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 |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 5,885 | $234.8K | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,911 | $235.9K | 0.01% | −33−0.6% | Reduced |
| Sowell Financial Services LLC | 5,923 | $236.3K | 0.01% | −184−3.0% | Reduced |
| Romano Brothers and Company | 5,928 | $236.5K | 0.03% | +5,928 | New |
| Charter Research & Investment Group, Inc. | 5,930 | $236.6K | 0.16% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,932 | $236.7K | 0.01% | +5,932 | New |
| Modera Wealth Management, LLC | 5,986 | $238.9K | 0.00% | −6,355−51.5% | Reduced |
| Cozad Asset Management Inc | 6,000 | $239.4K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,073 | $242.0K | 0.02% | −1,748−22.4% | Reduced |
| Journey Strategic Wealth LLC | 6,125 | $244.4K | 0.01% | +6,125 | New |
| Richard C. Young & CO., LTD. | 6,153 | $245.5K | 0.02% | +6,153 | New |
| Sigma Planning Corp | 6,205 | $247.6K | 0.01% | −301−4.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 6,228 | $248.0K | 0.04% | −120−1.9% | Reduced |
| MidWestOne Financial Group, Inc. | 6,250 | $249.4K | 0.03% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,250 | $249.4K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,256 | $249.6K | 0.01% | +6,256 | New |
| Equitable Holdings, Inc. | 6,280 | $250.6K | 0.00% | −196−3.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,305 | $251.6K | 0.00% | +765+13.8% | Added |
| MAI Capital Management | 6,318 | $252.1K | 0.00% | −75−1.2% | Reduced |
| Anchor Investment Management, LLC | 6,332 | $252.7K | 0.02% | −516−7.5% | Reduced |
| Greenleaf Trust | 6,340 | $253.0K | 0.00% | −7−0.1% | Reduced |
| New Age Alpha Advisors, LLC | 6,341 | $253.0K | 0.01% | +4,624+269.3% | Added |
| Syon Capital LLC | 6,392 | $255.0K | 0.01% | +6,392 | New |
| PTM Wealth Management, LLC | 6,387 | $255.9K | 0.15% | +54+0.9% | Added |
| Phoenix Holdings Ltd. | 6,451 | $257.6K | 0.00% | −1,407−17.9% | Reduced |
| Ascent Group, LLC | 6,593 | $263.1K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 6,706 | $267.6K | 0.00% | +118+1.8% | Added |
| Northstar Asset Management LLC | 6,750 | $269.3K | 0.06% | 00.0% | Unchanged |
| Kennedy Investment Group | 6,775 | $270.3K | 0.11% | +25+0.4% | Added |
| We Are One Seven, LLC | 6,792 | $271.0K | 0.01% | +6,792 | New |
| Advisors Capital Management, LLC | 6,819 | $272.1K | 0.00% | +29+0.4% | Added |
| MML Investors Services, LLC | 6,904 | $275.5K | 0.00% | +6,904 | New |
| Cetera Trust Company, N.A | 6,920 | $276.1K | 0.15% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 6,835 | $277.2K | 0.17% | 00.0% | Unchanged |
| Intrua Financial, LLC | 6,979 | $278.4K | 0.03% | −1,303−15.7% | Reduced |
| SeaCrest Wealth Management, LLC | 6,810 | $279.5K | 0.03% | −575−7.8% | Reduced |
| RTD Financial Advisors, Inc. | 7,103 | $283.4K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,120 | $284.1K | 0.00% | −368−4.9% | Reduced |
| Frank, Rimerman Advisors LLC | 7,127 | $284.4K | 0.02% | −1,117−13.5% | Reduced |
| Integrated Wealth Concepts LLC | 7,220 | $288.1K | 0.00% | +7,220 | New |
| Whalen Wealth Management Inc. | 7,263 | $289.8K | 0.17% | +7,263 | New |
| Tower Research Capital LLC (TRC) | 7,314 | $291.8K | 0.01% | +1,291+21.4% | Added |
| Merit Financial Group, LLC | 7,396 | $295.1K | 0.00% | +7,396 | New |
| Assetmark, Inc | 7,459 | $297.6K | 0.00% | +2,985+66.7% | Added |
| Birch Hill Investment Advisors LLC | 7,484 | $298.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 7,537 | $300.7K | 0.00% | 00.0% | Unchanged |
| GSG Advisors LLC | 7,797 | $302.7K | 0.08% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,596 | $303.1K | 0.01% | +7,596 | New |
| AIA Group Ltd | 7,636 | $304.7K | 0.01% | +7,636 | New |
| Modern Wealth Management, LLC | 7,780 | $310.4K | 0.01% | +1,489+23.7% | Added |
| Pallas Capital Advisors LLC | 7,846 | $313.1K | 0.01% | +7,846 | New |
| Armstrong Advisory Group, Inc | 7,924 | $316.2K | 0.02% | +85+1.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,035 | $320.6K | 0.11% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 8,114 | $323.7K | 0.10% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 8,345 | $333.0K | 0.07% | −5,272−38.7% | Reduced |
| GAMMA Investing LLC | 8,361 | $333.6K | 0.02% | +3,614+76.1% | Added |
| HBK Sorce Advisory LLC | 8,292 | $337.2K | 0.01% | +139+1.7% | Added |
| Janus Henderson Group PLC | 8,466 | $337.9K | 0.00% | −224,700−96.4% | Reduced |
| Great Valley Advisor Group, Inc. | 8,546 | $341.0K | 0.01% | +31+0.4% | Added |
| Signaturefd, LLC | 8,631 | $344.4K | 0.01% | +768+9.8% | Added |
| Apella Capital, LLC | 8,346 | $345.0K | 0.01% | +259+3.2% | Added |
| Schroder Investment Management Group | 8,679 | $346.3K | 0.00% | +8,679 | New |
| Continuum Advisory, LLC | 8,715 | $347.7K | 0.04% | −8,658−49.8% | Reduced |
| Glenview Trust Co | 8,724 | $348.1K | 0.01% | +1,746+25.0% | Added |
| Procyon Private Wealth Partners, LLC | 8,746 | $349.0K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 8,787 | $350.6K | 0.00% | −5,383−38.0% | Reduced |
| First Affirmative Financial Network | 8,860 | $353.5K | 0.17% | +126+1.4% | Added |
| Oppenheimer & Co Inc | 8,918 | $355.8K | 0.00% | +207+2.4% | Added |
| NorthRock Partners, LLC | 9,010 | $359.5K | 0.01% | +2,911+47.7% | Added |
| Hantz Financial Services, Inc. | 9,025 | $360.0K | 0.01% | +6,031+201.4% | Added |
| Vestcor Inc | 9,259 | $369.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9,288 | $370.6K | 0.05% | −139−1.5% | Reduced |
| Omers Administration Corp | 9,312 | $371.5K | 0.00% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 9,337 | $372.5K | 0.14% | +9,337 | New |
| Mendel Money Management | 9,440 | $376.7K | 0.16% | +50+0.5% | Added |
| Allstate Corp | 9,465 | $377.7K | 0.01% | +9,465 | New |
| Capstone Investment Advisors, LLC | 9,516 | $379.7K | 0.00% | +9,516 | New |
| Hennion & Walsh Asset Management, Inc. | 9,642 | $384.7K | 0.01% | −38−0.4% | Reduced |
| Commerce Bank | 9,664 | $385.6K | 0.00% | +67+0.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 9,791 | $390.7K | 0.22% | +9,791 | New |
| CIBC Bancorp USA Inc. | 10,052 | $401.1K | 0.00% | +10,052 | New |
| Institute for Wealth Management, LLC. | 10,062 | $401.5K | 0.04% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 10,110 | $403.4K | 0.01% | −49,009−82.9% | Reduced |
| Verus Wealth Management, LLC | 10,137 | $404.5K | 0.38% | +86+0.9% | Added |
| Wexford Capital LP | 10,245 | $408.8K | 0.12% | −23,319−69.5% | Reduced |
| DRW Securities, LLC | 10,381 | $414.5K | 0.02% | +1,152+12.5% | Added |
| Kovitz Investment Group Partners, LLC | 10,416 | $415.6K | 0.00% | +10,416 | New |
| BKD Wealth Advisors, LLC | 10,453 | $417.1K | 0.01% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 10,500 | $418.9K | 0.03% | −240−2.2% | Reduced |
| Caxton Associates LLP | 10,557 | $421.2K | 0.01% | +10,557 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 10,679 | $426.0K | 0.00% | −128−1.2% | Reduced |
| Gulf International Bank (UK) Ltd | 10,690 | $427.0K | 0.01% | −464−4.2% | Reduced |
| United Capital Financial Advisers, LLC | 10,708 | $427.3K | 0.00% | +498+4.9% | Added |
| Dorsey & Whitney Trust CO LLC | 10,715 | $427.5K | 0.02% | −339−3.1% | Reduced |
| Atomi Financial Group, Inc. | 10,810 | $431.3K | 0.01% | −1,721−13.7% | Reduced |
| MQS Management LLC | 10,842 | $432.6K | 0.25% | +10,842 | New |
| Coastal Bridge Advisors, LLC | 10,857 | $433.2K | 0.03% | −108−1.0% | Reduced |
| Independent Advisor Alliance | 10,969 | $437.7K | 0.01% | −813−6.9% | Reduced |
| Simplex Trading, LLC | 11,023 | $439.0K | 0.01% | −6,272−36.3% | Reduced |
| Rockefeller Capital Management L.P. | 11,023 | $439.8K | 0.00% | −688−5.9% | Reduced |