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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 19,319 | $763.7K | 0.05% | −208−1.1% | Reduced |
| Securian Asset Management, Inc | 19,099 | $755.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 19,031 | $752.0K | 0.03% | +19,031 | New |
| Penobscot Investment Management Company, Inc. | 18,975 | $750.1K | 0.07% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 18,974 | $750.0K | 0.08% | +18,974 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,663 | $737.7K | 0.00% | +18,663 | New |
| Bridgefront Capital, LLC | 18,406 | $727.6K | 0.21% | +18,406 | New |
| Brighton Jones LLC | 18,129 | $716.6K | 0.02% | +566+3.2% | Added |
| Foundations Investment Advisors, LLC | 17,831 | $704.9K | 0.01% | +8,739+96.1% | Added |
| Crossmark Global Holdings, Inc. | 17,761 | $702.1K | 0.01% | −83−0.5% | Reduced |
| Blossom Wealth Management | 17,615 | $696.3K | 1.40% | +1,765+11.1% | Added |
| Quadrant Capital Group LLC | 17,472 | $690.7K | 0.03% | +10,506+150.8% | Added |
| Continuum Advisory, LLC | 17,320 | $684.7K | 0.09% | −8,712−33.5% | Reduced |
| Smithfield Trust Co | 17,269 | $683.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 17,057 | $674.3K | 0.04% | −838−4.7% | Reduced |
| Ostrum Asset Management | 17,049 | $673.9K | 0.04% | −84,572−83.2% | Reduced |
| First Pacific Financial | 17,038 | $673.5K | 0.14% | +159+0.9% | Added |
| ASR Vermogensbeheer N.V. | 16,713 | $660.6K | 0.01% | +16,713 | New |
| Advisors Asset Management, Inc. | 16,400 | $648.3K | 0.01% | −2,792−14.5% | Reduced |
| Wealthspire Advisors, LLC | 16,322 | $645.2K | 0.00% | +327+2.0% | Added |
| United Services Automobile Association | 16,409 | $644.7K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 16,267 | $643.0K | 0.00% | −4,574−21.9% | Reduced |
| Allstate Corp | 16,111 | $636.9K | 0.02% | +7,845+94.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 16,089 | $636.0K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 15,989 | $632.0K | 0.00% | +9,883+161.9% | Added |
| Peoples Bank | 15,656 | $618.7K | 0.42% | −790−4.8% | Reduced |
| Intech Investment Management LLC | 15,555 | $614.9K | 0.01% | +7,891+103.0% | Added |
| Loudon Investment Management, LLC | 15,463 | $611.3K | 0.35% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 15,331 | $606.0K | 0.02% | −4,265−21.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 15,521 | $598.0K | 0.03% | +15,521 | New |
| D.A. Davidson & Co. | 15,034 | $594.3K | 0.00% | +1,179+8.5% | Added |
| Whittier Trust Co of Nevada Inc | 15,031 | $594.0K | 0.01% | +619+4.3% | Added |
| Everett Harris & Co | 15,000 | $593.0K | 0.01% | +2,000+15.4% | Added |
| ISAM Funds (UK) Ltd | 14,737 | $582.6K | 0.29% | +14,737 | New |
| Keybank National Association | 14,719 | $581.8K | 0.00% | +40.0% | Added |
| ELCO Management Co., LLC | 14,670 | $579.9K | 0.32% | +3,118+27.0% | Added |
| QRG Capital Management, Inc. | 14,627 | $578.2K | 0.01% | +2,117+16.9% | Added |
| Resurgent Financial Advisors LLC | 14,413 | $569.7K | 0.34% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 14,286 | $564.7K | 0.01% | −13,157−47.9% | Reduced |
| US Bancorp | 14,236 | $562.7K | 0.00% | −760−5.1% | Reduced |
| CIBC Asset Management Inc | 14,216 | $562.0K | 0.00% | +150+1.1% | Added |
| Tower Research Capital LLC (TRC) | 14,128 | $558.5K | 0.02% | −582−4.0% | Reduced |
| Capital Market Strategies LLC | 14,100 | $557.4K | 0.37% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 14,080 | $556.6K | 0.04% | +14,080 | New |
| RSM US Wealth Management LLC | 14,027 | $554.5K | 0.01% | −1,128−7.4% | Reduced |
| Sterling Capital Management LLC | 13,999 | $553.4K | 0.01% | −925−6.2% | Reduced |
| Mitchell Sinkler & Starr | 13,898 | $549.4K | 0.15% | −480−3.3% | Reduced |
| Rowland & Co Investment Counsel | 13,617 | $538.3K | 0.11% | −255−1.8% | Reduced |
| Red Door Wealth Management, LLC | 13,523 | $534.6K | 0.08% | 00.0% | Unchanged |
| Agp Franklin, LLC | 13,394 | $534.6K | 0.33% | +1,275+10.5% | Added |
| Ingalls & Snyder LLC | 13,463 | $532.0K | 0.02% | +1,000+8.0% | Added |
| Tradewinds Capital Management, LLC | 13,408 | $530.0K | 0.14% | 00.0% | Unchanged |
| M&G Plc | 13,025 | $521.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 12,861 | $508.4K | 0.00% | +928+7.8% | Added |
| Modera Wealth Management, LLC | 12,842 | $507.7K | 0.01% | −279−2.1% | Reduced |
| Illinois Municipal Retirement Fund | 12,828 | $507.1K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 12,729 | $503.2K | 0.16% | −541−4.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,661 | $500.5K | 0.02% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 12,287 | $485.7K | 0.31% | +2,138+21.1% | Added |
| Ieq Capital, LLC | 12,269 | $485.0K | 0.00% | +188+1.6% | Added |
| WealthTrust Axiom LLC | 12,048 | $476.3K | 0.15% | +12,048 | New |
| Kathmere Capital Management, LLC | 12,031 | $475.6K | 0.04% | −271−2.2% | Reduced |
| Nomura Holdings Inc | 12,017 | $475.0K | 0.00% | −33,266−73.5% | Reduced |
| CIBC World Markets Corp | 11,871 | $469.3K | 0.00% | +106+0.9% | Added |
| Royal London Asset Management Ltd | 11,785 | $465.9K | 0.00% | +11,785 | New |
| CWM, LLC | 11,747 | $464.0K | 0.00% | −1,965−14.3% | Reduced |
| CenterBook Partners LP | 11,580 | $457.8K | 0.03% | −7,449−39.1% | Reduced |
| Gitterman Wealth Management, LLC | 11,515 | $455.2K | 0.12% | +1,272+12.4% | Added |
| Farmers Trust Co | 11,493 | $454.3K | 0.09% | −159−1.4% | Reduced |
| Atomi Financial Group, Inc. | 11,466 | $453.3K | 0.02% | +2,493+27.8% | Added |
| Occudo Quantitative Strategies LP | 11,524 | $452.8K | 0.06% | +11,524 | New |
| Bernardo Wealth Planning LLC | 11,330 | $448.0K | 0.11% | +879+8.4% | Added |
| Meeder Advisory Services, Inc. | 11,331 | $447.9K | 0.03% | +802+7.6% | Added |
| Vestcor Inc | 11,300 | $447.0K | 0.02% | −10,271−47.6% | Reduced |
| HB Wealth Management, LLC | 11,303 | $446.8K | 0.00% | +384+3.5% | Added |
| Pacer Advisors, Inc. | 11,240 | $444.3K | 0.00% | −25,595−69.5% | Reduced |
| Allianz SE | 11,136 | $440.2K | 0.01% | +11,136 | New |
| Mediolanum International Funds Ltd | 11,175 | $439.1K | 0.01% | −2,838−20.3% | Reduced |
| SS&H Financial Advisors, Inc. | 11,074 | $438.0K | 0.16% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 11,052 | $436.9K | 0.07% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 11,027 | $435.9K | 0.00% | −10.0% | Reduced |
| Independent Advisor Alliance | 10,802 | $427.0K | 0.01% | +107+1.0% | Added |
| Twinbeech Capital LP | 10,761 | $425.4K | 0.01% | +10,761 | New |
| Intrua Financial, LLC | 10,654 | $421.2K | 0.07% | +10,654 | New |
| Voloridge Investment Management, LLC | 10,652 | $421.1K | 0.00% | +10,652 | New |
| Institute for Wealth Management, LLC. | 10,612 | $419.5K | 0.05% | −89−0.8% | Reduced |
| BKD Wealth Advisors, LLC | 10,438 | $412.6K | 0.01% | −1,394−11.8% | Reduced |
| AE Wealth Management LLC | 10,254 | $405.4K | 0.00% | −6,359−38.3% | Reduced |
| Prudential PLC | 10,110 | $399.6K | 0.00% | −77,530−88.5% | Reduced |
| Verus Wealth Management, LLC | 9,967 | $394.0K | 0.43% | +20+0.2% | Added |
| Penserra Capital Management LLC | 9,961 | $393.0K | 0.01% | +9,961 | New |
| Bank of Nova Scotia | 9,914 | $391.9K | 0.00% | +773+8.5% | Added |
| United Capital Financial Advisers, LLC | 9,816 | $388.0K | 0.00% | +2,618+36.4% | Added |
| Oppenheimer & Co Inc | 9,775 | $386.4K | 0.01% | +1,218+14.2% | Added |
| Glen Eagle Advisors, LLC | 9,426 | $372.6K | 0.06% | −100−1.0% | Reduced |
| First Affirmative Financial Network | 9,414 | $372.1K | 0.23% | −580−5.8% | Reduced |
| Omers Administration Corp | 9,312 | $368.1K | 0.00% | −1,546−14.2% | Reduced |
| Mendel Money Management | 9,290 | $367.2K | 0.17% | +210+2.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,264 | $366.2K | 0.02% | +9,264 | New |
| Vident Advisory, LLC | 9,256 | $365.9K | 0.01% | +9,256 | New |