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 |
|---|---|---|---|---|---|
| BlackRock Inc. | 30,827,925 | $1.15B | 0.03% | −202,411−0.7% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −919,759−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −332,823−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −220,054−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −189,482−100.0% | Sold out |
| CoreCommodity Management, LLC | 0 | $0 | 0.00% | −147,555−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −125,100−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −98,400−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −52,300−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −42,525−100.0% | Sold out |
| First Business Financial Services, Inc. | 0 | $0 | 0.00% | −26,753−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −24,429−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −21,400−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −20,597−100.0% | Sold out |
| Ferguson Wellman Capital Management, Inc | 0 | $0 | 0.00% | −10,205−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −8,733−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,488−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −8,269−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −7,804−100.0% | Sold out |
| Wealth Effects LLC | 0 | $0 | 0.00% | −7,223−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −6,826−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −6,601−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −6,219−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −5,671−100.0% | Sold out |
| Lowe Brockenbrough & Co Inc | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −5,589−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −5,550−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −5,535−100.0% | Sold out |
| Stony Point Wealth Management Inc. | 0 | $0 | 0.00% | −5,533−100.0% | Sold out |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −5,462−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,336−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| FRG Family Wealth Advisors LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Mine & Arao Wealth Creation & Management, LLC. | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Maryland Capital Advisors Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Birchbrook, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Tortoise Index Solutions, LLC | – | – | – | – | Not filed |
| Cambridge Trust Co | – | – | – | – | Not filed |
| Degroof Petercam Asset Management | – | – | – | – | Not filed |
| Quaker Wealth Management, LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Bromfield Sneider Wealth Advisors | – | – | – | – | Not filed |
| Norwood Financial Corp | – | – | – | – | Not filed |