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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 9,147 | $361.6K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 9,092 | $359.4K | 0.00% | +1,364+17.7% | Added |
| Dorsey & Whitney Trust CO LLC | 9,071 | $358.6K | 0.02% | −291−3.1% | Reduced |
| Prelude Capital Management, LLC | 8,910 | $352.2K | 0.04% | −7,380−45.3% | Reduced |
| Aquatic Capital Management LLC | 8,821 | $348.7K | 0.01% | −18,257−67.4% | Reduced |
| Marcum Wealth, LLC | 8,734 | $345.3K | 0.03% | −455−5.0% | Reduced |
| Seeds Investor LLC | 8,636 | $341.4K | 0.10% | +624+7.8% | Added |
| Advisory Services Network, LLC | 8,594 | $339.7K | 0.01% | +8,594 | New |
| Quantbot Technologies LP | 8,513 | $336.5K | 0.01% | +8,513 | New |
| Great Valley Advisor Group, Inc. | 8,485 | $335.4K | 0.01% | −474−5.3% | Reduced |
| Phoenix Holdings Ltd. | 8,426 | $334.7K | 0.01% | −43,496−83.8% | Reduced |
| EP Wealth Advisors, LLC | 8,303 | $328.2K | 0.00% | −926−10.0% | Reduced |
| CWM Advisors, LLC | 8,131 | $321.4K | 0.04% | +818+11.2% | Added |
| O'Brien Greene & Co. Inc | 8,114 | $320.7K | 0.11% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,100 | $320.0K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,091 | $319.8K | 0.01% | +146+1.8% | Added |
| Fifth Third Wealth Advisors LLC | 8,062 | $318.7K | 0.02% | +30+0.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,041 | $318.0K | 0.00% | −1,944−19.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,035 | $317.6K | 0.13% | −2,271−22.0% | Reduced |
| Evergreen Capital Management LLC | 8,016 | $316.9K | 0.01% | −1,499−15.8% | Reduced |
| SeaCrest Wealth Management, LLC | 7,914 | $312.8K | 0.04% | +30.0% | Added |
| Inceptionr LLC | 7,884 | $311.7K | 0.09% | −8,285−51.2% | Reduced |
| Cresset Asset Management, LLC | 7,862 | $310.8K | 0.00% | +542+7.4% | Added |
| Signaturefd, LLC | 7,626 | $301.5K | 0.01% | −1,187−13.5% | Reduced |
| Jump Financial, LLC | 7,612 | $300.9K | 0.00% | +7,612 | New |
| Apella Capital, LLC | 7,914 | $298.8K | 0.01% | +334+4.4% | Added |
| Pinnacle Associates Ltd | 7,537 | $297.9K | 0.00% | 00.0% | Unchanged |
| Lindenwold Advisors | 7,496 | $296.3K | 0.16% | −129−1.7% | Reduced |
| Birch Hill Investment Advisors LLC | 7,484 | $295.8K | 0.01% | −360−4.6% | Reduced |
| GSG Advisors LLC | 7,797 | $294.4K | 0.10% | −11−0.1% | Reduced |
| Investment Management Corp of Ontario | 7,421 | $293.4K | 0.01% | +200+2.8% | Added |
| Janus Henderson Group PLC | 7,429 | $291.9K | 0.00% | −50,577−87.2% | Reduced |
| Boothbay Fund Management, LLC | 7,352 | $290.6K | 0.01% | +7,352 | New |
| RTD Financial Advisors, Inc. | 7,250 | $286.6K | 0.04% | +147+2.1% | Added |
| Armstrong Advisory Group, Inc | 7,839 | $284.7K | 0.02% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 7,225 | $283.9K | 0.01% | +7,225 | New |
| Rakuten Investment Management, Inc. | 7,198 | $282.8K | 0.00% | +7,198 | New |
| Johnson Investment Counsel Inc | 7,105 | $280.9K | 0.00% | +6+0.1% | Added |
| Gateway Investment Advisers LLC | 6,915 | $273.4K | 0.00% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 6,835 | $270.2K | 0.07% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 6,835 | $269.9K | 0.20% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,790 | $268.4K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 6,734 | $266.2K | 0.00% | −370−5.2% | Reduced |
| Kennedy Investment Group | 6,729 | $266.0K | 0.12% | −15−0.2% | Reduced |
| Archer Investment Corp | 6,681 | $264.1K | 0.07% | +6,382+2,134.4% | Added |
| CAPROCK Group, Inc. | 6,657 | $263.2K | 0.01% | −1,872−21.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,673 | $262.8K | 0.00% | +6,673 | New |
| Ascent Group, LLC | 6,593 | $260.6K | 0.01% | −56−0.8% | Reduced |
| Anchor Investment Management, LLC | 6,521 | $257.8K | 0.02% | +26+0.4% | Added |
| Walleye Capital LLC | 6,517 | $257.6K | 0.00% | +6,517 | New |
| Sigma Planning Corp | 6,508 | $257.3K | 0.01% | +38+0.6% | Added |
| Tower Wealth Partners, Inc. | 6,457 | $255.2K | 0.14% | +28+0.4% | Added |
| Nations Financial Group Inc, | 6,344 | $250.8K | 0.02% | +20.0% | Added |
| Cetera Trust Company, N.A | 6,325 | $250.0K | 0.16% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 6,301 | $249.0K | 0.06% | −1,456−18.8% | Reduced |
| MONECO Advisors, LLC | 6,267 | $247.7K | 0.03% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 6,250 | $247.1K | 0.04% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,250 | $247.1K | 0.05% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 6,195 | $244.9K | 0.00% | +6,195 | New |
| YHB Investment Advisors, Inc. | 6,185 | $244.5K | 0.02% | −50−0.8% | Reduced |
| Virtue Capital Management, LLC | 6,039 | $238.8K | 0.03% | +6,039 | New |
| Cozad Asset Management Inc | 6,000 | $237.2K | 0.02% | +6,000 | New |
| PTM Wealth Management, LLC | 6,279 | $236.2K | 0.25% | +6,279 | New |
| Charter Research & Investment Group, Inc. | 5,930 | $234.4K | 0.18% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5,859 | $231.7K | 0.02% | −5,763−49.6% | Reduced |
| Freestone Grove Partners LP | 5,811 | $229.7K | 0.00% | +5,811 | New |
| Chicago Partners Investment Group LLC | 5,599 | $229.6K | 0.01% | +5,599 | New |
| W.H. Cornerstone Investments Inc. | 5,727 | $226.4K | 0.16% | −1,110−16.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,688 | $224.8K | 0.00% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 5,606 | $221.6K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,528 | $218.5K | 0.01% | +5,528 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,548 | $218.0K | 0.03% | +13+0.2% | Added |
| Huntington National Bank | 5,483 | $216.7K | 0.00% | +144+2.7% | Added |
| Profund Advisors LLC | 5,468 | $216.2K | 0.01% | −311−5.4% | Reduced |
| TD Private Client Wealth LLC | 5,461 | $215.9K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 5,477 | $215.2K | 0.00% | −317−5.5% | Reduced |
| ICW Investment Advisors LLC | 5,430 | $214.6K | 0.09% | +5,430 | New |
| Integrated Wealth Concepts LLC | 5,409 | $213.8K | 0.00% | −1,185−18.0% | Reduced |
| Glenview Trust Co | 5,392 | $213.1K | 0.00% | +5,392 | New |
| Ci Investments Inc. | 5,351 | $212.0K | 0.00% | +96+1.8% | Added |
| Certior Financial Group, LLC | 5,360 | $211.9K | 0.18% | +5,360 | New |
| Lowe Brockenbrough & Co Inc | 5,350 | $211.5K | 0.01% | +5,350 | New |
| Fortem Financial Group, LLC | 5,329 | $210.6K | 0.08% | +5,329 | New |
| Charter Trust Co | 5,322 | $210.4K | 0.01% | +5,322 | New |
| Kovitz Investment Group Partners, LLC | 5,276 | $208.5K | 0.00% | +5,276 | New |
| EWG Elevate Inc. | 5,270 | $208.3K | 0.08% | +5,270 | New |
| Sowell Financial Services LLC | 5,247 | $207.4K | 0.01% | +5,247 | New |
| Ledgewood Wealth Advisors, LLC | 5,206 | $205.8K | 0.13% | +5,206 | New |
| Stock Yards Bank & Trust Co | 5,205 | $205.8K | 0.01% | +5,205 | New |
| MAI Capital Management | 5,200 | $205.6K | 0.00% | −120−2.3% | Reduced |
| Univest Financial Corp | 5,179 | $204.7K | 0.01% | +5,179 | New |
| Stanley-Laman Group, Ltd. | 5,128 | $202.7K | 0.03% | +5,128 | New |
| Equitable Holdings, Inc. | 5,105 | $201.8K | 0.00% | +5,105 | New |
| Private Trust Co NA | 4,968 | $196.4K | 0.02% | −350−6.6% | Reduced |
| Eastern Bank | 4,952 | $195.8K | 0.00% | −6,298−56.0% | Reduced |
| Centaurus Financial, Inc. | 4,736 | $187.0K | 0.01% | +4+0.1% | Added |
| Coldstream Capital Management Inc | 4,487 | $177.4K | 0.00% | −55,121−92.5% | Reduced |
| Assetmark, Inc | 4,362 | $172.4K | 0.00% | −312−6.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,300 | $170.0K | 0.00% | −5,396−55.7% | Reduced |
| V-Square Quantitative Management LLC | 3,738 | $147.8K | 0.02% | +237+6.8% | Added |