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 |
|---|---|---|---|---|---|
| Man Group plc | 0 | $0 | 0.00% | −35,999−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −34,514−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −33,680−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −27,255−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −24,612−100.0% | Sold out |
| CoreCommodity Management, LLC | 0 | $0 | 0.00% | −23,996−100.0% | Sold out |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −23,844−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −23,421−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −21,690−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −21,126−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −19,035−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −18,930−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,316−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −13,984−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −13,025−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,543−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,510−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −12,488−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −11,349−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,981−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,901−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −9,167−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,150−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −9,037−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −6,960−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −6,535−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −6,144−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −5,946−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −5,644−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,524−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −4,183−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −4,063−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,016−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −3,052−100.0% | Sold out |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,260−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −897−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| CNB Bank | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Trifecta Capital Advisors, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| TFG Advisers LLC | – | – | – | – | Not filed |
| Capital Market Strategies LLC | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Congress Wealth Management LLC | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Vega Investment Solutions | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Montag & Caldwell, LLC | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |