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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 14,243 | $549.4K | 0.00% | +250+1.8% | Added |
| AE Wealth Management LLC | 14,245 | $549.5K | 0.00% | −221−1.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,412 | $555.7K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 14,413 | $555.9K | 0.33% | 00.0% | Unchanged |
| Blossom Wealth Management | 14,780 | $570.1K | 1.15% | +465+3.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 15,000 | $579.0K | 0.30% | 00.0% | Unchanged |
| CIBC World Markets Corp | 15,142 | $584.0K | 0.00% | +1,131+8.1% | Added |
| Keybank National Association | 15,155 | $584.5K | 0.00% | −205−1.3% | Reduced |
| Wealthspire Advisors, LLC | 15,350 | $592.0K | 0.01% | −2,734−15.1% | Reduced |
| Loudon Investment Management, LLC | 15,463 | $596.4K | 0.33% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 15,518 | $598.5K | 0.15% | +295+1.9% | Added |
| D.A. Davidson & Co. | 15,713 | $606.1K | 0.01% | +429+2.8% | Added |
| First National Corp | 15,915 | $613.8K | 0.14% | −69,974−81.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,089 | $620.6K | 0.05% | +16,089 | New |
| US Bancorp | 16,159 | $623.3K | 0.00% | +14+0.1% | Added |
| Omers Administration Corp | 16,229 | $626.0K | 0.01% | +7,200+79.7% | Added |
| Quest Partners LLC | 16,334 | $630.0K | 0.06% | +16,334 | New |
| RSM US Wealth Management LLC | 16,441 | $630.2K | 0.01% | +984+6.4% | Added |
| United Services Automobile Association | 16,409 | $632.9K | 0.02% | −3,364−17.0% | Reduced |
| Peoples Bank | 16,589 | $639.7K | 0.43% | −203−1.2% | Reduced |
| First Pacific Financial | 16,902 | $651.9K | 0.15% | +738+4.6% | Added |
| Smithfield Trust Co | 17,269 | $666.0K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 17,948 | $692.0K | 0.00% | −1,123−5.9% | Reduced |
| Belpointe Asset Management LLC | 17,953 | $692.5K | 0.04% | +18+0.1% | Added |
| Captrust Financial Advisors | 17,981 | $693.5K | 0.00% | +5,432+43.3% | Added |
| Spirit of America Management Corp | 18,000 | $694.3K | 0.14% | +2,000+12.5% | Added |
| Truist Financial Corp | 18,235 | $703.3K | 0.00% | −1,490−7.6% | Reduced |
| Crossmark Global Holdings, Inc. | 18,466 | $712.0K | 0.01% | +34+0.2% | Added |
| ELCO Management Co., LLC | 18,502 | $713.6K | 0.38% | +150+0.8% | Added |
| Penobscot Investment Management Company, Inc. | 18,975 | $731.9K | 0.07% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 19,025 | $733.8K | 0.09% | −45−0.2% | Reduced |
| Rothschild Investment LLC | 19,210 | $740.9K | 0.05% | −1,780−8.5% | Reduced |
| Prelude Capital Management, LLC | 19,230 | $741.7K | 0.06% | +19,230 | New |
| Qsemble Capital Management, LP | 19,400 | $748.3K | 0.14% | +19,400 | New |
| J.W. Cole Advisors, Inc. | 19,447 | $750.1K | 0.03% | −790−3.9% | Reduced |
| Advisors Asset Management, Inc. | 19,544 | $753.8K | 0.01% | −7,337−27.3% | Reduced |
| Securian Asset Management, Inc | 19,578 | $755.1K | 0.02% | −492−2.5% | Reduced |
| Colony Group, LLC | 19,632 | $757.3K | 0.00% | +12,725+184.2% | Added |
| Pine Valley Investments Ltd Liability Co | 19,881 | $766.8K | 0.05% | +22+0.1% | Added |
| Swiss Life Asset Management Ltd | 19,902 | $766.8K | 0.01% | −16,018−44.6% | Reduced |
| Gulf International Bank (UK) Ltd | 20,077 | $774.0K | 0.02% | −800−3.8% | Reduced |
| Vestcor Inc | 20,239 | $781.0K | 0.02% | +8,642+74.5% | Added |
| Point72 (DIFC) Ltd | 21,048 | $811.8K | 0.06% | +21,048 | New |
| CIBC Private Wealth Group, LLC | 21,127 | $814.9K | 0.00% | −7,142−25.3% | Reduced |
| Aspire Private Capital, LLC | 21,176 | $816.8K | 0.19% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 21,235 | $819.0K | 0.16% | −177−0.8% | Reduced |
| Cullen Capital Management LLC | 22,466 | $866.5K | 0.01% | +225+1.0% | Added |
| Elo Mutual Pension Insurance Co | 22,905 | $883.4K | 0.02% | −250−1.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 23,016 | $887.7K | 0.03% | −231−1.0% | Reduced |
| Intech Investment Management LLC | 23,201 | $894.9K | 0.01% | −22,741−49.5% | Reduced |
| Panagora Asset Management Inc | 23,229 | $895.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 23,597 | $910.1K | 0.20% | +40+0.2% | Added |
| Prudential Financial Inc | 23,598 | $910.2K | 0.00% | +1,124+5.0% | Added |
| Axxcess Wealth Management, LLC | 23,629 | $911.4K | 0.02% | +50.0% | Added |
| Daiwa Securities Group Inc. | 23,923 | $923.0K | 0.00% | +1,102+4.8% | Added |
| Community Bank, N.A. | 24,034 | $926.7K | 0.12% | −809−3.3% | Reduced |
| Blair William & Co | 24,367 | $939.8K | 0.00% | −996−3.9% | Reduced |
| Moors & Cabot, Inc. | 24,780 | $955.8K | 0.05% | +2,878+13.1% | Added |
| Sanctuary Advisors, LLC | 24,359 | $962.9K | 0.01% | +6,900+39.5% | Added |
| Wealthcare Advisory Partners LLC | 25,172 | $970.9K | 0.03% | +2,971+13.4% | Added |
| Haverford Trust Co | 25,573 | $986.4K | 0.01% | −7,320−22.3% | Reduced |
| Continuum Advisory, LLC | 26,032 | $996.0K | 0.13% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 25,911 | $999.4K | 0.63% | −125−0.5% | Reduced |
| Blackhill Capital Inc | 26,041 | $1.00M | 0.06% | 00.0% | Unchanged |
| Central Trust Co | 26,101 | $1.01M | 0.02% | +7,431+39.8% | Added |
| apricus wealth, LLC | 26,262 | $1.01M | 0.67% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,435 | $1.02M | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 26,459 | $1.02M | 0.26% | −1,283−4.6% | Reduced |
| Federated Hermes, Inc. | 26,480 | $1.02M | 0.00% | −761−2.8% | Reduced |
| Neuberger Berman Group LLC | 26,847 | $1.04M | 0.00% | −232−0.9% | Reduced |
| Sequoia Financial Advisors, LLC | 27,413 | $1.06M | 0.01% | −124−0.5% | Reduced |
| Lee Financial Co | 27,591 | $1.06M | 0.15% | +7,615+38.1% | Added |
| Philadelphia Trust Co | 27,630 | $1.07M | 0.08% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 28,314 | $1.09M | 0.17% | +149+0.5% | Added |
| Modera Wealth Management, LLC | 28,499 | $1.10M | 0.01% | −15−0.1% | Reduced |
| Versor Investments LP | 28,679 | $1.11M | 0.18% | +5,300+22.7% | Added |
| State of Alaska, Department of Revenue | 29,256 | $1.13M | 0.01% | +1,985+7.3% | Added |
| Northwestern Mutual Wealth Management Co | 29,835 | $1.15M | 0.00% | +22,275+294.6% | Added |
| Aigen Investment Management, LP | 30,035 | $1.16M | 0.23% | +30,035 | New |
| TFG Advisers LLC | 30,983 | $1.20M | 0.43% | −1,602−4.9% | Reduced |
| New York Life Investment Management LLC | 31,509 | $1.22M | 0.01% | −1,806−5.4% | Reduced |
| Nissay Asset Management Corp | 31,638 | $1.22M | 0.01% | +865+2.8% | Added |
| Aquatic Capital Management LLC | 31,900 | $1.23M | 0.03% | +31,900 | New |
| Ossiam | 32,033 | $1.24M | 0.02% | −13,322−29.4% | Reduced |
| Oak Thistle LLC | 32,722 | $1.26M | 0.41% | +32,722 | New |
| Voya Investment Management LLC | 32,917 | $1.27M | 0.00% | −3,599−9.9% | Reduced |
| XTX Topco Ltd | 33,247 | $1.28M | 0.09% | +3,712+12.6% | Added |
| Lido Advisors, LLC | 33,340 | $1.29M | 0.01% | −25,161−43.0% | Reduced |
| Addison Capital Co | 33,649 | $1.30M | 0.52% | −979−2.8% | Reduced |
| Public Sector Pension Investment Board | 34,080 | $1.31M | 0.01% | 00.0% | Unchanged |
| USS Investment Management Ltd | 34,900 | $1.35M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 35,562 | $1.36M | 0.00% | +2,085+6.2% | Added |
| Cerity Partners LLC | 36,201 | $1.40M | 0.00% | +5,347+17.3% | Added |
| Pathstone Holdings, LLC | 36,217 | $1.40M | 0.01% | −1,329−3.5% | Reduced |
| Credit Agricole S A | 36,938 | $1.42M | 0.01% | +863+2.4% | Added |
| Tudor Investment Corp Et Al | 38,179 | $1.47M | 0.02% | +38,179 | New |
| Steward Partners Investment Advisory, LLC | 38,296 | $1.48M | 0.01% | +943+2.5% | Added |
| Assenagon Asset Management S.A. | 38,373 | $1.48M | 0.00% | +28,444+286.5% | Added |
| Xponance, Inc. | 39,148 | $1.51M | 0.01% | +70+0.2% | Added |
| Baird Financial Group, Inc. | 39,777 | $1.53M | 0.00% | −1,359−3.3% | Reduced |