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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 207,908 | $8.30M | 0.01% | +166+0.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 206,711 | $8.25M | 0.86% | +3,108+1.5% | Added |
| Storebrand Asset Management AS | 204,915 | $8.18M | 0.02% | +5,409+2.7% | Added |
| Allworth Financial LP | 187,143 | $7.47M | 0.03% | −4,961−2.6% | Reduced |
| The PNC Financial Services Group, Inc. | 183,976 | $7.34M | 0.00% | +277+0.2% | Added |
| Creative Planning | 182,352 | $7.28M | 0.01% | −15,039−7.6% | Reduced |
| Standard Life Aberdeen plc | 185,171 | $7.24M | 0.01% | +28,087+17.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 175,607 | $7.01M | 0.01% | +32,282+22.5% | Added |
| APG Asset Management N.V. | 190,725 | $6.48M | 0.02% | +7,444+4.1% | Added |
| Wills Financial Group LLC | 159,483 | $6.36M | 2.61% | −1,925−1.2% | Reduced |
| Bank of Montreal | 154,786 | $6.18M | 0.00% | +7,913+5.4% | Added |
| Holocene Advisors, LP | 153,882 | $6.14M | 0.01% | −69,656−31.2% | Reduced |
| TD Asset Management Inc | 152,490 | $6.08M | 0.00% | +4,514+3.1% | Added |
| BNP Paribas Arbitrage, SA | 150,844 | $6.02M | 0.00% | −160,309−51.5% | Reduced |
| Abn Amro Investment Solutions | 149,359 | $5.96M | 0.12% | −71,145−32.3% | Reduced |
| AXA Investment Managers S.A. | 148,757 | $5.94M | 0.02% | +148,757 | New |
| State of Wisconsin Investment Board | 144,704 | $5.77M | 0.01% | +2,796+2.0% | Added |
| MetLife Investment Management | 144,154 | $5.75M | 0.03% | +4,979+3.6% | Added |
| First Manhattan Co | 140,871 | $5.62M | 0.01% | −11,750−7.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 139,323 | $5.56M | 0.01% | −36,836−20.9% | Reduced |
| NFJ Investment Group, LLC | 134,367 | $5.36M | 0.19% | −8,079−5.7% | Reduced |
| Alps Advisors Inc | 133,963 | $5.35M | 0.03% | +57,689+75.6% | Added |
| Baird Financial Group, Inc. | 132,896 | $5.30M | 0.01% | +8,035+6.4% | Added |
| Hamilton Point Investment Advisors, LLC | 131,824 | $5.26M | 0.82% | +799+0.6% | Added |
| Mutual of America Capital Management LLC | 129,528 | $5.17M | 0.05% | +1,268+1.0% | Added |
| Amalgamated Bank | 128,266 | $5.12M | 0.04% | +9,753+8.2% | Added |
| Toth Financial Advisory Corp | 127,799 | $5.10M | 0.55% | +17,504+15.9% | Added |
| State of Tennessee, Treasury Department | 127,432 | $5.08M | 0.02% | +9,503+8.1% | Added |
| American Century Companies Inc | 126,472 | $5.05M | 0.00% | −148−0.1% | Reduced |
| Cambiar Investors LLC | 126,448 | $5.05M | 0.23% | −79,300−38.5% | Reduced |
| Treasurer of the State of North Carolina | 126,082 | $5.03M | 0.02% | −2,666−2.1% | Reduced |
| Guggenheim Capital LLC | 124,798 | $4.98M | 0.04% | +13,949+12.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 122,921 | $4.90M | 0.04% | +17,678+16.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 118,665 | $4.73M | 0.01% | +2,316+2.0% | Added |
| Tredje AP-fonden | 117,480 | $4.69M | 0.04% | −8,824−7.0% | Reduced |
| HM Payson & Co | 116,608 | $4.65M | 0.07% | +270+0.2% | Added |
| Coston, McIsaac & Partners | 112,403 | $4.48M | 1.07% | +2,909+2.7% | Added |
| Janney Montgomery Scott LLC | 110,888 | $4.42M | 0.01% | −2,671−2.4% | Reduced |
| Covea Finance | 109,400 | $4.37M | 0.15% | +43,600+66.3% | Added |
| Quantinno Capital Management LP | 106,864 | $4.26M | 0.01% | +35,436+49.6% | Added |
| Hennessy Advisors Inc | 106,200 | $4.24M | 0.15% | −16,000−13.1% | Reduced |
| First National Bank & Trust Co of Newtown | 106,085 | $4.23M | 0.80% | −1,879−1.7% | Reduced |
| Swiss Life Asset Management Ltd | 104,933 | $4.19M | 0.02% | +6,395+6.5% | Added |
| Asset Management One Co.,Ltd. | 104,188 | $4.16M | 0.01% | +271+0.3% | Added |
| AdvisorNet Financial, Inc | 101,251 | $4.04M | 0.23% | −285−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 101,151 | $4.04M | 0.01% | +4,415+4.6% | Added |
| Thrivent Financial for Lutherans | 101,022 | $4.03M | 0.01% | −38,462−27.6% | Reduced |
| Brown Advisory Inc | 100,804 | $4.02M | 0.01% | −219−0.2% | Reduced |
| HighTower Advisors, LLC | 100,720 | $4.02M | 0.00% | +4,742+4.9% | Added |
| Vontobel Holding Ltd. | 99,511 | $3.97M | 0.01% | +1,622+1.7% | Added |
| Citigroup Inc | 99,453 | $3.97M | 0.00% | +28,329+39.8% | Added |
| Sourcerock Group LLC | 99,143 | $3.96M | 0.27% | +99,143 | New |
| Costello Asset Management, INC | 98,103 | $3.91M | 1.31% | −3,741−3.7% | Reduced |
| HSBC Holdings PLC | 97,639 | $3.89M | 0.00% | +20,297+26.2% | Added |
| SEI Investments Co | 96,826 | $3.86M | 0.00% | +20,902+27.5% | Added |
| Mn Services Vermogensbeheer B.V. | 96,200 | $3.84M | 0.02% | 00.0% | Unchanged |
| South Dakota Investment Council | 95,706 | $3.82M | 0.07% | −7,300−7.1% | Reduced |
| Glenmede Investment Management, LP | 94,793 | $3.78M | 0.02% | −173−0.2% | Reduced |
| Danske Bank A/S | 93,309 | $3.72M | 0.01% | −118,506−55.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 91,347 | $3.71M | 0.01% | +16,677+22.3% | Added |
| Yousif Capital Management, LLC | 90,526 | $3.61M | 0.04% | +790+0.9% | Added |
| Toronto Dominion Bank | 88,563 | $3.53M | 0.01% | +7,659+9.5% | Added |
| Envestnet Asset Management Inc | 87,986 | $3.51M | 0.00% | −19,419−18.1% | Reduced |
| Public Employees Retirement System of Ohio | 87,611 | $3.50M | 0.01% | +2,038+2.4% | Added |
| Trexquant Investment LP | 85,767 | $3.42M | 0.04% | −43,750−33.8% | Reduced |
| Point72 Asset Management, L.P. | 85,250 | $3.40M | 0.01% | −1,067,402−92.6% | Reduced |
| Agf Management Ltd | 83,733 | $3.34M | 0.01% | +5,169+6.6% | Added |
| Resona Asset Management Co.,Ltd. | 83,799 | $3.34M | 0.02% | +4,986+6.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 82,926 | $3.31M | 0.02% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 82,888 | $3.31M | 0.10% | +3,655+4.6% | Added |
| Arizona State Retirement System | 82,605 | $3.30M | 0.02% | +6,101+8.0% | Added |
| ASR Vermogensbeheer N.V. | 79,581 | $3.18M | 0.04% | −406−0.5% | Reduced |
| Louisiana State Employees Retirement System | 78,100 | $3.12M | 0.05% | +5,500+7.6% | Added |
| Comerica Bank | 77,128 | $3.08M | 0.01% | −478−0.6% | Reduced |
| Mariner, LLC | 76,889 | $3.07M | 0.00% | +9,429+14.0% | Added |
| Ieq Capital, LLC | 76,067 | $3.04M | 0.01% | +63,734+516.8% | Added |
| State of New Jersey Common Pension Fund D | 75,984 | $3.03M | 0.01% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 75,814 | $3.02M | 0.70% | +8,185+12.1% | Added |
| Private Advisor Group, LLC | 74,946 | $2.99M | 0.01% | −1,831−2.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 74,611 | $2.98M | 0.01% | +22,365+42.8% | Added |
| Forsta Ap-Fonden | 74,500 | $2.97M | 0.02% | +10,300+16.0% | Added |
| State of Michigan Retirement System | 74,171 | $2.96M | 0.01% | +4,800+6.9% | Added |
| Jacobi Capital Management LLC | 72,557 | $2.90M | 0.18% | −5,462−7.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 71,819 | $2.87M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 70,978 | $2.83M | 0.01% | −63,236−47.1% | Reduced |
| Aurora Investment Counsel | 70,401 | $2.81M | 1.47% | −191−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 70,375 | $2.81M | 0.09% | +1,014+1.5% | Added |
| IFM Investors Pty Ltd | 70,781 | $2.73M | 0.02% | +782+1.1% | Added |
| Prudential PLC | 68,411 | $2.73M | 0.02% | +58,301+576.7% | Added |
| Horizon Investments, LLC | 68,335 | $2.70M | 0.04% | +68,335 | New |
| DnB Asset Management AS | 67,180 | $2.68M | 0.01% | +6,631+11.0% | Added |
| Arcadia Investment Management Corp | 66,250 | $2.64M | 0.41% | +4,050+6.5% | Added |
| Kennedy Capital Management, Inc. | 64,033 | $2.55M | 0.06% | −2,301−3.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 62,515 | $2.49M | 0.04% | +4,931+8.6% | Added |
| Exchange Traded Concepts, LLC | 59,675 | $2.38M | 0.02% | −4,427−6.9% | Reduced |
| Benedict Financial Advisors Inc | 59,229 | $2.36M | 0.51% | −6,797−10.3% | Reduced |
| RWC Asset Management LLP | 58,349 | $2.33M | 0.11% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 57,388 | $2.29M | 0.04% | +27,008+88.9% | Added |
| Cerity Partners LLC | 56,884 | $2.27M | 0.00% | +20,312+55.5% | Added |
| Oregon Public Employees Retirement Fund | 56,450 | $2.25M | 0.03% | +3,976+7.6% | Added |