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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 50,304 | $1.83M | 0.00% | −771−1.5% | Reduced |
| Nisa Investment Advisors, LLC | 50,150 | $1.82M | 0.01% | +1,490+3.1% | Added |
| British Columbia Investment Management Corp | 49,777 | $1.81M | 0.01% | +6,428+14.8% | Added |
| Shelton Capital Management | 49,711 | $1.81M | 0.04% | −392−0.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 49,508 | $1.80M | 1.72% | −1,234−2.4% | Reduced |
| New Mexico Educational Retirement Board | 48,800 | $1.77M | 0.06% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 48,773 | $1.77M | 0.01% | −3,108−6.0% | Reduced |
| Warren Averett Asset Management, LLC | 46,797 | $1.70M | 0.03% | +2,218+5.0% | Added |
| Krilogy Financial LLC | 45,969 | $1.67M | 0.11% | −723−1.5% | Reduced |
| Secure Asset Management, LLC | 45,332 | $1.65M | 0.25% | +4,920+12.2% | Added |
| Nomura Holdings Inc | 45,283 | $1.64M | 0.01% | +45,283 | New |
| Cetera Investment Advisers | 44,772 | $1.63M | 0.00% | −1,197−2.6% | Reduced |
| Bridgewater Advisors Inc. | 47,334 | $1.61M | 0.17% | −80.0% | Reduced |
| Xponance, Inc. | 42,397 | $1.54M | 0.01% | +3,249+8.3% | Added |
| Swiss Life Asset Management Ltd | 42,324 | $1.54M | 0.01% | +22,422+112.7% | Added |
| Utah Retirement Systems | 41,698 | $1.51M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 41,231 | $1.50M | 0.02% | −1,747−4.1% | Reduced |
| Tredje AP-fonden | 40,820 | $1.48M | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 40,553 | $1.47M | 0.00% | −11,935−22.7% | Reduced |
| CI Private Wealth, LLC | 40,196 | $1.46M | 0.00% | −2,507−5.9% | Reduced |
| Clear Harbor Asset Management, LLC | 38,819 | $1.41M | 0.11% | −1,875−4.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 38,652 | $1.40M | 0.01% | +356+0.9% | Added |
| Pacer Advisors, Inc. | 36,835 | $1.34M | 0.00% | −8,223−18.2% | Reduced |
| Kestra Advisory Services, LLC | 36,637 | $1.33M | 0.01% | −3,372−8.4% | Reduced |
| Cerity Partners LLC | 35,986 | $1.32M | 0.00% | −215−0.6% | Reduced |
| Generali Asset Management SPA SGR | 35,531 | $1.29M | 0.03% | +35,531 | New |
| Advisor Group Holdings, Inc. | 36,557 | $1.29M | 0.00% | −3,392−8.5% | Reduced |
| Pathstone Holdings, LLC | 35,549 | $1.29M | 0.01% | −668−1.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 35,386 | $1.29M | 0.01% | −5,875−14.2% | Reduced |
| Credit Agricole S A | 35,378 | $1.28M | 0.00% | −1,560−4.2% | Reduced |
| USS Investment Management Ltd | 34,900 | $1.27M | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 34,149 | $1.24M | 0.02% | −9,078−21.0% | Reduced |
| Pathway Financial Advisers, LLC | 33,487 | $1.22M | 0.41% | −1,221,996−97.3% | Reduced |
| Susquehanna International Group, LLP | 33,484 | $1.22M | 0.00% | −16,235−32.7% | Reduced |
| Sequoia Financial Advisors, LLC | 32,565 | $1.18M | 0.01% | +5,152+18.8% | Added |
| Mercer Global Advisors Inc | 32,473 | $1.18M | 0.00% | −3,089−8.7% | Reduced |
| Addison Capital Co | 32,088 | $1.17M | 0.46% | −1,561−4.6% | Reduced |
| Nissay Asset Management Corp | 31,868 | $1.16M | 0.01% | +230+0.7% | Added |
| Lido Advisors, LLC | 30,380 | $1.10M | 0.01% | −2,960−8.9% | Reduced |
| TFG Advisers LLC | 29,917 | $1.09M | 0.39% | −1,066−3.4% | Reduced |
| GWM Advisors LLC | 29,144 | $1.06M | 0.01% | +26,517+1,009.4% | Added |
| New York Life Investment Management LLC | 29,031 | $1.05M | 0.01% | −2,478−7.9% | Reduced |
| First National Corp | 28,891 | $1.05M | 0.24% | +12,976+81.5% | Added |
| State of Alaska, Department of Revenue | 28,811 | $1.05M | 0.01% | −445−1.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 28,414 | $1.03M | 0.25% | +1,955+7.4% | Added |
| Jmac Enterprises LLC | 28,357 | $1.03M | 0.16% | +43+0.2% | Added |
| Philadelphia Trust Co | 27,630 | $1.00M | 0.07% | 00.0% | Unchanged |
| Captrust Financial Advisors | 27,451 | $997.0K | 0.00% | +9,470+52.7% | Added |
| Engineers Gate Manager LP | 27,443 | $996.7K | 0.02% | −48,054−63.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 27,407 | $995.4K | 0.00% | −2,428−8.1% | Reduced |
| Haverford Trust Co | 27,186 | $987.4K | 0.01% | +1,613+6.3% | Added |
| Lee Financial Co | 27,156 | $986.3K | 0.14% | −435−1.6% | Reduced |
| Aquatic Capital Management LLC | 27,078 | $983.5K | 0.03% | −4,822−15.1% | Reduced |
| Neuberger Berman Group LLC | 26,932 | $978.2K | 0.00% | +85+0.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,435 | $960.1K | 0.01% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 26,411 | $959.3K | 0.06% | +6,530+32.8% | Added |
| apricus wealth, LLC | 26,262 | $953.8K | 0.62% | 00.0% | Unchanged |
| Blackhill Capital Inc | 26,041 | $945.8K | 0.05% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 26,032 | $945.5K | 0.12% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 25,661 | $932.0K | 0.60% | −250−1.0% | Reduced |
| Moors & Cabot, Inc. | 25,163 | $913.9K | 0.04% | +383+1.5% | Added |
| Central Trust Co | 24,851 | $902.6K | 0.02% | −1,250−4.8% | Reduced |
| Blair William & Co | 24,652 | $895.4K | 0.00% | +285+1.2% | Added |
| Daiwa Securities Group Inc. | 23,743 | $862.0K | 0.00% | −180−0.8% | Reduced |
| Colony Group, LLC | 23,653 | $859.1K | 0.00% | +4,021+20.5% | Added |
| Everence Capital Management Inc | 23,640 | $859.0K | 0.06% | +23,640 | New |
| Key Financial Inc | 23,636 | $858.4K | 0.20% | +39+0.2% | Added |
| Community Bank, N.A. | 23,624 | $857.8K | 0.11% | −410−1.7% | Reduced |
| Wealthcare Advisory Partners LLC | 23,388 | $849.4K | 0.02% | −1,784−7.1% | Reduced |
| Axxcess Wealth Management, LLC | 23,302 | $846.3K | 0.02% | −327−1.4% | Reduced |
| Northwest & Ethical Investments L.P. | 22,980 | $834.6K | 0.02% | −37,263−61.9% | Reduced |
| Prudential Financial Inc | 21,483 | $823.4K | 0.00% | −2,115−9.0% | Reduced |
| KBC Group NV | 22,255 | $809.0K | 0.00% | +4,307+24.0% | Added |
| Vestcor Inc | 21,571 | $783.0K | 0.03% | +1,332+6.6% | Added |
| Spirit of America Management Corp | 21,500 | $780.9K | 0.16% | +3,500+19.4% | Added |
| Carnegie Capital Asset Management, LLC | 21,397 | $777.1K | 0.02% | −1,619−7.0% | Reduced |
| Aspire Private Capital, LLC | 21,176 | $769.1K | 0.19% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 20,934 | $760.3K | 0.14% | −301−1.4% | Reduced |
| Federated Hermes, Inc. | 20,711 | $752.2K | 0.00% | −5,769−21.8% | Reduced |
| Elo Mutual Pension Insurance Co | 20,672 | $750.8K | 0.02% | −2,233−9.7% | Reduced |
| Holos Integrated Wealth LLC | 20,455 | $742.9K | 0.51% | +20,455 | New |
| Sanctuary Advisors, LLC | 20,841 | $739.0K | 0.00% | −3,518−14.4% | Reduced |
| CIBC Private Wealth Group, LLC | 21,027 | $735.9K | 0.00% | −100−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 19,596 | $711.0K | 0.02% | −481−2.4% | Reduced |
| Rothschild Investment LLC | 19,527 | $709.2K | 0.05% | +317+1.7% | Added |
| J.W. Cole Advisors, Inc. | 19,460 | $706.8K | 0.03% | +13+0.1% | Added |
| Quantinno Capital Management LP | 19,327 | $702.0K | 0.01% | +7,171+59.0% | Added |
| Belpointe Asset Management LLC | 17,895 | $697.8K | 0.04% | −58−0.3% | Reduced |
| Advisors Asset Management, Inc. | 19,192 | $697.1K | 0.01% | −352−1.8% | Reduced |
| Securian Asset Management, Inc | 19,099 | $693.7K | 0.02% | −479−2.4% | Reduced |
| CenterBook Partners LP | 19,029 | $691.1K | 0.04% | −29,857−61.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,975 | $689.2K | 0.06% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 17,844 | $648.0K | 0.01% | −622−3.4% | Reduced |
| Truist Financial Corp | 17,643 | $640.8K | 0.00% | −592−3.2% | Reduced |
| Brighton Jones LLC | 17,563 | $637.9K | 0.02% | +17,563 | New |
| Smithfield Trust Co | 17,269 | $628.0K | 0.03% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 17,277 | $627.5K | 0.01% | −5,189−23.1% | Reduced |
| First Pacific Financial | 16,879 | $613.1K | 0.14% | −23−0.1% | Reduced |
| AE Wealth Management LLC | 16,613 | $603.4K | 0.01% | +2,368+16.6% | Added |
| Peoples Bank | 16,446 | $597.1K | 0.41% | −143−0.9% | Reduced |