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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, Q2 2025

Institutional positions in Essential Utilities, Inc. as of Jun 30, 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
683
+14 vs. Q1 2025
Shares held
220.6M
+739.7K (+0.3%) vs. Q1 2025
Total value
$8.20B
−$492.9M (−5.7%) vs. Q1 2025
New holders
79
283 more added
Sold out
65
200 more reduced

8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 683 institutions
Q1 2021: 598 institutionsQ2 2021: 589 institutionsQ3 2021: 597 institutionsQ4 2021: 648 institutionsQ1 2022: 642 institutionsQ2 2022: 636 institutionsQ3 2022: 637 institutionsQ4 2022: 657 institutionsQ1 2023: 650 institutionsQ2 2023: 626 institutionsQ3 2023: 584 institutionsQ4 2023: 623 institutionsQ1 2024: 592 institutionsQ2 2024: 601 institutionsQ3 2024: 629 institutionsQ4 2024: 622 institutionsQ1 2025: 677 institutionsQ2 2025: 683 institutionsQ3 2025: 679 institutionsQ4 2025: 695 institutionsQ1 2026: 698 institutionsQ2 2026: 702 institutions
Value heldQ2 2025: $8.20B
Q1 2021: $7.74BQ2 2021: $7.96BQ3 2021: $7.96BQ4 2021: $9.44BQ1 2022: $9.19BQ2 2022: $8.55BQ3 2022: $7.82BQ4 2022: $9.21BQ1 2023: $8.33BQ2 2023: $7.63BQ3 2023: $6.85BQ4 2023: $7.63BQ1 2024: $7.90BQ2 2024: $8.01BQ3 2024: $8.09BQ4 2024: $7.90BQ1 2025: $8.79BQ2 2025: $8.20BQ3 2025: $9.07BQ4 2025: $8.66BQ1 2026: $8.72BQ2 2026: $8.58B
Institutions holding WTRG and their total value by quarter
QuarterHoldersValue
Q2 2026702$8.58B
Q1 2026698$8.72B
Q4 2025695$8.66B
Q3 2025679$9.07B
Q2 2025683$8.20B
Q1 2025677$8.79B
Q4 2024622$7.90B
Q3 2024629$8.09B
Q2 2024601$8.01B
Q1 2024592$7.90B
Q4 2023623$7.63B
Q3 2023584$6.85B
Q2 2023626$7.63B
Q1 2023650$8.33B
Q4 2022657$9.21B
Q3 2022637$7.82B
Q2 2022636$8.55B
Q1 2022642$9.19B
Q4 2021648$9.44B
Q3 2021597$7.96B
Q2 2021589$7.96B
Q1 2021598$7.74B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2025.

Institutions holding WTRG in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Winthrop Capital Management, LLC7$00.00%00.0%Unchanged
Avion Wealth13$00.00%+13New
Rakuten Securities, Inc.2$740.00%+1+100.0%Added
North Star Investment Management Corp.4$1490.00%+4New
LGT Financial Advisors LLC4$1490.00%+4New
Whipplewood Advisors, LLC8$2970.00%+4+100.0%Added
Financial Gravity Companies, Inc.10$3710.00%+10New
WealthTrak Capital Management LLC10$3720.00%00.0%Unchanged
American Capital Advisory, LLC10$3720.00%+6+150.0%Added
Bay Harbor Wealth Management, LLC11$4080.00%+4+57.1%Added
Beacon Capital Management, LLC11$4120.00%−49−81.7%Reduced
HFM Investment Advisors, LLC12$4460.00%+6+100.0%Added
Stone House Investment Management, LLC12$4460.00%+12New
MV Capital Management, Inc.13$4830.00%+1+8.3%Added
Parkworth Wealth Management, Inc.13$4830.00%+5+62.5%Added
Millstone Evans Group, LLC14$5200.00%00.0%Unchanged
SJS Investment Consulting Inc.15$5580.00%−16−51.6%Reduced
Rossby Financial, LCC18$6690.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.26$9660.00%00.0%Unchanged
Ogorek Anthony Joseph33$1.00K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC30$1.00K0.00%00.0%Unchanged
Rialto Wealth Management, LLC27$1.00K0.00%−17−38.6%Reduced
Raffa Wealth Management, LLC31$1.15K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.36$1.34K0.00%−3−7.7%Reduced
Cromwell Holdings LLC37$1.37K0.00%+19+105.6%Added
Bogart Wealth, LLC41$1.53K0.00%+41New
Cornerstone Planning Group LLC45$1.71K0.00%+30+200.0%Added
Principia Wealth Advisory, LLC46$1.71K0.00%+26+130.0%Added
Trifecta Capital Advisors, LLC47$1.75K0.00%+47New
Comprehensive Financial Planning, Inc.50$1.86K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton55$2.04K0.00%+52+1,733.3%Added
Sachetta, LLC57$2.12K0.00%−7−10.9%Reduced
Bell Investment Advisors, Inc57$2.12K0.00%+13+29.5%Added
Atlantic Union Bankshares Corp58$2.15K0.00%+58New
Wealth Preservation Advisors, LLC63$2.34K0.00%+12+23.5%Added
Fortitude Family Office, LLC67$2.49K0.00%+67New
Mount Yale Investment Advisors, LLC71$2.64K0.00%+71New
Tradewinds Capital Management, LLC77$2.85K0.00%−13,331−99.4%Reduced
Essential Partners LLC83$3.08K0.00%+83New
Caldwell Sutter Capital, Inc.85$3.16K0.00%00.0%Unchanged
WealthCollab, LLC92$3.42K0.00%00.0%Unchanged
Bare Financial Services, Inc96$3.56K0.00%+96New
Ameriflex Group, Inc.126$4.66K0.00%00.0%Unchanged
Copia Wealth Management138$5.13K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC157$5.83K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.158$5.87K0.00%−2−1.3%Reduced
Cedar Mountain Advisors, LLC168$6.26K0.00%+1+0.6%Added
Cape Investment Advisory, Inc.174$6.45K0.00%00.0%Unchanged
Kiker Wealth Management, LLC175$6.50K0.00%00.0%Unchanged
Bokf, NA177$6.57K0.00%00.0%Unchanged
Godsey & Gibb Associates188$6.98K0.00%00.0%Unchanged
Trust Co200$7.43K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc200$7.43K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc205$7.61K0.00%+20+10.8%Added
Ameritas Advisory Services, LLC208$7.71K0.00%+208New
Darwin Advisors, LLC225$8.36K0.00%00.0%Unchanged
Westside Investment Management, Inc.227$8.55K0.00%+227New
Anfield Capital Management, LLC240$8.91K0.00%+240New
Private Wealth Management Group, LLC242$8.99K0.00%00.0%Unchanged
Peoples Financial Services Corp.250$9.28K0.00%00.0%Unchanged
Montag & Caldwell, LLC250$9.29K0.00%00.0%Unchanged
Global X Japan Co., Ltd.251$9.32K0.00%−149−37.3%Reduced
Banque Cantonale Vaudoise269$10.0K0.00%−173−39.1%Reduced
First Horizon Advisors, Inc.273$10.1K0.00%−363−57.1%Reduced
SOA Wealth Advisors, LLC.281$10.4K0.00%−158−36.0%Reduced
Caitong International Asset Management Co., Ltd287$10.7K0.01%+287New
Financial Connections Group, Inc.300$11.0K0.00%00.0%Unchanged
Friedenthal Financial300$11.1K0.01%−23,402−98.7%Reduced
CNB Bank300$11.1K0.01%00.0%Unchanged
Leonteq Securities AG305$11.3K0.00%+30+10.9%Added
NewSquare Capital LLC324$12.0K0.00%+32+11.0%Added
Hilltop National Bank325$12.1K0.00%+325New
Smallwood Wealth Investment Management, LLC334$12.4K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC339$12.6K0.01%−35−9.4%Reduced
New Millennium Group LLC349$13.0K0.01%+3+0.9%Added
Trust Co of Toledo NA350$13.0K0.00%+350New
Covestor Ltd350$13.0K0.01%−10−2.8%Reduced
Hemington Wealth Management355$13.0K0.00%+34+10.6%Added
Twin Peaks Wealth Advisors, LLC337$13.1K0.00%+337New
SBI Securities Co., Ltd.357$13.3K0.00%−14−3.8%Reduced
Concord Wealth Partners358$13.3K0.00%+3+0.8%Added
Robbins Farley LLC375$13.9K0.01%00.0%Unchanged
Bank of New Hampshire375$13.9K0.00%00.0%Unchanged
City State Bank380$14.1K0.00%00.0%Unchanged
Caldwell Trust Co400$14.9K0.00%+400New
SWAN Capital LLC401$14.9K0.01%+276+220.8%Added
JFS Wealth Advisors, LLC404$15.0K0.00%−68−14.4%Reduced
Pinnacle Bancorp, Inc.423$15.7K0.00%00.0%Unchanged
Larson Financial Group LLC423$15.7K0.00%+337+391.9%Added
McIlrath & Eck, LLC424$15.7K0.00%00.0%Unchanged
Smartleaf Asset Management LLC450$16.6K0.00%−1,033−69.7%Reduced
Provenance Wealth Advisors, LLC458$17.0K0.00%−2,545−84.7%Reduced
Brown Brothers Harriman & Co468$17.4K0.00%00.0%Unchanged
Rise Advisors, LLC480$17.8K0.01%00.0%Unchanged
Hazlett, Burt & Watson, Inc.500$18.0K0.01%−1,630−76.5%Reduced
Barrett & Company, Inc.500$18.6K0.01%00.0%Unchanged
True Wealth Design, LLC503$18.7K0.01%+501+25,050.0%Added
Thurston, Springer, Miller, Herd & Titak, Inc.511$19.0K0.00%+4+0.8%Added
SRS Capital Advisors, Inc.542$20.1K0.00%+1+0.2%Added
Delta Asset Management LLC560$20.8K0.00%00.0%Unchanged