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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.

Institutional holdersQ3 2024: 629 institutions
Q1 2021: 598 institutionsQ2 2021: 589 institutionsQ3 2021: 597 institutionsQ4 2021: 648 institutionsQ1 2022: 642 institutionsQ2 2022: 636 institutionsQ3 2022: 637 institutionsQ4 2022: 657 institutionsQ1 2023: 650 institutionsQ2 2023: 626 institutionsQ3 2023: 584 institutionsQ4 2023: 623 institutionsQ1 2024: 592 institutionsQ2 2024: 601 institutionsQ3 2024: 629 institutionsQ4 2024: 622 institutionsQ1 2025: 677 institutionsQ2 2025: 683 institutionsQ3 2025: 679 institutionsQ4 2025: 695 institutionsQ1 2026: 698 institutionsQ2 2026: 702 institutions
Value heldQ3 2024: $8.09B
Q1 2021: $7.74BQ2 2021: $7.96BQ3 2021: $7.96BQ4 2021: $9.44BQ1 2022: $9.19BQ2 2022: $8.55BQ3 2022: $7.82BQ4 2022: $9.21BQ1 2023: $8.33BQ2 2023: $7.63BQ3 2023: $6.85BQ4 2023: $7.63BQ1 2024: $7.90BQ2 2024: $8.01BQ3 2024: $8.09BQ4 2024: $7.90BQ1 2025: $8.79BQ2 2025: $8.20BQ3 2025: $9.07BQ4 2025: $8.66BQ1 2026: $8.72BQ2 2026: $8.58B
Institutions holding WTRG and their total value by quarter
QuarterHoldersValue
Q2 2026702$8.58B
Q1 2026698$8.72B
Q4 2025695$8.66B
Q3 2025679$9.07B
Q2 2025683$8.20B
Q1 2025677$8.79B
Q4 2024622$7.90B
Q3 2024629$8.09B
Q2 2024601$8.01B
Q1 2024592$7.90B
Q4 2023623$7.63B
Q3 2023584$6.85B
Q2 2023626$7.63B
Q1 2023650$8.33B
Q4 2022657$9.21B
Q3 2022637$7.82B
Q2 2022636$8.55B
Q1 2022642$9.19B
Q4 2021648$9.44B
Q3 2021597$7.96B
Q2 2021589$7.96B
Q1 2021598$7.74B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q2 2024.

Institutions holding WTRG in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
LGT Financial Advisors LLC155$5.98K0.01%00.0%Unchanged
Versant Capital Management, Inc150$5.79K0.00%−48−24.2%Reduced
Itau Unibanco Holding S.A.142$5.48K0.00%00.0%Unchanged
SWAN Capital LLC125$4.82K0.00%00.0%Unchanged
Byrne Asset Management LLC110$4.24K0.00%+110New
Citadel Advisors LLC102$3.93K0.00%−206,525−100.0%Reduced
Farmers & Merchants Investments Inc100$3.86K0.00%00.0%Unchanged
Sachetta, LLC98$3.78K0.00%00.0%Unchanged
Ashton Thomas Securities, LLC84$3.24K0.00%+84New
Venturi Wealth Management, LLC76$2.93K0.00%−48−38.7%Reduced
Ridgewood Investments LLC63$2.43K0.00%00.0%Unchanged
Beacon Capital Management, LLC60$2.31K0.00%+60New
WR Wealth Planners, LLC50$1.93K0.00%00.0%Unchanged
Plato Investment Management Ltd46$1.77K0.00%00.0%Unchanged
Bell Investment Advisors, Inc44$1.70K0.00%00.0%Unchanged
Financial Gravity Companies, Inc.37$1.43K0.00%+37New
DiNuzzo Private Wealth, Inc.34$1.31K0.00%+2+6.3%Added
Hallmark Capital Management Inc33$1.27K0.00%+33New
Raffa Wealth Management, LLC31$1.20K0.00%00.0%Unchanged
SJS Investment Consulting Inc.30$1.16K0.00%+3+11.1%Added
Mather Group, LLC.27$1.04K0.00%−137−83.5%Reduced
Ulland Investment Advisors, LLC30$1.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC18$6940.00%−32−64.0%Reduced
True Wealth Design, LLC15$5790.00%+3+25.0%Added
Larson Financial Group LLC13$5010.00%+8+160.0%Added
MV Capital Management, Inc.12$4630.00%00.0%Unchanged
Cedar Mountain Advisors, LLC10$3800.00%+1+11.1%Added
Claris Advisors, LLC9$3470.00%+9New
Rakuten Securities, Inc.2$770.00%−1−33.3%Reduced
ExodusPoint Capital Management, LP0$00.00%−86,187−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−28,315−100.0%Sold out
Squarepoint Ops LLC0$00.00%−27,209−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−23,000−100.0%Sold out
Agf Management Ltd0$00.00%−20,585−100.0%Sold out
MBB Public Markets I LLC0$00.00%−18,964−100.0%Sold out
Trexquant Investment LP0$00.00%−15,631−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−13,456−100.0%Sold out
Readystate Asset Management LP0$00.00%−13,410−100.0%Sold out
American Century Companies Inc0$00.00%−11,850−100.0%Sold out
Simplicity Wealth,LLC0$00.00%−10,461−100.0%Sold out
Strategic Financial Concepts, LLC0$00.00%−15,807−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−10,303−100.0%Sold out
LaSalle St. Investment Advisors, LLC0$00.00%−7,994−100.0%Sold out
Horizon Investment Services, LLC0$00.00%−7,912−100.0%Sold out
Virtue Capital Management, LLC0$00.00%−6,776−100.0%Sold out
LVW Advisors, LLC0$00.00%−7,000−100.0%Sold out
Kingswood Wealth Advisors, LLC0$00.00%−6,947−100.0%Sold out
Conestoga Capital Advisors, LLC0$00.00%−6,937−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−6,867−100.0%Sold out
Main Street Financial Solutions, LLC0$00.00%−5,774−100.0%Sold out
Congress Wealth Management LLC0$00.00%−5,586−100.0%Sold out
Banco Bilbao Vizcaya Argentaria, S.A.0$00.00%−5,539−100.0%Sold out
Zacks Investment Management0$00.00%−5,544−100.0%Sold out
MAI Capital Management0$00.00%−5,386−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−4,659−100.0%Sold out
Cultivar Capital, Inc.0$00.00%−1,869−100.0%Sold out
Orion Capital Management LLC0$00.00%−1,125−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−980−100.0%Sold out
CBIZ Investment Advisory Services, LLC0$00.00%−862−100.0%Sold out
Cypress Capital, LLC0$00.00%−842−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−371−100.0%Sold out
Family Firm, Inc.0$00.00%−321−100.0%Sold out
Independence Bank of Kentucky0$00.00%−320−100.0%Sold out
Gradient Investments LLC0$00.00%−230−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−161−100.0%Sold out
Headlands Technologies LLC0$00.00%−148−100.0%Sold out
Bear Mountain Capital, Inc.0$00.00%−88−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−59−100.0%Sold out
Valley National Advisers Inc0$00.00%−55−100.0%Sold out
Zions Bancorporation, N.A.0$00.00%−45−100.0%Sold out
EdgeRock Capital LLC0$00.00%−32−100.0%Sold out
Innealta Capital, LLC0$00.00%−17−100.0%Sold out
BlackRock Inc.––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Levy Wealth Management Group, LLC––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed
Sofos Investments, Inc.––––Not filed