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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 813 | $30.1K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $29.7K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 753 | $27.9K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 750 | $27.8K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 705 | $26.1K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 705 | $26.1K | 0.01% | −2,201−75.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 700 | $25.9K | 0.01% | +700 | New |
| Tradewinds Capital Management, LLC | 699 | $25.9K | 0.01% | +626+857.5% | Added |
| First Command Advisory Services, Inc. | 666 | $24.7K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 650 | $24.1K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 650 | $24.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $24.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 658 | $23.7K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 625 | $23.2K | 0.00% | +625 | New |
| Cassady Schiller Wealth Management, LLC | 625 | $23.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 566 | $21.0K | 0.00% | −40−6.6% | Reduced |
| HHM Wealth Advisors, LLC | 561 | $20.8K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 528 | $19.6K | 0.01% | +528 | New |
| IFP Advisors, Inc | 506 | $18.7K | 0.00% | +84+19.9% | Added |
| BFSG, LLC | 504 | $18.7K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 500 | $18.5K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 500 | $18.5K | 0.00% | +34+7.3% | Added |
| Catalyst Capital Advisors LLC | 500 | $18.5K | 0.00% | +34+7.3% | Added |
| M&R Capital Management Inc | 498 | $18.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 493 | $18.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 468 | $17.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 461 | $17.1K | 0.00% | +461 | New |
| Banque Cantonale Vaudoise | 439 | $16.0K | 0.00% | −56−11.3% | Reduced |
| Covestor Ltd | 424 | $16.0K | 0.01% | +103+32.1% | Added |
| Pinnacle Bancorp, Inc. | 423 | $15.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 406 | $15.0K | 0.00% | +43+11.8% | Added |
| Bessemer Group Inc | 412 | $15.0K | 0.00% | −47,985−99.1% | Reduced |
| Farther Finance Advisors, LLC | 404 | $14.9K | 0.00% | −24−5.6% | Reduced |
| City State Bank | 380 | $14.0K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 375 | $13.9K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 375 | $13.9K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 374 | $13.9K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 344 | $12.7K | 0.00% | +3+0.9% | Added |
| Hilltop National Bank | 325 | $12.0K | 0.00% | +325 | New |
| Financial Connections Group, Inc. | 300 | $12.0K | 0.01% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 325 | $11.9K | 0.00% | +325 | New |
| CNB Bank | 300 | $11.1K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 293 | $10.9K | 0.00% | −1,958−87.0% | Reduced |
| Versant Capital Management, Inc | 274 | $10.2K | 0.00% | +160+140.4% | Added |
| Creative Financial Designs Inc | 273 | $10.1K | 0.00% | +138+102.2% | Added |
| EverSource Wealth Advisors, LLC | 268 | $9.80K | 0.00% | −380−58.6% | Reduced |
| Private Wealth Management Group, LLC | 242 | $8.97K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 223 | $8.26K | 0.00% | +6+2.8% | Added |
| Sofos Investments, Inc. | 209 | $7.80K | 0.00% | +209 | Added |
| Glass Jacobson Investment Advisors llc | 200 | $7.41K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 200 | $7.41K | 0.00% | +200 | New |
| Quarry LP | 193 | $7.15K | 0.00% | +193 | New |
| Godsey & Gibb Associates | 188 | $6.97K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 174 | $6.43K | 0.00% | +174 | New |
| Credit Agricole S A | 175 | $6.15K | 0.00% | +175 | New |
| Sandy Spring Bank | 164 | $6.08K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 157 | $5.82K | 0.01% | −184−54.0% | Reduced |
| New England Capital Financial Advisors LLC | 157 | $5.82K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 156 | $5.78K | 0.00% | +63+67.7% | Added |
| ICA Group Wealth Management, LLC | 125 | $4.63K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 116 | $4.30K | 0.00% | +1+0.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 113 | $4.19K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 104 | $3.85K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 87 | $3.00K | 0.00% | +1+1.2% | Added |
| Maryland Capital Advisors Inc. | 75 | $2.78K | 0.00% | −75−50.0% | Reduced |
| Venturi Wealth Management, LLC | 71 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 57 | $2.11K | 0.00% | +13+29.5% | Added |
| Valley National Advisers Inc | 60 | $2.00K | 0.00% | −802−93.0% | Reduced |
| Avion Wealth | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 51 | $1.90K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 50 | $1.85K | 0.00% | +50 | New |
| Hexagon Capital Partners LLC | 49 | $1.81K | 0.00% | −14−22.2% | Reduced |
| Smartleaf Asset Management LLC | 48 | $1.77K | 0.00% | −373−88.6% | Reduced |
| Plato Investment Management Ltd | 46 | $1.70K | 0.00% | −376−89.1% | Reduced |
| Zions Bancorporation, N.A. | 45 | $1.67K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $1.27K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 34 | $1.26K | 0.00% | −935−96.5% | Reduced |
| MV Capital Management, Inc. | 32 | $1.19K | 0.00% | +20+166.7% | Added |
| Raffa Wealth Management, LLC | 31 | $1.15K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 30 | $1.11K | 0.00% | +3+11.1% | Added |
| Arlington Trust Co LLC | 30 | $1.11K | 0.00% | +30 | New |
| Mather Group, LLC. | 27 | $1.01K | 0.00% | +27 | New |
| Ulland Investment Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 26 | $963 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $853 | 0.00% | +1+4.5% | Added |
| Tucker Asset Management LLC | 21 | $778 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $747 | 0.00% | +8+66.7% | Added |
| Headlands Technologies LLC | 13 | $482 | 0.00% | +13 | New |
| True Wealth Design, LLC | 10 | $371 | 0.00% | −237−96.0% | Reduced |
| Cedar Mountain Advisors, LLC | 7 | $266 | 0.00% | +1+16.7% | Added |
| Larson Financial Group LLC | 4 | $148 | 0.00% | −1,200−99.7% | Reduced |
| Rakuten Securities, Inc. | 3 | $111 | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −1,493,108−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −630,141−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −167,180−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −98,400−100.0% | Sold out |
| Silver Lake Advisory, LLC | 0 | $0 | 0.00% | −83,576−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −60,286−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −54,502−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −51,716−100.0% | Sold out |