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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 2,130 | $85.0K | 0.04% | +15+0.7% | Added |
| Umb Bank N A | 2,021 | $80.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,997 | $80.0K | 0.00% | +272+15.8% | Added |
| Stonebridge Capital Advisors LLC | 1,962 | $78.3K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,914 | $76.4K | 0.06% | +1,914 | New |
| Geneos Wealth Management Inc. | 1,866 | $74.5K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,800 | $71.8K | 0.00% | +1,800 | New |
| Baystate Wealth Management LLC | 1,795 | $71.7K | 0.01% | +7+0.4% | Added |
| Parallel Advisors, LLC | 1,791 | $71.5K | 0.00% | +7+0.4% | Added |
| Delta Asset Management LLC | 1,722 | $68.7K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $67.6K | 0.03% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 1,679 | $67.0K | 0.00% | −3,374−66.8% | Reduced |
| Bromfield Sneider Wealth Advisors | 1,657 | $66.1K | 0.05% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,600 | $63.9K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,600 | $63.8K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,580 | $63.1K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,500 | $60.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,468 | $58.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,345 | $53.7K | 0.01% | −360−21.1% | Reduced |
| Peoples Financial Services Corp. | 1,250 | $49.9K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,166 | $46.5K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,156 | $46.1K | 0.00% | −119−9.3% | Reduced |
| IFP Advisors, Inc | 863 | $44.8K | 0.00% | +457+112.6% | Added |
| First Capital Advisors Group, LLC. | 1,115 | $44.5K | 0.02% | +1,115 | New |
| Ronald Blue Trust, Inc. | 1,010 | $44.0K | 0.00% | −18−1.8% | Reduced |
| Fifth Third Bancorp | 1,089 | $43.5K | 0.00% | −536−33.0% | Reduced |
| Arrow Financial Corp | 1,082 | $43.2K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,041 | $42.0K | 0.00% | 00.0% | Unchanged |
| Motco | 969 | $38.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 909 | $36.3K | 0.02% | +909 | New |
| Chelsea Counsel Co | 900 | $35.9K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 827 | $33.0K | 0.00% | +49+6.3% | Added |
| Addison Advisors LLC | 813 | $32.4K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $32.0K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 773 | $30.9K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 753 | $30.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 750 | $29.9K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 732 | $29.0K | 0.00% | +451+160.5% | Added |
| Princeton Global Asset Management LLC | 705 | $28.1K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 650 | $27.1K | 0.00% | 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 |
| Halpern Financial, Inc. | 658 | $26.3K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $26.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 625 | $24.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 604 | $24.1K | 0.00% | +453+300.0% | Added |
| Leonteq Securities AG | 600 | $23.9K | 0.00% | −293−32.8% | Reduced |
| CoreCommodity Management, LLC | 598 | $23.9K | 0.01% | −41,956−98.6% | Reduced |
| WealthPLAN Partners, LLC | 570 | $22.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 561 | $22.4K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 515 | $21.0K | 0.00% | 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 |
| M&R Capital Management Inc | 498 | $19.9K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 493 | $19.7K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 491 | $19.6K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 472 | $18.8K | 0.01% | +3+0.6% | Added |
| Coppell Advisory Solutions LLC | 460 | $18.2K | 0.01% | +460 | New |
| JFS Wealth Advisors, LLC | 438 | $17.5K | 0.00% | +23+5.5% | Added |
| Essex Investment Management Co LLC | 425 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 424 | $16.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 423 | $16.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 408 | $16.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 380 | $15.0K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 375 | $15.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 375 | $15.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 360 | $14.0K | 0.01% | +27+8.1% | Added |
| Creative Financial Designs Inc | 340 | $13.6K | 0.00% | +50+17.2% | Added |
| Concord Wealth Partners | 335 | $13.4K | 0.00% | +2+0.6% | Added |
| New Millennium Group LLC | 327 | $13.0K | 0.01% | +3+0.9% | Added |
| Riverview Trust Co | 325 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 312 | $12.5K | 0.00% | +312 | New |
| Itau Unibanco Holding S.A. | 304 | $12.1K | 0.00% | −23−7.0% | Reduced |
| VisionPoint Advisory Group, LLC | 301 | $12.0K | 0.00% | +301 | New |
| Resources Management Corp | 300 | $12.0K | 0.00% | −80,157−99.6% | Reduced |
| CNB Bank | 300 | $12.0K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 285 | $11.4K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 244 | $9.74K | 0.00% | −1−0.4% | Reduced |
| TD Waterhouse Canada Inc. | 234 | $9.42K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 220 | $8.81K | 0.00% | −1−0.5% | Reduced |
| South State Corp. | 201 | $8.02K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $7.98K | 0.00% | +200 | New |
| Roffman Miller Associates Inc | 191 | $7.62K | 0.00% | +191 | New |
| Godsey & Gibb Associates | 188 | $7.50K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 181 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 145 | $6.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 150 | $5.99K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 144 | $5.73K | 0.00% | +1+0.7% | Added |
| ICA Group Wealth Management, LLC | 125 | $4.99K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 113 | $4.51K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 110 | $4.40K | 0.00% | +1+0.9% | Added |
| Headlands Technologies LLC | 109 | $4.35K | 0.00% | +109 | New |
| Farmers & Merchants Investments Inc | 107 | $4.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $4.15K | 0.00% | −11−9.6% | Reduced |
| Versant Capital Management, Inc | 102 | $4.07K | 0.00% | −7−6.4% | Reduced |
| First Horizon Advisors, Inc. | 102 | $4.07K | 0.00% | +92+920.0% | Added |
| Lindbrook Capital, LLC | 75 | $2.99K | 0.00% | −165−68.8% | Reduced |
| Tradewinds Capital Management, LLC | 72 | $2.87K | 0.00% | +1+1.4% | Added |
| Glassman Wealth Services | 68 | $2.71K | 0.00% | −7−9.3% | Reduced |