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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 12,543 | $465.8K | 0.00% | −27,668−68.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,661 | $470.2K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 12,693 | $471.4K | 0.00% | +676+5.6% | Added |
| Clean Yield Group | 12,729 | $472.8K | 0.14% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 12,749 | $473.5K | 0.01% | +12,749 | New |
| ELCO Management Co., LLC | 12,896 | $479.0K | 0.25% | −1,774−12.1% | Reduced |
| Metis Global Partners, LLC | 12,932 | $480.3K | 0.01% | +12,932 | New |
| Meeder Advisory Services, Inc. | 12,960 | $481.3K | 0.02% | +1,629+14.4% | Added |
| M&G Plc | 13,025 | $481.9K | 0.00% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 13,118 | $484.3K | 0.01% | +1,943+17.4% | Added |
| Mitchell Sinkler & Starr | 13,167 | $489.0K | 0.23% | −731−5.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,313 | $494.4K | 0.00% | +452+3.5% | Added |
| Brighton Jones LLC | 13,483 | $500.8K | 0.01% | −4,646−25.6% | Reduced |
| Red Door Wealth Management, LLC | 13,523 | $502.2K | 0.06% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 13,617 | $505.7K | 0.10% | 00.0% | Unchanged |
| 111 Capital | 13,984 | $519.4K | 0.09% | +13,984 | New |
| RSM US Wealth Management LLC | 14,170 | $526.3K | 0.01% | +143+1.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,336 | $532.4K | 0.00% | +14,336 | New |
| Whittier Trust Co of Nevada Inc | 14,412 | $535.1K | 0.01% | −619−4.1% | Reduced |
| Resurgent Financial Advisors LLC | 14,413 | $535.3K | 0.29% | 00.0% | Unchanged |
| CWM Advisors, LLC | 14,647 | $544.0K | 0.06% | +6,516+80.1% | Added |
| D.A. Davidson & Co. | 14,760 | $548.2K | 0.00% | −274−1.8% | Reduced |
| Everett Harris & Co | 15,000 | $557.1K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 15,130 | $561.9K | 0.00% | +411+2.8% | Added |
| US Bancorp | 15,179 | $563.7K | 0.00% | +943+6.6% | Added |
| Loudon Investment Management, LLC | 15,463 | $574.3K | 0.32% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 15,521 | $576.5K | 0.03% | 00.0% | Unchanged |
| Peoples Bank | 15,586 | $578.9K | 0.39% | −70−0.4% | Reduced |
| CWM, LLC | 15,687 | $583.0K | 0.00% | +3,940+33.5% | Added |
| First Pacific Financial | 15,702 | $583.2K | 0.09% | −1,336−7.8% | Reduced |
| Westerkirk Capital Inc. | 15,900 | $590.5K | 0.07% | +15,900 | New |
| Everence Capital Management Inc | 15,970 | $593.0K | 0.04% | −7,670−32.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,089 | $597.5K | 0.03% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 16,103 | $598.0K | 0.02% | +2,640+19.6% | Added |
| Inceptionr LLC | 16,115 | $598.5K | 0.14% | +8,231+104.4% | Added |
| Dynamic Technology Lab Private Ltd | 16,316 | $606.0K | 0.08% | −5,911−26.6% | Reduced |
| Wealthspire Advisors, LLC | 16,359 | $607.6K | 0.00% | +37+0.2% | Added |
| Toroso Investments, LLC | 16,361 | $607.6K | 0.00% | +16,361 | New |
| QRG Capital Management, Inc. | 16,625 | $617.5K | 0.01% | +1,998+13.7% | Added |
| CIBC Asset Management Inc | 16,646 | $618.2K | 0.00% | +2,430+17.1% | Added |
| Belpointe Asset Management LLC | 16,984 | $630.8K | 0.03% | −73−0.4% | Reduced |
| Simplex Trading, LLC | 17,295 | $642.0K | 0.02% | −1,736−9.1% | Reduced |
| Smithfield Trust Co | 17,269 | $642.0K | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17,373 | $645.2K | 0.08% | +53+0.3% | Added |
| Inspire Advisors, LLC | 17,430 | $647.3K | 0.07% | +17,430 | New |
| Fiduciary Trust Co | 17,430 | $647.4K | 0.01% | −6,350−26.7% | Reduced |
| KBC Group NV | 17,554 | $652.0K | 0.00% | −5,505−23.9% | Reduced |
| Blossom Wealth Management | 17,685 | $656.8K | 1.16% | +70+0.4% | Added |
| Foundations Investment Advisors, LLC | 17,816 | $661.7K | 0.01% | −15−0.1% | Reduced |
| Vinva Investment Management Ltd | 18,036 | $665.9K | 0.02% | +10,811+149.6% | Added |
| Crossmark Global Holdings, Inc. | 18,084 | $671.6K | 0.01% | +323+1.8% | Added |
| Sterling Capital Management LLC | 18,347 | $681.4K | 0.01% | +4,348+31.1% | Added |
| Sanctuary Advisors, LLC | 18,370 | $682.3K | 0.00% | +2,103+12.9% | Added |
| Quadrant Capital Group LLC | 18,480 | $686.3K | 0.02% | +1,008+5.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,930 | $703.1K | 0.00% | +267+1.4% | Added |
| Penobscot Investment Management Company, Inc. | 18,975 | $704.7K | 0.06% | 00.0% | Unchanged |
| Twinbeech Capital LP | 19,035 | $707.0K | 0.02% | +8,274+76.9% | Added |
| Manchester Capital Management LLC | 19,186 | $712.6K | 0.09% | −851−4.2% | Reduced |
| Atria Investments LLC | 19,350 | $718.7K | 0.01% | +19,350 | New |
| Rothschild Investment LLC | 19,524 | $725.1K | 0.05% | +205+1.1% | Added |
| Securian Asset Management, Inc | 19,641 | $729.5K | 0.02% | +542+2.8% | Added |
| Bank of Nova Scotia | 19,776 | $734.5K | 0.00% | +9,862+99.5% | Added |
| CIBC Private Wealth Group, LLC | 20,364 | $756.3K | 0.00% | −196−1.0% | Reduced |
| Federated Hermes, Inc. | 20,542 | $762.9K | 0.00% | −60.0% | Reduced |
| EntryPoint Capital, LLC | 21,126 | $784.6K | 0.39% | +21,126 | New |
| Aspire Private Capital, LLC | 21,176 | $786.5K | 0.18% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 21,313 | $791.5K | 0.02% | −294−1.4% | Reduced |
| Holos Integrated Wealth LLC | 20,455 | $793.2K | 0.48% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 21,431 | $795.9K | 0.00% | −34,200−61.5% | Reduced |
| Prelude Capital Management, LLC | 21,690 | $805.6K | 0.08% | +12,780+143.4% | Added |
| Carnegie Capital Asset Management, LLC | 22,033 | $818.3K | 0.02% | +36+0.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 22,961 | $852.8K | 0.53% | −2,225−8.8% | Reduced |
| Captrust Financial Advisors | 23,256 | $863.7K | 0.00% | −754−3.1% | Reduced |
| D. E. Shaw & Co., Inc. | 23,421 | $869.9K | 0.00% | +23,421 | New |
| Ethic Inc. | 23,681 | $874.3K | 0.02% | −37,894−61.5% | Reduced |
| Key Financial Inc | 23,718 | $880.9K | 0.18% | +42+0.2% | Added |
| Resolution Capital Ltd | 23,844 | $885.6K | 0.02% | −13,104−35.5% | Reduced |
| Lido Advisors, LLC | 23,967 | $890.1K | 0.00% | −3,183−11.7% | Reduced |
| CoreCommodity Management, LLC | 23,996 | $891.2K | 0.15% | −44,887−65.2% | Reduced |
| Blair William & Co | 24,011 | $891.8K | 0.00% | +878+3.8% | Added |
| Haverford Trust Co | 24,095 | $894.9K | 0.01% | −436−1.8% | Reduced |
| Jain Global LLC | 24,612 | $914.1K | 0.01% | +24,612 | New |
| Community Bank, N.A. | 24,706 | $917.3K | 0.12% | +778+3.3% | Added |
| Brevan Howard Capital Management LP | 24,843 | $922.7K | 0.01% | +24,843 | New |
| Wealthcare Advisory Partners LLC | 25,724 | $955.4K | 0.02% | +469+1.9% | Added |
| Vise Technologies, Inc. | 25,802 | $958.3K | 0.04% | +25,802 | New |
| Sterling Investment Advisors, Ltd. | 25,808 | $958.5K | 0.21% | −2,022−7.3% | Reduced |
| Colony Group, LLC | 25,811 | $958.7K | 0.00% | +3,489+15.6% | Added |
| Blackhill Capital Inc | 26,041 | $967.2K | 0.06% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 26,104 | $970.0K | 0.00% | +1,274+5.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,161 | $971.6K | 0.01% | −224−0.8% | Reduced |
| Rodgers Brothers Inc. | 26,163 | $971.7K | 0.12% | −43,550−62.5% | Reduced |
| apricus wealth, LLC | 26,262 | $975.4K | 0.57% | 00.0% | Unchanged |
| Central Trust Co | 26,426 | $981.5K | 0.02% | +175+0.7% | Added |
| Pine Valley Investments Ltd Liability Co | 26,457 | $982.6K | 0.06% | +23+0.1% | Added |
| New York Life Investment Management LLC | 26,620 | $988.7K | 0.01% | −3,939−12.9% | Reduced |
| Lee Financial Co | 26,666 | $990.4K | 0.14% | +2,510+10.4% | Added |
| Cullen Capital Management LLC | 26,704 | $991.8K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 26,742 | $993.2K | 0.00% | +4,965+22.8% | Added |
| Koss-Olinger Consulting, LLC | 26,816 | $995.9K | 0.08% | −816−3.0% | Reduced |