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 |
|---|---|---|---|---|---|
| Allianz SE | 11,136 | $440.2K | 0.01% | +11,136 | New |
| Pacer Advisors, Inc. | 11,240 | $444.3K | 0.00% | −25,595−69.5% | Reduced |
| HB Wealth Management, LLC | 11,303 | $446.8K | 0.00% | +384+3.5% | Added |
| Vestcor Inc | 11,300 | $447.0K | 0.02% | −10,271−47.6% | Reduced |
| Meeder Advisory Services, Inc. | 11,331 | $447.9K | 0.03% | +802+7.6% | Added |
| Bernardo Wealth Planning LLC | 11,330 | $448.0K | 0.11% | +879+8.4% | Added |
| Occudo Quantitative Strategies LP | 11,524 | $452.8K | 0.06% | +11,524 | New |
| Atomi Financial Group, Inc. | 11,466 | $453.3K | 0.02% | +2,493+27.8% | Added |
| Farmers Trust Co | 11,493 | $454.3K | 0.09% | −159−1.4% | Reduced |
| Gitterman Wealth Management, LLC | 11,515 | $455.2K | 0.12% | +1,272+12.4% | Added |
| CenterBook Partners LP | 11,580 | $457.8K | 0.03% | −7,449−39.1% | Reduced |
| CWM, LLC | 11,747 | $464.0K | 0.00% | −1,965−14.3% | Reduced |
| Royal London Asset Management Ltd | 11,785 | $465.9K | 0.00% | +11,785 | New |
| CIBC World Markets Corp | 11,871 | $469.3K | 0.00% | +106+0.9% | Added |
| Nomura Holdings Inc | 12,017 | $475.0K | 0.00% | −33,266−73.5% | Reduced |
| Kathmere Capital Management, LLC | 12,031 | $475.6K | 0.04% | −271−2.2% | Reduced |
| WealthTrust Axiom LLC | 12,048 | $476.3K | 0.15% | +12,048 | New |
| Ieq Capital, LLC | 12,269 | $485.0K | 0.00% | +188+1.6% | Added |
| Pullen Investment Management, LLC | 12,287 | $485.7K | 0.31% | +2,138+21.1% | Added |
| Tokio Marine Asset Management Co Ltd | 12,661 | $500.5K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 12,729 | $503.2K | 0.16% | −541−4.1% | Reduced |
| Illinois Municipal Retirement Fund | 12,828 | $507.1K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 12,842 | $507.7K | 0.01% | −279−2.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,861 | $508.4K | 0.00% | +928+7.8% | Added |
| M&G Plc | 13,025 | $521.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 13,408 | $530.0K | 0.14% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13,463 | $532.0K | 0.02% | +1,000+8.0% | Added |
| Agp Franklin, LLC | 13,394 | $534.6K | 0.33% | +1,275+10.5% | Added |
| Red Door Wealth Management, LLC | 13,523 | $534.6K | 0.08% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 13,617 | $538.3K | 0.11% | −255−1.8% | Reduced |
| Mitchell Sinkler & Starr | 13,898 | $549.4K | 0.15% | −480−3.3% | Reduced |
| Sterling Capital Management LLC | 13,999 | $553.4K | 0.01% | −925−6.2% | Reduced |
| RSM US Wealth Management LLC | 14,027 | $554.5K | 0.01% | −1,128−7.4% | Reduced |
| Point72 Hong Kong Ltd | 14,080 | $556.6K | 0.04% | +14,080 | New |
| Capital Market Strategies LLC | 14,100 | $557.4K | 0.37% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 14,128 | $558.5K | 0.02% | −582−4.0% | Reduced |
| CIBC Asset Management Inc | 14,216 | $562.0K | 0.00% | +150+1.1% | Added |
| US Bancorp | 14,236 | $562.7K | 0.00% | −760−5.1% | Reduced |
| Engineers Gate Manager LP | 14,286 | $564.7K | 0.01% | −13,157−47.9% | Reduced |
| Resurgent Financial Advisors LLC | 14,413 | $569.7K | 0.34% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 14,627 | $578.2K | 0.01% | +2,117+16.9% | Added |
| ELCO Management Co., LLC | 14,670 | $579.9K | 0.32% | +3,118+27.0% | Added |
| Keybank National Association | 14,719 | $581.8K | 0.00% | +40.0% | Added |
| ISAM Funds (UK) Ltd | 14,737 | $582.6K | 0.29% | +14,737 | New |
| Everett Harris & Co | 15,000 | $593.0K | 0.01% | +2,000+15.4% | Added |
| Whittier Trust Co of Nevada Inc | 15,031 | $594.0K | 0.01% | +619+4.3% | Added |
| D.A. Davidson & Co. | 15,034 | $594.3K | 0.00% | +1,179+8.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 15,521 | $598.0K | 0.03% | +15,521 | New |
| Gulf International Bank (UK) Ltd | 15,331 | $606.0K | 0.02% | −4,265−21.8% | Reduced |
| Loudon Investment Management, LLC | 15,463 | $611.3K | 0.35% | 00.0% | Unchanged |
| Intech Investment Management LLC | 15,555 | $614.9K | 0.01% | +7,891+103.0% | Added |
| Peoples Bank | 15,656 | $618.7K | 0.42% | −790−4.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,989 | $632.0K | 0.00% | +9,883+161.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 16,089 | $636.0K | 0.04% | 00.0% | Unchanged |
| Allstate Corp | 16,111 | $636.9K | 0.02% | +7,845+94.9% | Added |
| Sanctuary Advisors, LLC | 16,267 | $643.0K | 0.00% | −4,574−21.9% | Reduced |
| United Services Automobile Association | 16,409 | $644.7K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 16,322 | $645.2K | 0.00% | +327+2.0% | Added |
| Advisors Asset Management, Inc. | 16,400 | $648.3K | 0.01% | −2,792−14.5% | Reduced |
| ASR Vermogensbeheer N.V. | 16,713 | $660.6K | 0.01% | +16,713 | New |
| First Pacific Financial | 17,038 | $673.5K | 0.14% | +159+0.9% | Added |
| Ostrum Asset Management | 17,049 | $673.9K | 0.04% | −84,572−83.2% | Reduced |
| Belpointe Asset Management LLC | 17,057 | $674.3K | 0.04% | −838−4.7% | Reduced |
| Smithfield Trust Co | 17,269 | $683.0K | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17,320 | $684.7K | 0.09% | −8,712−33.5% | Reduced |
| Quadrant Capital Group LLC | 17,472 | $690.7K | 0.03% | +10,506+150.8% | Added |
| Blossom Wealth Management | 17,615 | $696.3K | 1.40% | +1,765+11.1% | Added |
| Crossmark Global Holdings, Inc. | 17,761 | $702.1K | 0.01% | −83−0.5% | Reduced |
| Foundations Investment Advisors, LLC | 17,831 | $704.9K | 0.01% | +8,739+96.1% | Added |
| Brighton Jones LLC | 18,129 | $716.6K | 0.02% | +566+3.2% | Added |
| Bridgefront Capital, LLC | 18,406 | $727.6K | 0.21% | +18,406 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,663 | $737.7K | 0.00% | +18,663 | New |
| Qsemble Capital Management, LP | 18,974 | $750.0K | 0.08% | +18,974 | New |
| Penobscot Investment Management Company, Inc. | 18,975 | $750.1K | 0.07% | 00.0% | Unchanged |
| Simplex Trading, LLC | 19,031 | $752.0K | 0.03% | +19,031 | New |
| Securian Asset Management, Inc | 19,099 | $755.0K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 19,319 | $763.7K | 0.05% | −208−1.1% | Reduced |
| CIBC Private Wealth Group, LLC | 20,560 | $773.5K | 0.00% | −467−2.2% | Reduced |
| Manchester Capital Management LLC | 20,037 | $792.1K | 0.10% | +9,369+87.8% | Added |
| Holos Integrated Wealth LLC | 20,455 | $808.6K | 0.53% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 20,548 | $812.3K | 0.00% | −163−0.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 20,934 | $827.5K | 0.16% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 21,176 | $837.1K | 0.21% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 21,997 | $843.7K | 0.02% | +600+2.8% | Added |
| Axxcess Wealth Management, LLC | 21,607 | $854.1K | 0.02% | −1,695−7.3% | Reduced |
| Truist Financial Corp | 21,777 | $860.8K | 0.00% | +4,134+23.4% | Added |
| Dynamic Technology Lab Private Ltd | 22,227 | $879.0K | 0.13% | +22,227 | New |
| Colony Group, LLC | 22,322 | $882.4K | 0.00% | −1,331−5.6% | Reduced |
| Schroder Investment Management Group | 22,946 | $901.5K | 0.00% | −86,672−79.1% | Reduced |
| KBC Group NV | 23,059 | $912.0K | 0.00% | +804+3.6% | Added |
| Blair William & Co | 23,133 | $914.4K | 0.00% | −1,519−6.2% | Reduced |
| Spirit of America Management Corp | 23,600 | $932.9K | 0.19% | +2,100+9.8% | Added |
| Everence Capital Management Inc | 23,640 | $934.0K | 0.06% | 00.0% | Unchanged |
| Key Financial Inc | 23,676 | $935.9K | 0.20% | +40+0.2% | Added |
| Friedenthal Financial | 23,702 | $936.9K | 0.56% | +23,047+3,518.6% | Added |
| Fiduciary Trust Co | 23,780 | $940.0K | 0.01% | +12,853+117.6% | Added |
| Community Bank, N.A. | 23,928 | $945.6K | 0.13% | +304+1.3% | Added |
| Captrust Financial Advisors | 24,010 | $949.1K | 0.00% | −3,441−12.5% | Reduced |
| Lee Financial Co | 24,156 | $954.9K | 0.15% | −3,000−11.0% | Reduced |
| Haverford Trust Co | 24,531 | $969.7K | 0.01% | −2,655−9.8% | Reduced |