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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −8,594−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,513−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −8,016−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −7,862−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,612−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −6,673−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,517−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −6,267−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −6,195−100.0% | Sold out |
| YHB Investment Advisors, Inc. | 0 | $0 | 0.00% | −6,185−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −6,039−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −5,811−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −5,599−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −5,468−100.0% | Sold out |
| ICW Investment Advisors LLC | 0 | $0 | 0.00% | −5,430−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −5,409−100.0% | Sold out |
| Certior Financial Group, LLC | 0 | $0 | 0.00% | −5,360−100.0% | Sold out |
| Lowe Brockenbrough & Co Inc | 0 | $0 | 0.00% | −5,350−100.0% | Sold out |
| Fortem Financial Group, LLC | 0 | $0 | 0.00% | −5,329−100.0% | Sold out |
| Charter Trust Co | 0 | $0 | 0.00% | −5,322−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −5,276−100.0% | Sold out |
| Ledgewood Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,206−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −5,205−100.0% | Sold out |
| Univest Financial Corp | 0 | $0 | 0.00% | −5,179−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −4,487−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −3,075−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −1,843−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −1,665−100.0% | Sold out |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −882−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −748−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Saudi Central Bank | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Synergy Investment Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Maple-Brown Abbott Ltd | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |
| Marcum Wealth, LLC | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| CAPROCK Group, Inc. | – | – | – | – | Not filed |
| Sandy Spring Bank | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |