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 |
|---|---|---|---|---|---|
| Pullen Investment Management, LLC | 6,573 | $243.5K | 0.21% | +6,573 | New |
| Meeder Advisory Services, Inc. | 6,506 | $241.0K | 0.02% | +339+5.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 6,491 | $240.5K | 0.01% | +334+5.4% | Added |
| Argent Trust Co | 6,442 | $238.7K | 0.01% | −700−9.8% | Reduced |
| Anchor Investment Management, LLC | 6,419 | $237.8K | 0.02% | +26+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,338 | $234.6K | 0.00% | +6,338 | New |
| Nations Financial Group Inc, | 6,297 | $233.3K | 0.02% | −12−0.2% | Reduced |
| Sigma Planning Corp | 6,293 | $233.2K | 0.01% | +851+15.6% | Added |
| Tower Wealth Partners, Inc. | 6,292 | $233.1K | 0.15% | +77+1.2% | Added |
| MidWestOne Financial Group, Inc. | 6,250 | $231.6K | 0.04% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,250 | $231.6K | 0.05% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,219 | $230.4K | 0.01% | +6,219 | New |
| MONECO Advisors, LLC | 6,188 | $229.3K | 0.04% | +6,188 | New |
| Quantinno Capital Management LP | 6,188 | $229.0K | 0.00% | +471+8.2% | Added |
| Prio Wealth Limited Partnership | 6,174 | $228.7K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 6,060 | $224.5K | 0.00% | +156+2.6% | Added |
| Charter Research & Investment Group, Inc. | 5,930 | $219.7K | 0.17% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 5,895 | $218.4K | 0.00% | +5,895 | New |
| Capital CS Group, LLC | 5,671 | $210.1K | 0.21% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 5,650 | $209.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 5,632 | $208.7K | 0.02% | −22−0.4% | Reduced |
| Vinva Investment Management Ltd | 5,589 | $207.1K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,584 | $206.9K | 0.01% | +5,563+26,490.5% | Added |
| Zacks Investment Management | 5,556 | $205.8K | 0.00% | +5,556 | New |
| Paradigm Asset Management Co LLC | 5,550 | $205.6K | 0.05% | −1,850−25.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $205.1K | 0.04% | 00.0% | Unchanged |
| Hartline Investment Corp | 5,535 | $205.1K | 0.04% | +5,535 | New |
| Stony Point Wealth Management Inc. | 5,533 | $205.0K | 0.09% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 5,503 | $203.9K | 0.00% | −26,894−83.0% | Reduced |
| Delap Wealth Advisory, LLC | 5,462 | $202.4K | 0.08% | +5,462 | New |
| B. Metzler seel. Sohn & Co. AG | 5,449 | $201.9K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 5,420 | $200.8K | 0.00% | −198−3.5% | Reduced |
| Huntington National Bank | 5,404 | $200.2K | 0.00% | +30+0.6% | Added |
| SG Americas Securities, LLC | 5,372 | $199.0K | 0.00% | −14,484−72.9% | Reduced |
| Blume Capital Management, Inc. | 5,055 | $187.3K | 0.05% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,848 | $180.0K | 0.01% | +3+0.1% | Added |
| Fifth Third Bancorp | 4,258 | $157.8K | 0.00% | +364+9.3% | Added |
| Allspring Global Investments Holdings, LLC | 4,064 | $150.6K | 0.00% | −1,325−24.6% | Reduced |
| Natixis Investment Managers International | 4,033 | $149.4K | 0.01% | −2,489−38.2% | Reduced |
| Whittier Trust Co | 3,755 | $139.1K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,700 | $137.1K | 0.00% | +1,900+105.6% | Added |
| GWM Advisors LLC | 3,692 | $136.8K | 0.00% | −304−7.6% | Reduced |
| Ci Investments Inc. | 3,451 | $128.0K | 0.00% | +668+24.0% | Added |
| Tompkins Financial Corp | 3,419 | $126.7K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,418 | $126.6K | 0.01% | +10.0% | Added |
| GAMMA Investing LLC | 3,370 | $124.9K | 0.03% | +140+4.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,341 | $124.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,250 | $120.4K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,220 | $119.3K | 0.00% | +1,067+49.6% | Added |
| Global Retirement Partners, LLC | 3,163 | $117.2K | 0.00% | +3+0.1% | Added |
| V-Square Quantitative Management LLC | 3,137 | $116.2K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,142 | $116.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,096 | $114.7K | 0.01% | +1,221+65.1% | Added |
| Spire Wealth Management | 3,075 | $113.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,930 | $108.6K | 0.00% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 2,820 | $104.5K | 0.00% | +372+15.2% | Added |
| Hazlett, Burt & Watson, Inc. | 2,738 | $101.0K | 0.06% | −257−8.6% | Reduced |
| Allworth Financial LP | 2,691 | $99.7K | 0.00% | +12+0.4% | Added |
| Harbour Investments, Inc. | 2,564 | $95.0K | 0.00% | +502+24.3% | Added |
| GPS Wealth Strategies Group, LLC | 2,538 | $94.0K | 0.02% | 00.0% | Unchanged |
| Kepos Capital LP | 2,543 | $94.0K | 0.02% | +92+3.8% | Added |
| Bartlett & Co. Wealth Management LLC | 2,531 | $93.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,489 | $92.2K | 0.00% | +79+3.3% | Added |
| Citizens National Bank Trust Department | 2,450 | $90.8K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 2,400 | $88.9K | 0.02% | +1,205+100.8% | Added |
| EntryPoint Capital, LLC | 2,336 | $86.5K | 0.08% | +2,336 | New |
| National Bank of Canada | 2,199 | $86.3K | 0.00% | +19+0.9% | Added |
| Rakuten Investment Management, Inc. | 2,247 | $83.3K | 0.00% | +2,067+1,148.3% | Added |
| Umb Bank N A | 2,103 | $77.9K | 0.00% | +82+4.1% | Added |
| Colonial Trust Advisors | 2,042 | $75.7K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,955 | $72.4K | 0.04% | −463−19.1% | Reduced |
| Geneos Wealth Management Inc. | 1,866 | $69.1K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,827 | $68.0K | 0.00% | −12,754−87.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $62.8K | 0.03% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 1,657 | $61.4K | 0.04% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,600 | $59.3K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,600 | $59.2K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,541 | $58.0K | 0.00% | +500+48.0% | Added |
| Massmutual Trust Co FSB | 1,513 | $56.1K | 0.00% | +802+112.8% | Added |
| Atlantic Trust, LLC | 1,500 | $55.6K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,250 | $46.3K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,201 | $44.5K | 0.01% | +35+3.0% | Added |
| Rosenberg Matthew Hamilton | 1,180 | $43.4K | 0.01% | −500−29.8% | Reduced |
| Riverview Trust Co | 1,154 | $42.8K | 0.03% | +1,154 | New |
| Orion Capital Management LLC | 1,125 | $41.7K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,100 | $40.8K | 0.00% | +1,100 | New |
| Ronald Blue Trust, Inc. | 1,083 | $40.1K | 0.00% | −71−6.2% | Reduced |
| Arrow Financial Corp | 1,082 | $40.1K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,075 | $39.8K | 0.02% | −1,091−50.4% | Reduced |
| Quent Capital, LLC | 1,046 | $38.8K | 0.00% | −28−2.6% | Reduced |
| Gradient Investments LLC | 1,008 | $37.3K | 0.00% | −1,228−54.9% | Reduced |
| TD Waterhouse Canada Inc. | 997 | $36.4K | 0.00% | +363+57.3% | Added |
| Capital Advisors, Ltd. LLC | 959 | $36.0K | 0.00% | +109+12.8% | Added |
| Motco | 969 | $35.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 960 | $35.6K | 0.00% | −300−23.8% | Reduced |
| Proequities, Inc. | 957 | $35.5K | 0.00% | −2−0.2% | Reduced |
| Lindbrook Capital, LLC | 936 | $34.7K | 0.00% | +199+27.0% | Added |
| VisionPoint Advisory Group, LLC | 917 | $34.0K | 0.01% | −60−6.1% | Reduced |
| Chelsea Counsel Co | 900 | $33.3K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 862 | $31.9K | 0.00% | +862 | New |