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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 636 | $25.1K | 0.00% | +62+10.8% | Added |
| First PREMIER Bank | 650 | $26.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 666 | $26.3K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 705 | $27.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 708 | $28.0K | 0.00% | +142+25.1% | Added |
| Bessemer Group Inc | 707 | $28.0K | 0.00% | −858−54.8% | Reduced |
| VSM Wealth Advisory, LLC | 720 | $28.5K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 724 | $28.6K | 0.00% | +380+110.5% | Added |
| PEAK6 LLC | 748 | $29.6K | 0.00% | +748 | New |
| Piscataqua Savings Bank | 750 | $29.6K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 753 | $29.8K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 771 | $30.5K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 777 | $30.7K | 0.00% | +777 | New |
| NBT Bank N A | 800 | $31.6K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $31.7K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 825 | $32.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 826 | $33.0K | 0.00% | −158−16.1% | Reduced |
| Valley National Advisers Inc | 850 | $33.0K | 0.01% | +850 | New |
| American National Bank | 882 | $34.9K | 0.00% | +882 | New |
| Chelsea Counsel Co | 900 | $35.6K | 0.02% | 00.0% | Unchanged |
| National Pension Service | 950 | $37.6K | 0.00% | +407+75.0% | Added |
| Ronald Blue Trust, Inc. | 976 | $38.6K | 0.00% | +266+37.5% | Added |
| EverSource Wealth Advisors, LLC | 1,024 | $40.5K | 0.00% | +382+59.5% | Added |
| Quent Capital, LLC | 1,030 | $40.7K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,062 | $42.0K | 0.00% | +1,062 | New |
| IFP Advisors, Inc | 1,110 | $43.9K | 0.00% | +6+0.5% | Added |
| Orion Capital Management LLC | 1,125 | $44.5K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 1,154 | $45.6K | 0.05% | −24−2.0% | Reduced |
| Washington Trust Co | 1,250 | $49.4K | 0.00% | −1,680−57.3% | Reduced |
| Citizens National Bank Trust Department | 1,250 | $49.4K | 0.01% | −900−41.9% | Reduced |
| Massmutual Trust Co FSB | 1,320 | $52.2K | 0.00% | −204−13.4% | Reduced |
| Skopos Labs, Inc. | 1,360 | $53.8K | 0.01% | +686+101.8% | Added |
| Truvestments Capital LLC | 1,406 | $55.6K | 0.01% | +304+27.6% | Added |
| BFSG, LLC | 1,453 | $57.4K | 0.01% | +263+22.1% | Added |
| CoreCap Advisors, LLC | 1,472 | $58.2K | 0.00% | +40+2.8% | Added |
| Smartleaf Asset Management LLC | 1,483 | $58.3K | 0.01% | −78−5.0% | Reduced |
| Atlantic Trust, LLC | 1,500 | $59.3K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 1,531 | $60.5K | 0.00% | +303+24.7% | Added |
| Old Second National Bank of Aurora | 1,600 | $63.2K | 0.01% | −13−0.8% | Reduced |
| Colonial Trust Advisors | 1,625 | $64.2K | 0.01% | −1−0.1% | Reduced |
| Stonebridge Financial Group, LLC | 1,665 | $65.8K | 0.01% | +5+0.3% | Added |
| Asset Dedication, LLC | 1,677 | $66.3K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,685 | $66.6K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 1,693 | $66.9K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $67.0K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,766 | $69.8K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,843 | $72.9K | 0.09% | +1,843 | New |
| Byrne Asset Management LLC | 1,902 | $75.2K | 0.06% | +1,782+1,485.0% | Added |
| TD Waterhouse Canada Inc. | 1,907 | $75.4K | 0.00% | −307−13.9% | Reduced |
| Geneos Wealth Management Inc. | 1,907 | $75.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $79.0K | 0.04% | −2,000−50.0% | Reduced |
| Tower View Investment Management & Research LLC | 2,009 | $79.4K | 0.05% | +17+0.9% | Added |
| Creative Financial Designs Inc | 2,053 | $81.2K | 0.01% | +17+0.8% | Added |
| Alpine Bank Wealth Management | 2,082 | $82.3K | 0.01% | +2,082 | New |
| Hazlett, Burt & Watson, Inc. | 2,130 | $85.0K | 0.04% | −654−23.5% | Reduced |
| Principal Securities, Inc. | 2,471 | $89.7K | 0.00% | +366+17.4% | Added |
| Vega Investment Solutions | 2,312 | $91.4K | 0.02% | +2,312 | New |
| GPS Wealth Strategies Group, LLC | 2,338 | $92.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,407 | $95.2K | 0.00% | −319−11.7% | Reduced |
| Crews Bank & Trust | 2,473 | $97.8K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,598 | $102.7K | 0.00% | −1,172−31.1% | Reduced |
| Umb Bank N A | 2,612 | $103.3K | 0.00% | +2,150+465.4% | Added |
| Colonial Trust Co | 2,641 | $104.4K | 0.02% | −151−5.4% | Reduced |
| Sound Income Strategies, LLC | 2,681 | $106.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,729 | $107.9K | 0.00% | +183+7.2% | Added |
| Siemens Fonds Invest GmbH | 2,987 | $118.1K | 0.01% | +2,987 | New |
| Provenance Wealth Advisors, LLC | 3,003 | $118.7K | 0.02% | −2,535−45.8% | Reduced |
| Trust Co of Vermont | 3,020 | $119.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 3,075 | $121.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 3,130 | $123.7K | 0.00% | −118−3.6% | Reduced |
| Hanson & Doremus Investment Management | 3,142 | $124.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,248 | $128.5K | 0.00% | +2,234+220.3% | Added |
| Quarry LP | 3,275 | $129.5K | 0.03% | +2,842+656.4% | Added |
| Shell Asset Management Co | 3,349 | $132.0K | 0.01% | +1,181+54.5% | Added |
| GAMMA Investing LLC | 3,352 | $132.5K | 0.01% | −1,594−32.2% | Reduced |
| Kempen Capital Management N.V. | 3,362 | $132.9K | 0.00% | −497−12.9% | Reduced |
| Blume Capital Management, Inc. | 3,547 | $140.2K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,738 | $147.8K | 0.02% | +237+6.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,300 | $170.0K | 0.00% | −5,396−55.7% | Reduced |
| Assetmark, Inc | 4,362 | $172.4K | 0.00% | −312−6.7% | Reduced |
| Coldstream Capital Management Inc | 4,487 | $177.4K | 0.00% | −55,121−92.5% | Reduced |
| Centaurus Financial, Inc. | 4,736 | $187.0K | 0.01% | +4+0.1% | Added |
| Eastern Bank | 4,952 | $195.8K | 0.00% | −6,298−56.0% | Reduced |
| Private Trust Co NA | 4,968 | $196.4K | 0.02% | −350−6.6% | Reduced |
| Equitable Holdings, Inc. | 5,105 | $201.8K | 0.00% | +5,105 | New |
| Stanley-Laman Group, Ltd. | 5,128 | $202.7K | 0.03% | +5,128 | New |
| Univest Financial Corp | 5,179 | $204.7K | 0.01% | +5,179 | New |
| MAI Capital Management | 5,200 | $205.6K | 0.00% | −120−2.3% | Reduced |
| Stock Yards Bank & Trust Co | 5,205 | $205.8K | 0.01% | +5,205 | New |
| Ledgewood Wealth Advisors, LLC | 5,206 | $205.8K | 0.13% | +5,206 | New |
| Sowell Financial Services LLC | 5,247 | $207.4K | 0.01% | +5,247 | New |
| EWG Elevate Inc. | 5,270 | $208.3K | 0.08% | +5,270 | New |
| Kovitz Investment Group Partners, LLC | 5,276 | $208.5K | 0.00% | +5,276 | New |
| Charter Trust Co | 5,322 | $210.4K | 0.01% | +5,322 | New |
| Fortem Financial Group, LLC | 5,329 | $210.6K | 0.08% | +5,329 | New |
| Lowe Brockenbrough & Co Inc | 5,350 | $211.5K | 0.01% | +5,350 | New |
| Certior Financial Group, LLC | 5,360 | $211.9K | 0.18% | +5,360 | New |
| Ci Investments Inc. | 5,351 | $212.0K | 0.00% | +96+1.8% | Added |
| Glenview Trust Co | 5,392 | $213.1K | 0.00% | +5,392 | New |
| Integrated Wealth Concepts LLC | 5,409 | $213.8K | 0.00% | −1,185−18.0% | Reduced |