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 |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 7,839 | $284.7K | 0.02% | 00.0% | Unchanged |
| GSG Advisors LLC | 7,808 | $283.6K | 0.09% | −820−9.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 7,757 | $281.0K | 0.09% | +7,757 | New |
| Commerce Bank | 7,728 | $280.7K | 0.00% | +863+12.6% | Added |
| Intech Investment Management LLC | 7,664 | $278.4K | 0.00% | −15,537−67.0% | Reduced |
| Vise Technologies, Inc. | 7,652 | $277.9K | 0.02% | +7,652 | New |
| 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 |
| Apella Capital, LLC | 7,580 | $275.3K | 0.01% | −1,000−11.7% | Reduced |
| Pinnacle Associates Ltd | 7,537 | $273.7K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,320 | $265.9K | 0.00% | −5,966−44.9% | Reduced |
| CWM Advisors, LLC | 7,313 | $265.6K | 0.03% | −277−3.6% | Reduced |
| Investment Management Corp of Ontario | 7,221 | $262.3K | 0.01% | −1,400−16.2% | Reduced |
| United Capital Financial Advisers, LLC | 7,198 | $261.4K | 0.00% | −347−4.6% | Reduced |
| Greenleaf Trust | 7,104 | $258.0K | 0.00% | −255−3.5% | Reduced |
| RTD Financial Advisors, Inc. | 7,103 | $258.0K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,099 | $257.8K | 0.00% | −293−4.0% | Reduced |
| Quadrant Capital Group LLC | 6,966 | $253.0K | 0.02% | −697−9.1% | Reduced |
| Gateway Investment Advisers LLC | 6,915 | $251.2K | 0.00% | −759−9.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 6,837 | $248.3K | 0.17% | −1,409−17.1% | Reduced |
| Northstar Asset Management LLC | 6,835 | $248.2K | 0.06% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,790 | $246.6K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 6,781 | $246.3K | 0.04% | −23,254−77.4% | Reduced |
| Virtu Financial LLC | 6,736 | $245.0K | 0.01% | +6,736 | New |
| Kennedy Investment Group | 6,744 | $244.9K | 0.11% | +6+0.1% | Added |
| Providence Wealth Advisors, LLC | 6,835 | $244.5K | 0.19% | 00.0% | Unchanged |
| Ascent Group, LLC | 6,649 | $241.5K | 0.02% | −9−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 6,594 | $239.5K | 0.00% | +696+11.8% | Added |
| Anchor Investment Management, LLC | 6,495 | $235.9K | 0.02% | +25+0.4% | Added |
| Sigma Planning Corp | 6,470 | $235.0K | 0.01% | −1,680−20.6% | Reduced |
| Tower Wealth Partners, Inc. | 6,429 | $233.5K | 0.12% | −400−5.9% | Reduced |
| Nations Financial Group Inc, | 6,342 | $230.4K | 0.02% | +289+4.8% | Added |
| Cetera Trust Company, N.A | 6,325 | $229.7K | 0.15% | +1,860+41.7% | Added |
| MONECO Advisors, LLC | 6,267 | $227.6K | 0.02% | +79+1.3% | Added |
| 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 |
| YHB Investment Advisors, Inc. | 6,235 | $226.5K | 0.02% | −1,535−19.8% | Reduced |
| Custom Index Systems, LLC | 6,196 | $225.0K | 0.12% | +6,196 | New |
| Federation des caisses Desjardins du Quebec | 6,106 | $221.7K | 0.00% | −209−3.3% | Reduced |
| Charter Research & Investment Group, Inc. | 5,930 | $215.4K | 0.16% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,779 | $209.9K | 0.01% | −1,021−15.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 5,794 | $209.9K | 0.00% | −446−7.1% | Reduced |
| Rafferty Asset Management, LLC | 5,770 | $209.6K | 0.00% | −35−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,688 | $206.6K | 0.00% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 5,606 | $203.6K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 5,538 | $201.1K | 0.03% | −13,487−70.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $201.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,461 | $198.3K | 0.01% | −55−1.0% | Reduced |
| Huntington National Bank | 5,339 | $193.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,320 | $193.2K | 0.00% | +5,320 | New |
| Private Trust Co NA | 5,318 | $193.2K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,255 | $191.0K | 0.00% | +1,480+39.2% | Added |
| State of Wyoming | 5,030 | $182.7K | 0.02% | +5,030 | New |
| GAMMA Investing LLC | 4,946 | $179.6K | 0.02% | +332+7.2% | Added |
| Centaurus Financial, Inc. | 4,732 | $172.0K | 0.01% | −123−2.5% | Reduced |
| Assetmark, Inc | 4,674 | $169.8K | 0.00% | −169−3.5% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $145.0K | 0.06% | −11,000−73.3% | Reduced |
| Kempen Capital Management N.V. | 3,859 | $140.2K | 0.00% | −879−18.6% | Reduced |
| Fifth Third Bancorp | 3,770 | $136.9K | 0.00% | −373−9.0% | Reduced |
| Blume Capital Management, Inc. | 3,547 | $128.8K | 0.03% | −483−12.0% | Reduced |
| V-Square Quantitative Management LLC | 3,501 | $127.2K | 0.02% | +24+0.7% | Added |
| Natixis Investment Managers International | 3,409 | $123.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 3,248 | $117.9K | 0.00% | −507−13.5% | Reduced |
| Hanson & Doremus Investment Management | 3,142 | $114.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 3,075 | $111.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,020 | $109.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 2,930 | $106.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,887 | $104.9K | 0.00% | −1,032−26.3% | Reduced |
| Colonial Trust Co | 2,792 | $101.4K | 0.02% | +447+19.1% | Added |
| Hazlett, Burt & Watson, Inc. | 2,784 | $101.0K | 0.04% | +13+0.5% | Added |
| Parallel Advisors, LLC | 2,726 | $99.0K | 0.00% | −238−8.0% | Reduced |
| Sound Income Strategies, LLC | 2,681 | $97.4K | 0.01% | −54−2.0% | Reduced |
| Harbour Investments, Inc. | 2,546 | $92.5K | 0.00% | −33−1.3% | Reduced |
| Crews Bank & Trust | 2,473 | $89.8K | 0.02% | +2,473 | New |
| GPS Wealth Strategies Group, LLC | 2,338 | $84.9K | 0.01% | −200−7.9% | Reduced |
| TD Waterhouse Canada Inc. | 2,214 | $80.4K | 0.00% | +1,262+132.6% | Added |
| Shell Asset Management Co | 2,168 | $79.0K | 0.00% | −535−19.8% | Reduced |
| Citizens National Bank Trust Department | 2,150 | $78.1K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,105 | $76.4K | 0.00% | −2,283−52.0% | Reduced |
| Creative Financial Designs Inc | 2,036 | $74.0K | 0.01% | −90−4.2% | Reduced |
| Tower View Investment Management & Research LLC | 1,992 | $72.3K | 0.04% | +16+0.8% | Added |
| Geneos Wealth Management Inc. | 1,907 | $69.3K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,766 | $64.1K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $61.6K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 1,693 | $61.5K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,685 | $61.2K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,677 | $60.9K | 0.00% | +136+8.8% | Added |
| Stonebridge Financial Group, LLC | 1,660 | $60.3K | 0.01% | +1,660 | New |
| Colonial Trust Advisors | 1,626 | $59.1K | 0.01% | −416−20.4% | Reduced |
| Old Second National Bank of Aurora | 1,613 | $58.6K | 0.01% | +13+0.8% | Added |
| Citadel Advisors LLC | 1,580 | $57.4K | 0.00% | +1,478+1,449.0% | Added |
| Smartleaf Asset Management LLC | 1,561 | $56.5K | 0.01% | +179+13.0% | Added |
| Bessemer Group Inc | 1,565 | $56.0K | 0.00% | +778+98.9% | Added |
| Massmutual Trust Co FSB | 1,524 | $55.4K | 0.00% | +91+6.4% | Added |
| 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 |
| CoreCap Advisors, LLC | 1,432 | $52.0K | 0.00% | −573−28.6% | Reduced |
| New Age Alpha Advisors, LLC | 1,228 | $44.6K | 0.00% | +1,228 | New |
| Carolinas Wealth Consulting LLC | 1,215 | $44.1K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 1,190 | $43.2K | 0.01% | 00.0% | Unchanged |