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, Q2 2024
Institutional positions in Essential Utilities, Inc. as of Jun 30, 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
- 601
- +17 vs. Q1 2024
- Shares held
- 214.6M
- +1.69M (+0.8%) vs. Q1 2024
- Total value
- $8.01B
- +$125.4M (+1.6%) vs. Q1 2024
- New holders
- 63
- 216 more added
- Sold out
- 46
- 216 more reduced
8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 1 | $37 | 0.00% | −208−99.5% | Reduced |
| Rakuten Securities, Inc. | 3 | $112 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $187 | 0.00% | +1+25.0% | Added |
| Cedar Mountain Advisors, LLC | 9 | $317 | 0.00% | +2+28.6% | Added |
| MV Capital Management, Inc. | 12 | $448 | 0.00% | −20−62.5% | Reduced |
| True Wealth Design, LLC | 12 | $448 | 0.00% | +2+20.0% | Added |
| Transcendent Capital Group LLC | 16 | $597 | 0.00% | +16 | New |
| Innealta Capital, LLC | 17 | $635 | 0.00% | +17 | New |
| Newbridge Financial Services Group, Inc. | 26 | $971 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $1.01K | 0.00% | +4+17.4% | Added |
| Raffa Wealth Management, LLC | 31 | $1.16K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 32 | $1.19K | 0.00% | +32 | New |
| DiNuzzo Private Wealth, Inc. | 32 | $1.20K | 0.00% | +2+6.7% | Added |
| Bell Investment Advisors, Inc | 44 | $1.64K | 0.00% | −13−22.8% | Reduced |
| Zions Bancorporation, N.A. | 45 | $1.68K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 46 | $1.72K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 50 | $1.87K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 50 | $1.87K | 0.00% | +1+2.0% | Added |
| Valley National Advisers Inc | 55 | $2.00K | 0.00% | −5−8.3% | Reduced |
| Triad Wealth Partners, LLC | 59 | $2.20K | 0.00% | +59 | New |
| Ridgewood Investments LLC | 63 | $2.35K | 0.00% | +63 | New |
| Bear Mountain Capital, Inc. | 88 | $3.54K | 0.00% | +1+1.1% | Added |
| Farmers & Merchants Investments Inc | 100 | $3.73K | 0.00% | −4−3.8% | Reduced |
| Sachetta, LLC | 98 | $3.99K | 0.00% | +64+188.2% | Added |
| Venturi Wealth Management, LLC | 124 | $4.63K | 0.00% | +53+74.6% | Added |
| SWAN Capital LLC | 125 | $4.67K | 0.00% | +125 | New |
| Itau Unibanco Holding S.A. | 142 | $5.30K | 0.00% | +142 | New |
| Headlands Technologies LLC | 148 | $5.53K | 0.00% | +135+1,038.5% | Added |
| LGT Financial Advisors LLC | 155 | $5.79K | 0.01% | −2−1.3% | Reduced |
| New England Capital Financial Advisors LLC | 157 | $5.86K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 161 | $6.02K | 0.00% | +161 | New |
| Mather Group, LLC. | 164 | $6.08K | 0.00% | +137+507.4% | Added |
| Sandy Spring Bank | 164 | $6.12K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 174 | $6.48K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 180 | $6.68K | 0.00% | −1,000−84.7% | Reduced |
| Umb Bank N A | 180 | $6.72K | 0.00% | −1,923−91.4% | Reduced |
| Godsey & Gibb Associates | 188 | $7.02K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 198 | $7.39K | 0.00% | −76−27.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 200 | $7.47K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 230 | $8.60K | 0.00% | −778−77.2% | Reduced |
| Private Wealth Management Group, LLC | 242 | $9.03K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 252 | $9.41K | 0.01% | +96+61.5% | Added |
| Archer Investment Corp | 294 | $11.0K | 0.00% | +1+0.3% | Added |
| Financial Connections Group, Inc. | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 300 | $11.2K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 320 | $11.9K | 0.00% | −208−39.4% | Reduced |
| Family Firm, Inc. | 321 | $12.0K | 0.00% | +321 | New |
| Covestor Ltd | 318 | $12.0K | 0.01% | −106−25.0% | Reduced |
| Hilltop National Bank | 325 | $12.1K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 338 | $12.6K | 0.01% | +338 | New |
| Concord Wealth Partners | 347 | $12.9K | 0.00% | +3+0.9% | Added |
| EverSource Wealth Advisors, LLC | 327 | $13.3K | 0.00% | +59+22.0% | Added |
| Ashton Thomas Private Wealth, LLC | 371 | $13.8K | 0.00% | +371 | New |
| Bruce G. Allen Investments, LLC | 374 | $14.0K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 375 | $14.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 380 | $14.0K | 0.00% | +380 | New |
| City State Bank | 380 | $14.2K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 412 | $15.0K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 417 | $15.6K | 0.00% | −83−16.6% | Reduced |
| Catalyst Capital Advisors LLC | 417 | $15.6K | 0.00% | −83−16.6% | Reduced |
| Pinnacle Bancorp, Inc. | 423 | $15.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 423 | $15.8K | 0.00% | +17+4.2% | Added |
| McIlrath & Eck, LLC | 424 | $15.8K | 0.00% | −69−14.0% | Reduced |
| BFSG, LLC | 463 | $17.3K | 0.00% | −41−8.1% | Reduced |
| Brown Brothers Harriman & Co | 468 | $17.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 479 | $17.9K | 0.00% | +256+114.8% | Added |
| Banque Cantonale Vaudoise | 476 | $18.0K | 0.00% | +37+8.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 494 | $18.5K | 0.01% | +494 | New |
| M&R Capital Management Inc | 498 | $18.6K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 500 | $18.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 508 | $19.0K | 0.00% | +460+958.3% | Added |
| Coppell Advisory Solutions LLC | 518 | $19.3K | 0.00% | +518 | New |
| IFP Advisors, Inc | 535 | $20.0K | 0.00% | +29+5.7% | Added |
| HHM Wealth Advisors, LLC | 561 | $20.9K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 564 | $21.1K | 0.00% | +564 | New |
| DT Investment Partners, LLC | 564 | $21.1K | 0.00% | −86−13.2% | Reduced |
| Parkside Financial Bank & Trust | 566 | $21.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 600 | $22.4K | 0.01% | −100−14.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 625 | $23.3K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 625 | $23.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 634 | $23.5K | 0.00% | +230+56.9% | Added |
| First PREMIER Bank | 650 | $24.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 594 | $24.1K | 0.01% | +594 | New |
| First Command Advisory Services, Inc. | 666 | $24.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 705 | $26.3K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 710 | $26.5K | 0.01% | +5+0.7% | Added |
| Piscataqua Savings Bank | 750 | $28.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 753 | $28.1K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $29.9K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 813 | $30.4K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 825 | $30.8K | 0.00% | −275−25.0% | Reduced |
| Capital Advisors, Ltd. LLC | 838 | $31.0K | 0.00% | −121−12.6% | Reduced |
| Arrow Financial Corp | 832 | $31.1K | 0.00% | −250−23.1% | Reduced |
| Cypress Capital, LLC | 842 | $31.4K | 0.01% | +842 | New |
| CBIZ Investment Advisory Services, LLC | 862 | $32.2K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 900 | $33.6K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 939 | $35.1K | 0.00% | +3+0.3% | Added |
| Delta Asset Management LLC | 960 | $35.8K | 0.00% | 00.0% | Unchanged |
| Motco | 969 | $36.2K | 0.00% | 00.0% | Unchanged |