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 |
| UniSuper Management Pty Ltd | 6,900 | $257.6K | 0.00% | +3,200+86.5% | Added |
| Profund Advisors LLC | 6,896 | $257.4K | 0.01% | −1,661−19.4% | Reduced |
| Beacon Pointe Advisors, LLC | 6,867 | $256.4K | 0.00% | −1,798−20.8% | Reduced |
| Providence Wealth Advisors, LLC | 6,835 | $255.7K | 0.20% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 6,835 | $255.1K | 0.06% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,790 | $253.0K | 0.00% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 6,718 | $250.8K | 0.15% | +426+6.8% | Added |
| Ascent Group, LLC | 6,658 | $248.5K | 0.02% | −1,003−13.1% | Reduced |
| Anchor Investment Management, LLC | 6,444 | $240.6K | 0.02% | +25+0.4% | Added |
| Argent Trust Co | 6,442 | $240.5K | 0.01% | 00.0% | Unchanged |
| Seeds Investor LLC | 6,406 | $239.1K | 0.12% | +6,406 | New |
| Wetherby Asset Management Inc | 6,398 | $238.8K | 0.01% | −1,034−13.9% | Reduced |
| MidWestOne Financial Group, Inc. | 6,250 | $233.3K | 0.04% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,250 | $233.3K | 0.05% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 6,239 | $233.3K | 0.00% | −13,095−67.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,235 | $232.7K | 0.00% | −12,061−65.9% | Reduced |
| Clark Capital Management Group, Inc. | 6,221 | $232.2K | 0.00% | +6,221 | New |
| Rafferty Asset Management, LLC | 6,204 | $231.6K | 0.00% | +6,204 | New |
| Nations Financial Group Inc, | 6,188 | $231.0K | 0.02% | −109−1.7% | Reduced |
| MONECO Advisors, LLC | 6,188 | $231.0K | 0.03% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 6,174 | $230.5K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,163 | $230.0K | 0.00% | +791+14.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 6,157 | $229.8K | 0.01% | −334−5.1% | Reduced |
| Commerce Bank | 6,060 | $226.2K | 0.00% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 5,930 | $221.4K | 0.17% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 5,870 | $219.1K | 0.00% | −25−0.4% | Reduced |
| Investment Management Corp of Ontario | 5,821 | $217.3K | 0.01% | +5,821 | New |
| Main Street Financial Solutions, LLC | 5,774 | $215.5K | 0.02% | +5,774 | New |
| B. Metzler seel. Sohn & Co. AG | 5,688 | $212.3K | 0.00% | +239+4.4% | Added |
| Congress Wealth Management LLC | 5,586 | $208.6K | 0.00% | +5,586 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,539 | $207.7K | 0.00% | −799−12.6% | Reduced |
| TD Private Client Wealth LLC | 5,556 | $207.4K | 0.01% | −28−0.5% | Reduced |
| Zacks Investment Management | 5,544 | $206.9K | 0.00% | −12−0.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $206.6K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 5,455 | $203.6K | 0.00% | +35+0.6% | Added |
| Mediolanum International Funds Ltd | 5,790 | $202.1K | 0.00% | +5,790 | New |
| Glenview Trust Co | 5,392 | $201.3K | 0.00% | +5,392 | New |
| MAI Capital Management | 5,386 | $201.1K | 0.00% | +5,386 | New |
| GAMMA Investing LLC | 5,359 | $200.1K | 0.03% | +1,989+59.0% | Added |
| Huntington National Bank | 5,339 | $199.3K | 0.00% | −65−1.2% | Reduced |
| Private Trust Co NA | 5,318 | $198.5K | 0.02% | −314−5.6% | Reduced |
| Blume Capital Management, Inc. | 5,055 | $188.7K | 0.05% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 4,967 | $185.4K | 0.00% | +2,147+76.1% | Added |
| Centaurus Financial, Inc. | 4,852 | $181.0K | 0.01% | +4+0.1% | Added |
| Redwood Wealth Management Group, LLC | 4,659 | $173.9K | 0.13% | +4,659 | New |
| Massmutual Trust Co FSB | 4,640 | $173.2K | 0.01% | +3,127+206.7% | Added |
| Principal Securities, Inc. | 4,529 | $169.1K | 0.00% | −5,924−56.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,416 | $164.8K | 0.00% | +352+8.7% | Added |
| Natixis Investment Managers International | 4,033 | $150.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,001 | $149.4K | 0.00% | −257−6.0% | Reduced |
| Cetera Trust Company, N.A | 3,965 | $148.0K | 0.09% | +3,965 | New |
| Global Retirement Partners, LLC | 3,912 | $146.0K | 0.00% | +749+23.7% | Added |
| Whittier Trust Co | 3,755 | $140.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,627 | $135.4K | 0.00% | −65−1.8% | Reduced |
| Rakuten Investment Management, Inc. | 3,574 | $133.6K | 0.00% | +1,327+59.1% | Added |
| Ci Investments Inc. | 3,463 | $129.0K | 0.00% | +12+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,341 | $125.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,250 | $121.3K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,144 | $117.4K | 0.02% | +7+0.2% | Added |
| Hanson & Doremus Investment Management | 3,142 | $117.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 3,075 | $114.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,020 | $112.7K | 0.01% | −76−2.5% | Reduced |
| Allworth Financial LP | 2,741 | $111.6K | 0.00% | +50+1.9% | Added |
| Washington Trust Co | 2,930 | $109.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,735 | $102.1K | 0.01% | −683−20.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,754 | $101.0K | 0.05% | +16+0.6% | Added |
| Harbour Investments, Inc. | 2,565 | $95.8K | 0.00% | +10.0% | Added |
| GPS Wealth Strategies Group, LLC | 2,538 | $94.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,531 | $94.5K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,450 | $91.5K | 0.02% | 00.0% | Unchanged |
| Kepos Capital LP | 2,359 | $88.0K | 0.03% | −184−7.2% | Reduced |
| Colonial Trust Co | 2,345 | $87.5K | 0.02% | −55−2.3% | Reduced |
| Parallel Advisors, LLC | 2,323 | $86.7K | 0.00% | −166−6.7% | Reduced |
| National Bank of Canada | 2,214 | $82.1K | 0.00% | +15+0.7% | Added |
| Geneos Wealth Management Inc. | 2,198 | $82.1K | 0.00% | +332+17.8% | Added |
| Creative Financial Designs Inc | 2,196 | $82.0K | 0.01% | +1,923+704.4% | Added |
| Colonial Trust Advisors | 2,042 | $76.2K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,965 | $73.4K | 0.04% | +10+0.5% | Added |
| Cultivar Capital, Inc. | 1,869 | $69.8K | 0.06% | +1,869 | New |
| Mascoma Wealth Management LLC | 1,766 | $65.9K | 0.02% | +1,766 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $63.3K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,625 | $60.7K | 0.01% | +1,509+1,300.9% | Added |
| Old Second National Bank of Aurora | 1,600 | $59.7K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,541 | $57.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,500 | $56.0K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,475 | $55.1K | 0.00% | +1,475 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,447 | $54.0K | 0.00% | +1,447 | New |
| Tompkins Financial Corp | 1,385 | $51.7K | 0.01% | −2,034−59.5% | Reduced |
| Peoples Financial Services Corp. | 1,250 | $46.6K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,215 | $45.4K | 0.01% | +14+1.2% | Added |
| Riverview Trust Co | 1,154 | $43.1K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,151 | $42.7K | 0.00% | +68+6.3% | Added |
| TD Waterhouse Canada Inc. | 1,136 | $42.1K | 0.00% | +139+13.9% | Added |
| Orion Capital Management LLC | 1,125 | $42.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,030 | $38.5K | 0.00% | −16−1.5% | Reduced |
| CoreCap Advisors, LLC | 1,028 | $38.4K | 0.00% | +567+123.0% | Added |
| Voisard Asset Management Group, Inc. | 1,000 | $37.3K | 0.02% | +1,000 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,000 | $37.3K | 0.00% | −600−37.5% | Reduced |
| VisionPoint Advisory Group, LLC | 980 | $36.6K | 0.01% | +63+6.9% | Added |