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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, Q1 2025

Institutional positions in Essential Utilities, Inc. as of Mar 31, 2025. 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
677
+67 vs. Q4 2024
Shares held
222.4M
+5.75M (+2.7%) vs. Q4 2024
Total value
$8.79B
+$927.6M (+11.8%) vs. Q4 2024
New holders
113
241 more added
Sold out
46
205 more reduced

12 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 677 institutions
Q1 2021: 598 institutionsQ2 2021: 589 institutionsQ3 2021: 597 institutionsQ4 2021: 648 institutionsQ1 2022: 642 institutionsQ2 2022: 636 institutionsQ3 2022: 637 institutionsQ4 2022: 657 institutionsQ1 2023: 650 institutionsQ2 2023: 626 institutionsQ3 2023: 584 institutionsQ4 2023: 623 institutionsQ1 2024: 592 institutionsQ2 2024: 601 institutionsQ3 2024: 629 institutionsQ4 2024: 622 institutionsQ1 2025: 677 institutionsQ2 2025: 683 institutionsQ3 2025: 679 institutionsQ4 2025: 695 institutionsQ1 2026: 698 institutionsQ2 2026: 702 institutions
Value heldQ1 2025: $8.79B
Q1 2021: $7.74BQ2 2021: $7.96BQ3 2021: $7.96BQ4 2021: $9.44BQ1 2022: $9.19BQ2 2022: $8.55BQ3 2022: $7.82BQ4 2022: $9.21BQ1 2023: $8.33BQ2 2023: $7.63BQ3 2023: $6.85BQ4 2023: $7.63BQ1 2024: $7.90BQ2 2024: $8.01BQ3 2024: $8.09BQ4 2024: $7.90BQ1 2025: $8.79BQ2 2025: $8.20BQ3 2025: $9.07BQ4 2025: $8.66BQ1 2026: $8.72BQ2 2026: $8.58B
Institutions holding WTRG and their total value by quarter
QuarterHoldersValue
Q2 2026702$8.58B
Q1 2026698$8.72B
Q4 2025695$8.66B
Q3 2025679$9.07B
Q2 2025683$8.20B
Q1 2025677$8.79B
Q4 2024622$7.90B
Q3 2024629$8.09B
Q2 2024601$8.01B
Q1 2024592$7.90B
Q4 2023623$7.63B
Q3 2023584$6.85B
Q2 2023626$7.63B
Q1 2023650$8.33B
Q4 2022657$9.21B
Q3 2022637$7.82B
Q2 2022636$8.55B
Q1 2022642$9.19B
Q4 2021648$9.44B
Q3 2021597$7.96B
Q2 2021589$7.96B
Q1 2021598$7.74B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q4 2024.

Institutions holding WTRG in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Winthrop Capital Management, LLC7$00.00%00.0%Unchanged
Rakuten Securities, Inc.1$400.00%−2−66.7%Reduced
True Wealth Design, LLC2$800.00%−13−86.7%Reduced
High Note Wealth, LLC3$1190.00%00.0%Unchanged
Rosenberg Matthew Hamilton3$1190.00%+3New
American Capital Advisory, LLC4$1590.00%+4New
HFM Investment Advisors, LLC6$2380.00%+6New
Bay Harbor Wealth Management, LLC7$2760.00%+7New
Whipplewood Advisors, LLC4$3160.00%−4−50.0%Reduced
Parkworth Wealth Management, Inc.8$3160.00%+3+60.0%Added
WealthTrak Capital Management LLC10$3960.00%+10New
MV Capital Management, Inc.12$4750.00%−4−25.0%Reduced
Millstone Evans Group, LLC14$5530.00%00.0%Unchanged
Cornerstone Planning Group LLC15$6140.00%+15New
Sofos Investments, Inc.18$7120.00%+18New
Cromwell Holdings LLC18$7120.00%+18New
Rossby Financial, LCC18$7220.00%+18New
Principia Wealth Advisory, LLC20$7550.00%+19+1,900.0%Added
Highline Wealth Partners LLC20$7910.00%+20New
Ulland Investment Advisors, LLC30$1.00K0.00%00.0%Unchanged
Ogorek Anthony Joseph33$1.00K0.00%+33New
Newbridge Financial Services Group, Inc.26$1.03K0.00%−249−90.5%Reduced
Mather Group, LLC.27$1.07K0.00%00.0%Unchanged
Global Financial Private Client, LLC30$1.19K0.00%+21+233.3%Added
Raffa Wealth Management, LLC31$1.23K0.00%00.0%Unchanged
SJS Investment Consulting Inc.31$1.23K0.00%+3+10.7%Added
Hallmark Capital Management Inc33$1.30K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.39$1.54K0.00%+6+18.2%Added
Bell Investment Advisors, Inc44$1.74K0.00%00.0%Unchanged
Rialto Wealth Management, LLC44$1.74K0.00%+44New
Plato Investment Management Ltd46$1.84K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.50$1.98K0.00%00.0%Unchanged
Synergy Investment Management, LLC50$1.98K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC51$2.02K0.00%+51New
Sandy Spring Bank58$2.29K0.00%−106−64.6%Reduced
Beacon Capital Management, LLC60$2.37K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC60$2.37K0.00%+60New
Sachetta, LLC64$2.53K0.00%+30+88.2%Added
Clearstead Advisors, LLC65$2.57K0.00%+65New
Carolinas Wealth Consulting LLC69$2.73K0.00%−1,146−94.3%Reduced
South State Corp.75$2.96K0.00%+75New
Caldwell Sutter Capital, Inc.85$3.36K0.00%+85New
Larson Financial Group LLC86$3.40K0.00%+81+1,620.0%Added
WealthCollab, LLC92$3.64K0.00%+92New
Saudi Central Bank103$4.07K0.02%+103New
SWAN Capital LLC125$4.94K0.00%00.0%Unchanged
Ameriflex Group, Inc.126$4.98K0.00%+126New
Copia Wealth Management138$5.46K0.01%00.0%Unchanged
TCTC Holdings, LLC140$5.53K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.160$6.00K0.00%00.0%Unchanged
Quest Partners LLC152$6.01K0.00%+152New
New England Capital Financial Advisors LLC157$6.21K0.00%00.0%Unchanged
Hexagon Capital Partners LLC160$6.33K0.00%+26+19.4%Added
Cedar Mountain Advisors, LLC167$6.60K0.00%+1+0.6%Added
Cape Investment Advisory, Inc.174$6.86K0.00%00.0%Unchanged
Kiker Wealth Management, LLC175$6.92K0.00%+175New
Bokf, NA177$7.00K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc200$7.26K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc185$7.31K0.00%+85+85.0%Added
Godsey & Gibb Associates188$7.43K0.00%00.0%Unchanged
Trust Co200$7.91K0.00%+200New
Darwin Advisors, LLC225$8.17K0.00%00.0%Unchanged
Private Wealth Management Group, LLC242$9.57K0.00%−3−1.2%Reduced
Peoples Financial Services Corp.250$9.88K0.00%00.0%Unchanged
Montag & Caldwell, LLC250$9.88K0.00%00.0%Unchanged
Hantz Financial Services, Inc.262$10.0K0.00%+262New
Leonteq Securities AG275$10.9K0.00%+37+15.5%Added
Financial Connections Group, Inc.300$11.0K0.00%00.0%Unchanged
NewSquare Capital LLC292$11.5K0.00%+281+2,554.5%Added
CNB Bank300$11.9K0.01%00.0%Unchanged
Hemington Wealth Management321$12.0K0.00%+81+33.8%Added
Boston Private Wealth LLC326$12.9K0.00%+326New
Smallwood Wealth Investment Management, LLC334$13.2K0.01%+334New
New Millennium Group LLC346$13.7K0.01%+2+0.6%Added
Covestor Ltd360$14.0K0.01%+48+15.4%Added
Concord Wealth Partners355$14.0K0.00%+3+0.9%Added
SBI Securities Co., Ltd.371$14.7K0.00%+38+11.4%Added
Bruce G. Allen Investments, LLC374$14.8K0.01%00.0%Unchanged
Aster Capital Management (DIFC) Ltd390$14.8K0.00%+390New
Robbins Farley LLC375$14.8K0.01%00.0%Unchanged
Bank of New Hampshire375$14.8K0.00%00.0%Unchanged
City State Bank380$15.0K0.00%00.0%Unchanged
Global X Japan Co., Ltd.400$15.8K0.00%+400New
Pinnacle Bancorp, Inc.423$16.7K0.01%00.0%Unchanged
McIlrath & Eck, LLC424$16.8K0.00%00.0%Unchanged
Banque Cantonale Vaudoise442$17.0K0.00%+442New
SOA Wealth Advisors, LLC.439$17.3K0.00%+4+0.9%Added
Brown Brothers Harriman & Co468$18.5K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC472$18.7K0.00%+25+5.6%Added
Versant Capital Management, Inc480$19.0K0.00%+360+300.0%Added
Rise Advisors, LLC480$19.0K0.01%+480New
Barrett & Company, Inc.500$19.8K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.507$20.1K0.00%+4+0.8%Added
SRS Capital Advisors, Inc.541$21.4K0.00%−619−53.4%Reduced
Delta Asset Management LLC560$22.1K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC561$22.2K0.00%00.0%Unchanged
DT Investment Partners, LLC564$22.3K0.00%00.0%Unchanged
Bangor Savings Bank578$22.9K0.00%+5+0.9%Added
Strategic Investment Solutions, Inc.609$24.1K0.01%+25+4.3%Added
Asset Planning,Inc625$24.7K0.02%00.0%Unchanged