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 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 7,844 | $302.5K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 7,839 | $302.4K | 0.03% | +100+1.3% | Added |
| Chicago Partners Investment Group LLC | 7,496 | $302.0K | 0.01% | +7,496 | New |
| YHB Investment Advisors, Inc. | 7,770 | $299.7K | 0.02% | −470−5.7% | Reduced |
| MQS Management LLC | 7,683 | $296.3K | 0.17% | +7,683 | New |
| Gateway Investment Advisers LLC | 7,674 | $296.0K | 0.00% | +388+5.3% | Added |
| Quadrant Capital Group LLC | 7,663 | $295.6K | 0.02% | −483−5.9% | Reduced |
| Stock Yards Bank & Trust Co | 7,630 | $294.3K | 0.01% | −130−1.7% | Reduced |
| CWM Advisors, LLC | 7,590 | $292.7K | 0.03% | +7,590 | New |
| United Capital Financial Advisers, LLC | 7,545 | $291.0K | 0.00% | −1,083−12.6% | Reduced |
| HBK Sorce Advisory LLC | 7,536 | $290.7K | 0.01% | −446−5.6% | Reduced |
| Equitable Holdings, Inc. | 7,483 | $288.6K | 0.00% | +2,028+37.2% | Added |
| Johnson Investment Counsel Inc | 7,392 | $285.1K | 0.00% | −493−6.3% | Reduced |
| Seeds Investor LLC | 7,371 | $284.3K | 0.11% | +965+15.1% | Added |
| Greenleaf Trust | 7,359 | $283.8K | 0.00% | −255−3.3% | Reduced |
| Pinnacle Associates Ltd | 7,537 | $281.5K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 7,239 | $279.2K | 0.03% | +7,239 | New |
| Providence Wealth Advisors, LLC | 6,835 | $275.6K | 0.20% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 7,103 | $274.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,028 | $271.1K | 0.01% | −5,615−44.4% | Reduced |
| UniSuper Management Pty Ltd | 6,900 | $266.1K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 6,865 | $264.8K | 0.00% | +805+13.3% | Added |
| Northstar Asset Management LLC | 6,835 | $263.6K | 0.06% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 6,829 | $263.4K | 0.15% | +111+1.7% | Added |
| Profund Advisors LLC | 6,800 | $262.3K | 0.01% | −96−1.4% | Reduced |
| Advisors Capital Management, LLC | 6,790 | $262.0K | 0.00% | 00.0% | Unchanged |
| Kennedy Investment Group | 6,738 | $259.9K | 0.12% | −335−4.7% | Reduced |
| Ascent Group, LLC | 6,658 | $256.8K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 6,470 | $249.5K | 0.02% | +26+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 6,315 | $243.5K | 0.00% | +80+1.3% | 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 |
| Mirae Asset Global Investments Co., Ltd. | 6,240 | $239.6K | 0.00% | +10.0% | Added |
| MONECO Advisors, LLC | 6,188 | $238.7K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,187 | $238.6K | 0.01% | −211−3.3% | Reduced |
| 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 |
| Prio Wealth Limited Partnership | 6,174 | $238.1K | 0.01% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 6,157 | $237.5K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6,124 | $236.2K | 0.00% | +6,124 | New |
| Machina Capital S.A.S. | 6,087 | $234.8K | 0.09% | +6,087 | New |
| Nations Financial Group Inc, | 6,053 | $233.5K | 0.02% | −135−2.2% | Reduced |
| Charter Research & Investment Group, Inc. | 5,930 | $228.7K | 0.17% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 5,898 | $227.5K | 0.00% | +28+0.5% | Added |
| Rafferty Asset Management, LLC | 5,805 | $223.9K | 0.00% | −399−6.4% | Reduced |
| Schrum Private Wealth Management LLC | 5,750 | $221.8K | 0.11% | +5,750 | New |
| 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 |
| Clark Capital Management Group, Inc. | 5,606 | $216.2K | 0.00% | −615−9.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $213.5K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,516 | $212.8K | 0.01% | −40−0.7% | Reduced |
| Fisher Asset Management, LLC | 5,496 | $212.0K | 0.00% | +5,496 | New |
| Glenview Trust Co | 5,392 | $208.0K | 0.00% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 5,350 | $206.3K | 0.01% | +5,350 | New |
| Fortem Financial Group, LLC | 5,347 | $206.2K | 0.08% | +5,347 | New |
| Huntington National Bank | 5,339 | $205.9K | 0.00% | 00.0% | Unchanged |
| Charter Trust Co | 5,322 | $205.3K | 0.01% | +5,322 | New |
| Private Trust Co NA | 5,318 | $205.1K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,302 | $204.5K | 0.00% | +5,302 | New |
| Capital Market Strategies LLC | 5,300 | $204.4K | 0.12% | +5,300 | New |
| Ledgewood Wealth Advisors, LLC | 5,206 | $200.8K | 0.14% | +5,206 | New |
| Argent Trust Co | 5,200 | $200.6K | 0.01% | −1,242−19.3% | Reduced |
| EWG Elevate Inc. | 5,187 | $200.1K | 0.08% | +5,187 | New |
| SG Americas Securities, LLC | 4,999 | $193.0K | 0.00% | −1,164−18.9% | Reduced |
| Centaurus Financial, Inc. | 4,855 | $187.0K | 0.01% | +3+0.1% | Added |
| Assetmark, Inc | 4,843 | $186.8K | 0.00% | +4,843 | New |
| Kempen Capital Management N.V. | 4,738 | $182.7K | 0.00% | −229−4.6% | Reduced |
| Rakuten Investment Management, Inc. | 4,754 | $182.6K | 0.00% | +1,180+33.0% | Added |
| GAMMA Investing LLC | 4,614 | $178.0K | 0.02% | −745−13.9% | Reduced |
| Cetera Trust Company, N.A | 4,465 | $172.2K | 0.11% | +500+12.6% | Added |
| Principal Securities, Inc. | 4,388 | $169.2K | 0.00% | −141−3.1% | Reduced |
| Fifth Third Bancorp | 4,143 | $159.8K | 0.00% | +142+3.5% | Added |
| Blume Capital Management, Inc. | 4,030 | $155.4K | 0.04% | −1,025−20.3% | Reduced |
| Global Retirement Partners, LLC | 3,919 | $151.1K | 0.00% | +7+0.2% | Added |
| Quarry LP | 3,882 | $149.7K | 0.05% | +3,882 | New |
| Ci Investments Inc. | 3,775 | $146.0K | 0.00% | +312+9.0% | Added |
| Whittier Trust Co | 3,755 | $144.8K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 3,638 | $140.3K | 0.03% | +3,638 | New |
| V-Square Quantitative Management LLC | 3,477 | $134.1K | 0.02% | +333+10.6% | Added |
| Natixis Investment Managers International | 3,409 | $131.5K | 0.01% | −624−15.5% | Reduced |
| Hanson & Doremus Investment Management | 3,142 | $121.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 3,075 | $118.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,020 | $116.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,964 | $114.3K | 0.00% | +641+27.6% | Added |
| Washington Trust Co | 2,930 | $113.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,922 | $112.7K | 0.00% | +181+6.6% | Added |
| Hazlett, Burt & Watson, Inc. | 2,771 | $108.0K | 0.05% | +17+0.6% | Added |
| Sound Income Strategies, LLC | 2,735 | $105.5K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,703 | $104.0K | 0.00% | +2,703 | New |
| GWM Advisors LLC | 2,627 | $101.3K | 0.00% | −1,000−27.6% | Reduced |
| Harbour Investments, Inc. | 2,579 | $99.5K | 0.00% | +14+0.5% | Added |
| GPS Wealth Strategies Group, LLC | 2,538 | $97.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,531 | $97.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2,345 | $90.4K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 2,268 | $87.0K | 0.04% | −91−3.9% | Reduced |
| Citizens National Bank Trust Department | 2,150 | $82.9K | 0.02% | −300−12.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,126 | $82.0K | 0.00% | −2,290−51.9% | Reduced |
| Creative Financial Designs Inc | 2,126 | $82.0K | 0.01% | −70−3.2% | Reduced |
| Alpine Bank Wealth Management | 2,082 | $80.3K | 0.01% | +2,082 | New |
| Colonial Trust Advisors | 2,042 | $78.8K | 0.01% | 00.0% | Unchanged |