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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 14,973 | $558.9K | 0.00% | +9,470+172.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 15,000 | $560.0K | 0.29% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 15,284 | $570.6K | 0.01% | −488−3.1% | Reduced |
| Keybank National Association | 15,360 | $573.4K | 0.00% | +6,253+68.7% | Added |
| RSM US Wealth Management LLC | 15,457 | $573.6K | 0.01% | +5,666+57.9% | Added |
| Loudon Investment Management, LLC | 15,463 | $577.2K | 0.34% | 00.0% | Unchanged |
| Trexquant Investment LP | 15,631 | $583.5K | 0.01% | +15,631 | New |
| Spirit of America Management Corp | 16,000 | $597.3K | 0.12% | +2,800+21.2% | Added |
| US Bancorp | 16,145 | $602.7K | 0.00% | −170−1.0% | Reduced |
| First Pacific Financial | 16,164 | $603.4K | 0.16% | +1,135+7.6% | Added |
| Mitchell Sinkler & Starr | 15,223 | $622.8K | 0.16% | −3,479−18.6% | Reduced |
| Peoples Bank | 16,792 | $626.7K | 0.49% | −457−2.6% | Reduced |
| Sanctuary Advisors, LLC | 17,459 | $630.1K | 0.00% | +17,459 | New |
| Smithfield Trust Co | 17,269 | $645.0K | 0.03% | −500−2.8% | Reduced |
| Belpointe Asset Management LLC | 17,935 | $669.5K | 0.05% | +1,143+6.8% | Added |
| Wealthspire Advisors, LLC | 18,084 | $675.1K | 0.01% | −1,089−5.7% | Reduced |
| ELCO Management Co., LLC | 18,352 | $685.1K | 0.40% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 18,432 | $688.0K | 0.01% | −987−5.1% | Reduced |
| Central Trust Co | 18,670 | $697.0K | 0.02% | +9,206+97.3% | Added |
| MBB Public Markets I LLC | 18,964 | $707.9K | 0.01% | +18,964 | New |
| Penobscot Investment Management Company, Inc. | 18,975 | $708.3K | 0.07% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 19,070 | $711.9K | 0.10% | +90+0.5% | Added |
| KBC Group NV | 19,071 | $712.0K | 0.00% | −14,837−43.8% | Reduced |
| Truist Financial Corp | 19,725 | $736.3K | 0.00% | −1,971−9.1% | Reduced |
| United Services Automobile Association | 19,773 | $738.1K | 0.02% | +2,144+12.2% | Added |
| Pine Valley Investments Ltd Liability Co | 19,859 | $741.3K | 0.05% | −530−2.6% | Reduced |
| Lee Financial Co | 19,976 | $745.7K | 0.12% | +985+5.2% | Added |
| Securian Asset Management, Inc | 20,070 | $749.2K | 0.02% | −607−2.9% | Reduced |
| J.W. Cole Advisors, Inc. | 20,237 | $755.4K | 0.04% | −1,184−5.5% | Reduced |
| Bernardo Wealth Planning LLC | 20,563 | $767.6K | 0.21% | +30.0% | Added |
| Agf Management Ltd | 20,585 | $768.4K | 0.00% | −370−1.8% | Reduced |
| Gulf International Bank (UK) Ltd | 20,877 | $779.0K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20,990 | $783.6K | 0.05% | −895−4.1% | Reduced |
| Aspire Private Capital, LLC | 21,176 | $790.5K | 0.20% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 21,412 | $799.3K | 0.17% | −90−0.4% | Reduced |
| Moors & Cabot, Inc. | 21,902 | $817.6K | 0.04% | +1,239+6.0% | Added |
| Wealthcare Advisory Partners LLC | 22,201 | $828.8K | 0.03% | −2,069−8.5% | Reduced |
| Cullen Capital Management LLC | 22,241 | $830.3K | 0.01% | +1,608+7.8% | Added |
| Prudential Financial Inc | 22,474 | $838.9K | 0.00% | −20,689−47.9% | Reduced |
| Daiwa Securities Group Inc. | 22,821 | $852.0K | 0.00% | +613+2.8% | Added |
| Man Group plc | 22,984 | $858.0K | 0.00% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 23,000 | $858.6K | 0.07% | −20,168−46.7% | Reduced |
| Elo Mutual Pension Insurance Co | 23,155 | $864.4K | 0.02% | −568−2.4% | Reduced |
| Panagora Asset Management Inc | 23,229 | $867.1K | 0.00% | −25,509−52.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 23,247 | $867.8K | 0.03% | −98−0.4% | Reduced |
| Versor Investments LP | 23,379 | $872.7K | 0.16% | +4,612+24.6% | Added |
| Key Financial Inc | 23,557 | $879.4K | 0.21% | +65+0.3% | Added |
| Axxcess Wealth Management, LLC | 23,624 | $881.9K | 0.02% | −795−3.3% | Reduced |
| Community Bank, N.A. | 24,843 | $927.1K | 0.12% | −2,473−9.1% | Reduced |
| Blair William & Co | 25,363 | $946.8K | 0.00% | +25,363 | New |
| Continuum Advisory, LLC | 26,032 | $971.8K | 0.14% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 26,036 | $971.9K | 0.65% | −1,550−5.6% | Reduced |
| Blackhill Capital Inc | 26,041 | $972.1K | 0.06% | 00.0% | Unchanged |
| apricus wealth, LLC | 26,262 | $980.4K | 0.70% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,435 | $986.8K | 0.01% | +9,463+55.8% | Added |
| Advisors Asset Management, Inc. | 26,881 | $1.00M | 0.02% | +2,562+10.5% | Added |
| Neuberger Berman Group LLC | 27,079 | $1.01M | 0.00% | +5,976+28.3% | Added |
| Squarepoint Ops LLC | 27,209 | $1.02M | 0.00% | +27,209 | New |
| Federated Hermes, Inc. | 27,241 | $1.02M | 0.00% | −1,335−4.7% | Reduced |
| State of Alaska, Department of Revenue | 27,271 | $1.02M | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 27,518 | $1.03M | 0.04% | −100−0.4% | Reduced |
| Sequoia Financial Advisors, LLC | 27,537 | $1.03M | 0.01% | +19,013+223.1% | Added |
| Philadelphia Trust Co | 27,630 | $1.03M | 0.08% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 27,742 | $1.04M | 0.28% | −984−3.4% | Reduced |
| CIBC Private Wealth Group, LLC | 28,269 | $1.05M | 0.00% | −1,158−3.9% | Reduced |
| Jmac Enterprises LLC | 28,165 | $1.05M | 0.18% | −403−1.4% | Reduced |
| Voloridge Investment Management, LLC | 28,315 | $1.06M | 0.00% | −22,383−44.1% | Reduced |
| Pathway Financial Advisers, LLC | 28,473 | $1.06M | 0.38% | +605+2.2% | Added |
| Modera Wealth Management, LLC | 28,514 | $1.06M | 0.02% | −3,989−12.3% | Reduced |
| XTX Topco Ltd | 29,535 | $1.10M | 0.09% | +29,535 | New |
| Nissay Asset Management Corp | 30,773 | $1.15M | 0.01% | +723+2.4% | Added |
| Cerity Partners LLC | 30,854 | $1.15M | 0.00% | +5,700+22.7% | Added |
| TFG Advisers LLC | 32,585 | $1.22M | 0.47% | −3,946−10.8% | Reduced |
| Haverford Trust Co | 32,893 | $1.23M | 0.01% | +7,748+30.8% | Added |
| New York Life Investment Management LLC | 33,315 | $1.24M | 0.01% | +3,027+10.0% | Added |
| Mercer Global Advisors Inc | 33,477 | $1.25M | 0.00% | +89+0.3% | Added |
| Public Sector Pension Investment Board | 34,080 | $1.27M | 0.01% | +10,437+44.1% | Added |
| Addison Capital Co | 34,628 | $1.29M | 0.56% | +1,320+4.0% | Added |
| USS Investment Management Ltd | 34,900 | $1.30M | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 35,874 | $1.34M | 0.03% | +35,874 | New |
| Swiss Life Asset Management Ltd | 35,920 | $1.34M | 0.02% | −12,311−25.5% | Reduced |
| Credit Agricole S A | 36,075 | $1.35M | 0.01% | +35,900+20,514.3% | Added |
| Voya Investment Management LLC | 36,516 | $1.36M | 0.00% | −33,674−48.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 37,353 | $1.39M | 0.01% | +15,456+70.6% | Added |
| Pathstone Holdings, LLC | 37,546 | $1.40M | 0.01% | −783−2.0% | Reduced |
| HSBC Holdings PLC | 37,977 | $1.42M | 0.00% | −16,156−29.8% | Reduced |
| Secure Asset Management, LLC | 38,255 | $1.43M | 0.27% | +1,248+3.4% | Added |
| Xponance, Inc. | 39,078 | $1.46M | 0.01% | −3,286−7.8% | Reduced |
| Janus Henderson Group PLC | 40,409 | $1.51M | 0.00% | +30,145+293.7% | Added |
| Krilogy Financial LLC | 40,480 | $1.51M | 0.11% | +17,040+72.7% | Added |
| JustInvest LLC | 40,724 | $1.52M | 0.03% | +908+2.3% | Added |
| Tredje AP-fonden | 40,820 | $1.52M | 0.01% | −638−1.5% | Reduced |
| Baird Financial Group, Inc. | 41,136 | $1.54M | 0.00% | −1,896−4.4% | Reduced |
| Clear Harbor Asset Management, LLC | 41,534 | $1.55M | 0.13% | +555+1.4% | Added |
| Kestra Advisory Services, LLC | 41,616 | $1.55M | 0.01% | −1,192−2.8% | Reduced |
| Utah Retirement Systems | 41,698 | $1.56M | 0.02% | −800−1.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 42,421 | $1.58M | 0.00% | +5,363+14.5% | Added |
| Schroder Investment Management Group | 42,459 | $1.58M | 0.00% | +22,194+109.5% | Added |
| CenterBook Partners LP | 42,890 | $1.60M | 0.10% | −30,941−41.9% | Reduced |
| Advisor Group Holdings, Inc. | 43,989 | $1.64M | 0.00% | −18,335−29.4% | Reduced |