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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, 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.

Institutional holdersQ3 2023: 584 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 heldQ3 2023: $6.85B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q2 2023.

Institutions holding WTRG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Jackson, Grant Investment Advisers, Inc.1,695$58.2K0.03%00.0%Unchanged
UniSuper Management Pty Ltd1,800$61.8K0.00%00.0%Unchanged
Baystate Wealth Management LLC1,805$62.0K0.01%+10+0.6%Added
Stonebridge Capital Advisors LLC1,819$62.4K0.01%−143−7.3%Reduced
Parallel Advisors, LLC1,854$63.7K0.00%+63+3.5%Added
Geneos Wealth Management Inc.1,866$64.1K0.00%00.0%Unchanged
Fifth Third Bancorp1,958$67.2K0.00%+869+79.8%Added
Ci Investments Inc.2,015$69.0K0.00%+18+0.9%Added
Colonial Trust Advisors2,042$70.1K0.01%−350−14.6%Reduced
Rosenberg Matthew Hamilton2,080$71.4K0.02%+500+31.6%Added
Umb Bank N A2,087$71.6K0.00%+66+3.3%Added
V-Square Quantitative Management LLC2,096$72.0K0.03%+182+9.5%Added
Truvestments Capital LLC2,148$73.7K0.04%+18+0.8%Added
Allworth Financial LP2,229$76.5K0.00%+85+4.0%Added
Archer Investment Corp2,250$77.2K0.03%+111+5.2%Added
Kepos Capital LP2,275$78.0K0.01%−1,213−34.8%Reduced
TD Private Client Wealth LLC2,286$78.5K0.00%−417−15.4%Reduced
Kempen Capital Management N.V.2,424$83.2K0.00%00.0%Unchanged
Gradient Investments LLC2,436$83.6K0.00%−259−9.6%Reduced
Tower View Investment Management & Research LLC2,458$84.0K0.06%−208−7.8%Reduced
Citizens National Bank Trust Department2,450$84.1K0.02%00.0%Unchanged
Harbour Investments, Inc.2,508$86.1K0.00%+102+4.2%Added
GPS Wealth Strategies Group, LLC2,528$86.8K0.02%+9+0.4%Added
Bartlett & Co. Wealth Management LLC2,531$86.9K0.00%00.0%Unchanged
Bartlett & Co. LLC2,531$87.0K0.00%00.0%Unchanged
Dividend Assets Capital, LLC2,552$88.0K0.02%00.0%Unchanged
Bank of New Hampshire2,875$98.7K0.03%00.0%Unchanged
SOA Wealth Advisors, LLC.2,882$98.9K0.02%−1,588−35.5%Reduced
Washington Trust Co2,930$100.6K0.00%−2,140−42.2%Reduced
Hazlett, Burt & Watson, Inc.2,977$102.0K0.08%+116+4.1%Added
Trust Co of Vermont3,020$103.7K0.01%00.0%Unchanged
Spire Wealth Management3,075$105.6K0.00%−312−9.2%Reduced
Hanson & Doremus Investment Management3,142$108.0K0.02%00.0%Unchanged
Global Retirement Partners, LLC3,423$112.9K0.01%−167−4.7%Reduced
Desjardins Global Asset Management Inc.3,297$113.2K0.01%+3,297New
Benjamin F. Edwards & Company, Inc.3,341$115.0K0.00%00.0%Unchanged
Tompkins Financial Corp3,419$117.4K0.02%00.0%Unchanged
Blue Bell Private Wealth Management, LLC3,426$117.6K0.03%−18,924−84.7%Reduced
Sunbelt Securities, Inc.3,614$124.1K0.02%−202−5.3%Reduced
Sound Income Strategies, LLC3,698$127.0K0.01%−1,048−22.1%Reduced
CWM, LLC3,856$132.0K0.00%+933+31.9%Added
Tower Research Capital LLC (TRC)4,307$147.9K0.00%−12,567−74.5%Reduced
Federation des caisses Desjardins du Quebec4,556$156.4K0.00%−715−13.6%Reduced
Manchester Capital Management LLC4,647$159.5K0.02%−9,152−66.3%Reduced
Centaurus Financial, Inc.4,841$166.0K0.01%+3+0.1%Added
Cary Street Partner Investment Advisory LLC4,875$167.4K0.01%+4,563+1,462.5%Added
Quadrant Capital Group LLC4,926$169.1K0.02%+1,036+26.6%Added
Northwestern Mutual Wealth Management Co5,057$173.6K0.00%−991−16.4%Reduced
Headinvest, LLC5,362$176.6K0.04%+5,362New
Blume Capital Management, Inc.5,355$183.8K0.05%00.0%Unchanged
Private Trust Co NA5,735$196.9K0.03%−17−0.3%Reduced
Stillwater Capital Advisors, LLC5,879$201.8K0.04%00.0%Unchanged
Charter Research & Investment Group, Inc.5,930$203.6K0.18%00.0%Unchanged
Alan B. Lancz & Associates, Inc.5,934$203.7K0.23%00.0%Unchanged
Kingfisher Capital LLC6,066$208.0K0.06%+49+0.8%Added
Charter Trust Co6,067$208.3K0.02%+585+10.7%Added
Fort Washington Investment Advisors Inc6,119$210.1K0.00%−2,550−29.4%Reduced
Tower Wealth Partners, Inc.6,171$211.8K0.17%−1,569−20.3%Reduced
Wetherby Asset Management Inc6,193$212.6K0.01%+388+6.7%Added
XTX Topco Ltd6,222$213.6K0.04%+54+0.9%Added
Prio Wealth Limited Partnership6,232$213.9K0.01%00.0%Unchanged
MidWestOne Financial Group, Inc.6,250$214.6K0.05%00.0%Unchanged
Fulcrum Capital LLC6,250$214.6K0.06%00.0%Unchanged
Girard Partners Ltd.6,284$215.7K0.02%+55+0.9%Added
Fulton Bank, N.A.6,286$215.8K0.01%+6,286New
Obermeyer Wood Investment Counsel, LLLP6,350$218.0K0.02%00.0%Unchanged
Anchor Investment Management, LLC6,367$218.6K0.03%+25+0.4%Added
Huntington National Bank6,398$219.6K0.00%−501−7.3%Reduced
Wade G W & Inc6,400$220.0K0.01%+6,400New
Nations Financial Group Inc,6,409$220.0K0.02%+937+17.1%Added
Gitterman Wealth Management, LLC6,441$221.2K0.10%+6,441New
Natixis Investment Managers International6,522$223.9K0.02%−423−6.1%Reduced
Providence Wealth Advisors, LLC6,835$224.6K0.25%00.0%Unchanged
Profund Advisors LLC6,555$225.0K0.01%−990−13.1%Reduced
Dearborn Partners LLC6,565$225.4K0.01%+15+0.2%Added
Oppenheimer & Co Inc6,718$230.6K0.00%00.0%Unchanged
EP Wealth Advisors, LLC6,735$231.2K0.00%−21,984−76.5%Reduced
Charter Oak Capital Management, LLC6,770$232.4K0.03%+52+0.8%Added
Youngs Advisory Group, Inc.6,778$232.7K0.13%00.0%Unchanged
Northstar Asset Management LLC6,835$234.6K0.07%00.0%Unchanged
Signaturefd, LLC6,967$239.2K0.01%+4,405+171.9%Added
Longfellow Investment Management Co LLC6,987$239.9K0.06%+6,987New
RTD Financial Advisors, Inc.7,103$243.8K0.04%00.0%Unchanged
Banque Cantonale Vaudoise7,097$244.0K0.01%−1,991−21.9%Reduced
Beacon Pointe Advisors, LLC7,125$244.6K0.00%−311−4.2%Reduced
Argent Trust Co7,142$245.2K0.01%+500+7.5%Added
Captrust Financial Advisors7,367$252.9K0.00%+70+1.0%Added
CAPROCK Group, Inc.7,386$253.6K0.02%+1,859+33.6%Added
Paradigm Asset Management Co LLC7,400$254.0K0.07%00.0%Unchanged
Kennedy Investment Group7,431$255.1K0.15%+184+2.5%Added
Bank of Nova Scotia7,457$256.0K0.00%−5,459−42.3%Reduced
Cipher Capital LP7,478$256.7K0.18%−51,625−87.3%Reduced
Pinnacle Associates Ltd7,537$258.7K0.00%00.0%Unchanged
LaSalle St. Investment Advisors, LLC7,589$260.0K0.13%+5+0.1%Added
Armstrong Advisory Group, Inc7,739$265.7K0.03%00.0%Unchanged
Tokio Marine Asset Management Co Ltd7,847$269.4K0.02%+610+8.4%Added
Johnson Investment Counsel Inc7,865$270.0K0.00%+6+0.1%Added
Rockland Trust Co8,225$282.4K0.02%00.0%Unchanged
Mendel Money Management8,230$282.5K0.15%+2,500+43.6%Added
Birch Hill Investment Advisors LLC8,253$283.3K0.02%00.0%Unchanged