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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
Bayesian Capital Management, LP0$00.00%−12,800−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−11,533−100.0%Sold out
Mackenzie Financial Corp0$00.00%−11,102−100.0%Sold out
Stony Point Wealth Management Inc.0$00.00%−10,533−100.0%Sold out
Quantamental Technologies LLC0$00.00%−9,530−100.0%Sold out
First Republic Investment Management, Inc.0$00.00%−8,836−100.0%Sold out
Twin Tree Management, LP0$00.00%−7,754−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−7,591−100.0%Sold out
Veritable, L.P.0$00.00%−7,541−100.0%Sold out
Virtu Financial LLC0$00.00%−7,468−100.0%Sold out
Segall Bryant & Hamill, LLC0$00.00%−7,421−100.0%Sold out
CCG Wealth Management, LLC0$00.00%−7,034−100.0%Sold out
Commerce Bank0$00.00%−6,921−100.0%Sold out
Daymark Wealth Partners, LLC0$00.00%−6,418−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−6,260−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−6,106−100.0%Sold out
StoneX Group Inc.0$00.00%−6,033−100.0%Sold out
Corton Capital Inc.0$00.00%−6,028−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−5,964−100.0%Sold out
Cordatus Wealth Management LLC0$00.00%−5,921−100.0%Sold out
Vinva Investment Management Ltd0$00.00%−5,860−100.0%Sold out
Dorsey & Whitney Trust CO LLC0$00.00%−5,754−100.0%Sold out
Advisor Partners II, LLC0$00.00%−5,673−100.0%Sold out
Capital CS Group, LLC0$00.00%−5,671−100.0%Sold out
Lowe Brockenbrough & Co Inc0$00.00%−5,650−100.0%Sold out
Buckingham Strategic Wealth, LLC0$00.00%−5,552−100.0%Sold out
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors0$00.00%−5,535−100.0%Sold out
B. Metzler seel. Sohn & Co. AG0$00.00%−5,449−100.0%Sold out
Davis R M Inc0$00.00%−5,433−100.0%Sold out
Glenview Trust Co0$00.00%−5,392−100.0%Sold out
Ergoteles LLC0$00.00%−5,376−100.0%Sold out
Chevy Chase Trust Holdings, Inc.0$00.00%−5,300−100.0%Sold out
Alberta Investment Management Corp0$00.00%−5,300−100.0%Sold out
Univest Financial Corp0$00.00%−5,179−100.0%Sold out
Joel Isaacson & Co., LLC0$00.00%−5,025−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−1,679−100.0%Sold out
Quarry LP0$00.00%−909−100.0%Sold out
CoreCommodity Management, LLC0$00.00%−598−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−570−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−515−100.0%Sold out
Ritter Daniher Financial Advisory LLC0$00.00%−500−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−491−100.0%Sold out
Disciplined Investments, LLC0$00.00%−472−100.0%Sold out
Bradley & Co. Private Wealth Management, LLC0$00.00%−424−100.0%Sold out
Riverview Trust Co0$00.00%−325−100.0%Sold out
Roffman Miller Associates Inc0$00.00%−191−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−125−100.0%Sold out
Stone House Investment Management, LLC0$00.00%−110−100.0%Sold out
Headlands Technologies LLC0$00.00%−109−100.0%Sold out
Ridgewood Investments LLC0$00.00%−63−100.0%Sold out
Caldwell Sutter Capital, Inc.0$00.00%−50−100.0%Sold out
VitalStone Financial, LLC0$00.00%−27−100.0%Sold out
25 LLC0$00.00%−24−100.0%Sold out
Pinnacle Financial Partners Inc0$00.00%−12−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−11−100.0%Sold out
Psagot Value Holdings Ltd. / (Israel)0$00.00%−4−100.0%Sold out
Pictet Asset Management SA––––Not filed
Kames Capital plc––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed
Financial Architects, Inc––––Not filed
Tiaa, FSB––––Not filed
Endurance Wealth Management, Inc.––––Not filed
First Capital Advisors Group, LLC.––––Not filed
First Command Bank––––Not filed
First Command Financial Services, Inc.––––Not filed
Piershale Financial Group, Inc.––––Not filed
Lansing Street Advisors––––Not filed