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 |
|---|---|---|---|---|---|
| Covea Finance | 65,800 | $2.44M | 0.09% | +31,300+90.7% | Added |
| Ostrum Asset Management | 65,747 | $2.44M | 0.11% | +48,698+285.6% | Added |
| La Banque Postale Asset Management SA | 64,233 | $2.39M | 0.03% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 64,200 | $2.38M | 0.02% | −6,100−8.7% | Reduced |
| Exchange Traded Concepts, LLC | 64,102 | $2.38M | 0.03% | +653+1.0% | Added |
| Gateway Investment Advisers LLC | 64,058 | $2.38M | 0.03% | +57,143+826.4% | Added |
| Arcadia Investment Management Corp | 62,200 | $2.31M | 0.37% | −952−1.5% | Reduced |
| Stephens Inc | 61,056 | $2.27M | 0.03% | +79+0.1% | Added |
| Trillium Asset Management, LLC | 60,825 | $2.26M | 0.06% | −2,867−4.5% | Reduced |
| DnB Asset Management AS | 60,549 | $2.25M | 0.01% | −2,151−3.4% | Reduced |
| Natixis | 59,240 | $2.20M | 0.01% | +59,240 | New |
| Aquatic Capital Management LLC | 59,119 | $2.20M | 0.04% | +50,298+570.2% | Added |
| CenterBook Partners LP | 58,896 | $2.19M | 0.12% | +47,316+408.6% | Added |
| RWC Asset Management LLP | 58,349 | $2.17M | 0.11% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 57,584 | $2.14M | 0.03% | +1,410+2.5% | Added |
| Nisa Investment Advisors, LLC | 57,212 | $2.12M | 0.01% | +92+0.2% | Added |
| Prudential Financial Inc | 53,820 | $2.06M | 0.00% | +28,385+111.6% | Added |
| BLB&B Advisors, LLC | 55,123 | $2.05M | 0.10% | −1,690−3.0% | Reduced |
| Cetera Investment Advisers | 53,691 | $1.99M | 0.00% | +5,954+12.5% | Added |
| Bridgewater Advisors Inc. | 54,423 | $1.99M | 0.15% | +627+1.2% | Added |
| Warren Averett Asset Management, LLC | 53,301 | $1.98M | 0.02% | +2,131+4.2% | Added |
| Oregon Public Employees Retirement Fund | 52,474 | $1.95M | 0.03% | +1,100+2.1% | Added |
| Federation des caisses Desjardins du Quebec | 52,246 | $1.94M | 0.01% | +36,257+226.8% | Added |
| Synergy Financial Management, LLC | 51,878 | $1.93M | 0.22% | −76,844−59.7% | Reduced |
| Yaupon Capital Management LP | 50,000 | $1.86M | 0.12% | +50,000 | New |
| Polymer Capital Management (US) LLC | 48,940 | $1.82M | 0.30% | +48,940 | New |
| New Mexico Educational Retirement Board | 48,800 | $1.81M | 0.06% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 47,978 | $1.78M | 1.71% | −382−0.8% | Reduced |
| Shelton Capital Management | 47,676 | $1.77M | 0.04% | −1,841−3.7% | Reduced |
| First National Corp | 47,548 | $1.77M | 0.36% | −13,580−22.2% | Reduced |
| Victory Capital Management Inc | 47,379 | $1.76M | 0.00% | −2,096−4.2% | Reduced |
| Bryn Mawr Trust Co | 46,014 | $1.71M | 0.03% | −7,628−14.2% | Reduced |
| Xponance, Inc. | 44,642 | $1.66M | 0.01% | +2,172+5.1% | Added |
| Kempen Capital Management N.V. | 43,789 | $1.63M | 0.02% | +40,427+1,202.5% | Added |
| Pinebridge Investments, L.P. | 43,572 | $1.62M | 0.01% | −3,758−7.9% | Reduced |
| JustInvest LLC | 42,865 | $1.59M | 0.02% | +1,777+4.3% | Added |
| Utah Retirement Systems | 42,692 | $1.59M | 0.02% | +994+2.4% | Added |
| British Columbia Investment Management Corp | 41,168 | $1.53M | 0.01% | −8,711−17.5% | Reduced |
| J.W. Cole Advisors, Inc. | 41,051 | $1.52M | 0.03% | +10,892+36.1% | Added |
| ISAM Funds (UK) Ltd | 41,012 | $1.52M | 0.33% | +26,275+178.3% | Added |
| Radnor Capital Management, LLC | 41,020 | $1.52M | 0.24% | 00.0% | Unchanged |
| M&T Bank Corp | 40,962 | $1.52M | 0.01% | +1,754+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 40,625 | $1.51M | 0.01% | +1,188+3.0% | Added |
| Clear Harbor Asset Management, LLC | 39,954 | $1.48M | 0.11% | +260+0.7% | Added |
| Teacher Retirement System of Texas | 39,740 | $1.48M | 0.01% | +1,608+4.2% | Added |
| OP Asset Management Ltd | 39,554 | $1.47M | 0.02% | −32,423−45.0% | Reduced |
| Engineers Gate Manager LP | 38,759 | $1.44M | 0.02% | +24,473+171.3% | Added |
| Agp Franklin, LLC | 38,510 | $1.43M | 0.76% | +25,116+187.5% | Added |
| Generali Asset Management SPA SGR | 37,745 | $1.40M | 0.03% | +1,386+3.8% | Added |
| Pathstone Holdings, LLC | 37,729 | $1.40M | 0.01% | +4,032+12.0% | Added |
| Mercer Global Advisors Inc | 37,251 | $1.38M | 0.00% | +5,616+17.8% | Added |
| Advisor Group Holdings, Inc. | 37,070 | $1.38M | 0.00% | +82+0.2% | Added |
| Cerity Partners LLC | 36,572 | $1.36M | 0.00% | +3,996+12.3% | Added |
| Man Group plc | 35,999 | $1.34M | 0.00% | +35,999 | New |
| O'Shaughnessy Asset Management, LLC | 35,792 | $1.33M | 0.01% | −276−0.8% | Reduced |
| Investors Research Corp | 35,350 | $1.31M | 0.26% | 00.0% | Unchanged |
| Voya Investment Management LLC | 34,989 | $1.30M | 0.00% | −32,773−48.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 34,514 | $1.28M | 0.03% | +34,514 | New |
| Secure Asset Management, LLC | 34,463 | $1.28M | 0.24% | −17,999−34.3% | Reduced |
| CI Private Wealth, LLC | 34,064 | $1.27M | 0.00% | −6,698−16.4% | Reduced |
| Oxford Asset Management LLP | 33,680 | $1.25M | 0.41% | +33,680 | New |
| Wexford Capital LP | 33,564 | $1.25M | 0.35% | +33,564 | New |
| Robeco Institutional Asset Management B.V. | 33,005 | $1.23M | 0.00% | −11,892−26.5% | Reduced |
| Nissay Asset Management Corp | 32,936 | $1.22M | 0.01% | +761+2.4% | Added |
| Northwestern Mutual Wealth Management Co | 32,643 | $1.21M | 0.00% | +2,094+6.9% | Added |
| Northwest & Ethical Investments L.P. | 32,627 | $1.21M | 0.03% | 00.0% | Unchanged |
| Addison Capital Co | 32,234 | $1.20M | 0.42% | −892−2.7% | Reduced |
| Pathway Financial Advisers, LLC | 32,181 | $1.20M | 0.39% | −1,141−3.4% | Reduced |
| Neuberger Berman Group LLC | 31,085 | $1.15M | 0.00% | +3,300+11.9% | Added |
| Elo Mutual Pension Insurance Co | 30,380 | $1.13M | 0.02% | +30,380 | New |
| Sequoia Financial Advisors, LLC | 29,905 | $1.11M | 0.01% | −2,421−7.5% | Reduced |
| Raiffeisen Bank International AG | 29,547 | $1.10M | 0.02% | −661−2.2% | Reduced |
| Intech Investment Management LLC | 29,471 | $1.09M | 0.01% | +13,916+89.5% | Added |
| Kestra Advisory Services, LLC | 29,398 | $1.09M | 0.01% | +2,416+9.0% | Added |
| Cullen/Frost Bankers, Inc. | 29,033 | $1.08M | 0.01% | −1,339−4.4% | Reduced |
| GWM Advisors LLC | 29,033 | $1.08M | 0.01% | −641−2.2% | Reduced |
| Advisors Asset Management, Inc. | 29,011 | $1.08M | 0.02% | +12,611+76.9% | Added |
| State of Alaska, Department of Revenue | 28,916 | $1.07M | 0.01% | −695−2.3% | Reduced |
| Spirit of America Management Corp | 28,350 | $1.05M | 0.22% | +4,750+20.1% | Added |
| TFG Advisers LLC | 28,182 | $1.05M | 0.36% | −589−2.0% | Reduced |
| Moors & Cabot, Inc. | 27,923 | $1.04M | 0.05% | −701−2.4% | Reduced |
| Philadelphia Trust Co | 27,630 | $1.03M | 0.08% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 27,255 | $1.01M | 0.00% | +27,255 | New |
| Koss-Olinger Consulting, LLC | 26,816 | $995.9K | 0.08% | −816−3.0% | Reduced |
| Truist Financial Corp | 26,742 | $993.2K | 0.00% | +4,965+22.8% | Added |
| Cullen Capital Management LLC | 26,704 | $991.8K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 26,666 | $990.4K | 0.14% | +2,510+10.4% | Added |
| New York Life Investment Management LLC | 26,620 | $988.7K | 0.01% | −3,939−12.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 26,457 | $982.6K | 0.06% | +23+0.1% | Added |
| Central Trust Co | 26,426 | $981.5K | 0.02% | +175+0.7% | Added |
| apricus wealth, LLC | 26,262 | $975.4K | 0.57% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 26,163 | $971.7K | 0.12% | −43,550−62.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,161 | $971.6K | 0.01% | −224−0.8% | Reduced |
| Daiwa Securities Group Inc. | 26,104 | $970.0K | 0.00% | +1,274+5.1% | Added |
| Blackhill Capital Inc | 26,041 | $967.2K | 0.06% | 00.0% | Unchanged |
| Colony Group, LLC | 25,811 | $958.7K | 0.00% | +3,489+15.6% | Added |
| Sterling Investment Advisors, Ltd. | 25,808 | $958.5K | 0.21% | −2,022−7.3% | Reduced |
| Vise Technologies, Inc. | 25,802 | $958.3K | 0.04% | +25,802 | New |
| Wealthcare Advisory Partners LLC | 25,724 | $955.4K | 0.02% | +469+1.9% | Added |
| Brevan Howard Capital Management LP | 24,843 | $922.7K | 0.01% | +24,843 | New |