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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 1,866 | $69.7K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,815 | $67.8K | 0.00% | +10+0.6% | Added |
| UniSuper Management Pty Ltd | 1,800 | $67.2K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $63.3K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,680 | $62.7K | 0.02% | −400−19.2% | Reduced |
| Bromfield Sneider Wealth Advisors | 1,657 | $61.9K | 0.04% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,600 | $59.8K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,600 | $59.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,500 | $56.0K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,260 | $47.1K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,250 | $46.7K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,204 | $45.0K | 0.00% | +4+0.3% | Added |
| Colonial Trust Co | 1,195 | $44.6K | 0.01% | −150−11.2% | Reduced |
| Northwest Financial Advisors | 1,183 | $44.2K | 0.04% | +1,183 | New |
| Carolinas Wealth Consulting LLC | 1,166 | $43.5K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,125 | $42.0K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,082 | $40.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,074 | $40.1K | 0.01% | +32+3.1% | Added |
| Ronald Blue Trust, Inc. | 1,154 | $39.0K | 0.00% | +121+11.7% | Added |
| Asset Dedication, LLC | 1,041 | $39.0K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 977 | $36.5K | 0.01% | +338+52.9% | Added |
| Motco | 969 | $36.2K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 969 | $36.2K | 0.01% | +969 | New |
| Tradition Wealth Management, LLC | 955 | $36.0K | 0.00% | +679+246.0% | Added |
| Proequities, Inc. | 959 | $35.8K | 0.00% | +127+15.3% | Added |
| Chelsea Counsel Co | 900 | $33.6K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 891 | $33.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 850 | $32.0K | 0.00% | +118+16.1% | Added |
| Valley National Advisers Inc | 862 | $32.0K | 0.01% | +842+4,210.0% | Added |
| Addison Advisors LLC | 813 | $30.4K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $30.0K | 0.03% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 777 | $29.0K | 0.01% | +317+68.9% | Added |
| MCF Advisors LLC | 753 | $28.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 750 | $28.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 737 | $27.5K | 0.00% | +325+78.9% | Added |
| Massmutual Trust Co FSB | 711 | $26.6K | 0.00% | +610+604.0% | Added |
| Princeton Global Asset Management LLC | 705 | $26.3K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 678 | $25.3K | 0.05% | +678 | New |
| Halpern Financial, Inc. | 658 | $24.9K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 666 | $24.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 648 | $24.2K | 0.00% | +279+75.6% | Added |
| Resources Management Corp | 650 | $24.0K | 0.00% | −400−38.1% | Reduced |
| First PREMIER Bank | 650 | $24.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 634 | $23.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 650 | $23.5K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 625 | $23.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 606 | $22.6K | 0.00% | +534+741.7% | Added |
| Strategic Investment Solutions, Inc. | 584 | $21.8K | 0.00% | +584 | New |
| HHM Wealth Advisors, LLC | 561 | $21.0K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 504 | $18.8K | 0.00% | +504 | New |
| Barrett & Company, Inc. | 500 | $18.7K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 500 | $18.7K | 0.00% | +500 | New |
| M&R Capital Management Inc | 498 | $18.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 493 | $18.4K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 495 | $18.0K | 0.00% | −6,602−93.0% | Reduced |
| Brown Brothers Harriman & Co | 468 | $17.5K | 0.00% | −1,000−68.1% | Reduced |
| Millburn Ridgefield Corp | 466 | $17.4K | 0.00% | −100−17.7% | Reduced |
| Catalyst Capital Advisors LLC | 466 | $17.4K | 0.00% | −100−17.7% | Reduced |
| Farther Finance Advisors, LLC | 428 | $16.0K | 0.00% | +356+494.4% | Added |
| Smartleaf Asset Management LLC | 421 | $15.8K | 0.00% | +421 | New |
| Pinnacle Bancorp, Inc. | 423 | $15.8K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 422 | $15.8K | 0.02% | +422 | New |
| IFP Advisors, Inc | 422 | $15.7K | 0.00% | +10+2.4% | Added |
| Robbins Farley LLC | 375 | $14.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 375 | $14.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 380 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 374 | $14.0K | 0.01% | +374 | New |
| JFS Wealth Advisors, LLC | 363 | $13.6K | 0.00% | +6+1.7% | Added |
| LGT Financial Advisors LLC | 341 | $12.7K | 0.02% | −36−9.5% | Reduced |
| Concord Wealth Partners | 341 | $12.7K | 0.00% | +3+0.9% | Added |
| New Millennium Group LLC | 332 | $12.4K | 0.01% | +3+0.9% | Added |
| Covestor Ltd | 321 | $12.0K | 0.01% | +9+2.9% | Added |
| CNB Bank | 300 | $11.2K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 266 | $9.94K | 0.00% | +108+68.4% | Added |
| True Wealth Design, LLC | 247 | $9.23K | 0.00% | +241+4,016.7% | Added |
| Private Wealth Management Group, LLC | 242 | $9.04K | 0.00% | +242 | New |
| GW&K Investment Management, LLC | 250 | $9.00K | 0.00% | +105+72.4% | Added |
| First Horizon Advisors, Inc. | 217 | $8.10K | 0.00% | +212+4,240.0% | Added |
| South State Corp. | 201 | $7.51K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $7.47K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 188 | $7.02K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 181 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 180 | $6.78K | 0.00% | +180 | New |
| Turtle Creek Wealth Advisors, LLC | 168 | $6.28K | 0.00% | +168 | New |
| Sandy Spring Bank | 164 | $6.13K | 0.00% | −554−77.2% | Reduced |
| New England Capital Financial Advisors LLC | 157 | $5.86K | 0.00% | −9−5.4% | Reduced |
| Maryland Capital Advisors Inc. | 150 | $5.60K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 140 | $5.23K | 0.00% | −164−53.9% | Reduced |
| Creative Financial Designs Inc | 135 | $5.06K | 0.00% | −85−38.6% | Reduced |
| ICA Group Wealth Management, LLC | 125 | $4.67K | 0.00% | +125 | New |
| SRS Capital Advisors, Inc. | 115 | $4.29K | 0.00% | +115 | New |
| Versant Capital Management, Inc | 114 | $4.26K | 0.00% | +12+11.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 113 | $4.22K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 104 | $3.88K | 0.00% | −510−83.1% | Reduced |
| Castleview Partners, LLC | 93 | $3.47K | 0.00% | +93 | New |
| Bear Mountain Capital, Inc. | 86 | $3.25K | 0.00% | +86 | New |
| Tradewinds Capital Management, LLC | 73 | $2.73K | 0.00% | +1+1.4% | Added |
| Venturi Wealth Management, LLC | 71 | $2.65K | 0.00% | +1+1.4% | Added |
| Hexagon Capital Partners LLC | 63 | $2.35K | 0.00% | −25−28.4% | Reduced |