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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
Beacon Pointe Advisors, LLC7,436$296.7K0.00%−449−5.7%Reduced
Segall Bryant & Hamill, LLC7,421$296.2K0.00%+10.0%Added
Paradigm Asset Management Co LLC7,400$295.3K0.08%−20,300−73.3%Reduced
Conestoga Capital Advisors, LLC7,337$292.8K0.00%−700−8.7%Reduced
Captrust Financial Advisors7,297$291.2K0.00%+1,134+18.4%Added
Kennedy Investment Group7,247$289.2K0.17%+47+0.7%Added
Tokio Marine Asset Management Co Ltd7,237$288.8K0.02%+802+12.5%Added
Graham Capital Management, L.P.7,220$288.1K0.01%+7,220New
RTD Financial Advisors, Inc.7,103$283.5K0.04%00.0%Unchanged
CCG Wealth Management, LLC7,034$280.7K0.18%00.0%Unchanged
Natixis Investment Managers International6,945$277.2K0.02%−428−5.8%Reduced
Commerce Bank6,921$276.2K0.00%−520−7.0%Reduced
Huntington National Bank6,899$275.3K0.00%−875−11.3%Reduced
Providence Wealth Advisors, LLC6,835$274.8K0.30%00.0%Unchanged
EP Wealth Advisors, LLC28,719$273.4K0.00%+28,719New
Northstar Asset Management LLC6,835$272.8K0.08%00.0%Unchanged
Youngs Advisory Group, Inc.6,778$270.5K0.15%00.0%Unchanged
Charter Oak Capital Management, LLC6,718$268.1K0.03%+43+0.6%Added
Oppenheimer & Co Inc6,718$268.1K0.01%−6,610−49.6%Reduced
Argent Trust Co6,642$265.1K0.01%+92+1.4%Added
Dearborn Partners LLC6,550$261.4K0.01%+12+0.2%Added
Advisors Capital Management, LLC6,477$258.0K0.01%00.0%Unchanged
Daymark Wealth Partners, LLC6,418$256.1K0.02%00.0%Unchanged
Obermeyer Wood Investment Counsel, LLLP6,350$253.4K0.02%00.0%Unchanged
Anchor Investment Management, LLC6,342$253.1K0.03%+21+0.3%Added
United Capital Financial Advisers, LLC6,260$249.8K0.00%−3,046−32.7%Reduced
MidWestOne Financial Group, Inc.6,250$249.4K0.05%00.0%Unchanged
Fulcrum Capital LLC6,250$249.4K0.07%00.0%Unchanged
Prio Wealth Limited Partnership6,232$248.7K0.01%00.0%Unchanged
Girard Partners Ltd.6,229$248.6K0.03%−1,922−23.6%Reduced
XTX Topco Ltd6,168$246.2K0.04%+6,168New
Blueshift Asset Management, LLC6,106$243.7K0.09%+6,106New
Northwestern Mutual Wealth Management Co6,048$241.4K0.00%−1,894−23.8%Reduced
StoneX Group Inc.6,033$240.8K0.02%−53−0.9%Reduced
Corton Capital Inc.6,028$240.6K0.11%+6,028New
Kingfisher Capital LLC6,017$240.0K0.06%+173+3.0%Added
Meridian Wealth Partners, LLC5,964$238.0K0.05%−3−0.1%Reduced
Alan B. Lancz & Associates, Inc.5,934$236.8K0.25%−300−4.8%Reduced
Charter Research & Investment Group, Inc.5,930$236.7K0.20%00.0%Unchanged
Cordatus Wealth Management LLC5,921$236.0K0.09%+5,921New
Stillwater Capital Advisors, LLC5,879$234.6K0.04%00.0%Unchanged
Wetherby Asset Management Inc5,805$231.7K0.01%−2,602−31.0%Reduced
Vinva Investment Management Ltd5,860$231.3K0.02%−855−12.7%Reduced
Dorsey & Whitney Trust CO LLC5,754$229.6K0.02%−144−2.4%Reduced
Private Trust Co NA5,752$229.6K0.03%00.0%Unchanged
Mendel Money Management5,730$228.7K0.12%+5,730New
Advisor Partners II, LLC5,673$226.4K0.01%+310+5.8%Added
Capital CS Group, LLC5,671$226.3K0.23%−1,002−15.0%Reduced
Lowe Brockenbrough & Co Inc5,650$225.5K0.02%00.0%Unchanged
Buckingham Strategic Wealth, LLC5,552$221.6K0.00%+5,552New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,535$220.9K0.05%00.0%Unchanged
CAPROCK Group, Inc.5,527$220.6K0.02%−1,923−25.8%Reduced
Charter Trust Co5,482$218.8K0.02%−932−14.5%Reduced
Nations Financial Group Inc,5,472$218.4K0.02%−394−6.7%Reduced
B. Metzler seel. Sohn & Co. AG5,449$217.5K0.00%00.0%Unchanged
Davis R M Inc5,433$217.0K0.01%+5,433New
Glenview Trust Co5,392$215.2K0.01%00.0%Unchanged
Ergoteles LLC5,376$214.6K0.01%+5,376New
Blume Capital Management, Inc.5,355$213.7K0.06%−345−6.1%Reduced
Chevy Chase Trust Holdings, Inc.5,300$211.5K0.00%00.0%Unchanged
Alberta Investment Management Corp5,300$211.5K0.00%00.0%Unchanged
Pathstone Family Office, LLC5,273$210.5K0.00%−1,426−21.3%Reduced
Federation des caisses Desjardins du Quebec5,271$210.4K0.00%+3,040+136.3%Added
Cullen Capital Management LLC5,264$210.1K0.00%+5,264New
Univest Financial Corp5,179$206.7K0.06%00.0%Unchanged
Washington Trust Co5,070$202.3K0.01%00.0%Unchanged
Joel Isaacson & Co., LLC5,025$200.5K0.01%00.0%Unchanged
Centaurus Financial, Inc.4,838$193.0K0.02%−166−3.3%Reduced
Sound Income Strategies, LLC4,746$189.4K0.02%+3,493+278.8%Added
SOA Wealth Advisors, LLC.4,470$178.4K0.04%+32+0.7%Added
Jones Financial Companies LLLP4,142$165.3K0.00%+3,101+297.9%Added
Allspring Global Investments Holdings, LLC4,115$164.2K0.00%−5,395−56.7%Reduced
Quadrant Capital Group LLC3,890$155.3K0.02%+366+10.4%Added
Sunbelt Securities, Inc.3,816$152.3K0.02%+3,616+1,808.0%Added
Global Retirement Partners, LLC3,590$143.3K0.01%−34−0.9%Reduced
Kepos Capital LP3,488$139.0K0.03%+3,488New
Tompkins Financial Corp3,419$136.5K0.02%00.0%Unchanged
Spire Wealth Management3,387$135.2K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.3,341$133.0K0.01%00.0%Unchanged
Atlantic Trust, LLC3,135$130.7K0.04%00.0%Unchanged
Group One Trading, L.P.3,249$129.7K0.01%+3,249New
Hanson & Doremus Investment Management3,142$125.0K0.03%00.0%Unchanged
Trust Co of Vermont3,020$120.5K0.01%00.0%Unchanged
CWM, LLC2,923$117.0K0.00%−3,285−52.9%Reduced
Bank of New Hampshire2,875$114.7K0.03%00.0%Unchanged
Hazlett, Burt & Watson, Inc.2,861$114.0K0.09%+1,986+227.0%Added
TD Private Client Wealth LLC2,703$107.9K0.00%00.0%Unchanged
Gradient Investments LLC2,695$107.6K0.00%−350,742−99.2%Reduced
Tower View Investment Management & Research LLC2,666$106.0K0.07%+671+33.6%Added
Signaturefd, LLC2,562$102.2K0.00%+565+28.3%Added
Dividend Assets Capital, LLC2,552$102.0K0.02%−812−24.1%Reduced
Bartlett & Co. Wealth Management LLC2,531$101.0K0.00%00.0%Unchanged
Bartlett & Co. LLC2,531$101.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC2,519$100.5K0.02%+7+0.3%Added
Citizens National Bank Trust Department2,450$97.8K0.03%00.0%Unchanged
Kempen Capital Management N.V.2,424$96.7K0.00%+390+19.2%Added
Harbour Investments, Inc.2,406$96.0K0.00%+2+0.1%Added
Colonial Trust Advisors2,392$95.5K0.01%00.0%Unchanged
Allworth Financial LP2,144$85.6K0.00%−523−19.6%Reduced
Archer Investment Corp2,139$85.4K0.03%+180+9.2%Added