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 |
|---|---|---|---|---|---|
| Community Bank, N.A. | 24,706 | $917.3K | 0.12% | +778+3.3% | Added |
| Jain Global LLC | 24,612 | $914.1K | 0.01% | +24,612 | New |
| Haverford Trust Co | 24,095 | $894.9K | 0.01% | −436−1.8% | Reduced |
| Blair William & Co | 24,011 | $891.8K | 0.00% | +878+3.8% | Added |
| CoreCommodity Management, LLC | 23,996 | $891.2K | 0.15% | −44,887−65.2% | Reduced |
| Lido Advisors, LLC | 23,967 | $890.1K | 0.00% | −3,183−11.7% | Reduced |
| Resolution Capital Ltd | 23,844 | $885.6K | 0.02% | −13,104−35.5% | Reduced |
| Key Financial Inc | 23,718 | $880.9K | 0.18% | +42+0.2% | Added |
| Ethic Inc. | 23,681 | $874.3K | 0.02% | −37,894−61.5% | Reduced |
| D. E. Shaw & Co., Inc. | 23,421 | $869.9K | 0.00% | +23,421 | New |
| Captrust Financial Advisors | 23,256 | $863.7K | 0.00% | −754−3.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 22,961 | $852.8K | 0.53% | −2,225−8.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 22,033 | $818.3K | 0.02% | +36+0.2% | Added |
| Prelude Capital Management, LLC | 21,690 | $805.6K | 0.08% | +12,780+143.4% | Added |
| Susquehanna International Group, LLP | 21,431 | $795.9K | 0.00% | −34,200−61.5% | Reduced |
| Holos Integrated Wealth LLC | 20,455 | $793.2K | 0.48% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 21,313 | $791.5K | 0.02% | −294−1.4% | Reduced |
| Aspire Private Capital, LLC | 21,176 | $786.5K | 0.18% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 21,126 | $784.6K | 0.39% | +21,126 | New |
| Federated Hermes, Inc. | 20,542 | $762.9K | 0.00% | −60.0% | Reduced |
| CIBC Private Wealth Group, LLC | 20,364 | $756.3K | 0.00% | −196−1.0% | Reduced |
| Bank of Nova Scotia | 19,776 | $734.5K | 0.00% | +9,862+99.5% | Added |
| Securian Asset Management, Inc | 19,641 | $729.5K | 0.02% | +542+2.8% | Added |
| Rothschild Investment LLC | 19,524 | $725.1K | 0.05% | +205+1.1% | Added |
| Atria Investments LLC | 19,350 | $718.7K | 0.01% | +19,350 | New |
| Manchester Capital Management LLC | 19,186 | $712.6K | 0.09% | −851−4.2% | Reduced |
| Twinbeech Capital LP | 19,035 | $707.0K | 0.02% | +8,274+76.9% | Added |
| Penobscot Investment Management Company, Inc. | 18,975 | $704.7K | 0.06% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,930 | $703.1K | 0.00% | +267+1.4% | Added |
| Quadrant Capital Group LLC | 18,480 | $686.3K | 0.02% | +1,008+5.8% | Added |
| Sanctuary Advisors, LLC | 18,370 | $682.3K | 0.00% | +2,103+12.9% | Added |
| Sterling Capital Management LLC | 18,347 | $681.4K | 0.01% | +4,348+31.1% | Added |
| Crossmark Global Holdings, Inc. | 18,084 | $671.6K | 0.01% | +323+1.8% | Added |
| Vinva Investment Management Ltd | 18,036 | $665.9K | 0.02% | +10,811+149.6% | Added |
| Foundations Investment Advisors, LLC | 17,816 | $661.7K | 0.01% | −15−0.1% | Reduced |
| Blossom Wealth Management | 17,685 | $656.8K | 1.16% | +70+0.4% | Added |
| KBC Group NV | 17,554 | $652.0K | 0.00% | −5,505−23.9% | Reduced |
| Fiduciary Trust Co | 17,430 | $647.4K | 0.01% | −6,350−26.7% | Reduced |
| Inspire Advisors, LLC | 17,430 | $647.3K | 0.07% | +17,430 | New |
| Continuum Advisory, LLC | 17,373 | $645.2K | 0.08% | +53+0.3% | Added |
| Simplex Trading, LLC | 17,295 | $642.0K | 0.02% | −1,736−9.1% | Reduced |
| Smithfield Trust Co | 17,269 | $642.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 16,984 | $630.8K | 0.03% | −73−0.4% | Reduced |
| CIBC Asset Management Inc | 16,646 | $618.2K | 0.00% | +2,430+17.1% | Added |
| QRG Capital Management, Inc. | 16,625 | $617.5K | 0.01% | +1,998+13.7% | Added |
| Toroso Investments, LLC | 16,361 | $607.6K | 0.00% | +16,361 | New |
| Wealthspire Advisors, LLC | 16,359 | $607.6K | 0.00% | +37+0.2% | Added |
| Dynamic Technology Lab Private Ltd | 16,316 | $606.0K | 0.08% | −5,911−26.6% | Reduced |
| Inceptionr LLC | 16,115 | $598.5K | 0.14% | +8,231+104.4% | Added |
| Ingalls & Snyder LLC | 16,103 | $598.0K | 0.02% | +2,640+19.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 16,089 | $597.5K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 15,970 | $593.0K | 0.04% | −7,670−32.4% | Reduced |
| Westerkirk Capital Inc. | 15,900 | $590.5K | 0.07% | +15,900 | New |
| First Pacific Financial | 15,702 | $583.2K | 0.09% | −1,336−7.8% | Reduced |
| CWM, LLC | 15,687 | $583.0K | 0.00% | +3,940+33.5% | Added |
| Peoples Bank | 15,586 | $578.9K | 0.39% | −70−0.4% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 15,521 | $576.5K | 0.03% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 15,463 | $574.3K | 0.32% | 00.0% | Unchanged |
| US Bancorp | 15,179 | $563.7K | 0.00% | +943+6.6% | Added |
| Keybank National Association | 15,130 | $561.9K | 0.00% | +411+2.8% | Added |
| Everett Harris & Co | 15,000 | $557.1K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 14,760 | $548.2K | 0.00% | −274−1.8% | Reduced |
| CWM Advisors, LLC | 14,647 | $544.0K | 0.06% | +6,516+80.1% | Added |
| Resurgent Financial Advisors LLC | 14,413 | $535.3K | 0.29% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 14,412 | $535.1K | 0.01% | −619−4.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 14,336 | $532.4K | 0.00% | +14,336 | New |
| RSM US Wealth Management LLC | 14,170 | $526.3K | 0.01% | +143+1.0% | Added |
| 111 Capital | 13,984 | $519.4K | 0.09% | +13,984 | New |
| Rowland & Co Investment Counsel | 13,617 | $505.7K | 0.10% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 13,523 | $502.2K | 0.06% | 00.0% | Unchanged |
| Brighton Jones LLC | 13,483 | $500.8K | 0.01% | −4,646−25.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,313 | $494.4K | 0.00% | +452+3.5% | Added |
| Mitchell Sinkler & Starr | 13,167 | $489.0K | 0.23% | −731−5.3% | Reduced |
| Mediolanum International Funds Ltd | 13,118 | $484.3K | 0.01% | +1,943+17.4% | Added |
| M&G Plc | 13,025 | $481.9K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 12,960 | $481.3K | 0.02% | +1,629+14.4% | Added |
| Metis Global Partners, LLC | 12,932 | $480.3K | 0.01% | +12,932 | New |
| ELCO Management Co., LLC | 12,896 | $479.0K | 0.25% | −1,774−12.1% | Reduced |
| First Citizens Bank & Trust Co | 12,749 | $473.5K | 0.01% | +12,749 | New |
| Clean Yield Group | 12,729 | $472.8K | 0.14% | 00.0% | Unchanged |
| Nomura Holdings Inc | 12,693 | $471.4K | 0.00% | +676+5.6% | Added |
| Tokio Marine Asset Management Co Ltd | 12,661 | $470.2K | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 12,543 | $465.8K | 0.00% | −27,668−68.8% | Reduced |
| Atomi Financial Group, Inc. | 12,531 | $465.4K | 0.02% | +1,065+9.3% | Added |
| XTX Topco Ltd | 12,510 | $464.6K | 0.02% | −31,442−71.5% | Reduced |
| Oak Thistle LLC | 12,488 | $463.8K | 0.07% | −16,037−56.2% | Reduced |
| Modera Wealth Management, LLC | 12,341 | $458.4K | 0.01% | −501−3.9% | Reduced |
| Ieq Capital, LLC | 12,333 | $458.0K | 0.00% | +64+0.5% | Added |
| Quaker Wealth Management, LLC | 12,259 | $455.3K | 0.15% | +12,259 | New |
| Pullen Investment Management, LLC | 12,139 | $450.9K | 0.27% | −148−1.2% | Reduced |
| Capital Market Strategies LLC | 12,100 | $449.4K | 0.31% | −2,000−14.2% | Reduced |
| AE Wealth Management LLC | 12,070 | $448.3K | 0.00% | +1,816+17.7% | Added |
| WealthTrust Axiom LLC | 12,048 | $447.5K | 0.13% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 11,961 | $444.3K | 0.10% | +446+3.9% | Added |
| Royal London Asset Management Ltd | 11,785 | $437.7K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 11,782 | $437.6K | 0.01% | +980+9.1% | Added |
| Rockefeller Capital Management L.P. | 11,711 | $435.0K | 0.00% | +684+6.2% | Added |
| Bernardo Wealth Planning LLC | 11,626 | $432.0K | 0.09% | +296+2.6% | Added |
| Farmers Trust Co | 11,493 | $426.9K | 0.08% | 00.0% | Unchanged |
| Sciencast Management LP | 11,349 | $421.5K | 0.09% | +11,349 | New |