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, Q3 2024
Institutional positions in Essential Utilities, Inc. as of Sep 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
- 629
- +33 vs. Q2 2024
- Shares held
- 211.2M
- +27.5M (+15.0%) vs. Q2 2024
- Total value
- $8.09B
- +$1.24B (+18.1%) vs. Q2 2024
- New holders
- 76
- 234 more added
- Sold out
- 43
- 201 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rakuten Securities, Inc. | 2 | $77 | 0.00% | −1−33.3% | Reduced |
| Claris Advisors, LLC | 9 | $347 | 0.00% | +9 | New |
| Cedar Mountain Advisors, LLC | 10 | $380 | 0.00% | +1+11.1% | Added |
| MV Capital Management, Inc. | 12 | $463 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13 | $501 | 0.00% | +8+160.0% | Added |
| True Wealth Design, LLC | 15 | $579 | 0.00% | +3+25.0% | Added |
| Hexagon Capital Partners LLC | 18 | $694 | 0.00% | −32−64.0% | Reduced |
| Ulland Investment Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 27 | $1.04K | 0.00% | −137−83.5% | Reduced |
| SJS Investment Consulting Inc. | 30 | $1.16K | 0.00% | +3+11.1% | Added |
| Raffa Wealth Management, LLC | 31 | $1.20K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 33 | $1.27K | 0.00% | +33 | New |
| DiNuzzo Private Wealth, Inc. | 34 | $1.31K | 0.00% | +2+6.3% | Added |
| Financial Gravity Companies, Inc. | 37 | $1.43K | 0.00% | +37 | New |
| Bell Investment Advisors, Inc | 44 | $1.70K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 46 | $1.77K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 50 | $1.93K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 60 | $2.31K | 0.00% | +60 | New |
| Ridgewood Investments LLC | 63 | $2.43K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 76 | $2.93K | 0.00% | −48−38.7% | Reduced |
| Ashton Thomas Securities, LLC | 84 | $3.24K | 0.00% | +84 | New |
| Sachetta, LLC | 98 | $3.78K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $3.86K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 102 | $3.93K | 0.00% | −206,525−100.0% | Reduced |
| Byrne Asset Management LLC | 110 | $4.24K | 0.00% | +110 | New |
| SWAN Capital LLC | 125 | $4.82K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 142 | $5.48K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 150 | $5.79K | 0.00% | −48−24.2% | Reduced |
| LGT Financial Advisors LLC | 155 | $5.98K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 157 | $6.06K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 164 | $6.33K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 166 | $6.40K | 0.00% | +140+538.5% | Added |
| Cape Investment Advisory, Inc. | 174 | $6.69K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 177 | $6.85K | 0.00% | +177 | New |
| Rosenberg Matthew Hamilton | 180 | $6.94K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 184 | $7.11K | 0.00% | +184 | New |
| Godsey & Gibb Associates | 188 | $7.25K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $7.71K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 214 | $8.00K | 0.00% | +214 | New |
| Leonteq Securities AG | 225 | $8.68K | 0.00% | +225 | New |
| Private Wealth Management Group, LLC | 243 | $9.37K | 0.00% | +1+0.4% | Added |
| Transcendent Capital Group LLC | 243 | $9.37K | 0.00% | +227+1,418.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 265 | $10.2K | 0.00% | −1,182−81.7% | Reduced |
| Financial Connections Group, Inc. | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 296 | $11.4K | 0.00% | +2+0.7% | Added |
| CNB Bank | 300 | $11.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 308 | $12.0K | 0.01% | −10−3.1% | Reduced |
| Hilltop National Bank | 325 | $12.5K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 327 | $12.6K | 0.00% | +327 | New |
| EverSource Wealth Advisors, LLC | 338 | $13.0K | 0.00% | +11+3.4% | Added |
| New Millennium Group LLC | 341 | $13.1K | 0.01% | +3+0.9% | Added |
| Concord Wealth Partners | 349 | $13.5K | 0.00% | +2+0.6% | Added |
| Castleview Partners, LLC | 352 | $13.6K | 0.01% | +100+39.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 380 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 374 | $14.4K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 375 | $14.5K | 0.01% | 00.0% | Unchanged |
| City State Bank | 380 | $14.7K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 406 | $15.7K | 0.00% | −11−2.6% | Reduced |
| Catalyst Capital Advisors LLC | 406 | $15.7K | 0.00% | −11−2.6% | Reduced |
| GeoWealth Management, LLC | 422 | $16.3K | 0.00% | +422 | New |
| Pinnacle Bancorp, Inc. | 423 | $16.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 445 | $17.2K | 0.00% | +22+5.2% | Added |
| Banque Cantonale Vaudoise | 476 | $18.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 484 | $18.7K | 0.00% | +60+14.2% | Added |
| M&R Capital Management Inc | 498 | $19.2K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 499 | $19.3K | 0.01% | +5+1.0% | Added |
| Arrow Financial Corp | 500 | $19.3K | 0.00% | −332−39.9% | Reduced |
| Barrett & Company, Inc. | 500 | $19.3K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 518 | $19.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 560 | $21.6K | 0.00% | −400−41.7% | Reduced |
| HHM Wealth Advisors, LLC | 561 | $21.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 566 | $21.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 569 | $21.9K | 0.00% | +5+0.9% | Added |
| Strategic Investment Solutions, Inc. | 599 | $23.1K | 0.01% | +5+0.8% | Added |
| Cassady Schiller Wealth Management, LLC | 625 | $24.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 625 | $24.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 631 | $24.4K | 0.00% | +96+17.9% | Added |
| First PREMIER Bank | 650 | $25.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 652 | $25.1K | 0.00% | +184+39.3% | Added |
| Friedenthal Financial | 655 | $25.3K | 0.01% | +655 | New |
| First Command Advisory Services, Inc. | 666 | $25.7K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 672 | $25.9K | 0.01% | +672 | New |
| Princeton Global Asset Management LLC | 705 | $27.2K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 712 | $27.4K | 0.01% | +2+0.3% | Added |
| DT Investment Partners, LLC | 716 | $27.6K | 0.00% | +152+27.0% | Added |
| Darwin Advisors, LLC | 733 | $28.3K | 0.01% | +733 | New |
| Piscataqua Savings Bank | 750 | $28.9K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 750 | $28.9K | 0.01% | −2,500−76.9% | Reduced |
| MCF Advisors LLC | 753 | $29.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 773 | $29.8K | 0.00% | +294+61.4% | Added |
| NBT Bank N A | 800 | $30.9K | 0.00% | +800 | New |
| First Community Trust NA | 802 | $30.9K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 814 | $31.0K | 0.00% | −24−2.9% | Reduced |
| Bessemer Group Inc | 787 | $31.0K | 0.00% | +375+91.0% | Added |
| Addison Advisors LLC | 813 | $31.4K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 818 | $31.6K | 0.00% | −159−16.3% | Reduced |
| Webster Bank, N. A. | 825 | $31.8K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,255,483 | $32.6K | 0.01% | +1,227,010+4,309.4% | Added |
| Chelsea Counsel Co | 900 | $34.7K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 922 | $35.6K | 0.00% | −17−1.8% | Reduced |