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, Q4 2024
Institutional positions in Essential Utilities, Inc. as of Dec 31, 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
- 622
- +6 vs. Q3 2024
- Shares held
- 217.7M
- +6.84M (+3.2%) vs. Q3 2024
- Total value
- $7.90B
- −$178.4M (−2.2%) vs. Q3 2024
- New holders
- 71
- 184 more added
- Sold out
- 65
- 254 more reduced
13 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 674 | $24.5K | 0.01% | +2+0.3% | Added |
| Princeton Global Asset Management LLC | 705 | $25.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 710 | $25.8K | 0.00% | −489−40.8% | Reduced |
| VSM Wealth Advisory, LLC | 720 | $26.1K | 0.01% | +720 | New |
| Piscataqua Savings Bank | 750 | $27.2K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 753 | $27.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 818 | $27.5K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 771 | $28.0K | 0.01% | −42−5.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 771 | $28.0K | 0.03% | +771 | New |
| NBT Bank N A | 800 | $29.1K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $29.1K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 825 | $30.0K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 900 | $32.7K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 909 | $33.0K | 0.00% | −13−1.4% | Reduced |
| Capital Advisors, Ltd. LLC | 984 | $36.0K | 0.00% | +170+20.9% | Added |
| Farther Finance Advisors, LLC | 1,014 | $36.8K | 0.00% | −135−11.7% | Reduced |
| Quent Capital, LLC | 1,030 | $37.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,102 | $40.0K | 0.01% | +9+0.8% | Added |
| IFP Advisors, Inc | 1,104 | $40.1K | 0.00% | +473+75.0% | Added |
| Orion Capital Management LLC | 1,125 | $40.9K | 0.02% | +1,125 | New |
| SRS Capital Advisors, Inc. | 1,160 | $42.1K | 0.00% | −466−28.7% | Reduced |
| Riverview Trust Co | 1,178 | $42.8K | 0.04% | 00.0% | Unchanged |
| BFSG, LLC | 1,190 | $43.2K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,215 | $44.1K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 1,228 | $44.6K | 0.00% | +1,228 | New |
| CoreCap Advisors, LLC | 1,432 | $52.0K | 0.00% | −573−28.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,500 | $54.5K | 0.00% | −1,031−40.7% | Reduced |
| Atlantic Trust, LLC | 1,500 | $54.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,524 | $55.4K | 0.00% | +91+6.4% | Added |
| Bessemer Group Inc | 1,565 | $56.0K | 0.00% | +778+98.9% | Added |
| Smartleaf Asset Management LLC | 1,561 | $56.5K | 0.01% | +179+13.0% | Added |
| Citadel Advisors LLC | 1,580 | $57.4K | 0.00% | +1,478+1,449.0% | Added |
| Old Second National Bank of Aurora | 1,613 | $58.6K | 0.01% | +13+0.8% | Added |
| Colonial Trust Advisors | 1,626 | $59.1K | 0.01% | −416−20.4% | Reduced |
| Stonebridge Financial Group, LLC | 1,660 | $60.3K | 0.01% | +1,660 | New |
| Asset Dedication, LLC | 1,677 | $60.9K | 0.00% | +136+8.8% | Added |
| Tompkins Financial Corp | 1,685 | $61.2K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 1,693 | $61.5K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $61.6K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,766 | $64.1K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,907 | $69.3K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,992 | $72.3K | 0.04% | +16+0.8% | Added |
| Creative Financial Designs Inc | 2,036 | $74.0K | 0.01% | −90−4.2% | Reduced |
| Principal Securities, Inc. | 2,105 | $76.4K | 0.00% | −2,283−52.0% | Reduced |
| Citizens National Bank Trust Department | 2,150 | $78.1K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,168 | $79.0K | 0.00% | −535−19.8% | Reduced |
| TD Waterhouse Canada Inc. | 2,214 | $80.4K | 0.00% | +1,262+132.6% | Added |
| GPS Wealth Strategies Group, LLC | 2,338 | $84.9K | 0.01% | −200−7.9% | Reduced |
| Crews Bank & Trust | 2,473 | $89.8K | 0.02% | +2,473 | New |
| Harbour Investments, Inc. | 2,546 | $92.5K | 0.00% | −33−1.3% | Reduced |
| Sound Income Strategies, LLC | 2,681 | $97.4K | 0.01% | −54−2.0% | Reduced |
| Parallel Advisors, LLC | 2,726 | $99.0K | 0.00% | −238−8.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,784 | $101.0K | 0.04% | +13+0.5% | Added |
| Colonial Trust Co | 2,792 | $101.4K | 0.02% | +447+19.1% | Added |
| Global Retirement Partners, LLC | 2,887 | $104.9K | 0.00% | −1,032−26.3% | Reduced |
| Washington Trust Co | 2,930 | $106.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,020 | $109.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 3,075 | $111.7K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,142 | $114.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 3,248 | $117.9K | 0.00% | −507−13.5% | Reduced |
| Natixis Investment Managers International | 3,409 | $123.8K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,501 | $127.2K | 0.02% | +24+0.7% | Added |
| Blume Capital Management, Inc. | 3,547 | $128.8K | 0.03% | −483−12.0% | Reduced |
| Fifth Third Bancorp | 3,770 | $136.9K | 0.00% | −373−9.0% | Reduced |
| Kempen Capital Management N.V. | 3,859 | $140.2K | 0.00% | −879−18.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $145.0K | 0.06% | −11,000−73.3% | Reduced |
| Assetmark, Inc | 4,674 | $169.8K | 0.00% | −169−3.5% | Reduced |
| Centaurus Financial, Inc. | 4,732 | $172.0K | 0.01% | −123−2.5% | Reduced |
| GAMMA Investing LLC | 4,946 | $179.6K | 0.02% | +332+7.2% | Added |
| State of Wyoming | 5,030 | $182.7K | 0.02% | +5,030 | New |
| Ci Investments Inc. | 5,255 | $191.0K | 0.00% | +1,480+39.2% | Added |
| Private Trust Co NA | 5,318 | $193.2K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 5,320 | $193.2K | 0.00% | +5,320 | New |
| Huntington National Bank | 5,339 | $193.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,461 | $198.3K | 0.01% | −55−1.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $201.0K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 5,538 | $201.1K | 0.03% | −13,487−70.9% | Reduced |
| Clark Capital Management Group, Inc. | 5,606 | $203.6K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 5,688 | $206.6K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 5,770 | $209.6K | 0.00% | −35−0.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 5,794 | $209.9K | 0.00% | −446−7.1% | Reduced |
| Profund Advisors LLC | 5,779 | $209.9K | 0.01% | −1,021−15.0% | Reduced |
| Charter Research & Investment Group, Inc. | 5,930 | $215.4K | 0.16% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,106 | $221.7K | 0.00% | −209−3.3% | Reduced |
| Custom Index Systems, LLC | 6,196 | $225.0K | 0.12% | +6,196 | New |
| YHB Investment Advisors, Inc. | 6,235 | $226.5K | 0.02% | −1,535−19.8% | Reduced |
| MidWestOne Financial Group, Inc. | 6,250 | $227.0K | 0.03% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,250 | $227.0K | 0.05% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 6,267 | $227.6K | 0.02% | +79+1.3% | Added |
| Cetera Trust Company, N.A | 6,325 | $229.7K | 0.15% | +1,860+41.7% | Added |
| Nations Financial Group Inc, | 6,342 | $230.4K | 0.02% | +289+4.8% | Added |
| Tower Wealth Partners, Inc. | 6,429 | $233.5K | 0.12% | −400−5.9% | Reduced |
| Sigma Planning Corp | 6,470 | $235.0K | 0.01% | −1,680−20.6% | Reduced |
| Anchor Investment Management, LLC | 6,495 | $235.9K | 0.02% | +25+0.4% | Added |
| Integrated Wealth Concepts LLC | 6,594 | $239.5K | 0.00% | +696+11.8% | Added |
| Ascent Group, LLC | 6,649 | $241.5K | 0.02% | −9−0.1% | Reduced |
| Providence Wealth Advisors, LLC | 6,835 | $244.5K | 0.19% | 00.0% | Unchanged |
| Kennedy Investment Group | 6,744 | $244.9K | 0.11% | +6+0.1% | Added |
| Virtu Financial LLC | 6,736 | $245.0K | 0.01% | +6,736 | New |
| Aigen Investment Management, LP | 6,781 | $246.3K | 0.04% | −23,254−77.4% | Reduced |