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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 55,461 | $2.21M | 0.02% | +2,160+4.1% | Added |
| Verition Fund Management LLC | 54,984 | $2.19M | 0.01% | −510,533−90.3% | Reduced |
| Engineers Gate Manager LP | 54,645 | $2.18M | 0.02% | +15,886+41.0% | Added |
| BLB&B Advisors, LLC | 54,515 | $2.18M | 0.09% | −608−1.1% | Reduced |
| New Mexico Educational Retirement Board | 53,400 | $2.13M | 0.07% | +4,600+9.4% | Added |
| Bridgewater Advisors Inc. | 54,647 | $2.12M | 0.15% | +224+0.4% | Added |
| Prudential Financial Inc | 52,550 | $2.10M | 0.00% | −1,270−2.4% | Reduced |
| Mercer Global Advisors Inc | 51,035 | $2.04M | 0.00% | +13,784+37.0% | Added |
| Advisor Group Holdings, Inc. | 49,905 | $1.98M | 0.00% | +12,835+34.6% | Added |
| M&T Bank Corp | 49,301 | $1.97M | 0.01% | +8,339+20.4% | Added |
| Pacer Advisors, Inc. | 47,957 | $1.91M | 0.00% | +47,957 | New |
| Shelton Capital Management | 47,676 | $1.90M | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 47,629 | $1.90M | 0.02% | +2,987+6.7% | Added |
| Secure Asset Management, LLC | 48,847 | $1.90M | 0.31% | +14,384+41.7% | Added |
| Nisa Investment Advisors, LLC | 47,224 | $1.88M | 0.01% | −9,988−17.5% | Reduced |
| Brevan Howard Capital Management LP | 46,359 | $1.85M | 0.03% | +21,516+86.6% | Added |
| Intech Investment Management LLC | 46,334 | $1.85M | 0.02% | +16,863+57.2% | Added |
| Utah Retirement Systems | 46,226 | $1.84M | 0.02% | +3,534+8.3% | Added |
| CenterBook Partners LP | 46,035 | $1.84M | 0.09% | −12,861−21.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 45,086 | $1.80M | 1.73% | −2,892−6.0% | Reduced |
| Kempen Capital Management N.V. | 44,988 | $1.80M | 0.02% | +1,199+2.7% | Added |
| First National Corp | 45,318 | $1.76M | 0.33% | −2,230−4.7% | Reduced |
| Bryn Mawr Trust Co | 42,638 | $1.70M | 0.04% | −3,376−7.3% | Reduced |
| Raiffeisen Bank International AG | 43,145 | $1.69M | 0.02% | +13,598+46.0% | Added |
| JustInvest LLC | 42,294 | $1.69M | 0.02% | −571−1.3% | Reduced |
| Victory Capital Management Inc | 41,859 | $1.67M | 0.00% | −5,520−11.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 41,290 | $1.65M | 0.01% | +665+1.6% | Added |
| CI Private Wealth, LLC | 41,166 | $1.64M | 0.00% | +7,102+20.8% | Added |
| Radnor Capital Management, LLC | 41,020 | $1.64M | 0.25% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 40,897 | $1.63M | 0.03% | −154−0.4% | Reduced |
| British Columbia Investment Management Corp | 40,321 | $1.61M | 0.01% | −847−2.1% | Reduced |
| CWM, LLC | 40,152 | $1.60M | 0.00% | +24,465+156.0% | Added |
| BTG Pactual Asset Management US LLC | 40,112 | $1.60M | 0.19% | −59,374−59.7% | Reduced |
| Clear Harbor Asset Management, LLC | 39,579 | $1.58M | 0.11% | −375−0.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 39,141 | $1.56M | 0.00% | +6,498+19.9% | Added |
| Ninepoint Partners LP | 38,999 | $1.56M | 0.21% | +38,999 | New |
| Agp Franklin, LLC | 38,857 | $1.55M | 0.76% | +347+0.9% | Added |
| Generali Asset Management SPA SGR | 38,818 | $1.55M | 0.03% | +1,073+2.8% | Added |
| Sequoia Financial Advisors, LLC | 37,727 | $1.51M | 0.01% | +7,822+26.2% | Added |
| Advisors Asset Management, Inc. | 37,663 | $1.50M | 0.03% | +8,652+29.8% | Added |
| Atria Investments LLC | 37,630 | $1.50M | 0.02% | +18,280+94.5% | Added |
| Pathstone Holdings, LLC | 36,909 | $1.47M | 0.01% | −820−2.2% | Reduced |
| Teacher Retirement System of Texas | 36,716 | $1.46M | 0.01% | −3,024−7.6% | Reduced |
| Mediolanum International Funds Ltd | 36,959 | $1.45M | 0.02% | +23,841+181.7% | Added |
| Credit Agricole S A | 35,878 | $1.43M | 0.00% | +35,878 | New |
| GWM Advisors LLC | 35,582 | $1.42M | 0.01% | +6,549+22.6% | Added |
| Jefferies Financial Group Inc. | 35,552 | $1.42M | 0.01% | −59,683−62.7% | Reduced |
| Investors Research Corp | 35,350 | $1.41M | 0.26% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 35,336 | $1.41M | 0.01% | −456−1.3% | Reduced |
| Nissay Asset Management Corp | 35,293 | $1.41M | 0.01% | +2,357+7.2% | Added |
| Neuberger Berman Group LLC | 34,501 | $1.38M | 0.00% | +3,416+11.0% | Added |
| Millennium Management LLC | 33,466 | $1.34M | 0.00% | −762,350−95.8% | Reduced |
| Stephens Inc | 33,043 | $1.32M | 0.02% | −28,013−45.9% | Reduced |
| Northwest & Ethical Investments L.P. | 32,627 | $1.30M | 0.03% | 00.0% | Unchanged |
| Spirit of America Management Corp | 32,600 | $1.30M | 0.26% | +4,250+15.0% | Added |
| Pathway Financial Advisers, LLC | 32,518 | $1.30M | 0.38% | +337+1.0% | Added |
| Addison Capital Co | 32,490 | $1.30M | 0.38% | +256+0.8% | Added |
| OP Asset Management Ltd | 31,186 | $1.24M | 0.02% | −8,368−21.2% | Reduced |
| Susquehanna International Group, LLP | 31,074 | $1.24M | 0.00% | +9,643+45.0% | Added |
| Lee Financial Co | 30,504 | $1.22M | 0.15% | +3,838+14.4% | Added |
| Captrust Financial Advisors | 30,344 | $1.21M | 0.00% | +7,088+30.5% | Added |
| State of Alaska, Department of Revenue | 29,925 | $1.19M | 0.01% | +1,009+3.5% | Added |
| Moors & Cabot, Inc. | 29,567 | $1.18M | 0.05% | +1,644+5.9% | Added |
| Inspire Advisors, LLC | 27,834 | $1.11M | 0.11% | +10,404+59.7% | Added |
| Philadelphia Trust Co | 27,464 | $1.10M | 0.08% | −166−0.6% | Reduced |
| Voya Investment Management LLC | 27,363 | $1.09M | 0.00% | −7,626−21.8% | Reduced |
| Kestra Advisory Services, LLC | 27,328 | $1.09M | 0.00% | −2,070−7.0% | Reduced |
| Commerzbank Aktiengesellschaft | 27,263 | $1.09M | 0.02% | +27,263 | New |
| Vise Technologies, Inc. | 27,214 | $1.09M | 0.04% | +1,412+5.5% | Added |
| Pine Valley Investments Ltd Liability Co | 27,058 | $1.08M | 0.06% | +601+2.3% | Added |
| New York Life Investment Management LLC | 26,983 | $1.08M | 0.01% | +363+1.4% | Added |
| Cullen Capital Management LLC | 26,704 | $1.07M | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 26,591 | $1.06M | 0.00% | +487+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 26,373 | $1.05M | 0.01% | −2,660−9.2% | Reduced |
| apricus wealth, LLC | 26,262 | $1.05M | 0.57% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 26,163 | $1.04M | 0.13% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,161 | $1.04M | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 26,080 | $1.04M | 0.02% | +356+1.4% | Added |
| Blackhill Capital Inc | 26,041 | $1.04M | 0.05% | 00.0% | Unchanged |
| Community Bank, N.A. | 25,968 | $1.04M | 0.13% | +1,262+5.1% | Added |
| Sterling Investment Advisors, Ltd. | 25,808 | $1.03M | 0.20% | 00.0% | Unchanged |
| Ethic Inc. | 25,489 | $1.02M | 0.02% | +1,808+7.6% | Added |
| Bank of Nova Scotia | 25,363 | $1.01M | 0.00% | +5,587+28.3% | Added |
| Colony Group, LLC | 25,495 | $1.01M | 0.00% | −316−1.2% | Reduced |
| Koss-Olinger Consulting, LLC | 26,786 | $995.0K | 0.08% | −30−0.1% | Reduced |
| Gitterman Wealth Management, LLC | 23,933 | $954.9K | 0.22% | +11,972+100.1% | Added |
| Lido Advisors, LLC | 23,923 | $954.5K | 0.00% | −44−0.2% | Reduced |
| Boothbay Fund Management, LLC | 23,650 | $943.6K | 0.02% | +17,809+304.9% | Added |
| Key Financial Inc | 23,759 | $922.3K | 0.17% | +41+0.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 22,961 | $916.1K | 0.53% | 00.0% | Unchanged |
| Truist Financial Corp | 22,688 | $905.2K | 0.00% | −4,054−15.2% | Reduced |
| SRS Capital Advisors, Inc. | 22,198 | $885.7K | 0.01% | +21,656+3,995.6% | Added |
| Blue Bell Private Wealth Management, LLC | 22,184 | $885.1K | 0.13% | +17,457+369.3% | Added |
| Haverford Trust Co | 22,091 | $881.4K | 0.01% | −2,004−8.3% | Reduced |
| Blair William & Co | 22,065 | $880.4K | 0.00% | −1,946−8.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 22,033 | $879.1K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 21,408 | $854.2K | 0.08% | +6,761+46.2% | Added |
| Federated Hermes, Inc. | 21,258 | $848.2K | 0.00% | +716+3.5% | Added |
| Aspire Private Capital, LLC | 21,176 | $844.9K | 0.19% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 21,122 | $842.8K | 0.00% | +758+3.7% | Added |