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 |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 306,775 | $12.2M | 0.00% | +4,552+1.5% | Added |
| Candriam Luxembourg S.C.A. | 309,405 | $12.3M | 0.06% | −12,665−3.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 329,121 | $13.1M | 0.02% | +107,269+48.4% | Added |
| Retirement Systems of Alabama | 339,104 | $13.5M | 0.04% | −20,221−5.6% | Reduced |
| DekaBank Deutsche Girozentrale | 353,836 | $13.7M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 345,785 | $13.8M | 0.00% | +62,285+22.0% | Added |
| Manufacturers Life Insurance Company, The | 346,600 | $13.8M | 0.01% | +147,392+74.0% | Added |
| Heartland Advisors Inc | 367,662 | $14.7M | 0.77% | +367,662 | New |
| Deprince Race & Zollo Inc | 369,606 | $14.7M | 0.30% | +528+0.1% | Added |
| Swedbank AB | 373,631 | $14.9M | 0.02% | +1,400+0.4% | Added |
| Public Employees Retirement Association of Colorado | 396,797 | $15.8M | 0.06% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 398,580 | $15.9M | 0.00% | +20,905+5.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 398,990 | $15.9M | 0.25% | +172,865+76.4% | Added |
| Nomura Asset Management Co Ltd | 401,370 | $16.0M | 0.04% | +219,661+120.9% | Added |
| Thematics Asset Management | 412,726 | $16.5M | 0.75% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 437,824 | $17.1M | 0.01% | +61,895+16.5% | Added |
| Aviva PLC | 432,629 | $17.3M | 0.03% | +53,434+14.1% | Added |
| Aventail Capital Group, LP | 454,461 | $18.1M | 0.86% | +40,788+9.9% | Added |
| John G Ullman & Associates Inc | 464,925 | $18.6M | 2.50% | +198,923+74.8% | Added |
| Alliancebernstein L.P. | 491,352 | $19.6M | 0.01% | +151,395+44.5% | Added |
| Beck Bode, LLC | 491,864 | $19.6M | 3.17% | +4,874+1.0% | Added |
| Flputnam Investment Management Co | 514,296 | $20.5M | 0.31% | +64,338+14.3% | Added |
| Nuveen, LLC | 541,499 | $21.6M | 0.01% | +3,792+0.7% | Added |
| Great West Life Assurance Co | 563,339 | $22.0M | 0.03% | +164,880+41.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 560,615 | $22.4M | 0.11% | +14,401+2.6% | Added |
| New York State Common Retirement Fund | 568,995 | $22.7M | 0.03% | −990−0.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 575,524 | $23.0M | 0.01% | +31,606+5.8% | Added |
| Gabelli Funds LLC | 578,350 | $23.1M | 0.16% | +33,000+6.1% | Added |
| Deutsche Bank AG | 586,430 | $23.4M | 0.01% | +11,844+2.1% | Added |
| Principal Financial Group Inc | 625,443 | $25.0M | 0.01% | −10,345−1.6% | Reduced |
| Barclays PLC | 645,515 | $25.8M | 0.01% | +305,851+90.0% | Added |
| Energy Income Partners, LLC | 727,103 | $29.0M | 0.56% | +43,712+6.4% | Added |
| Royal Bank of Canada | 783,452 | $31.3M | 0.01% | −74,321−8.7% | Reduced |
| Swiss National Bank | 808,100 | $32.2M | 0.02% | +15,800+2.0% | Added |
| GW&K Investment Management, LLC | 819,249 | $32.7M | 0.29% | +102,862+14.4% | Added |
| Bank of America Corp | 855,101 | $34.1M | 0.00% | −481,323−36.0% | Reduced |
| Rhumbline Advisers | 876,434 | $35.0M | 0.03% | +3,108+0.4% | Added |
| California State Teachers Retirement System | 886,470 | $35.4M | 0.04% | +81,635+10.1% | Added |
| California Public Employees Retirement System | 889,608 | $35.5M | 0.02% | −113,424−11.3% | Reduced |
| Kames Capital plc | 896,001 | $35.8M | 0.42% | −4,379−0.5% | Reduced |
| Gotham Asset Management, LLC | 907,809 | $36.2M | 0.16% | +569,210+168.1% | Added |
| Wells Fargo & Company | 920,502 | $36.7M | 0.01% | +308,873+50.5% | Added |
| Tandem Investment Advisors, Inc. | 948,863 | $37.9M | 1.29% | −1,121,299−54.2% | Reduced |
| ProShare Advisors LLC | 966,685 | $38.6M | 0.08% | +135,899+16.4% | Added |
| FMR LLC | 1,000,908 | $39.9M | 0.00% | −5,344−0.5% | Reduced |
| Franklin Resources Inc | 1,174,750 | $46.9M | 0.01% | +23,947+2.1% | Added |
| Epoch Investment Partners, Inc. | 1,177,961 | $47.0M | 0.26% | −7,440−0.6% | Reduced |
| UBS Group AG | 1,342,479 | $53.6M | 0.01% | −211,497−13.6% | Reduced |
| Allianz Asset Management GmbH | 1,531,560 | $61.1M | 0.08% | −115,586−7.0% | Reduced |
| AQR Capital Management LLC | 1,591,706 | $62.7M | 0.04% | +873,990+121.8% | Added |
| FIL Ltd | 1,729,184 | $69.0M | 0.05% | −28,517−1.6% | Reduced |
| Empower Advisory Group, LLC | 1,741,026 | $69.5M | 0.19% | +30,018+1.8% | Added |
| Ensign Peak Advisors, Inc | 1,792,096 | $71.5M | 0.12% | −33,863−1.9% | Reduced |
| Goldman Sachs Group Inc | 1,958,386 | $78.1M | 0.01% | +1,255,017+178.4% | Added |
| Charles Schwab Investment Management Inc | 2,029,244 | $81.0M | 0.01% | −3,118−0.2% | Reduced |
| Duff & Phelps Investment Management Co | 2,202,525 | $87.9M | 1.00% | +59,730+2.8% | Added |
| UBS Asset Management Americas Inc | 2,376,018 | $94.8M | 0.02% | −476,821−16.7% | Reduced |
| Citadel Advisors LLC | 2,506,973 | $100.0M | 0.08% | −313,118−11.1% | Reduced |
| Boston Trust Walden Corp | 2,624,985 | $104.7M | 0.77% | +80,102+3.1% | Added |
| Dimensional Fund Advisors LP | 2,661,704 | $106.2M | 0.02% | +661,115+33.0% | Added |
| Bank of New York Mellon Corp | 2,709,048 | $108.1M | 0.02% | +29,904+1.1% | Added |
| Cbre Clarion Securities LLC | 2,754,592 | $109.9M | 1.57% | +393,961+16.7% | Added |
| Northern Trust Corp | 3,164,568 | $126.3M | 0.02% | +151,427+5.0% | Added |
| Antipodes Partners Ltd | 3,211,203 | $128.1M | 2.87% | +3,211,203 | New |
| Legal & General Group Plc | 3,486,729 | $139.1M | 0.03% | −2,191−0.1% | Reduced |
| Macquarie Group Ltd | 3,531,965 | $140.9M | 0.16% | +867,089+32.5% | Added |
| Morgan Stanley | 3,667,916 | $146.3M | 0.01% | +347,474+10.5% | Added |
| Pictet Asset Management Holding SA | 3,798,390 | $151.5M | 0.15% | −1,541,038−28.9% | Reduced |
| Invesco Ltd. | 3,929,549 | $156.8M | 0.02% | +427,169+12.2% | Added |
| JPMorgan Chase & Co | 4,071,929 | $162.5M | 0.01% | +3,479,762+587.6% | Added |
| First Trust Advisors LP | 4,107,047 | $163.9M | 0.12% | −51,329−1.2% | Reduced |
| Amundi | 4,749,073 | $189.8M | 0.06% | −887,949−15.8% | Reduced |
| Geode Capital Management, LLC | 5,112,768 | $203.4M | 0.01% | +378,236+8.0% | Added |
| Nordea Investment Management AB | 8,972,565 | $354.1M | 0.31% | +1,822,306+25.5% | Added |
| Canada Pension Plan Investment Board | 11,661,095 | $465.3M | 0.33% | 00.0% | Unchanged |
| State Street Corp | 13,591,999 | $542.3M | 0.02% | +641,743+5.0% | Added |
| Vanguard Group Inc | 31,246,084 | $1.25B | 0.02% | +838,450+2.8% | Added |
| BlackRock, Inc. | 36,938,100 | $1.47B | 0.03% | +2,716,715+7.9% | Added |
| Rakuten Investment Management, Inc. | 11,549 | – | – | +11,549 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,271,201−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −642,030−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −434,672−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −425,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −275,624−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −265,997−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −229,143−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −147,774−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −147,341−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −92,733−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −86,414−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −70,943−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −64,233−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −64,058−100.0% | Sold out |
| Trillium Asset Management, LLC | 0 | $0 | 0.00% | −60,825−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −59,240−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −48,940−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −43,572−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −41,012−100.0% | Sold out |