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 |
|---|---|---|---|---|---|
| Blume Capital Management, Inc. | 3,547 | $140.2K | 0.03% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 3,362 | $132.9K | 0.00% | −497−12.9% | Reduced |
| GAMMA Investing LLC | 3,352 | $132.5K | 0.01% | −1,594−32.2% | Reduced |
| Shell Asset Management Co | 3,349 | $132.0K | 0.01% | +1,181+54.5% | Added |
| Quarry LP | 3,275 | $129.5K | 0.03% | +2,842+656.4% | Added |
| Farther Finance Advisors, LLC | 3,248 | $128.5K | 0.00% | +2,234+220.3% | Added |
| Hanson & Doremus Investment Management | 3,142 | $124.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 3,130 | $123.7K | 0.00% | −118−3.6% | Reduced |
| Spire Wealth Management | 3,075 | $121.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,020 | $119.4K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 3,003 | $118.7K | 0.02% | −2,535−45.8% | Reduced |
| Siemens Fonds Invest GmbH | 2,987 | $118.1K | 0.01% | +2,987 | New |
| Harbour Investments, Inc. | 2,729 | $107.9K | 0.00% | +183+7.2% | Added |
| Sound Income Strategies, LLC | 2,681 | $106.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 2,641 | $104.4K | 0.02% | −151−5.4% | Reduced |
| Umb Bank N A | 2,612 | $103.3K | 0.00% | +2,150+465.4% | Added |
| Fifth Third Bancorp | 2,598 | $102.7K | 0.00% | −1,172−31.1% | Reduced |
| Crews Bank & Trust | 2,473 | $97.8K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,407 | $95.2K | 0.00% | −319−11.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,338 | $92.4K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 2,312 | $91.4K | 0.02% | +2,312 | New |
| Principal Securities, Inc. | 2,471 | $89.7K | 0.00% | +366+17.4% | Added |
| Hazlett, Burt & Watson, Inc. | 2,130 | $85.0K | 0.04% | −654−23.5% | Reduced |
| Alpine Bank Wealth Management | 2,082 | $82.3K | 0.01% | +2,082 | New |
| Creative Financial Designs Inc | 2,053 | $81.2K | 0.01% | +17+0.8% | Added |
| Tower View Investment Management & Research LLC | 2,009 | $79.4K | 0.05% | +17+0.9% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $79.0K | 0.04% | −2,000−50.0% | Reduced |
| Geneos Wealth Management Inc. | 1,907 | $75.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,907 | $75.4K | 0.00% | −307−13.9% | Reduced |
| Byrne Asset Management LLC | 1,902 | $75.2K | 0.06% | +1,782+1,485.0% | Added |
| POM Investment Strategies, LLC | 1,843 | $72.9K | 0.09% | +1,843 | New |
| Mascoma Wealth Management LLC | 1,766 | $69.8K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $67.0K | 0.03% | 00.0% | Unchanged |
| Coastline Trust Co | 1,693 | $66.9K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,685 | $66.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,677 | $66.3K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,665 | $65.8K | 0.01% | +5+0.3% | Added |
| Colonial Trust Advisors | 1,625 | $64.2K | 0.01% | −1−0.1% | Reduced |
| Old Second National Bank of Aurora | 1,600 | $63.2K | 0.01% | −13−0.8% | Reduced |
| New Age Alpha Advisors, LLC | 1,531 | $60.5K | 0.00% | +303+24.7% | Added |
| Atlantic Trust, LLC | 1,500 | $59.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,483 | $58.3K | 0.01% | −78−5.0% | Reduced |
| CoreCap Advisors, LLC | 1,472 | $58.2K | 0.00% | +40+2.8% | Added |
| BFSG, LLC | 1,453 | $57.4K | 0.01% | +263+22.1% | Added |
| Truvestments Capital LLC | 1,406 | $55.6K | 0.01% | +304+27.6% | Added |
| Skopos Labs, Inc. | 1,360 | $53.8K | 0.01% | +686+101.8% | Added |
| Massmutual Trust Co FSB | 1,320 | $52.2K | 0.00% | −204−13.4% | 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 |
| Riverview Trust Co | 1,154 | $45.6K | 0.05% | −24−2.0% | Reduced |
| Orion Capital Management LLC | 1,125 | $44.5K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,110 | $43.9K | 0.00% | +6+0.5% | Added |
| CX Institutional | 1,062 | $42.0K | 0.00% | +1,062 | New |
| Quent Capital, LLC | 1,030 | $40.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,024 | $40.5K | 0.00% | +382+59.5% | Added |
| Ronald Blue Trust, Inc. | 976 | $38.6K | 0.00% | +266+37.5% | Added |
| National Pension Service | 950 | $37.6K | 0.00% | +407+75.0% | Added |
| Chelsea Counsel Co | 900 | $35.6K | 0.02% | 00.0% | Unchanged |
| American National Bank | 882 | $34.9K | 0.00% | +882 | New |
| Capital Advisors, Ltd. LLC | 826 | $33.0K | 0.00% | −158−16.1% | Reduced |
| Valley National Advisers Inc | 850 | $33.0K | 0.01% | +850 | New |
| Webster Bank, N. A. | 825 | $32.6K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $31.7K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $31.6K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 777 | $30.7K | 0.00% | +777 | New |
| Addison Advisors LLC | 771 | $30.5K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 753 | $29.8K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 750 | $29.6K | 0.03% | 00.0% | Unchanged |
| PEAK6 LLC | 748 | $29.6K | 0.00% | +748 | New |
| Kestra Investment Management, LLC | 724 | $28.6K | 0.00% | +380+110.5% | Added |
| VSM Wealth Advisory, LLC | 720 | $28.5K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 707 | $28.0K | 0.00% | −858−54.8% | Reduced |
| Parkside Financial Bank & Trust | 708 | $28.0K | 0.00% | +142+25.1% | Added |
| Princeton Global Asset Management LLC | 705 | $27.9K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 666 | $26.3K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $26.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 636 | $25.1K | 0.00% | +62+10.8% | Added |
| Asset Planning,Inc | 625 | $24.7K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 609 | $24.1K | 0.01% | +25+4.3% | Added |
| Bangor Savings Bank | 578 | $22.9K | 0.00% | +5+0.9% | Added |
| DT Investment Partners, LLC | 564 | $22.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 561 | $22.2K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 560 | $22.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 541 | $21.4K | 0.00% | −619−53.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 507 | $20.1K | 0.00% | +4+0.8% | Added |
| Barrett & Company, Inc. | 500 | $19.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 480 | $19.0K | 0.00% | +360+300.0% | Added |
| Rise Advisors, LLC | 480 | $19.0K | 0.01% | +480 | New |
| JFS Wealth Advisors, LLC | 472 | $18.7K | 0.00% | +25+5.6% | Added |
| Brown Brothers Harriman & Co | 468 | $18.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 439 | $17.3K | 0.00% | +4+0.9% | Added |
| Banque Cantonale Vaudoise | 442 | $17.0K | 0.00% | +442 | New |
| McIlrath & Eck, LLC | 424 | $16.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 423 | $16.7K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 400 | $15.8K | 0.00% | +400 | New |
| City State Bank | 380 | $15.0K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 375 | $14.8K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 375 | $14.8K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 390 | $14.8K | 0.00% | +390 | New |
| Bruce G. Allen Investments, LLC | 374 | $14.8K | 0.01% | 00.0% | Unchanged |