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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 2,005 | $77.3K | 0.00% | +977+95.0% | Added |
| Tower View Investment Management & Research LLC | 1,976 | $76.2K | 0.04% | +11+0.6% | Added |
| Umb Bank N A | 1,964 | $75.8K | 0.00% | +1,784+991.1% | Added |
| Geneos Wealth Management Inc. | 1,907 | $73.6K | 0.00% | −291−13.2% | Reduced |
| Flputnam Investment Management Co | 840 | $71.0K | 0.00% | −635−43.1% | Reduced |
| Mascoma Wealth Management LLC | 1,766 | $68.1K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $65.4K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 1,693 | $65.3K | 0.01% | +1,693 | New |
| Tompkins Financial Corp | 1,685 | $65.0K | 0.01% | +300+21.7% | Added |
| SRS Capital Advisors, Inc. | 1,626 | $62.7K | 0.01% | +1+0.1% | Added |
| 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 |
| Asset Dedication, LLC | 1,541 | $59.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,500 | $57.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,433 | $55.3K | 0.00% | −3,207−69.1% | Reduced |
| Smartleaf Asset Management LLC | 1,382 | $53.1K | 0.01% | +874+172.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 1,299 | $50.1K | 0.04% | +1,299 | New |
| Peoples Financial Services Corp. | 1,250 | $48.2K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,215 | $46.9K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 1,190 | $45.9K | 0.01% | +727+157.0% | Added |
| Riverview Trust Co | 1,178 | $45.4K | 0.04% | +24+2.1% | Added |
| Ronald Blue Trust, Inc. | 1,199 | $44.8K | 0.00% | +48+4.2% | Added |
| Farther Finance Advisors, LLC | 1,149 | $44.3K | 0.00% | +515+81.2% | Added |
| Truvestments Capital LLC | 1,093 | $42.1K | 0.01% | +1,093 | New |
| National Bank of Canada | 1,062 | $41.0K | 0.00% | −1,152−52.0% | Reduced |
| Quent Capital, LLC | 1,030 | $39.7K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,020 | $39.3K | 0.02% | +20+2.0% | Added |
| Motco | 969 | $37.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 952 | $36.5K | 0.00% | −184−16.2% | Reduced |
| Lindbrook Capital, LLC | 922 | $35.6K | 0.00% | −17−1.8% | Reduced |
| Chelsea Counsel Co | 900 | $34.7K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,255,483 | $32.6K | 0.01% | +1,227,010+4,309.4% | Added |
| Webster Bank, N. A. | 825 | $31.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 818 | $31.6K | 0.00% | −159−16.3% | Reduced |
| Addison Advisors LLC | 813 | $31.4K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 814 | $31.0K | 0.00% | −24−2.9% | Reduced |
| Bessemer Group Inc | 787 | $31.0K | 0.00% | +375+91.0% | Added |
| First Community Trust NA | 802 | $30.9K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $30.9K | 0.00% | +800 | New |
| First Horizon Advisors, Inc. | 773 | $29.8K | 0.00% | +294+61.4% | Added |
| MCF Advisors LLC | 753 | $29.1K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 750 | $28.9K | 0.01% | −2,500−76.9% | Reduced |
| Piscataqua Savings Bank | 750 | $28.9K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 733 | $28.3K | 0.01% | +733 | New |
| DT Investment Partners, LLC | 716 | $27.6K | 0.00% | +152+27.0% | Added |
| SOA Wealth Advisors, LLC. | 712 | $27.4K | 0.01% | +2+0.3% | Added |
| Princeton Global Asset Management LLC | 705 | $27.2K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 672 | $25.9K | 0.01% | +672 | New |
| First Command Advisory Services, Inc. | 666 | $25.7K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 655 | $25.3K | 0.01% | +655 | New |
| Brown Brothers Harriman & Co | 652 | $25.1K | 0.00% | +184+39.3% | Added |
| First PREMIER Bank | 650 | $25.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 631 | $24.4K | 0.00% | +96+17.9% | Added |
| FinTrust Capital Advisors, LLC | 625 | $24.1K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 625 | $24.1K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 599 | $23.1K | 0.01% | +5+0.8% | Added |
| Bangor Savings Bank | 569 | $21.9K | 0.00% | +5+0.9% | Added |
| Parkside Financial Bank & Trust | 566 | $21.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 561 | $21.6K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 560 | $21.6K | 0.00% | −400−41.7% | Reduced |
| Coppell Advisory Solutions LLC | 518 | $19.9K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 500 | $19.3K | 0.00% | −332−39.9% | Reduced |
| Barrett & Company, Inc. | 500 | $19.3K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 499 | $19.3K | 0.01% | +5+1.0% | Added |
| M&R Capital Management Inc | 498 | $19.2K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 484 | $18.7K | 0.00% | +60+14.2% | Added |
| Banque Cantonale Vaudoise | 476 | $18.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 445 | $17.2K | 0.00% | +22+5.2% | Added |
| Pinnacle Bancorp, Inc. | 423 | $16.3K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 422 | $16.3K | 0.00% | +422 | New |
| Millburn Ridgefield Corp | 406 | $15.7K | 0.00% | −11−2.6% | Reduced |
| Catalyst Capital Advisors LLC | 406 | $15.7K | 0.00% | −11−2.6% | Reduced |
| City State Bank | 380 | $14.7K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 375 | $14.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 374 | $14.4K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 380 | $14.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 352 | $13.6K | 0.01% | +100+39.7% | Added |
| Concord Wealth Partners | 349 | $13.5K | 0.00% | +2+0.6% | Added |
| New Millennium Group LLC | 341 | $13.1K | 0.01% | +3+0.9% | Added |
| EverSource Wealth Advisors, LLC | 338 | $13.0K | 0.00% | +11+3.4% | Added |
| Capital Performance Advisors LLP | 327 | $12.6K | 0.00% | +327 | New |
| Hilltop National Bank | 325 | $12.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 308 | $12.0K | 0.01% | −10−3.1% | Reduced |
| CNB Bank | 300 | $11.6K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 296 | $11.4K | 0.00% | +2+0.7% | Added |
| Financial Connections Group, Inc. | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 265 | $10.2K | 0.00% | −1,182−81.7% | Reduced |
| Private Wealth Management Group, LLC | 243 | $9.37K | 0.00% | +1+0.4% | Added |
| Transcendent Capital Group LLC | 243 | $9.37K | 0.00% | +227+1,418.8% | Added |
| Leonteq Securities AG | 225 | $8.68K | 0.00% | +225 | New |
| Hemington Wealth Management | 214 | $8.00K | 0.00% | +214 | New |
| Glass Jacobson Investment Advisors llc | 200 | $7.71K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 188 | $7.25K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 184 | $7.11K | 0.00% | +184 | New |
| Rosenberg Matthew Hamilton | 180 | $6.94K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 177 | $6.85K | 0.00% | +177 | New |
| Cape Investment Advisory, Inc. | 174 | $6.69K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 166 | $6.40K | 0.00% | +140+538.5% | Added |
| Sandy Spring Bank | 164 | $6.33K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 157 | $6.06K | 0.00% | 00.0% | Unchanged |