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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
Geneos Wealth Management Inc.6,236$293.0K0.01%––
Birch Hill Investment Advisors LLC6,666$298.0K0.02%––
Capital CS Group, LLC6,673$299.0K0.29%––
American Century Companies Inc6,710$300.0K0.00%––
Eagle Ridge Investment Management6,701$300.0K0.04%––
Commerce Bank6,843$306.0K0.00%––
Providence Wealth Advisors, LLC6,835$306.0K0.22%––
Oppenheimer & Co Inc6,891$308.0K0.01%––
Spire Wealth Management6,896$309.0K0.01%––
Segall Bryant & Hamill, LLC6,966$311.0K0.00%––
AXA S.A.7,000$313.0K0.00%––
Dorsey & Whitney Trust CO LLC6,995$313.0K0.03%––
Bokf, NA7,040$315.0K0.01%––
Athanor Capital, LP7,070$316.0K0.01%––
StoneX Group Inc.7,164$321.0K0.06%––
B. Metzler seel. Sohn & Co. Holding AG7,199$322.0K0.01%––
Johnson Investment Counsel Inc7,229$324.0K0.00%––
First Republic Investment Management, Inc.7,237$324.0K0.00%––
Old National Bancorp7,313$328.0K0.01%––
Coho Partners, Ltd.7,340$328.0K0.01%––
Kingfisher Capital LLC7,332$328.0K0.09%––
Fulton Bank, N.A.7,369$330.0K0.02%––
Sciencast Management LP7,306$331.0K0.07%––
Anchor Investment Management, LLC7,421$332.1K0.05%––
Murphy Capital Management Inc7,462$333.0K0.04%––
Northstar Asset Management LLC7,485$335.0K0.10%––
Marshall Wace North America L.P.7,529$337.0K0.00%––
Y-Intercept (Hong Kong) Ltd7,699$340.0K0.09%––
Marcum Wealth, LLC7,627$341.0K0.06%––
IBM Retirement Fund7,686$344.0K0.02%––
Affiance Financial, LLC7,784$348.0K0.16%––
Buckingham Strategic Wealth, LLC7,843$351.0K0.02%––
Chevy Chase Trust Holdings, Inc.8,000$358.0K0.00%––
Community Bank, N.A.8,005$358.0K0.04%––
Cigna Investments Inc8,037$359.0K0.02%––
Gamble Jones Investment Counsel8,168$366.0K0.02%––
Stratos Wealth Advisors, LLC8,194$367.0K0.04%––
O'Brien Wealth Partners LLC8,136$369.0K0.12%––
Barrett Asset Management, LLC8,424$377.0K0.02%––
HBK Sorce Advisory LLC8,463$379.0K0.02%––
Occudo Quantitative Strategies LP8,467$379.0K0.08%––
World Asset Management Inc8,196$386.0K0.03%––
Lehman & Derafelo Financial Resources LLC8,699$389.0K0.11%––
Vestcor Inc8,716$390.0K0.01%––
LS Investment Advisors, LLC8,738$391.0K0.02%––
Bridge Creek Capital Management LLC8,815$394.0K0.15%––
Avantax Advisory Services, Inc.8,884$396.0K0.01%––
Raymond James Trust N.A.8,905$398.0K0.01%––
Pathstone Family Office, LLC8,936$400.0K0.01%––
Nordea Investment Management AB9,044$401.0K0.00%––
Foundations Investment Advisors, LLC8,916$407.0K0.02%––
Rowland & Co Investment Counsel9,110$407.7K0.11%––
Levy Wealth Management Group, LLC9,244$414.0K0.27%––
CIBC Asset Management Inc9,281$415.0K0.00%––
TrinityPoint Wealth, LLC9,301$416.0K0.10%––
Kestra Advisory Services, LLC9,453$423.0K0.01%––
Pinnacle Associates Ltd9,487$425.0K0.01%––
Cannell Peter B & Co Inc9,525$426.0K0.01%––
Cypress Capital Management LLC9,559$428.0K0.06%––
Diversified, LLC9,649$432.0K0.33%––
Leonteq Securities AG9,723$435.1K0.03%––
Tower Wealth Partners, Inc.9,737$436.0K0.56%––
Mackenzie Financial Corp9,764$437.0K0.00%––
Pratt Collard Advisory Partners LLC9,807$439.0K0.31%––
Ferguson Wellman Capital Management, Inc9,872$442.0K0.02%––
SeaCrest Wealth Management, LLC9,884$442.0K0.06%––
Captrust Financial Advisors9,897$443.0K0.00%––
Great Valley Advisor Group, Inc.9,948$445.0K0.04%––
Blume Capital Management, Inc.10,000$448.0K0.18%––
Mitsubishi UFJ Asset Management (UK) Ltd.10,000$448.0K0.20%––
Fort Washington Investment Advisors Inc10,069$451.0K0.00%––
Daiwa Securities Group Inc.10,278$460.0K0.00%––
Central Trust Co10,303$461.0K0.02%––
EagleClaw Capital Managment, LLC10,439$468.0K0.13%––
Keybank National Association10,645$476.0K0.00%––
Bank Julius Baer & Co. Ltd, Zurich10,700$479.0K0.00%––
Mid Atlantic Financial Management Inc10,768$482.0K0.04%––
Aaron Wealth Advisors10,776$482.0K0.18%––
Hoover Financial Advisors, Inc.10,453$488.0K0.09%––
Sumitomo Mitsui DS Asset Management Company, Ltd11,493$514.0K0.01%––
Ethic Inc.11,490$514.0K0.09%––
First Pacific Financial11,677$523.0K0.33%––
Tower Research Capital LLC (TRC)11,728$524.0K0.01%––
Youngs Advisory Group, Inc.11,853$530.0K0.66%––
Good Life Advisors, LLC11,792$531.0K0.11%––
Summit Global Investments11,923$534.0K0.03%––
Natixis Investment Managers International11,985$536.0K0.04%––
Bridgefront Capital, LLC11,969$536.0K0.17%––
Pegasus Partners Ltd.12,126$543.0K0.12%––
Neuberger Berman Group LLC12,345$552.0K0.00%––
Sigma Planning Corp12,457$557.0K0.02%––
Institute for Wealth Management, LLC.12,540$561.0K0.11%––
Shelton Capital Management12,576$563.0K0.02%––
Moors & Cabot, Inc.12,602$563.0K0.04%––
Virtue Capital Management, LLC12,936$579.0K0.14%––
Sound Financial Strategies Group, LLC13,119$587.0K0.30%––
Grantham, Mayo, Van Otterloo & Co. LLC13,416$600.0K0.00%––
BI Asset Management Fondsmaeglerselskab A/S13,476$603.0K0.02%––
Echo Street Capital Management LLC13,709$613.0K0.01%––
Inverness Counsel LLC13,775$616.0K0.03%––