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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 977 | $36.5K | 0.00% | +20+2.1% | Added |
| Motco | 969 | $36.2K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 960 | $35.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 939 | $35.1K | 0.00% | +3+0.3% | Added |
| Chelsea Counsel Co | 900 | $33.6K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 862 | $32.2K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 842 | $31.4K | 0.01% | +842 | New |
| Arrow Financial Corp | 832 | $31.1K | 0.00% | −250−23.1% | Reduced |
| Capital Advisors, Ltd. LLC | 838 | $31.0K | 0.00% | −121−12.6% | Reduced |
| Webster Bank, N. A. | 825 | $30.8K | 0.00% | −275−25.0% | Reduced |
| Addison Advisors LLC | 813 | $30.4K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $29.9K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 753 | $28.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 750 | $28.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 710 | $26.5K | 0.01% | +5+0.7% | Added |
| Princeton Global Asset Management LLC | 705 | $26.3K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 666 | $24.9K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 594 | $24.1K | 0.01% | +594 | New |
| First PREMIER Bank | 650 | $24.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 634 | $23.5K | 0.00% | +230+56.9% | Added |
| FinTrust Capital Advisors, LLC | 625 | $23.3K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 625 | $23.3K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 600 | $22.4K | 0.01% | −100−14.3% | Reduced |
| Parkside Financial Bank & Trust | 566 | $21.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 564 | $21.1K | 0.00% | −86−13.2% | Reduced |
| Bangor Savings Bank | 564 | $21.1K | 0.00% | +564 | New |
| HHM Wealth Advisors, LLC | 561 | $20.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 535 | $20.0K | 0.00% | +29+5.7% | Added |
| Coppell Advisory Solutions LLC | 518 | $19.3K | 0.00% | +518 | New |
| Smartleaf Asset Management LLC | 508 | $19.0K | 0.00% | +460+958.3% | Added |
| Barrett & Company, Inc. | 500 | $18.7K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 498 | $18.6K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 494 | $18.5K | 0.01% | +494 | New |
| Banque Cantonale Vaudoise | 476 | $18.0K | 0.00% | +37+8.4% | Added |
| First Horizon Advisors, Inc. | 479 | $17.9K | 0.00% | +256+114.8% | Added |
| Brown Brothers Harriman & Co | 468 | $17.5K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 463 | $17.3K | 0.00% | −41−8.1% | Reduced |
| McIlrath & Eck, LLC | 424 | $15.8K | 0.00% | −69−14.0% | Reduced |
| Pinnacle Bancorp, Inc. | 423 | $15.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 423 | $15.8K | 0.00% | +17+4.2% | Added |
| Millburn Ridgefield Corp | 417 | $15.6K | 0.00% | −83−16.6% | Reduced |
| Catalyst Capital Advisors LLC | 417 | $15.6K | 0.00% | −83−16.6% | Reduced |
| Bessemer Group Inc | 412 | $15.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 380 | $14.2K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 380 | $14.0K | 0.00% | +380 | New |
| Robbins Farley LLC | 375 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 374 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 371 | $13.8K | 0.00% | +371 | New |
| EverSource Wealth Advisors, LLC | 327 | $13.3K | 0.00% | +59+22.0% | Added |
| Concord Wealth Partners | 347 | $12.9K | 0.00% | +3+0.9% | Added |
| New Millennium Group LLC | 338 | $12.6K | 0.01% | +338 | New |
| Hilltop National Bank | 325 | $12.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 318 | $12.0K | 0.01% | −106−25.0% | Reduced |
| Family Firm, Inc. | 321 | $12.0K | 0.00% | +321 | New |
| Independence Bank of Kentucky | 320 | $11.9K | 0.00% | −208−39.4% | Reduced |
| CNB Bank | 300 | $11.2K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 294 | $11.0K | 0.00% | +1+0.3% | Added |
| Castleview Partners, LLC | 252 | $9.41K | 0.01% | +96+61.5% | Added |
| Private Wealth Management Group, LLC | 242 | $9.03K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 230 | $8.60K | 0.00% | −778−77.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 200 | $7.47K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 198 | $7.39K | 0.00% | −76−27.7% | Reduced |
| Godsey & Gibb Associates | 188 | $7.02K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 180 | $6.72K | 0.00% | −1,923−91.4% | Reduced |
| Rosenberg Matthew Hamilton | 180 | $6.68K | 0.00% | −1,000−84.7% | Reduced |
| Cape Investment Advisory, Inc. | 174 | $6.48K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 164 | $6.12K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 164 | $6.08K | 0.00% | +137+507.4% | Added |
| Opal Wealth Advisors, LLC | 161 | $6.02K | 0.00% | +161 | New |
| New England Capital Financial Advisors LLC | 157 | $5.86K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 155 | $5.79K | 0.01% | −2−1.3% | Reduced |
| Headlands Technologies LLC | 148 | $5.53K | 0.00% | +135+1,038.5% | Added |
| Itau Unibanco Holding S.A. | 142 | $5.30K | 0.00% | +142 | New |
| SWAN Capital LLC | 125 | $4.67K | 0.00% | +125 | New |
| Venturi Wealth Management, LLC | 124 | $4.63K | 0.00% | +53+74.6% | Added |
| Sachetta, LLC | 98 | $3.99K | 0.00% | +64+188.2% | Added |
| Farmers & Merchants Investments Inc | 100 | $3.73K | 0.00% | −4−3.8% | Reduced |
| Bear Mountain Capital, Inc. | 88 | $3.54K | 0.00% | +1+1.1% | Added |
| Ridgewood Investments LLC | 63 | $2.35K | 0.00% | +63 | New |
| Triad Wealth Partners, LLC | 59 | $2.20K | 0.00% | +59 | New |
| Valley National Advisers Inc | 55 | $2.00K | 0.00% | −5−8.3% | Reduced |
| WR Wealth Planners, LLC | 50 | $1.87K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 50 | $1.87K | 0.00% | +1+2.0% | Added |
| Plato Investment Management Ltd | 46 | $1.72K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 45 | $1.68K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $1.64K | 0.00% | −13−22.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 32 | $1.20K | 0.00% | +2+6.7% | Added |
| EdgeRock Capital LLC | 32 | $1.19K | 0.00% | +32 | New |
| Raffa Wealth Management, LLC | 31 | $1.16K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $1.01K | 0.00% | +4+17.4% | Added |
| Ulland Investment Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 26 | $971 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 17 | $635 | 0.00% | +17 | New |
| Transcendent Capital Group LLC | 16 | $597 | 0.00% | +16 | New |
| MV Capital Management, Inc. | 12 | $448 | 0.00% | −20−62.5% | Reduced |
| True Wealth Design, LLC | 12 | $448 | 0.00% | +2+20.0% | Added |
| Cedar Mountain Advisors, LLC | 9 | $317 | 0.00% | +2+28.6% | Added |
| Larson Financial Group LLC | 5 | $187 | 0.00% | +1+25.0% | Added |
| Rakuten Securities, Inc. | 3 | $112 | 0.00% | 00.0% | Unchanged |