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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 16,409 | $596.0K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 16,290 | $591.7K | 0.05% | −2,940−15.3% | Reduced |
| Inceptionr LLC | 16,169 | $587.3K | 0.13% | +16,169 | New |
| Lombard Odier Asset Management (Switzerland) SA | 16,089 | $584.4K | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 15,995 | $580.9K | 0.01% | +645+4.2% | Added |
| Ossiam | 15,993 | $580.9K | 0.01% | −16,040−50.1% | Reduced |
| Blossom Wealth Management | 15,850 | $575.7K | 1.11% | +1,070+7.2% | Added |
| Loudon Investment Management, LLC | 15,463 | $561.6K | 0.32% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 15,155 | $549.9K | 0.01% | −1,286−7.8% | Reduced |
| US Bancorp | 14,996 | $544.7K | 0.00% | −1,163−7.2% | Reduced |
| Sterling Capital Management LLC | 14,924 | $542.0K | 0.01% | +5,324+55.5% | Added |
| XTX Topco Ltd | 14,813 | $538.0K | 0.05% | −18,434−55.4% | Reduced |
| Keybank National Association | 14,715 | $534.4K | 0.00% | −440−2.9% | Reduced |
| Tower Research Capital LLC (TRC) | 14,710 | $534.3K | 0.01% | +7,682+109.3% | Added |
| Resurgent Financial Advisors LLC | 14,413 | $523.5K | 0.31% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 14,412 | $523.3K | 0.01% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 14,378 | $522.2K | 0.14% | −1,140−7.3% | Reduced |
| Capital Market Strategies LLC | 14,100 | $512.1K | 0.29% | +8,800+166.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,095 | $511.9K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 14,066 | $510.9K | 0.00% | −177−1.2% | Reduced |
| Millennium Management LLC | 14,062 | $510.7K | 0.00% | −1,229,422−98.9% | Reduced |
| Mediolanum International Funds Ltd | 14,013 | $506.3K | 0.01% | +4,599+48.9% | Added |
| Rowland & Co Investment Counsel | 13,872 | $503.8K | 0.11% | −300−2.1% | Reduced |
| Atria Wealth Solutions, Inc. | 13,864 | $503.5K | 0.01% | +13,864 | New |
| D.A. Davidson & Co. | 13,855 | $503.2K | 0.00% | −1,858−11.8% | Reduced |
| Atom Investors LP | 13,746 | $499.3K | 0.06% | −216,598−94.0% | Reduced |
| CWM, LLC | 13,712 | $498.0K | 0.00% | +1,717+14.3% | Added |
| Red Door Wealth Management, LLC | 13,523 | $491.2K | 0.08% | +13,523 | New |
| Northcape Wealth Management, LLC | 13,451 | $488.5K | 0.16% | +13,451 | New |
| Tradewinds Capital Management, LLC | 13,408 | $487.0K | 0.13% | +10.0% | Added |
| Clean Yield Group | 13,270 | $482.0K | 0.15% | −250−1.8% | Reduced |
| Modera Wealth Management, LLC | 13,121 | $476.6K | 0.01% | −15,378−54.0% | Reduced |
| Everett Harris & Co | 13,000 | $472.2K | 0.01% | +13,000 | New |
| M&G Plc | 13,025 | $468.9K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 12,828 | $465.9K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 12,661 | $459.8K | 0.02% | +1,516+13.6% | Added |
| QRG Capital Management, Inc. | 12,510 | $454.4K | 0.00% | −1,491−10.6% | Reduced |
| Ingalls & Snyder LLC | 12,463 | $453.0K | 0.02% | −425−3.3% | Reduced |
| Kathmere Capital Management, LLC | 12,302 | $446.8K | 0.04% | −1,889−13.3% | Reduced |
| Agp Franklin, LLC | 12,119 | $440.2K | 0.27% | +12,119 | New |
| Ieq Capital, LLC | 12,081 | $438.8K | 0.00% | +71+0.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,933 | $433.4K | 0.00% | −81−0.7% | Reduced |
| BKD Wealth Advisors, LLC | 11,832 | $429.7K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Corp | 11,765 | $427.3K | 0.00% | −3,377−22.3% | Reduced |
| Farmers Trust Co | 11,652 | $423.2K | 0.08% | −318−2.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,622 | $422.1K | 0.03% | +11,622 | New |
| ELCO Management Co., LLC | 11,552 | $419.6K | 0.22% | −6,950−37.6% | Reduced |
| Eastern Bank | 11,250 | $408.6K | 0.01% | −38,030−77.2% | Reduced |
| SS&H Financial Advisors, Inc. | 11,074 | $403.0K | 0.15% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 11,052 | $401.4K | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 11,028 | $400.6K | 0.00% | +617+5.9% | Added |
| Koss-Olinger Consulting, LLC | 11,010 | $400.0K | 0.04% | +11,010 | New |
| TrinityPoint Wealth, LLC | 10,963 | $398.2K | 0.06% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,927 | $396.9K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,919 | $396.6K | 0.00% | +856+8.5% | Added |
| Omers Administration Corp | 10,858 | $394.4K | 0.00% | −5,371−33.1% | Reduced |
| Fieldview Capital Management, LLC | 10,727 | $389.6K | 0.06% | +10,727 | New |
| Institute for Wealth Management, LLC. | 10,701 | $388.7K | 0.05% | −175−1.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 9,696 | $388.6K | 0.00% | +670+7.4% | Added |
| Independent Advisor Alliance | 10,695 | $388.4K | 0.01% | +10,695 | New |
| Manchester Capital Management LLC | 10,668 | $387.5K | 0.04% | +1,398+15.1% | Added |
| Meeder Advisory Services, Inc. | 10,529 | $382.4K | 0.02% | −595−5.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,306 | $374.3K | 0.15% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 10,243 | $372.0K | 0.16% | +1,020+11.1% | Added |
| Pullen Investment Management, LLC | 10,149 | $368.6K | 0.24% | −1,659−14.0% | Reduced |
| Code Waechter LLC | 10,089 | $366.4K | 0.32% | −879−8.0% | Reduced |
| Bleakley Financial Group, LLC | 10,006 | $363.4K | 0.01% | −465−4.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,985 | $363.0K | 0.00% | +9,985 | New |
| First Affirmative Financial Network | 9,994 | $363.0K | 0.21% | +351+3.6% | Added |
| Verus Wealth Management, LLC | 9,947 | $361.3K | 0.41% | +9,947 | New |
| Bernardo Wealth Planning LLC | 10,451 | $356.2K | 0.09% | +30.0% | Added |
| Longfellow Investment Management Co LLC | 9,767 | $354.7K | 0.09% | −626−6.0% | Reduced |
| Edgestream Partners, L.P. | 9,744 | $353.9K | 0.02% | +9,744 | New |
| Glen Eagle Advisors, LLC | 9,526 | $346.0K | 0.06% | −436−4.4% | Reduced |
| Evergreen Capital Management LLC | 9,515 | $345.6K | 0.01% | −787−7.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,362 | $340.0K | 0.02% | +600+6.8% | Added |
| EP Wealth Advisors, LLC | 9,229 | $335.2K | 0.00% | −354−3.7% | Reduced |
| Marcum Wealth, LLC | 9,189 | $333.7K | 0.03% | +56+0.6% | Added |
| Procyon Private Wealth Partners, LLC | 9,147 | $332.2K | 0.02% | −1,258−12.1% | Reduced |
| Bank of Nova Scotia | 9,141 | $332.0K | 0.00% | −3,450−27.4% | Reduced |
| Foundations Investment Advisors, LLC | 9,092 | $330.2K | 0.01% | +185+2.1% | Added |
| Mendel Money Management | 9,080 | $329.8K | 0.15% | +40+0.4% | Added |
| Atomi Financial Group, Inc. | 8,973 | $325.9K | 0.02% | −427−4.5% | Reduced |
| Great Valley Advisor Group, Inc. | 8,959 | $325.4K | 0.01% | +33+0.4% | Added |
| Welch & Forbes LLC | 8,854 | $321.6K | 0.00% | −265−2.9% | Reduced |
| Signaturefd, LLC | 8,813 | $320.1K | 0.01% | −311−3.4% | Reduced |
| Oppenheimer & Co Inc | 8,557 | $310.8K | 0.00% | −1,820−17.5% | Reduced |
| Caisse des Depots Et Consignations | 8,551 | $310.6K | 0.02% | +8,551 | New |
| CAPROCK Group, Inc. | 8,529 | $309.8K | 0.01% | −214−2.4% | Reduced |
| Machina Capital S.A.S. | 8,307 | $301.7K | 0.13% | +2,220+36.5% | Added |
| Allstate Corp | 8,266 | $300.2K | 0.01% | +8,266 | New |
| O'Brien Greene & Co. Inc | 8,114 | $294.7K | 0.10% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,100 | $294.2K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 8,032 | $291.7K | 0.02% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 8,020 | $291.3K | 0.00% | +8,020 | New |
| Seeds Investor LLC | 8,012 | $291.0K | 0.08% | +641+8.7% | Added |
| HBK Sorce Advisory LLC | 7,945 | $288.6K | 0.01% | +409+5.4% | Added |
| Fulton Bank, N.A. | 7,931 | $288.1K | 0.01% | +7,931 | New |
| SeaCrest Wealth Management, LLC | 7,911 | $287.3K | 0.03% | +30.0% | Added |
| Birch Hill Investment Advisors LLC | 7,844 | $284.9K | 0.01% | 00.0% | Unchanged |