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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.

Institutional holdersQ3 2025: 679 institutions
Q1 2021: 598 institutionsQ2 2021: 589 institutionsQ3 2021: 597 institutionsQ4 2021: 648 institutionsQ1 2022: 642 institutionsQ2 2022: 636 institutionsQ3 2022: 637 institutionsQ4 2022: 657 institutionsQ1 2023: 650 institutionsQ2 2023: 626 institutionsQ3 2023: 584 institutionsQ4 2023: 623 institutionsQ1 2024: 592 institutionsQ2 2024: 601 institutionsQ3 2024: 629 institutionsQ4 2024: 622 institutionsQ1 2025: 677 institutionsQ2 2025: 683 institutionsQ3 2025: 679 institutionsQ4 2025: 695 institutionsQ1 2026: 698 institutionsQ2 2026: 702 institutions
Value heldQ3 2025: $9.07B
Q1 2021: $7.74BQ2 2021: $7.96BQ3 2021: $7.96BQ4 2021: $9.44BQ1 2022: $9.19BQ2 2022: $8.55BQ3 2022: $7.82BQ4 2022: $9.21BQ1 2023: $8.33BQ2 2023: $7.63BQ3 2023: $6.85BQ4 2023: $7.63BQ1 2024: $7.90BQ2 2024: $8.01BQ3 2024: $8.09BQ4 2024: $7.90BQ1 2025: $8.79BQ2 2025: $8.20BQ3 2025: $9.07BQ4 2025: $8.66BQ1 2026: $8.72BQ2 2026: $8.58B
Institutions holding WTRG and their total value by quarter
QuarterHoldersValue
Q2 2026702$8.58B
Q1 2026698$8.72B
Q4 2025695$8.66B
Q3 2025679$9.07B
Q2 2025683$8.20B
Q1 2025677$8.79B
Q4 2024622$7.90B
Q3 2024629$8.09B
Q2 2024601$8.01B
Q1 2024592$7.90B
Q4 2023623$7.63B
Q3 2023584$6.85B
Q2 2023626$7.63B
Q1 2023650$8.33B
Q4 2022657$9.21B
Q3 2022637$7.82B
Q2 2022636$8.55B
Q1 2022642$9.19B
Q4 2021648$9.44B
Q3 2021597$7.96B
Q2 2021589$7.96B
Q1 2021598$7.74B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q2 2025.

Institutions holding WTRG in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth13$00.00%00.0%Unchanged
Winthrop Capital Management, LLC7$00.00%00.0%Unchanged
Raleigh Capital Management Inc.1$390.00%+1New
Sofos Investments, Inc.1$400.00%+1New
North Capital, Inc.1$400.00%+1New
Rakuten Securities, Inc.2$800.00%00.0%Unchanged
Seneschal Advisors, LLC2$800.00%+2New
Rosenberg Matthew Hamilton3$1200.00%−52−94.5%Reduced
Quarry LP4$1600.00%−3,051−99.9%Reduced
North Star Investment Management Corp.4$1600.00%00.0%Unchanged
Turning Point Benefit Group, Inc.9$3490.00%+9New
Stone House Investment Management, LLC12$4790.00%00.0%Unchanged
HFM Investment Advisors, LLC12$4790.00%00.0%Unchanged
American Capital Advisory, LLC12$4790.00%+2+20.0%Added
Millstone Evans Group, LLC14$5590.00%00.0%Unchanged
S&T Bank14$5590.00%+14New
SJS Investment Consulting Inc.15$5990.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC16$6380.00%+5+45.5%Added
Heartwood Wealth Advisors LLC19$7580.00%+19New
MV Capital Management, Inc.20$7980.00%+7+53.8%Added
Spire Wealth Management20$7980.00%+20New
Guerra Advisors Inc20$7980.00%+20New
Rialto Wealth Management, LLC23$9180.00%−4−14.8%Reduced
Ogorek Anthony Joseph33$1.00K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC30$1.00K0.00%00.0%Unchanged
Cloud Capital Management, LLC26$1.00K0.00%+26New
Bare Financial Services, Inc26$1.04K0.00%−70−72.9%Reduced
Newbridge Financial Services Group, Inc.26$1.04K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC27$1.08K0.00%−19−41.3%Reduced
Mather Group, LLC.27$1.08K0.00%+27New
Raffa Wealth Management, LLC31$1.24K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.34$1.34K0.00%−2−5.6%Reduced
Cromwell Holdings LLC37$1.48K0.00%00.0%Unchanged
Bogart Wealth, LLC41$1.65K0.00%00.0%Unchanged
Bell Investment Advisors, Inc44$1.76K0.00%−13−22.8%Reduced
Cornerstone Planning Group LLC48$1.86K0.00%+3+6.7%Added
Comprehensive Financial Planning, Inc.50$2.00K0.00%00.0%Unchanged
Sachetta, LLC57$2.27K0.00%00.0%Unchanged
Zions Bancorporation, National Association62$2.47K0.00%+62New
Rossby Financial, LCC64$2.48K0.00%+46+255.6%Added
Wealth Preservation Advisors, LLC63$2.51K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC67$2.67K0.00%+67New
Tradewinds Capital Management, LLC78$3.09K0.00%+1+1.3%Added
Fortitude Family Office, LLC80$3.19K0.00%+13+19.4%Added
Thompson Investment Management, Inc.81$3.23K0.00%+81New
Caldwell Sutter Capital, Inc.85$3.39K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC88$3.51K0.00%+88New
WealthCollab, LLC92$3.67K0.00%00.0%Unchanged
Salomon & Ludwin, LLC111$4.37K0.00%+111New
Copia Wealth Management138$5.51K0.00%00.0%Unchanged
JPL Wealth Management, LLC145$5.79K0.00%+145New
Transamerica Financial Advisors, Inc.147$5.87K0.00%+147New
New England Capital Financial Advisors LLC157$6.26K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.158$6.30K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC170$6.78K0.00%+2+1.2%Added
Archer Investment Corp188$7.49K0.00%−6,496−97.2%Reduced
Godsey & Gibb Associates188$7.50K0.00%00.0%Unchanged
Bokf, NA189$7.54K0.00%+12+6.8%Added
Trust Co200$7.98K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC222$8.86K0.01%−117−34.5%Reduced
Farmers & Merchants Investments Inc225$8.98K0.00%+20+9.8%Added
Foster Dykema Cabot & Partners, LLC230$9.18K0.00%+230New
Meeder Asset Management Inc233$9.30K0.00%+233New
Anfield Capital Management, LLC240$9.58K0.00%00.0%Unchanged
Private Wealth Management Group, LLC242$9.66K0.00%00.0%Unchanged
Peoples Financial Services Corp.250$9.97K0.00%00.0%Unchanged
SWAN Capital LLC262$10.5K0.00%−139−34.7%Reduced
Banque Cantonale Vaudoise269$11.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.284$11.3K0.00%+3+1.1%Added
Friedenthal Financial300$12.0K0.01%00.0%Unchanged
T. Rowe Price Investment Management, Inc.280$12.0K0.00%+280New
Westfuller Advisors, LLC302$12.1K0.01%+302New
Hilltop National Bank325$13.0K0.00%00.0%Unchanged
Hemington Wealth Management333$13.0K0.00%−22−6.2%Reduced
Covestor Ltd314$13.0K0.01%−36−10.3%Reduced
SBI Securities Co., Ltd.333$13.3K0.00%−24−6.7%Reduced
Smallwood Wealth Investment Management, LLC334$13.3K0.01%00.0%Unchanged
Trust Co of Toledo NA350$14.0K0.00%00.0%Unchanged
Leonteq Securities AG351$14.0K0.00%+46+15.1%Added
New Millennium Group LLC352$14.1K0.01%+3+0.9%Added
Concord Wealth Partners361$14.4K0.00%+3+0.8%Added
Robbins Farley LLC375$15.0K0.01%00.0%Unchanged
Bank of New Hampshire375$15.0K0.00%00.0%Unchanged
City State Bank380$15.2K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC391$15.6K0.00%−13−3.2%Reduced
Global X Japan Co., Ltd.392$15.6K0.00%+141+56.2%Added
Caldwell Trust Co400$16.0K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.400$16.0K0.01%−100−20.0%Reduced
Larson Financial Group LLC417$16.6K0.00%−6−1.4%Reduced
Pinnacle Bancorp, Inc.423$16.9K0.00%00.0%Unchanged
McIlrath & Eck, LLC424$16.9K0.00%00.0%Unchanged
Westside Investment Management, Inc.454$17.6K0.00%+227+100.0%Added
Provenance Wealth Advisors, LLC458$18.3K0.00%00.0%Unchanged
Root Financial Partners, LLC468$18.7K0.00%+468New
Brown Brothers Harriman & Co468$18.7K0.00%00.0%Unchanged
Rise Advisors, LLC480$19.2K0.01%00.0%Unchanged
Barrett & Company, Inc.500$19.9K0.01%00.0%Unchanged
UMA Financial Services, Inc.500$19.9K0.00%+500New
Delta Asset Management LLC560$22.3K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC561$22.4K0.00%00.0%Unchanged