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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
Magnetar Financial LLC13,768$616.0K0.01%––
Cetera Advisor Networks LLC13,887$621.0K0.01%––
Welch & Forbes LLC14,187$635.0K0.01%––
Mirabella Financial Services LLP14,337$642.0K0.20%––
Key Financial Inc14,441$646.0K0.43%––
United Capital Financial Advisers, LLC14,604$654.0K0.00%––
Glen Eagle Advisors, LLC14,975$670.1K0.23%––
Whittier Trust Co of Nevada Inc14,995$671.0K0.03%––
Advisory Services Network, LLC15,119$677.0K0.03%––
Weld Capital Management LLC15,262$683.0K0.29%––
CoreCommodity Management, LLC15,647$700.0K0.29%––
Clean Yield Group15,726$704.0K0.29%––
Sowell Financial Services LLC15,225$705.0K0.02%––
Philadelphia Trust Co16,145$722.0K0.06%––
Natixis Advisors, L.P.16,209$725.0K0.00%––
O'Brien Greene & Co. Inc16,664$746.0K0.30%––
Kennedy Capital Management, Inc.16,801$752.0K0.02%––
Elo Mutual Pension Insurance Co16,810$752.0K0.03%––
Mitchell Sinkler & Starr16,934$758.0K0.73%––
Schroder Investment Management Group17,077$764.0K0.00%––
Cordasco Financial Network17,071$764.0K0.56%––
Maryland State Retirement & Pension System17,068$764.0K0.03%––
Susquehanna International Group, LLP17,589$787.0K0.00%––
Westpac Banking Corp17,600$787.6K0.01%––
Crossmark Global Holdings, Inc.17,750$794.0K0.02%––
Smithfield Trust Co17,901$801.0K0.06%––
Eaton Vance Management17,930$802.0K0.00%––
Taylor Hoffman Wealth Management17,945$803.0K0.37%––
Loudon Investment Management, LLC18,052$808.0K0.58%––
AE Wealth Management LLC18,474$827.0K0.01%––
Cubist Systematic Strategies, LLC18,743$839.0K0.01%––
Costello Asset Management, INC18,858$844.0K0.58%––
Standard Life Aberdeen plc19,175$859.0K0.00%––
Town & Country Bank & Trust CO dba First Bankers Trust CO19,487$872.0K0.36%––
Colony Family Offices, LLC19,500$873.0K0.69%––
Caisse de Depot Et Placement du Quebec19,888$890.0K0.00%––
Tower Bridge Advisors20,212$904.5K0.07%––
Wealthcare Advisory Partners LLC20,232$905.0K0.07%––
Miller Howard Investments Inc20,408$913.0K0.04%––
Banco Bilbao Vizcaya Argentaria, S.A.20,457$915.0K0.02%––
Cetera Investment Advisers20,592$922.0K0.02%––
Profund Advisors LLC20,688$926.0K0.04%––
First Business Financial Services, Inc.20,682$926.0K0.12%––
Mirova20,854$933.0K0.11%––
Securian Asset Management, Inc21,057$942.0K0.02%––
Penobscot Investment Management Company, Inc.21,095$944.0K0.15%––
Liberty One Investment Management, LLC21,137$946.0K0.17%––
Fiduciary Trust Co21,154$947.0K0.02%––
Atom Investors LP21,290$953.0K0.18%––
Ingalls & Snyder LLC21,656$969.0K0.05%––
Arkadios Wealth Advisors21,833$977.0K0.16%––
Paloma Partners Management Co22,085$988.0K0.03%––
Toth Financial Advisory Corp22,237$995.0K0.16%––
Cozad Asset Management Inc22,314$999.0K0.16%––
Janus Henderson Group PLC22,334$1.00M0.00%––
Whittier Trust Co22,508$1.01M0.02%––
Holocene Advisors, LP22,606$1.01M0.01%––
Prudential PLC22,802$1.02M0.01%––
Steward Partners Investment Advisory, LLC22,833$1.02M0.02%––
Schonfeld Strategic Advisors LLC22,900$1.02M0.01%––
Bernardo Wealth Planning LLC23,163$1.04M0.66%––
Man Group plc23,211$1.04M0.00%––
Ergoteles LLC23,240$1.04M0.03%––
Xponance, Inc.23,388$1.05M0.02%––
Rothschild Investment Corp23,705$1.06M0.09%––
US Bancorp23,725$1.06M0.00%––
Pacer Advisors, Inc.23,810$1.06M0.02%––
Manchester Capital Management LLC23,817$1.07M0.16%––
CIBC World Markets Corp23,978$1.07M0.01%––
Nissay Asset Management Corp24,115$1.08M0.01%––
Financial Architects, Inc24,637$1.10M0.17%––
IFM Investors Pty Ltd24,677$1.10M0.03%––
Balyasny Asset Management LLC25,187$1.13M0.01%––
Hoylecohen, LLC25,885$1.16M0.12%––
Tortoise Capital Advisors, L.L.C.25,952$1.16M0.02%––
Squarepoint Ops LLC26,013$1.16M0.01%––
Blackhill Capital Inc26,041$1.17M0.10%––
Haverford Trust Co26,559$1.19M0.02%––
Nomura Holdings Inc26,943$1.21M0.01%––
Ilmarinen Mutual Pension Insurance Co27,000$1.21M0.01%––
Carnegie Capital Asset Management, LLC27,274$1.22M0.05%––
D.A. Davidson & Co.27,607$1.24M0.02%––
Amalgamated Bank27,908$1.25M0.05%––
TownSquare Capital, LLC27,937$1.25M0.05%––
Rodgers Brothers Inc.28,163$1.26M0.26%––
Dynamic Technology Lab Private Ltd28,850$1.29M0.15%––
Mariner, LLC28,861$1.29M0.01%––
DFPG Investments, LLC28,568$1.31M0.56%––
DekaBank Deutsche Girozentrale31,053$1.35M0.00%––
HRT Financial LP30,725$1.37M0.01%––
Tortoise Index Solutions, LLC30,702$1.37M0.33%––
Godshalk Welsh Capital Management, Inc.30,836$1.38M0.96%––
Employees Retirement System of Texas30,875$1.38M0.02%––
USS Investment Management Ltd31,012$1.39M0.01%––
Vident Investment Advisory, LLC31,463$1.41M0.05%––
Toronto Dominion Bank31,487$1.41M0.00%––
Optimal Asset Management, Inc.31,955$1.43M0.19%––
Teachers Retirement System of the State of Kentucky32,216$1.44M0.01%––
Bryn Mawr Trust Co32,284$1.45M0.06%––
Voya Investment Management LLC32,484$1.45M0.00%––