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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 969 | $36.2K | 0.01% | +969 | New |
| VisionPoint Advisory Group, LLC | 977 | $36.5K | 0.01% | +338+52.9% | Added |
| Ronald Blue Trust, Inc. | 1,154 | $39.0K | 0.00% | +121+11.7% | Added |
| Asset Dedication, LLC | 1,041 | $39.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,074 | $40.1K | 0.01% | +32+3.1% | Added |
| Arrow Financial Corp | 1,082 | $40.4K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,125 | $42.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,166 | $43.5K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 1,183 | $44.2K | 0.04% | +1,183 | New |
| Colonial Trust Co | 1,195 | $44.6K | 0.01% | −150−11.2% | Reduced |
| Larson Financial Group LLC | 1,204 | $45.0K | 0.00% | +4+0.3% | Added |
| Peoples Financial Services Corp. | 1,250 | $46.7K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,260 | $47.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,500 | $56.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,600 | $59.7K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,600 | $59.8K | 0.02% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 1,657 | $61.9K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,680 | $62.7K | 0.02% | −400−19.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $63.3K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,800 | $67.2K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,815 | $67.8K | 0.00% | +10+0.6% | Added |
| Geneos Wealth Management Inc. | 1,866 | $69.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,875 | $70.0K | 0.00% | −1,145−37.9% | Reduced |
| Umb Bank N A | 2,021 | $75.5K | 0.00% | −66−3.2% | Reduced |
| Colonial Trust Advisors | 2,042 | $76.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,062 | $77.0K | 0.00% | −446−17.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,153 | $80.4K | 0.00% | −2,904−57.4% | Reduced |
| Truvestments Capital LLC | 2,166 | $80.9K | 0.04% | +18+0.8% | Added |
| National Bank of Canada | 2,180 | $82.4K | 0.00% | −9,981−82.1% | Reduced |
| Gradient Investments LLC | 2,236 | $83.5K | 0.00% | −200−8.2% | Reduced |
| Archer Investment Corp | 2,251 | $84.1K | 0.03% | +10.0% | Added |
| Tower View Investment Management & Research LLC | 2,418 | $90.0K | 0.06% | −40−1.6% | Reduced |
| Parallel Advisors, LLC | 2,410 | $90.0K | 0.00% | +556+30.0% | Added |
| Kempen Capital Management N.V. | 2,448 | $91.4K | 0.00% | +24+1.0% | Added |
| Citizens National Bank Trust Department | 2,450 | $91.5K | 0.02% | 00.0% | Unchanged |
| Kepos Capital LP | 2,451 | $92.0K | 0.03% | +176+7.7% | Added |
| State of Wyoming | 2,514 | $93.9K | 0.02% | +2,514 | New |
| GPS Wealth Strategies Group, LLC | 2,538 | $94.8K | 0.02% | +10+0.4% | Added |
| Dividend Assets Capital, LLC | 2,552 | $95.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,531 | $95.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,531 | $95.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,679 | $100.0K | 0.00% | +450+20.2% | Added |
| Ci Investments Inc. | 2,783 | $104.0K | 0.00% | +768+38.1% | Added |
| SOA Wealth Advisors, LLC. | 2,906 | $108.6K | 0.02% | +24+0.8% | Added |
| Washington Trust Co | 2,930 | $109.4K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,995 | $111.0K | 0.07% | +18+0.6% | Added |
| Spire Wealth Management | 3,075 | $113.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,230 | $115.8K | 0.03% | +3,230 | New |
| Hanson & Doremus Investment Management | 3,142 | $117.0K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,137 | $117.2K | 0.03% | +1,041+49.7% | Added |
| Global Retirement Partners, LLC | 3,160 | $119.4K | 0.00% | −263−7.7% | Reduced |
| Bank of New Hampshire | 3,250 | $121.4K | 0.03% | +375+13.0% | Added |
| Desjardins Global Asset Management Inc. | 3,342 | $124.8K | 0.01% | +45+1.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,341 | $125.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,376 | $126.1K | 0.00% | +3,376 | New |
| Sound Income Strategies, LLC | 3,417 | $127.6K | 0.01% | −281−7.6% | Reduced |
| Tompkins Financial Corp | 3,419 | $127.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 3,755 | $140.2K | 0.00% | −18,789−83.3% | Reduced |
| Fifth Third Bancorp | 3,894 | $145.4K | 0.00% | +1,936+98.9% | Added |
| GWM Advisors LLC | 3,996 | $149.3K | 0.00% | +2,951+282.4% | Added |
| Simplex Trading, LLC | 4,410 | $164.0K | 0.01% | −25,084−85.0% | Reduced |
| Manchester Capital Management LLC | 4,696 | $175.4K | 0.02% | +49+1.1% | Added |
| Centaurus Financial, Inc. | 4,845 | $181.0K | 0.01% | +4+0.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 4,873 | $182.0K | 0.00% | −176,147−97.3% | Reduced |
| Blume Capital Management, Inc. | 5,055 | $188.8K | 0.05% | −300−5.6% | Reduced |
| Headinvest, LLC | 5,362 | $200.3K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 5,374 | $200.7K | 0.00% | −1,024−16.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,389 | $201.3K | 0.00% | −40,132−88.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 5,434 | $203.0K | 0.21% | −500−8.4% | Reduced |
| Sigma Planning Corp | 5,442 | $203.3K | 0.02% | −3,335−38.0% | Reduced |
| StoneX Group Inc. | 5,446 | $203.4K | 0.02% | +5,446 | New |
| B. Metzler seel. Sohn & Co. AG | 5,449 | $203.5K | 0.00% | +5,449 | New |
| Glenview Trust Co | 5,451 | $203.6K | 0.00% | +5,451 | New |
| Stony Point Wealth Management Inc. | 5,533 | $206.7K | 0.10% | +5,533 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $206.7K | 0.04% | +5,535 | New |
| Equitable Holdings, Inc. | 5,618 | $209.8K | 0.00% | +5,618 | New |
| Vinva Investment Management Ltd | 5,589 | $210.4K | 0.01% | +5,589 | New |
| Lowe Brockenbrough & Co Inc | 5,650 | $211.0K | 0.02% | +5,650 | New |
| Private Trust Co NA | 5,654 | $211.2K | 0.02% | −81−1.4% | Reduced |
| Capital CS Group, LLC | 5,671 | $211.8K | 0.23% | +5,671 | New |
| Meridian Wealth Partners, LLC | 5,690 | $212.5K | 0.04% | +5,690 | New |
| Quantinno Capital Management LP | 5,717 | $214.0K | 0.01% | +5,717 | New |
| Daymark Wealth Partners, LLC | 5,775 | $215.7K | 0.01% | +5,775 | New |
| Investment Management Corp of Ontario | 5,821 | $217.4K | 0.01% | +5,821 | New |
| Girard Partners Ltd. | 5,821 | $217.4K | 0.02% | −463−7.4% | Reduced |
| Stillwater Capital Advisors, LLC | 5,879 | $219.6K | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 5,904 | $220.5K | 0.00% | +5,904 | New |
| Charter Research & Investment Group, Inc. | 5,930 | $221.5K | 0.18% | 00.0% | Unchanged |
| Choate Investment Advisors | 6,078 | $227.0K | 0.01% | +6,078 | New |
| Kingfisher Capital LLC | 6,108 | $228.0K | 0.06% | +42+0.7% | Added |
| Fort Washington Investment Advisors Inc | 6,119 | $228.5K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 6,148 | $229.6K | 0.00% | −587−8.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 6,157 | $230.0K | 0.01% | +6,157 | New |
| Charter Trust Co | 6,167 | $230.3K | 0.02% | +100+1.6% | Added |
| Meeder Advisory Services, Inc. | 6,167 | $230.3K | 0.03% | +6,167 | New |
| Prio Wealth Limited Partnership | 6,174 | $230.6K | 0.01% | −58−0.9% | Reduced |
| Sequoia Financial Advisors, LLC | 6,175 | $230.6K | 0.00% | +6,175 | New |
| Axq Capital, LP | 6,176 | $230.7K | 0.06% | +6,176 | New |
| Tower Wealth Partners, Inc. | 6,215 | $232.1K | 0.16% | +44+0.7% | Added |
| MidWestOne Financial Group, Inc. | 6,250 | $233.4K | 0.04% | 00.0% | Unchanged |