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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 8,285 | $284.4K | 0.01% | +541+7.0% | Added |
| EagleClaw Capital Managment, LLC | 8,302 | $285.0K | 0.06% | 00.0% | Unchanged |
| Apella Capital, LLC | 8,358 | $286.9K | 0.02% | +39+0.5% | Added |
| Atria Wealth Solutions, Inc. | 8,413 | $288.8K | 0.00% | +177+2.1% | Added |
| First Affirmative Financial Network | 8,472 | $290.8K | 0.28% | +756+9.8% | Added |
| Central Trust Co | 8,539 | $293.1K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 8,635 | $296.4K | 0.01% | −1,411−14.0% | Reduced |
| Sigma Planning Corp | 8,777 | $301.3K | 0.01% | +246+2.9% | Added |
| Cerity Partners LLC | 8,914 | $306.0K | 0.00% | −2,597−22.6% | Reduced |
| Foundations Investment Advisors, LLC | 9,087 | $312.0K | 0.01% | +164+1.8% | Added |
| Marcum Wealth, LLC | 9,096 | $312.3K | 0.04% | +17+0.2% | Added |
| HB Wealth Management, LLC | 9,206 | $316.0K | 0.01% | −664−6.7% | Reduced |
| Phoenix Holdings Ltd. | 9,330 | $319.2K | 0.01% | +1,055+12.7% | Added |
| W.H. Cornerstone Investments Inc. | 9,370 | $322.0K | 0.28% | −2,014−17.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,412 | $323.1K | 0.02% | +9,412 | New |
| Ossiam | 9,412 | $323.1K | 0.01% | +638+7.3% | Added |
| Great Valley Advisor Group, Inc. | 9,438 | $324.2K | 0.01% | +28+0.3% | Added |
| Advisors Capital Management, LLC | 9,618 | $330.0K | 0.01% | +3,141+48.5% | Added |
| Perpetual Ltd | 9,688 | $332.6K | 0.00% | +9,688 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 9,693 | $333.0K | 0.01% | −2,547−20.8% | Reduced |
| SeaCrest Wealth Management, LLC | 9,720 | $333.7K | 0.04% | +581+6.4% | Added |
| Keybank National Association | 9,749 | $334.7K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 9,825 | $337.3K | 0.00% | +4,552+86.3% | Added |
| Fulcrum Equity Management | 9,909 | $340.2K | 0.40% | +39+0.4% | Added |
| Algert Global LLC | 9,918 | $340.5K | 0.02% | +1,373+16.1% | Added |
| Conestoga Capital Advisors, LLC | 9,937 | $341.1K | 0.01% | +2,600+35.4% | Added |
| QRG Capital Management, Inc. | 9,980 | $342.6K | 0.01% | +9,980 | New |
| Procyon Private Wealth Partners, LLC | 10,004 | $343.4K | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,114 | $347.2K | 0.01% | +161+1.6% | Added |
| Ferguson Wellman Capital Management, Inc | 10,205 | $350.3K | 0.01% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 10,250 | $351.9K | 0.00% | −1,900−15.6% | Reduced |
| Cullen Capital Management LLC | 10,318 | $354.2K | 0.00% | +5,054+96.0% | Added |
| J.W. Cole Advisors, Inc. | 10,321 | $354.3K | 0.03% | −11,802−53.3% | Reduced |
| GSG Advisors LLC | 10,379 | $356.3K | 0.17% | +10,379 | New |
| RSM US Wealth Management LLC | 10,417 | $357.6K | 0.01% | +311+3.1% | Added |
| Arrowstreet Capital, Limited Partnership | 10,537 | $362.0K | 0.00% | −33,807−76.2% | Reduced |
| BKD Wealth Advisors, LLC | 10,563 | $362.6K | 0.01% | +126+1.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,656 | $365.8K | 0.18% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 10,771 | $369.8K | 0.07% | +10.0% | Added |
| Welch & Forbes LLC | 10,820 | $371.5K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 10,831 | $372.0K | 0.00% | +328+3.1% | Added |
| SS&H Financial Advisors, Inc. | 11,074 | $380.0K | 0.18% | +11,074 | New |
| O'Brien Greene & Co. Inc | 11,114 | $381.5K | 0.14% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 11,175 | $383.6K | 0.07% | −115−1.0% | Reduced |
| National Bank of Canada | 12,161 | $397.0K | 0.00% | −5,020−29.2% | Reduced |
| Diversified, LLC | 11,656 | $400.1K | 0.10% | +50.0% | Added |
| Metis Global Partners, LLC | 12,030 | $413.0K | 0.02% | +1,283+11.9% | Added |
| American Century Companies Inc | 12,078 | $414.6K | 0.00% | +430+3.7% | Added |
| Rockefeller Capital Management L.P. | 12,379 | $425.0K | 0.00% | −1,663−11.8% | Reduced |
| Philadelphia Trust Co | 12,395 | $426.0K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,631 | $433.6K | 0.03% | +368+3.0% | Added |
| Spirit of America Management Corp | 12,800 | $439.4K | 0.10% | +2,550+24.9% | Added |
| Illinois Municipal Retirement Fund | 12,828 | $440.0K | 0.01% | 00.0% | Unchanged |
| Agf Management Ltd | 12,854 | $441.3K | 0.00% | +111+0.9% | Added |
| Blossom Wealth Management | 12,889 | $442.5K | 1.42% | +295+2.3% | Added |
| Tiaa Trust, National Association | 13,090 | $449.4K | 0.00% | +13,090 | New |
| Wealth Effects LLC | 13,104 | $449.9K | 0.22% | +851+6.9% | Added |
| Vestcor Inc | 13,379 | $459.0K | 0.02% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 13,474 | $462.6K | 0.33% | −13,124−49.3% | Reduced |
| Graham Capital Management, L.P. | 13,519 | $464.1K | 0.01% | +6,299+87.2% | Added |
| First Pacific Financial | 13,654 | $468.7K | 0.21% | −1,837−11.9% | Reduced |
| Quadrature Capital Ltd | 13,675 | $469.7K | 0.01% | +6,061+79.6% | Added |
| Vontobel Holding Ltd. | 13,705 | $470.5K | 0.00% | +1,092+8.7% | Added |
| Spinnaker Trust | 13,815 | $474.3K | 0.04% | +861+6.6% | Added |
| JustInvest LLC | 13,884 | $476.6K | 0.01% | +1,093+8.5% | Added |
| Glen Eagle Advisors, LLC | 13,970 | $479.6K | 0.11% | −1,748−11.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $481.0K | 0.34% | 00.0% | Unchanged |
| Intech Investment Management LLC | 14,183 | $486.9K | 0.01% | −6,147−30.2% | Reduced |
| Resurgent Financial Advisors LLC | 14,413 | $494.8K | 0.34% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 14,485 | $497.3K | 0.00% | −820−5.4% | Reduced |
| Levy Wealth Management Group, LLC | 14,591 | $500.9K | 0.16% | +47+0.3% | Added |
| Clean Yield Group | 14,950 | $511.7K | 0.23% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 15,037 | $516.1K | 0.02% | −10.0% | Reduced |
| Loudon Investment Management, LLC | 15,463 | $530.8K | 0.37% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 15,714 | $539.5K | 0.02% | −23,533−60.0% | Reduced |
| Fiduciary Trust Co | 15,918 | $546.5K | 0.01% | −443−2.7% | Reduced |
| United Services Automobile Association | 16,256 | $558.1K | 0.01% | +1,375+9.2% | Added |
| Rowland & Co Investment Counsel | 16,500 | $566.4K | 0.14% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 16,559 | $568.5K | 0.00% | −1,859−10.1% | Reduced |
| Cetera Investment Advisers | 16,585 | $569.4K | 0.00% | +1,281+8.4% | Added |
| Stock Yards Bank & Trust Co | 16,637 | $571.1K | 0.02% | −2,741−14.1% | Reduced |
| Ieq Capital, LLC | 16,768 | $575.7K | 0.01% | +47+0.3% | Added |
| Belpointe Asset Management LLC | 16,857 | $578.7K | 0.06% | +1,194+7.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,972 | $582.6K | 0.01% | −163−1.0% | Reduced |
| Janus Henderson Group PLC | 17,120 | $587.9K | 0.00% | +5,677+49.6% | Added |
| Provenance Wealth Advisors, LLC | 17,225 | $591.3K | 0.10% | +17,225 | New |
| Smithfield Trust Co | 17,269 | $592.0K | 0.04% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 17,849 | $612.8K | 0.01% | −101,091−85.0% | Reduced |
| TD Asset Management Inc | 18,071 | $620.4K | 0.00% | −1,000−5.2% | Reduced |
| Liberty One Investment Management, LLC | 18,216 | $625.3K | 0.09% | +15+0.1% | Added |
| Shell Asset Management Co | 18,266 | $627.0K | 0.03% | −23−0.1% | Reduced |
| D.A. Davidson & Co. | 18,836 | $646.7K | 0.01% | −1,166−5.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,975 | $651.4K | 0.09% | −170−0.9% | Reduced |
| US Bancorp | 19,006 | $652.5K | 0.00% | −1,265−6.2% | Reduced |
| Wealthspire Advisors, LLC | 19,286 | $662.1K | 0.01% | −300−1.5% | Reduced |
| Walleye Capital LLC | 19,390 | $665.7K | 0.01% | −945−4.6% | Reduced |
| Teacher Retirement System of Texas | 19,454 | $668.0K | 0.00% | +470+2.5% | Added |
| Truist Financial Corp | 19,463 | $668.2K | 0.00% | +810+4.3% | Added |
| Ingalls & Snyder LLC | 19,522 | $670.0K | 0.03% | −1,300−6.2% | Reduced |
| Peoples Bank | 19,866 | $681.8K | 0.58% | +19,866 | New |