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, Q4 2023
Institutional positions in Essential Utilities, Inc. as of Dec 31, 2023. 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
- 623
- +44 vs. Q3 2023
- Shares held
- 204.3M
- +4.44M (+2.2%) vs. Q3 2023
- Total value
- $7.63B
- +$782.3M (+11.4%) vs. Q3 2023
- New holders
- 86
- 242 more added
- Sold out
- 42
- 198 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 0 | $16 | 0.00% | 0 | Unchanged |
| Rakuten Securities, Inc. | 3 | $112 | 0.00% | +3 | New |
| Cedar Mountain Advisors, LLC | 6 | $216 | 0.00% | +2+50.0% | Added |
| Crewe Advisors LLC | 8 | $299 | 0.00% | +8 | New |
| Assetmark, Inc | 10 | $374 | 0.00% | +10 | New |
| MV Capital Management, Inc. | 12 | $449 | 0.00% | +12 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $449 | 0.00% | +12 | New |
| Foster Dykema Cabot & Partners, LLC | 14 | $523 | 0.00% | +14 | New |
| TD Private Client Wealth LLC | 21 | $784 | 0.00% | −2,265−99.1% | Reduced |
| Tucker Asset Management LLC | 21 | $784 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $822 | 0.00% | +4+22.2% | Added |
| Newbridge Financial Services Group, Inc. | 26 | $971 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $1.00K | 0.00% | −43−60.6% | Reduced |
| Ulland Investment Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $1.01K | 0.00% | +27 | New |
| EdgeRock Capital LLC | 32 | $1.16K | 0.00% | +32 | New |
| Raffa Wealth Management, LLC | 31 | $1.16K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $1.27K | 0.00% | +34 | New |
| Bell Investment Advisors, Inc | 44 | $1.64K | 0.00% | −123−73.7% | Reduced |
| Zions Bancorporation, N.A. | 45 | $1.68K | 0.00% | +45 | New |
| Birchbrook, Inc. | 51 | $1.91K | 0.00% | +51 | New |
| Hexagon Capital Partners LLC | 63 | $2.35K | 0.00% | −25−28.4% | Reduced |
| Venturi Wealth Management, LLC | 71 | $2.65K | 0.00% | +1+1.4% | Added |
| Tradewinds Capital Management, LLC | 73 | $2.73K | 0.00% | +1+1.4% | Added |
| Bear Mountain Capital, Inc. | 86 | $3.25K | 0.00% | +86 | New |
| Castleview Partners, LLC | 93 | $3.47K | 0.00% | +93 | New |
| Farmers & Merchants Investments Inc | 104 | $3.88K | 0.00% | −510−83.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 113 | $4.22K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 114 | $4.26K | 0.00% | +12+11.8% | Added |
| SRS Capital Advisors, Inc. | 115 | $4.29K | 0.00% | +115 | New |
| ICA Group Wealth Management, LLC | 125 | $4.67K | 0.00% | +125 | New |
| Creative Financial Designs Inc | 135 | $5.06K | 0.00% | −85−38.6% | Reduced |
| Itau Unibanco Holding S.A. | 140 | $5.23K | 0.00% | −164−53.9% | Reduced |
| Maryland Capital Advisors Inc. | 150 | $5.60K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 157 | $5.86K | 0.00% | −9−5.4% | Reduced |
| Sandy Spring Bank | 164 | $6.13K | 0.00% | −554−77.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 168 | $6.28K | 0.00% | +168 | New |
| Rakuten Investment Management, Inc. | 180 | $6.78K | 0.00% | +180 | New |
| Thompson Siegel & Walmsley LLC | 181 | $7.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 188 | $7.02K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $7.47K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 201 | $7.51K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 217 | $8.10K | 0.00% | +212+4,240.0% | Added |
| GW&K Investment Management, LLC | 250 | $9.00K | 0.00% | +105+72.4% | Added |
| Private Wealth Management Group, LLC | 242 | $9.04K | 0.00% | +242 | New |
| True Wealth Design, LLC | 247 | $9.23K | 0.00% | +241+4,016.7% | Added |
| Glassman Wealth Services | 266 | $9.94K | 0.00% | +108+68.4% | Added |
| Financial Connections Group, Inc. | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 300 | $11.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 321 | $12.0K | 0.01% | +9+2.9% | Added |
| New Millennium Group LLC | 332 | $12.4K | 0.01% | +3+0.9% | Added |
| Concord Wealth Partners | 341 | $12.7K | 0.00% | +3+0.9% | Added |
| LGT Financial Advisors LLC | 341 | $12.7K | 0.02% | −36−9.5% | Reduced |
| JFS Wealth Advisors, LLC | 363 | $13.6K | 0.00% | +6+1.7% | Added |
| Bruce G. Allen Investments, LLC | 374 | $14.0K | 0.01% | +374 | New |
| City State Bank | 380 | $14.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 375 | $14.0K | 0.02% | 00.0% | Unchanged |
| Robbins Farley LLC | 375 | $14.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 422 | $15.7K | 0.00% | +10+2.4% | Added |
| Plato Investment Management Ltd | 422 | $15.8K | 0.02% | +422 | New |
| Pinnacle Bancorp, Inc. | 423 | $15.8K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 421 | $15.8K | 0.00% | +421 | New |
| Farther Finance Advisors, LLC | 428 | $16.0K | 0.00% | +356+494.4% | Added |
| Millburn Ridgefield Corp | 466 | $17.4K | 0.00% | −100−17.7% | Reduced |
| Catalyst Capital Advisors LLC | 466 | $17.4K | 0.00% | −100−17.7% | Reduced |
| Brown Brothers Harriman & Co | 468 | $17.5K | 0.00% | −1,000−68.1% | Reduced |
| Banque Cantonale Vaudoise | 495 | $18.0K | 0.00% | −6,602−93.0% | Reduced |
| McIlrath & Eck, LLC | 493 | $18.4K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 498 | $18.6K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 500 | $18.7K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 500 | $18.7K | 0.00% | +500 | New |
| BFSG, LLC | 504 | $18.8K | 0.00% | +504 | New |
| HHM Wealth Advisors, LLC | 561 | $21.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 584 | $21.8K | 0.00% | +584 | New |
| Parkside Financial Bank & Trust | 606 | $22.6K | 0.00% | +534+741.7% | Added |
| Cassady Schiller Wealth Management, LLC | 625 | $23.3K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 650 | $23.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 634 | $23.6K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 650 | $24.0K | 0.00% | −400−38.1% | Reduced |
| First PREMIER Bank | 650 | $24.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 648 | $24.2K | 0.00% | +279+75.6% | Added |
| First Command Advisory Services, Inc. | 666 | $24.9K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 658 | $24.9K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 678 | $25.3K | 0.05% | +678 | New |
| Princeton Global Asset Management LLC | 705 | $26.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 711 | $26.6K | 0.00% | +610+604.0% | Added |
| Lindbrook Capital, LLC | 737 | $27.5K | 0.00% | +325+78.9% | Added |
| Piscataqua Savings Bank | 750 | $28.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 753 | $28.1K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 777 | $29.0K | 0.01% | +317+68.9% | Added |
| First Community Trust NA | 802 | $30.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 813 | $30.4K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 850 | $32.0K | 0.00% | +118+16.1% | Added |
| Valley National Advisers Inc | 862 | $32.0K | 0.01% | +842+4,210.0% | Added |
| PSI Advisors, LLC | 891 | $33.3K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 900 | $33.6K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 959 | $35.8K | 0.00% | +127+15.3% | Added |
| Tradition Wealth Management, LLC | 955 | $36.0K | 0.00% | +679+246.0% | Added |
| Motco | 969 | $36.2K | 0.00% | 00.0% | Unchanged |