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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
Teachers Retirement System of the State of Kentucky32,216$1.44M0.01%––
Optimal Asset Management, Inc.31,955$1.43M0.19%––
Toronto Dominion Bank31,487$1.41M0.00%––
Vident Investment Advisory, LLC31,463$1.41M0.05%––
USS Investment Management Ltd31,012$1.39M0.01%––
Employees Retirement System of Texas30,875$1.38M0.02%––
Godshalk Welsh Capital Management, Inc.30,836$1.38M0.96%––
HRT Financial LP30,725$1.37M0.01%––
Tortoise Index Solutions, LLC30,702$1.37M0.33%––
DekaBank Deutsche Girozentrale31,053$1.35M0.00%––
DFPG Investments, LLC28,568$1.31M0.56%––
Mariner, LLC28,861$1.29M0.01%––
Dynamic Technology Lab Private Ltd28,850$1.29M0.15%––
Rodgers Brothers Inc.28,163$1.26M0.26%––
TownSquare Capital, LLC27,937$1.25M0.05%––
Amalgamated Bank27,908$1.25M0.05%––
D.A. Davidson & Co.27,607$1.24M0.02%––
Carnegie Capital Asset Management, LLC27,274$1.22M0.05%––
Ilmarinen Mutual Pension Insurance Co27,000$1.21M0.01%––
Nomura Holdings Inc26,943$1.21M0.01%––
Haverford Trust Co26,559$1.19M0.02%––
Blackhill Capital Inc26,041$1.17M0.10%––
Squarepoint Ops LLC26,013$1.16M0.01%––
Tortoise Capital Advisors, L.L.C.25,952$1.16M0.02%––
Hoylecohen, LLC25,885$1.16M0.12%––
Balyasny Asset Management LLC25,187$1.13M0.01%––
IFM Investors Pty Ltd24,677$1.10M0.03%––
Financial Architects, Inc24,637$1.10M0.17%––
Nissay Asset Management Corp24,115$1.08M0.01%––
CIBC World Markets Corp23,978$1.07M0.01%––
Manchester Capital Management LLC23,817$1.07M0.16%––
Pacer Advisors, Inc.23,810$1.06M0.02%––
US Bancorp23,725$1.06M0.00%––
Rothschild Investment Corp23,705$1.06M0.09%––
Xponance, Inc.23,388$1.05M0.02%––
Ergoteles LLC23,240$1.04M0.03%––
Man Group plc23,211$1.04M0.00%––
Bernardo Wealth Planning LLC23,163$1.04M0.66%––
Schonfeld Strategic Advisors LLC22,900$1.02M0.01%––
Steward Partners Investment Advisory, LLC22,833$1.02M0.02%––
Prudential PLC22,802$1.02M0.01%––
Holocene Advisors, LP22,606$1.01M0.01%––
Whittier Trust Co22,508$1.01M0.02%––
Janus Henderson Group PLC22,334$1.00M0.00%––
Cozad Asset Management Inc22,314$999.0K0.16%––
Toth Financial Advisory Corp22,237$995.0K0.16%––
Paloma Partners Management Co22,085$988.0K0.03%––
Arkadios Wealth Advisors21,833$977.0K0.16%––
Ingalls & Snyder LLC21,656$969.0K0.05%––
Atom Investors LP21,290$953.0K0.18%––
Fiduciary Trust Co21,154$947.0K0.02%––
Liberty One Investment Management, LLC21,137$946.0K0.17%––
Penobscot Investment Management Company, Inc.21,095$944.0K0.15%––
Securian Asset Management, Inc21,057$942.0K0.02%––
Mirova20,854$933.0K0.11%––
Profund Advisors LLC20,688$926.0K0.04%––
First Business Financial Services, Inc.20,682$926.0K0.12%––
Cetera Investment Advisers20,592$922.0K0.02%––
Banco Bilbao Vizcaya Argentaria, S.A.20,457$915.0K0.02%––
Miller Howard Investments Inc20,408$913.0K0.04%––
Wealthcare Advisory Partners LLC20,232$905.0K0.07%––
Tower Bridge Advisors20,212$904.5K0.07%––
Caisse de Depot Et Placement du Quebec19,888$890.0K0.00%––
Colony Family Offices, LLC19,500$873.0K0.69%––
Town & Country Bank & Trust CO dba First Bankers Trust CO19,487$872.0K0.36%––
Standard Life Aberdeen plc19,175$859.0K0.00%––
Costello Asset Management, INC18,858$844.0K0.58%––
Cubist Systematic Strategies, LLC18,743$839.0K0.01%––
AE Wealth Management LLC18,474$827.0K0.01%––
Loudon Investment Management, LLC18,052$808.0K0.58%––
Taylor Hoffman Wealth Management17,945$803.0K0.37%––
Eaton Vance Management17,930$802.0K0.00%––
Smithfield Trust Co17,901$801.0K0.06%––
Crossmark Global Holdings, Inc.17,750$794.0K0.02%––
Westpac Banking Corp17,600$787.6K0.01%––
Susquehanna International Group, LLP17,589$787.0K0.00%––
Schroder Investment Management Group17,077$764.0K0.00%––
Cordasco Financial Network17,071$764.0K0.56%––
Maryland State Retirement & Pension System17,068$764.0K0.03%––
Mitchell Sinkler & Starr16,934$758.0K0.73%––
Kennedy Capital Management, Inc.16,801$752.0K0.02%––
Elo Mutual Pension Insurance Co16,810$752.0K0.03%––
O'Brien Greene & Co. Inc16,664$746.0K0.30%––
Natixis Advisors, L.P.16,209$725.0K0.00%––
Philadelphia Trust Co16,145$722.0K0.06%––
Sowell Financial Services LLC15,225$705.0K0.02%––
Clean Yield Group15,726$704.0K0.29%––
CoreCommodity Management, LLC15,647$700.0K0.29%––
Weld Capital Management LLC15,262$683.0K0.29%––
Advisory Services Network, LLC15,119$677.0K0.03%––
Whittier Trust Co of Nevada Inc14,995$671.0K0.03%––
Glen Eagle Advisors, LLC14,975$670.1K0.23%––
United Capital Financial Advisers, LLC14,604$654.0K0.00%––
Key Financial Inc14,441$646.0K0.43%––
Mirabella Financial Services LLP14,337$642.0K0.20%––
Welch & Forbes LLC14,187$635.0K0.01%––
Cetera Advisor Networks LLC13,887$621.0K0.01%––
Inverness Counsel LLC13,775$616.0K0.03%––
Magnetar Financial LLC13,768$616.0K0.01%––
Echo Street Capital Management LLC13,709$613.0K0.01%––