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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 6,907 | $258.0K | 0.00% | +6,907 | New |
| Conestoga Capital Advisors, LLC | 6,937 | $259.0K | 0.00% | −6,150−47.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,947 | $259.3K | 0.02% | +297+4.5% | Added |
| LVW Advisors, LLC | 7,000 | $261.3K | 0.04% | 00.0% | Unchanged |
| Kennedy Investment Group | 7,073 | $264.0K | 0.13% | −90−1.3% | Reduced |
| RTD Financial Advisors, Inc. | 7,103 | $265.2K | 0.04% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 7,286 | $272.0K | 0.00% | −2,937−28.7% | Reduced |
| Virtue Capital Management, LLC | 6,776 | $275.2K | 0.05% | −884−11.5% | Reduced |
| Pinnacle Associates Ltd | 7,537 | $281.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,560 | $282.2K | 0.00% | +4,340+134.8% | Added |
| Lindenwold Advisors | 7,566 | $282.4K | 0.15% | −56−0.7% | Reduced |
| Greenleaf Trust | 7,614 | $284.2K | 0.00% | +165+2.2% | Added |
| Veriti Management LLC | 7,687 | $287.0K | 0.02% | +7,687 | New |
| Welch & Forbes LLC | 7,728 | $288.3K | 0.00% | +416+5.7% | Added |
| Armstrong Advisory Group, Inc | 7,739 | $288.9K | 0.03% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 7,760 | $289.7K | 0.01% | −3,782−32.8% | Reduced |
| Birch Hill Investment Advisors LLC | 7,844 | $292.8K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,885 | $294.4K | 0.00% | +6+0.1% | Added |
| SeaCrest Wealth Management, LLC | 7,906 | $295.1K | 0.03% | +7,906 | New |
| Horizon Investment Services, LLC | 7,912 | $295.4K | 0.14% | +57+0.7% | Added |
| HBK Sorce Advisory LLC | 7,982 | $298.0K | 0.01% | −82−1.0% | Reduced |
| LaSalle St. Investment Advisors, LLC | 7,994 | $298.0K | 0.15% | +19+0.2% | Added |
| Fifth Third Wealth Advisors LLC | 8,002 | $298.7K | 0.02% | +8,002 | New |
| Sigma Planning Corp | 8,092 | $302.1K | 0.01% | +1,799+28.6% | Added |
| Quadrant Capital Group LLC | 8,146 | $304.1K | 0.02% | −477−5.5% | Reduced |
| YHB Investment Advisors, Inc. | 8,240 | $307.6K | 0.03% | −4,256−34.1% | Reduced |
| Apella Capital, LLC | 8,505 | $316.4K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 8,477 | $316.4K | 0.02% | +8,477 | New |
| GSG Advisors LLC | 8,570 | $317.8K | 0.11% | 00.0% | Unchanged |
| First Affirmative Financial Network | 8,523 | $318.1K | 0.22% | +613+7.7% | Added |
| United Capital Financial Advisers, LLC | 8,628 | $322.1K | 0.00% | −1,270−12.8% | Reduced |
| CAPROCK Group, Inc. | 8,785 | $327.9K | 0.01% | +670+8.3% | Added |
| Atomi Financial Group, Inc. | 8,843 | $330.1K | 0.02% | −1,653−15.7% | Reduced |
| Gitterman Wealth Management, LLC | 8,879 | $331.4K | 0.13% | −267−2.9% | Reduced |
| Great Valley Advisor Group, Inc. | 8,897 | $332.1K | 0.01% | +27+0.3% | Added |
| Foundations Investment Advisors, LLC | 8,907 | $332.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,953 | $334.2K | 0.01% | −474−5.0% | Reduced |
| Omers Administration Corp | 9,029 | $337.1K | 0.00% | +9,029 | New |
| Mendel Money Management | 9,030 | $337.1K | 0.16% | +100+1.1% | Added |
| Marcum Wealth, LLC | 9,216 | $344.0K | 0.03% | +29+0.3% | Added |
| Manchester Capital Management LLC | 9,266 | $345.9K | 0.04% | −47−0.5% | Reduced |
| EagleClaw Capital Managment, LLC | 9,552 | $356.6K | 0.06% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 9,580 | $357.6K | 0.00% | +1,005+11.7% | Added |
| HB Wealth Management, LLC | 9,729 | $363.2K | 0.00% | +70+0.7% | Added |
| Assenagon Asset Management S.A. | 9,929 | $370.6K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 10,142 | $378.6K | 0.01% | +3,954+63.9% | Added |
| Meeder Advisory Services, Inc. | 10,155 | $379.1K | 0.03% | +3,649+56.1% | Added |
| Phoenix Holdings Ltd. | 10,293 | $384.4K | 0.01% | +112+1.1% | Added |
| Occudo Quantitative Strategies LP | 10,303 | $384.6K | 0.07% | +10,303 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,306 | $384.7K | 0.16% | −350−3.3% | Reduced |
| Evergreen Capital Management LLC | 10,319 | $385.2K | 0.01% | +10,319 | New |
| Longfellow Investment Management Co LLC | 10,331 | $385.7K | 0.10% | +71+0.7% | Added |
| Strategic Financial Concepts, LLC | 15,807 | $388.0K | 0.00% | +15,807 | New |
| Glen Eagle Advisors, LLC | 10,397 | $388.1K | 0.07% | −2,079−16.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 10,405 | $388.4K | 0.03% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 10,408 | $388.5K | 0.02% | +212+2.1% | Added |
| BKD Wealth Advisors, LLC | 10,438 | $389.6K | 0.01% | −299−2.8% | Reduced |
| Simplicity Wealth,LLC | 10,461 | $390.5K | 0.01% | −1,304−11.1% | Reduced |
| Bleakley Financial Group, LLC | 10,520 | $392.7K | 0.01% | −1,324−11.2% | Reduced |
| W.H. Cornerstone Investments Inc. | 10,523 | $393.0K | 0.28% | +85+0.8% | Added |
| Raymond James Trust N.A. | 10,577 | $394.8K | 0.01% | −2,431−18.7% | Reduced |
| Oppenheimer & Co Inc | 10,596 | $395.5K | 0.01% | +3,299+45.2% | Added |
| CWM, LLC | 10,598 | $396.0K | 0.00% | −6−0.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 9,615 | $399.4K | 0.00% | −1,085−10.1% | Reduced |
| Rockefeller Capital Management L.P. | 10,824 | $404.1K | 0.00% | −4,111−27.5% | Reduced |
| Diversified, LLC | 10,825 | $404.1K | 0.05% | +40.0% | Added |
| Institute for Wealth Management, LLC. | 10,881 | $406.2K | 0.05% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 10,962 | $409.2K | 0.06% | +10.0% | Added |
| SS&H Financial Advisors, Inc. | 11,074 | $413.0K | 0.16% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 11,114 | $414.9K | 0.13% | 00.0% | Unchanged |
| Fiduciary Trust Co | 11,551 | $431.2K | 0.01% | −1,125−8.9% | Reduced |
| Vestcor Inc | 11,597 | $433.0K | 0.01% | −10,635−47.8% | Reduced |
| Farmers Trust Co | 11,834 | $441.8K | 0.09% | −335−2.8% | Reduced |
| Pullen Investment Management, LLC | 11,846 | $442.2K | 0.37% | +5,273+80.2% | Added |
| Metis Global Partners, LLC | 11,849 | $442.3K | 0.02% | −329−2.7% | Reduced |
| American Century Companies Inc | 11,850 | $442.4K | 0.00% | −63,023−84.2% | Reduced |
| Ieq Capital, LLC | 11,912 | $444.7K | 0.01% | +113+1.0% | Added |
| QRG Capital Management, Inc. | 12,002 | $448.0K | 0.01% | −14−0.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,052 | $449.9K | 0.00% | +12,052 | New |
| Bank of Nova Scotia | 12,141 | $453.2K | 0.00% | +2,827+30.4% | Added |
| Cresset Asset Management, LLC | 12,179 | $454.6K | 0.00% | +1,116+10.1% | Added |
| Captrust Financial Advisors | 12,549 | $468.5K | 0.00% | +1,275+11.3% | Added |
| Tower Research Capital LLC (TRC) | 12,643 | $472.0K | 0.01% | +1,618+14.7% | Added |
| Illinois Municipal Retirement Fund | 12,828 | $478.9K | 0.01% | 00.0% | Unchanged |
| M&G Plc | 13,025 | $481.9K | 0.00% | +13,025 | New |
| Ingalls & Snyder LLC | 13,338 | $498.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 13,406 | $500.5K | 0.15% | +12,707+1,817.9% | Added |
| Readystate Asset Management LP | 13,410 | $500.6K | 0.02% | +13,410 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 13,456 | $502.0K | 0.01% | −4,885−26.6% | Reduced |
| Clean Yield Group | 13,520 | $504.7K | 0.19% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 13,993 | $522.4K | 0.00% | +54+0.4% | Added |
| CIBC World Markets Corp | 14,011 | $523.0K | 0.00% | +3,381+31.8% | Added |
| Rowland & Co Investment Counsel | 14,172 | $529.0K | 0.12% | −558−3.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,259 | $532.3K | 0.02% | −102−0.7% | Reduced |
| Levy Wealth Management Group, LLC | 14,299 | $533.8K | 0.14% | +107+0.8% | Added |
| Blossom Wealth Management | 14,315 | $534.4K | 1.16% | +80+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 14,412 | $537.9K | 0.01% | −20.0% | Reduced |
| Resurgent Financial Advisors LLC | 14,413 | $538.0K | 0.33% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,466 | $540.0K | 0.01% | +14,466 | New |
| Kathmere Capital Management, LLC | 14,669 | $547.6K | 0.06% | −1,676−10.3% | Reduced |