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, Q3 2025
Institutional positions in Essential Utilities, Inc. as of Sep 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
- 679
- +8 vs. Q2 2025
- Shares held
- 227.6M
- +9.93M (+4.6%) vs. Q2 2025
- Total value
- $9.07B
- +$982.3M (+12.1%) vs. Q2 2025
- New holders
- 86
- 273 more added
- Sold out
- 78
- 179 more reduced
12 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 36,938,100 | $1.47B | 0.03% | +2,716,715+7.9% | Added |
| Vanguard Group Inc | 31,246,084 | $1.25B | 0.02% | +838,450+2.8% | Added |
| State Street Corp | 13,591,999 | $542.3M | 0.02% | +641,743+5.0% | Added |
| Canada Pension Plan Investment Board | 11,661,095 | $465.3M | 0.33% | 00.0% | Unchanged |
| Nordea Investment Management AB | 8,972,565 | $354.1M | 0.31% | +1,822,306+25.5% | Added |
| Geode Capital Management, LLC | 5,112,768 | $203.4M | 0.01% | +378,236+8.0% | Added |
| Amundi | 4,749,073 | $189.8M | 0.06% | −887,949−15.8% | Reduced |
| First Trust Advisors LP | 4,107,047 | $163.9M | 0.12% | −51,329−1.2% | Reduced |
| JPMorgan Chase & Co | 4,071,929 | $162.5M | 0.01% | +3,479,762+587.6% | Added |
| Invesco Ltd. | 3,929,549 | $156.8M | 0.02% | +427,169+12.2% | Added |
| Pictet Asset Management Holding SA | 3,798,390 | $151.5M | 0.15% | −1,541,038−28.9% | Reduced |
| Morgan Stanley | 3,667,916 | $146.3M | 0.01% | +347,474+10.5% | Added |
| Macquarie Group Ltd | 3,531,965 | $140.9M | 0.16% | +867,089+32.5% | Added |
| Legal & General Group Plc | 3,486,729 | $139.1M | 0.03% | −2,191−0.1% | Reduced |
| Antipodes Partners Ltd | 3,211,203 | $128.1M | 2.87% | +3,211,203 | New |
| Northern Trust Corp | 3,164,568 | $126.3M | 0.02% | +151,427+5.0% | Added |
| Cbre Clarion Securities LLC | 2,754,592 | $109.9M | 1.57% | +393,961+16.7% | Added |
| Bank of New York Mellon Corp | 2,709,048 | $108.1M | 0.02% | +29,904+1.1% | Added |
| Dimensional Fund Advisors LP | 2,661,704 | $106.2M | 0.02% | +661,115+33.0% | Added |
| Boston Trust Walden Corp | 2,624,985 | $104.7M | 0.77% | +80,102+3.1% | Added |
| Citadel Advisors LLC | 2,506,973 | $100.0M | 0.08% | −313,118−11.1% | Reduced |
| UBS Asset Management Americas Inc | 2,376,018 | $94.8M | 0.02% | −476,821−16.7% | Reduced |
| Duff & Phelps Investment Management Co | 2,202,525 | $87.9M | 1.00% | +59,730+2.8% | Added |
| Charles Schwab Investment Management Inc | 2,029,244 | $81.0M | 0.01% | −3,118−0.2% | Reduced |
| Goldman Sachs Group Inc | 1,958,386 | $78.1M | 0.01% | +1,255,017+178.4% | Added |
| Ensign Peak Advisors, Inc | 1,792,096 | $71.5M | 0.12% | −33,863−1.9% | Reduced |
| Empower Advisory Group, LLC | 1,741,026 | $69.5M | 0.19% | +30,018+1.8% | Added |
| FIL Ltd | 1,729,184 | $69.0M | 0.05% | −28,517−1.6% | Reduced |
| AQR Capital Management LLC | 1,591,706 | $62.7M | 0.04% | +873,990+121.8% | Added |
| Allianz Asset Management GmbH | 1,531,560 | $61.1M | 0.08% | −115,586−7.0% | Reduced |
| UBS Group AG | 1,342,479 | $53.6M | 0.01% | −211,497−13.6% | Reduced |
| Epoch Investment Partners, Inc. | 1,177,961 | $47.0M | 0.26% | −7,440−0.6% | Reduced |
| Franklin Resources Inc | 1,174,750 | $46.9M | 0.01% | +23,947+2.1% | Added |
| FMR LLC | 1,000,908 | $39.9M | 0.00% | −5,344−0.5% | Reduced |
| ProShare Advisors LLC | 966,685 | $38.6M | 0.08% | +135,899+16.4% | Added |
| Tandem Investment Advisors, Inc. | 948,863 | $37.9M | 1.29% | −1,121,299−54.2% | Reduced |
| Wells Fargo & Company | 920,502 | $36.7M | 0.01% | +308,873+50.5% | Added |
| Gotham Asset Management, LLC | 907,809 | $36.2M | 0.16% | +569,210+168.1% | Added |
| Kames Capital plc | 896,001 | $35.8M | 0.42% | −4,379−0.5% | Reduced |
| California Public Employees Retirement System | 889,608 | $35.5M | 0.02% | −113,424−11.3% | Reduced |
| California State Teachers Retirement System | 886,470 | $35.4M | 0.04% | +81,635+10.1% | Added |
| Rhumbline Advisers | 876,434 | $35.0M | 0.03% | +3,108+0.4% | Added |
| Bank of America Corp | 855,101 | $34.1M | 0.00% | −481,323−36.0% | Reduced |
| GW&K Investment Management, LLC | 819,249 | $32.7M | 0.29% | +102,862+14.4% | Added |
| Swiss National Bank | 808,100 | $32.2M | 0.02% | +15,800+2.0% | Added |
| Royal Bank of Canada | 783,452 | $31.3M | 0.01% | −74,321−8.7% | Reduced |
| Energy Income Partners, LLC | 727,103 | $29.0M | 0.56% | +43,712+6.4% | Added |
| Barclays PLC | 645,515 | $25.8M | 0.01% | +305,851+90.0% | Added |
| Principal Financial Group Inc | 625,443 | $25.0M | 0.01% | −10,345−1.6% | Reduced |
| Deutsche Bank AG | 586,430 | $23.4M | 0.01% | +11,844+2.1% | Added |
| Gabelli Funds LLC | 578,350 | $23.1M | 0.16% | +33,000+6.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 575,524 | $23.0M | 0.01% | +31,606+5.8% | Added |
| New York State Common Retirement Fund | 568,995 | $22.7M | 0.03% | −990−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 560,615 | $22.4M | 0.11% | +14,401+2.6% | Added |
| Great West Life Assurance Co | 563,339 | $22.0M | 0.03% | +164,880+41.4% | Added |
| Nuveen, LLC | 541,499 | $21.6M | 0.01% | +3,792+0.7% | Added |
| Flputnam Investment Management Co | 514,296 | $20.5M | 0.31% | +64,338+14.3% | Added |
| Beck Bode, LLC | 491,864 | $19.6M | 3.17% | +4,874+1.0% | Added |
| Alliancebernstein L.P. | 491,352 | $19.6M | 0.01% | +151,395+44.5% | Added |
| John G Ullman & Associates Inc | 464,925 | $18.6M | 2.50% | +198,923+74.8% | Added |
| Aventail Capital Group, LP | 454,461 | $18.1M | 0.86% | +40,788+9.9% | Added |
| Aviva PLC | 432,629 | $17.3M | 0.03% | +53,434+14.1% | Added |
| Jones Financial Companies LLLP | 437,824 | $17.1M | 0.01% | +61,895+16.5% | Added |
| Thematics Asset Management | 412,726 | $16.5M | 0.75% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 401,370 | $16.0M | 0.04% | +219,661+120.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 398,990 | $15.9M | 0.25% | +172,865+76.4% | Added |
| Ameriprise Financial Inc | 398,580 | $15.9M | 0.00% | +20,905+5.5% | Added |
| Public Employees Retirement Association of Colorado | 396,797 | $15.8M | 0.06% | 00.0% | Unchanged |
| Swedbank AB | 373,631 | $14.9M | 0.02% | +1,400+0.4% | Added |
| Deprince Race & Zollo Inc | 369,606 | $14.7M | 0.30% | +528+0.1% | Added |
| Heartland Advisors Inc | 367,662 | $14.7M | 0.77% | +367,662 | New |
| Manufacturers Life Insurance Company, The | 346,600 | $13.8M | 0.01% | +147,392+74.0% | Added |
| LPL Financial LLC | 345,785 | $13.8M | 0.00% | +62,285+22.0% | Added |
| DekaBank Deutsche Girozentrale | 353,836 | $13.7M | 0.02% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 339,104 | $13.5M | 0.04% | −20,221−5.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 329,121 | $13.1M | 0.02% | +107,269+48.4% | Added |
| Candriam Luxembourg S.C.A. | 309,405 | $12.3M | 0.06% | −12,665−3.9% | Reduced |
| Raymond James Financial Inc | 306,775 | $12.2M | 0.00% | +4,552+1.5% | Added |
| Renaissance Technologies LLC | 305,317 | $12.2M | 0.02% | +172,848+130.5% | Added |
| Greenland Capital Management LP | 295,100 | $11.8M | 1.73% | −170,710−36.6% | Reduced |
| Stifel Financial Corp | 286,868 | $11.4M | 0.01% | +1,233+0.4% | Added |
| Korea Investment CORP | 281,248 | $11.2M | 0.02% | +145,919+107.8% | Added |
| New York State Teachers Retirement System | 276,718 | $11.0M | 0.02% | +812+0.3% | Added |
| State Board of Administration of Florida Retirement System | 274,007 | $10.9M | 0.02% | +3,004+1.1% | Added |
| Maryland State Retirement & Pension System | 273,383 | $10.9M | 0.23% | +27,562+11.2% | Added |
| Robeco Institutional Asset Management B.V. | 272,680 | $10.9M | 0.02% | +239,675+726.2% | Added |
| SummitTX Capital, L.P. | 265,394 | $10.6M | 0.44% | +133,071+100.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 262,017 | $10.5M | 0.50% | +1,170+0.4% | Added |
| Russell Investments Group, Ltd. | 262,070 | $10.4M | 0.01% | +23,915+10.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 257,585 | $10.3M | 0.01% | +44,855+21.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 254,549 | $10.2M | 0.03% | −102,296−28.7% | Reduced |
| KLP Kapitalforvaltning AS | 240,900 | $9.61M | 0.04% | +1,400+0.6% | Added |
| Van Eck Associates Corp | 238,856 | $9.53M | 0.01% | +71,466+42.7% | Added |
| Synergy Financial Management, LLC | 234,179 | $9.06M | 0.33% | +182,301+351.4% | Added |
| Cetera Investment Advisers | 225,602 | $9.00M | 0.01% | +171,911+320.2% | Added |
| Price T Rowe Associates Inc | 219,055 | $8.74M | 0.00% | +17,167+8.5% | Added |
| Ostrum Asset Management | 216,190 | $8.63M | 0.39% | +150,443+228.8% | Added |
| Assenagon Asset Management S.A. | 215,240 | $8.59M | 0.01% | +61,690+40.2% | Added |
| Magellan Asset Management Ltd | 214,023 | $8.54M | 0.10% | +14,664+7.4% | Added |
| Natixis Advisors, L.P. | 209,068 | $8.34M | 0.01% | +48,174+29.9% | Added |