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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 6,023 | $223.7K | 0.01% | −8,105−57.4% | Reduced |
| NorthRock Partners, LLC | 6,099 | $226.5K | 0.01% | +571+10.3% | Added |
| Sowell Financial Services LLC | 6,107 | $226.8K | 0.01% | +860+16.4% | Added |
| Stanley-Laman Group, Ltd. | 6,144 | $228.2K | 0.03% | +1,016+19.8% | Added |
| Summit Trail Advisors, LLC | 6,222 | $231.1K | 0.00% | +6,222 | New |
| MidWestOne Financial Group, Inc. | 6,250 | $232.1K | 0.03% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,250 | $232.1K | 0.05% | 00.0% | Unchanged |
| PTM Wealth Management, LLC | 6,333 | $232.9K | 0.15% | +54+0.9% | Added |
| Modern Wealth Management, LLC | 6,291 | $233.6K | 0.01% | +6,291 | New |
| LaSalle St. Investment Advisors, LLC | 6,348 | $235.0K | 0.06% | +47+0.7% | Added |
| Greenleaf Trust | 6,347 | $235.7K | 0.00% | −387−5.7% | Reduced |
| MAI Capital Management | 6,393 | $237.4K | 0.00% | +1,193+22.9% | Added |
| Investment Management Corp of Ontario | 6,421 | $238.5K | 0.00% | −1,000−13.5% | Reduced |
| Equitable Holdings, Inc. | 6,476 | $240.5K | 0.00% | +1,371+26.9% | Added |
| Sigma Planning Corp | 6,506 | $241.6K | 0.01% | −20.0% | Reduced |
| PharVision Advisers, LLC | 6,535 | $242.7K | 0.35% | +6,535 | New |
| STRS Ohio | 6,588 | $244.7K | 0.00% | +6,588 | New |
| Ascent Group, LLC | 6,593 | $244.9K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,630 | $247.2K | 0.00% | +6,630 | New |
| Archer Investment Corp | 6,684 | $248.2K | 0.06% | +30.0% | Added |
| Kennedy Investment Group | 6,750 | $250.7K | 0.11% | +21+0.3% | Added |
| Northstar Asset Management LLC | 6,750 | $250.7K | 0.06% | −85−1.2% | Reduced |
| Advisors Capital Management, LLC | 6,790 | $252.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 6,848 | $254.3K | 0.02% | +327+5.0% | Added |
| Farther Finance Advisors, LLC | 6,908 | $256.6K | 0.01% | +3,660+112.7% | Added |
| Cetera Trust Company, N.A | 6,920 | $257.0K | 0.15% | +595+9.4% | Added |
| Marex Group plc | 6,960 | $258.5K | 0.00% | +6,960 | New |
| Glenview Trust Co | 6,978 | $259.2K | 0.00% | +1,586+29.4% | Added |
| Seeds Investor LLC | 6,999 | $259.9K | 0.06% | −1,637−19.0% | Reduced |
| Providence Wealth Advisors, LLC | 6,835 | $261.6K | 0.18% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 7,103 | $263.8K | 0.03% | −147−2.0% | Reduced |
| SeaCrest Wealth Management, LLC | 7,385 | $274.3K | 0.03% | −529−6.7% | Reduced |
| Lindenwold Advisors | 7,462 | $277.1K | 0.14% | −34−0.5% | Reduced |
| Birch Hill Investment Advisors LLC | 7,484 | $278.0K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,488 | $278.1K | 0.00% | +383+5.4% | Added |
| Pinnacle Associates Ltd | 7,537 | $279.9K | 0.00% | 00.0% | Unchanged |
| GSG Advisors LLC | 7,797 | $289.6K | 0.08% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,821 | $290.0K | 0.01% | +4,472+133.5% | Added |
| Armstrong Advisory Group, Inc | 7,839 | $291.1K | 0.02% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 7,858 | $291.5K | 0.00% | −568−6.7% | Reduced |
| Signaturefd, LLC | 7,863 | $292.0K | 0.00% | +237+3.1% | Added |
| Apella Capital, LLC | 8,087 | $298.3K | 0.01% | +173+2.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,035 | $298.4K | 0.11% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 8,077 | $300.0K | 0.01% | +15+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,100 | $300.7K | 0.01% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 8,114 | $301.4K | 0.10% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,153 | $302.8K | 0.01% | +62+0.8% | Added |
| Frank, Rimerman Advisors LLC | 8,244 | $306.2K | 0.02% | +8,244 | New |
| Intrua Financial, LLC | 8,282 | $307.6K | 0.04% | −2,372−22.3% | Reduced |
| EP Wealth Advisors, LLC | 8,492 | $315.4K | 0.00% | +189+2.3% | Added |
| Great Valley Advisor Group, Inc. | 8,515 | $316.2K | 0.01% | +30+0.4% | Added |
| Congress Wealth Management LLC | 8,671 | $322.1K | 0.00% | +8,671 | New |
| Oppenheimer & Co Inc | 8,711 | $323.5K | 0.00% | −1,064−10.9% | Reduced |
| First Affirmative Financial Network | 8,734 | $324.4K | 0.17% | −680−7.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,746 | $324.8K | 0.03% | −401−4.4% | Reduced |
| Allianz SE | 9,037 | $335.6K | 0.01% | −2,099−18.8% | Reduced |
| Bridgefront Capital, LLC | 9,150 | $339.8K | 0.09% | −9,256−50.3% | Reduced |
| Groupe la Francaise | 9,167 | $340.1K | 0.01% | +9,167 | New |
| Vestcor Inc | 9,259 | $344.0K | 0.01% | −2,041−18.1% | Reduced |
| DRW Securities, LLC | 9,229 | $344.7K | 0.02% | +9,229 | New |
| Omers Administration Corp | 9,312 | $345.8K | 0.00% | 00.0% | Unchanged |
| Mendel Money Management | 9,390 | $348.7K | 0.15% | +100+1.1% | Added |
| Glen Eagle Advisors, LLC | 9,427 | $350.1K | 0.05% | +10.0% | Added |
| Commerce Bank | 9,597 | $356.4K | 0.00% | +505+5.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,680 | $359.5K | 0.01% | +416+4.5% | Added |
| Alan B. Lancz & Associates, Inc. | 9,684 | $359.7K | 0.36% | +9,684 | New |
| Exencial Wealth Advisors, LLC | 9,901 | $367.7K | 0.01% | +9,901 | New |
| Verus Wealth Management, LLC | 10,051 | $373.3K | 0.38% | +84+0.8% | Added |
| Institute for Wealth Management, LLC. | 10,062 | $373.7K | 0.04% | −550−5.2% | Reduced |
| Prudential PLC | 10,110 | $375.5K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,210 | $379.2K | 0.00% | +394+4.0% | Added |
| BKD Wealth Advisors, LLC | 10,453 | $388.2K | 0.01% | +15+0.1% | Added |
| Two Sigma Advisers, LP | 10,600 | $393.7K | 0.00% | +10,600 | New |
| Kathmere Capital Management, LLC | 10,740 | $398.9K | 0.03% | −1,291−10.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,807 | $401.0K | 0.00% | +2,766+34.4% | Added |
| CIBC World Markets Corp | 10,900 | $404.8K | 0.00% | −971−8.2% | Reduced |
| Coastal Bridge Advisors, LLC | 10,965 | $407.3K | 0.03% | +10,965 | New |
| Gsa Capital Partners LLP | 10,981 | $408.0K | 0.03% | +10,981 | New |
| EagleClaw Capital Managment, LLC | 11,052 | $410.5K | 0.06% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 11,054 | $410.5K | 0.02% | +1,983+21.9% | Added |
| SS&H Financial Advisors, Inc. | 11,074 | $411.3K | 0.14% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 11,154 | $414.0K | 0.01% | −4,177−27.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 11,209 | $416.3K | 0.00% | +5,521+97.1% | Added |
| Sciencast Management LP | 11,349 | $421.5K | 0.09% | +11,349 | New |
| Farmers Trust Co | 11,493 | $426.9K | 0.08% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 11,626 | $432.0K | 0.09% | +296+2.6% | Added |
| Rockefeller Capital Management L.P. | 11,711 | $435.0K | 0.00% | +684+6.2% | Added |
| Independent Advisor Alliance | 11,782 | $437.6K | 0.01% | +980+9.1% | Added |
| Royal London Asset Management Ltd | 11,785 | $437.7K | 0.00% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 11,961 | $444.3K | 0.10% | +446+3.9% | Added |
| WealthTrust Axiom LLC | 12,048 | $447.5K | 0.13% | 00.0% | Unchanged |
| AE Wealth Management LLC | 12,070 | $448.3K | 0.00% | +1,816+17.7% | Added |
| Capital Market Strategies LLC | 12,100 | $449.4K | 0.31% | −2,000−14.2% | Reduced |
| Pullen Investment Management, LLC | 12,139 | $450.9K | 0.27% | −148−1.2% | Reduced |
| Quaker Wealth Management, LLC | 12,259 | $455.3K | 0.15% | +12,259 | New |
| Ieq Capital, LLC | 12,333 | $458.0K | 0.00% | +64+0.5% | Added |
| Modera Wealth Management, LLC | 12,341 | $458.4K | 0.01% | −501−3.9% | Reduced |
| Oak Thistle LLC | 12,488 | $463.8K | 0.07% | −16,037−56.2% | Reduced |
| XTX Topco Ltd | 12,510 | $464.6K | 0.02% | −31,442−71.5% | Reduced |
| Atomi Financial Group, Inc. | 12,531 | $465.4K | 0.02% | +1,065+9.3% | Added |