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 |
|---|---|---|---|---|---|
| Kennedy Investment Group | 7,106 | $265.4K | 0.15% | −325−4.4% | Reduced |
| Balyasny Asset Management LLC | 7,104 | $265.3K | 0.00% | −565,704−98.8% | Reduced |
| RTD Financial Advisors, Inc. | 7,103 | $265.3K | 0.04% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 7,100 | $265.2K | 0.00% | +7,100 | New |
| Congress Wealth Management LLC | 7,024 | $262.4K | 0.00% | +7,024 | New |
| Machina Capital S.A.S. | 7,017 | $262.1K | 0.17% | +7,017 | New |
| 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 |
| Beacon Pointe Advisors, LLC | 6,877 | $256.9K | 0.00% | −248−3.5% | Reduced |
| Gitterman Wealth Management, LLC | 6,864 | $256.4K | 0.11% | +423+6.6% | Added |
| Northstar Asset Management LLC | 6,835 | $255.3K | 0.07% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 6,823 | $254.9K | 0.03% | +53+0.8% | Added |
| Advisors Capital Management, LLC | 6,790 | $254.0K | 0.01% | −2,828−29.4% | Reduced |
| Algert Global LLC | 6,768 | $252.8K | 0.01% | −3,150−31.8% | Reduced |
| Cresset Asset Management, LLC | 6,760 | $252.5K | 0.00% | +6,760 | New |
| Horizon Investment Services, LLC | 6,635 | $247.8K | 0.13% | +6,635 | New |
| Natixis Investment Managers International | 6,522 | $243.6K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 6,408 | $239.3K | 0.00% | −310−4.6% | Reduced |
| Anchor Investment Management, LLC | 6,393 | $238.8K | 0.03% | +26+0.4% | Added |
| Nations Financial Group Inc, | 6,309 | $235.7K | 0.02% | −100−1.6% | Reduced |
| Greenleaf Trust | 6,293 | $235.0K | 0.00% | +6,293 | New |
| MidWestOne Financial Group, Inc. | 6,250 | $233.4K | 0.04% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,250 | $233.4K | 0.06% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 6,215 | $232.1K | 0.16% | +44+0.7% | Added |
| Axq Capital, LP | 6,176 | $230.7K | 0.06% | +6,176 | New |
| Sequoia Financial Advisors, LLC | 6,175 | $230.6K | 0.00% | +6,175 | New |
| Prio Wealth Limited Partnership | 6,174 | $230.6K | 0.01% | −58−0.9% | Reduced |
| 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 |
| Sanibel Captiva Trust Company, Inc. | 6,157 | $230.0K | 0.01% | +6,157 | New |
| EP Wealth Advisors, LLC | 6,148 | $229.6K | 0.00% | −587−8.7% | Reduced |
| Fort Washington Investment Advisors Inc | 6,119 | $228.5K | 0.00% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 6,108 | $228.0K | 0.06% | +42+0.7% | Added |
| Choate Investment Advisors | 6,078 | $227.0K | 0.01% | +6,078 | New |
| Charter Research & Investment Group, Inc. | 5,930 | $221.5K | 0.18% | 00.0% | Unchanged |
| Commerce Bank | 5,904 | $220.5K | 0.00% | +5,904 | New |
| Stillwater Capital Advisors, LLC | 5,879 | $219.6K | 0.04% | 00.0% | Unchanged |
| Girard Partners Ltd. | 5,821 | $217.4K | 0.02% | −463−7.4% | Reduced |
| Investment Management Corp of Ontario | 5,821 | $217.4K | 0.01% | +5,821 | New |
| Daymark Wealth Partners, LLC | 5,775 | $215.7K | 0.01% | +5,775 | New |
| Quantinno Capital Management LP | 5,717 | $214.0K | 0.01% | +5,717 | New |
| Meridian Wealth Partners, LLC | 5,690 | $212.5K | 0.04% | +5,690 | New |
| Capital CS Group, LLC | 5,671 | $211.8K | 0.23% | +5,671 | New |
| Private Trust Co NA | 5,654 | $211.2K | 0.02% | −81−1.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,650 | $211.0K | 0.02% | +5,650 | New |
| Vinva Investment Management Ltd | 5,589 | $210.4K | 0.01% | +5,589 | New |
| Equitable Holdings, Inc. | 5,618 | $209.8K | 0.00% | +5,618 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $206.7K | 0.04% | +5,535 | New |
| Stony Point Wealth Management Inc. | 5,533 | $206.7K | 0.10% | +5,533 | New |
| Glenview Trust Co | 5,451 | $203.6K | 0.00% | +5,451 | New |
| B. Metzler seel. Sohn & Co. AG | 5,449 | $203.5K | 0.00% | +5,449 | New |
| StoneX Group Inc. | 5,446 | $203.4K | 0.02% | +5,446 | New |
| Sigma Planning Corp | 5,442 | $203.3K | 0.02% | −3,335−38.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 5,434 | $203.0K | 0.21% | −500−8.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,389 | $201.3K | 0.00% | −40,132−88.2% | Reduced |
| Huntington National Bank | 5,374 | $200.7K | 0.00% | −1,024−16.0% | Reduced |
| Headinvest, LLC | 5,362 | $200.3K | 0.04% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 5,055 | $188.8K | 0.05% | −300−5.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 4,873 | $182.0K | 0.00% | −176,147−97.3% | Reduced |
| Centaurus Financial, Inc. | 4,845 | $181.0K | 0.01% | +4+0.1% | Added |
| Manchester Capital Management LLC | 4,696 | $175.4K | 0.02% | +49+1.1% | Added |
| Simplex Trading, LLC | 4,410 | $164.0K | 0.01% | −25,084−85.0% | Reduced |
| GWM Advisors LLC | 3,996 | $149.3K | 0.00% | +2,951+282.4% | Added |
| Fifth Third Bancorp | 3,894 | $145.4K | 0.00% | +1,936+98.9% | Added |
| Whittier Trust Co | 3,755 | $140.2K | 0.00% | −18,789−83.3% | Reduced |
| Tompkins Financial Corp | 3,419 | $127.7K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,417 | $127.6K | 0.01% | −281−7.6% | Reduced |
| Advisory Services Network, LLC | 3,376 | $126.1K | 0.00% | +3,376 | New |
| Benjamin F. Edwards & Company, Inc. | 3,341 | $125.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 3,342 | $124.8K | 0.01% | +45+1.4% | Added |
| Bank of New Hampshire | 3,250 | $121.4K | 0.03% | +375+13.0% | Added |
| Global Retirement Partners, LLC | 3,160 | $119.4K | 0.00% | −263−7.7% | Reduced |
| V-Square Quantitative Management LLC | 3,137 | $117.2K | 0.03% | +1,041+49.7% | Added |
| Hanson & Doremus Investment Management | 3,142 | $117.0K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,230 | $115.8K | 0.03% | +3,230 | New |
| Spire Wealth Management | 3,075 | $113.3K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,995 | $111.0K | 0.07% | +18+0.6% | Added |
| Washington Trust Co | 2,930 | $109.4K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,906 | $108.6K | 0.02% | +24+0.8% | Added |
| Ci Investments Inc. | 2,783 | $104.0K | 0.00% | +768+38.1% | Added |
| Allworth Financial LP | 2,679 | $100.0K | 0.00% | +450+20.2% | Added |
| Bartlett & Co. Wealth Management LLC | 2,531 | $95.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| GPS Wealth Strategies Group, LLC | 2,538 | $94.8K | 0.02% | +10+0.4% | Added |
| State of Wyoming | 2,514 | $93.9K | 0.02% | +2,514 | New |
| Kepos Capital LP | 2,451 | $92.0K | 0.03% | +176+7.7% | Added |
| Citizens National Bank Trust Department | 2,450 | $91.5K | 0.02% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 2,448 | $91.4K | 0.00% | +24+1.0% | Added |
| Parallel Advisors, LLC | 2,410 | $90.0K | 0.00% | +556+30.0% | Added |
| Tower View Investment Management & Research LLC | 2,418 | $90.0K | 0.06% | −40−1.6% | Reduced |
| Archer Investment Corp | 2,251 | $84.1K | 0.03% | +10.0% | Added |
| Gradient Investments LLC | 2,236 | $83.5K | 0.00% | −200−8.2% | Reduced |
| National Bank of Canada | 2,180 | $82.4K | 0.00% | −9,981−82.1% | Reduced |
| Truvestments Capital LLC | 2,166 | $80.9K | 0.04% | +18+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 2,153 | $80.4K | 0.00% | −2,904−57.4% | Reduced |
| Harbour Investments, Inc. | 2,062 | $77.0K | 0.00% | −446−17.8% | Reduced |
| Colonial Trust Advisors | 2,042 | $76.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 2,021 | $75.5K | 0.00% | −66−3.2% | Reduced |
| Trust Co of Vermont | 1,875 | $70.0K | 0.00% | −1,145−37.9% | Reduced |