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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 11,209 | $416.3K | 0.00% | +5,521+97.1% | Added |
| Gulf International Bank (UK) Ltd | 11,154 | $414.0K | 0.01% | −4,177−27.2% | Reduced |
| SS&H Financial Advisors, Inc. | 11,074 | $411.3K | 0.14% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 11,054 | $410.5K | 0.02% | +1,983+21.9% | Added |
| EagleClaw Capital Managment, LLC | 11,052 | $410.5K | 0.06% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,981 | $408.0K | 0.03% | +10,981 | New |
| Coastal Bridge Advisors, LLC | 10,965 | $407.3K | 0.03% | +10,965 | New |
| CIBC World Markets Corp | 10,900 | $404.8K | 0.00% | −971−8.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,807 | $401.0K | 0.00% | +2,766+34.4% | Added |
| Kathmere Capital Management, LLC | 10,740 | $398.9K | 0.03% | −1,291−10.7% | Reduced |
| Two Sigma Advisers, LP | 10,600 | $393.7K | 0.00% | +10,600 | New |
| BKD Wealth Advisors, LLC | 10,453 | $388.2K | 0.01% | +15+0.1% | Added |
| United Capital Financial Advisers, LLC | 10,210 | $379.2K | 0.00% | +394+4.0% | Added |
| Prudential PLC | 10,110 | $375.5K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,062 | $373.7K | 0.04% | −550−5.2% | Reduced |
| Verus Wealth Management, LLC | 10,051 | $373.3K | 0.38% | +84+0.8% | Added |
| Exencial Wealth Advisors, LLC | 9,901 | $367.7K | 0.01% | +9,901 | New |
| Alan B. Lancz & Associates, Inc. | 9,684 | $359.7K | 0.36% | +9,684 | New |
| Hennion & Walsh Asset Management, Inc. | 9,680 | $359.5K | 0.01% | +416+4.5% | Added |
| Commerce Bank | 9,597 | $356.4K | 0.00% | +505+5.6% | Added |
| Glen Eagle Advisors, LLC | 9,427 | $350.1K | 0.05% | +10.0% | Added |
| Mendel Money Management | 9,390 | $348.7K | 0.15% | +100+1.1% | Added |
| Omers Administration Corp | 9,312 | $345.8K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 9,229 | $344.7K | 0.02% | +9,229 | New |
| Vestcor Inc | 9,259 | $344.0K | 0.01% | −2,041−18.1% | Reduced |
| Groupe la Francaise | 9,167 | $340.1K | 0.01% | +9,167 | New |
| Bridgefront Capital, LLC | 9,150 | $339.8K | 0.09% | −9,256−50.3% | Reduced |
| Allianz SE | 9,037 | $335.6K | 0.01% | −2,099−18.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,746 | $324.8K | 0.03% | −401−4.4% | Reduced |
| First Affirmative Financial Network | 8,734 | $324.4K | 0.17% | −680−7.2% | Reduced |
| Oppenheimer & Co Inc | 8,711 | $323.5K | 0.00% | −1,064−10.9% | Reduced |
| Congress Wealth Management LLC | 8,671 | $322.1K | 0.00% | +8,671 | New |
| Great Valley Advisor Group, Inc. | 8,515 | $316.2K | 0.01% | +30+0.4% | Added |
| EP Wealth Advisors, LLC | 8,492 | $315.4K | 0.00% | +189+2.3% | Added |
| Intrua Financial, LLC | 8,282 | $307.6K | 0.04% | −2,372−22.3% | Reduced |
| Frank, Rimerman Advisors LLC | 8,244 | $306.2K | 0.02% | +8,244 | New |
| HBK Sorce Advisory LLC | 8,153 | $302.8K | 0.01% | +62+0.8% | Added |
| O'Brien Greene & Co. Inc | 8,114 | $301.4K | 0.10% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,100 | $300.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 8,077 | $300.0K | 0.01% | +15+0.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,035 | $298.4K | 0.11% | 00.0% | Unchanged |
| Apella Capital, LLC | 8,087 | $298.3K | 0.01% | +173+2.2% | Added |
| Signaturefd, LLC | 7,863 | $292.0K | 0.00% | +237+3.1% | Added |
| Phoenix Holdings Ltd. | 7,858 | $291.5K | 0.00% | −568−6.7% | Reduced |
| Armstrong Advisory Group, Inc | 7,839 | $291.1K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,821 | $290.0K | 0.01% | +4,472+133.5% | Added |
| GSG Advisors LLC | 7,797 | $289.6K | 0.08% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 7,537 | $279.9K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,488 | $278.1K | 0.00% | +383+5.4% | Added |
| Birch Hill Investment Advisors LLC | 7,484 | $278.0K | 0.01% | 00.0% | Unchanged |
| Lindenwold Advisors | 7,462 | $277.1K | 0.14% | −34−0.5% | Reduced |
| SeaCrest Wealth Management, LLC | 7,385 | $274.3K | 0.03% | −529−6.7% | Reduced |
| RTD Financial Advisors, Inc. | 7,103 | $263.8K | 0.03% | −147−2.0% | Reduced |
| Providence Wealth Advisors, LLC | 6,835 | $261.6K | 0.18% | 00.0% | Unchanged |
| Seeds Investor LLC | 6,999 | $259.9K | 0.06% | −1,637−19.0% | Reduced |
| Glenview Trust Co | 6,978 | $259.2K | 0.00% | +1,586+29.4% | Added |
| Marex Group plc | 6,960 | $258.5K | 0.00% | +6,960 | New |
| Cetera Trust Company, N.A | 6,920 | $257.0K | 0.15% | +595+9.4% | Added |
| Farther Finance Advisors, LLC | 6,908 | $256.6K | 0.01% | +3,660+112.7% | Added |
| Anchor Investment Management, LLC | 6,848 | $254.3K | 0.02% | +327+5.0% | Added |
| Advisors Capital Management, LLC | 6,790 | $252.2K | 0.00% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 6,750 | $250.7K | 0.06% | −85−1.2% | Reduced |
| Kennedy Investment Group | 6,750 | $250.7K | 0.11% | +21+0.3% | Added |
| Archer Investment Corp | 6,684 | $248.2K | 0.06% | +30.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,630 | $247.2K | 0.00% | +6,630 | New |
| Ascent Group, LLC | 6,593 | $244.9K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 6,588 | $244.7K | 0.00% | +6,588 | New |
| PharVision Advisers, LLC | 6,535 | $242.7K | 0.35% | +6,535 | New |
| Sigma Planning Corp | 6,506 | $241.6K | 0.01% | −20.0% | Reduced |
| Equitable Holdings, Inc. | 6,476 | $240.5K | 0.00% | +1,371+26.9% | Added |
| Investment Management Corp of Ontario | 6,421 | $238.5K | 0.00% | −1,000−13.5% | Reduced |
| MAI Capital Management | 6,393 | $237.4K | 0.00% | +1,193+22.9% | Added |
| Greenleaf Trust | 6,347 | $235.7K | 0.00% | −387−5.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 6,348 | $235.0K | 0.06% | +47+0.7% | Added |
| Modern Wealth Management, LLC | 6,291 | $233.6K | 0.01% | +6,291 | New |
| PTM Wealth Management, LLC | 6,333 | $232.9K | 0.15% | +54+0.9% | Added |
| MidWestOne Financial Group, Inc. | 6,250 | $232.1K | 0.03% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,250 | $232.1K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,222 | $231.1K | 0.00% | +6,222 | New |
| Stanley-Laman Group, Ltd. | 6,144 | $228.2K | 0.03% | +1,016+19.8% | Added |
| Sowell Financial Services LLC | 6,107 | $226.8K | 0.01% | +860+16.4% | Added |
| NorthRock Partners, LLC | 6,099 | $226.5K | 0.01% | +571+10.3% | Added |
| Tower Research Capital LLC (TRC) | 6,023 | $223.7K | 0.01% | −8,105−57.4% | Reduced |
| Tower Wealth Partners, Inc. | 6,007 | $223.1K | 0.13% | −450−7.0% | Reduced |
| Cozad Asset Management Inc | 6,000 | $222.8K | 0.02% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 5,946 | $220.8K | 0.04% | +5,946 | New |
| Nations Financial Group Inc, | 5,944 | $220.8K | 0.02% | −400−6.3% | Reduced |
| Charter Research & Investment Group, Inc. | 5,930 | $220.2K | 0.16% | 00.0% | Unchanged |
| Tompkins Financial Corp | 5,885 | $218.6K | 0.02% | +4,200+249.3% | Added |
| Boothbay Fund Management, LLC | 5,841 | $216.9K | 0.01% | −1,511−20.6% | Reduced |
| W.H. Cornerstone Investments Inc. | 5,767 | $214.2K | 0.14% | +40+0.7% | Added |
| Stratos Wealth Partners, LTD. | 5,644 | $209.6K | 0.00% | +5,644 | New |
| Clark Capital Management Group, Inc. | 5,606 | $208.2K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,541 | $205.8K | 0.00% | −3,715−40.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 5,540 | $205.8K | 0.00% | +63+1.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,535 | $205.6K | 0.03% | −13−0.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,524 | $205.2K | 0.02% | −335−5.7% | Reduced |
| EWG Elevate Inc. | 5,516 | $204.9K | 0.06% | +246+4.7% | Added |
| Huntington National Bank | 5,497 | $204.2K | 0.00% | +14+0.3% | Added |
| David Loasby | 5,300 | $202.4K | 0.02% | +5,300 | New |