Skip to main content

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
Quadrant Capital Group LLC1,279$57.0K0.01%––
Thompson Siegel & Walmsley LLC1,294$58.0K0.00%––
Signaturefd, LLC1,313$59.0K0.00%––
Allworth Financial LP1,314$59.0K0.00%––
Simplex Trading, LLC1,349$60.0K0.00%––
Endurance Wealth Management, Inc.1,500$67.0K0.01%––
Parallel Advisors, LLC1,535$69.0K0.00%––
Old Second National Bank of Aurora1,600$72.0K0.02%––
Brewin Dolphin Ltd1,660$74.3K0.00%––
Jackson, Grant Investment Advisers, Inc.1,695$76.0K0.03%––
Trust Co of Vermont1,875$84.0K0.01%––
Rosenberg Matthew Hamilton1,900$85.0K0.05%––
Baystate Wealth Management LLC1,944$87.0K0.01%––
Salem Investment Counselors Inc2,000$90.0K0.01%––
Fifth Third Bancorp2,196$98.0K0.00%––
IndexIQ Advisors LLC2,221$99.0K0.00%––
Private Capital Group, LLC2,242$100.0K0.02%––
Clearstead Advisors, LLC2,253$101.0K0.01%––
Livforsakringsbolaget Skandia, Omsesidigt2,300$103.0K0.01%––
NN Investment Partners Holdings N.V.2,300$103.0K0.00%––
Advisors Asset Management, Inc.2,436$109.0K0.00%––
GPS Wealth Strategies Group, LLC2,463$110.0K0.03%––
STRS Ohio2,633$117.0K0.00%––
Hudock, Inc.2,691$120.0K0.04%––
TD Private Client Wealth LLC2,714$121.5K0.01%––
Hanson & Doremus Investment Management2,830$127.0K0.03%––
Meeder Asset Management Inc2,907$130.0K0.01%––
American Portfolios Advisors3,072$137.5K0.01%––
Montag A & Associates Inc3,100$139.0K0.01%––
Delta Asset Management LLC3,300$148.0K0.01%––
Washington Trust Co3,330$149.0K0.00%––
Dividend Assets Capital, LLC3,364$151.0K0.03%––
Truvestments Capital LLC3,418$153.0K0.09%––
Carroll Financial Associates, Inc.3,480$155.0K0.01%––
Howe & Rusling Inc3,550$159.0K0.02%––
Kings Point Capital Management3,586$160.0K0.02%––
Stonebridge Financial Planning Group, LLC3,523$161.0K0.09%––
Tompkins Financial Corp3,625$162.0K0.03%––
Benjamin F. Edwards & Company, Inc.3,641$163.0K0.01%––
MUFG Americas Holdings Corp3,716$166.0K0.00%––
City Holding Co3,862$173.0K0.03%––
First Horizon Advisors, Inc.4,101$184.0K0.01%––
Ci Investments Inc.4,156$186.0K0.00%––
Lountzis Asset Management, LLC4,191$187.5K0.12%––
Harbour Investments, Inc.4,409$197.0K0.01%––
Huntington National Bank4,477$200.0K0.00%––
Howland Capital Management LLC4,595$206.0K0.01%––
Hartline Investment Corp4,690$210.0K0.03%––
Jupiter Asset Management Ltd4,707$211.0K0.00%––
Advisor Partners LLC4,790$214.0K0.02%––
Wesbanco Bank Inc4,857$217.0K0.01%––
Birch Capital Management, LLC4,870$218.0K0.16%––
Linscomb & Williams, Inc.4,898$219.0K0.01%––
1st Source Bank4,939$221.0K0.01%––
Dearborn Partners LLC4,961$222.0K0.01%––
Bluestein R H & Co5,000$224.0K0.01%––
Emerald Advisers, LLC5,010$224.0K0.01%––
Johnson Financial Group, Inc.5,000$224.0K0.02%––
Mainstay Capital Management LLC5,075$227.0K0.07%––
Ironwood Investment Counsel, LLC5,100$228.0K0.07%––
Centaurus Financial, Inc.5,160$231.0K0.02%––
Davenport & Co LLC5,224$234.0K0.00%––
Brown Miller Wealth Management, LLC5,243$235.0K0.17%––
Planning Directions Inc5,299$237.0K0.19%––
JustInvest LLC5,308$238.0K0.04%––
Glenview Trust Co5,392$241.0K0.01%––
MML Investors Services, LLC5,550$248.0K0.00%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,535$248.0K0.09%––
Univest Financial Corp5,636$252.0K0.07%––
Gofen & Glossberg LLC5,641$252.0K0.01%––
Veritable, L.P.5,653$253.0K0.00%––
Cape Cod Five Cents Savings Bank5,730$256.0K0.03%––
Umb Bank N A5,743$257.0K0.01%––
First Citizens Bank & Trust Co5,752$257.0K0.01%––
Joel Isaacson & Co., LLC5,758$258.0K0.02%––
Accel Wealth Management5,834$261.0K0.21%––
Blair William & Co5,887$263.0K0.00%––
Charter Research & Investment Group, Inc.5,930$265.0K0.23%––
Banque Cantonale Vaudoise5,970$266.0K0.01%––
Bigelow Investment Advisors, LLC6,014$269.0K0.14%––
Stratos Wealth Partners, LTD.6,036$270.0K0.01%––
Conestoga Capital Advisors, LLC6,087$272.0K0.00%––
Main Street Financial Solutions, LLC6,119$274.0K0.05%––
Charter Trust Co6,152$275.0K0.03%––
CAPROCK Group, Inc.6,164$276.0K0.03%––
Reilly Financial Advisors, LLC6,215$278.0K0.02%––
Northwestern Mutual Wealth Management Co6,227$279.0K0.00%––
MidWestOne Financial Group, Inc.6,250$280.0K0.07%––
Argent Trust Co6,250$280.0K0.02%––
Girard Partners Ltd.6,312$282.0K0.04%––
Prio Wealth Limited Partnership6,300$282.0K0.01%––
Lowe Brockenbrough & Co Inc6,350$284.0K0.03%––
Obermeyer Wood Investment Counsel, LLLP6,350$284.0K0.02%––
QS Investors, LLC6,340$284.0K0.00%––
Charter Oak Capital Management, LLC6,410$287.0K0.04%––
Meiji Yasuda Asset Management Co Ltd.6,440$288.0K0.02%––
Ellis Investment Partners, LLC6,442$288.0K0.08%––
Advisors Capital Management, LLC6,483$290.0K0.01%––
Wetherby Asset Management Inc6,554$293.0K0.02%––
Phoenix Holdings Ltd.6,636$293.0K0.01%––