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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
ICW Investment Advisors LLC5,430$214.6K0.09%+5,430New
Mirae Asset Global Investments Co., Ltd.5,477$215.2K0.00%−317−5.5%Reduced
TD Private Client Wealth LLC5,461$215.9K0.01%00.0%Unchanged
Profund Advisors LLC5,468$216.2K0.01%−311−5.4%Reduced
Huntington National Bank5,483$216.7K0.00%+144+2.7%Added
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,548$218.0K0.03%+13+0.2%Added
NorthRock Partners, LLC5,528$218.5K0.01%+5,528New
Clark Capital Management Group, Inc.5,606$221.6K0.00%00.0%Unchanged
B. Metzler seel. Sohn & Co. AG5,688$224.8K0.00%00.0%Unchanged
W.H. Cornerstone Investments Inc.5,727$226.4K0.16%−1,110−16.2%Reduced
Chicago Partners Investment Group LLC5,599$229.6K0.01%+5,599New
Freestone Grove Partners LP5,811$229.7K0.00%+5,811New
Kingswood Wealth Advisors, LLC5,859$231.7K0.02%−5,763−49.6%Reduced
Charter Research & Investment Group, Inc.5,930$234.4K0.18%00.0%Unchanged
PTM Wealth Management, LLC6,279$236.2K0.25%+6,279New
Cozad Asset Management Inc6,000$237.2K0.02%+6,000New
Virtue Capital Management, LLC6,039$238.8K0.03%+6,039New
YHB Investment Advisors, Inc.6,185$244.5K0.02%−50−0.8%Reduced
TownSquare Capital, LLC6,195$244.9K0.00%+6,195New
MidWestOne Financial Group, Inc.6,250$247.1K0.04%00.0%Unchanged
Fulcrum Capital LLC6,250$247.1K0.05%00.0%Unchanged
MONECO Advisors, LLC6,267$247.7K0.03%00.0%Unchanged
LaSalle St. Investment Advisors, LLC6,301$249.0K0.06%−1,456−18.8%Reduced
Cetera Trust Company, N.A6,325$250.0K0.16%00.0%Unchanged
Nations Financial Group Inc,6,344$250.8K0.02%+20.0%Added
Tower Wealth Partners, Inc.6,457$255.2K0.14%+28+0.4%Added
Sigma Planning Corp6,508$257.3K0.01%+38+0.6%Added
Walleye Capital LLC6,517$257.6K0.00%+6,517New
Anchor Investment Management, LLC6,521$257.8K0.02%+26+0.4%Added
Ascent Group, LLC6,593$260.6K0.01%−56−0.8%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.6,673$262.8K0.00%+6,673New
CAPROCK Group, Inc.6,657$263.2K0.01%−1,872−21.9%Reduced
Archer Investment Corp6,681$264.1K0.07%+6,382+2,134.4%Added
Kennedy Investment Group6,729$266.0K0.12%−15−0.2%Reduced
Greenleaf Trust6,734$266.2K0.00%−370−5.2%Reduced
Advisors Capital Management, LLC6,790$268.4K0.00%00.0%Unchanged
Providence Wealth Advisors, LLC6,835$269.9K0.20%00.0%Unchanged
Northstar Asset Management LLC6,835$270.2K0.07%00.0%Unchanged
Gateway Investment Advisers LLC6,915$273.4K0.00%00.0%Unchanged
Johnson Investment Counsel Inc7,105$280.9K0.00%+6+0.1%Added
Rakuten Investment Management, Inc.7,198$282.8K0.00%+7,198New
Vinva Investment Management Ltd7,225$283.9K0.01%+7,225New
Armstrong Advisory Group, Inc7,839$284.7K0.02%00.0%Unchanged
RTD Financial Advisors, Inc.7,250$286.6K0.04%+147+2.1%Added
Boothbay Fund Management, LLC7,352$290.6K0.01%+7,352New
Janus Henderson Group PLC7,429$291.9K0.00%−50,577−87.2%Reduced
Investment Management Corp of Ontario7,421$293.4K0.01%+200+2.8%Added
GSG Advisors LLC7,797$294.4K0.10%−11−0.1%Reduced
Birch Hill Investment Advisors LLC7,484$295.8K0.01%−360−4.6%Reduced
Lindenwold Advisors7,496$296.3K0.16%−129−1.7%Reduced
Pinnacle Associates Ltd7,537$297.9K0.00%00.0%Unchanged
Apella Capital, LLC7,914$298.8K0.01%+334+4.4%Added
Jump Financial, LLC7,612$300.9K0.00%+7,612New
Signaturefd, LLC7,626$301.5K0.01%−1,187−13.5%Reduced
Cresset Asset Management, LLC7,862$310.8K0.00%+542+7.4%Added
Inceptionr LLC7,884$311.7K0.09%−8,285−51.2%Reduced
SeaCrest Wealth Management, LLC7,914$312.8K0.04%+30.0%Added
Evergreen Capital Management LLC8,016$316.9K0.01%−1,499−15.8%Reduced
Town & Country Bank & Trust CO dba First Bankers Trust CO8,035$317.6K0.13%−2,271−22.0%Reduced
BI Asset Management Fondsmaeglerselskab A/S8,041$318.0K0.00%−1,944−19.5%Reduced
Fifth Third Wealth Advisors LLC8,062$318.7K0.02%+30+0.4%Added
HBK Sorce Advisory LLC8,091$319.8K0.01%+146+1.8%Added
Livforsakringsbolaget Skandia, Omsesidigt8,100$320.0K0.02%00.0%Unchanged
O'Brien Greene & Co. Inc8,114$320.7K0.11%00.0%Unchanged
CWM Advisors, LLC8,131$321.4K0.04%+818+11.2%Added
EP Wealth Advisors, LLC8,303$328.2K0.00%−926−10.0%Reduced
Phoenix Holdings Ltd.8,426$334.7K0.01%−43,496−83.8%Reduced
Great Valley Advisor Group, Inc.8,485$335.4K0.01%−474−5.3%Reduced
Quantbot Technologies LP8,513$336.5K0.01%+8,513New
Advisory Services Network, LLC8,594$339.7K0.01%+8,594New
Seeds Investor LLC8,636$341.4K0.10%+624+7.8%Added
Marcum Wealth, LLC8,734$345.3K0.03%−455−5.0%Reduced
Aquatic Capital Management LLC8,821$348.7K0.01%−18,257−67.4%Reduced
Prelude Capital Management, LLC8,910$352.2K0.04%−7,380−45.3%Reduced
Dorsey & Whitney Trust CO LLC9,071$358.6K0.02%−291−3.1%Reduced
Commerce Bank9,092$359.4K0.00%+1,364+17.7%Added
Procyon Private Wealth Partners, LLC9,147$361.6K0.02%00.0%Unchanged
Vident Advisory, LLC9,256$365.9K0.01%+9,256New
Hennion & Walsh Asset Management, Inc.9,264$366.2K0.02%+9,264New
Mendel Money Management9,290$367.2K0.17%+210+2.3%Added
Omers Administration Corp9,312$368.1K0.00%−1,546−14.2%Reduced
First Affirmative Financial Network9,414$372.1K0.23%−580−5.8%Reduced
Glen Eagle Advisors, LLC9,426$372.6K0.06%−100−1.0%Reduced
Oppenheimer & Co Inc9,775$386.4K0.01%+1,218+14.2%Added
United Capital Financial Advisers, LLC9,816$388.0K0.00%+2,618+36.4%Added
Bank of Nova Scotia9,914$391.9K0.00%+773+8.5%Added
Penserra Capital Management LLC9,961$393.0K0.01%+9,961New
Verus Wealth Management, LLC9,967$394.0K0.43%+20+0.2%Added
Prudential PLC10,110$399.6K0.00%−77,530−88.5%Reduced
AE Wealth Management LLC10,254$405.4K0.00%−6,359−38.3%Reduced
BKD Wealth Advisors, LLC10,438$412.6K0.01%−1,394−11.8%Reduced
Institute for Wealth Management, LLC.10,612$419.5K0.05%−89−0.8%Reduced
Voloridge Investment Management, LLC10,652$421.1K0.00%+10,652New
Intrua Financial, LLC10,654$421.2K0.07%+10,654New
Twinbeech Capital LP10,761$425.4K0.01%+10,761New
Independent Advisor Alliance10,802$427.0K0.01%+107+1.0%Added
Rockefeller Capital Management L.P.11,027$435.9K0.00%−10.0%Reduced
EagleClaw Capital Managment, LLC11,052$436.9K0.07%00.0%Unchanged
SS&H Financial Advisors, Inc.11,074$438.0K0.16%00.0%Unchanged
Mediolanum International Funds Ltd11,175$439.1K0.01%−2,838−20.3%Reduced