | 11,443 | $456.6K | 0.00% | −1,751−13.3% | Reduced |
| Cerity Partners LLC | 11,511 | $459.3K | 0.00% | +1,052+10.1% | Added |
| Echo Street Capital Management LLC | 11,533 | $460.3K | 0.00% | −1,029−8.2% | Reduced |
| American Century Companies Inc | 11,648 | $464.9K | 0.00% | −229−1.9% | Reduced |
| Diversified, LLC | 11,651 | $465.0K | 0.12% | +30.0% | Added |
| Brookfield Asset Management Inc. | 12,150 | $484.9K | 0.00% | −1,394,879−99.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,240 | $488.0K | 0.01% | +6,752+123.0% | Added |
| Wealth Effects LLC | 12,253 | $489.0K | 0.22% | −100−0.8% | Reduced |
| Moors & Cabot, Inc. | 12,263 | $489.4K | 0.03% | −125−1.0% | Reduced |
| Alps Advisors Inc | 12,270 | $489.7K | 0.00% | +3,789+44.7% | Added |
| Philadelphia Trust Co | 12,395 | $495.0K | 0.05% | 00.0% | Unchanged |
| Blossom Wealth Management | 12,594 | $502.6K | 1.84% | +425+3.5% | Added |
| Vontobel Holding Ltd. | 12,613 | $503.4K | 0.00% | −28,180−69.1% | Reduced |
| Agf Management Ltd | 12,743 | $508.6K | 0.00% | +12,743 | New |
| JustInvest LLC | 12,791 | $510.5K | 0.02% | −53−0.4% | Reduced |
| Bayesian Capital Management, LP | 12,800 | $510.8K | 0.05% | −1,400−9.9% | Reduced |
| Illinois Municipal Retirement Fund | 12,828 | $512.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,835 | $512.2K | 0.00% | +12,835 | New |
| Bank of Nova Scotia | 12,916 | $515.5K | 0.00% | +12,916 | New |
| Spinnaker Trust | 12,954 | $517.0K | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 13,379 | $534.0K | 0.02% | −562−4.0% | Reduced |
| Manchester Capital Management LLC | 13,799 | $550.7K | 0.07% | −23,719−63.2% | Reduced |