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