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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, 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.

Institutional holdersQ2 2023: 626 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 heldQ2 2023: $7.63B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2023.

Institutions holding WTRG in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sumitomo Mitsui DS Asset Management Company, Ltd17,135$683.9K0.01%00.0%Unchanged
Aquatic Capital Management LLC17,000$678.0K0.04%+3,900+29.8%Added
Occudo Quantitative Strategies LP16,957$676.8K0.07%−121,171−87.7%Reduced
Tower Research Capital LLC (TRC)16,874$673.4K0.02%+10,835+179.4%Added
Davy Global Fund Management Ltd16,852$672.6K0.13%+10,837+180.2%Added
Ieq Capital, LLC16,721$667.3K0.01%+16,721New
Rowland & Co Investment Counsel16,500$658.5K0.16%00.0%Unchanged
Fiduciary Trust Co16,361$653.0K0.01%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd16,052$640.6K0.07%+16,052New
Glen Eagle Advisors, LLC15,718$627.3K0.14%−5,277−25.1%Reduced
Belpointe Asset Management LLC15,663$625.1K0.07%−666−4.1%Reduced
First Pacific Financial15,491$618.2K0.26%+36+0.2%Added
Loudon Investment Management, LLC15,463$617.1K0.41%00.0%Unchanged
CIBC Asset Management Inc15,305$610.8K0.00%00.0%Unchanged
Cetera Investment Advisers15,304$610.8K0.01%−3,917−20.4%Reduced
New York Life Investment Management LLC15,193$606.4K0.01%+15,193New
Whittier Trust Co of Nevada Inc15,038$600.0K0.02%+43+0.3%Added
Clean Yield Group14,950$596.7K0.25%00.0%Unchanged
United Services Automobile Association14,881$593.9K0.02%+88+0.6%Added
Levy Wealth Management Group, LLC14,544$580.5K0.17%+40+0.3%Added
Resurgent Financial Advisors LLC14,413$575.2K0.38%00.0%Unchanged
Verition Fund Management LLC14,155$564.9K0.01%+14,155New
Rockefeller Capital Management L.P.14,042$560.4K0.00%−568−3.9%Reduced
Mitsubishi UFJ Asset Management (UK) Ltd.14,000$559.0K0.36%00.0%Unchanged
Manchester Capital Management LLC13,799$550.7K0.07%−23,719−63.2%Reduced
Vestcor Inc13,379$534.0K0.02%−562−4.0%Reduced
Spinnaker Trust12,954$517.0K0.04%00.0%Unchanged
Bank of Nova Scotia12,916$515.5K0.00%+12,916New
Jane Street Group, LLC12,835$512.2K0.00%+12,835New
Illinois Municipal Retirement Fund12,828$512.0K0.01%00.0%Unchanged
Bayesian Capital Management, LP12,800$510.8K0.05%−1,400−9.9%Reduced
JustInvest LLC12,791$510.5K0.02%−53−0.4%Reduced
Agf Management Ltd12,743$508.6K0.00%+12,743New
Vontobel Holding Ltd.12,613$503.4K0.00%−28,180−69.1%Reduced
Blossom Wealth Management12,594$502.6K1.84%+425+3.5%Added
Philadelphia Trust Co12,395$495.0K0.05%00.0%Unchanged
Alps Advisors Inc12,270$489.7K0.00%+3,789+44.7%Added
Moors & Cabot, Inc.12,263$489.4K0.03%−125−1.0%Reduced
Wealth Effects LLC12,253$489.0K0.22%−100−0.8%Reduced
BI Asset Management Fondsmaeglerselskab A/S12,240$488.0K0.01%+6,752+123.0%Added
Brookfield Asset Management Inc.12,150$484.9K0.00%−1,394,879−99.1%Reduced
Diversified, LLC11,651$465.0K0.12%+30.0%Added
American Century Companies Inc11,648$464.9K0.00%−229−1.9%Reduced
Echo Street Capital Management LLC11,533$460.3K0.00%−1,029−8.2%Reduced
Cerity Partners LLC11,511$459.3K0.00%+1,052+10.1%Added
Janus Henderson Group PLC11,443$456.6K0.00%−1,751−13.3%Reduced
W.H. Cornerstone Investments Inc.11,384$454.0K0.41%+64+0.6%Added
Institute for Wealth Management, LLC.11,290$450.6K0.08%00.0%Unchanged
Mackenzie Financial Corp11,102$447.6K0.00%+11,102New
O'Brien Greene & Co. Inc11,114$444.0K0.15%−100−0.9%Reduced
Welch & Forbes LLC10,820$431.8K0.01%+133+1.2%Added
TrinityPoint Wealth, LLC10,770$429.8K0.08%00.0%Unchanged
Metis Global Partners, LLC10,747$428.9K0.02%+1,315+13.9%Added
Town & Country Bank & Trust CO dba First Bankers Trust CO10,656$425.3K0.21%00.0%Unchanged
Stony Point Wealth Management Inc.10,533$420.4K0.21%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich10,503$419.0K0.00%−197−1.8%Reduced
BKD Wealth Advisors, LLC10,437$416.6K0.01%−364−3.4%Reduced
Spirit of America Management Corp10,250$409.1K0.09%+8,500+485.7%Added
Ferguson Wellman Capital Management, Inc10,205$407.3K0.01%00.0%Unchanged
Assenagon Asset Management S.A.10,163$405.6K0.00%−13,354−56.8%Reduced
RSM US Wealth Management LLC10,106$403.3K0.01%00.0%Unchanged
Raymond James Trust N.A.10,046$401.0K0.01%−2,136−17.5%Reduced
Procyon Private Wealth Partners, LLC10,004$399.3K0.05%−10.0%Reduced
Prospera Financial Services Inc9,953$397.2K0.02%+9,953New
HB Wealth Management, LLC9,870$393.9K0.01%−378−3.7%Reduced
Fulcrum Equity Management9,870$393.9K0.46%+3,764+61.6%Added
Tiaa, FSB9,830$392.3K0.00%−972−9.0%Reduced
Keybank National Association9,749$389.1K0.00%+161+1.7%Added
Quantamental Technologies LLC9,530$380.3K0.16%+2,647+38.5%Added
Cbre Clarion Securities LLC9,480$378.3K0.01%+9,480New
Great Valley Advisor Group, Inc.9,410$375.5K0.02%−89−0.9%Reduced
SeaCrest Wealth Management, LLC9,139$364.7K0.05%+10.0%Added
Marcum Wealth, LLC9,079$362.4K0.04%+30.0%Added
Banque Cantonale Vaudoise9,088$362.0K0.02%00.0%Unchanged
Foundations Investment Advisors, LLC8,923$356.1K0.01%−131−1.4%Reduced
First Republic Investment Management, Inc.8,836$352.6K0.00%−8,176−48.1%Reduced
Ossiam8,774$350.2K0.01%+4,258+94.3%Added
Fort Washington Investment Advisors Inc8,669$346.0K0.00%00.0%Unchanged
Algert Global LLC8,545$341.0K0.01%+8,545New
Central Trust Co8,539$340.8K0.01%−100−1.2%Reduced
Sigma Planning Corp8,531$340.5K0.01%−1,329−13.5%Reduced
Apella Capital, LLC8,319$332.0K0.02%+8,319New
EagleClaw Capital Managment, LLC8,302$331.3K0.08%00.0%Unchanged
Birch Hill Investment Advisors LLC8,253$329.4K0.02%00.0%Unchanged
Atria Wealth Solutions, Inc.8,236$328.7K0.00%−125−1.5%Reduced
Rockland Trust Co8,225$328.3K0.02%00.0%Unchanged
Phoenix Holdings Ltd.8,275$326.0K0.01%−128−1.5%Reduced
Johnson Investment Counsel Inc7,859$313.6K0.00%−47−0.6%Reduced
Twin Tree Management, LP7,754$309.5K0.01%+7,754New
HBK Sorce Advisory LLC7,744$309.1K0.01%−99−1.3%Reduced
Tower Wealth Partners, Inc.7,740$308.9K0.25%00.0%Unchanged
Armstrong Advisory Group, Inc7,739$308.9K0.03%+6,420+486.7%Added
First Affirmative Financial Network7,716$307.9K0.31%+1,201+18.4%Added
Quadrature Capital Ltd7,614$303.8K0.01%+7,614New
Banque Pictet & Cie SA7,591$303.0K0.00%−6,742−47.0%Reduced
LaSalle St. Investment Advisors, LLC7,584$302.0K0.13%+5+0.1%Added
Profund Advisors LLC7,545$301.1K0.02%−647−7.9%Reduced
Veritable, L.P.7,541$301.0K0.00%00.0%Unchanged
Pinnacle Associates Ltd7,537$300.8K0.01%00.0%Unchanged
Virtu Financial LLC7,468$298.0K0.02%+7,468New