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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 5,361 | $199.1K | 0.00% | −100−1.8% | Reduced |
| Eastern Bank | 4,952 | $183.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,747 | $176.3K | 0.01% | +1,395+41.6% | Added |
| Centaurus Financial, Inc. | 4,739 | $176.0K | 0.01% | +3+0.1% | Added |
| Blue Bell Private Wealth Management, LLC | 4,727 | $175.6K | 0.03% | −16,207−77.4% | Reduced |
| Assetmark, Inc | 4,474 | $166.2K | 0.00% | +112+2.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,300 | $159.7K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 4,183 | $155.4K | 0.00% | +3,233+340.3% | Added |
| Skopos Labs, Inc. | 4,063 | $150.9K | 0.02% | +2,703+198.8% | Added |
| Group One Trading, L.P. | 4,016 | $149.2K | 0.00% | +4,016 | New |
| Ci Investments Inc. | 3,920 | $146.0K | 0.00% | −1,431−26.7% | Reduced |
| Siemens Fonds Invest GmbH | 3,426 | $127.2K | 0.01% | +439+14.7% | Added |
| Umb Bank N A | 3,161 | $117.4K | 0.00% | +549+21.0% | Added |
| Hanson & Doremus Investment Management | 3,142 | $117.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 3,130 | $116.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,127 | $116.2K | 0.00% | +3,127 | New |
| Quarry LP | 3,055 | $113.5K | 0.03% | −220−6.7% | Reduced |
| V-Square Quantitative Management LLC | 3,052 | $113.4K | 0.02% | −686−18.4% | Reduced |
| Trust Co of Vermont | 3,020 | $112.2K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,994 | $111.0K | 0.00% | +2,732+1,042.7% | Added |
| Fifth Third Bancorp | 2,969 | $110.3K | 0.00% | +371+14.3% | Added |
| EverSource Wealth Advisors, LLC | 2,747 | $102.0K | 0.00% | +1,723+168.3% | Added |
| Harbour Investments, Inc. | 2,740 | $101.8K | 0.00% | +11+0.4% | Added |
| Sound Income Strategies, LLC | 2,681 | $99.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,540 | $94.3K | 0.00% | +1,220+92.4% | Added |
| Parallel Advisors, LLC | 2,511 | $93.3K | 0.00% | +104+4.3% | Added |
| Colonial Trust Co | 2,476 | $92.0K | 0.01% | −165−6.2% | Reduced |
| Crews Bank & Trust | 2,473 | $91.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,416 | $89.7K | 0.01% | −2,552−51.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,338 | $86.8K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,047 | $77.5K | 0.00% | +140+7.3% | Added |
| Alpine Bank Wealth Management | 2,082 | $77.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,049 | $76.1K | 0.01% | −4−0.2% | Reduced |
| Tower View Investment Management & Research LLC | 2,026 | $75.2K | 0.04% | +17+0.8% | Added |
| BFSG, LLC | 2,022 | $75.1K | 0.01% | +569+39.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,000 | $74.3K | 0.02% | +2,000 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $74.0K | 0.04% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,947 | $72.3K | 0.01% | −1,600−45.1% | Reduced |
| Principal Securities, Inc. | 1,903 | $70.7K | 0.00% | −568−23.0% | Reduced |
| Geneos Wealth Management Inc. | 1,866 | $69.3K | 0.00% | −41−2.1% | Reduced |
| Mascoma Wealth Management LLC | 1,766 | $65.6K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,756 | $65.2K | 0.01% | +256+17.1% | Added |
| New Age Alpha Advisors, LLC | 1,717 | $63.8K | 0.00% | +186+12.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $63.0K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 1,693 | $62.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,677 | $62.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,527 | $56.7K | 0.00% | +1,462+2,249.2% | Added |
| IFP Advisors, Inc | 1,083 | $56.5K | 0.00% | −27−2.4% | Reduced |
| CoreCap Advisors, LLC | 1,438 | $53.4K | 0.00% | −34−2.3% | Reduced |
| Truvestments Capital LLC | 1,415 | $52.6K | 0.01% | +9+0.6% | Added |
| Aster Capital Management (DIFC) Ltd | 1,260 | $46.8K | 0.01% | +870+223.1% | Added |
| Citizens National Bank Trust Department | 1,250 | $46.4K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,240 | $46.1K | 0.03% | −662−34.8% | Reduced |
| Vega Investment Solutions | 1,150 | $42.7K | 0.01% | −1,162−50.3% | Reduced |
| Orion Capital Management LLC | 1,125 | $41.8K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 1,062 | $39.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,002 | $37.2K | 0.00% | +26+2.7% | Added |
| Chelsea Counsel Co | 900 | $33.4K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 897 | $33.3K | 0.00% | +120+15.4% | Added |
| Kennebec Savings Bank | 848 | $31.5K | 0.03% | +848 | New |
| Capital Advisors, Ltd. LLC | 826 | $31.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 825 | $30.6K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $29.8K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $29.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 776 | $29.0K | 0.00% | +69+9.8% | Added |
| Addison Advisors LLC | 771 | $28.6K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 724 | $28.6K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 753 | $28.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 750 | $27.8K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 741 | $27.5K | 0.00% | +33+4.7% | Added |
| VSM Wealth Advisory, LLC | 720 | $26.7K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 705 | $26.2K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 701 | $26.0K | 0.00% | +626+834.7% | Added |
| First Command Advisory Services, Inc. | 666 | $24.7K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $24.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 625 | $23.2K | 0.00% | −1,000−61.5% | Reduced |
| Asset Planning,Inc | 625 | $23.2K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 614 | $22.8K | 0.01% | +5+0.8% | Added |
| Valley National Advisers Inc | 600 | $22.0K | 0.00% | −250−29.4% | Reduced |
| Bangor Savings Bank | 583 | $21.7K | 0.00% | +5+0.9% | Added |
| Versant Capital Management, Inc | 569 | $21.1K | 0.00% | +89+18.5% | Added |
| DT Investment Partners, LLC | 564 | $20.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 561 | $20.8K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 560 | $20.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 542 | $20.1K | 0.00% | +1+0.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 511 | $19.0K | 0.00% | +4+0.8% | Added |
| True Wealth Design, LLC | 503 | $18.7K | 0.01% | +501+25,050.0% | Added |
| Barrett & Company, Inc. | 500 | $18.6K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $18.0K | 0.01% | −1,630−76.5% | Reduced |
| Rise Advisors, LLC | 480 | $17.8K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 468 | $17.4K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 458 | $17.0K | 0.00% | −2,545−84.7% | Reduced |
| Smartleaf Asset Management LLC | 450 | $16.6K | 0.00% | −1,033−69.7% | Reduced |
| McIlrath & Eck, LLC | 424 | $15.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 423 | $15.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 423 | $15.7K | 0.00% | +337+391.9% | Added |
| JFS Wealth Advisors, LLC | 404 | $15.0K | 0.00% | −68−14.4% | Reduced |
| SWAN Capital LLC | 401 | $14.9K | 0.01% | +276+220.8% | Added |
| Caldwell Trust Co | 400 | $14.9K | 0.00% | +400 | New |
| City State Bank | 380 | $14.1K | 0.00% | 00.0% | Unchanged |