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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 48,800 | $1.82M | 0.07% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 48,738 | $1.82M | 0.01% | +560+1.2% | Added |
| Bessemer Group Inc | 48,397 | $1.81M | 0.00% | −2,528−5.0% | Reduced |
| Cambridge Trust Co | 47,225 | $1.76M | 0.07% | −40,703−46.3% | Reduced |
| JustInvest LLC | 47,202 | $1.76M | 0.05% | +33,318+240.0% | Added |
| Jump Financial, LLC | 46,740 | $1.75M | 0.06% | +46,740 | New |
| Robeco Institutional Asset Management B.V. | 45,331 | $1.69M | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 44,945 | $1.68M | 0.00% | +24,574+120.6% | Added |
| Baird Financial Group, Inc. | 44,697 | $1.67M | 0.00% | −13,100−22.7% | Reduced |
| Bokf, NA | 44,326 | $1.66M | 0.03% | +44,326 | New |
| Mariner, LLC | 44,202 | $1.65M | 0.00% | +9,842+28.6% | Added |
| First Personal Financial Services | 43,196 | $1.61M | 0.39% | +535+1.3% | Added |
| Utah Retirement Systems | 42,098 | $1.57M | 0.02% | +300+0.7% | Added |
| TFG Advisers LLC | 40,376 | $1.51M | 0.63% | −1,936−4.6% | Reduced |
| Bridgewater Advisors Inc. | 40,327 | $1.51M | 0.23% | −48−0.1% | Reduced |
| Degroof Petercam Asset Management | 39,900 | $1.49M | 0.02% | +39,900 | New |
| Tredje AP-fonden | 39,784 | $1.49M | 0.02% | −1,676−4.0% | Reduced |
| Mitchell Sinkler & Starr | 39,070 | $1.46M | 0.27% | +6,726+20.8% | Added |
| Verition Fund Management LLC | 38,100 | $1.42M | 0.01% | −444,703−92.1% | Reduced |
| Cetera Advisor Networks LLC | 35,869 | $1.34M | 0.01% | +836+2.4% | Added |
| Mercer Global Advisors Inc | 35,718 | $1.33M | 0.00% | −984−2.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 35,527 | $1.33M | 0.00% | +24,990+237.2% | Added |
| Secure Asset Management, LLC | 34,942 | $1.31M | 0.35% | +34,942 | New |
| Kestra Advisory Services, LLC | 34,930 | $1.30M | 0.01% | −17,664−33.6% | Reduced |
| USS Investment Management Ltd | 34,900 | $1.30M | 0.01% | +34,900 | New |
| AE Wealth Management LLC | 35,453 | $1.30M | 0.01% | +2,925+9.0% | Added |
| Tower Research Capital LLC (TRC) | 33,960 | $1.27M | 0.02% | +29,653+688.5% | Added |
| CenterBook Partners LP | 33,494 | $1.25M | 0.15% | +7,704+29.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 33,139 | $1.24M | 0.00% | −633−1.9% | Reduced |
| Modera Wealth Management, LLC | 32,532 | $1.22M | 0.02% | +40+0.1% | Added |
| Susquehanna International Group, LLP | 32,397 | $1.21M | 0.00% | −152,954−82.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 32,252 | $1.20M | 0.38% | −222−0.7% | Reduced |
| ExodusPoint Capital Management, LP | 31,618 | $1.18M | 0.01% | +31,618 | New |
| Addison Capital Co | 31,051 | $1.16M | 0.72% | −175−0.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 30,690 | $1.15M | 0.32% | −4,651−13.2% | Reduced |
| Glenmede Trust Co NA | 30,302 | $1.13M | 0.01% | −3,465−10.3% | Reduced |
| Federated Hermes, Inc. | 30,265 | $1.13M | 0.00% | −2,504−7.6% | Reduced |
| New York Life Investment Management LLC | 30,079 | $1.12M | 0.01% | −502−1.6% | Reduced |
| Community Bank, N.A. | 30,041 | $1.12M | 0.15% | +1,233+4.3% | Added |
| CIBC Private Wealth Group, LLC | 30,030 | $1.12M | 0.00% | −1,498−4.8% | Reduced |
| Xponance, Inc. | 29,957 | $1.12M | 0.01% | +610+2.1% | Added |
| British Columbia Investment Management Corp | 28,910 | $1.08M | 0.01% | +6,084+26.7% | Added |
| Man Group plc | 28,833 | $1.08M | 0.00% | – | – |
| Jmac Enterprises LLC | 28,759 | $1.07M | 0.23% | +533+1.9% | Added |
| Nissay Asset Management Corp | 28,638 | $1.07M | 0.01% | +1,185+4.3% | Added |
| Coastline Trust Co | 28,323 | $1.06M | 0.14% | −1,072−3.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 27,586 | $1.03M | 0.74% | −400−1.4% | Reduced |
| Continuum Advisory, LLC | 27,432 | $1.02M | 0.15% | +53+0.2% | Added |
| Janus Henderson Group PLC | 27,298 | $1.02M | 0.00% | +10,178+59.5% | Added |
| State of Alaska, Department of Revenue | 27,141 | $1.01M | 0.01% | −1,750−6.1% | Reduced |
| Vestcor Inc | 26,528 | $991.0K | 0.03% | +13,149+98.3% | Added |
| First Business Financial Services, Inc. | 26,386 | $985.5K | 0.11% | −1,722−6.1% | Reduced |
| apricus wealth, LLC | 26,262 | $980.9K | 0.75% | 00.0% | Unchanged |
| Blackhill Capital Inc | 26,041 | $972.6K | 0.08% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 25,462 | $951.0K | 0.36% | −135−0.5% | Reduced |
| Neuberger Berman Group LLC | 25,368 | $947.5K | 0.00% | +3,335+15.1% | Added |
| Providence Wealth Advisors, LLC | 12,609 | $943.5K | 1.12% | +5,774+84.5% | Added |
| Arkadios Wealth Advisors | 25,203 | $941.3K | 0.08% | −120.0% | Reduced |
| Haverford Trust Co | 25,145 | $939.2K | 0.01% | −4,850−16.2% | Reduced |
| Natixis Advisors, L.P. | 24,956 | $932.0K | 0.00% | +3,277+15.1% | Added |
| Advisors Asset Management, Inc. | 24,902 | $930.1K | 0.02% | +2,050+9.0% | Added |
| Axxcess Wealth Management, LLC | 24,414 | $911.9K | 0.03% | +24,414 | New |
| Daiwa Securities Group Inc. | 23,699 | $885.0K | 0.01% | +2,193+10.2% | Added |
| Public Sector Pension Investment Board | 23,643 | $883.1K | 0.01% | −7,988−25.3% | Reduced |
| TD Asset Management Inc | 23,466 | $876.5K | 0.00% | +5,395+29.9% | Added |
| Key Financial Inc | 23,451 | $875.9K | 0.24% | +156+0.7% | Added |
| Carnegie Capital Asset Management, LLC | 23,344 | $871.9K | 0.03% | +20.0% | Added |
| Versor Investments LP | 22,667 | $846.6K | 0.17% | −6,300−21.7% | Reduced |
| Pathstone Holdings, LLC | 22,643 | $845.7K | 0.00% | +22,643 | New |
| Wealthcare Advisory Partners LLC | 22,547 | $842.1K | 0.03% | −3,500−13.4% | Reduced |
| Atria Wealth Solutions, Inc. | 22,043 | $823.3K | 0.01% | +13,630+162.0% | Added |
| Elo Mutual Pension Insurance Co | 21,938 | $819.0K | 0.02% | +917+4.4% | Added |
| Sonen Capital LLC | 21,589 | $806.3K | 1.53% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 21,588 | $806.3K | 0.11% | −1,555−6.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,567 | $805.5K | 0.01% | −761−3.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 21,502 | $803.1K | 0.19% | +18,076+527.6% | Added |
| Rothschild Investment LLC | 21,483 | $802.4K | 0.07% | +21,483 | New |
| Securian Asset Management, Inc | 21,208 | $792.1K | 0.02% | +597+2.9% | Added |
| Aspire Private Capital, LLC | 21,176 | $790.9K | 0.23% | +21,176 | New |
| US Bancorp | 21,113 | $788.6K | 0.00% | +2,107+11.1% | Added |
| Schroder Investment Management Group | 21,095 | $787.9K | 0.00% | +21,095 | New |
| Gulf International Bank (UK) Ltd | 20,877 | $779.0K | 0.02% | −2,274−9.8% | Reduced |
| Bernardo Wealth Planning LLC | 20,849 | $778.7K | 0.25% | +255+1.2% | Added |
| Pine Valley Investments Ltd Liability Co | 20,383 | $761.3K | 0.06% | +46+0.2% | Added |
| J.W. Cole Advisors, Inc. | 20,262 | $756.8K | 0.04% | +9,941+96.3% | Added |
| Kathmere Capital Management, LLC | 20,247 | $756.2K | 0.10% | +20,247 | New |
| SG Americas Securities, LLC | 19,856 | $742.0K | 0.01% | −125,803−86.4% | Reduced |
| Peoples Bank | 19,774 | $738.4K | 0.59% | −92−0.5% | Reduced |
| Nordea Investment Management AB | 19,403 | $727.0K | 0.00% | −2,513−11.5% | Reduced |
| Wealthspire Advisors, LLC | 19,286 | $720.3K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 19,083 | $713.0K | 0.01% | −1,041−5.2% | Reduced |
| XTX Topco Ltd | 19,086 | $712.9K | 0.16% | +12,864+206.8% | Added |
| Penobscot Investment Management Company, Inc. | 18,975 | $708.7K | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 18,877 | $705.1K | 0.04% | +6,246+49.4% | Added |
| Truist Financial Corp | 18,864 | $704.6K | 0.00% | −599−3.1% | Reduced |
| D.A. Davidson & Co. | 18,415 | $687.8K | 0.01% | −421−2.2% | Reduced |
| Cerity Partners LLC | 18,397 | $686.9K | 0.00% | +9,483+106.4% | Added |
| Provenance Wealth Advisors, LLC | 17,855 | $666.9K | 0.09% | +630+3.7% | Added |
| United Services Automobile Association | 17,629 | $658.4K | 0.01% | +1,373+8.4% | Added |
| Principal Securities, Inc. | 17,543 | $655.2K | 0.02% | +17,543 | New |