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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 26,080 | $1.04M | 0.02% | +356+1.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,161 | $1.04M | 0.01% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 26,163 | $1.04M | 0.13% | 00.0% | Unchanged |
| apricus wealth, LLC | 26,262 | $1.05M | 0.57% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 26,373 | $1.05M | 0.01% | −2,660−9.2% | Reduced |
| Daiwa Securities Group Inc. | 26,591 | $1.06M | 0.00% | +487+1.9% | Added |
| Cullen Capital Management LLC | 26,704 | $1.07M | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 26,983 | $1.08M | 0.01% | +363+1.4% | Added |
| Pine Valley Investments Ltd Liability Co | 27,058 | $1.08M | 0.06% | +601+2.3% | Added |
| Vise Technologies, Inc. | 27,214 | $1.09M | 0.04% | +1,412+5.5% | Added |
| Commerzbank Aktiengesellschaft | 27,263 | $1.09M | 0.02% | +27,263 | New |
| Kestra Advisory Services, LLC | 27,328 | $1.09M | 0.00% | −2,070−7.0% | Reduced |
| Voya Investment Management LLC | 27,363 | $1.09M | 0.00% | −7,626−21.8% | Reduced |
| Philadelphia Trust Co | 27,464 | $1.10M | 0.08% | −166−0.6% | Reduced |
| Inspire Advisors, LLC | 27,834 | $1.11M | 0.11% | +10,404+59.7% | Added |
| Moors & Cabot, Inc. | 29,567 | $1.18M | 0.05% | +1,644+5.9% | Added |
| State of Alaska, Department of Revenue | 29,925 | $1.19M | 0.01% | +1,009+3.5% | Added |
| Captrust Financial Advisors | 30,344 | $1.21M | 0.00% | +7,088+30.5% | Added |
| Lee Financial Co | 30,504 | $1.22M | 0.15% | +3,838+14.4% | Added |
| Susquehanna International Group, LLP | 31,074 | $1.24M | 0.00% | +9,643+45.0% | Added |
| OP Asset Management Ltd | 31,186 | $1.24M | 0.02% | −8,368−21.2% | Reduced |
| Addison Capital Co | 32,490 | $1.30M | 0.38% | +256+0.8% | Added |
| Pathway Financial Advisers, LLC | 32,518 | $1.30M | 0.38% | +337+1.0% | Added |
| Spirit of America Management Corp | 32,600 | $1.30M | 0.26% | +4,250+15.0% | Added |
| Northwest & Ethical Investments L.P. | 32,627 | $1.30M | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 33,043 | $1.32M | 0.02% | −28,013−45.9% | Reduced |
| Millennium Management LLC | 33,466 | $1.34M | 0.00% | −762,350−95.8% | Reduced |
| Neuberger Berman Group LLC | 34,501 | $1.38M | 0.00% | +3,416+11.0% | Added |
| Nissay Asset Management Corp | 35,293 | $1.41M | 0.01% | +2,357+7.2% | Added |
| O'Shaughnessy Asset Management, LLC | 35,336 | $1.41M | 0.01% | −456−1.3% | Reduced |
| Investors Research Corp | 35,350 | $1.41M | 0.26% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 35,552 | $1.42M | 0.01% | −59,683−62.7% | Reduced |
| GWM Advisors LLC | 35,582 | $1.42M | 0.01% | +6,549+22.6% | Added |
| Credit Agricole S A | 35,878 | $1.43M | 0.00% | +35,878 | New |
| Mediolanum International Funds Ltd | 36,959 | $1.45M | 0.02% | +23,841+181.7% | Added |
| Teacher Retirement System of Texas | 36,716 | $1.46M | 0.01% | −3,024−7.6% | Reduced |
| Pathstone Holdings, LLC | 36,909 | $1.47M | 0.01% | −820−2.2% | Reduced |
| Atria Investments LLC | 37,630 | $1.50M | 0.02% | +18,280+94.5% | Added |
| Advisors Asset Management, Inc. | 37,663 | $1.50M | 0.03% | +8,652+29.8% | Added |
| Sequoia Financial Advisors, LLC | 37,727 | $1.51M | 0.01% | +7,822+26.2% | Added |
| Generali Asset Management SPA SGR | 38,818 | $1.55M | 0.03% | +1,073+2.8% | Added |
| Agp Franklin, LLC | 38,857 | $1.55M | 0.76% | +347+0.9% | Added |
| Ninepoint Partners LP | 38,999 | $1.56M | 0.21% | +38,999 | New |
| Northwestern Mutual Wealth Management Co | 39,141 | $1.56M | 0.00% | +6,498+19.9% | Added |
| Clear Harbor Asset Management, LLC | 39,579 | $1.58M | 0.11% | −375−0.9% | Reduced |
| BTG Pactual Asset Management US LLC | 40,112 | $1.60M | 0.19% | −59,374−59.7% | Reduced |
| CWM, LLC | 40,152 | $1.60M | 0.00% | +24,465+156.0% | Added |
| British Columbia Investment Management Corp | 40,321 | $1.61M | 0.01% | −847−2.1% | Reduced |
| J.W. Cole Advisors, Inc. | 40,897 | $1.63M | 0.03% | −154−0.4% | Reduced |
| Radnor Capital Management, LLC | 41,020 | $1.64M | 0.25% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 41,166 | $1.64M | 0.00% | +7,102+20.8% | Added |
| Steward Partners Investment Advisory, LLC | 41,290 | $1.65M | 0.01% | +665+1.6% | Added |
| Victory Capital Management Inc | 41,859 | $1.67M | 0.00% | −5,520−11.7% | Reduced |
| JustInvest LLC | 42,294 | $1.69M | 0.02% | −571−1.3% | Reduced |
| Raiffeisen Bank International AG | 43,145 | $1.69M | 0.02% | +13,598+46.0% | Added |
| Bryn Mawr Trust Co | 42,638 | $1.70M | 0.04% | −3,376−7.3% | Reduced |
| First National Corp | 45,318 | $1.76M | 0.33% | −2,230−4.7% | Reduced |
| Kempen Capital Management N.V. | 44,988 | $1.80M | 0.02% | +1,199+2.7% | Added |
| Weaver C. Barksdale & Associates, Inc. | 45,086 | $1.80M | 1.73% | −2,892−6.0% | Reduced |
| CenterBook Partners LP | 46,035 | $1.84M | 0.09% | −12,861−21.8% | Reduced |
| Utah Retirement Systems | 46,226 | $1.84M | 0.02% | +3,534+8.3% | Added |
| Intech Investment Management LLC | 46,334 | $1.85M | 0.02% | +16,863+57.2% | Added |
| Brevan Howard Capital Management LP | 46,359 | $1.85M | 0.03% | +21,516+86.6% | Added |
| Nisa Investment Advisors, LLC | 47,224 | $1.88M | 0.01% | −9,988−17.5% | Reduced |
| Secure Asset Management, LLC | 48,847 | $1.90M | 0.31% | +14,384+41.7% | Added |
| Xponance, Inc. | 47,629 | $1.90M | 0.02% | +2,987+6.7% | Added |
| Shelton Capital Management | 47,676 | $1.90M | 0.04% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 47,957 | $1.91M | 0.00% | +47,957 | New |
| M&T Bank Corp | 49,301 | $1.97M | 0.01% | +8,339+20.4% | Added |
| Advisor Group Holdings, Inc. | 49,905 | $1.98M | 0.00% | +12,835+34.6% | Added |
| Mercer Global Advisors Inc | 51,035 | $2.04M | 0.00% | +13,784+37.0% | Added |
| Prudential Financial Inc | 52,550 | $2.10M | 0.00% | −1,270−2.4% | Reduced |
| Bridgewater Advisors Inc. | 54,647 | $2.12M | 0.15% | +224+0.4% | Added |
| New Mexico Educational Retirement Board | 53,400 | $2.13M | 0.07% | +4,600+9.4% | Added |
| BLB&B Advisors, LLC | 54,515 | $2.18M | 0.09% | −608−1.1% | Reduced |
| Engineers Gate Manager LP | 54,645 | $2.18M | 0.02% | +15,886+41.0% | Added |
| Verition Fund Management LLC | 54,984 | $2.19M | 0.01% | −510,533−90.3% | Reduced |
| Warren Averett Asset Management, LLC | 55,461 | $2.21M | 0.02% | +2,160+4.1% | Added |
| Oregon Public Employees Retirement Fund | 56,450 | $2.25M | 0.03% | +3,976+7.6% | Added |
| Cerity Partners LLC | 56,884 | $2.27M | 0.00% | +20,312+55.5% | Added |
| Elo Mutual Pension Insurance Co | 57,388 | $2.29M | 0.04% | +27,008+88.9% | Added |
| RWC Asset Management LLP | 58,349 | $2.33M | 0.11% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 59,229 | $2.36M | 0.51% | −6,797−10.3% | Reduced |
| Exchange Traded Concepts, LLC | 59,675 | $2.38M | 0.02% | −4,427−6.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 62,515 | $2.49M | 0.04% | +4,931+8.6% | Added |
| Kennedy Capital Management, Inc. | 64,033 | $2.55M | 0.06% | −2,301−3.5% | Reduced |
| Arcadia Investment Management Corp | 66,250 | $2.64M | 0.41% | +4,050+6.5% | Added |
| DnB Asset Management AS | 67,180 | $2.68M | 0.01% | +6,631+11.0% | Added |
| Horizon Investments, LLC | 68,335 | $2.70M | 0.04% | +68,335 | New |
| Prudential PLC | 68,411 | $2.73M | 0.02% | +58,301+576.7% | Added |
| IFM Investors Pty Ltd | 70,781 | $2.73M | 0.02% | +782+1.1% | Added |
| Ameritas Investment Partners, Inc. | 70,375 | $2.81M | 0.09% | +1,014+1.5% | Added |
| Aurora Investment Counsel | 70,401 | $2.81M | 1.47% | −191−0.3% | Reduced |
| SG Americas Securities, LLC | 70,978 | $2.83M | 0.01% | −63,236−47.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 71,819 | $2.87M | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 72,557 | $2.90M | 0.18% | −5,462−7.0% | Reduced |
| State of Michigan Retirement System | 74,171 | $2.96M | 0.01% | +4,800+6.9% | Added |
| Forsta Ap-Fonden | 74,500 | $2.97M | 0.02% | +10,300+16.0% | Added |
| Federation des caisses Desjardins du Quebec | 74,611 | $2.98M | 0.01% | +22,365+42.8% | Added |
| Private Advisor Group, LLC | 74,946 | $2.99M | 0.01% | −1,831−2.4% | Reduced |