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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 44,032 | $1.64M | 0.00% | +1,113+2.6% | Added |
| Advisor Group Holdings, Inc. | 43,989 | $1.64M | 0.00% | −18,335−29.4% | Reduced |
| CenterBook Partners LP | 42,890 | $1.60M | 0.10% | −30,941−41.9% | Reduced |
| Schroder Investment Management Group | 42,459 | $1.58M | 0.00% | +22,194+109.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 42,421 | $1.58M | 0.00% | +5,363+14.5% | Added |
| Utah Retirement Systems | 41,698 | $1.56M | 0.02% | −800−1.9% | Reduced |
| Kestra Advisory Services, LLC | 41,616 | $1.55M | 0.01% | −1,192−2.8% | Reduced |
| Clear Harbor Asset Management, LLC | 41,534 | $1.55M | 0.13% | +555+1.4% | Added |
| Baird Financial Group, Inc. | 41,136 | $1.54M | 0.00% | −1,896−4.4% | Reduced |
| Tredje AP-fonden | 40,820 | $1.52M | 0.01% | −638−1.5% | Reduced |
| JustInvest LLC | 40,724 | $1.52M | 0.03% | +908+2.3% | Added |
| Krilogy Financial LLC | 40,480 | $1.51M | 0.11% | +17,040+72.7% | Added |
| Janus Henderson Group PLC | 40,409 | $1.51M | 0.00% | +30,145+293.7% | Added |
| Xponance, Inc. | 39,078 | $1.46M | 0.01% | −3,286−7.8% | Reduced |
| Secure Asset Management, LLC | 38,255 | $1.43M | 0.27% | +1,248+3.4% | Added |
| HSBC Holdings PLC | 37,977 | $1.42M | 0.00% | −16,156−29.8% | Reduced |
| Pathstone Holdings, LLC | 37,546 | $1.40M | 0.01% | −783−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 37,353 | $1.39M | 0.01% | +15,456+70.6% | Added |
| Voya Investment Management LLC | 36,516 | $1.36M | 0.00% | −33,674−48.0% | Reduced |
| Credit Agricole S A | 36,075 | $1.35M | 0.01% | +35,900+20,514.3% | Added |
| Swiss Life Asset Management Ltd | 35,920 | $1.34M | 0.02% | −12,311−25.5% | Reduced |
| Warren Averett Asset Management, LLC | 35,874 | $1.34M | 0.03% | +35,874 | New |
| USS Investment Management Ltd | 34,900 | $1.30M | 0.01% | 00.0% | Unchanged |
| Addison Capital Co | 34,628 | $1.29M | 0.56% | +1,320+4.0% | Added |
| Public Sector Pension Investment Board | 34,080 | $1.27M | 0.01% | +10,437+44.1% | Added |
| Mercer Global Advisors Inc | 33,477 | $1.25M | 0.00% | +89+0.3% | Added |
| New York Life Investment Management LLC | 33,315 | $1.24M | 0.01% | +3,027+10.0% | Added |
| Haverford Trust Co | 32,893 | $1.23M | 0.01% | +7,748+30.8% | Added |
| TFG Advisers LLC | 32,585 | $1.22M | 0.47% | −3,946−10.8% | Reduced |
| Cerity Partners LLC | 30,854 | $1.15M | 0.00% | +5,700+22.7% | Added |
| Nissay Asset Management Corp | 30,773 | $1.15M | 0.01% | +723+2.4% | Added |
| XTX Topco Ltd | 29,535 | $1.10M | 0.09% | +29,535 | New |
| Modera Wealth Management, LLC | 28,514 | $1.06M | 0.02% | −3,989−12.3% | Reduced |
| Pathway Financial Advisers, LLC | 28,473 | $1.06M | 0.38% | +605+2.2% | Added |
| Voloridge Investment Management, LLC | 28,315 | $1.06M | 0.00% | −22,383−44.1% | Reduced |
| Jmac Enterprises LLC | 28,165 | $1.05M | 0.18% | −403−1.4% | Reduced |
| CIBC Private Wealth Group, LLC | 28,269 | $1.05M | 0.00% | −1,158−3.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 27,742 | $1.04M | 0.28% | −984−3.4% | Reduced |
| Philadelphia Trust Co | 27,630 | $1.03M | 0.08% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 27,537 | $1.03M | 0.01% | +19,013+223.1% | Added |
| Bryn Mawr Trust Co | 27,518 | $1.03M | 0.04% | −100−0.4% | Reduced |
| State of Alaska, Department of Revenue | 27,271 | $1.02M | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 27,241 | $1.02M | 0.00% | −1,335−4.7% | Reduced |
| Squarepoint Ops LLC | 27,209 | $1.02M | 0.00% | +27,209 | New |
| Neuberger Berman Group LLC | 27,079 | $1.01M | 0.00% | +5,976+28.3% | Added |
| Advisors Asset Management, Inc. | 26,881 | $1.00M | 0.02% | +2,562+10.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,435 | $986.8K | 0.01% | +9,463+55.8% | Added |
| apricus wealth, LLC | 26,262 | $980.4K | 0.70% | 00.0% | Unchanged |
| Blackhill Capital Inc | 26,041 | $972.1K | 0.06% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 26,036 | $971.9K | 0.65% | −1,550−5.6% | Reduced |
| Continuum Advisory, LLC | 26,032 | $971.8K | 0.14% | 00.0% | Unchanged |
| Blair William & Co | 25,363 | $946.8K | 0.00% | +25,363 | New |
| Community Bank, N.A. | 24,843 | $927.1K | 0.12% | −2,473−9.1% | Reduced |
| Axxcess Wealth Management, LLC | 23,624 | $881.9K | 0.02% | −795−3.3% | Reduced |
| Key Financial Inc | 23,557 | $879.4K | 0.21% | +65+0.3% | Added |
| Versor Investments LP | 23,379 | $872.7K | 0.16% | +4,612+24.6% | Added |
| Carnegie Capital Asset Management, LLC | 23,247 | $867.8K | 0.03% | −98−0.4% | Reduced |
| Panagora Asset Management Inc | 23,229 | $867.1K | 0.00% | −25,509−52.3% | Reduced |
| Elo Mutual Pension Insurance Co | 23,155 | $864.4K | 0.02% | −568−2.4% | Reduced |
| Eqis Capital Management, Inc. | 23,000 | $858.6K | 0.07% | −20,168−46.7% | Reduced |
| Man Group plc | 22,984 | $858.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 22,821 | $852.0K | 0.00% | +613+2.8% | Added |
| Prudential Financial Inc | 22,474 | $838.9K | 0.00% | −20,689−47.9% | Reduced |
| Cullen Capital Management LLC | 22,241 | $830.3K | 0.01% | +1,608+7.8% | Added |
| Wealthcare Advisory Partners LLC | 22,201 | $828.8K | 0.03% | −2,069−8.5% | Reduced |
| Moors & Cabot, Inc. | 21,902 | $817.6K | 0.04% | +1,239+6.0% | Added |
| Blue Bell Private Wealth Management, LLC | 21,412 | $799.3K | 0.17% | −90−0.4% | Reduced |
| Aspire Private Capital, LLC | 21,176 | $790.5K | 0.20% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20,990 | $783.6K | 0.05% | −895−4.1% | Reduced |
| Gulf International Bank (UK) Ltd | 20,877 | $779.0K | 0.02% | 00.0% | Unchanged |
| Agf Management Ltd | 20,585 | $768.4K | 0.00% | −370−1.8% | Reduced |
| Bernardo Wealth Planning LLC | 20,563 | $767.6K | 0.21% | +30.0% | Added |
| J.W. Cole Advisors, Inc. | 20,237 | $755.4K | 0.04% | −1,184−5.5% | Reduced |
| Securian Asset Management, Inc | 20,070 | $749.2K | 0.02% | −607−2.9% | Reduced |
| Lee Financial Co | 19,976 | $745.7K | 0.12% | +985+5.2% | Added |
| Pine Valley Investments Ltd Liability Co | 19,859 | $741.3K | 0.05% | −530−2.6% | Reduced |
| United Services Automobile Association | 19,773 | $738.1K | 0.02% | +2,144+12.2% | Added |
| Truist Financial Corp | 19,725 | $736.3K | 0.00% | −1,971−9.1% | Reduced |
| KBC Group NV | 19,071 | $712.0K | 0.00% | −14,837−43.8% | Reduced |
| Provenance Wealth Advisors, LLC | 19,070 | $711.9K | 0.10% | +90+0.5% | Added |
| Penobscot Investment Management Company, Inc. | 18,975 | $708.3K | 0.07% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 18,964 | $707.9K | 0.01% | +18,964 | New |
| Central Trust Co | 18,670 | $697.0K | 0.02% | +9,206+97.3% | Added |
| Crossmark Global Holdings, Inc. | 18,432 | $688.0K | 0.01% | −987−5.1% | Reduced |
| ELCO Management Co., LLC | 18,352 | $685.1K | 0.40% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 18,084 | $675.1K | 0.01% | −1,089−5.7% | Reduced |
| Belpointe Asset Management LLC | 17,935 | $669.5K | 0.05% | +1,143+6.8% | Added |
| Smithfield Trust Co | 17,269 | $645.0K | 0.03% | −500−2.8% | Reduced |
| Sanctuary Advisors, LLC | 17,459 | $630.1K | 0.00% | +17,459 | New |
| Peoples Bank | 16,792 | $626.7K | 0.49% | −457−2.6% | Reduced |
| Mitchell Sinkler & Starr | 15,223 | $622.8K | 0.16% | −3,479−18.6% | Reduced |
| First Pacific Financial | 16,164 | $603.4K | 0.16% | +1,135+7.6% | Added |
| US Bancorp | 16,145 | $602.7K | 0.00% | −170−1.0% | Reduced |
| Spirit of America Management Corp | 16,000 | $597.3K | 0.12% | +2,800+21.2% | Added |
| Trexquant Investment LP | 15,631 | $583.5K | 0.01% | +15,631 | New |
| Loudon Investment Management, LLC | 15,463 | $577.2K | 0.34% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 15,457 | $573.6K | 0.01% | +5,666+57.9% | Added |
| Keybank National Association | 15,360 | $573.4K | 0.00% | +6,253+68.7% | Added |
| D.A. Davidson & Co. | 15,284 | $570.6K | 0.01% | −488−3.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 15,000 | $560.0K | 0.29% | 00.0% | Unchanged |