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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 952 | $36.5K | 0.00% | −184−16.2% | Reduced |
| Motco | 969 | $37.4K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,020 | $39.3K | 0.02% | +20+2.0% | Added |
| Quent Capital, LLC | 1,030 | $39.7K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,062 | $41.0K | 0.00% | −1,152−52.0% | Reduced |
| Truvestments Capital LLC | 1,093 | $42.1K | 0.01% | +1,093 | New |
| Farther Finance Advisors, LLC | 1,149 | $44.3K | 0.00% | +515+81.2% | Added |
| Ronald Blue Trust, Inc. | 1,199 | $44.8K | 0.00% | +48+4.2% | Added |
| Riverview Trust Co | 1,178 | $45.4K | 0.04% | +24+2.1% | Added |
| BFSG, LLC | 1,190 | $45.9K | 0.01% | +727+157.0% | Added |
| Carolinas Wealth Consulting LLC | 1,215 | $46.9K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,250 | $48.2K | 0.02% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 1,299 | $50.1K | 0.04% | +1,299 | New |
| Smartleaf Asset Management LLC | 1,382 | $53.1K | 0.01% | +874+172.0% | Added |
| Massmutual Trust Co FSB | 1,433 | $55.3K | 0.00% | −3,207−69.1% | Reduced |
| Atlantic Trust, LLC | 1,500 | $57.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,541 | $59.4K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,600 | $61.7K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,600 | $61.7K | 0.01% | +1,000+166.7% | Added |
| SRS Capital Advisors, Inc. | 1,626 | $62.7K | 0.01% | +1+0.1% | Added |
| Tompkins Financial Corp | 1,685 | $65.0K | 0.01% | +300+21.7% | Added |
| Coastline Trust Co | 1,693 | $65.3K | 0.01% | +1,693 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $65.4K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,766 | $68.1K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 840 | $71.0K | 0.00% | −635−43.1% | Reduced |
| Geneos Wealth Management Inc. | 1,907 | $73.6K | 0.00% | −291−13.2% | Reduced |
| Umb Bank N A | 1,964 | $75.8K | 0.00% | +1,784+991.1% | Added |
| Tower View Investment Management & Research LLC | 1,976 | $76.2K | 0.04% | +11+0.6% | Added |
| CoreCap Advisors, LLC | 2,005 | $77.3K | 0.00% | +977+95.0% | Added |
| Colonial Trust Advisors | 2,042 | $78.8K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 2,082 | $80.3K | 0.01% | +2,082 | New |
| Creative Financial Designs Inc | 2,126 | $82.0K | 0.01% | −70−3.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,126 | $82.0K | 0.00% | −2,290−51.9% | Reduced |
| Citizens National Bank Trust Department | 2,150 | $82.9K | 0.02% | −300−12.2% | Reduced |
| Kepos Capital LP | 2,268 | $87.0K | 0.04% | −91−3.9% | Reduced |
| Colonial Trust Co | 2,345 | $90.4K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,531 | $97.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,538 | $97.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,579 | $99.5K | 0.00% | +14+0.5% | Added |
| GWM Advisors LLC | 2,627 | $101.3K | 0.00% | −1,000−27.6% | Reduced |
| Shell Asset Management Co | 2,703 | $104.0K | 0.00% | +2,703 | New |
| Sound Income Strategies, LLC | 2,735 | $105.5K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,771 | $108.0K | 0.05% | +17+0.6% | Added |
| Allworth Financial LP | 2,922 | $112.7K | 0.00% | +181+6.6% | Added |
| Washington Trust Co | 2,930 | $113.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,964 | $114.3K | 0.00% | +641+27.6% | Added |
| Trust Co of Vermont | 3,020 | $116.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 3,075 | $118.6K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,142 | $121.0K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 3,409 | $131.5K | 0.01% | −624−15.5% | Reduced |
| V-Square Quantitative Management LLC | 3,477 | $134.1K | 0.02% | +333+10.6% | Added |
| Aster Capital Management (DIFC) Ltd | 3,638 | $140.3K | 0.03% | +3,638 | New |
| Whittier Trust Co | 3,755 | $144.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,775 | $146.0K | 0.00% | +312+9.0% | Added |
| Quarry LP | 3,882 | $149.7K | 0.05% | +3,882 | New |
| Global Retirement Partners, LLC | 3,919 | $151.1K | 0.00% | +7+0.2% | Added |
| Blume Capital Management, Inc. | 4,030 | $155.4K | 0.04% | −1,025−20.3% | Reduced |
| Fifth Third Bancorp | 4,143 | $159.8K | 0.00% | +142+3.5% | Added |
| Principal Securities, Inc. | 4,388 | $169.2K | 0.00% | −141−3.1% | Reduced |
| Cetera Trust Company, N.A | 4,465 | $172.2K | 0.11% | +500+12.6% | Added |
| GAMMA Investing LLC | 4,614 | $178.0K | 0.02% | −745−13.9% | Reduced |
| Rakuten Investment Management, Inc. | 4,754 | $182.6K | 0.00% | +1,180+33.0% | Added |
| Kempen Capital Management N.V. | 4,738 | $182.7K | 0.00% | −229−4.6% | Reduced |
| Assetmark, Inc | 4,843 | $186.8K | 0.00% | +4,843 | New |
| Centaurus Financial, Inc. | 4,855 | $187.0K | 0.01% | +3+0.1% | Added |
| SG Americas Securities, LLC | 4,999 | $193.0K | 0.00% | −1,164−18.9% | Reduced |
| EWG Elevate Inc. | 5,187 | $200.1K | 0.08% | +5,187 | New |
| Argent Trust Co | 5,200 | $200.6K | 0.01% | −1,242−19.3% | Reduced |
| Ledgewood Wealth Advisors, LLC | 5,206 | $200.8K | 0.14% | +5,206 | New |
| Capital Market Strategies LLC | 5,300 | $204.4K | 0.12% | +5,300 | New |
| TownSquare Capital, LLC | 5,302 | $204.5K | 0.00% | +5,302 | New |
| Private Trust Co NA | 5,318 | $205.1K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 5,322 | $205.3K | 0.01% | +5,322 | New |
| Huntington National Bank | 5,339 | $205.9K | 0.00% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 5,347 | $206.2K | 0.08% | +5,347 | New |
| Lowe Brockenbrough & Co Inc | 5,350 | $206.3K | 0.01% | +5,350 | New |
| Glenview Trust Co | 5,392 | $208.0K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 5,496 | $212.0K | 0.00% | +5,496 | New |
| TD Private Client Wealth LLC | 5,516 | $212.8K | 0.01% | −40−0.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $213.5K | 0.03% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 5,606 | $216.2K | 0.00% | −615−9.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,688 | $219.4K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 5,688 | $219.4K | 0.00% | +5,688 | New |
| Schrum Private Wealth Management LLC | 5,750 | $221.8K | 0.11% | +5,750 | New |
| Rafferty Asset Management, LLC | 5,805 | $223.9K | 0.00% | −399−6.4% | Reduced |
| Integrated Wealth Concepts LLC | 5,898 | $227.5K | 0.00% | +28+0.5% | Added |
| Charter Research & Investment Group, Inc. | 5,930 | $228.7K | 0.17% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 6,053 | $233.5K | 0.02% | −135−2.2% | Reduced |
| Machina Capital S.A.S. | 6,087 | $234.8K | 0.09% | +6,087 | New |
| Ballentine Partners, LLC | 6,124 | $236.2K | 0.00% | +6,124 | New |
| Sanibel Captiva Trust Company, Inc. | 6,157 | $237.5K | 0.01% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 6,174 | $238.1K | 0.01% | 00.0% | Unchanged |
| Diversified, LLC | 6,174 | $238.1K | 0.03% | −4,651−43.0% | Reduced |
| Diversified Enterprises, LLC | 6,174 | $238.1K | 0.03% | +6,174 | New |
| Wetherby Asset Management Inc | 6,187 | $238.6K | 0.01% | −211−3.3% | Reduced |
| MONECO Advisors, LLC | 6,188 | $238.7K | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 6,240 | $239.6K | 0.00% | +10.0% | Added |
| MidWestOne Financial Group, Inc. | 6,250 | $241.1K | 0.03% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,250 | $241.1K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,315 | $243.5K | 0.00% | +80+1.3% | Added |