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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 14,935 | $553.4K | 0.00% | +2,109+16.4% | Added |
| Rowland & Co Investment Counsel | 14,730 | $545.7K | 0.12% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 14,413 | $534.0K | 0.28% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 14,414 | $533.9K | 0.02% | −621−4.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,361 | $532.1K | 0.02% | −154,777−91.5% | Reduced |
| Levy Wealth Management Group, LLC | 14,192 | $530.1K | 0.15% | 00.0% | Unchanged |
| Blossom Wealth Management | 14,235 | $527.4K | 1.27% | +415+3.0% | Added |
| CIBC Asset Management Inc | 13,939 | $516.4K | 0.00% | +71+0.5% | Added |
| Clean Yield Group | 13,520 | $500.9K | 0.19% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13,338 | $494.0K | 0.02% | −375−2.7% | Reduced |
| Spirit of America Management Corp | 13,200 | $489.1K | 0.10% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 13,087 | $484.9K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 13,008 | $481.9K | 0.01% | +191+1.5% | Added |
| Illinois Municipal Retirement Fund | 12,828 | $475.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 12,676 | $469.6K | 0.01% | −2,674−17.4% | Reduced |
| YHB Investment Advisors, Inc. | 12,496 | $463.0K | 0.04% | −38,385−75.4% | Reduced |
| Glen Eagle Advisors, LLC | 12,476 | $462.2K | 0.09% | −905−6.8% | Reduced |
| Metis Global Partners, LLC | 12,178 | $451.2K | 0.02% | +756+6.6% | Added |
| Farmers Trust Co | 12,169 | $450.9K | 0.09% | −106,246−89.7% | Reduced |
| QRG Capital Management, Inc. | 12,016 | $445.2K | 0.01% | +1,407+13.3% | Added |
| Bleakley Financial Group, LLC | 11,844 | $438.8K | 0.01% | +11,844 | New |
| Ieq Capital, LLC | 11,799 | $437.2K | 0.01% | +56+0.5% | Added |
| Simplicity Wealth,LLC | 11,765 | $435.9K | 0.01% | +11,765 | New |
| Stock Yards Bank & Trust Co | 11,542 | $427.6K | 0.01% | −1,680−12.7% | Reduced |
| Captrust Financial Advisors | 11,274 | $417.7K | 0.00% | −571−4.8% | Reduced |
| O'Brien Greene & Co. Inc | 11,114 | $411.8K | 0.14% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 11,074 | $410.0K | 0.17% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 11,063 | $409.9K | 0.00% | +4,303+63.7% | Added |
| Tower Research Capital LLC (TRC) | 11,025 | $408.5K | 0.01% | −22,935−67.5% | Reduced |
| TrinityPoint Wealth, LLC | 10,961 | $406.1K | 0.07% | +189+1.8% | Added |
| Institute for Wealth Management, LLC. | 10,881 | $403.1K | 0.05% | +51+0.5% | Added |
| Diversified, LLC | 10,821 | $400.9K | 0.06% | −839−7.2% | Reduced |
| BKD Wealth Advisors, LLC | 10,737 | $397.8K | 0.01% | +84+0.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $396.4K | 0.00% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,656 | $394.8K | 0.17% | 00.0% | Unchanged |
| CIBC World Markets Corp | 10,630 | $393.8K | 0.00% | +3,630+51.9% | Added |
| CWM, LLC | 10,604 | $393.0K | 0.00% | +640+6.4% | Added |
| Atomi Financial Group, Inc. | 10,496 | $388.9K | 0.04% | +10,496 | New |
| Principal Securities, Inc. | 10,453 | $387.3K | 0.01% | −7,090−40.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 10,438 | $387.0K | 0.28% | +91+0.9% | Added |
| Procyon Private Wealth Partners, LLC | 10,405 | $385.5K | 0.03% | +381+3.8% | Added |
| Janus Henderson Group PLC | 10,264 | $380.1K | 0.00% | −17,034−62.4% | Reduced |
| Longfellow Investment Management Co LLC | 10,260 | $380.1K | 0.09% | +70+0.7% | Added |
| Gateway Investment Advisers LLC | 10,223 | $378.8K | 0.00% | +10,223 | New |
| Ferguson Wellman Capital Management, Inc | 10,205 | $378.1K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 10,196 | $377.8K | 0.02% | +1,818+21.7% | Added |
| Phoenix Holdings Ltd. | 10,181 | $376.1K | 0.01% | +1,164+12.9% | Added |
| Assenagon Asset Management S.A. | 9,929 | $367.9K | 0.00% | +628+6.8% | Added |
| United Capital Financial Advisers, LLC | 9,898 | $366.7K | 0.00% | −1,727−14.9% | Reduced |
| RSM US Wealth Management LLC | 9,791 | $362.8K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 9,659 | $357.9K | 0.00% | −99−1.0% | Reduced |
| EagleClaw Capital Managment, LLC | 9,552 | $353.9K | 0.06% | +500+5.5% | Added |
| Central Trust Co | 9,464 | $350.6K | 0.01% | +1,150+13.8% | Added |
| Signaturefd, LLC | 9,427 | $349.3K | 0.01% | −213−2.2% | Reduced |
| Bank of Nova Scotia | 9,314 | $345.1K | 0.00% | −4,292−31.5% | Reduced |
| Manchester Capital Management LLC | 9,313 | $345.0K | 0.04% | +4,617+98.3% | Added |
| Marcum Wealth, LLC | 9,187 | $340.4K | 0.03% | +98+1.1% | Added |
| Gitterman Wealth Management, LLC | 9,146 | $338.9K | 0.13% | +2,282+33.2% | Added |
| Keybank National Association | 9,107 | $337.4K | 0.00% | −1,606−15.0% | Reduced |
| Mendel Money Management | 8,930 | $330.9K | 0.15% | +185+2.1% | Added |
| Foundations Investment Advisors, LLC | 8,907 | $330.0K | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 8,870 | $328.6K | 0.01% | +30+0.3% | Added |
| Machina Capital S.A.S. | 8,733 | $323.6K | 0.17% | +1,716+24.5% | Added |
| Beacon Pointe Advisors, LLC | 8,665 | $321.0K | 0.00% | +1,788+26.0% | Added |
| Quadrant Capital Group LLC | 8,623 | $319.5K | 0.03% | −779−8.3% | Reduced |
| EP Wealth Advisors, LLC | 8,575 | $317.7K | 0.00% | +2,427+39.5% | Added |
| Profund Advisors LLC | 8,557 | $317.0K | 0.01% | +1,016+13.5% | Added |
| Sequoia Financial Advisors, LLC | 8,524 | $315.8K | 0.00% | +2,349+38.0% | Added |
| Schonfeld Strategic Advisors LLC | 8,488 | $314.5K | 0.00% | +8,488 | New |
| Apella Capital, LLC | 8,505 | $312.2K | 0.02% | +76+0.9% | Added |
| GSG Advisors LLC | 8,570 | $308.8K | 0.11% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 8,269 | $306.4K | 0.00% | −2,563−23.7% | Reduced |
| CAPROCK Group, Inc. | 8,115 | $300.7K | 0.02% | +585+7.8% | Added |
| HBK Sorce Advisory LLC | 8,064 | $298.8K | 0.01% | −669−7.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 7,975 | $295.0K | 0.17% | +375+4.9% | Added |
| First Affirmative Financial Network | 7,910 | $293.1K | 0.22% | +386+5.1% | Added |
| Johnson Investment Counsel Inc | 7,879 | $291.9K | 0.00% | +7+0.1% | Added |
| Horizon Investment Services, LLC | 7,855 | $291.1K | 0.14% | +1,220+18.4% | Added |
| Birch Hill Investment Advisors LLC | 7,844 | $290.6K | 0.01% | −409−5.0% | Reduced |
| Choate Investment Advisors | 7,804 | $289.1K | 0.01% | +1,726+28.4% | Added |
| Armstrong Advisory Group, Inc | 7,739 | $289.1K | 0.03% | 00.0% | Unchanged |
| Ascent Group, LLC | 7,661 | $283.8K | 0.03% | +7,661 | New |
| Lindenwold Advisors | 7,622 | $282.4K | 0.15% | +7,622 | New |
| Pinnacle Associates Ltd | 7,537 | $279.2K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 7,449 | $276.0K | 0.00% | +1,156+18.4% | Added |
| Wetherby Asset Management Inc | 7,432 | $275.4K | 0.01% | +28+0.4% | Added |
| Welch & Forbes LLC | 7,312 | $270.9K | 0.00% | −3,375−31.6% | Reduced |
| Oppenheimer & Co Inc | 7,297 | $270.4K | 0.00% | +889+13.9% | Added |
| Wealth Effects LLC | 7,223 | $267.6K | 0.10% | −2,432−25.2% | Reduced |
| Virtue Capital Management, LLC | 7,660 | $266.1K | 0.05% | −1,363−15.1% | Reduced |
| Kennedy Investment Group | 7,163 | $265.4K | 0.14% | +57+0.8% | Added |
| RTD Financial Advisors, Inc. | 7,103 | $263.2K | 0.04% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 7,100 | $263.1K | 0.01% | 00.0% | Unchanged |
| LVW Advisors, LLC | 7,000 | $259.4K | 0.04% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 6,835 | $253.2K | 0.06% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 6,826 | $252.9K | 0.00% | −116,277−94.5% | Reduced |
| Advisors Capital Management, LLC | 6,790 | $252.0K | 0.00% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 6,835 | $248.8K | 0.21% | −5,774−45.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,650 | $246.4K | 0.03% | +6,650 | New |
| Teacher Retirement System of Texas | 6,601 | $245.0K | 0.00% | −4,939−42.8% | Reduced |