# ESSENTIAL UTILS INC (WTRG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WTRG/

- Reporting holders: 29
- Reported value: $12.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $4.1M | 103,740 | 0.4% | 27 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $1.9M | 48,485 | 0.4% | 27 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $1.3M | 32,558 | 0.2% | 7 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $971.5K | 24,790 | 0.4% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $730.6K | 18,642 | 0.0% | 16 |
| [Peoples Bank/KS](https://holderbook.com/funds/1998269-peoples-bank-ks/) | $507.6K | 12,952 | 0.5% | 13 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $377.6K | 9,800 | 0.0% | 15 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $362.0K | 9,238 | 0.0% | 20 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $348.1K | 8,882 | 0.0% | 9 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $330.6K | 8,436 | 0.0% | 12 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $312.2K | 7,967 | 0.0% | 26 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $312.0K | 8,058 | 0.0% | 2 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $303.8K | 7,751 | 0.0% | 16 |
| [Ledgewood Wealth Advisors, LLC](https://holderbook.com/funds/2064043-ledgewood-wealth-advisors-llc/) | $204.0K | 5,206 | 0.1% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $167.2K | 4,265 | 0.0% | 11 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $72.0K | 1,836 | 0.0% | 27 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $52.5K | 1,340 | 0.0% | 9 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $42.5K | 1,100 | 0.0% | 9 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $41.3K | 1,055 | 0.0% | 7 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $37.1K | 947 | 0.0% | 7 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $35.9K | 917 | 0.0% | 19 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $31.4K | 802 | 0.0% | 20 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $23.9K | 609 | 0.0% | 10 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $14.7K | 375 | 0.0% | 19 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $4.5K | 116 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 29 | $12.5M |
| Q2 2026 | 705 | $9.3B |
| Q1 2026 | 694 | $8.9B |
| Q4 2025 | 698 | $8.7B |
| Q3 2025 | 680 | $9.3B |
| Q2 2025 | 683 | $8.2B |
| Q1 2025 | 679 | $8.8B |
| Q4 2024 | 622 | $7.9B |
| Q3 2024 | 630 | $8.1B |
| Q2 2024 | 603 | $8.0B |
| Q1 2024 | 593 | $8.2B |
| Q4 2023 | 625 | $7.8B |