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 |
|---|---|---|---|---|---|
| Eqis Capital Management, Inc. | 43,168 | $1.60M | 0.13% | −15,982−27.0% | Reduced |
| Prudential Financial Inc | 43,163 | $1.60M | 0.00% | −35,949−45.4% | Reduced |
| Citadel Advisors LLC | 43,064 | $1.60M | 0.00% | −1,151,877−96.4% | Reduced |
| Baird Financial Group, Inc. | 43,032 | $1.59M | 0.00% | −1,665−3.7% | Reduced |
| Toronto Dominion Bank | 42,919 | $1.59M | 0.00% | −7,204−14.4% | Reduced |
| Kestra Advisory Services, LLC | 42,808 | $1.59M | 0.01% | +7,878+22.6% | Added |
| Jefferies Financial Group Inc. | 42,525 | $1.58M | 0.03% | +42,525 | New |
| Utah Retirement Systems | 42,498 | $1.57M | 0.02% | +400+1.0% | Added |
| Xponance, Inc. | 42,364 | $1.57M | 0.02% | +12,407+41.4% | Added |
| Allianz Asset Management GmbH | 41,742 | $1.55M | 0.00% | −232,471−84.8% | Reduced |
| Tredje AP-fonden | 41,458 | $1.54M | 0.02% | +1,674+4.2% | Added |
| Clear Harbor Asset Management, LLC | 40,979 | $1.52M | 0.13% | −35,200−46.2% | Reduced |
| Citigroup Inc | 40,727 | $1.51M | 0.00% | −18,605−31.4% | Reduced |
| Degroof Petercam Asset Management | 39,900 | $1.48M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 39,816 | $1.48M | 0.03% | −7,386−15.6% | Reduced |
| Pathstone Holdings, LLC | 38,329 | $1.42M | 0.01% | +15,686+69.3% | Added |
| Pacer Advisors, Inc. | 37,929 | $1.41M | 0.00% | −7,016−15.6% | Reduced |
| Mariner, LLC | 37,305 | $1.38M | 0.00% | −6,897−15.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 37,254 | $1.38M | 0.02% | +27,698+289.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 37,058 | $1.37M | 0.00% | +3,919+11.8% | Added |
| Secure Asset Management, LLC | 37,007 | $1.37M | 0.32% | +2,065+5.9% | Added |
| TFG Advisers LLC | 36,531 | $1.35M | 0.53% | −3,845−9.5% | Reduced |
| Toth Financial Advisory Corp | 35,516 | $1.32M | 0.16% | +13,928+64.5% | Added |
| USS Investment Management Ltd | 34,900 | $1.29M | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 33,908 | $1.26M | 0.00% | −238,827−87.6% | Reduced |
| Mercer Global Advisors Inc | 33,388 | $1.24M | 0.00% | −2,330−6.5% | Reduced |
| Addison Capital Co | 33,308 | $1.23M | 0.61% | +2,257+7.3% | Added |
| Modera Wealth Management, LLC | 32,503 | $1.20M | 0.02% | −29−0.1% | Reduced |
| British Columbia Investment Management Corp | 30,998 | $1.15M | 0.01% | +2,088+7.2% | Added |
| New York Life Investment Management LLC | 30,288 | $1.12M | 0.01% | +209+0.7% | Added |
| Nissay Asset Management Corp | 30,050 | $1.11M | 0.01% | +1,412+4.9% | Added |
| CIBC Private Wealth Group, LLC | 29,427 | $1.08M | 0.00% | −603−2.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 28,726 | $1.06M | 0.30% | −3,526−10.9% | Reduced |
| Federated Hermes, Inc. | 28,576 | $1.06M | 0.00% | −1,689−5.6% | Reduced |
| Jmac Enterprises LLC | 28,568 | $1.06M | 0.20% | −191−0.7% | Reduced |
| Pathway Financial Advisers, LLC | 27,868 | $1.03M | 0.37% | +2,406+9.4% | Added |
| Philadelphia Trust Co | 27,630 | $1.02M | 0.08% | +16,798+155.1% | Added |
| Bryn Mawr Trust Co | 27,618 | $1.02M | 0.04% | +27,618 | New |
| Godshalk Welsh Capital Management, Inc. | 27,586 | $1.02M | 0.69% | 00.0% | Unchanged |
| Community Bank, N.A. | 27,316 | $1.01M | 0.13% | −2,725−9.1% | Reduced |
| State of Alaska, Department of Revenue | 27,271 | $1.01M | 0.01% | +130+0.5% | Added |
| Continuum Advisory, LLC | 26,032 | $1.01M | 0.15% | −1,400−5.1% | Reduced |
| First Business Financial Services, Inc. | 26,753 | $991.2K | 0.11% | +367+1.4% | Added |
| apricus wealth, LLC | 26,262 | $973.0K | 0.68% | 00.0% | Unchanged |
| Blackhill Capital Inc | 26,041 | $964.8K | 0.06% | 00.0% | Unchanged |
| Haverford Trust Co | 25,145 | $931.6K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 25,154 | $924.7K | 0.00% | +6,757+36.7% | Added |
| Arkadios Wealth Advisors | 24,429 | $905.1K | 0.07% | −774−3.1% | Reduced |
| Axxcess Wealth Management, LLC | 24,419 | $904.7K | 0.03% | +50.0% | Added |
| Advisors Asset Management, Inc. | 24,319 | $901.0K | 0.02% | −583−2.3% | Reduced |
| Wealthcare Advisory Partners LLC | 24,270 | $899.2K | 0.03% | +1,723+7.6% | Added |
| Elo Mutual Pension Insurance Co | 23,723 | $879.0K | 0.02% | +1,785+8.1% | Added |
| Public Sector Pension Investment Board | 23,643 | $876.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 23,492 | $870.4K | 0.22% | +41+0.2% | Added |
| Krilogy Financial LLC | 23,440 | $868.5K | 0.07% | +6,007+34.5% | Added |
| Carnegie Capital Asset Management, LLC | 23,345 | $864.9K | 0.03% | +10.0% | Added |
| Man Group plc | 22,984 | $851.6K | 0.00% | −5,849−20.3% | Reduced |
| Vestcor Inc | 22,232 | $824.0K | 0.03% | −4,296−16.2% | Reduced |
| Daiwa Securities Group Inc. | 22,208 | $823.0K | 0.00% | −1,491−6.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,897 | $811.3K | 0.01% | +330+1.5% | Added |
| Rothschild Investment LLC | 21,885 | $810.8K | 0.06% | +402+1.9% | Added |
| Truist Financial Corp | 21,696 | $803.8K | 0.00% | +2,832+15.0% | Added |
| Blue Bell Private Wealth Management, LLC | 21,502 | $796.6K | 0.17% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 21,400 | $792.9K | 0.03% | −28,000−56.7% | Reduced |
| J.W. Cole Advisors, Inc. | 21,421 | $790.6K | 0.04% | +1,159+5.7% | Added |
| Aspire Private Capital, LLC | 21,176 | $784.6K | 0.21% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 21,103 | $781.9K | 0.00% | −4,265−16.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,334 | $781.8K | 0.00% | +3,843+24.8% | Added |
| Agf Management Ltd | 20,955 | $776.4K | 0.00% | +8,961+74.7% | Added |
| Gulf International Bank (UK) Ltd | 20,877 | $773.0K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 20,677 | $766.1K | 0.02% | −531−2.5% | Reduced |
| Moors & Cabot, Inc. | 20,663 | $765.6K | 0.04% | +1,786+9.5% | Added |
| Cullen Capital Management LLC | 20,633 | $764.5K | 0.01% | +7,222+53.9% | Added |
| Atria Wealth Solutions, Inc. | 20,597 | $763.1K | 0.01% | −1,446−6.6% | Reduced |
| Bernardo Wealth Planning LLC | 20,560 | $761.8K | 0.21% | −289−1.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 20,389 | $755.4K | 0.06% | +60.0% | Added |
| Schroder Investment Management Group | 20,265 | $750.8K | 0.00% | −830−3.9% | Reduced |
| Crossmark Global Holdings, Inc. | 19,419 | $719.0K | 0.01% | +336+1.8% | Added |
| Wealthspire Advisors, LLC | 19,173 | $710.4K | 0.01% | −113−0.6% | Reduced |
| Lee Financial Co | 18,991 | $703.6K | 0.12% | +18,991 | New |
| Provenance Wealth Advisors, LLC | 18,980 | $703.2K | 0.10% | +1,125+6.3% | Added |
| Penobscot Investment Management Company, Inc. | 18,975 | $703.0K | 0.07% | 00.0% | Unchanged |
| Versor Investments LP | 18,767 | $695.3K | 0.14% | −3,900−17.2% | Reduced |
| Mitchell Sinkler & Starr | 18,702 | $692.9K | 0.17% | −20,368−52.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 18,296 | $681.9K | 0.00% | +4,355+31.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 18,341 | $680.0K | 0.01% | +10,254+126.8% | Added |
| ELCO Management Co., LLC | 18,352 | $679.9K | 0.41% | +5,758+45.7% | Added |
| Intech Investment Management LLC | 17,932 | $664.4K | 0.01% | +4,009+28.8% | Added |
| Smithfield Trust Co | 17,769 | $659.0K | 0.03% | +500+2.9% | Added |
| United Services Automobile Association | 17,629 | $653.2K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 17,249 | $638.9K | 0.50% | −2,525−12.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,972 | $628.8K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 16,792 | $622.1K | 0.05% | −729−4.2% | Reduced |
| Kathmere Capital Management, LLC | 16,345 | $605.6K | 0.07% | −3,902−19.3% | Reduced |
| US Bancorp | 16,315 | $604.5K | 0.00% | −4,798−22.7% | Reduced |
| D.A. Davidson & Co. | 15,772 | $584.4K | 0.01% | −2,643−14.4% | Reduced |
| Loudon Investment Management, LLC | 15,463 | $572.9K | 0.33% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 15,255 | $565.2K | 0.23% | +15,255 | New |
| First Pacific Financial | 15,029 | $556.8K | 0.16% | +1,271+9.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 15,000 | $556.0K | 0.28% | +15,000 | New |