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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 6,470 | $249.5K | 0.02% | +26+0.4% | Added |
| Ascent Group, LLC | 6,658 | $256.8K | 0.02% | 00.0% | Unchanged |
| Kennedy Investment Group | 6,738 | $259.9K | 0.12% | −335−4.7% | Reduced |
| Advisors Capital Management, LLC | 6,790 | $262.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,800 | $262.3K | 0.01% | −96−1.4% | Reduced |
| Tower Wealth Partners, Inc. | 6,829 | $263.4K | 0.15% | +111+1.7% | Added |
| Northstar Asset Management LLC | 6,835 | $263.6K | 0.06% | 00.0% | Unchanged |
| Commerce Bank | 6,865 | $264.8K | 0.00% | +805+13.3% | Added |
| UniSuper Management Pty Ltd | 6,900 | $266.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,028 | $271.1K | 0.01% | −5,615−44.4% | Reduced |
| RTD Financial Advisors, Inc. | 7,103 | $274.0K | 0.03% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 6,835 | $275.6K | 0.20% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 7,239 | $279.2K | 0.03% | +7,239 | New |
| Pinnacle Associates Ltd | 7,537 | $281.5K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 7,359 | $283.8K | 0.00% | −255−3.3% | Reduced |
| Seeds Investor LLC | 7,371 | $284.3K | 0.11% | +965+15.1% | Added |
| Johnson Investment Counsel Inc | 7,392 | $285.1K | 0.00% | −493−6.3% | Reduced |
| Equitable Holdings, Inc. | 7,483 | $288.6K | 0.00% | +2,028+37.2% | Added |
| HBK Sorce Advisory LLC | 7,536 | $290.7K | 0.01% | −446−5.6% | Reduced |
| United Capital Financial Advisers, LLC | 7,545 | $291.0K | 0.00% | −1,083−12.6% | Reduced |
| CWM Advisors, LLC | 7,590 | $292.7K | 0.03% | +7,590 | New |
| Stock Yards Bank & Trust Co | 7,630 | $294.3K | 0.01% | −130−1.7% | Reduced |
| Quadrant Capital Group LLC | 7,663 | $295.6K | 0.02% | −483−5.9% | Reduced |
| Gateway Investment Advisers LLC | 7,674 | $296.0K | 0.00% | +388+5.3% | Added |
| MQS Management LLC | 7,683 | $296.3K | 0.17% | +7,683 | New |
| YHB Investment Advisors, Inc. | 7,770 | $299.7K | 0.02% | −470−5.7% | Reduced |
| Chicago Partners Investment Group LLC | 7,496 | $302.0K | 0.01% | +7,496 | New |
| Armstrong Advisory Group, Inc | 7,839 | $302.4K | 0.03% | +100+1.3% | Added |
| Birch Hill Investment Advisors LLC | 7,844 | $302.5K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,908 | $305.0K | 0.03% | +20.0% | Added |
| Lindenwold Advisors | 7,930 | $305.9K | 0.15% | +364+4.8% | Added |
| Veriti Management LLC | 8,024 | $309.5K | 0.02% | +337+4.4% | Added |
| Fifth Third Wealth Advisors LLC | 8,032 | $309.8K | 0.02% | +30+0.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,100 | $312.3K | 0.02% | +7,100+710.0% | Added |
| O'Brien Greene & Co. Inc | 8,114 | $313.0K | 0.10% | −3,000−27.0% | Reduced |
| Sigma Planning Corp | 8,150 | $314.4K | 0.01% | +58+0.7% | Added |
| W.H. Cornerstone Investments Inc. | 8,246 | $318.0K | 0.21% | −2,277−21.6% | Reduced |
| GSG Advisors LLC | 8,628 | $330.7K | 0.11% | +58+0.7% | Added |
| Apella Capital, LLC | 8,580 | $332.2K | 0.01% | +75+0.9% | Added |
| Investment Management Corp of Ontario | 8,621 | $332.5K | 0.01% | +2,800+48.1% | Added |
| CAPROCK Group, Inc. | 8,743 | $337.2K | 0.01% | −42−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,762 | $337.9K | 0.02% | +285+3.4% | Added |
| Foundations Investment Advisors, LLC | 8,907 | $343.5K | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 8,926 | $344.3K | 0.01% | +29+0.3% | Added |
| Mendel Money Management | 9,040 | $348.7K | 0.15% | +10+0.1% | Added |
| Welch & Forbes LLC | 9,119 | $351.7K | 0.00% | +1,391+18.0% | Added |
| Signaturefd, LLC | 9,124 | $351.9K | 0.01% | +171+1.9% | Added |
| Marcum Wealth, LLC | 9,133 | $352.3K | 0.03% | −83−0.9% | Reduced |
| Gitterman Wealth Management, LLC | 9,223 | $355.8K | 0.15% | +344+3.9% | Added |
| Manchester Capital Management LLC | 9,270 | $357.5K | 0.04% | +40.0% | Added |
| Mediolanum International Funds Ltd | 9,414 | $360.9K | 0.01% | +3,624+62.6% | Added |
| Atomi Financial Group, Inc. | 9,400 | $362.6K | 0.02% | +557+6.3% | Added |
| EP Wealth Advisors, LLC | 9,583 | $369.6K | 0.00% | +30.0% | Added |
| Sterling Capital Management LLC | 9,600 | $370.3K | 0.00% | +9,600 | New |
| First Affirmative Financial Network | 9,643 | $371.9K | 0.20% | +1,120+13.1% | Added |
| Glen Eagle Advisors, LLC | 9,962 | $384.2K | 0.06% | −435−4.2% | Reduced |
| HB Wealth Management, LLC | 10,063 | $388.1K | 0.00% | +334+3.4% | Added |
| Evergreen Capital Management LLC | 10,302 | $397.3K | 0.01% | −17−0.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,306 | $397.5K | 0.15% | 00.0% | Unchanged |
| Centiva Capital, LP | 10,359 | $399.5K | 0.02% | +10,359 | New |
| Oppenheimer & Co Inc | 10,377 | $400.2K | 0.01% | −219−2.1% | Reduced |
| Longfellow Investment Management Co LLC | 10,393 | $400.9K | 0.10% | +62+0.6% | Added |
| Procyon Private Wealth Partners, LLC | 10,405 | $401.3K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10,411 | $401.6K | 0.00% | −413−3.8% | Reduced |
| Bleakley Financial Group, LLC | 10,471 | $403.9K | 0.01% | −49−0.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 9,026 | $412.7K | 0.00% | −589−6.1% | Reduced |
| Bernardo Wealth Planning LLC | 10,448 | $419.0K | 0.10% | −10,115−49.2% | Reduced |
| Institute for Wealth Management, LLC. | 10,876 | $419.5K | 0.05% | −50.0% | Reduced |
| Fiduciary Trust Co | 10,927 | $421.5K | 0.01% | −624−5.4% | Reduced |
| Raymond James Trust N.A. | 10,960 | $422.7K | 0.01% | +383+3.6% | Added |
| TrinityPoint Wealth, LLC | 10,963 | $422.8K | 0.06% | +10.0% | Added |
| Code Waechter LLC | 10,968 | $423.0K | 0.40% | +10,968 | New |
| EagleClaw Capital Managment, LLC | 11,052 | $426.3K | 0.07% | +1,500+15.7% | Added |
| SS&H Financial Advisors, Inc. | 11,074 | $427.0K | 0.16% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 11,124 | $429.1K | 0.03% | +969+9.5% | Added |
| Tokio Marine Asset Management Co Ltd | 11,145 | $429.9K | 0.02% | +737+7.1% | Added |
| Metis Global Partners, LLC | 11,350 | $437.8K | 0.01% | −499−4.2% | Reduced |
| Boothbay Fund Management, LLC | 11,467 | $442.3K | 0.01% | +11,467 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 11,686 | $450.7K | 0.08% | +11,686 | New |
| Pullen Investment Management, LLC | 11,808 | $455.5K | 0.33% | −38−0.3% | Reduced |
| BKD Wealth Advisors, LLC | 11,832 | $456.3K | 0.01% | +1,394+13.4% | Added |
| Farmers Trust Co | 11,970 | $461.7K | 0.09% | +136+1.1% | Added |
| CWM, LLC | 11,995 | $463.0K | 0.00% | +1,397+13.2% | Added |
| Ieq Capital, LLC | 12,010 | $463.2K | 0.01% | +98+0.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 12,014 | $463.4K | 0.00% | −38−0.3% | Reduced |
| Quantinno Capital Management LP | 12,156 | $468.9K | 0.01% | +2,014+19.9% | Added |
| Capstone Investment Advisors, LLC | 12,404 | $478.4K | 0.01% | +12,404 | New |
| Bank of Nova Scotia | 12,591 | $485.6K | 0.00% | +450+3.7% | Added |
| Illinois Municipal Retirement Fund | 12,828 | $494.8K | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 12,888 | $497.0K | 0.02% | −450−3.4% | Reduced |
| Paloma Partners Management Co | 12,949 | $499.4K | 0.03% | +12,949 | New |
| M&G Plc | 13,025 | $508.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,286 | $512.5K | 0.00% | +1,107+9.1% | Added |
| Quaker Wealth Management, LLC | 13,299 | $512.9K | 0.19% | +13,299 | New |
| Tradewinds Capital Management, LLC | 13,407 | $517.1K | 0.14% | +10.0% | Added |
| Clean Yield Group | 13,520 | $521.5K | 0.17% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 14,001 | $540.0K | 0.01% | +1,999+16.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,095 | $543.6K | 0.02% | −164−1.2% | Reduced |
| Rowland & Co Investment Counsel | 14,172 | $546.6K | 0.11% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 14,191 | $547.3K | 0.05% | −478−3.3% | Reduced |