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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 561 | $20.8K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 564 | $20.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 569 | $21.1K | 0.00% | +89+18.5% | Added |
| Bangor Savings Bank | 583 | $21.7K | 0.00% | +5+0.9% | Added |
| Valley National Advisers Inc | 600 | $22.0K | 0.00% | −250−29.4% | Reduced |
| Strategic Investment Solutions, Inc. | 614 | $22.8K | 0.01% | +5+0.8% | Added |
| Colonial Trust Advisors | 625 | $23.2K | 0.00% | −1,000−61.5% | Reduced |
| Asset Planning,Inc | 625 | $23.2K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $24.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 666 | $24.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 701 | $26.0K | 0.00% | +626+834.7% | Added |
| Princeton Global Asset Management LLC | 705 | $26.2K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 720 | $26.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 741 | $27.5K | 0.00% | +33+4.7% | Added |
| Piscataqua Savings Bank | 750 | $27.8K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 753 | $28.0K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 724 | $28.6K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 771 | $28.6K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 776 | $29.0K | 0.00% | +69+9.8% | Added |
| NBT Bank N A | 800 | $29.7K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $29.8K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 825 | $30.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 826 | $31.0K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 848 | $31.5K | 0.03% | +848 | New |
| Headlands Technologies LLC | 897 | $33.3K | 0.00% | +120+15.4% | Added |
| Chelsea Counsel Co | 900 | $33.4K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,002 | $37.2K | 0.00% | +26+2.7% | Added |
| CX Institutional | 1,062 | $39.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,125 | $41.8K | 0.02% | 00.0% | Unchanged |
| Vega Investment Solutions | 1,150 | $42.7K | 0.01% | −1,162−50.3% | Reduced |
| Byrne Asset Management LLC | 1,240 | $46.1K | 0.03% | −662−34.8% | Reduced |
| Citizens National Bank Trust Department | 1,250 | $46.4K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,260 | $46.8K | 0.01% | +870+223.1% | Added |
| Truvestments Capital LLC | 1,415 | $52.6K | 0.01% | +9+0.6% | Added |
| CoreCap Advisors, LLC | 1,438 | $53.4K | 0.00% | −34−2.3% | Reduced |
| IFP Advisors, Inc | 1,083 | $56.5K | 0.00% | −27−2.4% | Reduced |
| Clearstead Advisors, LLC | 1,527 | $56.7K | 0.00% | +1,462+2,249.2% | Added |
| Asset Dedication, LLC | 1,677 | $62.3K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 1,693 | $62.9K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $63.0K | 0.02% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 1,717 | $63.8K | 0.00% | +186+12.1% | Added |
| Atlantic Trust, LLC | 1,756 | $65.2K | 0.01% | +256+17.1% | Added |
| Mascoma Wealth Management LLC | 1,766 | $65.6K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,866 | $69.3K | 0.00% | −41−2.1% | Reduced |
| Principal Securities, Inc. | 1,903 | $70.7K | 0.00% | −568−23.0% | Reduced |
| Blume Capital Management, Inc. | 1,947 | $72.3K | 0.01% | −1,600−45.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $74.0K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,000 | $74.3K | 0.02% | +2,000 | New |
| BFSG, LLC | 2,022 | $75.1K | 0.01% | +569+39.2% | Added |
| Tower View Investment Management & Research LLC | 2,026 | $75.2K | 0.04% | +17+0.8% | Added |
| Creative Financial Designs Inc | 2,049 | $76.1K | 0.01% | −4−0.2% | Reduced |
| Alpine Bank Wealth Management | 2,082 | $77.3K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,047 | $77.5K | 0.00% | +140+7.3% | Added |
| GPS Wealth Strategies Group, LLC | 2,338 | $86.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,416 | $89.7K | 0.01% | −2,552−51.4% | Reduced |
| Crews Bank & Trust | 2,473 | $91.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 2,476 | $92.0K | 0.01% | −165−6.2% | Reduced |
| Parallel Advisors, LLC | 2,511 | $93.3K | 0.00% | +104+4.3% | Added |
| Massmutual Trust Co FSB | 2,540 | $94.3K | 0.00% | +1,220+92.4% | Added |
| Sound Income Strategies, LLC | 2,681 | $99.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,740 | $101.8K | 0.00% | +11+0.4% | Added |
| EverSource Wealth Advisors, LLC | 2,747 | $102.0K | 0.00% | +1,723+168.3% | Added |
| Fifth Third Bancorp | 2,969 | $110.3K | 0.00% | +371+14.3% | Added |
| Hantz Financial Services, Inc. | 2,994 | $111.0K | 0.00% | +2,732+1,042.7% | Added |
| Trust Co of Vermont | 3,020 | $112.2K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,052 | $113.4K | 0.02% | −686−18.4% | Reduced |
| Quarry LP | 3,055 | $113.5K | 0.03% | −220−6.7% | Reduced |
| Global Retirement Partners, LLC | 3,127 | $116.2K | 0.00% | +3,127 | New |
| Whittier Trust Co | 3,130 | $116.2K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,142 | $117.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 3,161 | $117.4K | 0.00% | +549+21.0% | Added |
| Siemens Fonds Invest GmbH | 3,426 | $127.2K | 0.01% | +439+14.7% | Added |
| Ci Investments Inc. | 3,920 | $146.0K | 0.00% | −1,431−26.7% | Reduced |
| Group One Trading, L.P. | 4,016 | $149.2K | 0.00% | +4,016 | New |
| Skopos Labs, Inc. | 4,063 | $150.9K | 0.02% | +2,703+198.8% | Added |
| National Pension Service | 4,183 | $155.4K | 0.00% | +3,233+340.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,300 | $159.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4,474 | $166.2K | 0.00% | +112+2.6% | Added |
| Blue Bell Private Wealth Management, LLC | 4,727 | $175.6K | 0.03% | −16,207−77.4% | Reduced |
| Centaurus Financial, Inc. | 4,739 | $176.0K | 0.01% | +3+0.1% | Added |
| GAMMA Investing LLC | 4,747 | $176.3K | 0.01% | +1,395+41.6% | Added |
| Eastern Bank | 4,952 | $183.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,361 | $199.1K | 0.00% | −100−1.8% | Reduced |
| David Loasby | 5,300 | $202.4K | 0.02% | +5,300 | New |
| Huntington National Bank | 5,497 | $204.2K | 0.00% | +14+0.3% | Added |
| EWG Elevate Inc. | 5,516 | $204.9K | 0.06% | +246+4.7% | Added |
| Kingswood Wealth Advisors, LLC | 5,524 | $205.2K | 0.02% | −335−5.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $205.6K | 0.03% | −13−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 5,540 | $205.8K | 0.00% | +63+1.2% | Added |
| Vident Advisory, LLC | 5,541 | $205.8K | 0.00% | −3,715−40.1% | Reduced |
| Clark Capital Management Group, Inc. | 5,606 | $208.2K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 5,644 | $209.6K | 0.00% | +5,644 | New |
| W.H. Cornerstone Investments Inc. | 5,767 | $214.2K | 0.14% | +40+0.7% | Added |
| Boothbay Fund Management, LLC | 5,841 | $216.9K | 0.01% | −1,511−20.6% | Reduced |
| Tompkins Financial Corp | 5,885 | $218.6K | 0.02% | +4,200+249.3% | Added |
| Charter Research & Investment Group, Inc. | 5,930 | $220.2K | 0.16% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,944 | $220.8K | 0.02% | −400−6.3% | Reduced |
| PAX Financial Group, LLC | 5,946 | $220.8K | 0.04% | +5,946 | New |
| Cozad Asset Management Inc | 6,000 | $222.8K | 0.02% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 6,007 | $223.1K | 0.13% | −450−7.0% | Reduced |