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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 564 | $22.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 600 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 588 | $23.5K | 0.00% | +5+0.9% | Added |
| Darwin Advisors, LLC | 606 | $24.2K | 0.01% | +381+169.3% | Added |
| Strategic Investment Solutions, Inc. | 619 | $24.7K | 0.01% | +5+0.8% | Added |
| Colonial Trust Advisors | 625 | $24.9K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 625 | $24.9K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $26.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 666 | $26.6K | 0.00% | 00.0% | Unchanged |
| American National Bank | 671 | $26.8K | 0.00% | +671 | New |
| Point72 Europe (London) LLP | 684 | $27.3K | 0.00% | +684 | New |
| South State Corp. | 701 | $28.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 705 | $28.1K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 720 | $28.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 733 | $29.2K | 0.00% | +675+1,163.8% | Added |
| Parkside Financial Bank & Trust | 743 | $29.6K | 0.00% | +2+0.3% | Added |
| Piscataqua Savings Bank | 750 | $29.9K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 753 | $30.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 771 | $30.8K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $31.9K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $32.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 825 | $32.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 826 | $33.0K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 848 | $33.8K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 875 | $34.9K | 0.00% | −127−12.7% | Reduced |
| Sound Income Strategies, LLC | 873 | $35.3K | 0.00% | −1,808−67.4% | Reduced |
| Chelsea Counsel Co | 900 | $35.9K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $39.9K | 0.01% | −250−20.0% | Reduced |
| IFP Advisors, Inc | 1,091 | $43.5K | 0.00% | +8+0.7% | Added |
| Orion Capital Management LLC | 1,125 | $44.9K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,114 | $45.0K | 0.00% | +338+43.6% | Added |
| True Wealth Design, LLC | 1,213 | $48.4K | 0.01% | +710+141.2% | Added |
| Byrne Asset Management LLC | 1,240 | $49.5K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,245 | $49.7K | 0.00% | +1,245 | New |
| Quest Partners LLC | 1,284 | $51.2K | 0.00% | +1,284 | New |
| Tower View Investment Management & Research LLC | 1,353 | $54.0K | 0.03% | −673−33.2% | Reduced |
| Blume Capital Management, Inc. | 1,375 | $54.9K | 0.01% | −572−29.4% | Reduced |
| Truvestments Capital LLC | 1,405 | $56.1K | 0.01% | −10−0.7% | Reduced |
| Versant Capital Management, Inc | 1,432 | $57.1K | 0.01% | +863+151.7% | Added |
| TD Waterhouse Canada Inc. | 1,482 | $57.5K | 0.00% | −565−27.6% | Reduced |
| CoreCap Advisors, LLC | 1,445 | $57.7K | 0.00% | +7+0.5% | Added |
| Atlantic Trust, LLC | 1,500 | $59.9K | 0.01% | −256−14.6% | Reduced |
| Smartleaf Asset Management LLC | 1,618 | $63.3K | 0.00% | +1,168+259.6% | Added |
| Asset Dedication, LLC | 1,677 | $66.9K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 1,693 | $67.6K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $67.6K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,766 | $70.5K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,866 | $74.5K | 0.00% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 1,972 | $77.1K | 0.00% | +1,972 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $80.0K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,007 | $80.1K | 0.00% | +104+5.5% | Added |
| Essential Partners LLC | 2,014 | $80.4K | 0.03% | +1,931+2,326.5% | Added |
| Alpine Bank Wealth Management | 2,082 | $83.1K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,153 | $85.9K | 0.00% | +626+41.0% | Added |
| GPS Wealth Strategies Group, LLC | 2,338 | $93.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,416 | $96.4K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,447 | $98.0K | 0.00% | −1,473−37.6% | Reduced |
| Crews Bank & Trust | 2,473 | $98.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 2,476 | $98.8K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,584 | $103.1K | 0.01% | +535+26.1% | Added |
| Massmutual Trust Co FSB | 2,645 | $105.5K | 0.00% | +105+4.1% | Added |
| Harbour Investments, Inc. | 2,742 | $109.4K | 0.00% | +2+0.1% | Added |
| EverSource Wealth Advisors, LLC | 2,816 | $112.4K | 0.00% | +69+2.5% | Added |
| Grey Fox Wealth Advisors, LLC | 2,891 | $115.4K | 0.02% | +2,891 | New |
| Global Retirement Partners, LLC | 2,932 | $117.0K | 0.00% | −195−6.2% | Reduced |
| Trust Co of Vermont | 3,020 | $120.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 3,130 | $123.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,120 | $124.5K | 0.00% | +151+5.1% | Added |
| Hanson & Doremus Investment Management | 3,142 | $125.0K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 3,412 | $136.1K | 0.06% | +3,412 | New |
| Parallel Advisors, LLC | 3,710 | $148.0K | 0.00% | +1,199+47.7% | Added |
| Umb Bank N A | 3,730 | $148.8K | 0.00% | +569+18.0% | Added |
| BFSG, LLC | 3,869 | $154.4K | 0.01% | +1,847+91.3% | Added |
| Siemens Fonds Invest GmbH | 3,892 | $155.3K | 0.01% | +466+13.6% | Added |
| Advisory Services Network, LLC | 3,933 | $156.9K | 0.00% | +3,933 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 4,300 | $171.6K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,743 | $189.0K | 0.01% | +4+0.1% | Added |
| Charter Trust Co | 5,068 | $202.2K | 0.01% | +5,068 | New |
| Caerus Investment Advisors, LLC | 5,081 | $202.7K | 0.08% | +5,081 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,179 | $205.5K | 0.00% | +5,179 | New |
| Ledgewood Wealth Advisors, LLC | 5,206 | $207.7K | 0.12% | +5,206 | New |
| Univest Financial Corp | 5,229 | $208.6K | 0.01% | +5,229 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,300 | $211.5K | 0.01% | −2,800−34.6% | Reduced |
| MONECO Advisors, LLC | 5,316 | $212.1K | 0.02% | +5,316 | New |
| Eastern Bank | 5,317 | $212.1K | 0.00% | +365+7.4% | Added |
| TCG Advisory Services, LLC | 5,332 | $212.7K | 0.01% | +5,332 | New |
| Lowe Brockenbrough & Co Inc | 5,350 | $213.5K | 0.01% | +5,350 | New |
| EWG Elevate Inc. | 5,357 | $213.7K | 0.07% | −159−2.9% | Reduced |
| Huntington National Bank | 5,365 | $214.1K | 0.00% | −132−2.4% | Reduced |
| Certior Financial Group, LLC | 5,366 | $214.1K | 0.15% | +5,366 | New |
| Jane Street Group, LLC | 5,493 | $219.2K | 0.00% | −590,122−99.1% | Reduced |
| Krilogy Financial LLC | 5,524 | $219.2K | 0.01% | +5,524 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,559 | $221.8K | 0.03% | +24+0.4% | Added |
| Vident Advisory, LLC | 5,572 | $222.3K | 0.00% | +31+0.6% | Added |
| Clark Capital Management Group, Inc. | 5,606 | $223.7K | 0.00% | 00.0% | Unchanged |
| Seeds Investor LLC | 5,636 | $224.9K | 0.05% | −1,363−19.5% | Reduced |
| Tower Wealth Partners, Inc. | 5,649 | $225.4K | 0.12% | −358−6.0% | Reduced |
| W.H. Cornerstone Investments Inc. | 5,683 | $226.8K | 0.14% | −84−1.5% | Reduced |
| TD Private Client Wealth LLC | 5,712 | $227.9K | 0.01% | +351+6.5% | Added |
| Tred Avon Family Wealth, LLC | 5,803 | $231.5K | 0.08% | +5,803 | New |