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 |
|---|---|---|---|---|---|
| Alpine Woods Capital Investors, LLC | 75,814 | $3.02M | 0.70% | +8,185+12.1% | Added |
| State of New Jersey Common Pension Fund D | 75,984 | $3.03M | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 76,067 | $3.04M | 0.01% | +63,734+516.8% | Added |
| Mariner, LLC | 76,889 | $3.07M | 0.00% | +9,429+14.0% | Added |
| Comerica Bank | 77,128 | $3.08M | 0.01% | −478−0.6% | Reduced |
| Louisiana State Employees Retirement System | 78,100 | $3.12M | 0.05% | +5,500+7.6% | Added |
| ASR Vermogensbeheer N.V. | 79,581 | $3.18M | 0.04% | −406−0.5% | Reduced |
| Arizona State Retirement System | 82,605 | $3.30M | 0.02% | +6,101+8.0% | Added |
| Texas Yale Capital Corp. | 82,888 | $3.31M | 0.10% | +3,655+4.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 82,926 | $3.31M | 0.02% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 83,799 | $3.34M | 0.02% | +4,986+6.3% | Added |
| Agf Management Ltd | 83,733 | $3.34M | 0.01% | +5,169+6.6% | Added |
| Point72 Asset Management, L.P. | 85,250 | $3.40M | 0.01% | −1,067,402−92.6% | Reduced |
| Trexquant Investment LP | 85,767 | $3.42M | 0.04% | −43,750−33.8% | Reduced |
| Public Employees Retirement System of Ohio | 87,611 | $3.50M | 0.01% | +2,038+2.4% | Added |
| Envestnet Asset Management Inc | 87,986 | $3.51M | 0.00% | −19,419−18.1% | Reduced |
| Toronto Dominion Bank | 88,563 | $3.53M | 0.01% | +7,659+9.5% | Added |
| Yousif Capital Management, LLC | 90,526 | $3.61M | 0.04% | +790+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 91,347 | $3.71M | 0.01% | +16,677+22.3% | Added |
| Danske Bank A/S | 93,309 | $3.72M | 0.01% | −118,506−55.9% | Reduced |
| Glenmede Investment Management, LP | 94,793 | $3.78M | 0.02% | −173−0.2% | Reduced |
| South Dakota Investment Council | 95,706 | $3.82M | 0.07% | −7,300−7.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 96,200 | $3.84M | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 96,826 | $3.86M | 0.00% | +20,902+27.5% | Added |
| HSBC Holdings PLC | 97,639 | $3.89M | 0.00% | +20,297+26.2% | Added |
| Costello Asset Management, INC | 98,103 | $3.91M | 1.31% | −3,741−3.7% | Reduced |
| Sourcerock Group LLC | 99,143 | $3.96M | 0.27% | +99,143 | New |
| Citigroup Inc | 99,453 | $3.97M | 0.00% | +28,329+39.8% | Added |
| Vontobel Holding Ltd. | 99,511 | $3.97M | 0.01% | +1,622+1.7% | Added |
| HighTower Advisors, LLC | 100,720 | $4.02M | 0.00% | +4,742+4.9% | Added |
| Brown Advisory Inc | 100,804 | $4.02M | 0.01% | −219−0.2% | Reduced |
| Thrivent Financial for Lutherans | 101,022 | $4.03M | 0.01% | −38,462−27.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 101,151 | $4.04M | 0.01% | +4,415+4.6% | Added |
| AdvisorNet Financial, Inc | 101,251 | $4.04M | 0.23% | −285−0.3% | Reduced |
| Asset Management One Co.,Ltd. | 104,188 | $4.16M | 0.01% | +271+0.3% | Added |
| Swiss Life Asset Management Ltd | 104,933 | $4.19M | 0.02% | +6,395+6.5% | Added |
| First National Bank & Trust Co of Newtown | 106,085 | $4.23M | 0.80% | −1,879−1.7% | Reduced |
| Hennessy Advisors Inc | 106,200 | $4.24M | 0.15% | −16,000−13.1% | Reduced |
| Quantinno Capital Management LP | 106,864 | $4.26M | 0.01% | +35,436+49.6% | Added |
| Covea Finance | 109,400 | $4.37M | 0.15% | +43,600+66.3% | Added |
| Janney Montgomery Scott LLC | 110,888 | $4.42M | 0.01% | −2,671−2.4% | Reduced |
| Coston, McIsaac & Partners | 112,403 | $4.48M | 1.07% | +2,909+2.7% | Added |
| HM Payson & Co | 116,608 | $4.65M | 0.07% | +270+0.2% | Added |
| Tredje AP-fonden | 117,480 | $4.69M | 0.04% | −8,824−7.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 118,665 | $4.73M | 0.01% | +2,316+2.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 122,921 | $4.90M | 0.04% | +17,678+16.8% | Added |
| Guggenheim Capital LLC | 124,798 | $4.98M | 0.04% | +13,949+12.6% | Added |
| Treasurer of the State of North Carolina | 126,082 | $5.03M | 0.02% | −2,666−2.1% | Reduced |
| Cambiar Investors LLC | 126,448 | $5.05M | 0.23% | −79,300−38.5% | Reduced |
| American Century Companies Inc | 126,472 | $5.05M | 0.00% | −148−0.1% | Reduced |
| State of Tennessee, Treasury Department | 127,432 | $5.08M | 0.02% | +9,503+8.1% | Added |
| Toth Financial Advisory Corp | 127,799 | $5.10M | 0.55% | +17,504+15.9% | Added |
| Amalgamated Bank | 128,266 | $5.12M | 0.04% | +9,753+8.2% | Added |
| Mutual of America Capital Management LLC | 129,528 | $5.17M | 0.05% | +1,268+1.0% | Added |
| Hamilton Point Investment Advisors, LLC | 131,824 | $5.26M | 0.82% | +799+0.6% | Added |
| Baird Financial Group, Inc. | 132,896 | $5.30M | 0.01% | +8,035+6.4% | Added |
| Alps Advisors Inc | 133,963 | $5.35M | 0.03% | +57,689+75.6% | Added |
| NFJ Investment Group, LLC | 134,367 | $5.36M | 0.19% | −8,079−5.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 139,323 | $5.56M | 0.01% | −36,836−20.9% | Reduced |
| First Manhattan Co | 140,871 | $5.62M | 0.01% | −11,750−7.7% | Reduced |
| MetLife Investment Management | 144,154 | $5.75M | 0.03% | +4,979+3.6% | Added |
| State of Wisconsin Investment Board | 144,704 | $5.77M | 0.01% | +2,796+2.0% | Added |
| AXA Investment Managers S.A. | 148,757 | $5.94M | 0.02% | +148,757 | New |
| Abn Amro Investment Solutions | 149,359 | $5.96M | 0.12% | −71,145−32.3% | Reduced |
| BNP Paribas Arbitrage, SA | 150,844 | $6.02M | 0.00% | −160,309−51.5% | Reduced |
| TD Asset Management Inc | 152,490 | $6.08M | 0.00% | +4,514+3.1% | Added |
| Holocene Advisors, LP | 153,882 | $6.14M | 0.01% | −69,656−31.2% | Reduced |
| Bank of Montreal | 154,786 | $6.18M | 0.00% | +7,913+5.4% | Added |
| Wills Financial Group LLC | 159,483 | $6.36M | 2.61% | −1,925−1.2% | Reduced |
| APG Asset Management N.V. | 190,725 | $6.48M | 0.02% | +7,444+4.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 175,607 | $7.01M | 0.01% | +32,282+22.5% | Added |
| Standard Life Aberdeen plc | 185,171 | $7.24M | 0.01% | +28,087+17.9% | Added |
| Creative Planning | 182,352 | $7.28M | 0.01% | −15,039−7.6% | Reduced |
| The PNC Financial Services Group, Inc. | 183,976 | $7.34M | 0.00% | +277+0.2% | Added |
| Allworth Financial LP | 187,143 | $7.47M | 0.03% | −4,961−2.6% | Reduced |
| Storebrand Asset Management AS | 204,915 | $8.18M | 0.02% | +5,409+2.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 206,711 | $8.25M | 0.86% | +3,108+1.5% | Added |
| Commonwealth Equity Services, LLC | 207,908 | $8.30M | 0.01% | +166+0.1% | Added |
| Natixis Advisors, L.P. | 209,068 | $8.34M | 0.01% | +48,174+29.9% | Added |
| Magellan Asset Management Ltd | 214,023 | $8.54M | 0.10% | +14,664+7.4% | Added |
| Assenagon Asset Management S.A. | 215,240 | $8.59M | 0.01% | +61,690+40.2% | Added |
| Ostrum Asset Management | 216,190 | $8.63M | 0.39% | +150,443+228.8% | Added |
| Price T Rowe Associates Inc | 219,055 | $8.74M | 0.00% | +17,167+8.5% | Added |
| Cetera Investment Advisers | 225,602 | $9.00M | 0.01% | +171,911+320.2% | Added |
| Synergy Financial Management, LLC | 234,179 | $9.06M | 0.33% | +182,301+351.4% | Added |
| Van Eck Associates Corp | 238,856 | $9.53M | 0.01% | +71,466+42.7% | Added |
| KLP Kapitalforvaltning AS | 240,900 | $9.61M | 0.04% | +1,400+0.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 254,549 | $10.2M | 0.03% | −102,296−28.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 257,585 | $10.3M | 0.01% | +44,855+21.1% | Added |
| Russell Investments Group, Ltd. | 262,070 | $10.4M | 0.01% | +23,915+10.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 262,017 | $10.5M | 0.50% | +1,170+0.4% | Added |
| SummitTX Capital, L.P. | 265,394 | $10.6M | 0.44% | +133,071+100.6% | Added |
| Robeco Institutional Asset Management B.V. | 272,680 | $10.9M | 0.02% | +239,675+726.2% | Added |
| Maryland State Retirement & Pension System | 273,383 | $10.9M | 0.23% | +27,562+11.2% | Added |
| State Board of Administration of Florida Retirement System | 274,007 | $10.9M | 0.02% | +3,004+1.1% | Added |
| New York State Teachers Retirement System | 276,718 | $11.0M | 0.02% | +812+0.3% | Added |
| Korea Investment CORP | 281,248 | $11.2M | 0.02% | +145,919+107.8% | Added |
| Stifel Financial Corp | 286,868 | $11.4M | 0.01% | +1,233+0.4% | Added |
| Greenland Capital Management LP | 295,100 | $11.8M | 1.73% | −170,710−36.6% | Reduced |
| Renaissance Technologies LLC | 305,317 | $12.2M | 0.02% | +172,848+130.5% | Added |