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 |
|---|---|---|---|---|---|
| RTD Financial Advisors, Inc. | 7,103 | $263.2K | 0.04% | 00.0% | Unchanged |
| Kennedy Investment Group | 7,163 | $265.4K | 0.14% | +57+0.8% | Added |
| Virtue Capital Management, LLC | 7,660 | $266.1K | 0.05% | −1,363−15.1% | Reduced |
| Wealth Effects LLC | 7,223 | $267.6K | 0.10% | −2,432−25.2% | Reduced |
| Oppenheimer & Co Inc | 7,297 | $270.4K | 0.00% | +889+13.9% | Added |
| Welch & Forbes LLC | 7,312 | $270.9K | 0.00% | −3,375−31.6% | Reduced |
| Wetherby Asset Management Inc | 7,432 | $275.4K | 0.01% | +28+0.4% | Added |
| Greenleaf Trust | 7,449 | $276.0K | 0.00% | +1,156+18.4% | Added |
| Pinnacle Associates Ltd | 7,537 | $279.2K | 0.00% | 00.0% | Unchanged |
| Lindenwold Advisors | 7,622 | $282.4K | 0.15% | +7,622 | New |
| Ascent Group, LLC | 7,661 | $283.8K | 0.03% | +7,661 | New |
| Armstrong Advisory Group, Inc | 7,739 | $289.1K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 7,804 | $289.1K | 0.01% | +1,726+28.4% | Added |
| Birch Hill Investment Advisors LLC | 7,844 | $290.6K | 0.01% | −409−5.0% | Reduced |
| Horizon Investment Services, LLC | 7,855 | $291.1K | 0.14% | +1,220+18.4% | Added |
| Johnson Investment Counsel Inc | 7,879 | $291.9K | 0.00% | +7+0.1% | Added |
| First Affirmative Financial Network | 7,910 | $293.1K | 0.22% | +386+5.1% | Added |
| LaSalle St. Investment Advisors, LLC | 7,975 | $295.0K | 0.17% | +375+4.9% | Added |
| HBK Sorce Advisory LLC | 8,064 | $298.8K | 0.01% | −669−7.7% | Reduced |
| CAPROCK Group, Inc. | 8,115 | $300.7K | 0.02% | +585+7.8% | Added |
| Tiaa Trust, National Association | 8,269 | $306.4K | 0.00% | −2,563−23.7% | Reduced |
| GSG Advisors LLC | 8,570 | $308.8K | 0.11% | 00.0% | Unchanged |
| Apella Capital, LLC | 8,505 | $312.2K | 0.02% | +76+0.9% | Added |
| Schonfeld Strategic Advisors LLC | 8,488 | $314.5K | 0.00% | +8,488 | New |
| Sequoia Financial Advisors, LLC | 8,524 | $315.8K | 0.00% | +2,349+38.0% | Added |
| Profund Advisors LLC | 8,557 | $317.0K | 0.01% | +1,016+13.5% | Added |
| EP Wealth Advisors, LLC | 8,575 | $317.7K | 0.00% | +2,427+39.5% | Added |
| Quadrant Capital Group LLC | 8,623 | $319.5K | 0.03% | −779−8.3% | Reduced |
| Beacon Pointe Advisors, LLC | 8,665 | $321.0K | 0.00% | +1,788+26.0% | Added |
| Machina Capital S.A.S. | 8,733 | $323.6K | 0.17% | +1,716+24.5% | Added |
| Great Valley Advisor Group, Inc. | 8,870 | $328.6K | 0.01% | +30+0.3% | Added |
| Foundations Investment Advisors, LLC | 8,907 | $330.0K | 0.01% | 00.0% | Unchanged |
| Mendel Money Management | 8,930 | $330.9K | 0.15% | +185+2.1% | Added |
| Keybank National Association | 9,107 | $337.4K | 0.00% | −1,606−15.0% | Reduced |
| Gitterman Wealth Management, LLC | 9,146 | $338.9K | 0.13% | +2,282+33.2% | Added |
| Marcum Wealth, LLC | 9,187 | $340.4K | 0.03% | +98+1.1% | Added |
| Manchester Capital Management LLC | 9,313 | $345.0K | 0.04% | +4,617+98.3% | Added |
| Bank of Nova Scotia | 9,314 | $345.1K | 0.00% | −4,292−31.5% | Reduced |
| Signaturefd, LLC | 9,427 | $349.3K | 0.01% | −213−2.2% | Reduced |
| Central Trust Co | 9,464 | $350.6K | 0.01% | +1,150+13.8% | Added |
| EagleClaw Capital Managment, LLC | 9,552 | $353.9K | 0.06% | +500+5.5% | Added |
| HB Wealth Management, LLC | 9,659 | $357.9K | 0.00% | −99−1.0% | Reduced |
| RSM US Wealth Management LLC | 9,791 | $362.8K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 9,898 | $366.7K | 0.00% | −1,727−14.9% | Reduced |
| Assenagon Asset Management S.A. | 9,929 | $367.9K | 0.00% | +628+6.8% | Added |
| Phoenix Holdings Ltd. | 10,181 | $376.1K | 0.01% | +1,164+12.9% | Added |
| Tokio Marine Asset Management Co Ltd | 10,196 | $377.8K | 0.02% | +1,818+21.7% | Added |
| Ferguson Wellman Capital Management, Inc | 10,205 | $378.1K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 10,223 | $378.8K | 0.00% | +10,223 | New |
| Longfellow Investment Management Co LLC | 10,260 | $380.1K | 0.09% | +70+0.7% | Added |
| Janus Henderson Group PLC | 10,264 | $380.1K | 0.00% | −17,034−62.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 10,405 | $385.5K | 0.03% | +381+3.8% | Added |
| W.H. Cornerstone Investments Inc. | 10,438 | $387.0K | 0.28% | +91+0.9% | Added |
| Principal Securities, Inc. | 10,453 | $387.3K | 0.01% | −7,090−40.4% | Reduced |
| Atomi Financial Group, Inc. | 10,496 | $388.9K | 0.04% | +10,496 | New |
| CWM, LLC | 10,604 | $393.0K | 0.00% | +640+6.4% | Added |
| CIBC World Markets Corp | 10,630 | $393.8K | 0.00% | +3,630+51.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,656 | $394.8K | 0.17% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $396.4K | 0.00% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 10,737 | $397.8K | 0.01% | +84+0.8% | Added |
| Diversified, LLC | 10,821 | $400.9K | 0.06% | −839−7.2% | Reduced |
| Institute for Wealth Management, LLC. | 10,881 | $403.1K | 0.05% | +51+0.5% | Added |
| TrinityPoint Wealth, LLC | 10,961 | $406.1K | 0.07% | +189+1.8% | Added |
| Tower Research Capital LLC (TRC) | 11,025 | $408.5K | 0.01% | −22,935−67.5% | Reduced |
| Cresset Asset Management, LLC | 11,063 | $409.9K | 0.00% | +4,303+63.7% | Added |
| SS&H Financial Advisors, Inc. | 11,074 | $410.0K | 0.17% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 11,114 | $411.8K | 0.14% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,274 | $417.7K | 0.00% | −571−4.8% | Reduced |
| Stock Yards Bank & Trust Co | 11,542 | $427.6K | 0.01% | −1,680−12.7% | Reduced |
| Simplicity Wealth,LLC | 11,765 | $435.9K | 0.01% | +11,765 | New |
| Ieq Capital, LLC | 11,799 | $437.2K | 0.01% | +56+0.5% | Added |
| Bleakley Financial Group, LLC | 11,844 | $438.8K | 0.01% | +11,844 | New |
| QRG Capital Management, Inc. | 12,016 | $445.2K | 0.01% | +1,407+13.3% | Added |
| Farmers Trust Co | 12,169 | $450.9K | 0.09% | −106,246−89.7% | Reduced |
| Metis Global Partners, LLC | 12,178 | $451.2K | 0.02% | +756+6.6% | Added |
| Glen Eagle Advisors, LLC | 12,476 | $462.2K | 0.09% | −905−6.8% | Reduced |
| YHB Investment Advisors, Inc. | 12,496 | $463.0K | 0.04% | −38,385−75.4% | Reduced |
| Fiduciary Trust Co | 12,676 | $469.6K | 0.01% | −2,674−17.4% | Reduced |
| Illinois Municipal Retirement Fund | 12,828 | $475.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 13,008 | $481.9K | 0.01% | +191+1.5% | Added |
| Conestoga Capital Advisors, LLC | 13,087 | $484.9K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 13,200 | $489.1K | 0.10% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13,338 | $494.0K | 0.02% | −375−2.7% | Reduced |
| Clean Yield Group | 13,520 | $500.9K | 0.19% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 13,939 | $516.4K | 0.00% | +71+0.5% | Added |
| Blossom Wealth Management | 14,235 | $527.4K | 1.27% | +415+3.0% | Added |
| Levy Wealth Management Group, LLC | 14,192 | $530.1K | 0.15% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 14,361 | $532.1K | 0.02% | −154,777−91.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,414 | $533.9K | 0.02% | −621−4.1% | Reduced |
| Resurgent Financial Advisors LLC | 14,413 | $534.0K | 0.28% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 14,730 | $545.7K | 0.12% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 14,935 | $553.4K | 0.00% | +2,109+16.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 15,000 | $556.0K | 0.28% | +15,000 | New |
| First Pacific Financial | 15,029 | $556.8K | 0.16% | +1,271+9.2% | Added |
| Quaker Wealth Management, LLC | 15,255 | $565.2K | 0.23% | +15,255 | New |
| Loudon Investment Management, LLC | 15,463 | $572.9K | 0.33% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 15,772 | $584.4K | 0.01% | −2,643−14.4% | Reduced |
| US Bancorp | 16,315 | $604.5K | 0.00% | −4,798−22.7% | Reduced |
| Kathmere Capital Management, LLC | 16,345 | $605.6K | 0.07% | −3,902−19.3% | Reduced |
| Belpointe Asset Management LLC | 16,792 | $622.1K | 0.05% | −729−4.2% | Reduced |