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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 211,815 | $7.87M | 0.02% | +11,009+5.5% | Added |
| Commonwealth Equity Services, LLC | 207,742 | $7.72M | 0.01% | −36,225−14.8% | Reduced |
| Cambiar Investors LLC | 205,748 | $7.64M | 0.32% | −38,581−15.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 203,603 | $7.56M | 0.84% | +3,247+1.6% | Added |
| Price T Rowe Associates Inc | 201,888 | $7.50M | 0.00% | +16,443+8.9% | Added |
| Storebrand Asset Management AS | 199,506 | $7.41M | 0.02% | +27,871+16.2% | Added |
| Magellan Asset Management Ltd | 199,359 | $7.40M | 0.08% | −1,070−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 199,208 | $7.40M | 0.01% | −8,216−4.0% | Reduced |
| Creative Planning | 197,391 | $7.33M | 0.01% | +118,005+148.6% | Added |
| Allworth Financial LP | 192,104 | $7.13M | 0.03% | +3,335+1.8% | Added |
| The PNC Financial Services Group, Inc. | 183,699 | $6.82M | 0.00% | +3,134+1.7% | Added |
| Nomura Asset Management Co Ltd | 181,709 | $6.75M | 0.02% | +2,000+1.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 176,159 | $6.54M | 0.02% | +7,528+4.5% | Added |
| Zimmer Partners, LP | 175,000 | $6.50M | 0.15% | +175,000 | New |
| Van Eck Associates Corp | 167,390 | $6.22M | 0.01% | −563−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 164,675 | $6.12M | 0.03% | +14,729+9.8% | Added |
| Wills Financial Group LLC | 161,408 | $5.99M | 2.60% | +6,116+3.9% | Added |
| Natixis Advisors, L.P. | 160,894 | $5.98M | 0.01% | +34,300+27.1% | Added |
| APG Asset Management N.V. | 183,281 | $5.80M | 0.02% | −10,422−5.4% | Reduced |
| Standard Life Aberdeen plc | 157,084 | $5.76M | 0.01% | +6,674+4.4% | Added |
| Assenagon Asset Management S.A. | 153,550 | $5.70M | 0.01% | +57,087+59.2% | Added |
| First Manhattan Co | 152,621 | $5.67M | 0.02% | −2,000−1.3% | Reduced |
| TD Asset Management Inc | 147,976 | $5.50M | 0.00% | −5,868−3.8% | Reduced |
| Atom Investors LP | 147,774 | $5.49M | 0.49% | +4,043+2.8% | Added |
| AXA S.A. | 147,341 | $5.47M | 0.02% | +7,119+5.1% | Added |
| Bank of Montreal | 146,873 | $5.45M | 0.00% | −3,311−2.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 143,325 | $5.32M | 0.01% | −244,177−63.0% | Reduced |
| NFJ Investment Group, LLC | 142,446 | $5.29M | 0.19% | −34,050−19.3% | Reduced |
| State of Wisconsin Investment Board | 141,908 | $5.27M | 0.01% | −5,111−3.5% | Reduced |
| Thrivent Financial for Lutherans | 139,484 | $5.18M | 0.01% | +13,104+10.4% | Added |
| MetLife Investment Management | 139,175 | $5.17M | 0.03% | −1,102−0.8% | Reduced |
| Korea Investment CORP | 135,329 | $5.03M | 0.01% | +93,900+226.7% | Added |
| SG Americas Securities, LLC | 134,214 | $4.99M | 0.02% | −119,523−47.1% | Reduced |
| Renaissance Technologies LLC | 132,469 | $4.92M | 0.01% | +132,469 | New |
| SummitTX Capital, L.P. | 132,323 | $4.91M | 0.22% | +23,265+21.3% | Added |
| Hamilton Point Investment Advisors, LLC | 131,025 | $4.87M | 0.80% | −2,673−2.0% | Reduced |
| Trexquant Investment LP | 129,517 | $4.81M | 0.05% | +88,886+218.8% | Added |
| Treasurer of the State of North Carolina | 128,748 | $4.78M | 0.02% | +13,535+11.7% | Added |
| Mutual of America Capital Management LLC | 128,260 | $4.76M | 0.05% | −1,770−1.4% | Reduced |
| American Century Companies Inc | 126,620 | $4.70M | 0.00% | −260.0% | Reduced |
| Tredje AP-fonden | 126,304 | $4.69M | 0.04% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 124,861 | $4.64M | 0.01% | +1,304+1.1% | Added |
| AMF Pensionsforsakring AB | 124,096 | $4.61M | 0.03% | +18,594+17.6% | Added |
| Hennessy Advisors Inc | 122,200 | $4.54M | 0.15% | −45,600−27.2% | Reduced |
| Amalgamated Bank | 118,513 | $4.40M | 0.03% | +2,681+2.3% | Added |
| State of Tennessee, Treasury Department | 117,929 | $4.38M | 0.02% | +23,097+24.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 116,349 | $4.32M | 0.01% | −6,491−5.3% | Reduced |
| HM Payson & Co | 116,338 | $4.32M | 0.07% | +375+0.3% | Added |
| Janney Montgomery Scott LLC | 113,559 | $4.22M | 0.01% | −7,784−6.4% | Reduced |
| Guggenheim Capital LLC | 110,849 | $4.12M | 0.03% | +23,519+26.9% | Added |
| Toth Financial Advisory Corp | 110,295 | $4.10M | 0.48% | +17,560+18.9% | Added |
| Coston, McIsaac & Partners | 109,494 | $4.07M | 1.05% | +1,297+1.2% | Added |
| First National Bank & Trust Co of Newtown | 107,964 | $4.01M | 0.80% | −2,010−1.8% | Reduced |
| Envestnet Asset Management Inc | 107,405 | $3.99M | 0.00% | +165+0.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 105,243 | $3.91M | 0.04% | +13,926+15.3% | Added |
| Asset Management One Co.,Ltd. | 103,917 | $3.86M | 0.01% | −1,208−1.1% | Reduced |
| South Dakota Investment Council | 103,006 | $3.83M | 0.07% | 00.0% | Unchanged |
| Costello Asset Management, INC | 101,844 | $3.78M | 1.42% | −2,542−2.4% | Reduced |
| AdvisorNet Financial, Inc | 101,536 | $3.77M | 0.24% | +380.0% | Added |
| Brown Advisory Inc | 101,023 | $3.75M | 0.00% | −2,050−2.0% | Reduced |
| BTG Pactual Asset Management US LLC | 99,486 | $3.69M | 0.50% | +99,486 | New |
| Swiss Life Asset Management Ltd | 98,538 | $3.66M | 0.02% | +65,462+197.9% | Added |
| Vontobel Holding Ltd. | 97,889 | $3.64M | 0.01% | −3,137−3.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 96,736 | $3.59M | 0.01% | +4,464+4.8% | Added |
| Mn Services Vermogensbeheer B.V. | 96,200 | $3.57M | 0.02% | +3,900+4.2% | Added |
| HighTower Advisors, LLC | 95,978 | $3.56M | 0.00% | −3,836−3.8% | Reduced |
| Jefferies Financial Group Inc. | 95,235 | $3.54M | 0.06% | +59,033+163.1% | Added |
| Glenmede Investment Management, LP | 94,966 | $3.53M | 0.02% | +94,966 | New |
| ExodusPoint Capital Management, LP | 92,733 | $3.44M | 0.04% | −130,166−58.4% | Reduced |
| Yousif Capital Management, LLC | 89,736 | $3.33M | 0.04% | −200.0% | Reduced |
| Point72 Hong Kong Ltd | 86,414 | $3.21M | 0.22% | +72,334+513.7% | Added |
| Public Employees Retirement System of Ohio | 85,573 | $3.18M | 0.01% | +8,041+10.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 82,926 | $3.08M | 0.02% | −378−0.5% | Reduced |
| Toronto Dominion Bank | 80,904 | $3.00M | 0.01% | +35,005+76.3% | Added |
| ASR Vermogensbeheer N.V. | 79,987 | $2.97M | 0.04% | +63,274+378.6% | Added |
| Texas Yale Capital Corp. | 79,233 | $2.94M | 0.10% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 78,813 | $2.92M | 0.01% | −3,586−4.4% | Reduced |
| Agf Management Ltd | 78,564 | $2.92M | 0.01% | +78,564 | New |
| Jacobi Capital Management LLC | 78,019 | $2.90M | 0.19% | +4,995+6.8% | Added |
| Comerica Bank | 77,606 | $2.88M | 0.01% | −815−1.0% | Reduced |
| HSBC Holdings PLC | 77,342 | $2.87M | 0.00% | −5,001−6.1% | Reduced |
| Private Advisor Group, LLC | 76,777 | $2.85M | 0.02% | +5,376+7.5% | Added |
| Arizona State Retirement System | 76,504 | $2.84M | 0.02% | +1,061+1.4% | Added |
| Alps Advisors Inc | 76,274 | $2.83M | 0.02% | −546−0.7% | Reduced |
| State of New Jersey Common Pension Fund D | 75,984 | $2.82M | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 75,924 | $2.82M | 0.00% | −103,514−57.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 74,670 | $2.75M | 0.00% | +14,724+24.6% | Added |
| Louisiana State Employees Retirement System | 72,600 | $2.70M | 0.05% | +1,800+2.5% | Added |
| Teachers Retirement System of the State of Kentucky | 71,819 | $2.67M | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 71,428 | $2.65M | 0.01% | +38,090+114.3% | Added |
| Citigroup Inc | 71,124 | $2.64M | 0.00% | −152,367−68.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 70,943 | $2.63M | 0.17% | +5,988+9.2% | Added |
| Aurora Investment Counsel | 70,592 | $2.62M | 1.38% | +1,178+1.7% | Added |
| IFM Investors Pty Ltd | 69,999 | $2.60M | 0.02% | −4,286−5.8% | Reduced |
| State of Michigan Retirement System | 69,371 | $2.58M | 0.01% | +1,500+2.2% | Added |
| Ameritas Investment Partners, Inc. | 69,361 | $2.58M | 0.08% | +322+0.5% | Added |
| Alpine Woods Capital Investors, LLC | 67,629 | $2.51M | 0.60% | +4,260+6.7% | Added |
| Mariner, LLC | 67,460 | $2.51M | 0.00% | +14,076+26.4% | Added |
| Kennedy Capital Management, Inc. | 66,334 | $2.46M | 0.06% | −3,711−5.3% | Reduced |
| Benedict Financial Advisors Inc | 66,026 | $2.45M | 0.56% | −7,956−10.8% | Reduced |