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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 285,635 | $10.6M | 0.01% | −9,131−3.1% | Reduced |
| Raymond James Financial Inc | 302,223 | $11.2M | 0.00% | −31,742−9.5% | Reduced |
| BNP Paribas Arbitrage, SA | 311,153 | $11.6M | 0.01% | +146,174+88.6% | Added |
| Candriam Luxembourg S.C.A. | 322,070 | $12.0M | 0.07% | −11,334−3.4% | Reduced |
| Gotham Asset Management, LLC | 338,599 | $12.6M | 0.08% | +237,558+235.1% | Added |
| Barclays PLC | 339,664 | $12.6M | 0.01% | −2,073−0.6% | Reduced |
| Alliancebernstein L.P. | 339,957 | $12.6M | 0.00% | +1,375+0.4% | Added |
| DekaBank Deutsche Girozentrale | 353,836 | $13.1M | 0.02% | −895−0.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 356,845 | $13.3M | 0.03% | +24,505+7.4% | Added |
| Retirement Systems of Alabama | 359,325 | $13.3M | 0.05% | +7,729+2.2% | Added |
| Deprince Race & Zollo Inc | 369,078 | $13.7M | 0.28% | −6,503−1.7% | Reduced |
| Swedbank AB | 372,231 | $13.8M | 0.02% | +372,231 | New |
| Jones Financial Companies LLLP | 375,929 | $13.9M | 0.01% | +58,742+18.5% | Added |
| Ameriprise Financial Inc | 377,675 | $14.0M | 0.00% | +10,730+2.9% | Added |
| Aviva PLC | 379,195 | $14.1M | 0.03% | −459,957−54.8% | Reduced |
| Public Employees Retirement Association of Colorado | 396,797 | $14.7M | 0.06% | 00.0% | Unchanged |
| Great West Life Assurance Co | 398,459 | $14.8M | 0.02% | +13,596+3.5% | Added |
| Thematics Asset Management | 412,726 | $15.3M | 0.69% | −30,000−6.8% | Reduced |
| Aventail Capital Group, LP | 413,673 | $15.4M | 0.68% | −528,625−56.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 425,000 | $15.8M | 0.03% | +425,000 | New |
| Weiss Asset Management LP | 434,672 | $16.1M | 0.26% | +434,672 | New |
| Flputnam Investment Management Co | 449,958 | $16.7M | 0.29% | +364,378+425.8% | Added |
| Greenland Capital Management LP | 465,810 | $17.3M | 2.23% | +283,790+155.9% | Added |
| Beck Bode, LLC | 486,990 | $18.1M | 3.06% | +486,990 | New |
| Nuveen, LLC | 537,707 | $20.0M | 0.01% | −108,019−16.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 543,918 | $20.2M | 0.01% | +7,200+1.3% | Added |
| Gabelli Funds LLC | 545,350 | $20.3M | 0.14% | −6,000−1.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 546,214 | $20.3M | 0.11% | +62,924+13.0% | Added |
| Verition Fund Management LLC | 565,517 | $21.0M | 0.12% | +59,131+11.7% | Added |
| New York State Common Retirement Fund | 569,985 | $21.2M | 0.03% | +6,713+1.2% | Added |
| Deutsche Bank AG | 574,586 | $21.3M | 0.01% | −139,151−19.5% | Reduced |
| JPMorgan Chase & Co | 592,167 | $22.0M | 0.00% | −388,366−39.6% | Reduced |
| Jane Street Group, LLC | 595,615 | $22.1M | 0.04% | +325,016+120.1% | Added |
| Wells Fargo & Company | 611,629 | $22.7M | 0.00% | +89,105+17.1% | Added |
| Principal Financial Group Inc | 635,788 | $23.6M | 0.01% | −70,514−10.0% | Reduced |
| Ghisallo Capital Management LLC | 642,030 | $23.8M | 0.64% | +642,030 | New |
| Energy Income Partners, LLC | 683,391 | $25.4M | 0.50% | −37,493−5.2% | Reduced |
| Goldman Sachs Group Inc | 703,369 | $26.1M | 0.00% | −240,428−25.5% | Reduced |
| AQR Capital Management LLC | 717,716 | $26.5M | 0.02% | +642,277+851.4% | Added |
| GW&K Investment Management, LLC | 716,387 | $26.6M | 0.24% | −14,315−2.0% | Reduced |
| Swiss National Bank | 792,300 | $29.4M | 0.02% | +56,600+7.7% | Added |
| Millennium Management LLC | 795,816 | $29.6M | 0.03% | +752,350+1,730.9% | Added |
| California State Teachers Retirement System | 804,835 | $29.9M | 0.03% | −136,974−14.5% | Reduced |
| ProShare Advisors LLC | 830,786 | $30.9M | 0.06% | −103,134−11.0% | Reduced |
| Royal Bank of Canada | 857,773 | $31.9M | 0.01% | +359,104+72.0% | Added |
| Rhumbline Advisers | 873,326 | $32.4M | 0.03% | +22,210+2.6% | Added |
| Kames Capital plc | 900,380 | $33.4M | 0.43% | +139,727+18.4% | Added |
| California Public Employees Retirement System | 1,003,032 | $37.3M | 0.02% | −110,418−9.9% | Reduced |
| FMR LLC | 1,006,252 | $37.4M | 0.00% | +685,024+213.3% | Added |
| Franklin Resources Inc | 1,150,803 | $42.7M | 0.01% | +99,255+9.4% | Added |
| Point72 Asset Management, L.P. | 1,152,652 | $42.8M | 0.10% | +121,011+11.7% | Added |
| Epoch Investment Partners, Inc. | 1,185,401 | $44.0M | 0.23% | +7,458+0.6% | Added |
| Balyasny Asset Management LLC | 1,271,201 | $47.2M | 0.11% | +1,195,189+1,572.4% | Added |
| Bank of America Corp | 1,336,424 | $49.6M | 0.00% | +564,799+73.2% | Added |
| UBS Group AG | 1,553,976 | $57.7M | 0.01% | −72,696−4.5% | Reduced |
| Allianz Asset Management GmbH | 1,647,146 | $61.2M | 0.08% | +18,296+1.1% | Added |
| Empower Advisory Group, LLC | 1,711,008 | $63.5M | 0.19% | +25,803+1.5% | Added |
| FIL Ltd | 1,757,701 | $65.3M | 0.06% | −664,484−27.4% | Reduced |
| Ensign Peak Advisors, Inc | 1,825,959 | $67.8M | 0.12% | +153,865+9.2% | Added |
| Dimensional Fund Advisors LP | 2,000,589 | $74.3M | 0.02% | +136,352+7.3% | Added |
| Charles Schwab Investment Management Inc | 2,032,362 | $75.5M | 0.01% | −71,415−3.4% | Reduced |
| Tandem Investment Advisors, Inc. | 2,070,162 | $76.9M | 2.69% | +25,102+1.2% | Added |
| Duff & Phelps Investment Management Co | 2,142,795 | $79.6M | 0.94% | −270,969−11.2% | Reduced |
| Cbre Clarion Securities LLC | 2,360,631 | $87.7M | 1.33% | +193,834+8.9% | Added |
| Boston Trust Walden Corp | 2,544,883 | $94.5M | 0.67% | +68,072+2.7% | Added |
| Macquarie Group Ltd | 2,664,876 | $99.0M | 0.12% | +325,178+13.9% | Added |
| Bank of New York Mellon Corp | 2,679,144 | $99.5M | 0.02% | +7,137+0.3% | Added |
| Norges Bank | 2,755,714 | $102.3M | 0.01% | +522,149+23.4% | Added |
| Citadel Advisors LLC | 2,820,091 | $104.7M | 0.09% | +2,514,794+823.7% | Added |
| UBS Asset Management Americas Inc | 2,852,839 | $106.0M | 0.02% | +414,056+17.0% | Added |
| Northern Trust Corp | 3,013,141 | $111.9M | 0.02% | −205,173−6.4% | Reduced |
| Morgan Stanley | 3,320,442 | $123.3M | 0.01% | +78,671+2.4% | Added |
| Legal & General Group Plc | 3,488,920 | $129.6M | 0.03% | +136,270+4.1% | Added |
| Invesco Ltd. | 3,502,380 | $130.1M | 0.02% | −17,168−0.5% | Reduced |
| First Trust Advisors LP | 4,158,376 | $154.4M | 0.12% | +3750.0% | Added |
| Geode Capital Management, LLC | 4,734,532 | $175.3M | 0.01% | +173,319+3.8% | Added |
| Pictet Asset Management Holding SA | 5,339,428 | $198.3M | 0.20% | −1,193,171−18.3% | Reduced |
| Amundi | 5,637,022 | $219.0M | 0.08% | +146,960+2.7% | Added |
| Nordea Investment Management AB | 7,150,259 | $263.6M | 0.24% | −217,946−3.0% | Reduced |
| Canada Pension Plan Investment Board | 11,661,095 | $433.1M | 0.37% | −10,000,000−46.2% | Reduced |
| State Street Corp | 12,950,256 | $481.0M | 0.02% | −195,885−1.5% | Reduced |
| Vanguard Group Inc | 30,407,634 | $1.13B | 0.02% | +693,988+2.3% | Added |
| BlackRock, Inc. | 34,221,385 | $1.27B | 0.02% | +1,540,414+4.7% | Added |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −1,485,550−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −279,048−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −86,879−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −68,342−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −67,219−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −37,177−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −27,386−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −22,946−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −18,974−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −16,409−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −16,111−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −12,828−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,524−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −11,303−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −11,240−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −10,652−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −9,961−100.0% | Sold out |