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 |
|---|---|---|---|---|---|
| ELCO Management Co., LLC | 18,502 | $713.6K | 0.38% | +150+0.8% | Added |
| Crossmark Global Holdings, Inc. | 18,466 | $712.0K | 0.01% | +34+0.2% | Added |
| Truist Financial Corp | 18,235 | $703.3K | 0.00% | −1,490−7.6% | Reduced |
| Spirit of America Management Corp | 18,000 | $694.3K | 0.14% | +2,000+12.5% | Added |
| Captrust Financial Advisors | 17,981 | $693.5K | 0.00% | +5,432+43.3% | Added |
| Belpointe Asset Management LLC | 17,953 | $692.5K | 0.04% | +18+0.1% | Added |
| KBC Group NV | 17,948 | $692.0K | 0.00% | −1,123−5.9% | Reduced |
| Smithfield Trust Co | 17,269 | $666.0K | 0.03% | 00.0% | Unchanged |
| First Pacific Financial | 16,902 | $651.9K | 0.15% | +738+4.6% | Added |
| Peoples Bank | 16,589 | $639.7K | 0.43% | −203−1.2% | Reduced |
| United Services Automobile Association | 16,409 | $632.9K | 0.02% | −3,364−17.0% | Reduced |
| RSM US Wealth Management LLC | 16,441 | $630.2K | 0.01% | +984+6.4% | Added |
| Quest Partners LLC | 16,334 | $630.0K | 0.06% | +16,334 | New |
| Omers Administration Corp | 16,229 | $626.0K | 0.01% | +7,200+79.7% | Added |
| US Bancorp | 16,159 | $623.3K | 0.00% | +14+0.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 16,089 | $620.6K | 0.05% | +16,089 | New |
| First National Corp | 15,915 | $613.8K | 0.14% | −69,974−81.5% | Reduced |
| D.A. Davidson & Co. | 15,713 | $606.1K | 0.01% | +429+2.8% | Added |
| Mitchell Sinkler & Starr | 15,518 | $598.5K | 0.15% | +295+1.9% | Added |
| Loudon Investment Management, LLC | 15,463 | $596.4K | 0.33% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 15,350 | $592.0K | 0.01% | −2,734−15.1% | Reduced |
| Keybank National Association | 15,155 | $584.5K | 0.00% | −205−1.3% | Reduced |
| CIBC World Markets Corp | 15,142 | $584.0K | 0.00% | +1,131+8.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 15,000 | $579.0K | 0.30% | 00.0% | Unchanged |
| Blossom Wealth Management | 14,780 | $570.1K | 1.15% | +465+3.2% | Added |
| Resurgent Financial Advisors LLC | 14,413 | $555.9K | 0.33% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 14,412 | $555.7K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,245 | $549.5K | 0.00% | −221−1.5% | Reduced |
| CIBC Asset Management Inc | 14,243 | $549.4K | 0.00% | +250+1.8% | Added |
| Kathmere Capital Management, LLC | 14,191 | $547.3K | 0.05% | −478−3.3% | Reduced |
| Rowland & Co Investment Counsel | 14,172 | $546.6K | 0.11% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 14,095 | $543.6K | 0.02% | −164−1.2% | Reduced |
| QRG Capital Management, Inc. | 14,001 | $540.0K | 0.01% | +1,999+16.7% | Added |
| Clean Yield Group | 13,520 | $521.5K | 0.17% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 13,407 | $517.1K | 0.14% | +10.0% | Added |
| Quaker Wealth Management, LLC | 13,299 | $512.9K | 0.19% | +13,299 | New |
| Cresset Asset Management, LLC | 13,286 | $512.5K | 0.00% | +1,107+9.1% | Added |
| M&G Plc | 13,025 | $508.0K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 12,949 | $499.4K | 0.03% | +12,949 | New |
| Ingalls & Snyder LLC | 12,888 | $497.0K | 0.02% | −450−3.4% | Reduced |
| Illinois Municipal Retirement Fund | 12,828 | $494.8K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 12,591 | $485.6K | 0.00% | +450+3.7% | Added |
| Capstone Investment Advisors, LLC | 12,404 | $478.4K | 0.01% | +12,404 | New |
| Quantinno Capital Management LP | 12,156 | $468.9K | 0.01% | +2,014+19.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 12,014 | $463.4K | 0.00% | −38−0.3% | Reduced |
| Ieq Capital, LLC | 12,010 | $463.2K | 0.01% | +98+0.8% | Added |
| CWM, LLC | 11,995 | $463.0K | 0.00% | +1,397+13.2% | Added |
| Farmers Trust Co | 11,970 | $461.7K | 0.09% | +136+1.1% | Added |
| BKD Wealth Advisors, LLC | 11,832 | $456.3K | 0.01% | +1,394+13.4% | Added |
| Pullen Investment Management, LLC | 11,808 | $455.5K | 0.33% | −38−0.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 11,686 | $450.7K | 0.08% | +11,686 | New |
| Boothbay Fund Management, LLC | 11,467 | $442.3K | 0.01% | +11,467 | New |
| Metis Global Partners, LLC | 11,350 | $437.8K | 0.01% | −499−4.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,145 | $429.9K | 0.02% | +737+7.1% | Added |
| Meeder Advisory Services, Inc. | 11,124 | $429.1K | 0.03% | +969+9.5% | Added |
| SS&H Financial Advisors, Inc. | 11,074 | $427.0K | 0.16% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 11,052 | $426.3K | 0.07% | +1,500+15.7% | Added |
| Code Waechter LLC | 10,968 | $423.0K | 0.40% | +10,968 | New |
| TrinityPoint Wealth, LLC | 10,963 | $422.8K | 0.06% | +10.0% | Added |
| Raymond James Trust N.A. | 10,960 | $422.7K | 0.01% | +383+3.6% | Added |
| Fiduciary Trust Co | 10,927 | $421.5K | 0.01% | −624−5.4% | Reduced |
| Institute for Wealth Management, LLC. | 10,876 | $419.5K | 0.05% | −50.0% | Reduced |
| Bernardo Wealth Planning LLC | 10,448 | $419.0K | 0.10% | −10,115−49.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 9,026 | $412.7K | 0.00% | −589−6.1% | Reduced |
| Bleakley Financial Group, LLC | 10,471 | $403.9K | 0.01% | −49−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 10,411 | $401.6K | 0.00% | −413−3.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 10,405 | $401.3K | 0.03% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10,393 | $400.9K | 0.10% | +62+0.6% | Added |
| Oppenheimer & Co Inc | 10,377 | $400.2K | 0.01% | −219−2.1% | Reduced |
| Centiva Capital, LP | 10,359 | $399.5K | 0.02% | +10,359 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,306 | $397.5K | 0.15% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 10,302 | $397.3K | 0.01% | −17−0.2% | Reduced |
| HB Wealth Management, LLC | 10,063 | $388.1K | 0.00% | +334+3.4% | Added |
| Glen Eagle Advisors, LLC | 9,962 | $384.2K | 0.06% | −435−4.2% | Reduced |
| First Affirmative Financial Network | 9,643 | $371.9K | 0.20% | +1,120+13.1% | Added |
| Sterling Capital Management LLC | 9,600 | $370.3K | 0.00% | +9,600 | New |
| EP Wealth Advisors, LLC | 9,583 | $369.6K | 0.00% | +30.0% | Added |
| Atomi Financial Group, Inc. | 9,400 | $362.6K | 0.02% | +557+6.3% | Added |
| Mediolanum International Funds Ltd | 9,414 | $360.9K | 0.01% | +3,624+62.6% | Added |
| Manchester Capital Management LLC | 9,270 | $357.5K | 0.04% | +40.0% | Added |
| Gitterman Wealth Management, LLC | 9,223 | $355.8K | 0.15% | +344+3.9% | Added |
| Marcum Wealth, LLC | 9,133 | $352.3K | 0.03% | −83−0.9% | Reduced |
| Signaturefd, LLC | 9,124 | $351.9K | 0.01% | +171+1.9% | Added |
| Welch & Forbes LLC | 9,119 | $351.7K | 0.00% | +1,391+18.0% | Added |
| Mendel Money Management | 9,040 | $348.7K | 0.15% | +10+0.1% | Added |
| Great Valley Advisor Group, Inc. | 8,926 | $344.3K | 0.01% | +29+0.3% | Added |
| Foundations Investment Advisors, LLC | 8,907 | $343.5K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 8,762 | $337.9K | 0.02% | +285+3.4% | Added |
| CAPROCK Group, Inc. | 8,743 | $337.2K | 0.01% | −42−0.5% | Reduced |
| Investment Management Corp of Ontario | 8,621 | $332.5K | 0.01% | +2,800+48.1% | Added |
| Apella Capital, LLC | 8,580 | $332.2K | 0.01% | +75+0.9% | Added |
| GSG Advisors LLC | 8,628 | $330.7K | 0.11% | +58+0.7% | Added |
| W.H. Cornerstone Investments Inc. | 8,246 | $318.0K | 0.21% | −2,277−21.6% | Reduced |
| Sigma Planning Corp | 8,150 | $314.4K | 0.01% | +58+0.7% | Added |
| O'Brien Greene & Co. Inc | 8,114 | $313.0K | 0.10% | −3,000−27.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,100 | $312.3K | 0.02% | +7,100+710.0% | Added |
| Fifth Third Wealth Advisors LLC | 8,032 | $309.8K | 0.02% | +30+0.4% | Added |
| Veriti Management LLC | 8,024 | $309.5K | 0.02% | +337+4.4% | Added |
| Lindenwold Advisors | 7,930 | $305.9K | 0.15% | +364+4.8% | Added |
| SeaCrest Wealth Management, LLC | 7,908 | $305.0K | 0.03% | +20.0% | Added |