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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, Q1 2021

Institutional positions in Essential Utilities, Inc. as of Mar 31, 2021. 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
598
No complete 13F data for Q4 2020
Shares held
172.8M
No complete 13F data for Q4 2020
Total value
$7.74B
No complete 13F data for Q4 2020

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 holdersQ1 2021: 598 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 heldQ1 2021: $7.74B
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, Q1 2021

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WTRG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Horizon Corp17$00.00%––
Larson Financial Group LLC11$00.00%––
Valley National Advisers Inc20$1.00K0.00%––
Transamerica Financial Advisors, Inc.13$1.00K0.02%––
National Pension Service21$1.00K0.00%––
Patriot Financial Group Insurance Agency, LLC18$1.00K0.00%––
Raffa Wealth Management, LLC31$1.39K0.00%––
Assetmark, Inc45$2.00K0.00%––
Glassman Wealth Services52$2.00K0.00%––
TCI Wealth Advisors, Inc.78$3.00K0.00%––
Tradewinds Capital Management, LLC68$3.00K0.00%––
Syverson Strege & Co66$3.00K0.00%––
McIlrath & Eck, LLC69$3.00K0.00%––
CX Institutional72$3.00K0.00%––
Retirement Group, LLC74$3.00K0.00%––
RWM Asset Management, LLC56$3.00K0.00%––
Harbor Investment Advisory, LLC93$4.00K0.00%––
Independence Bank of Kentucky100$4.00K0.00%––
Sandy Spring Bank106$5.00K0.00%––
Atlas Private Wealth Advisors105$5.00K0.00%––
Country Trust Bank124$6.00K0.00%––
Tarbox Family Office, Inc.136$6.00K0.00%––
Global Retirement Partners, LLC125$6.00K0.00%––
AdvisorNet Financial, Inc165$7.00K0.00%––
Earnest Partners LLC175$8.00K0.00%––
Lindbrook Capital, LLC188$8.00K0.00%––
Newbridge Financial Services Group, Inc.189$8.00K0.01%––
Atlas Capital Advisors LLC200$8.95K0.00%––
Regal Wealth Group, Inc.190$9.00K0.01%––
Versant Capital Management, Inc203$9.00K0.00%––
Bessemer Group Inc225$10.0K0.00%––
Covington Capital Management250$11.0K0.00%––
Gemmer Asset Management LLC244$11.0K0.00%––
Evoke Wealth, LLC243$11.0K0.00%––
Bedel Financial Consulting, Inc.268$12.0K0.00%––
Berman Capital Advisors, LLC309$13.0K0.00%––
CNB Bank300$13.0K0.01%––
Grandview Asset Management LLC296$13.0K0.01%––
JFS Wealth Advisors, LLC320$14.0K0.00%––
CWM, LLC332$15.0K0.00%––
Center for Financial Planning, Inc.332$15.0K0.00%––
Resources Management Corp357$16.0K0.00%––
International Assets Investment Management, LLC350$17.0K0.00%––
IFP Advisors, Inc391$18.0K0.00%––
Mascoma Wealth Management LLC399$18.0K0.01%––
Ellevest, Inc.418$19.0K0.00%––
Pinnacle Bancorp, Inc.423$19.0K0.01%––
Valeo Financial Advisors, LLC417$19.0K0.00%––
Disciplined Investments, LLC444$20.0K0.01%––
Brown Brothers Harriman & Co468$21.0K0.00%––
Ritter Daniher Financial Advisory, LLC500$22.0K0.02%––
Piscataqua Savings Bank500$22.0K0.02%––
Sutton Wealth Advisors Inc.504$22.6K0.01%––
Sage Private Wealth Group, LLC511$23.0K0.04%––
HC Financial Advisors Inc531$24.0K0.01%––
O'Shaughnessy Asset Management, LLC532$24.0K0.00%––
Creative Financial Designs Inc554$25.0K0.00%––
Prime Capital Investment Advisors, LLC558$25.0K0.00%––
HHM Wealth Advisors, LLC561$25.0K0.01%––
RMR Wealth Builders553$25.0K0.01%––
Fieldpoint Private Securities, LLC580$26.0K0.01%––
Essex Investment Management Co LLC593$27.0K0.00%––
FourThought Financial, LLC624$27.0K0.00%––
First PREMIER Bank650$29.0K0.01%––
SOA Wealth Advisors, LLC.651$29.0K0.01%––
Halpern Financial, Inc.658$29.4K0.01%––
First Command Bank666$30.0K0.01%––
First Command Financial Services, Inc.666$30.0K0.01%––
WealthShield Partners, LLC660$30.0K0.01%––
Princeton Global Asset Management LLC675$30.0K0.01%––
Proequities, Inc.698$31.0K0.00%––
Jones Financial Companies LLLP700$31.0K0.00%––
Northern Oak Wealth Management Inc696$31.0K0.00%––
Archer Investment Corp709$31.7K0.01%––
M&R Capital Management Inc748$33.0K0.01%––
Capital Analysts, LLC772$35.0K0.00%––
Pflug Koory, LLC814$36.0K0.02%––
Tobam835$37.0K0.00%––
NEXT Financial Group, Inc826$37.0K0.00%––
Fiduciary Planning LLC830$37.0K0.06%––
CBIZ Investment Advisory Services, LLC–$39.0K0.00%––
Corbenic Partners LLC914$41.0K0.01%––
Ade, LLC906$41.0K0.04%––
Sound Income Strategies, LLC1,050$47.0K0.01%––
Asset Dedication, LLC1,041$47.0K0.01%––
Liberty Wealth Management LLC1,000$47.0K0.02%––
Arrow Financial Corp1,082$48.0K0.01%––
Stonebridge Capital Advisors LLC1,075$48.0K0.01%––
Federation des caisses Desjardins du Quebec1,082$48.4K0.00%––
Lenox Wealth Advisors, LLC1,170$52.0K0.01%––
Meridian Wealth Partners, LLC1,154$52.0K0.02%––
Eudaimonia Partners, LLC1,154$52.0K0.01%––
Motco1,175$53.0K0.00%––
Tower View Investment Management & Research LLC1,189$53.0K0.03%––
Bartlett & Co. LLC1,231$55.0K0.00%––
Carolinas Wealth Consulting LLC1,221$55.0K0.01%––
Bartlett & Co. Wealth Management LLC1,231$55.1K0.00%––
South State Corp.1,250$56.0K0.01%––
Peoples Financial Services Corp.1,250$56.0K0.02%––
D'Orazio & Associates, Inc.1,250$56.0K0.02%––