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 |
|---|---|---|---|---|---|
| Blossom Wealth Management | 13,820 | $516.2K | 1.39% | +931+7.2% | Added |
| CIBC Asset Management Inc | 13,868 | $518.0K | 0.00% | −617−4.3% | Reduced |
| Intech Investment Management LLC | 13,923 | $520.0K | 0.01% | −260−1.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,941 | $520.7K | 0.00% | +9,385+206.0% | Added |
| Levy Wealth Management Group, LLC | 14,192 | $530.1K | 0.15% | −399−2.7% | Reduced |
| Resurgent Financial Advisors LLC | 14,413 | $538.3K | 0.33% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 14,446 | $539.6K | 0.05% | +14,446 | New |
| Shell Asset Management Co | 14,581 | $545.0K | 0.03% | −3,685−20.2% | Reduced |
| Rowland & Co Investment Counsel | 14,730 | $550.2K | 0.13% | −1,770−10.7% | Reduced |
| Engineers Gate Manager LP | 14,820 | $553.5K | 0.02% | −9,402−38.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 15,035 | $561.4K | 0.02% | −20.0% | Reduced |
| Fiduciary Trust Co | 15,350 | $573.3K | 0.01% | −568−3.6% | Reduced |
| Loudon Investment Management, LLC | 15,463 | $577.5K | 0.36% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 15,491 | $578.6K | 0.00% | −1,068−6.4% | Reduced |
| Northwest & Ethical Investments L.P. | 15,714 | $586.9K | 0.02% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 16,159 | $603.5K | 0.08% | +16,159 | New |
| Cetera Investment Advisers | 16,335 | $610.1K | 0.00% | −250−1.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,972 | $633.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 17,269 | $645.0K | 0.04% | 00.0% | Unchanged |
| Krilogy Financial LLC | 17,433 | $651.1K | 0.06% | +17,433 | New |
| Liberty One Investment Management, LLC | 17,505 | $653.8K | 0.08% | −711−3.9% | Reduced |
| Belpointe Asset Management LLC | 17,521 | $654.4K | 0.06% | +664+3.9% | Added |
| Principal Securities, Inc. | 17,543 | $655.2K | 0.02% | +17,543 | New |
| United Services Automobile Association | 17,629 | $658.4K | 0.01% | +1,373+8.4% | Added |
| Provenance Wealth Advisors, LLC | 17,855 | $666.9K | 0.09% | +630+3.7% | Added |
| Cerity Partners LLC | 18,397 | $686.9K | 0.00% | +9,483+106.4% | Added |
| D.A. Davidson & Co. | 18,415 | $687.8K | 0.01% | −421−2.2% | Reduced |
| Truist Financial Corp | 18,864 | $704.6K | 0.00% | −599−3.1% | Reduced |
| Moors & Cabot, Inc. | 18,877 | $705.1K | 0.04% | +6,246+49.4% | Added |
| Penobscot Investment Management Company, Inc. | 18,975 | $708.7K | 0.08% | 00.0% | Unchanged |
| XTX Topco Ltd | 19,086 | $712.9K | 0.16% | +12,864+206.8% | Added |
| Crossmark Global Holdings, Inc. | 19,083 | $713.0K | 0.01% | −1,041−5.2% | Reduced |
| Wealthspire Advisors, LLC | 19,286 | $720.3K | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 19,403 | $727.0K | 0.00% | −2,513−11.5% | Reduced |
| Peoples Bank | 19,774 | $738.4K | 0.59% | −92−0.5% | Reduced |
| SG Americas Securities, LLC | 19,856 | $742.0K | 0.01% | −125,803−86.4% | Reduced |
| Kathmere Capital Management, LLC | 20,247 | $756.2K | 0.10% | +20,247 | New |
| J.W. Cole Advisors, Inc. | 20,262 | $756.8K | 0.04% | +9,941+96.3% | Added |
| Pine Valley Investments Ltd Liability Co | 20,383 | $761.3K | 0.06% | +46+0.2% | Added |
| Bernardo Wealth Planning LLC | 20,849 | $778.7K | 0.25% | +255+1.2% | Added |
| Gulf International Bank (UK) Ltd | 20,877 | $779.0K | 0.02% | −2,274−9.8% | Reduced |
| Schroder Investment Management Group | 21,095 | $787.9K | 0.00% | +21,095 | New |
| US Bancorp | 21,113 | $788.6K | 0.00% | +2,107+11.1% | Added |
| Aspire Private Capital, LLC | 21,176 | $790.9K | 0.23% | +21,176 | New |
| Securian Asset Management, Inc | 21,208 | $792.1K | 0.02% | +597+2.9% | Added |
| Rothschild Investment LLC | 21,483 | $802.4K | 0.07% | +21,483 | New |
| Blue Bell Private Wealth Management, LLC | 21,502 | $803.1K | 0.19% | +18,076+527.6% | Added |
| Steward Partners Investment Advisory, LLC | 21,567 | $805.5K | 0.01% | −761−3.4% | Reduced |
| Toth Financial Advisory Corp | 21,588 | $806.3K | 0.11% | −1,555−6.7% | Reduced |
| Sonen Capital LLC | 21,589 | $806.3K | 1.53% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 21,938 | $819.0K | 0.02% | +917+4.4% | Added |
| Atria Wealth Solutions, Inc. | 22,043 | $823.3K | 0.01% | +13,630+162.0% | Added |
| Wealthcare Advisory Partners LLC | 22,547 | $842.1K | 0.03% | −3,500−13.4% | Reduced |
| Pathstone Holdings, LLC | 22,643 | $845.7K | 0.00% | +22,643 | New |
| Versor Investments LP | 22,667 | $846.6K | 0.17% | −6,300−21.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 23,344 | $871.9K | 0.03% | +20.0% | Added |
| Key Financial Inc | 23,451 | $875.9K | 0.24% | +156+0.7% | Added |
| TD Asset Management Inc | 23,466 | $876.5K | 0.00% | +5,395+29.9% | Added |
| Public Sector Pension Investment Board | 23,643 | $883.1K | 0.01% | −7,988−25.3% | Reduced |
| Daiwa Securities Group Inc. | 23,699 | $885.0K | 0.01% | +2,193+10.2% | Added |
| Axxcess Wealth Management, LLC | 24,414 | $911.9K | 0.03% | +24,414 | New |
| Advisors Asset Management, Inc. | 24,902 | $930.1K | 0.02% | +2,050+9.0% | Added |
| Natixis Advisors, L.P. | 24,956 | $932.0K | 0.00% | +3,277+15.1% | Added |
| Haverford Trust Co | 25,145 | $939.2K | 0.01% | −4,850−16.2% | Reduced |
| Arkadios Wealth Advisors | 25,203 | $941.3K | 0.08% | −120.0% | Reduced |
| Providence Wealth Advisors, LLC | 12,609 | $943.5K | 1.12% | +5,774+84.5% | Added |
| Neuberger Berman Group LLC | 25,368 | $947.5K | 0.00% | +3,335+15.1% | Added |
| Pathway Financial Advisers, LLC | 25,462 | $951.0K | 0.36% | −135−0.5% | Reduced |
| Blackhill Capital Inc | 26,041 | $972.6K | 0.08% | 00.0% | Unchanged |
| apricus wealth, LLC | 26,262 | $980.9K | 0.75% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 26,386 | $985.5K | 0.11% | −1,722−6.1% | Reduced |
| Vestcor Inc | 26,528 | $991.0K | 0.03% | +13,149+98.3% | Added |
| State of Alaska, Department of Revenue | 27,141 | $1.01M | 0.01% | −1,750−6.1% | Reduced |
| Janus Henderson Group PLC | 27,298 | $1.02M | 0.00% | +10,178+59.5% | Added |
| Continuum Advisory, LLC | 27,432 | $1.02M | 0.15% | +53+0.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 27,586 | $1.03M | 0.74% | −400−1.4% | Reduced |
| Coastline Trust Co | 28,323 | $1.06M | 0.14% | −1,072−3.6% | Reduced |
| Nissay Asset Management Corp | 28,638 | $1.07M | 0.01% | +1,185+4.3% | Added |
| Jmac Enterprises LLC | 28,759 | $1.07M | 0.23% | +533+1.9% | Added |
| Man Group plc | 28,833 | $1.08M | 0.00% | – | – |
| British Columbia Investment Management Corp | 28,910 | $1.08M | 0.01% | +6,084+26.7% | Added |
| Xponance, Inc. | 29,957 | $1.12M | 0.01% | +610+2.1% | Added |
| CIBC Private Wealth Group, LLC | 30,030 | $1.12M | 0.00% | −1,498−4.8% | Reduced |
| Community Bank, N.A. | 30,041 | $1.12M | 0.15% | +1,233+4.3% | Added |
| New York Life Investment Management LLC | 30,079 | $1.12M | 0.01% | −502−1.6% | Reduced |
| Federated Hermes, Inc. | 30,265 | $1.13M | 0.00% | −2,504−7.6% | Reduced |
| Glenmede Trust Co NA | 30,302 | $1.13M | 0.01% | −3,465−10.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 30,690 | $1.15M | 0.32% | −4,651−13.2% | Reduced |
| Addison Capital Co | 31,051 | $1.16M | 0.72% | −175−0.6% | Reduced |
| ExodusPoint Capital Management, LP | 31,618 | $1.18M | 0.01% | +31,618 | New |
| Sterling Investment Advisors, Ltd. | 32,252 | $1.20M | 0.38% | −222−0.7% | Reduced |
| Susquehanna International Group, LLP | 32,397 | $1.21M | 0.00% | −152,954−82.5% | Reduced |
| Modera Wealth Management, LLC | 32,532 | $1.22M | 0.02% | +40+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 33,139 | $1.24M | 0.00% | −633−1.9% | Reduced |
| CenterBook Partners LP | 33,494 | $1.25M | 0.15% | +7,704+29.9% | Added |
| Tower Research Capital LLC (TRC) | 33,960 | $1.27M | 0.02% | +29,653+688.5% | Added |
| AE Wealth Management LLC | 35,453 | $1.30M | 0.01% | +2,925+9.0% | Added |
| USS Investment Management Ltd | 34,900 | $1.30M | 0.01% | +34,900 | New |
| Kestra Advisory Services, LLC | 34,930 | $1.30M | 0.01% | −17,664−33.6% | Reduced |
| Secure Asset Management, LLC | 34,942 | $1.31M | 0.35% | +34,942 | New |