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 |
|---|---|---|---|---|---|
| Riverview Trust Co | 1,178 | $42.8K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,160 | $42.1K | 0.00% | −466−28.7% | Reduced |
| Orion Capital Management LLC | 1,125 | $40.9K | 0.02% | +1,125 | New |
| IFP Advisors, Inc | 1,104 | $40.1K | 0.00% | +473+75.0% | Added |
| Truvestments Capital LLC | 1,102 | $40.0K | 0.01% | +9+0.8% | Added |
| Quent Capital, LLC | 1,030 | $37.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,014 | $36.8K | 0.00% | −135−11.7% | Reduced |
| Capital Advisors, Ltd. LLC | 984 | $36.0K | 0.00% | +170+20.9% | Added |
| Lindbrook Capital, LLC | 909 | $33.0K | 0.00% | −13−1.4% | Reduced |
| Chelsea Counsel Co | 900 | $32.7K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 825 | $30.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $29.1K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $29.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 771 | $28.0K | 0.01% | −42−5.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 771 | $28.0K | 0.03% | +771 | New |
| Proequities, Inc. | 818 | $27.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 753 | $27.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 750 | $27.2K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 720 | $26.1K | 0.01% | +720 | New |
| Ronald Blue Trust, Inc. | 710 | $25.8K | 0.00% | −489−40.8% | Reduced |
| Princeton Global Asset Management LLC | 705 | $25.6K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 674 | $24.5K | 0.01% | +2+0.3% | Added |
| First Command Advisory Services, Inc. | 666 | $24.2K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $24.0K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 655 | $23.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 642 | $23.3K | 0.00% | +304+89.9% | Added |
| Cassady Schiller Wealth Management, LLC | 625 | $22.7K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 625 | $22.7K | 0.02% | +625 | New |
| Strategic Investment Solutions, Inc. | 584 | $21.8K | 0.01% | −15−2.5% | Reduced |
| First Horizon Advisors, Inc. | 574 | $20.8K | 0.00% | −199−25.7% | Reduced |
| Bangor Savings Bank | 573 | $20.8K | 0.00% | +4+0.7% | Added |
| Parkside Financial Bank & Trust | 566 | $20.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 564 | $20.5K | 0.00% | −152−21.2% | Reduced |
| HHM Wealth Advisors, LLC | 561 | $20.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 560 | $20.3K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 543 | $19.7K | 0.00% | +543 | New |
| Coppell Advisory Solutions LLC | 518 | $18.8K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 503 | $18.3K | 0.00% | +4+0.8% | Added |
| Barrett & Company, Inc. | 500 | $18.2K | 0.01% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 482 | $17.5K | 0.02% | +482 | New |
| Brown Brothers Harriman & Co | 468 | $17.0K | 0.00% | −184−28.2% | Reduced |
| Umb Bank N A | 462 | $16.8K | 0.00% | −1,502−76.5% | Reduced |
| JFS Wealth Advisors, LLC | 447 | $16.2K | 0.00% | +2+0.4% | Added |
| SOA Wealth Advisors, LLC. | 435 | $15.8K | 0.00% | −277−38.9% | Reduced |
| Quarry LP | 433 | $15.7K | 0.00% | −3,449−88.8% | Reduced |
| McIlrath & Eck, LLC | 424 | $15.4K | 0.00% | −60−12.4% | Reduced |
| Pinnacle Bancorp, Inc. | 423 | $15.4K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 406 | $14.7K | 0.00% | −16−3.8% | Reduced |
| Catalyst Capital Advisors LLC | 397 | $14.4K | 0.00% | −9−2.2% | Reduced |
| City State Bank | 380 | $13.8K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 375 | $13.6K | 0.00% | −375−50.0% | Reduced |
| Robbins Farley LLC | 375 | $13.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 374 | $13.6K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 373 | $13.4K | 0.01% | +21+6.0% | Added |
| Concord Wealth Partners | 352 | $12.8K | 0.00% | +3+0.9% | Added |
| Kestra Investment Management, LLC | 344 | $12.5K | 0.00% | +344 | New |
| New Millennium Group LLC | 344 | $12.5K | 0.01% | +3+0.9% | Added |
| SBI Securities Co., Ltd. | 333 | $12.1K | 0.00% | +333 | New |
| Hilltop National Bank | 325 | $11.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 312 | $11.0K | 0.01% | +4+1.3% | Added |
| CNB Bank | 300 | $10.9K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 300 | $10.9K | 0.00% | +300 | New |
| Archer Investment Corp | 299 | $10.9K | 0.00% | +3+1.0% | Added |
| Financial Connections Group, Inc. | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 275 | $9.98K | 0.00% | +109+65.7% | Added |
| Montag & Caldwell, LLC | 250 | $9.08K | 0.00% | +250 | New |
| Peoples Financial Services Corp. | 250 | $9.08K | 0.00% | −1,000−80.0% | Reduced |
| Private Wealth Management Group, LLC | 245 | $8.90K | 0.00% | +2+0.8% | Added |
| Transcendent Capital Group LLC | 243 | $8.83K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 238 | $8.64K | 0.00% | +13+5.8% | Added |
| Darwin Advisors, LLC | 225 | $8.17K | 0.00% | −508−69.3% | Reduced |
| Hemington Wealth Management | 240 | $8.00K | 0.00% | +26+12.1% | Added |
| Glass Jacobson Investment Advisors llc | 200 | $7.26K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 188 | $6.83K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 174 | $6.30K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 177 | $6.03K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 166 | $6.02K | 0.00% | +156+1,560.0% | Added |
| Sandy Spring Bank | 164 | $5.96K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 160 | $5.81K | 0.00% | +18+12.7% | Added |
| New England Capital Financial Advisors LLC | 157 | $5.70K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 141 | $5.12K | 0.00% | +65+85.5% | Added |
| TCTC Holdings, LLC | 140 | $5.08K | 0.00% | +140 | New |
| LGT Financial Advisors LLC | 138 | $5.01K | 0.01% | −17−11.0% | Reduced |
| Copia Wealth Management | 138 | $5.01K | 0.00% | +138 | New |
| Hexagon Capital Partners LLC | 134 | $4.87K | 0.00% | +116+644.4% | Added |
| SWAN Capital LLC | 125 | $4.54K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 120 | $4.36K | 0.00% | −30−20.0% | Reduced |
| Byrne Asset Management LLC | 120 | $4.36K | 0.00% | +10+9.1% | Added |
| Lee Danner & Bass Inc | 115 | $4.18K | 0.00% | +115 | New |
| Farmers & Merchants Investments Inc | 100 | $3.63K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 77 | $2.80K | 0.00% | +77 | New |
| Ridgewood Investments LLC | 63 | $2.29K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 60 | $2.18K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 50 | $1.82K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 50 | $1.82K | 0.00% | +50 | New |
| Synergy Investment Management, LLC | 50 | $1.82K | 0.00% | +50 | New |
| Financial Gravity Companies, Inc. | 48 | $1.74K | 0.00% | +11+29.7% | Added |
| Plato Investment Management Ltd | 46 | $1.68K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $1.60K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $1.24K | 0.00% | −64−65.3% | Reduced |