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 |
|---|---|---|---|---|---|
| Fulcrum Capital LLC | 6,250 | $233.4K | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 6,293 | $235.0K | 0.00% | +6,293 | New |
| Nations Financial Group Inc, | 6,309 | $235.7K | 0.02% | −100−1.6% | Reduced |
| Anchor Investment Management, LLC | 6,393 | $238.8K | 0.03% | +26+0.4% | Added |
| Oppenheimer & Co Inc | 6,408 | $239.3K | 0.00% | −310−4.6% | Reduced |
| Natixis Investment Managers International | 6,522 | $243.6K | 0.02% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 6,635 | $247.8K | 0.13% | +6,635 | New |
| Cresset Asset Management, LLC | 6,760 | $252.5K | 0.00% | +6,760 | New |
| Algert Global LLC | 6,768 | $252.8K | 0.01% | −3,150−31.8% | Reduced |
| Advisors Capital Management, LLC | 6,790 | $254.0K | 0.01% | −2,828−29.4% | Reduced |
| Charter Oak Capital Management, LLC | 6,823 | $254.9K | 0.03% | +53+0.8% | Added |
| Northstar Asset Management LLC | 6,835 | $255.3K | 0.07% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 6,864 | $256.4K | 0.11% | +423+6.6% | Added |
| Beacon Pointe Advisors, LLC | 6,877 | $256.9K | 0.00% | −248−3.5% | Reduced |
| CIBC World Markets Corp | 7,000 | $261.4K | 0.00% | +7,000 | New |
| LVW Advisors, LLC | 7,000 | $261.4K | 0.05% | +7,000 | New |
| Machina Capital S.A.S. | 7,017 | $262.1K | 0.17% | +7,017 | New |
| Congress Wealth Management LLC | 7,024 | $262.4K | 0.00% | +7,024 | New |
| Susquehanna Portfolio Strategies, LLC | 7,100 | $265.2K | 0.00% | +7,100 | New |
| RTD Financial Advisors, Inc. | 7,103 | $265.3K | 0.04% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 7,104 | $265.3K | 0.00% | −565,704−98.8% | Reduced |
| Kennedy Investment Group | 7,106 | $265.4K | 0.15% | −325−4.4% | Reduced |
| Argent Trust Co | 7,142 | $266.8K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 7,400 | $276.4K | 0.07% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,404 | $276.5K | 0.01% | +1,211+19.6% | Added |
| Balentine LLC | 7,512 | $280.6K | 0.01% | +7,512 | New |
| First Affirmative Financial Network | 7,524 | $281.0K | 0.22% | −948−11.2% | Reduced |
| CAPROCK Group, Inc. | 7,530 | $281.2K | 0.02% | +144+1.9% | Added |
| Pinnacle Associates Ltd | 7,537 | $281.5K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,541 | $281.7K | 0.01% | +986+15.0% | Added |
| LaSalle St. Investment Advisors, LLC | 7,600 | $283.8K | 0.19% | +11+0.1% | Added |
| Capstone Investment Advisors, LLC | 7,637 | $285.2K | 0.00% | +7,637 | New |
| Eisler Capital (UK) Ltd. | 7,683 | $287.0K | 0.03% | +7,683 | New |
| Armstrong Advisory Group, Inc | 7,739 | $289.1K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,872 | $294.0K | 0.00% | +7+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,087 | $302.0K | 0.01% | −1,606−16.6% | Reduced |
| Birch Hill Investment Advisors LLC | 8,253 | $308.3K | 0.02% | 00.0% | Unchanged |
| Rockland Trust Co | 8,307 | $310.3K | 0.02% | +82+1.0% | Added |
| Central Trust Co | 8,314 | $310.5K | 0.01% | −225−2.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,378 | $312.9K | 0.02% | +531+6.8% | Added |
| Bridgefront Capital, LLC | 8,381 | $313.0K | 0.24% | +8,381 | New |
| Apella Capital, LLC | 8,429 | $314.1K | 0.02% | +71+0.8% | Added |
| GSG Advisors LLC | 8,570 | $324.9K | 0.12% | −1,809−17.4% | Reduced |
| Foundations Investment Advisors, LLC | 8,907 | $326.1K | 0.01% | −180−2.0% | Reduced |
| HBK Sorce Advisory LLC | 8,733 | $326.2K | 0.01% | +448+5.4% | Added |
| Mendel Money Management | 8,745 | $326.6K | 0.16% | +515+6.3% | Added |
| Great Valley Advisor Group, Inc. | 8,840 | $330.2K | 0.01% | −598−6.3% | Reduced |
| EagleClaw Capital Managment, LLC | 9,052 | $338.1K | 0.07% | +750+9.0% | Added |
| Virtue Capital Management, LLC | 9,023 | $338.8K | 0.07% | −10,409−53.6% | Reduced |
| Phoenix Holdings Ltd. | 9,017 | $339.1K | 0.01% | −313−3.4% | Reduced |
| Marcum Wealth, LLC | 9,089 | $339.5K | 0.04% | −7−0.1% | Reduced |
| Assenagon Asset Management S.A. | 9,301 | $347.4K | 0.00% | −228,726−96.1% | Reduced |
| Quadrant Capital Group LLC | 9,402 | $351.2K | 0.03% | +4,476+90.9% | Added |
| Ossiam | 9,412 | $351.5K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 9,461 | $356.6K | 0.04% | −259−2.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,556 | $356.9K | 0.00% | +9,556 | New |
| Signaturefd, LLC | 9,640 | $360.0K | 0.01% | +2,673+38.4% | Added |
| Wealth Effects LLC | 9,655 | $360.6K | 0.14% | −3,449−26.3% | Reduced |
| HB Wealth Management, LLC | 9,758 | $364.5K | 0.01% | +552+6.0% | Added |
| RSM US Wealth Management LLC | 9,791 | $365.7K | 0.01% | −626−6.0% | Reduced |
| CWM, LLC | 9,964 | $372.0K | 0.00% | +6,108+158.4% | Added |
| Procyon Private Wealth Partners, LLC | 10,024 | $374.4K | 0.03% | +20+0.2% | Added |
| Longfellow Investment Management Co LLC | 10,190 | $380.6K | 0.09% | +3,203+45.8% | Added |
| Ferguson Wellman Capital Management, Inc | 10,205 | $381.2K | 0.01% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 10,347 | $386.0K | 0.31% | +977+10.4% | Added |
| QRG Capital Management, Inc. | 10,609 | $396.2K | 0.01% | +629+6.3% | Added |
| BKD Wealth Advisors, LLC | 10,653 | $397.9K | 0.01% | +90+0.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,656 | $398.0K | 0.18% | 00.0% | Unchanged |
| Welch & Forbes LLC | 10,687 | $399.2K | 0.01% | −133−1.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $399.6K | 0.00% | −131−1.2% | Reduced |
| Keybank National Association | 10,713 | $400.1K | 0.00% | +964+9.9% | Added |
| TrinityPoint Wealth, LLC | 10,772 | $402.3K | 0.07% | +10.0% | Added |
| Institute for Wealth Management, LLC. | 10,830 | $404.5K | 0.07% | −345−3.1% | Reduced |
| Tiaa Trust, National Association | 10,832 | $404.6K | 0.00% | −2,258−17.2% | Reduced |
| Philadelphia Trust Co | 10,832 | $405.0K | 0.04% | −1,563−12.6% | Reduced |
| SS&H Financial Advisors, Inc. | 11,074 | $414.0K | 0.18% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 11,114 | $415.1K | 0.15% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 11,422 | $426.6K | 0.02% | −608−5.1% | Reduced |
| Teacher Retirement System of Texas | 11,540 | $431.0K | 0.00% | −7,914−40.7% | Reduced |
| United Capital Financial Advisers, LLC | 11,625 | $434.2K | 0.00% | +11,625 | New |
| Diversified, LLC | 11,660 | $435.5K | 0.09% | +40.0% | Added |
| Cipher Capital LP | 11,687 | $436.5K | 0.14% | +4,209+56.3% | Added |
| Ieq Capital, LLC | 11,743 | $438.6K | 0.01% | −5,025−30.0% | Reduced |
| Captrust Financial Advisors | 11,845 | $442.4K | 0.00% | +4,478+60.8% | Added |
| Agf Management Ltd | 11,994 | $448.0K | 0.00% | −860−6.7% | Reduced |
| ELCO Management Co., LLC | 12,594 | $470.4K | 0.31% | −880−6.5% | Reduced |
| Vontobel Holding Ltd. | 12,613 | $471.1K | 0.00% | −1,092−8.0% | Reduced |
| Raymond James Trust N.A. | 12,817 | $478.7K | 0.01% | +4,182+48.4% | Added |
| Illinois Municipal Retirement Fund | 12,828 | $479.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 12,826 | $479.1K | 0.00% | +447+3.6% | Added |
| Conestoga Capital Advisors, LLC | 13,087 | $488.8K | 0.01% | +3,150+31.7% | Added |
| Spirit of America Management Corp | 13,200 | $493.0K | 0.11% | +400+3.1% | Added |
| Stock Yards Bank & Trust Co | 13,222 | $493.8K | 0.02% | −3,415−20.5% | Reduced |
| Glen Eagle Advisors, LLC | 13,381 | $499.8K | 0.10% | −589−4.2% | Reduced |
| Cullen Capital Management LLC | 13,411 | $500.9K | 0.01% | +3,093+30.0% | Added |
| Clean Yield Group | 13,520 | $505.0K | 0.21% | −1,430−9.6% | Reduced |
| Bank of Nova Scotia | 13,606 | $508.2K | 0.00% | +6,149+82.5% | Added |
| Ingalls & Snyder LLC | 13,713 | $512.0K | 0.02% | −5,809−29.8% | Reduced |
| First Pacific Financial | 13,758 | $513.9K | 0.16% | +104+0.8% | Added |
| Spinnaker Trust | 13,815 | $516.0K | 0.04% | 00.0% | Unchanged |