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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 371 | $14.7K | 0.00% | +38+11.4% | Added |
| Concord Wealth Partners | 355 | $14.0K | 0.00% | +3+0.9% | Added |
| Covestor Ltd | 360 | $14.0K | 0.01% | +48+15.4% | Added |
| New Millennium Group LLC | 346 | $13.7K | 0.01% | +2+0.6% | Added |
| Smallwood Wealth Investment Management, LLC | 334 | $13.2K | 0.01% | +334 | New |
| Boston Private Wealth LLC | 326 | $12.9K | 0.00% | +326 | New |
| Hemington Wealth Management | 321 | $12.0K | 0.00% | +81+33.8% | Added |
| CNB Bank | 300 | $11.9K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 292 | $11.5K | 0.00% | +281+2,554.5% | Added |
| Financial Connections Group, Inc. | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 275 | $10.9K | 0.00% | +37+15.5% | Added |
| Hantz Financial Services, Inc. | 262 | $10.0K | 0.00% | +262 | New |
| Montag & Caldwell, LLC | 250 | $9.88K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 250 | $9.88K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 242 | $9.57K | 0.00% | −3−1.2% | Reduced |
| Darwin Advisors, LLC | 225 | $8.17K | 0.00% | 00.0% | Unchanged |
| Trust Co | 200 | $7.91K | 0.00% | +200 | New |
| Godsey & Gibb Associates | 188 | $7.43K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 185 | $7.31K | 0.00% | +85+85.0% | Added |
| Glass Jacobson Investment Advisors llc | 200 | $7.26K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 177 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 175 | $6.92K | 0.00% | +175 | New |
| Cape Investment Advisory, Inc. | 174 | $6.86K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 167 | $6.60K | 0.00% | +1+0.6% | Added |
| Hexagon Capital Partners LLC | 160 | $6.33K | 0.00% | +26+19.4% | Added |
| New England Capital Financial Advisors LLC | 157 | $6.21K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 152 | $6.01K | 0.00% | +152 | New |
| Itau Unibanco Holding S.A. | 160 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 140 | $5.53K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 138 | $5.46K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 126 | $4.98K | 0.00% | +126 | New |
| SWAN Capital LLC | 125 | $4.94K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 103 | $4.07K | 0.02% | +103 | New |
| WealthCollab, LLC | 92 | $3.64K | 0.00% | +92 | New |
| Larson Financial Group LLC | 86 | $3.40K | 0.00% | +81+1,620.0% | Added |
| Caldwell Sutter Capital, Inc. | 85 | $3.36K | 0.00% | +85 | New |
| South State Corp. | 75 | $2.96K | 0.00% | +75 | New |
| Carolinas Wealth Consulting LLC | 69 | $2.73K | 0.00% | −1,146−94.3% | Reduced |
| Clearstead Advisors, LLC | 65 | $2.57K | 0.00% | +65 | New |
| Sachetta, LLC | 64 | $2.53K | 0.00% | +30+88.2% | Added |
| Beacon Capital Management, LLC | 60 | $2.37K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 60 | $2.37K | 0.00% | +60 | New |
| Sandy Spring Bank | 58 | $2.29K | 0.00% | −106−64.6% | Reduced |
| Wealth Preservation Advisors, LLC | 51 | $2.02K | 0.00% | +51 | New |
| Comprehensive Financial Planning, Inc. | 50 | $1.98K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 50 | $1.98K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 46 | $1.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $1.74K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 44 | $1.74K | 0.00% | +44 | New |
| DiNuzzo Private Wealth, Inc. | 39 | $1.54K | 0.00% | +6+18.2% | Added |
| Hallmark Capital Management Inc | 33 | $1.30K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 31 | $1.23K | 0.00% | +3+10.7% | Added |
| Raffa Wealth Management, LLC | 31 | $1.23K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 30 | $1.19K | 0.00% | +21+233.3% | Added |
| Mather Group, LLC. | 27 | $1.07K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 26 | $1.03K | 0.00% | −249−90.5% | Reduced |
| Ulland Investment Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 33 | $1.00K | 0.00% | +33 | New |
| Highline Wealth Partners LLC | 20 | $791 | 0.00% | +20 | New |
| Principia Wealth Advisory, LLC | 20 | $755 | 0.00% | +19+1,900.0% | Added |
| Rossby Financial, LCC | 18 | $722 | 0.00% | +18 | New |
| Sofos Investments, Inc. | 18 | $712 | 0.00% | +18 | New |
| Cromwell Holdings LLC | 18 | $712 | 0.00% | +18 | New |
| Cornerstone Planning Group LLC | 15 | $614 | 0.00% | +15 | New |
| Millstone Evans Group, LLC | 14 | $553 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 12 | $475 | 0.00% | −4−25.0% | Reduced |
| WealthTrak Capital Management LLC | 10 | $396 | 0.00% | +10 | New |
| Whipplewood Advisors, LLC | 4 | $316 | 0.00% | −4−50.0% | Reduced |
| Parkworth Wealth Management, Inc. | 8 | $316 | 0.00% | +3+60.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $276 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 6 | $238 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 4 | $159 | 0.00% | +4 | New |
| High Note Wealth, LLC | 3 | $119 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $119 | 0.00% | +3 | New |
| True Wealth Design, LLC | 2 | $80 | 0.00% | −13−86.7% | Reduced |
| Rakuten Securities, Inc. | 1 | $40 | 0.00% | −2−66.7% | Reduced |
| Winthrop Capital Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −818−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −802,660−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −134,839−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −74,894−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −66,216−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −45,969−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −34,900−100.0% | Sold out |
| Jmac Enterprises LLC | 0 | $0 | 0.00% | −28,357−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −20,672−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −15,993−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −13,864−100.0% | Sold out |
| Northcape Wealth Management, LLC | 0 | $0 | 0.00% | −13,451−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −10,727−100.0% | Sold out |
| Code Waechter LLC | 0 | $0 | 0.00% | −10,089−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −10,006−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −9,767−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −9,744−100.0% | Sold out |
| Welch & Forbes LLC | 0 | $0 | 0.00% | −8,854−100.0% | Sold out |
| Caisse des Depots Et Consignations | 0 | $0 | 0.00% | −8,551−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −8,307−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −8,020−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −7,931−100.0% | Sold out |