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, Q1 2024
Institutional positions in Essential Utilities, Inc. as of Mar 31, 2024. 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
- 592
- −24 vs. Q4 2023
- Shares held
- 213.5M
- +9.16M (+4.5%) vs. Q4 2023
- Total value
- $7.90B
- +$272.4M (+3.6%) vs. Q4 2023
- New holders
- 44
- 235 more added
- Sold out
- 68
- 196 more reduced
7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rakuten Securities, Inc. | 3 | $111 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $148 | 0.00% | −1,200−99.7% | Reduced |
| Cedar Mountain Advisors, LLC | 7 | $266 | 0.00% | +1+16.7% | Added |
| True Wealth Design, LLC | 10 | $371 | 0.00% | −237−96.0% | Reduced |
| Headlands Technologies LLC | 13 | $482 | 0.00% | +13 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $747 | 0.00% | +8+66.7% | Added |
| Tucker Asset Management LLC | 21 | $778 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $853 | 0.00% | +1+4.5% | Added |
| Newbridge Financial Services Group, Inc. | 26 | $963 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 27 | $1.01K | 0.00% | +27 | New |
| DiNuzzo Private Wealth, Inc. | 30 | $1.11K | 0.00% | +3+11.1% | Added |
| Arlington Trust Co LLC | 30 | $1.11K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 31 | $1.15K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 32 | $1.19K | 0.00% | +20+166.7% | Added |
| Quest Partners LLC | 34 | $1.26K | 0.00% | −935−96.5% | Reduced |
| Sachetta, LLC | 34 | $1.27K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 45 | $1.67K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 46 | $1.70K | 0.00% | −376−89.1% | Reduced |
| Smartleaf Asset Management LLC | 48 | $1.77K | 0.00% | −373−88.6% | Reduced |
| Hexagon Capital Partners LLC | 49 | $1.81K | 0.00% | −14−22.2% | Reduced |
| WR Wealth Planners, LLC | 50 | $1.85K | 0.00% | +50 | New |
| Birchbrook, Inc. | 51 | $1.90K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 60 | $2.00K | 0.00% | −802−93.0% | Reduced |
| Avion Wealth | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 57 | $2.11K | 0.00% | +13+29.5% | Added |
| Venturi Wealth Management, LLC | 71 | $2.65K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 75 | $2.78K | 0.00% | −75−50.0% | Reduced |
| Bear Mountain Capital, Inc. | 87 | $3.00K | 0.00% | +1+1.2% | Added |
| Farmers & Merchants Investments Inc | 104 | $3.85K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 113 | $4.19K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 116 | $4.30K | 0.00% | +1+0.9% | Added |
| ICA Group Wealth Management, LLC | 125 | $4.63K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 156 | $5.78K | 0.00% | +63+67.7% | Added |
| LGT Financial Advisors LLC | 157 | $5.82K | 0.01% | −184−54.0% | Reduced |
| New England Capital Financial Advisors LLC | 157 | $5.82K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 164 | $6.08K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 175 | $6.15K | 0.00% | +175 | New |
| Cape Investment Advisory, Inc. | 174 | $6.43K | 0.00% | +174 | New |
| Godsey & Gibb Associates | 188 | $6.97K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 193 | $7.15K | 0.00% | +193 | New |
| Glass Jacobson Investment Advisors llc | 200 | $7.41K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 200 | $7.41K | 0.00% | +200 | New |
| Sofos Investments, Inc. | 209 | $7.80K | 0.00% | +209 | Added |
| First Horizon Advisors, Inc. | 223 | $8.26K | 0.00% | +6+2.8% | Added |
| Private Wealth Management Group, LLC | 242 | $8.97K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 268 | $9.80K | 0.00% | −380−58.6% | Reduced |
| Creative Financial Designs Inc | 273 | $10.1K | 0.00% | +138+102.2% | Added |
| Versant Capital Management, Inc | 274 | $10.2K | 0.00% | +160+140.4% | Added |
| Archer Investment Corp | 293 | $10.9K | 0.00% | −1,958−87.0% | Reduced |
| CNB Bank | 300 | $11.1K | 0.01% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 325 | $11.9K | 0.00% | +325 | New |
| Financial Connections Group, Inc. | 300 | $12.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 325 | $12.0K | 0.00% | +325 | New |
| Concord Wealth Partners | 344 | $12.7K | 0.00% | +3+0.9% | Added |
| Bruce G. Allen Investments, LLC | 374 | $13.9K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 375 | $13.9K | 0.02% | 00.0% | Unchanged |
| Robbins Farley LLC | 375 | $13.9K | 0.01% | 00.0% | Unchanged |
| City State Bank | 380 | $14.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 404 | $14.9K | 0.00% | −24−5.6% | Reduced |
| Bessemer Group Inc | 412 | $15.0K | 0.00% | −47,985−99.1% | Reduced |
| JFS Wealth Advisors, LLC | 406 | $15.0K | 0.00% | +43+11.8% | Added |
| Pinnacle Bancorp, Inc. | 423 | $15.7K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 439 | $16.0K | 0.00% | −56−11.3% | Reduced |
| Covestor Ltd | 424 | $16.0K | 0.01% | +103+32.1% | Added |
| CoreCap Advisors, LLC | 461 | $17.1K | 0.00% | +461 | New |
| Brown Brothers Harriman & Co | 468 | $17.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 493 | $18.3K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 498 | $18.5K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 500 | $18.5K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 500 | $18.5K | 0.00% | +34+7.3% | Added |
| Catalyst Capital Advisors LLC | 500 | $18.5K | 0.00% | +34+7.3% | Added |
| BFSG, LLC | 504 | $18.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 506 | $18.7K | 0.00% | +84+19.9% | Added |
| Independence Bank of Kentucky | 528 | $19.6K | 0.01% | +528 | New |
| HHM Wealth Advisors, LLC | 561 | $20.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 566 | $21.0K | 0.00% | −40−6.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 625 | $23.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 625 | $23.2K | 0.00% | +625 | New |
| Halpern Financial, Inc. | 658 | $23.7K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 650 | $24.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $24.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 650 | $24.1K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 666 | $24.7K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 699 | $25.9K | 0.01% | +626+857.5% | Added |
| Catalyst Funds Management Pty Ltd | 700 | $25.9K | 0.01% | +700 | New |
| SOA Wealth Advisors, LLC. | 705 | $26.1K | 0.01% | −2,201−75.7% | Reduced |
| Princeton Global Asset Management LLC | 705 | $26.1K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 750 | $27.8K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 753 | $27.9K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $29.7K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 813 | $30.1K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 862 | $31.9K | 0.00% | +862 | New |
| Chelsea Counsel Co | 900 | $33.3K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 917 | $34.0K | 0.01% | −60−6.1% | Reduced |
| Lindbrook Capital, LLC | 936 | $34.7K | 0.00% | +199+27.0% | Added |
| Proequities, Inc. | 957 | $35.5K | 0.00% | −2−0.2% | Reduced |
| Delta Asset Management LLC | 960 | $35.6K | 0.00% | −300−23.8% | Reduced |
| Motco | 969 | $35.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 959 | $36.0K | 0.00% | +109+12.8% | Added |