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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 27,255 | $1.01M | 0.00% | +27,255 | New |
| Philadelphia Trust Co | 27,630 | $1.03M | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 27,923 | $1.04M | 0.05% | −701−2.4% | Reduced |
| TFG Advisers LLC | 28,182 | $1.05M | 0.36% | −589−2.0% | Reduced |
| Spirit of America Management Corp | 28,350 | $1.05M | 0.22% | +4,750+20.1% | Added |
| State of Alaska, Department of Revenue | 28,916 | $1.07M | 0.01% | −695−2.3% | Reduced |
| Advisors Asset Management, Inc. | 29,011 | $1.08M | 0.02% | +12,611+76.9% | Added |
| GWM Advisors LLC | 29,033 | $1.08M | 0.01% | −641−2.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 29,033 | $1.08M | 0.01% | −1,339−4.4% | Reduced |
| Kestra Advisory Services, LLC | 29,398 | $1.09M | 0.01% | +2,416+9.0% | Added |
| Intech Investment Management LLC | 29,471 | $1.09M | 0.01% | +13,916+89.5% | Added |
| Raiffeisen Bank International AG | 29,547 | $1.10M | 0.02% | −661−2.2% | Reduced |
| Sequoia Financial Advisors, LLC | 29,905 | $1.11M | 0.01% | −2,421−7.5% | Reduced |
| Elo Mutual Pension Insurance Co | 30,380 | $1.13M | 0.02% | +30,380 | New |
| Neuberger Berman Group LLC | 31,085 | $1.15M | 0.00% | +3,300+11.9% | Added |
| Pathway Financial Advisers, LLC | 32,181 | $1.20M | 0.39% | −1,141−3.4% | Reduced |
| Addison Capital Co | 32,234 | $1.20M | 0.42% | −892−2.7% | Reduced |
| Northwest & Ethical Investments L.P. | 32,627 | $1.21M | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 32,643 | $1.21M | 0.00% | +2,094+6.9% | Added |
| Nissay Asset Management Corp | 32,936 | $1.22M | 0.01% | +761+2.4% | Added |
| Robeco Institutional Asset Management B.V. | 33,005 | $1.23M | 0.00% | −11,892−26.5% | Reduced |
| Wexford Capital LP | 33,564 | $1.25M | 0.35% | +33,564 | New |
| Oxford Asset Management LLP | 33,680 | $1.25M | 0.41% | +33,680 | New |
| CI Private Wealth, LLC | 34,064 | $1.27M | 0.00% | −6,698−16.4% | Reduced |
| Secure Asset Management, LLC | 34,463 | $1.28M | 0.24% | −17,999−34.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 34,514 | $1.28M | 0.03% | +34,514 | New |
| Voya Investment Management LLC | 34,989 | $1.30M | 0.00% | −32,773−48.4% | Reduced |
| Investors Research Corp | 35,350 | $1.31M | 0.26% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 35,792 | $1.33M | 0.01% | −276−0.8% | Reduced |
| Man Group plc | 35,999 | $1.34M | 0.00% | +35,999 | New |
| Cerity Partners LLC | 36,572 | $1.36M | 0.00% | +3,996+12.3% | Added |
| Advisor Group Holdings, Inc. | 37,070 | $1.38M | 0.00% | +82+0.2% | Added |
| Mercer Global Advisors Inc | 37,251 | $1.38M | 0.00% | +5,616+17.8% | Added |
| Pathstone Holdings, LLC | 37,729 | $1.40M | 0.01% | +4,032+12.0% | Added |
| Generali Asset Management SPA SGR | 37,745 | $1.40M | 0.03% | +1,386+3.8% | Added |
| Agp Franklin, LLC | 38,510 | $1.43M | 0.76% | +25,116+187.5% | Added |
| Engineers Gate Manager LP | 38,759 | $1.44M | 0.02% | +24,473+171.3% | Added |
| OP Asset Management Ltd | 39,554 | $1.47M | 0.02% | −32,423−45.0% | Reduced |
| Teacher Retirement System of Texas | 39,740 | $1.48M | 0.01% | +1,608+4.2% | Added |
| Clear Harbor Asset Management, LLC | 39,954 | $1.48M | 0.11% | +260+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 40,625 | $1.51M | 0.01% | +1,188+3.0% | Added |
| M&T Bank Corp | 40,962 | $1.52M | 0.01% | +1,754+4.5% | Added |
| Radnor Capital Management, LLC | 41,020 | $1.52M | 0.24% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 41,012 | $1.52M | 0.33% | +26,275+178.3% | Added |
| J.W. Cole Advisors, Inc. | 41,051 | $1.52M | 0.03% | +10,892+36.1% | Added |
| British Columbia Investment Management Corp | 41,168 | $1.53M | 0.01% | −8,711−17.5% | Reduced |
| Utah Retirement Systems | 42,692 | $1.59M | 0.02% | +994+2.4% | Added |
| JustInvest LLC | 42,865 | $1.59M | 0.02% | +1,777+4.3% | Added |
| Pinebridge Investments, L.P. | 43,572 | $1.62M | 0.01% | −3,758−7.9% | Reduced |
| Kempen Capital Management N.V. | 43,789 | $1.63M | 0.02% | +40,427+1,202.5% | Added |
| Xponance, Inc. | 44,642 | $1.66M | 0.01% | +2,172+5.1% | Added |
| Bryn Mawr Trust Co | 46,014 | $1.71M | 0.03% | −7,628−14.2% | Reduced |
| Victory Capital Management Inc | 47,379 | $1.76M | 0.00% | −2,096−4.2% | Reduced |
| First National Corp | 47,548 | $1.77M | 0.36% | −13,580−22.2% | Reduced |
| Shelton Capital Management | 47,676 | $1.77M | 0.04% | −1,841−3.7% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 47,978 | $1.78M | 1.71% | −382−0.8% | Reduced |
| New Mexico Educational Retirement Board | 48,800 | $1.81M | 0.06% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 48,940 | $1.82M | 0.30% | +48,940 | New |
| Yaupon Capital Management LP | 50,000 | $1.86M | 0.12% | +50,000 | New |
| Synergy Financial Management, LLC | 51,878 | $1.93M | 0.22% | −76,844−59.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 52,246 | $1.94M | 0.01% | +36,257+226.8% | Added |
| Oregon Public Employees Retirement Fund | 52,474 | $1.95M | 0.03% | +1,100+2.1% | Added |
| Warren Averett Asset Management, LLC | 53,301 | $1.98M | 0.02% | +2,131+4.2% | Added |
| Bridgewater Advisors Inc. | 54,423 | $1.99M | 0.15% | +627+1.2% | Added |
| Cetera Investment Advisers | 53,691 | $1.99M | 0.00% | +5,954+12.5% | Added |
| BLB&B Advisors, LLC | 55,123 | $2.05M | 0.10% | −1,690−3.0% | Reduced |
| Prudential Financial Inc | 53,820 | $2.06M | 0.00% | +28,385+111.6% | Added |
| Nisa Investment Advisors, LLC | 57,212 | $2.12M | 0.01% | +92+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 57,584 | $2.14M | 0.03% | +1,410+2.5% | Added |
| RWC Asset Management LLP | 58,349 | $2.17M | 0.11% | 00.0% | Unchanged |
| CenterBook Partners LP | 58,896 | $2.19M | 0.12% | +47,316+408.6% | Added |
| Aquatic Capital Management LLC | 59,119 | $2.20M | 0.04% | +50,298+570.2% | Added |
| Natixis | 59,240 | $2.20M | 0.01% | +59,240 | New |
| DnB Asset Management AS | 60,549 | $2.25M | 0.01% | −2,151−3.4% | Reduced |
| Trillium Asset Management, LLC | 60,825 | $2.26M | 0.06% | −2,867−4.5% | Reduced |
| Stephens Inc | 61,056 | $2.27M | 0.03% | +79+0.1% | Added |
| Arcadia Investment Management Corp | 62,200 | $2.31M | 0.37% | −952−1.5% | Reduced |
| Gateway Investment Advisers LLC | 64,058 | $2.38M | 0.03% | +57,143+826.4% | Added |
| Exchange Traded Concepts, LLC | 64,102 | $2.38M | 0.03% | +653+1.0% | Added |
| Forsta Ap-Fonden | 64,200 | $2.38M | 0.02% | −6,100−8.7% | Reduced |
| La Banque Postale Asset Management SA | 64,233 | $2.39M | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 65,747 | $2.44M | 0.11% | +48,698+285.6% | Added |
| Covea Finance | 65,800 | $2.44M | 0.09% | +31,300+90.7% | Added |
| Benedict Financial Advisors Inc | 66,026 | $2.45M | 0.56% | −7,956−10.8% | Reduced |
| Kennedy Capital Management, Inc. | 66,334 | $2.46M | 0.06% | −3,711−5.3% | Reduced |
| Mariner, LLC | 67,460 | $2.51M | 0.00% | +14,076+26.4% | Added |
| Alpine Woods Capital Investors, LLC | 67,629 | $2.51M | 0.60% | +4,260+6.7% | Added |
| Ameritas Investment Partners, Inc. | 69,361 | $2.58M | 0.08% | +322+0.5% | Added |
| State of Michigan Retirement System | 69,371 | $2.58M | 0.01% | +1,500+2.2% | Added |
| IFM Investors Pty Ltd | 69,999 | $2.60M | 0.02% | −4,286−5.8% | Reduced |
| Aurora Investment Counsel | 70,592 | $2.62M | 1.38% | +1,178+1.7% | Added |
| Campbell & CO Investment Adviser LLC | 70,943 | $2.63M | 0.17% | +5,988+9.2% | Added |
| Citigroup Inc | 71,124 | $2.64M | 0.00% | −152,367−68.2% | Reduced |
| Quantinno Capital Management LP | 71,428 | $2.65M | 0.01% | +38,090+114.3% | Added |
| Teachers Retirement System of the State of Kentucky | 71,819 | $2.67M | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 72,600 | $2.70M | 0.05% | +1,800+2.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 74,670 | $2.75M | 0.00% | +14,724+24.6% | Added |
| SEI Investments Co | 75,924 | $2.82M | 0.00% | −103,514−57.7% | Reduced |
| State of New Jersey Common Pension Fund D | 75,984 | $2.82M | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 76,274 | $2.83M | 0.02% | −546−0.7% | Reduced |