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 |
|---|---|---|---|---|---|
| Mediolanum International Funds Ltd | 14,013 | $506.3K | 0.01% | +4,599+48.9% | Added |
| Millennium Management LLC | 14,062 | $510.7K | 0.00% | −1,229,422−98.9% | Reduced |
| CIBC Asset Management Inc | 14,066 | $510.9K | 0.00% | −177−1.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,095 | $511.9K | 0.02% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 14,100 | $512.1K | 0.29% | +8,800+166.0% | Added |
| Mitchell Sinkler & Starr | 14,378 | $522.2K | 0.14% | −1,140−7.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,412 | $523.3K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 14,413 | $523.5K | 0.31% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 14,710 | $534.3K | 0.01% | +7,682+109.3% | Added |
| Keybank National Association | 14,715 | $534.4K | 0.00% | −440−2.9% | Reduced |
| XTX Topco Ltd | 14,813 | $538.0K | 0.05% | −18,434−55.4% | Reduced |
| Sterling Capital Management LLC | 14,924 | $542.0K | 0.01% | +5,324+55.5% | Added |
| US Bancorp | 14,996 | $544.7K | 0.00% | −1,163−7.2% | Reduced |
| RSM US Wealth Management LLC | 15,155 | $549.9K | 0.01% | −1,286−7.8% | Reduced |
| Loudon Investment Management, LLC | 15,463 | $561.6K | 0.32% | 00.0% | Unchanged |
| Blossom Wealth Management | 15,850 | $575.7K | 1.11% | +1,070+7.2% | Added |
| Ossiam | 15,993 | $580.9K | 0.01% | −16,040−50.1% | Reduced |
| Wealthspire Advisors, LLC | 15,995 | $580.9K | 0.01% | +645+4.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 16,089 | $584.4K | 0.04% | 00.0% | Unchanged |
| Inceptionr LLC | 16,169 | $587.3K | 0.13% | +16,169 | New |
| Prelude Capital Management, LLC | 16,290 | $591.7K | 0.05% | −2,940−15.3% | Reduced |
| United Services Automobile Association | 16,409 | $596.0K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 16,446 | $597.1K | 0.41% | −143−0.9% | Reduced |
| AE Wealth Management LLC | 16,613 | $603.4K | 0.01% | +2,368+16.6% | Added |
| First Pacific Financial | 16,879 | $613.1K | 0.14% | −23−0.1% | Reduced |
| Cullen Capital Management LLC | 17,277 | $627.5K | 0.01% | −5,189−23.1% | Reduced |
| Smithfield Trust Co | 17,269 | $628.0K | 0.03% | 00.0% | Unchanged |
| Brighton Jones LLC | 17,563 | $637.9K | 0.02% | +17,563 | New |
| Truist Financial Corp | 17,643 | $640.8K | 0.00% | −592−3.2% | Reduced |
| Crossmark Global Holdings, Inc. | 17,844 | $648.0K | 0.01% | −622−3.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,975 | $689.2K | 0.06% | 00.0% | Unchanged |
| CenterBook Partners LP | 19,029 | $691.1K | 0.04% | −29,857−61.1% | Reduced |
| Securian Asset Management, Inc | 19,099 | $693.7K | 0.02% | −479−2.4% | Reduced |
| Advisors Asset Management, Inc. | 19,192 | $697.1K | 0.01% | −352−1.8% | Reduced |
| Belpointe Asset Management LLC | 17,895 | $697.8K | 0.04% | −58−0.3% | Reduced |
| Quantinno Capital Management LP | 19,327 | $702.0K | 0.01% | +7,171+59.0% | Added |
| J.W. Cole Advisors, Inc. | 19,460 | $706.8K | 0.03% | +13+0.1% | Added |
| Rothschild Investment LLC | 19,527 | $709.2K | 0.05% | +317+1.7% | Added |
| Gulf International Bank (UK) Ltd | 19,596 | $711.0K | 0.02% | −481−2.4% | Reduced |
| CIBC Private Wealth Group, LLC | 21,027 | $735.9K | 0.00% | −100−0.5% | Reduced |
| Sanctuary Advisors, LLC | 20,841 | $739.0K | 0.00% | −3,518−14.4% | Reduced |
| Holos Integrated Wealth LLC | 20,455 | $742.9K | 0.51% | +20,455 | New |
| Elo Mutual Pension Insurance Co | 20,672 | $750.8K | 0.02% | −2,233−9.7% | Reduced |
| Federated Hermes, Inc. | 20,711 | $752.2K | 0.00% | −5,769−21.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 20,934 | $760.3K | 0.14% | −301−1.4% | Reduced |
| Aspire Private Capital, LLC | 21,176 | $769.1K | 0.19% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 21,397 | $777.1K | 0.02% | −1,619−7.0% | Reduced |
| Spirit of America Management Corp | 21,500 | $780.9K | 0.16% | +3,500+19.4% | Added |
| Vestcor Inc | 21,571 | $783.0K | 0.03% | +1,332+6.6% | Added |
| KBC Group NV | 22,255 | $809.0K | 0.00% | +4,307+24.0% | Added |
| Prudential Financial Inc | 21,483 | $823.4K | 0.00% | −2,115−9.0% | Reduced |
| Northwest & Ethical Investments L.P. | 22,980 | $834.6K | 0.02% | −37,263−61.9% | Reduced |
| Axxcess Wealth Management, LLC | 23,302 | $846.3K | 0.02% | −327−1.4% | Reduced |
| Wealthcare Advisory Partners LLC | 23,388 | $849.4K | 0.02% | −1,784−7.1% | Reduced |
| Community Bank, N.A. | 23,624 | $857.8K | 0.11% | −410−1.7% | Reduced |
| Key Financial Inc | 23,636 | $858.4K | 0.20% | +39+0.2% | Added |
| Everence Capital Management Inc | 23,640 | $859.0K | 0.06% | +23,640 | New |
| Colony Group, LLC | 23,653 | $859.1K | 0.00% | +4,021+20.5% | Added |
| Daiwa Securities Group Inc. | 23,743 | $862.0K | 0.00% | −180−0.8% | Reduced |
| Blair William & Co | 24,652 | $895.4K | 0.00% | +285+1.2% | Added |
| Central Trust Co | 24,851 | $902.6K | 0.02% | −1,250−4.8% | Reduced |
| Moors & Cabot, Inc. | 25,163 | $913.9K | 0.04% | +383+1.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 25,661 | $932.0K | 0.60% | −250−1.0% | Reduced |
| Continuum Advisory, LLC | 26,032 | $945.5K | 0.12% | 00.0% | Unchanged |
| Blackhill Capital Inc | 26,041 | $945.8K | 0.05% | 00.0% | Unchanged |
| apricus wealth, LLC | 26,262 | $953.8K | 0.62% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 26,411 | $959.3K | 0.06% | +6,530+32.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,435 | $960.1K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 26,932 | $978.2K | 0.00% | +85+0.3% | Added |
| Aquatic Capital Management LLC | 27,078 | $983.5K | 0.03% | −4,822−15.1% | Reduced |
| Lee Financial Co | 27,156 | $986.3K | 0.14% | −435−1.6% | Reduced |
| Haverford Trust Co | 27,186 | $987.4K | 0.01% | +1,613+6.3% | Added |
| Northwestern Mutual Wealth Management Co | 27,407 | $995.4K | 0.00% | −2,428−8.1% | Reduced |
| Engineers Gate Manager LP | 27,443 | $996.7K | 0.02% | −48,054−63.7% | Reduced |
| Captrust Financial Advisors | 27,451 | $997.0K | 0.00% | +9,470+52.7% | Added |
| Philadelphia Trust Co | 27,630 | $1.00M | 0.07% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 28,357 | $1.03M | 0.16% | +43+0.2% | Added |
| Sterling Investment Advisors, Ltd. | 28,414 | $1.03M | 0.25% | +1,955+7.4% | Added |
| State of Alaska, Department of Revenue | 28,811 | $1.05M | 0.01% | −445−1.5% | Reduced |
| First National Corp | 28,891 | $1.05M | 0.24% | +12,976+81.5% | Added |
| New York Life Investment Management LLC | 29,031 | $1.05M | 0.01% | −2,478−7.9% | Reduced |
| GWM Advisors LLC | 29,144 | $1.06M | 0.01% | +26,517+1,009.4% | Added |
| TFG Advisers LLC | 29,917 | $1.09M | 0.39% | −1,066−3.4% | Reduced |
| Lido Advisors, LLC | 30,380 | $1.10M | 0.01% | −2,960−8.9% | Reduced |
| Nissay Asset Management Corp | 31,868 | $1.16M | 0.01% | +230+0.7% | Added |
| Addison Capital Co | 32,088 | $1.17M | 0.46% | −1,561−4.6% | Reduced |
| Mercer Global Advisors Inc | 32,473 | $1.18M | 0.00% | −3,089−8.7% | Reduced |
| Sequoia Financial Advisors, LLC | 32,565 | $1.18M | 0.01% | +5,152+18.8% | Added |
| Susquehanna International Group, LLP | 33,484 | $1.22M | 0.00% | −16,235−32.7% | Reduced |
| Pathway Financial Advisers, LLC | 33,487 | $1.22M | 0.41% | −1,221,996−97.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 34,149 | $1.24M | 0.02% | −9,078−21.0% | Reduced |
| USS Investment Management Ltd | 34,900 | $1.27M | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 35,378 | $1.28M | 0.00% | −1,560−4.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 35,386 | $1.29M | 0.01% | −5,875−14.2% | Reduced |
| Pathstone Holdings, LLC | 35,549 | $1.29M | 0.01% | −668−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 36,557 | $1.29M | 0.00% | −3,392−8.5% | Reduced |
| Generali Asset Management SPA SGR | 35,531 | $1.29M | 0.03% | +35,531 | New |
| Cerity Partners LLC | 35,986 | $1.32M | 0.00% | −215−0.6% | Reduced |
| Kestra Advisory Services, LLC | 36,637 | $1.33M | 0.01% | −3,372−8.4% | Reduced |
| Pacer Advisors, Inc. | 36,835 | $1.34M | 0.00% | −8,223−18.2% | Reduced |