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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 997 | $36.4K | 0.00% | +363+57.3% | Added |
| Gradient Investments LLC | 1,008 | $37.3K | 0.00% | −1,228−54.9% | Reduced |
| Quent Capital, LLC | 1,046 | $38.8K | 0.00% | −28−2.6% | Reduced |
| Truvestments Capital LLC | 1,075 | $39.8K | 0.02% | −1,091−50.4% | Reduced |
| Arrow Financial Corp | 1,082 | $40.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,083 | $40.1K | 0.00% | −71−6.2% | Reduced |
| Webster Bank, N. A. | 1,100 | $40.8K | 0.00% | +1,100 | New |
| Orion Capital Management LLC | 1,125 | $41.7K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 1,154 | $42.8K | 0.03% | +1,154 | New |
| Rosenberg Matthew Hamilton | 1,180 | $43.4K | 0.01% | −500−29.8% | Reduced |
| Carolinas Wealth Consulting LLC | 1,201 | $44.5K | 0.01% | +35+3.0% | Added |
| Peoples Financial Services Corp. | 1,250 | $46.3K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,500 | $55.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,513 | $56.1K | 0.00% | +802+112.8% | Added |
| Asset Dedication, LLC | 1,541 | $58.0K | 0.00% | +500+48.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,600 | $59.2K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,600 | $59.3K | 0.02% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 1,657 | $61.4K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $62.8K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,827 | $68.0K | 0.00% | −12,754−87.5% | Reduced |
| Geneos Wealth Management Inc. | 1,866 | $69.1K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,955 | $72.4K | 0.04% | −463−19.1% | Reduced |
| Colonial Trust Advisors | 2,042 | $75.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 2,103 | $77.9K | 0.00% | +82+4.1% | Added |
| Rakuten Investment Management, Inc. | 2,247 | $83.3K | 0.00% | +2,067+1,148.3% | Added |
| National Bank of Canada | 2,199 | $86.3K | 0.00% | +19+0.9% | Added |
| EntryPoint Capital, LLC | 2,336 | $86.5K | 0.08% | +2,336 | New |
| Colonial Trust Co | 2,400 | $88.9K | 0.02% | +1,205+100.8% | Added |
| Citizens National Bank Trust Department | 2,450 | $90.8K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,489 | $92.2K | 0.00% | +79+3.3% | Added |
| Bartlett & Co. Wealth Management LLC | 2,531 | $93.8K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 2,543 | $94.0K | 0.02% | +92+3.8% | Added |
| GPS Wealth Strategies Group, LLC | 2,538 | $94.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,564 | $95.0K | 0.00% | +502+24.3% | Added |
| Allworth Financial LP | 2,691 | $99.7K | 0.00% | +12+0.4% | Added |
| Hazlett, Burt & Watson, Inc. | 2,738 | $101.0K | 0.06% | −257−8.6% | Reduced |
| Kempen Capital Management N.V. | 2,820 | $104.5K | 0.00% | +372+15.2% | Added |
| Washington Trust Co | 2,930 | $108.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,075 | $113.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,096 | $114.7K | 0.01% | +1,221+65.1% | Added |
| Hanson & Doremus Investment Management | 3,142 | $116.0K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,137 | $116.2K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,163 | $117.2K | 0.00% | +3+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 3,220 | $119.3K | 0.00% | +1,067+49.6% | Added |
| Bank of New Hampshire | 3,250 | $120.4K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,341 | $124.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,370 | $124.9K | 0.03% | +140+4.3% | Added |
| Sound Income Strategies, LLC | 3,418 | $126.6K | 0.01% | +10.0% | Added |
| Tompkins Financial Corp | 3,419 | $126.7K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,451 | $128.0K | 0.00% | +668+24.0% | Added |
| GWM Advisors LLC | 3,692 | $136.8K | 0.00% | −304−7.6% | Reduced |
| UniSuper Management Pty Ltd | 3,700 | $137.1K | 0.00% | +1,900+105.6% | Added |
| Whittier Trust Co | 3,755 | $139.1K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 4,033 | $149.4K | 0.01% | −2,489−38.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,064 | $150.6K | 0.00% | −1,325−24.6% | Reduced |
| Fifth Third Bancorp | 4,258 | $157.8K | 0.00% | +364+9.3% | Added |
| Centaurus Financial, Inc. | 4,848 | $180.0K | 0.01% | +3+0.1% | Added |
| Blume Capital Management, Inc. | 5,055 | $187.3K | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,372 | $199.0K | 0.00% | −14,484−72.9% | Reduced |
| Huntington National Bank | 5,404 | $200.2K | 0.00% | +30+0.6% | Added |
| Equitable Holdings, Inc. | 5,420 | $200.8K | 0.00% | −198−3.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,449 | $201.9K | 0.00% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 5,462 | $202.4K | 0.08% | +5,462 | New |
| Susquehanna International Group, LLP | 5,503 | $203.9K | 0.00% | −26,894−83.0% | Reduced |
| Stony Point Wealth Management Inc. | 5,533 | $205.0K | 0.09% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $205.1K | 0.04% | 00.0% | Unchanged |
| Hartline Investment Corp | 5,535 | $205.1K | 0.04% | +5,535 | New |
| Paradigm Asset Management Co LLC | 5,550 | $205.6K | 0.05% | −1,850−25.0% | Reduced |
| Zacks Investment Management | 5,556 | $205.8K | 0.00% | +5,556 | New |
| TD Private Client Wealth LLC | 5,584 | $206.9K | 0.01% | +5,563+26,490.5% | Added |
| Vinva Investment Management Ltd | 5,589 | $207.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 5,632 | $208.7K | 0.02% | −22−0.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,650 | $209.3K | 0.01% | 00.0% | Unchanged |
| Capital CS Group, LLC | 5,671 | $210.1K | 0.21% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 5,895 | $218.4K | 0.00% | +5,895 | New |
| Charter Research & Investment Group, Inc. | 5,930 | $219.7K | 0.17% | 00.0% | Unchanged |
| Commerce Bank | 6,060 | $224.5K | 0.00% | +156+2.6% | Added |
| Prio Wealth Limited Partnership | 6,174 | $228.7K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 6,188 | $229.0K | 0.00% | +471+8.2% | Added |
| MONECO Advisors, LLC | 6,188 | $229.3K | 0.04% | +6,188 | New |
| NorthRock Partners, LLC | 6,219 | $230.4K | 0.01% | +6,219 | New |
| MidWestOne Financial Group, Inc. | 6,250 | $231.6K | 0.04% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,250 | $231.6K | 0.05% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 6,292 | $233.1K | 0.15% | +77+1.2% | Added |
| Sigma Planning Corp | 6,293 | $233.2K | 0.01% | +851+15.6% | Added |
| Nations Financial Group Inc, | 6,297 | $233.3K | 0.02% | −12−0.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,338 | $234.6K | 0.00% | +6,338 | New |
| Anchor Investment Management, LLC | 6,419 | $237.8K | 0.02% | +26+0.4% | Added |
| Argent Trust Co | 6,442 | $238.7K | 0.01% | −700−9.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 6,491 | $240.5K | 0.01% | +334+5.4% | Added |
| Meeder Advisory Services, Inc. | 6,506 | $241.0K | 0.02% | +339+5.5% | Added |
| Pullen Investment Management, LLC | 6,573 | $243.5K | 0.21% | +6,573 | New |
| Teacher Retirement System of Texas | 6,601 | $245.0K | 0.00% | −4,939−42.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,650 | $246.4K | 0.03% | +6,650 | New |
| Providence Wealth Advisors, LLC | 6,835 | $248.8K | 0.21% | −5,774−45.8% | Reduced |
| Advisors Capital Management, LLC | 6,790 | $252.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 6,826 | $252.9K | 0.00% | −116,277−94.5% | Reduced |
| Northstar Asset Management LLC | 6,835 | $253.2K | 0.06% | 00.0% | Unchanged |
| LVW Advisors, LLC | 7,000 | $259.4K | 0.04% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 7,100 | $263.1K | 0.01% | 00.0% | Unchanged |