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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 1,041 | $35.7K | 0.00% | −3,101−74.9% | Reduced |
| Motco | 969 | $33.3K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 900 | $30.9K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 891 | $30.6K | 0.01% | +891 | New |
| Proequities, Inc. | 832 | $28.6K | 0.00% | +5+0.6% | Added |
| Addison Advisors LLC | 813 | $27.9K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $27.5K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 753 | $25.9K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 750 | $25.7K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 732 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 718 | $24.6K | 0.00% | −55−7.1% | Reduced |
| Princeton Global Asset Management LLC | 705 | $24.2K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 666 | $22.9K | 0.00% | +666 | New |
| Halpern Financial, Inc. | 658 | $22.6K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 650 | $22.3K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $22.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 460 | $22.0K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 639 | $21.9K | 0.01% | +338+112.3% | Added |
| Cassady Schiller Wealth Management, LLC | 625 | $21.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 614 | $21.1K | 0.00% | +507+473.8% | Added |
| TD Waterhouse Canada Inc. | 634 | $20.9K | 0.00% | +400+170.9% | Added |
| Group One Trading, L.P. | 605 | $20.8K | 0.00% | −2,644−81.4% | Reduced |
| Leonteq Securities AG | 600 | $20.6K | 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 |
| HHM Wealth Advisors, LLC | 561 | $19.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 500 | $17.2K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 498 | $17.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 493 | $16.9K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 425 | $14.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 423 | $14.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 412 | $14.1K | 0.00% | +337+449.3% | Added |
| IFP Advisors, Inc | 412 | $14.1K | 0.00% | −451−52.3% | Reduced |
| City State Bank | 380 | $13.0K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 377 | $12.9K | 0.02% | +377 | New |
| Robbins Farley LLC | 375 | $12.9K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 375 | $12.9K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 369 | $12.7K | 0.00% | +359+3,590.0% | Added |
| JFS Wealth Advisors, LLC | 357 | $12.3K | 0.00% | −81−18.5% | Reduced |
| Concord Wealth Partners | 338 | $11.6K | 0.00% | +3+0.9% | Added |
| New Millennium Group LLC | 329 | $11.3K | 0.01% | +2+0.6% | Added |
| Covestor Ltd | 312 | $11.0K | 0.01% | −48−13.3% | Reduced |
| Itau Unibanco Holding S.A. | 304 | $10.4K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 300 | $10.3K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 300 | $10.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 269 | $9.23K | 0.00% | +25+10.2% | Added |
| Tradition Wealth Management, LLC | 276 | $9.00K | 0.00% | +276 | New |
| NVWM, LLC | 221 | $7.58K | 0.00% | +1+0.5% | Added |
| Creative Financial Designs Inc | 220 | $7.56K | 0.00% | −120−35.3% | Reduced |
| South State Corp. | 201 | $6.90K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $6.87K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 188 | $6.46K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 181 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 167 | $5.73K | 0.00% | +63+60.6% | Added |
| New England Capital Financial Advisors LLC | 166 | $5.70K | 0.00% | +166 | New |
| Glassman Wealth Services | 158 | $5.42K | 0.00% | +90+132.4% | Added |
| West Tower Group, LLC | 157 | $5.39K | 0.00% | +157 | New |
| Maryland Capital Advisors Inc. | 150 | $5.15K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 145 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 113 | $3.88K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 106 | $3.64K | 0.00% | +56+112.0% | Added |
| Versant Capital Management, Inc | 102 | $3.50K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 101 | $3.47K | 0.00% | −503−83.3% | Reduced |
| Hexagon Capital Partners LLC | 88 | $3.02K | 0.00% | +49+125.6% | Added |
| Tradewinds Capital Management, LLC | 72 | $2.49K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 72 | $2.47K | 0.00% | +56+350.0% | Added |
| Farther Finance Advisors, LLC | 72 | $2.47K | 0.00% | +53+278.9% | Added |
| Venturi Wealth Management, LLC | 70 | $2.41K | 0.00% | +10+16.7% | Added |
| Sutton Wealth Advisors Inc. | 59 | $2.02K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 71 | $2.00K | 0.00% | +43+153.6% | Added |
| CGC Financial Services, LLC | 42 | $1.43K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $1.06K | 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 |
| Newbridge Financial Services Group, Inc. | 26 | $893 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 21 | $721 | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 18 | $618 | 0.00% | −5−21.7% | Reduced |
| True Wealth Design, LLC | 6 | $206 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5 | $171 | 0.00% | −97−95.1% | Reduced |
| Cedar Mountain Advisors, LLC | 4 | $152 | 0.00% | +1+33.3% | Added |
| Sofos Investments, Inc. | 0 | $14 | 0.00% | −40−100.0% | Reduced |
| Steward Financial Group LLC | 12 | $0 | 0.00% | +12 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −200,971−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −90,978−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −90,584−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −74,804−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −68,700−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −44,260−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −32,841−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −31,339−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −30,351−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −26,965−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −25,515−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −21,567−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −20,973−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −17,734−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −16,957−100.0% | Sold out |