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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
BI Asset Management Fondsmaeglerselskab A/S13,476$603.0K0.02%––
Grantham, Mayo, Van Otterloo & Co. LLC13,416$600.0K0.00%––
Sound Financial Strategies Group, LLC13,119$587.0K0.30%––
Virtue Capital Management, LLC12,936$579.0K0.14%––
Shelton Capital Management12,576$563.0K0.02%––
Moors & Cabot, Inc.12,602$563.0K0.04%––
Institute for Wealth Management, LLC.12,540$561.0K0.11%––
Sigma Planning Corp12,457$557.0K0.02%––
Neuberger Berman Group LLC12,345$552.0K0.00%––
Pegasus Partners Ltd.12,126$543.0K0.12%––
Natixis Investment Managers International11,985$536.0K0.04%––
Bridgefront Capital, LLC11,969$536.0K0.17%––
Summit Global Investments11,923$534.0K0.03%––
Good Life Advisors, LLC11,792$531.0K0.11%––
Youngs Advisory Group, Inc.11,853$530.0K0.66%––
Tower Research Capital LLC (TRC)11,728$524.0K0.01%––
First Pacific Financial11,677$523.0K0.33%––
Sumitomo Mitsui DS Asset Management Company, Ltd11,493$514.0K0.01%––
Ethic Inc.11,490$514.0K0.09%––
Hoover Financial Advisors, Inc.10,453$488.0K0.09%––
Mid Atlantic Financial Management Inc10,768$482.0K0.04%––
Aaron Wealth Advisors10,776$482.0K0.18%––
Bank Julius Baer & Co. Ltd, Zurich10,700$479.0K0.00%––
Keybank National Association10,645$476.0K0.00%––
EagleClaw Capital Managment, LLC10,439$468.0K0.13%––
Central Trust Co10,303$461.0K0.02%––
Daiwa Securities Group Inc.10,278$460.0K0.00%––
Fort Washington Investment Advisors Inc10,069$451.0K0.00%––
Blume Capital Management, Inc.10,000$448.0K0.18%––
Mitsubishi UFJ Asset Management (UK) Ltd.10,000$448.0K0.20%––
Great Valley Advisor Group, Inc.9,948$445.0K0.04%––
Captrust Financial Advisors9,897$443.0K0.00%––
Ferguson Wellman Capital Management, Inc9,872$442.0K0.02%––
SeaCrest Wealth Management, LLC9,884$442.0K0.06%––
Pratt Collard Advisory Partners LLC9,807$439.0K0.31%––
Mackenzie Financial Corp9,764$437.0K0.00%––
Tower Wealth Partners, Inc.9,737$436.0K0.56%––
Leonteq Securities AG9,723$435.1K0.03%––
Diversified, LLC9,649$432.0K0.33%––
Cypress Capital Management LLC9,559$428.0K0.06%––
Cannell Peter B & Co Inc9,525$426.0K0.01%––
Pinnacle Associates Ltd9,487$425.0K0.01%––
Kestra Advisory Services, LLC9,453$423.0K0.01%––
TrinityPoint Wealth, LLC9,301$416.0K0.10%––
CIBC Asset Management Inc9,281$415.0K0.00%––
Levy Wealth Management Group, LLC9,244$414.0K0.27%––
Rowland & Co Investment Counsel9,110$407.7K0.11%––
Foundations Investment Advisors, LLC8,916$407.0K0.02%––
Nordea Investment Management AB9,044$401.0K0.00%––
Pathstone Family Office, LLC8,936$400.0K0.01%––
Raymond James Trust N.A.8,905$398.0K0.01%––
Avantax Advisory Services, Inc.8,884$396.0K0.01%––
Bridge Creek Capital Management LLC8,815$394.0K0.15%––
LS Investment Advisors, LLC8,738$391.0K0.02%––
Vestcor Inc8,716$390.0K0.01%––
Lehman & Derafelo Financial Resources LLC8,699$389.0K0.11%––
World Asset Management Inc8,196$386.0K0.03%––
HBK Sorce Advisory LLC8,463$379.0K0.02%––
Occudo Quantitative Strategies LP8,467$379.0K0.08%––
Barrett Asset Management, LLC8,424$377.0K0.02%––
O'Brien Wealth Partners LLC8,136$369.0K0.12%––
Stratos Wealth Advisors, LLC8,194$367.0K0.04%––
Gamble Jones Investment Counsel8,168$366.0K0.02%––
Cigna Investments Inc8,037$359.0K0.02%––
Chevy Chase Trust Holdings, Inc.8,000$358.0K0.00%––
Community Bank, N.A.8,005$358.0K0.04%––
Buckingham Strategic Wealth, LLC7,843$351.0K0.02%––
Affiance Financial, LLC7,784$348.0K0.16%––
IBM Retirement Fund7,686$344.0K0.02%––
Marcum Wealth, LLC7,627$341.0K0.06%––
Y-Intercept (Hong Kong) Ltd7,699$340.0K0.09%––
Marshall Wace North America L.P.7,529$337.0K0.00%––
Northstar Asset Management LLC7,485$335.0K0.10%––
Murphy Capital Management Inc7,462$333.0K0.04%––
Anchor Investment Management, LLC7,421$332.1K0.05%––
Sciencast Management LP7,306$331.0K0.07%––
Fulton Bank, N.A.7,369$330.0K0.02%––
Old National Bancorp7,313$328.0K0.01%––
Coho Partners, Ltd.7,340$328.0K0.01%––
Kingfisher Capital LLC7,332$328.0K0.09%––
Johnson Investment Counsel Inc7,229$324.0K0.00%––
First Republic Investment Management, Inc.7,237$324.0K0.00%––
B. Metzler seel. Sohn & Co. Holding AG7,199$322.0K0.01%––
StoneX Group Inc.7,164$321.0K0.06%––
Athanor Capital, LP7,070$316.0K0.01%––
Bokf, NA7,040$315.0K0.01%––
AXA S.A.7,000$313.0K0.00%––
Dorsey & Whitney Trust CO LLC6,995$313.0K0.03%––
Segall Bryant & Hamill, LLC6,966$311.0K0.00%––
Spire Wealth Management6,896$309.0K0.01%––
Oppenheimer & Co Inc6,891$308.0K0.01%––
Commerce Bank6,843$306.0K0.00%––
Providence Wealth Advisors, LLC6,835$306.0K0.22%––
American Century Companies Inc6,710$300.0K0.00%––
Eagle Ridge Investment Management6,701$300.0K0.04%––
Capital CS Group, LLC6,673$299.0K0.29%––
Birch Hill Investment Advisors LLC6,666$298.0K0.02%––
Wetherby Asset Management Inc6,554$293.0K0.02%––
Phoenix Holdings Ltd.6,636$293.0K0.01%––
Geneos Wealth Management Inc.6,236$293.0K0.01%––