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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 0 | $0 | 0.00% | −46,740−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −44,326−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −38,100−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −35,869−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −35,453−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −31,618−100.0% | Sold out |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −30,690−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −28,323−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −19,086−100.0% | Sold out |
| Liberty One Investment Management, LLC | 0 | $0 | 0.00% | −17,505−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −16,159−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −15,714−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,820−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −14,446−100.0% | Sold out |
| Spinnaker Trust | 0 | $0 | 0.00% | −13,815−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −11,687−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −9,461−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,381−100.0% | Sold out |
| Rockland Trust Co | 0 | $0 | 0.00% | −8,307−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −7,683−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −7,637−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −7,512−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −7,104−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −7,024−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −6,823−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −6,768−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −6,176−100.0% | Sold out |
| Charter Trust Co | 0 | $0 | 0.00% | −6,167−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −6,119−100.0% | Sold out |
| Kingfisher Capital LLC | 0 | $0 | 0.00% | −6,108−100.0% | Sold out |
| Stillwater Capital Advisors, LLC | 0 | $0 | 0.00% | −5,879−100.0% | Sold out |
| Girard Partners Ltd. | 0 | $0 | 0.00% | −5,821−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −5,821−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −5,775−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −5,690−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −5,451−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −5,446−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −5,362−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −4,873−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,410−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,376−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −2,552−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,514−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −1,183−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −678−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sonen Capital LLC | – | – | – | – | Not filed |
| Alan B. Lancz & Associates, Inc. | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |
| Strategic Investment Solutions, Inc. | – | – | – | – | Not filed |