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, Q3 2023
Institutional positions in Essential Utilities, Inc. as of Sep 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
- 584
- −31 vs. Q2 2023
- Shares held
- 200.0M
- +14.9M (+8.0%) vs. Q2 2023
- Total value
- $6.85B
- −$537.4M (−7.3%) vs. Q2 2023
- New holders
- 41
- 220 more added
- Sold out
- 72
- 208 more reduced
11 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 12 | $0 | 0.00% | +12 | New |
| Sofos Investments, Inc. | 0 | $14 | 0.00% | −40−100.0% | Reduced |
| Cedar Mountain Advisors, LLC | 4 | $152 | 0.00% | +1+33.3% | Added |
| First Horizon Advisors, Inc. | 5 | $171 | 0.00% | −97−95.1% | Reduced |
| True Wealth Design, LLC | 6 | $206 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $618 | 0.00% | −5−21.7% | Reduced |
| Tucker Asset Management LLC | 21 | $721 | 0.00% | +21 | New |
| Newbridge Financial Services Group, Inc. | 26 | $893 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $1.06K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 42 | $1.43K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 71 | $2.00K | 0.00% | +43+153.6% | Added |
| Sutton Wealth Advisors Inc. | 59 | $2.02K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 70 | $2.41K | 0.00% | +10+16.7% | Added |
| Farther Finance Advisors, LLC | 72 | $2.47K | 0.00% | +53+278.9% | Added |
| Parkside Financial Bank & Trust | 72 | $2.47K | 0.00% | +56+350.0% | Added |
| Tradewinds Capital Management, LLC | 72 | $2.49K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 88 | $3.02K | 0.00% | +49+125.6% | Added |
| Massmutual Trust Co FSB | 101 | $3.47K | 0.00% | −503−83.3% | Reduced |
| Versant Capital Management, Inc | 102 | $3.50K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 106 | $3.64K | 0.00% | +56+112.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 113 | $3.88K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 145 | $5.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 150 | $5.15K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 157 | $5.39K | 0.00% | +157 | New |
| Glassman Wealth Services | 158 | $5.42K | 0.00% | +90+132.4% | Added |
| New England Capital Financial Advisors LLC | 166 | $5.70K | 0.00% | +166 | New |
| Bell Investment Advisors, Inc | 167 | $5.73K | 0.00% | +63+60.6% | Added |
| Thompson Siegel & Walmsley LLC | 181 | $6.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 188 | $6.46K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $6.87K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 201 | $6.90K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 220 | $7.56K | 0.00% | −120−35.3% | Reduced |
| NVWM, LLC | 221 | $7.58K | 0.00% | +1+0.5% | Added |
| Tradition Wealth Management, LLC | 276 | $9.00K | 0.00% | +276 | New |
| Baker Avenue Asset Management, LP | 269 | $9.23K | 0.00% | +25+10.2% | Added |
| Financial Connections Group, Inc. | 300 | $10.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 300 | $10.3K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 304 | $10.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 312 | $11.0K | 0.01% | −48−13.3% | Reduced |
| New Millennium Group LLC | 329 | $11.3K | 0.01% | +2+0.6% | Added |
| Concord Wealth Partners | 338 | $11.6K | 0.00% | +3+0.9% | Added |
| JFS Wealth Advisors, LLC | 357 | $12.3K | 0.00% | −81−18.5% | Reduced |
| EverSource Wealth Advisors, LLC | 369 | $12.7K | 0.00% | +359+3,590.0% | Added |
| Norwood Financial Corp | 375 | $12.9K | 0.02% | 00.0% | Unchanged |
| Robbins Farley LLC | 375 | $12.9K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 377 | $12.9K | 0.02% | +377 | New |
| City State Bank | 380 | $13.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 412 | $14.1K | 0.00% | −451−52.3% | Reduced |
| Lindbrook Capital, LLC | 412 | $14.1K | 0.00% | +337+449.3% | Added |
| Pinnacle Bancorp, Inc. | 423 | $14.5K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 425 | $14.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 493 | $16.9K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 498 | $17.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 500 | $17.2K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 561 | $19.3K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 566 | $19.4K | 0.00% | +566 | New |
| Catalyst Capital Advisors LLC | 566 | $19.4K | 0.00% | +566 | New |
| Leonteq Securities AG | 600 | $20.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 605 | $20.8K | 0.00% | −2,644−81.4% | Reduced |
| TD Waterhouse Canada Inc. | 634 | $20.9K | 0.00% | +400+170.9% | Added |
| Farmers & Merchants Investments Inc | 614 | $21.1K | 0.00% | +507+473.8% | Added |
| Cassady Schiller Wealth Management, LLC | 625 | $21.5K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 639 | $21.9K | 0.01% | +338+112.3% | Added |
| Coppell Advisory Solutions LLC | 460 | $22.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $22.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 650 | $22.3K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 658 | $22.6K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 666 | $22.9K | 0.00% | +666 | New |
| Princeton Global Asset Management LLC | 705 | $24.2K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 718 | $24.6K | 0.00% | −55−7.1% | Reduced |
| Capital Advisors, Ltd. LLC | 732 | $25.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 750 | $25.7K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 753 | $25.9K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $27.5K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 813 | $27.9K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 832 | $28.6K | 0.00% | +5+0.6% | Added |
| PSI Advisors, LLC | 891 | $30.6K | 0.01% | +891 | New |
| Chelsea Counsel Co | 900 | $30.9K | 0.02% | 00.0% | Unchanged |
| Motco | 969 | $33.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,041 | $35.7K | 0.00% | −3,101−74.9% | Reduced |
| Quent Capital, LLC | 1,042 | $35.8K | 0.01% | +634+155.4% | Added |
| GWM Advisors LLC | 1,045 | $35.9K | 0.00% | −111−9.6% | Reduced |
| Asset Dedication, LLC | 1,041 | $36.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 1,050 | $36.0K | 0.01% | +750+250.0% | Added |
| Arrow Financial Corp | 1,082 | $37.1K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,125 | $38.6K | 0.03% | +1,125 | New |
| Carolinas Wealth Consulting LLC | 1,166 | $39.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,033 | $41.0K | 0.00% | +23+2.3% | Added |
| Larson Financial Group LLC | 1,200 | $41.2K | 0.00% | +1,200 | New |
| Peoples Financial Services Corp. | 1,250 | $42.9K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,260 | $43.3K | 0.00% | −462−26.8% | Reduced |
| Colonial Trust Co | 1,345 | $46.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,468 | $50.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,500 | $51.5K | 0.02% | −1,635−52.2% | Reduced |
| Old Second National Bank of Aurora | 1,600 | $54.9K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,600 | $54.9K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 1,657 | $56.9K | 0.04% | 00.0% | Unchanged |