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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 16,857 | $578.7K | 0.06% | +1,194+7.6% | Added |
| Ieq Capital, LLC | 16,768 | $575.7K | 0.01% | +47+0.3% | Added |
| Stock Yards Bank & Trust Co | 16,637 | $571.1K | 0.02% | −2,741−14.1% | Reduced |
| Cetera Investment Advisers | 16,585 | $569.4K | 0.00% | +1,281+8.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 16,559 | $568.5K | 0.00% | −1,859−10.1% | Reduced |
| Rowland & Co Investment Counsel | 16,500 | $566.4K | 0.14% | 00.0% | Unchanged |
| United Services Automobile Association | 16,256 | $558.1K | 0.01% | +1,375+9.2% | Added |
| Fiduciary Trust Co | 15,918 | $546.5K | 0.01% | −443−2.7% | Reduced |
| Northwest & Ethical Investments L.P. | 15,714 | $539.5K | 0.02% | −23,533−60.0% | Reduced |
| Loudon Investment Management, LLC | 15,463 | $530.8K | 0.37% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 15,037 | $516.1K | 0.02% | −10.0% | Reduced |
| Clean Yield Group | 14,950 | $511.7K | 0.23% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 14,591 | $500.9K | 0.16% | +47+0.3% | Added |
| CIBC Asset Management Inc | 14,485 | $497.3K | 0.00% | −820−5.4% | Reduced |
| Resurgent Financial Advisors LLC | 14,413 | $494.8K | 0.34% | 00.0% | Unchanged |
| Intech Investment Management LLC | 14,183 | $486.9K | 0.01% | −6,147−30.2% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $481.0K | 0.34% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 13,970 | $479.6K | 0.11% | −1,748−11.1% | Reduced |
| JustInvest LLC | 13,884 | $476.6K | 0.01% | +1,093+8.5% | Added |
| Spinnaker Trust | 13,815 | $474.3K | 0.04% | +861+6.6% | Added |
| Vontobel Holding Ltd. | 13,705 | $470.5K | 0.00% | +1,092+8.7% | Added |
| Quadrature Capital Ltd | 13,675 | $469.7K | 0.01% | +6,061+79.6% | Added |
| First Pacific Financial | 13,654 | $468.7K | 0.21% | −1,837−11.9% | Reduced |
| Graham Capital Management, L.P. | 13,519 | $464.1K | 0.01% | +6,299+87.2% | Added |
| ELCO Management Co., LLC | 13,474 | $462.6K | 0.33% | −13,124−49.3% | Reduced |
| Vestcor Inc | 13,379 | $459.0K | 0.02% | 00.0% | Unchanged |
| Wealth Effects LLC | 13,104 | $449.9K | 0.22% | +851+6.9% | Added |
| Tiaa Trust, National Association | 13,090 | $449.4K | 0.00% | +13,090 | New |
| Blossom Wealth Management | 12,889 | $442.5K | 1.42% | +295+2.3% | Added |
| Agf Management Ltd | 12,854 | $441.3K | 0.00% | +111+0.9% | Added |
| Illinois Municipal Retirement Fund | 12,828 | $440.0K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 12,800 | $439.4K | 0.10% | +2,550+24.9% | Added |
| Moors & Cabot, Inc. | 12,631 | $433.6K | 0.03% | +368+3.0% | Added |
| Philadelphia Trust Co | 12,395 | $426.0K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 12,379 | $425.0K | 0.00% | −1,663−11.8% | Reduced |
| American Century Companies Inc | 12,078 | $414.6K | 0.00% | +430+3.7% | Added |
| Metis Global Partners, LLC | 12,030 | $413.0K | 0.02% | +1,283+11.9% | Added |
| Diversified, LLC | 11,656 | $400.1K | 0.10% | +50.0% | Added |
| National Bank of Canada | 12,161 | $397.0K | 0.00% | −5,020−29.2% | Reduced |
| Institute for Wealth Management, LLC. | 11,175 | $383.6K | 0.07% | −115−1.0% | Reduced |
| O'Brien Greene & Co. Inc | 11,114 | $381.5K | 0.14% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 11,074 | $380.0K | 0.18% | +11,074 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 10,831 | $372.0K | 0.00% | +328+3.1% | Added |
| Welch & Forbes LLC | 10,820 | $371.5K | 0.01% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 10,771 | $369.8K | 0.07% | +10.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,656 | $365.8K | 0.18% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 10,563 | $362.6K | 0.01% | +126+1.2% | Added |
| Arrowstreet Capital, Limited Partnership | 10,537 | $362.0K | 0.00% | −33,807−76.2% | Reduced |
| RSM US Wealth Management LLC | 10,417 | $357.6K | 0.01% | +311+3.1% | Added |
| GSG Advisors LLC | 10,379 | $356.3K | 0.17% | +10,379 | New |
| J.W. Cole Advisors, Inc. | 10,321 | $354.3K | 0.03% | −11,802−53.3% | Reduced |
| Cullen Capital Management LLC | 10,318 | $354.2K | 0.00% | +5,054+96.0% | Added |
| Brookfield Asset Management Inc. | 10,250 | $351.9K | 0.00% | −1,900−15.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 10,205 | $350.3K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,114 | $347.2K | 0.01% | +161+1.6% | Added |
| Procyon Private Wealth Partners, LLC | 10,004 | $343.4K | 0.04% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 9,980 | $342.6K | 0.01% | +9,980 | New |
| Conestoga Capital Advisors, LLC | 9,937 | $341.1K | 0.01% | +2,600+35.4% | Added |
| Algert Global LLC | 9,918 | $340.5K | 0.02% | +1,373+16.1% | Added |
| Fulcrum Equity Management | 9,909 | $340.2K | 0.40% | +39+0.4% | Added |
| Pathstone Family Office, LLC | 9,825 | $337.3K | 0.00% | +4,552+86.3% | Added |
| Keybank National Association | 9,749 | $334.7K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 9,720 | $333.7K | 0.04% | +581+6.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,693 | $333.0K | 0.01% | −2,547−20.8% | Reduced |
| Perpetual Ltd | 9,688 | $332.6K | 0.00% | +9,688 | New |
| Advisors Capital Management, LLC | 9,618 | $330.0K | 0.01% | +3,141+48.5% | Added |
| Great Valley Advisor Group, Inc. | 9,438 | $324.2K | 0.01% | +28+0.3% | Added |
| Ossiam | 9,412 | $323.1K | 0.01% | +638+7.3% | Added |
| Cape Cod Five Cents Savings Bank | 9,412 | $323.1K | 0.02% | +9,412 | New |
| W.H. Cornerstone Investments Inc. | 9,370 | $322.0K | 0.28% | −2,014−17.7% | Reduced |
| Phoenix Holdings Ltd. | 9,330 | $319.2K | 0.01% | +1,055+12.7% | Added |
| HB Wealth Management, LLC | 9,206 | $316.0K | 0.01% | −664−6.7% | Reduced |
| Marcum Wealth, LLC | 9,096 | $312.3K | 0.04% | +17+0.2% | Added |
| Foundations Investment Advisors, LLC | 9,087 | $312.0K | 0.01% | +164+1.8% | Added |
| Cerity Partners LLC | 8,914 | $306.0K | 0.00% | −2,597−22.6% | Reduced |
| Sigma Planning Corp | 8,777 | $301.3K | 0.01% | +246+2.9% | Added |
| Raymond James Trust N.A. | 8,635 | $296.4K | 0.01% | −1,411−14.0% | Reduced |
| Central Trust Co | 8,539 | $293.1K | 0.01% | 00.0% | Unchanged |
| First Affirmative Financial Network | 8,472 | $290.8K | 0.28% | +756+9.8% | Added |
| Atria Wealth Solutions, Inc. | 8,413 | $288.8K | 0.00% | +177+2.1% | Added |
| Apella Capital, LLC | 8,358 | $286.9K | 0.02% | +39+0.5% | Added |
| EagleClaw Capital Managment, LLC | 8,302 | $285.0K | 0.06% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,285 | $284.4K | 0.01% | +541+7.0% | Added |
| Birch Hill Investment Advisors LLC | 8,253 | $283.3K | 0.02% | 00.0% | Unchanged |
| Mendel Money Management | 8,230 | $282.5K | 0.15% | +2,500+43.6% | Added |
| Rockland Trust Co | 8,225 | $282.4K | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,865 | $270.0K | 0.00% | +6+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 7,847 | $269.4K | 0.02% | +610+8.4% | Added |
| Armstrong Advisory Group, Inc | 7,739 | $265.7K | 0.03% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 7,589 | $260.0K | 0.13% | +5+0.1% | Added |
| Pinnacle Associates Ltd | 7,537 | $258.7K | 0.00% | 00.0% | Unchanged |
| Cipher Capital LP | 7,478 | $256.7K | 0.18% | −51,625−87.3% | Reduced |
| Bank of Nova Scotia | 7,457 | $256.0K | 0.00% | −5,459−42.3% | Reduced |
| Kennedy Investment Group | 7,431 | $255.1K | 0.15% | +184+2.5% | Added |
| Paradigm Asset Management Co LLC | 7,400 | $254.0K | 0.07% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 7,386 | $253.6K | 0.02% | +1,859+33.6% | Added |
| Captrust Financial Advisors | 7,367 | $252.9K | 0.00% | +70+1.0% | Added |
| Argent Trust Co | 7,142 | $245.2K | 0.01% | +500+7.5% | Added |
| Beacon Pointe Advisors, LLC | 7,125 | $244.6K | 0.00% | −311−4.2% | Reduced |
| Banque Cantonale Vaudoise | 7,097 | $244.0K | 0.01% | −1,991−21.9% | Reduced |