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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 17,521 | $654.4K | 0.06% | +664+3.9% | Added |
| Liberty One Investment Management, LLC | 17,505 | $653.8K | 0.08% | −711−3.9% | Reduced |
| Krilogy Financial LLC | 17,433 | $651.1K | 0.06% | +17,433 | New |
| Smithfield Trust Co | 17,269 | $645.0K | 0.04% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,972 | $633.9K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,335 | $610.1K | 0.00% | −250−1.5% | Reduced |
| Point72 Europe (London) LLP | 16,159 | $603.5K | 0.08% | +16,159 | New |
| Northwest & Ethical Investments L.P. | 15,714 | $586.9K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 15,491 | $578.6K | 0.00% | −1,068−6.4% | Reduced |
| Loudon Investment Management, LLC | 15,463 | $577.5K | 0.36% | 00.0% | Unchanged |
| Fiduciary Trust Co | 15,350 | $573.3K | 0.01% | −568−3.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 15,035 | $561.4K | 0.02% | −20.0% | Reduced |
| Engineers Gate Manager LP | 14,820 | $553.5K | 0.02% | −9,402−38.8% | Reduced |
| Rowland & Co Investment Counsel | 14,730 | $550.2K | 0.13% | −1,770−10.7% | Reduced |
| Shell Asset Management Co | 14,581 | $545.0K | 0.03% | −3,685−20.2% | Reduced |
| Petrus Trust Company, LTA | 14,446 | $539.6K | 0.05% | +14,446 | New |
| Resurgent Financial Advisors LLC | 14,413 | $538.3K | 0.33% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 14,192 | $530.1K | 0.15% | −399−2.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,941 | $520.7K | 0.00% | +9,385+206.0% | Added |
| Intech Investment Management LLC | 13,923 | $520.0K | 0.01% | −260−1.8% | Reduced |
| CIBC Asset Management Inc | 13,868 | $518.0K | 0.00% | −617−4.3% | Reduced |
| Blossom Wealth Management | 13,820 | $516.2K | 1.39% | +931+7.2% | Added |
| Spinnaker Trust | 13,815 | $516.0K | 0.04% | 00.0% | Unchanged |
| First Pacific Financial | 13,758 | $513.9K | 0.16% | +104+0.8% | Added |
| Ingalls & Snyder LLC | 13,713 | $512.0K | 0.02% | −5,809−29.8% | Reduced |
| Bank of Nova Scotia | 13,606 | $508.2K | 0.00% | +6,149+82.5% | Added |
| Clean Yield Group | 13,520 | $505.0K | 0.21% | −1,430−9.6% | Reduced |
| Cullen Capital Management LLC | 13,411 | $500.9K | 0.01% | +3,093+30.0% | Added |
| Glen Eagle Advisors, LLC | 13,381 | $499.8K | 0.10% | −589−4.2% | Reduced |
| Stock Yards Bank & Trust Co | 13,222 | $493.8K | 0.02% | −3,415−20.5% | Reduced |
| Spirit of America Management Corp | 13,200 | $493.0K | 0.11% | +400+3.1% | Added |
| Conestoga Capital Advisors, LLC | 13,087 | $488.8K | 0.01% | +3,150+31.7% | Added |
| Rockefeller Capital Management L.P. | 12,826 | $479.1K | 0.00% | +447+3.6% | Added |
| Illinois Municipal Retirement Fund | 12,828 | $479.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 12,817 | $478.7K | 0.01% | +4,182+48.4% | Added |
| Vontobel Holding Ltd. | 12,613 | $471.1K | 0.00% | −1,092−8.0% | Reduced |
| ELCO Management Co., LLC | 12,594 | $470.4K | 0.31% | −880−6.5% | Reduced |
| Agf Management Ltd | 11,994 | $448.0K | 0.00% | −860−6.7% | Reduced |
| Captrust Financial Advisors | 11,845 | $442.4K | 0.00% | +4,478+60.8% | Added |
| Ieq Capital, LLC | 11,743 | $438.6K | 0.01% | −5,025−30.0% | Reduced |
| Cipher Capital LP | 11,687 | $436.5K | 0.14% | +4,209+56.3% | Added |
| Diversified, LLC | 11,660 | $435.5K | 0.09% | +40.0% | Added |
| United Capital Financial Advisers, LLC | 11,625 | $434.2K | 0.00% | +11,625 | New |
| Teacher Retirement System of Texas | 11,540 | $431.0K | 0.00% | −7,914−40.7% | Reduced |
| Metis Global Partners, LLC | 11,422 | $426.6K | 0.02% | −608−5.1% | Reduced |
| O'Brien Greene & Co. Inc | 11,114 | $415.1K | 0.15% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 11,074 | $414.0K | 0.18% | 00.0% | Unchanged |
| Philadelphia Trust Co | 10,832 | $405.0K | 0.04% | −1,563−12.6% | Reduced |
| Tiaa Trust, National Association | 10,832 | $404.6K | 0.00% | −2,258−17.2% | Reduced |
| Institute for Wealth Management, LLC. | 10,830 | $404.5K | 0.07% | −345−3.1% | Reduced |
| TrinityPoint Wealth, LLC | 10,772 | $402.3K | 0.07% | +10.0% | Added |
| Keybank National Association | 10,713 | $400.1K | 0.00% | +964+9.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $399.6K | 0.00% | −131−1.2% | Reduced |
| Welch & Forbes LLC | 10,687 | $399.2K | 0.01% | −133−1.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,656 | $398.0K | 0.18% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 10,653 | $397.9K | 0.01% | +90+0.9% | Added |
| QRG Capital Management, Inc. | 10,609 | $396.2K | 0.01% | +629+6.3% | Added |
| W.H. Cornerstone Investments Inc. | 10,347 | $386.0K | 0.31% | +977+10.4% | Added |
| Ferguson Wellman Capital Management, Inc | 10,205 | $381.2K | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10,190 | $380.6K | 0.09% | +3,203+45.8% | Added |
| Procyon Private Wealth Partners, LLC | 10,024 | $374.4K | 0.03% | +20+0.2% | Added |
| CWM, LLC | 9,964 | $372.0K | 0.00% | +6,108+158.4% | Added |
| RSM US Wealth Management LLC | 9,791 | $365.7K | 0.01% | −626−6.0% | Reduced |
| HB Wealth Management, LLC | 9,758 | $364.5K | 0.01% | +552+6.0% | Added |
| Wealth Effects LLC | 9,655 | $360.6K | 0.14% | −3,449−26.3% | Reduced |
| Signaturefd, LLC | 9,640 | $360.0K | 0.01% | +2,673+38.4% | Added |
| O'Shaughnessy Asset Management, LLC | 9,556 | $356.9K | 0.00% | +9,556 | New |
| SeaCrest Wealth Management, LLC | 9,461 | $356.6K | 0.04% | −259−2.7% | Reduced |
| Ossiam | 9,412 | $351.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9,402 | $351.2K | 0.03% | +4,476+90.9% | Added |
| Assenagon Asset Management S.A. | 9,301 | $347.4K | 0.00% | −228,726−96.1% | Reduced |
| Marcum Wealth, LLC | 9,089 | $339.5K | 0.04% | −7−0.1% | Reduced |
| Phoenix Holdings Ltd. | 9,017 | $339.1K | 0.01% | −313−3.4% | Reduced |
| Virtue Capital Management, LLC | 9,023 | $338.8K | 0.07% | −10,409−53.6% | Reduced |
| EagleClaw Capital Managment, LLC | 9,052 | $338.1K | 0.07% | +750+9.0% | Added |
| Great Valley Advisor Group, Inc. | 8,840 | $330.2K | 0.01% | −598−6.3% | Reduced |
| Mendel Money Management | 8,745 | $326.6K | 0.16% | +515+6.3% | Added |
| HBK Sorce Advisory LLC | 8,733 | $326.2K | 0.01% | +448+5.4% | Added |
| Foundations Investment Advisors, LLC | 8,907 | $326.1K | 0.01% | −180−2.0% | Reduced |
| GSG Advisors LLC | 8,570 | $324.9K | 0.12% | −1,809−17.4% | Reduced |
| Apella Capital, LLC | 8,429 | $314.1K | 0.02% | +71+0.8% | Added |
| Bridgefront Capital, LLC | 8,381 | $313.0K | 0.24% | +8,381 | New |
| Tokio Marine Asset Management Co Ltd | 8,378 | $312.9K | 0.02% | +531+6.8% | Added |
| Central Trust Co | 8,314 | $310.5K | 0.01% | −225−2.6% | Reduced |
| Rockland Trust Co | 8,307 | $310.3K | 0.02% | +82+1.0% | Added |
| Birch Hill Investment Advisors LLC | 8,253 | $308.3K | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 8,087 | $302.0K | 0.01% | −1,606−16.6% | Reduced |
| Johnson Investment Counsel Inc | 7,872 | $294.0K | 0.00% | +7+0.1% | Added |
| Armstrong Advisory Group, Inc | 7,739 | $289.1K | 0.03% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 7,683 | $287.0K | 0.03% | +7,683 | New |
| Capstone Investment Advisors, LLC | 7,637 | $285.2K | 0.00% | +7,637 | New |
| LaSalle St. Investment Advisors, LLC | 7,600 | $283.8K | 0.19% | +11+0.1% | Added |
| Profund Advisors LLC | 7,541 | $281.7K | 0.01% | +986+15.0% | Added |
| Pinnacle Associates Ltd | 7,537 | $281.5K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 7,530 | $281.2K | 0.02% | +144+1.9% | Added |
| First Affirmative Financial Network | 7,524 | $281.0K | 0.22% | −948−11.2% | Reduced |
| Balentine LLC | 7,512 | $280.6K | 0.01% | +7,512 | New |
| Wetherby Asset Management Inc | 7,404 | $276.5K | 0.01% | +1,211+19.6% | Added |
| Paradigm Asset Management Co LLC | 7,400 | $276.4K | 0.07% | 00.0% | Unchanged |
| Argent Trust Co | 7,142 | $266.8K | 0.01% | 00.0% | Unchanged |