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 |
|---|---|---|---|---|---|
| EagleClaw Capital Managment, LLC | 11,052 | $441.0K | 0.06% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 11,074 | $441.9K | 0.13% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 11,084 | $442.3K | 0.09% | −542−4.7% | Reduced |
| Graham Capital Management, L.P. | 11,247 | $448.8K | 0.02% | +11,247 | New |
| Severin Investments, LLC | 11,265 | $449.5K | 0.40% | +11,265 | New |
| ELCO Management Co., LLC | 11,302 | $450.9K | 0.24% | −1,594−12.4% | Reduced |
| Farther Finance Advisors, LLC | 11,389 | $454.4K | 0.01% | +4,481+64.9% | Added |
| WealthTrust Axiom LLC | 11,420 | $455.7K | 0.12% | −628−5.2% | Reduced |
| Farmers Trust Co | 11,493 | $458.6K | 0.08% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 11,631 | $464.1K | 0.02% | +3,554+44.0% | Added |
| Quaker Wealth Management, LLC | 11,768 | $469.5K | 0.15% | −491−4.0% | Reduced |
| Royal London Asset Management Ltd | 11,785 | $470.2K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,856 | $473.0K | 0.00% | −214−1.8% | Reduced |
| Pullen Investment Management, LLC | 11,992 | $478.5K | 0.26% | −147−1.2% | Reduced |
| Landscape Capital Management, L.L.C. | 12,054 | $481.0K | 0.03% | +12,054 | New |
| Keybank National Association | 12,201 | $486.8K | 0.00% | −2,929−19.4% | Reduced |
| denkapparat Operations GmbH | 12,528 | $499.9K | 0.32% | +12,528 | New |
| Tokio Marine Asset Management Co Ltd | 12,661 | $505.2K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 12,729 | $507.9K | 0.14% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 12,784 | $510.1K | 0.46% | +3,100+32.0% | Added |
| Mitchell Sinkler & Starr | 12,824 | $511.7K | 0.23% | −343−2.6% | Reduced |
| First Citizens Bank & Trust Co | 13,036 | $520.1K | 0.01% | +287+2.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,104 | $522.8K | 0.00% | −1,232−8.6% | Reduced |
| Investment Management Corp of Ontario | 13,237 | $528.2K | 0.01% | +6,816+106.2% | Added |
| Nomura Holdings Inc | 13,296 | $530.5K | 0.00% | +603+4.8% | Added |
| Red Door Wealth Management, LLC | 13,523 | $539.6K | 0.06% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 13,608 | $543.0K | 0.01% | +676+5.2% | Added |
| Meeder Advisory Services, Inc. | 13,758 | $548.9K | 0.03% | +798+6.2% | Added |
| Peoples Bank | 14,003 | $558.7K | 0.56% | −1,583−10.2% | Reduced |
| US Bancorp | 14,078 | $561.7K | 0.00% | −1,101−7.3% | Reduced |
| HB Wealth Management, LLC | 14,121 | $563.5K | 0.00% | +14,121 | New |
| Whittier Trust Co of Nevada Inc | 14,370 | $565.9K | 0.01% | −42−0.3% | Reduced |
| Resurgent Financial Advisors LLC | 14,413 | $575.1K | 0.28% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 15,521 | $576.5K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 14,462 | $577.0K | 0.02% | +13,400+1,261.8% | Added |
| D.A. Davidson & Co. | 14,769 | $589.3K | 0.00% | +9+0.1% | Added |
| Everett Harris & Co | 15,000 | $598.5K | 0.01% | 00.0% | Unchanged |
| Chesapeake Capital Corp | 15,204 | $606.6K | 0.54% | +15,204 | New |
| Wiley Bros.-Aintree Capital, LLC | 15,423 | $615.4K | 0.00% | +8,793+132.6% | Added |
| Loudon Investment Management, LLC | 15,463 | $617.0K | 0.32% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 15,532 | $619.7K | 0.01% | +9,310+149.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 15,556 | $620.7K | 0.01% | +4,347+38.8% | Added |
| First Pacific Financial | 15,650 | $624.4K | 0.09% | −52−0.3% | Reduced |
| Sanctuary Advisors, LLC | 15,673 | $625.4K | 0.00% | −2,697−14.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 15,767 | $629.1K | 0.00% | +2,454+18.4% | Added |
| Inceptionr LLC | 15,855 | $632.6K | 0.15% | −260−1.6% | Reduced |
| Ingalls & Snyder LLC | 15,891 | $634.0K | 0.02% | −212−1.3% | Reduced |
| Westerkirk Capital Inc. | 15,900 | $634.4K | 0.07% | 00.0% | Unchanged |
| Everence Capital Management Inc | 15,970 | $637.0K | 0.04% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 16,089 | $642.0K | 0.03% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 16,430 | $642.7K | 0.01% | −1,606−8.9% | Reduced |
| Toroso Investments, LLC | 16,336 | $651.8K | 0.00% | −25−0.2% | Reduced |
| CIBC Asset Management Inc | 16,646 | $664.2K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 16,806 | $670.5K | 0.00% | +447+2.7% | Added |
| Entropy Technologies, LP | 17,044 | $680.1K | 0.05% | +17,044 | New |
| Smithfield Trust Co | 17,269 | $689.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 17,275 | $689.3K | 0.03% | +291+1.7% | Added |
| Sterling Capital Management LLC | 17,339 | $691.8K | 0.01% | −1,008−5.5% | Reduced |
| Lindenwold Advisors | 17,405 | $694.5K | 0.33% | +9,943+133.2% | Added |
| KBC Group NV | 17,554 | $700.0K | 0.00% | 00.0% | Unchanged |
| Blossom Wealth Management | 17,760 | $708.6K | 1.14% | +75+0.4% | Added |
| Foundations Investment Advisors, LLC | 17,850 | $712.2K | 0.01% | +34+0.2% | Added |
| Central Trust Co | 17,869 | $713.0K | 0.01% | −8,557−32.4% | Reduced |
| Crossmark Global Holdings, Inc. | 18,098 | $722.1K | 0.01% | +14+0.1% | Added |
| Magnetar Financial LLC | 18,145 | $724.0K | 0.00% | +18,145 | New |
| Brighton Jones LLC | 18,182 | $725.5K | 0.02% | +4,699+34.9% | Added |
| Quadrant Capital Group LLC | 18,183 | $725.5K | 0.02% | −297−1.6% | Reduced |
| Rothschild Investment LLC | 18,499 | $738.1K | 0.04% | −1,025−5.2% | Reduced |
| AMF Pensionsforsakring AB | 18,594 | $741.9K | 0.00% | −105,502−85.0% | Reduced |
| QRG Capital Management, Inc. | 18,668 | $744.8K | 0.01% | +2,043+12.3% | Added |
| Penobscot Investment Management Company, Inc. | 18,975 | $757.1K | 0.06% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19,209 | $766.4K | 0.10% | +23+0.1% | Added |
| Summit Financial, LLC | 19,976 | $797.0K | 0.01% | +19,976 | New |
| Fiduciary Trust Co | 20,140 | $803.6K | 0.01% | +2,710+15.5% | Added |
| Aristotle Capital Boston, LLC | 20,655 | $824.2K | 0.04% | +20,655 | New |
| Holos Integrated Wealth LLC | 20,455 | $832.7K | 0.49% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 21,005 | $838.1K | 0.02% | +1,364+6.9% | Added |
| Axxcess Wealth Management, LLC | 21,065 | $840.5K | 0.02% | −248−1.2% | Reduced |
| CIBC Private Wealth Group, LLC | 21,122 | $842.8K | 0.00% | +758+3.7% | Added |
| Aspire Private Capital, LLC | 21,176 | $844.9K | 0.19% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 21,258 | $848.2K | 0.00% | +716+3.5% | Added |
| CWM Advisors, LLC | 21,408 | $854.2K | 0.08% | +6,761+46.2% | Added |
| Carnegie Capital Asset Management, LLC | 22,033 | $879.1K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 22,065 | $880.4K | 0.00% | −1,946−8.1% | Reduced |
| Haverford Trust Co | 22,091 | $881.4K | 0.01% | −2,004−8.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 22,184 | $885.1K | 0.13% | +17,457+369.3% | Added |
| SRS Capital Advisors, Inc. | 22,198 | $885.7K | 0.01% | +21,656+3,995.6% | Added |
| Truist Financial Corp | 22,688 | $905.2K | 0.00% | −4,054−15.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 22,961 | $916.1K | 0.53% | 00.0% | Unchanged |
| Key Financial Inc | 23,759 | $922.3K | 0.17% | +41+0.2% | Added |
| Boothbay Fund Management, LLC | 23,650 | $943.6K | 0.02% | +17,809+304.9% | Added |
| Lido Advisors, LLC | 23,923 | $954.5K | 0.00% | −44−0.2% | Reduced |
| Gitterman Wealth Management, LLC | 23,933 | $954.9K | 0.22% | +11,972+100.1% | Added |
| Koss-Olinger Consulting, LLC | 26,786 | $995.0K | 0.08% | −30−0.1% | Reduced |
| Colony Group, LLC | 25,495 | $1.01M | 0.00% | −316−1.2% | Reduced |
| Bank of Nova Scotia | 25,363 | $1.01M | 0.00% | +5,587+28.3% | Added |
| Ethic Inc. | 25,489 | $1.02M | 0.02% | +1,808+7.6% | Added |
| Sterling Investment Advisors, Ltd. | 25,808 | $1.03M | 0.20% | 00.0% | Unchanged |
| Community Bank, N.A. | 25,968 | $1.04M | 0.13% | +1,262+5.1% | Added |
| Blackhill Capital Inc | 26,041 | $1.04M | 0.05% | 00.0% | Unchanged |