Essential Utilities, Inc.

WTRG

Exchange: NYSE
Industry: Water Supply
SEC CIK: 0000078128

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $7.74B

Institutions holding WTRG and their total value by quarter
Quarter	Holders	Value
Q2 2026	702	$8.58B
Q1 2026	698	$8.72B
Q4 2025	695	$8.66B
Q3 2025	679	$9.07B
Q2 2025	683	$8.20B
Q1 2025	677	$8.79B
Q4 2024	622	$7.90B
Q3 2024	629	$8.09B
Q2 2024	601	$8.01B
Q1 2024	592	$7.90B
Q4 2023	623	$7.63B
Q3 2023	584	$6.85B
Q2 2023	626	$7.63B
Q1 2023	650	$8.33B
Q4 2022	657	$9.21B
Q3 2022	637	$7.82B
Q2 2022	636	$8.55B
Q1 2022	642	$9.19B
Q4 2021	648	$9.44B
Q3 2021	597	$7.96B
Q2 2021	589	$7.96B
Q1 2021	598	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Mercer Global Advisors Inc	33,054	$1.48M	0.01%	–	–
Glenmede Trust Co NA	33,320	$1.49M	0.01%	–	–
Van Eck Associates Corp	33,455	$1.50M	0.00%	–	–
Modera Wealth Management, LLC	33,780	$1.51M	0.10%	–	–
Jane Street Group, LLC	33,906	$1.52M	0.00%	–	–
Continuum Advisory, LLC	32,379	$1.53M	0.64%	–	–
Capital Bank & Trust Co	34,837	$1.56M	0.02%	–	–
State of Alaska, Department of Revenue	34,971	$1.56M	0.02%	–	–
Trillium Asset Management, LLC	35,186	$1.57M	0.05%	–	–
State of Tennessee, Treasury Department	35,308	$1.58M	0.01%	–	–
Candriam Luxembourg S.C.A.	35,712	$1.62M	0.01%	–	–
First Personal Financial Services	36,521	$1.63M	0.45%	–	–
ELCO Management Co., LLC	36,635	$1.64M	1.48%	–	–
TD Asset Management Inc	36,850	$1.65M	0.00%	–	–
Prudential Financial Inc	37,047	$1.66M	0.00%	–	–
First American Bank	37,151	$1.66M	0.10%	–	–
Northwestern Mutual Investment Management Company, LLC	37,249	$1.67M	0.03%	–	–
GWM Advisors LLC	37,934	$1.70M	0.05%	–	–
British Columbia Investment Management Corp	38,203	$1.71M	0.01%	–	–
Shell Asset Management Co	38,755	$1.73M	0.03%	–	–
Federated Hermes, Inc.	38,764	$1.74M	0.00%	–	–
New Mexico Educational Retirement Board	39,100	$1.75M	0.07%	–	–
Seeyond	40,098	$1.79M	0.18%	–	–
Guggenheim Capital LLC	40,376	$1.81M	0.01%	–	–
Sterling Investment Advisors, Ltd.	40,606	$1.82M	0.59%	–	–
Arcadia Investment Management Corp	40,740	$1.82M	0.37%	–	–
Marshall Wace, LLP	41,350	$1.85M	0.01%	–	–
Ledyard National Bank	41,465	$1.86M	0.20%	–	–
Metropolitan Life Insurance Co	42,238	$1.89M	0.03%	–	–
Handelsbanken Fonder AB	42,867	$1.92M	0.01%	–	–
Nomura Asset Management Co Ltd	43,470	$1.95M	0.01%	–	–
Envestnet Asset Management Inc	44,001	$1.97M	0.00%	–	–
TFG Advisers LLC	45,669	$2.04M	1.05%	–	–
Assenagon Asset Management S.A.	45,791	$2.05M	0.01%	–	–
Utah Retirement Systems	45,898	$2.05M	0.03%	–	–
Forsta Ap-Fonden	45,900	$2.05M	0.03%	–	–
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	47,929	$2.15M	0.01%	–	–
Korea Investment CORP	49,100	$2.20M	0.01%	–	–
Kistler-Tiffany Companies, LLC	49,742	$2.23M	0.57%	–	–
Baird Financial Group, Inc.	50,103	$2.24M	0.01%	–	–
Jacobi Capital Management LLC	51,847	$2.32M	0.34%	–	–
Cambridge Investment Research Advisors, Inc.	52,293	$2.34M	0.01%	–	–
Coastline Trust Co	52,328	$2.34M	0.30%	–	–
Addison Capital Co	57,291	$2.56M	1.43%	–	–
Louisiana State Employees Retirement System	58,000	$2.60M	0.07%	–	–
Nisa Investment Advisors, LLC	58,075	$2.60M	0.02%	–	–
Weiss Multi-Strategy Advisers LLC	58,751	$2.63M	0.06%	–	–
YHB Investment Advisors, Inc.	57,696	$2.73M	0.24%	–	–
DnB Asset Management AS	61,224	$2.74M	0.02%	–	–
Stephens Inc	61,973	$2.77M	0.05%	–	–
Radnor Capital Management, LLC	63,270	$2.83M	0.91%	–	–
ExodusPoint Capital Management, LP	63,633	$2.85M	0.06%	–	–
Cullen/Frost Bankers, Inc.	64,049	$2.87M	0.06%	–	–
Legacy Advisors, LLC	64,215	$2.87M	1.27%	–	–
Texas Yale Capital Corp.	65,148	$2.92M	0.18%	–	–
Arizona State Retirement System	67,182	$3.01M	0.03%	–	–
Panagora Asset Management Inc	68,784	$3.08M	0.02%	–	–
Rockefeller Capital Management L.P.	69,714	$3.12M	0.02%	–	–
Hamilton Point Investment Advisors, LLC	70,955	$3.17M	0.92%	–	–
LPL Financial LLC	71,062	$3.18M	0.00%	–	–
Oregon Public Employees Retirement Fund	74,350	$3.33M	0.04%	–	–
Benedict Financial Advisors Inc	74,877	$3.35M	0.97%	–	–
Advisor Group Holdings, Inc.	75,239	$3.37M	0.01%	–	–
Thrivent Financial for Lutherans	76,916	$3.44M	0.01%	–	–
Ameritas Investment Partners, Inc.	78,141	$3.54M	0.13%	–	–
Raymond James Financial Services Advisors, Inc.	80,824	$3.62M	0.01%	–	–
Creative Planning	81,471	$3.65M	0.01%	–	–
State of Michigan Retirement System	82,693	$3.70M	0.02%	–	–
Silver Lake Advisory, LLC	82,777	$3.70M	1.89%	–	–
Stifel Financial Corp	83,231	$3.73M	0.01%	–	–
Susquehanna Fundamental Investments, LLC	84,126	$3.77M	0.06%	–	–
Treasurer of the State of North Carolina	85,778	$3.84M	0.02%	–	–
Truist Financial Corp	85,855	$3.84M	0.01%	–	–
Clear Harbor Asset Management, LLC	86,576	$3.87M	0.51%	–	–
Redpoint Investment Management Pty Ltd	87,772	$3.93M	0.33%	–	–
Citadel Advisors LLC	88,000	$3.94M	0.00%	–	–
Sargent Bickham Lagudis LLC	90,988	$4.07M	0.36%	–	–
M&T Bank Corp	91,350	$4.09M	0.02%	–	–
HighTower Advisors, LLC	92,101	$4.13M	0.01%	–	–
Old Mission Capital LLC	93,946	$4.20M	0.24%	–	–
South Dakota Investment Council	94,465	$4.23M	0.07%	–	–
Swedbank AB	95,944	$4.29M	0.01%	–	–
Cutter & CO Brokerage, Inc.	98,901	$4.43M	1.08%	–	–
Brown Advisory Inc	99,643	$4.46M	0.01%	–	–
HSBC Holdings PLC	103,030	$4.61M	0.01%	–	–
Private Advisor Group, LLC	103,118	$4.61M	0.04%	–	–
SG Americas Securities, LLC	105,433	$4.72M	0.03%	–	–
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	108,886	$4.87M	0.02%	–	–
BLB&B Advisors, LLC	110,840	$4.96M	0.39%	–	–
Bright Rock Capital Management, LLC	111,500	$4.99M	1.28%	–	–
Farmers Trust Co	114,039	$5.10M	1.18%	–	–
Asset Management One Co.,Ltd.	114,252	$5.11M	0.02%	–	–
First National Corp	114,358	$5.12M	1.27%	–	–
MetLife Investment Management	115,348	$5.16M	0.05%	–	–
Vontobel Holding Ltd.	117,889	$5.28M	0.04%	–	–
First National Bank & Trust Co of Newtown	124,341	$5.56M	1.21%	–	–
Public Employees Retirement System of Ohio	125,520	$5.62M	0.02%	–	–
Janney Montgomery Scott LLC	125,851	$5.63M	0.03%	–	–
Citigroup Inc	126,137	$5.64M	0.01%	–	–
Boenning & Scattergood, Inc.	129,598	$5.80M	1.10%	–	–