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 |
|---|---|---|---|---|---|
| Advisors Capital Management, LLC | 6,790 | $246.6K | 0.00% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 6,835 | $248.2K | 0.06% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 6,837 | $248.3K | 0.17% | −1,409−17.1% | Reduced |
| Gateway Investment Advisers LLC | 6,915 | $251.2K | 0.00% | −759−9.9% | Reduced |
| Quadrant Capital Group LLC | 6,966 | $253.0K | 0.02% | −697−9.1% | Reduced |
| Johnson Investment Counsel Inc | 7,099 | $257.8K | 0.00% | −293−4.0% | Reduced |
| RTD Financial Advisors, Inc. | 7,103 | $258.0K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 7,104 | $258.0K | 0.00% | −255−3.5% | Reduced |
| United Capital Financial Advisers, LLC | 7,198 | $261.4K | 0.00% | −347−4.6% | Reduced |
| Investment Management Corp of Ontario | 7,221 | $262.3K | 0.01% | −1,400−16.2% | Reduced |
| CWM Advisors, LLC | 7,313 | $265.6K | 0.03% | −277−3.6% | Reduced |
| Cresset Asset Management, LLC | 7,320 | $265.9K | 0.00% | −5,966−44.9% | Reduced |
| Pinnacle Associates Ltd | 7,537 | $273.7K | 0.00% | 00.0% | Unchanged |
| Apella Capital, LLC | 7,580 | $275.3K | 0.01% | −1,000−11.7% | Reduced |
| Capstone Investment Advisors, LLC | 7,625 | $276.9K | 0.00% | −4,779−38.5% | Reduced |
| Lindenwold Advisors | 7,625 | $276.9K | 0.15% | −305−3.8% | Reduced |
| Vise Technologies, Inc. | 7,652 | $277.9K | 0.02% | +7,652 | New |
| Intech Investment Management LLC | 7,664 | $278.4K | 0.00% | −15,537−67.0% | Reduced |
| Commerce Bank | 7,728 | $280.7K | 0.00% | +863+12.6% | Added |
| LaSalle St. Investment Advisors, LLC | 7,757 | $281.0K | 0.09% | +7,757 | New |
| GSG Advisors LLC | 7,808 | $283.6K | 0.09% | −820−9.5% | Reduced |
| Armstrong Advisory Group, Inc | 7,839 | $284.7K | 0.02% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 7,844 | $284.9K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,911 | $287.3K | 0.03% | +30.0% | Added |
| Fulton Bank, N.A. | 7,931 | $288.1K | 0.01% | +7,931 | New |
| HBK Sorce Advisory LLC | 7,945 | $288.6K | 0.01% | +409+5.4% | Added |
| Seeds Investor LLC | 8,012 | $291.0K | 0.08% | +641+8.7% | Added |
| Congress Wealth Management LLC | 8,020 | $291.3K | 0.00% | +8,020 | New |
| Fifth Third Wealth Advisors LLC | 8,032 | $291.7K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,100 | $294.2K | 0.02% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 8,114 | $294.7K | 0.10% | 00.0% | Unchanged |
| Allstate Corp | 8,266 | $300.2K | 0.01% | +8,266 | New |
| Machina Capital S.A.S. | 8,307 | $301.7K | 0.13% | +2,220+36.5% | Added |
| CAPROCK Group, Inc. | 8,529 | $309.8K | 0.01% | −214−2.4% | Reduced |
| Caisse des Depots Et Consignations | 8,551 | $310.6K | 0.02% | +8,551 | New |
| Oppenheimer & Co Inc | 8,557 | $310.8K | 0.00% | −1,820−17.5% | Reduced |
| Signaturefd, LLC | 8,813 | $320.1K | 0.01% | −311−3.4% | Reduced |
| Welch & Forbes LLC | 8,854 | $321.6K | 0.00% | −265−2.9% | Reduced |
| Great Valley Advisor Group, Inc. | 8,959 | $325.4K | 0.01% | +33+0.4% | Added |
| Atomi Financial Group, Inc. | 8,973 | $325.9K | 0.02% | −427−4.5% | Reduced |
| Mendel Money Management | 9,080 | $329.8K | 0.15% | +40+0.4% | Added |
| Foundations Investment Advisors, LLC | 9,092 | $330.2K | 0.01% | +185+2.1% | Added |
| Bank of Nova Scotia | 9,141 | $332.0K | 0.00% | −3,450−27.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,147 | $332.2K | 0.02% | −1,258−12.1% | Reduced |
| Marcum Wealth, LLC | 9,189 | $333.7K | 0.03% | +56+0.6% | Added |
| EP Wealth Advisors, LLC | 9,229 | $335.2K | 0.00% | −354−3.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,362 | $340.0K | 0.02% | +600+6.8% | Added |
| Evergreen Capital Management LLC | 9,515 | $345.6K | 0.01% | −787−7.6% | Reduced |
| Glen Eagle Advisors, LLC | 9,526 | $346.0K | 0.06% | −436−4.4% | Reduced |
| Edgestream Partners, L.P. | 9,744 | $353.9K | 0.02% | +9,744 | New |
| Longfellow Investment Management Co LLC | 9,767 | $354.7K | 0.09% | −626−6.0% | Reduced |
| Bernardo Wealth Planning LLC | 10,451 | $356.2K | 0.09% | +30.0% | Added |
| Verus Wealth Management, LLC | 9,947 | $361.3K | 0.41% | +9,947 | New |
| First Affirmative Financial Network | 9,994 | $363.0K | 0.21% | +351+3.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,985 | $363.0K | 0.00% | +9,985 | New |
| Bleakley Financial Group, LLC | 10,006 | $363.4K | 0.01% | −465−4.4% | Reduced |
| Code Waechter LLC | 10,089 | $366.4K | 0.32% | −879−8.0% | Reduced |
| Pullen Investment Management, LLC | 10,149 | $368.6K | 0.24% | −1,659−14.0% | Reduced |
| Gitterman Wealth Management, LLC | 10,243 | $372.0K | 0.16% | +1,020+11.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,306 | $374.3K | 0.15% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 10,529 | $382.4K | 0.02% | −595−5.3% | Reduced |
| Manchester Capital Management LLC | 10,668 | $387.5K | 0.04% | +1,398+15.1% | Added |
| Independent Advisor Alliance | 10,695 | $388.4K | 0.01% | +10,695 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 9,696 | $388.6K | 0.00% | +670+7.4% | Added |
| Institute for Wealth Management, LLC. | 10,701 | $388.7K | 0.05% | −175−1.6% | Reduced |
| Fieldview Capital Management, LLC | 10,727 | $389.6K | 0.06% | +10,727 | New |
| Omers Administration Corp | 10,858 | $394.4K | 0.00% | −5,371−33.1% | Reduced |
| HB Wealth Management, LLC | 10,919 | $396.6K | 0.00% | +856+8.5% | Added |
| Fiduciary Trust Co | 10,927 | $396.9K | 0.01% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 10,963 | $398.2K | 0.06% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 11,010 | $400.0K | 0.04% | +11,010 | New |
| Rockefeller Capital Management L.P. | 11,028 | $400.6K | 0.00% | +617+5.9% | Added |
| EagleClaw Capital Managment, LLC | 11,052 | $401.4K | 0.06% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 11,074 | $403.0K | 0.15% | 00.0% | Unchanged |
| Eastern Bank | 11,250 | $408.6K | 0.01% | −38,030−77.2% | Reduced |
| ELCO Management Co., LLC | 11,552 | $419.6K | 0.22% | −6,950−37.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,622 | $422.1K | 0.03% | +11,622 | New |
| Farmers Trust Co | 11,652 | $423.2K | 0.08% | −318−2.7% | Reduced |
| CIBC World Markets Corp | 11,765 | $427.3K | 0.00% | −3,377−22.3% | Reduced |
| BKD Wealth Advisors, LLC | 11,832 | $429.7K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 11,933 | $433.4K | 0.00% | −81−0.7% | Reduced |
| Ieq Capital, LLC | 12,081 | $438.8K | 0.00% | +71+0.6% | Added |
| Agp Franklin, LLC | 12,119 | $440.2K | 0.27% | +12,119 | New |
| Kathmere Capital Management, LLC | 12,302 | $446.8K | 0.04% | −1,889−13.3% | Reduced |
| Ingalls & Snyder LLC | 12,463 | $453.0K | 0.02% | −425−3.3% | Reduced |
| QRG Capital Management, Inc. | 12,510 | $454.4K | 0.00% | −1,491−10.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,661 | $459.8K | 0.02% | +1,516+13.6% | Added |
| Illinois Municipal Retirement Fund | 12,828 | $465.9K | 0.01% | 00.0% | Unchanged |
| M&G Plc | 13,025 | $468.9K | 0.00% | 00.0% | Unchanged |
| Everett Harris & Co | 13,000 | $472.2K | 0.01% | +13,000 | New |
| Modera Wealth Management, LLC | 13,121 | $476.6K | 0.01% | −15,378−54.0% | Reduced |
| Clean Yield Group | 13,270 | $482.0K | 0.15% | −250−1.8% | Reduced |
| Tradewinds Capital Management, LLC | 13,408 | $487.0K | 0.13% | +10.0% | Added |
| Northcape Wealth Management, LLC | 13,451 | $488.5K | 0.16% | +13,451 | New |
| Red Door Wealth Management, LLC | 13,523 | $491.2K | 0.08% | +13,523 | New |
| CWM, LLC | 13,712 | $498.0K | 0.00% | +1,717+14.3% | Added |
| Atom Investors LP | 13,746 | $499.3K | 0.06% | −216,598−94.0% | Reduced |
| D.A. Davidson & Co. | 13,855 | $503.2K | 0.00% | −1,858−11.8% | Reduced |
| Atria Wealth Solutions, Inc. | 13,864 | $503.5K | 0.01% | +13,864 | New |
| Rowland & Co Investment Counsel | 13,872 | $503.8K | 0.11% | −300−2.1% | Reduced |