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 |
|---|---|---|---|---|---|
| RTD Financial Advisors, Inc. | 7,103 | $243.8K | 0.04% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6,987 | $239.9K | 0.06% | +6,987 | New |
| Signaturefd, LLC | 6,967 | $239.2K | 0.01% | +4,405+171.9% | Added |
| Northstar Asset Management LLC | 6,835 | $234.6K | 0.07% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 6,778 | $232.7K | 0.13% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 6,770 | $232.4K | 0.03% | +52+0.8% | Added |
| EP Wealth Advisors, LLC | 6,735 | $231.2K | 0.00% | −21,984−76.5% | Reduced |
| Oppenheimer & Co Inc | 6,718 | $230.6K | 0.00% | 00.0% | Unchanged |
| Dearborn Partners LLC | 6,565 | $225.4K | 0.01% | +15+0.2% | Added |
| Profund Advisors LLC | 6,555 | $225.0K | 0.01% | −990−13.1% | Reduced |
| Providence Wealth Advisors, LLC | 6,835 | $224.6K | 0.25% | 00.0% | Unchanged |
| Natixis Investment Managers International | 6,522 | $223.9K | 0.02% | −423−6.1% | Reduced |
| Gitterman Wealth Management, LLC | 6,441 | $221.2K | 0.10% | +6,441 | New |
| Nations Financial Group Inc, | 6,409 | $220.0K | 0.02% | +937+17.1% | Added |
| Wade G W & Inc | 6,400 | $220.0K | 0.01% | +6,400 | New |
| Huntington National Bank | 6,398 | $219.6K | 0.00% | −501−7.3% | Reduced |
| Anchor Investment Management, LLC | 6,367 | $218.6K | 0.03% | +25+0.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,350 | $218.0K | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 6,286 | $215.8K | 0.01% | +6,286 | New |
| Girard Partners Ltd. | 6,284 | $215.7K | 0.02% | +55+0.9% | Added |
| MidWestOne Financial Group, Inc. | 6,250 | $214.6K | 0.05% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,250 | $214.6K | 0.06% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 6,232 | $213.9K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,222 | $213.6K | 0.04% | +54+0.9% | Added |
| Wetherby Asset Management Inc | 6,193 | $212.6K | 0.01% | +388+6.7% | Added |
| Tower Wealth Partners, Inc. | 6,171 | $211.8K | 0.17% | −1,569−20.3% | Reduced |
| Fort Washington Investment Advisors Inc | 6,119 | $210.1K | 0.00% | −2,550−29.4% | Reduced |
| Charter Trust Co | 6,067 | $208.3K | 0.02% | +585+10.7% | Added |
| Kingfisher Capital LLC | 6,066 | $208.0K | 0.06% | +49+0.8% | Added |
| Alan B. Lancz & Associates, Inc. | 5,934 | $203.7K | 0.23% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 5,930 | $203.6K | 0.18% | 00.0% | Unchanged |
| Stillwater Capital Advisors, LLC | 5,879 | $201.8K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 5,735 | $196.9K | 0.03% | −17−0.3% | Reduced |
| Blume Capital Management, Inc. | 5,355 | $183.8K | 0.05% | 00.0% | Unchanged |
| Headinvest, LLC | 5,362 | $176.6K | 0.04% | +5,362 | New |
| Northwestern Mutual Wealth Management Co | 5,057 | $173.6K | 0.00% | −991−16.4% | Reduced |
| Quadrant Capital Group LLC | 4,926 | $169.1K | 0.02% | +1,036+26.6% | Added |
| Cary Street Partner Investment Advisory LLC | 4,875 | $167.4K | 0.01% | +4,563+1,462.5% | Added |
| Centaurus Financial, Inc. | 4,841 | $166.0K | 0.01% | +3+0.1% | Added |
| Manchester Capital Management LLC | 4,647 | $159.5K | 0.02% | −9,152−66.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,556 | $156.4K | 0.00% | −715−13.6% | Reduced |
| Tower Research Capital LLC (TRC) | 4,307 | $147.9K | 0.00% | −12,567−74.5% | Reduced |
| CWM, LLC | 3,856 | $132.0K | 0.00% | +933+31.9% | Added |
| Sound Income Strategies, LLC | 3,698 | $127.0K | 0.01% | −1,048−22.1% | Reduced |
| Sunbelt Securities, Inc. | 3,614 | $124.1K | 0.02% | −202−5.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 3,426 | $117.6K | 0.03% | −18,924−84.7% | Reduced |
| Tompkins Financial Corp | 3,419 | $117.4K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,341 | $115.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 3,297 | $113.2K | 0.01% | +3,297 | New |
| Global Retirement Partners, LLC | 3,423 | $112.9K | 0.01% | −167−4.7% | Reduced |
| Hanson & Doremus Investment Management | 3,142 | $108.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 3,075 | $105.6K | 0.00% | −312−9.2% | Reduced |
| Trust Co of Vermont | 3,020 | $103.7K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,977 | $102.0K | 0.08% | +116+4.1% | Added |
| Washington Trust Co | 2,930 | $100.6K | 0.00% | −2,140−42.2% | Reduced |
| SOA Wealth Advisors, LLC. | 2,882 | $98.9K | 0.02% | −1,588−35.5% | Reduced |
| Bank of New Hampshire | 2,875 | $98.7K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,552 | $88.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,531 | $87.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,531 | $86.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,528 | $86.8K | 0.02% | +9+0.4% | Added |
| Harbour Investments, Inc. | 2,508 | $86.1K | 0.00% | +102+4.2% | Added |
| Citizens National Bank Trust Department | 2,450 | $84.1K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,458 | $84.0K | 0.06% | −208−7.8% | Reduced |
| Gradient Investments LLC | 2,436 | $83.6K | 0.00% | −259−9.6% | Reduced |
| Kempen Capital Management N.V. | 2,424 | $83.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,286 | $78.5K | 0.00% | −417−15.4% | Reduced |
| Kepos Capital LP | 2,275 | $78.0K | 0.01% | −1,213−34.8% | Reduced |
| Archer Investment Corp | 2,250 | $77.2K | 0.03% | +111+5.2% | Added |
| Allworth Financial LP | 2,229 | $76.5K | 0.00% | +85+4.0% | Added |
| Truvestments Capital LLC | 2,148 | $73.7K | 0.04% | +18+0.8% | Added |
| V-Square Quantitative Management LLC | 2,096 | $72.0K | 0.03% | +182+9.5% | Added |
| Umb Bank N A | 2,087 | $71.6K | 0.00% | +66+3.3% | Added |
| Rosenberg Matthew Hamilton | 2,080 | $71.4K | 0.02% | +500+31.6% | Added |
| Colonial Trust Advisors | 2,042 | $70.1K | 0.01% | −350−14.6% | Reduced |
| Ci Investments Inc. | 2,015 | $69.0K | 0.00% | +18+0.9% | Added |
| Fifth Third Bancorp | 1,958 | $67.2K | 0.00% | +869+79.8% | Added |
| Geneos Wealth Management Inc. | 1,866 | $64.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,854 | $63.7K | 0.00% | +63+3.5% | Added |
| Stonebridge Capital Advisors LLC | 1,819 | $62.4K | 0.01% | −143−7.3% | Reduced |
| Baystate Wealth Management LLC | 1,805 | $62.0K | 0.01% | +10+0.6% | Added |
| UniSuper Management Pty Ltd | 1,800 | $61.8K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $58.2K | 0.03% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 1,657 | $56.9K | 0.04% | 00.0% | Unchanged |
| 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 |
| Atlantic Trust, LLC | 1,500 | $51.5K | 0.02% | −1,635−52.2% | Reduced |
| Brown Brothers Harriman & Co | 1,468 | $50.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,345 | $46.2K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,260 | $43.3K | 0.00% | −462−26.8% | Reduced |
| Peoples Financial Services Corp. | 1,250 | $42.9K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,200 | $41.2K | 0.00% | +1,200 | New |
| Ronald Blue Trust, Inc. | 1,033 | $41.0K | 0.00% | +23+2.3% | Added |
| Carolinas Wealth Consulting LLC | 1,166 | $39.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,125 | $38.6K | 0.03% | +1,125 | New |
| Arrow Financial Corp | 1,082 | $37.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| GWM Advisors LLC | 1,045 | $35.9K | 0.00% | −111−9.6% | Reduced |
| Quent Capital, LLC | 1,042 | $35.8K | 0.01% | +634+155.4% | Added |