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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 76,504 | $2.84M | 0.02% | +1,061+1.4% | Added |
| Private Advisor Group, LLC | 76,777 | $2.85M | 0.02% | +5,376+7.5% | Added |
| HSBC Holdings PLC | 77,342 | $2.87M | 0.00% | −5,001−6.1% | Reduced |
| Comerica Bank | 77,606 | $2.88M | 0.01% | −815−1.0% | Reduced |
| Jacobi Capital Management LLC | 78,019 | $2.90M | 0.19% | +4,995+6.8% | Added |
| Agf Management Ltd | 78,564 | $2.92M | 0.01% | +78,564 | New |
| Resona Asset Management Co.,Ltd. | 78,813 | $2.92M | 0.01% | −3,586−4.4% | Reduced |
| Texas Yale Capital Corp. | 79,233 | $2.94M | 0.10% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 79,987 | $2.97M | 0.04% | +63,274+378.6% | Added |
| Toronto Dominion Bank | 80,904 | $3.00M | 0.01% | +35,005+76.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 82,926 | $3.08M | 0.02% | −378−0.5% | Reduced |
| Public Employees Retirement System of Ohio | 85,573 | $3.18M | 0.01% | +8,041+10.4% | Added |
| Point72 Hong Kong Ltd | 86,414 | $3.21M | 0.22% | +72,334+513.7% | Added |
| Yousif Capital Management, LLC | 89,736 | $3.33M | 0.04% | −200.0% | Reduced |
| ExodusPoint Capital Management, LP | 92,733 | $3.44M | 0.04% | −130,166−58.4% | Reduced |
| Glenmede Investment Management, LP | 94,966 | $3.53M | 0.02% | +94,966 | New |
| Jefferies Financial Group Inc. | 95,235 | $3.54M | 0.06% | +59,033+163.1% | Added |
| HighTower Advisors, LLC | 95,978 | $3.56M | 0.00% | −3,836−3.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 96,200 | $3.57M | 0.02% | +3,900+4.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 96,736 | $3.59M | 0.01% | +4,464+4.8% | Added |
| Vontobel Holding Ltd. | 97,889 | $3.64M | 0.01% | −3,137−3.1% | Reduced |
| Swiss Life Asset Management Ltd | 98,538 | $3.66M | 0.02% | +65,462+197.9% | Added |
| BTG Pactual Asset Management US LLC | 99,486 | $3.69M | 0.50% | +99,486 | New |
| Brown Advisory Inc | 101,023 | $3.75M | 0.00% | −2,050−2.0% | Reduced |
| AdvisorNet Financial, Inc | 101,536 | $3.77M | 0.24% | +380.0% | Added |
| Costello Asset Management, INC | 101,844 | $3.78M | 1.42% | −2,542−2.4% | Reduced |
| South Dakota Investment Council | 103,006 | $3.83M | 0.07% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 103,917 | $3.86M | 0.01% | −1,208−1.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 105,243 | $3.91M | 0.04% | +13,926+15.3% | Added |
| Envestnet Asset Management Inc | 107,405 | $3.99M | 0.00% | +165+0.2% | Added |
| First National Bank & Trust Co of Newtown | 107,964 | $4.01M | 0.80% | −2,010−1.8% | Reduced |
| Coston, McIsaac & Partners | 109,494 | $4.07M | 1.05% | +1,297+1.2% | Added |
| Toth Financial Advisory Corp | 110,295 | $4.10M | 0.48% | +17,560+18.9% | Added |
| Guggenheim Capital LLC | 110,849 | $4.12M | 0.03% | +23,519+26.9% | Added |
| Janney Montgomery Scott LLC | 113,559 | $4.22M | 0.01% | −7,784−6.4% | Reduced |
| HM Payson & Co | 116,338 | $4.32M | 0.07% | +375+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 116,349 | $4.32M | 0.01% | −6,491−5.3% | Reduced |
| State of Tennessee, Treasury Department | 117,929 | $4.38M | 0.02% | +23,097+24.4% | Added |
| Amalgamated Bank | 118,513 | $4.40M | 0.03% | +2,681+2.3% | Added |
| Hennessy Advisors Inc | 122,200 | $4.54M | 0.15% | −45,600−27.2% | Reduced |
| AMF Pensionsforsakring AB | 124,096 | $4.61M | 0.03% | +18,594+17.6% | Added |
| Baird Financial Group, Inc. | 124,861 | $4.64M | 0.01% | +1,304+1.1% | Added |
| Tredje AP-fonden | 126,304 | $4.69M | 0.04% | 00.0% | Unchanged |
| American Century Companies Inc | 126,620 | $4.70M | 0.00% | −260.0% | Reduced |
| Mutual of America Capital Management LLC | 128,260 | $4.76M | 0.05% | −1,770−1.4% | Reduced |
| Treasurer of the State of North Carolina | 128,748 | $4.78M | 0.02% | +13,535+11.7% | Added |
| Trexquant Investment LP | 129,517 | $4.81M | 0.05% | +88,886+218.8% | Added |
| Hamilton Point Investment Advisors, LLC | 131,025 | $4.87M | 0.80% | −2,673−2.0% | Reduced |
| SummitTX Capital, L.P. | 132,323 | $4.91M | 0.22% | +23,265+21.3% | Added |
| Renaissance Technologies LLC | 132,469 | $4.92M | 0.01% | +132,469 | New |
| SG Americas Securities, LLC | 134,214 | $4.99M | 0.02% | −119,523−47.1% | Reduced |
| Korea Investment CORP | 135,329 | $5.03M | 0.01% | +93,900+226.7% | Added |
| MetLife Investment Management | 139,175 | $5.17M | 0.03% | −1,102−0.8% | Reduced |
| Thrivent Financial for Lutherans | 139,484 | $5.18M | 0.01% | +13,104+10.4% | Added |
| State of Wisconsin Investment Board | 141,908 | $5.27M | 0.01% | −5,111−3.5% | Reduced |
| NFJ Investment Group, LLC | 142,446 | $5.29M | 0.19% | −34,050−19.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 143,325 | $5.32M | 0.01% | −244,177−63.0% | Reduced |
| Bank of Montreal | 146,873 | $5.45M | 0.00% | −3,311−2.2% | Reduced |
| AXA S.A. | 147,341 | $5.47M | 0.02% | +7,119+5.1% | Added |
| Atom Investors LP | 147,774 | $5.49M | 0.49% | +4,043+2.8% | Added |
| TD Asset Management Inc | 147,976 | $5.50M | 0.00% | −5,868−3.8% | Reduced |
| First Manhattan Co | 152,621 | $5.67M | 0.02% | −2,000−1.3% | Reduced |
| Assenagon Asset Management S.A. | 153,550 | $5.70M | 0.01% | +57,087+59.2% | Added |
| Standard Life Aberdeen plc | 157,084 | $5.76M | 0.01% | +6,674+4.4% | Added |
| APG Asset Management N.V. | 183,281 | $5.80M | 0.02% | −10,422−5.4% | Reduced |
| Natixis Advisors, L.P. | 160,894 | $5.98M | 0.01% | +34,300+27.1% | Added |
| Wills Financial Group LLC | 161,408 | $5.99M | 2.60% | +6,116+3.9% | Added |
| Avantax Advisory Services, Inc. | 164,675 | $6.12M | 0.03% | +14,729+9.8% | Added |
| Van Eck Associates Corp | 167,390 | $6.22M | 0.01% | −563−0.3% | Reduced |
| Zimmer Partners, LP | 175,000 | $6.50M | 0.15% | +175,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 176,159 | $6.54M | 0.02% | +7,528+4.5% | Added |
| Nomura Asset Management Co Ltd | 181,709 | $6.75M | 0.02% | +2,000+1.1% | Added |
| The PNC Financial Services Group, Inc. | 183,699 | $6.82M | 0.00% | +3,134+1.7% | Added |
| Allworth Financial LP | 192,104 | $7.13M | 0.03% | +3,335+1.8% | Added |
| Creative Planning | 197,391 | $7.33M | 0.01% | +118,005+148.6% | Added |
| Manufacturers Life Insurance Company, The | 199,208 | $7.40M | 0.01% | −8,216−4.0% | Reduced |
| Magellan Asset Management Ltd | 199,359 | $7.40M | 0.08% | −1,070−0.5% | Reduced |
| Storebrand Asset Management AS | 199,506 | $7.41M | 0.02% | +27,871+16.2% | Added |
| Price T Rowe Associates Inc | 201,888 | $7.50M | 0.00% | +16,443+8.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 203,603 | $7.56M | 0.84% | +3,247+1.6% | Added |
| Cambiar Investors LLC | 205,748 | $7.64M | 0.32% | −38,581−15.8% | Reduced |
| Commonwealth Equity Services, LLC | 207,742 | $7.72M | 0.01% | −36,225−14.8% | Reduced |
| Danske Bank A/S | 211,815 | $7.87M | 0.02% | +11,009+5.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 212,730 | $7.90M | 0.01% | −141−0.1% | Reduced |
| Abn Amro Investment Solutions | 220,504 | $8.19M | 0.16% | −15,724−6.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 221,852 | $8.24M | 0.01% | +6,851+3.2% | Added |
| Holocene Advisors, LP | 223,538 | $8.30M | 0.02% | +43,768+24.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 226,125 | $8.40M | 0.18% | +226,125 | New |
| Tudor Investment Corp Et Al | 229,143 | $8.51M | 0.06% | +229,143 | New |
| Janus Henderson Group PLC | 233,166 | $8.66M | 0.00% | +225,737+3,038.6% | Added |
| Russell Investments Group, Ltd. | 238,155 | $8.84M | 0.01% | +30,590+14.7% | Added |
| KLP Kapitalforvaltning AS | 239,500 | $8.90M | 0.04% | +200+0.1% | Added |
| Maryland State Retirement & Pension System | 245,821 | $9.13M | 0.20% | +19,794+8.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 260,847 | $9.69M | 0.48% | −24,462−8.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 265,997 | $9.88M | 0.01% | +106,205+66.5% | Added |
| John G Ullman & Associates Inc | 266,002 | $9.88M | 1.47% | +5,100+2.0% | Added |
| State Board of Administration of Florida Retirement System | 271,003 | $10.1M | 0.02% | +2,700+1.0% | Added |
| Cubist Systematic Strategies, LLC | 275,624 | $10.2M | 0.11% | +275,624 | New |
| New York State Teachers Retirement System | 275,906 | $10.2M | 0.02% | +24,315+9.7% | Added |
| LPL Financial LLC | 283,500 | $10.5M | 0.00% | −11,808−4.0% | Reduced |