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
Janney Montgomery Scott LLC	125,851	$5.63M	0.03%	–	–
Public Employees Retirement System of Ohio	125,520	$5.62M	0.02%	–	–
First National Bank & Trust Co of Newtown	124,341	$5.56M	1.21%	–	–
Vontobel Holding Ltd.	117,889	$5.28M	0.04%	–	–
MetLife Investment Management	115,348	$5.16M	0.05%	–	–
First National Corp	114,358	$5.12M	1.27%	–	–
Asset Management One Co.,Ltd.	114,252	$5.11M	0.02%	–	–
Farmers Trust Co	114,039	$5.10M	1.18%	–	–
Bright Rock Capital Management, LLC	111,500	$4.99M	1.28%	–	–
BLB&B Advisors, LLC	110,840	$4.96M	0.39%	–	–
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	108,886	$4.87M	0.02%	–	–
SG Americas Securities, LLC	105,433	$4.72M	0.03%	–	–
Private Advisor Group, LLC	103,118	$4.61M	0.04%	–	–
HSBC Holdings PLC	103,030	$4.61M	0.01%	–	–
Brown Advisory Inc	99,643	$4.46M	0.01%	–	–
Cutter & CO Brokerage, Inc.	98,901	$4.43M	1.08%	–	–
Swedbank AB	95,944	$4.29M	0.01%	–	–
South Dakota Investment Council	94,465	$4.23M	0.07%	–	–
Old Mission Capital LLC	93,946	$4.20M	0.24%	–	–
HighTower Advisors, LLC	92,101	$4.13M	0.01%	–	–
M&T Bank Corp	91,350	$4.09M	0.02%	–	–
Sargent Bickham Lagudis LLC	90,988	$4.07M	0.36%	–	–
Citadel Advisors LLC	88,000	$3.94M	0.00%	–	–
Redpoint Investment Management Pty Ltd	87,772	$3.93M	0.33%	–	–
Clear Harbor Asset Management, LLC	86,576	$3.87M	0.51%	–	–
Truist Financial Corp	85,855	$3.84M	0.01%	–	–
Treasurer of the State of North Carolina	85,778	$3.84M	0.02%	–	–
Susquehanna Fundamental Investments, LLC	84,126	$3.77M	0.06%	–	–
Stifel Financial Corp	83,231	$3.73M	0.01%	–	–
Silver Lake Advisory, LLC	82,777	$3.70M	1.89%	–	–
State of Michigan Retirement System	82,693	$3.70M	0.02%	–	–
Creative Planning	81,471	$3.65M	0.01%	–	–
Raymond James Financial Services Advisors, Inc.	80,824	$3.62M	0.01%	–	–
Ameritas Investment Partners, Inc.	78,141	$3.54M	0.13%	–	–
Thrivent Financial for Lutherans	76,916	$3.44M	0.01%	–	–
Advisor Group Holdings, Inc.	75,239	$3.37M	0.01%	–	–
Benedict Financial Advisors Inc	74,877	$3.35M	0.97%	–	–
Oregon Public Employees Retirement Fund	74,350	$3.33M	0.04%	–	–
LPL Financial LLC	71,062	$3.18M	0.00%	–	–
Hamilton Point Investment Advisors, LLC	70,955	$3.17M	0.92%	–	–
Rockefeller Capital Management L.P.	69,714	$3.12M	0.02%	–	–
Panagora Asset Management Inc	68,784	$3.08M	0.02%	–	–
Arizona State Retirement System	67,182	$3.01M	0.03%	–	–
Texas Yale Capital Corp.	65,148	$2.92M	0.18%	–	–
Legacy Advisors, LLC	64,215	$2.87M	1.27%	–	–
Cullen/Frost Bankers, Inc.	64,049	$2.87M	0.06%	–	–
ExodusPoint Capital Management, LP	63,633	$2.85M	0.06%	–	–
Radnor Capital Management, LLC	63,270	$2.83M	0.91%	–	–
Stephens Inc	61,973	$2.77M	0.05%	–	–
DnB Asset Management AS	61,224	$2.74M	0.02%	–	–
YHB Investment Advisors, Inc.	57,696	$2.73M	0.24%	–	–
Weiss Multi-Strategy Advisers LLC	58,751	$2.63M	0.06%	–	–
Nisa Investment Advisors, LLC	58,075	$2.60M	0.02%	–	–
Louisiana State Employees Retirement System	58,000	$2.60M	0.07%	–	–
Addison Capital Co	57,291	$2.56M	1.43%	–	–
Coastline Trust Co	52,328	$2.34M	0.30%	–	–
Cambridge Investment Research Advisors, Inc.	52,293	$2.34M	0.01%	–	–
Jacobi Capital Management LLC	51,847	$2.32M	0.34%	–	–
Baird Financial Group, Inc.	50,103	$2.24M	0.01%	–	–
Kistler-Tiffany Companies, LLC	49,742	$2.23M	0.57%	–	–
Korea Investment CORP	49,100	$2.20M	0.01%	–	–
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	47,929	$2.15M	0.01%	–	–
Utah Retirement Systems	45,898	$2.05M	0.03%	–	–
Forsta Ap-Fonden	45,900	$2.05M	0.03%	–	–
Assenagon Asset Management S.A.	45,791	$2.05M	0.01%	–	–
TFG Advisers LLC	45,669	$2.04M	1.05%	–	–
Envestnet Asset Management Inc	44,001	$1.97M	0.00%	–	–
Nomura Asset Management Co Ltd	43,470	$1.95M	0.01%	–	–
Handelsbanken Fonder AB	42,867	$1.92M	0.01%	–	–
Metropolitan Life Insurance Co	42,238	$1.89M	0.03%	–	–
Ledyard National Bank	41,465	$1.86M	0.20%	–	–
Marshall Wace, LLP	41,350	$1.85M	0.01%	–	–
Arcadia Investment Management Corp	40,740	$1.82M	0.37%	–	–
Sterling Investment Advisors, Ltd.	40,606	$1.82M	0.59%	–	–
Guggenheim Capital LLC	40,376	$1.81M	0.01%	–	–
Seeyond	40,098	$1.79M	0.18%	–	–
New Mexico Educational Retirement Board	39,100	$1.75M	0.07%	–	–
Federated Hermes, Inc.	38,764	$1.74M	0.00%	–	–
Shell Asset Management Co	38,755	$1.73M	0.03%	–	–
British Columbia Investment Management Corp	38,203	$1.71M	0.01%	–	–
GWM Advisors LLC	37,934	$1.70M	0.05%	–	–
Northwestern Mutual Investment Management Company, LLC	37,249	$1.67M	0.03%	–	–
First American Bank	37,151	$1.66M	0.10%	–	–
Prudential Financial Inc	37,047	$1.66M	0.00%	–	–
TD Asset Management Inc	36,850	$1.65M	0.00%	–	–
ELCO Management Co., LLC	36,635	$1.64M	1.48%	–	–
First Personal Financial Services	36,521	$1.63M	0.45%	–	–
Candriam Luxembourg S.C.A.	35,712	$1.62M	0.01%	–	–
State of Tennessee, Treasury Department	35,308	$1.58M	0.01%	–	–
Trillium Asset Management, LLC	35,186	$1.57M	0.05%	–	–
State of Alaska, Department of Revenue	34,971	$1.56M	0.02%	–	–
Capital Bank & Trust Co	34,837	$1.56M	0.02%	–	–
Continuum Advisory, LLC	32,379	$1.53M	0.64%	–	–
Jane Street Group, LLC	33,906	$1.52M	0.00%	–	–
Modera Wealth Management, LLC	33,780	$1.51M	0.10%	–	–
Van Eck Associates Corp	33,455	$1.50M	0.00%	–	–
Glenmede Trust Co NA	33,320	$1.49M	0.01%	–	–
Mercer Global Advisors Inc	33,054	$1.48M	0.01%	–	–
Voya Investment Management LLC	32,484	$1.45M	0.00%	–	–
Bryn Mawr Trust Co	32,284	$1.45M	0.06%	–	–