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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,972 | $628.8K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 17,249 | $638.9K | 0.50% | −2,525−12.8% | Reduced |
| United Services Automobile Association | 17,629 | $653.2K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 17,769 | $659.0K | 0.03% | +500+2.9% | Added |
| Intech Investment Management LLC | 17,932 | $664.4K | 0.01% | +4,009+28.8% | Added |
| ELCO Management Co., LLC | 18,352 | $679.9K | 0.41% | +5,758+45.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 18,341 | $680.0K | 0.01% | +10,254+126.8% | Added |
| Federation des caisses Desjardins du Quebec | 18,296 | $681.9K | 0.00% | +4,355+31.2% | Added |
| Mitchell Sinkler & Starr | 18,702 | $692.9K | 0.17% | −20,368−52.1% | Reduced |
| Versor Investments LP | 18,767 | $695.3K | 0.14% | −3,900−17.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,975 | $703.0K | 0.07% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18,980 | $703.2K | 0.10% | +1,125+6.3% | Added |
| Lee Financial Co | 18,991 | $703.6K | 0.12% | +18,991 | New |
| Wealthspire Advisors, LLC | 19,173 | $710.4K | 0.01% | −113−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 19,419 | $719.0K | 0.01% | +336+1.8% | Added |
| Schroder Investment Management Group | 20,265 | $750.8K | 0.00% | −830−3.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 20,389 | $755.4K | 0.06% | +60.0% | Added |
| Bernardo Wealth Planning LLC | 20,560 | $761.8K | 0.21% | −289−1.4% | Reduced |
| Atria Wealth Solutions, Inc. | 20,597 | $763.1K | 0.01% | −1,446−6.6% | Reduced |
| Cullen Capital Management LLC | 20,633 | $764.5K | 0.01% | +7,222+53.9% | Added |
| Moors & Cabot, Inc. | 20,663 | $765.6K | 0.04% | +1,786+9.5% | Added |
| Securian Asset Management, Inc | 20,677 | $766.1K | 0.02% | −531−2.5% | Reduced |
| Gulf International Bank (UK) Ltd | 20,877 | $773.0K | 0.02% | 00.0% | Unchanged |
| Agf Management Ltd | 20,955 | $776.4K | 0.00% | +8,961+74.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,334 | $781.8K | 0.00% | +3,843+24.8% | Added |
| Neuberger Berman Group LLC | 21,103 | $781.9K | 0.00% | −4,265−16.8% | Reduced |
| Aspire Private Capital, LLC | 21,176 | $784.6K | 0.21% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 21,421 | $790.6K | 0.04% | +1,159+5.7% | Added |
| Aquatic Capital Management LLC | 21,400 | $792.9K | 0.03% | −28,000−56.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 21,502 | $796.6K | 0.17% | 00.0% | Unchanged |
| Truist Financial Corp | 21,696 | $803.8K | 0.00% | +2,832+15.0% | Added |
| Rothschild Investment LLC | 21,885 | $810.8K | 0.06% | +402+1.9% | Added |
| Steward Partners Investment Advisory, LLC | 21,897 | $811.3K | 0.01% | +330+1.5% | Added |
| Daiwa Securities Group Inc. | 22,208 | $823.0K | 0.00% | −1,491−6.3% | Reduced |
| Vestcor Inc | 22,232 | $824.0K | 0.03% | −4,296−16.2% | Reduced |
| Man Group plc | 22,984 | $851.6K | 0.00% | −5,849−20.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 23,345 | $864.9K | 0.03% | +10.0% | Added |
| Krilogy Financial LLC | 23,440 | $868.5K | 0.07% | +6,007+34.5% | Added |
| Key Financial Inc | 23,492 | $870.4K | 0.22% | +41+0.2% | Added |
| Public Sector Pension Investment Board | 23,643 | $876.0K | 0.01% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 23,723 | $879.0K | 0.02% | +1,785+8.1% | Added |
| Wealthcare Advisory Partners LLC | 24,270 | $899.2K | 0.03% | +1,723+7.6% | Added |
| Advisors Asset Management, Inc. | 24,319 | $901.0K | 0.02% | −583−2.3% | Reduced |
| Axxcess Wealth Management, LLC | 24,419 | $904.7K | 0.03% | +50.0% | Added |
| Arkadios Wealth Advisors | 24,429 | $905.1K | 0.07% | −774−3.1% | Reduced |
| Cerity Partners LLC | 25,154 | $924.7K | 0.00% | +6,757+36.7% | Added |
| Haverford Trust Co | 25,145 | $931.6K | 0.01% | 00.0% | Unchanged |
| Blackhill Capital Inc | 26,041 | $964.8K | 0.06% | 00.0% | Unchanged |
| apricus wealth, LLC | 26,262 | $973.0K | 0.68% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 26,753 | $991.2K | 0.11% | +367+1.4% | Added |
| Continuum Advisory, LLC | 26,032 | $1.01M | 0.15% | −1,400−5.1% | Reduced |
| State of Alaska, Department of Revenue | 27,271 | $1.01M | 0.01% | +130+0.5% | Added |
| Community Bank, N.A. | 27,316 | $1.01M | 0.13% | −2,725−9.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 27,586 | $1.02M | 0.69% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 27,618 | $1.02M | 0.04% | +27,618 | New |
| Philadelphia Trust Co | 27,630 | $1.02M | 0.08% | +16,798+155.1% | Added |
| Pathway Financial Advisers, LLC | 27,868 | $1.03M | 0.37% | +2,406+9.4% | Added |
| Jmac Enterprises LLC | 28,568 | $1.06M | 0.20% | −191−0.7% | Reduced |
| Federated Hermes, Inc. | 28,576 | $1.06M | 0.00% | −1,689−5.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 28,726 | $1.06M | 0.30% | −3,526−10.9% | Reduced |
| CIBC Private Wealth Group, LLC | 29,427 | $1.08M | 0.00% | −603−2.0% | Reduced |
| Nissay Asset Management Corp | 30,050 | $1.11M | 0.01% | +1,412+4.9% | Added |
| New York Life Investment Management LLC | 30,288 | $1.12M | 0.01% | +209+0.7% | Added |
| British Columbia Investment Management Corp | 30,998 | $1.15M | 0.01% | +2,088+7.2% | Added |
| Modera Wealth Management, LLC | 32,503 | $1.20M | 0.02% | −29−0.1% | Reduced |
| Addison Capital Co | 33,308 | $1.23M | 0.61% | +2,257+7.3% | Added |
| Mercer Global Advisors Inc | 33,388 | $1.24M | 0.00% | −2,330−6.5% | Reduced |
| KBC Group NV | 33,908 | $1.26M | 0.00% | −238,827−87.6% | Reduced |
| USS Investment Management Ltd | 34,900 | $1.29M | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 35,516 | $1.32M | 0.16% | +13,928+64.5% | Added |
| TFG Advisers LLC | 36,531 | $1.35M | 0.53% | −3,845−9.5% | Reduced |
| Secure Asset Management, LLC | 37,007 | $1.37M | 0.32% | +2,065+5.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 37,058 | $1.37M | 0.00% | +3,919+11.8% | Added |
| O'Shaughnessy Asset Management, LLC | 37,254 | $1.38M | 0.02% | +27,698+289.8% | Added |
| Mariner, LLC | 37,305 | $1.38M | 0.00% | −6,897−15.6% | Reduced |
| Pacer Advisors, Inc. | 37,929 | $1.41M | 0.00% | −7,016−15.6% | Reduced |
| Pathstone Holdings, LLC | 38,329 | $1.42M | 0.01% | +15,686+69.3% | Added |
| JustInvest LLC | 39,816 | $1.48M | 0.03% | −7,386−15.6% | Reduced |
| Degroof Petercam Asset Management | 39,900 | $1.48M | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 40,727 | $1.51M | 0.00% | −18,605−31.4% | Reduced |
| Clear Harbor Asset Management, LLC | 40,979 | $1.52M | 0.13% | −35,200−46.2% | Reduced |
| Tredje AP-fonden | 41,458 | $1.54M | 0.02% | +1,674+4.2% | Added |
| Allianz Asset Management GmbH | 41,742 | $1.55M | 0.00% | −232,471−84.8% | Reduced |
| Xponance, Inc. | 42,364 | $1.57M | 0.02% | +12,407+41.4% | Added |
| Utah Retirement Systems | 42,498 | $1.57M | 0.02% | +400+1.0% | Added |
| Jefferies Financial Group Inc. | 42,525 | $1.58M | 0.03% | +42,525 | New |
| Kestra Advisory Services, LLC | 42,808 | $1.59M | 0.01% | +7,878+22.6% | Added |
| Toronto Dominion Bank | 42,919 | $1.59M | 0.00% | −7,204−14.4% | Reduced |
| Baird Financial Group, Inc. | 43,032 | $1.59M | 0.00% | −1,665−3.7% | Reduced |
| Citadel Advisors LLC | 43,064 | $1.60M | 0.00% | −1,151,877−96.4% | Reduced |
| Prudential Financial Inc | 43,163 | $1.60M | 0.00% | −35,949−45.4% | Reduced |
| Eqis Capital Management, Inc. | 43,168 | $1.60M | 0.13% | −15,982−27.0% | Reduced |
| First Personal Financial Services | 43,674 | $1.62M | 0.38% | +478+1.1% | Added |
| CI Private Wealth, LLC | 45,733 | $1.69M | 0.00% | −6,280−12.1% | Reduced |
| Bridgewater Advisors Inc. | 47,070 | $1.74M | 0.26% | +6,743+16.7% | Added |
| Ossiam | 47,829 | $1.77M | 0.03% | +38,417+408.2% | Added |
| Cambridge Trust Co | 47,993 | $1.78M | 0.07% | +768+1.6% | Added |
| Swiss Life Asset Management Ltd | 48,231 | $1.79M | 0.02% | −44,497−48.0% | Reduced |
| Nisa Investment Advisors, LLC | 48,438 | $1.79M | 0.01% | −497−1.0% | Reduced |
| Panagora Asset Management Inc | 48,738 | $1.81M | 0.01% | 00.0% | Unchanged |