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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 21,065 | $840.5K | 0.02% | −248−1.2% | Reduced |
| Securian Asset Management, Inc | 21,005 | $838.1K | 0.02% | +1,364+6.9% | Added |
| Holos Integrated Wealth LLC | 20,455 | $832.7K | 0.49% | 00.0% | Unchanged |
| Aristotle Capital Boston, LLC | 20,655 | $824.2K | 0.04% | +20,655 | New |
| Fiduciary Trust Co | 20,140 | $803.6K | 0.01% | +2,710+15.5% | Added |
| Summit Financial, LLC | 19,976 | $797.0K | 0.01% | +19,976 | New |
| Manchester Capital Management LLC | 19,209 | $766.4K | 0.10% | +23+0.1% | Added |
| Penobscot Investment Management Company, Inc. | 18,975 | $757.1K | 0.06% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 18,668 | $744.8K | 0.01% | +2,043+12.3% | Added |
| AMF Pensionsforsakring AB | 18,594 | $741.9K | 0.00% | −105,502−85.0% | Reduced |
| Rothschild Investment LLC | 18,499 | $738.1K | 0.04% | −1,025−5.2% | Reduced |
| Quadrant Capital Group LLC | 18,183 | $725.5K | 0.02% | −297−1.6% | Reduced |
| Brighton Jones LLC | 18,182 | $725.5K | 0.02% | +4,699+34.9% | Added |
| Magnetar Financial LLC | 18,145 | $724.0K | 0.00% | +18,145 | New |
| Crossmark Global Holdings, Inc. | 18,098 | $722.1K | 0.01% | +14+0.1% | Added |
| Central Trust Co | 17,869 | $713.0K | 0.01% | −8,557−32.4% | Reduced |
| Foundations Investment Advisors, LLC | 17,850 | $712.2K | 0.01% | +34+0.2% | Added |
| Blossom Wealth Management | 17,760 | $708.6K | 1.14% | +75+0.4% | Added |
| KBC Group NV | 17,554 | $700.0K | 0.00% | 00.0% | Unchanged |
| Lindenwold Advisors | 17,405 | $694.5K | 0.33% | +9,943+133.2% | Added |
| Sterling Capital Management LLC | 17,339 | $691.8K | 0.01% | −1,008−5.5% | Reduced |
| Belpointe Asset Management LLC | 17,275 | $689.3K | 0.03% | +291+1.7% | Added |
| Smithfield Trust Co | 17,269 | $689.0K | 0.03% | 00.0% | Unchanged |
| Entropy Technologies, LP | 17,044 | $680.1K | 0.05% | +17,044 | New |
| Wealthspire Advisors, LLC | 16,806 | $670.5K | 0.00% | +447+2.7% | Added |
| CIBC Asset Management Inc | 16,646 | $664.2K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 16,336 | $651.8K | 0.00% | −25−0.2% | Reduced |
| Vinva Investment Management Ltd | 16,430 | $642.7K | 0.01% | −1,606−8.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,089 | $642.0K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 15,970 | $637.0K | 0.04% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 15,900 | $634.4K | 0.07% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 15,891 | $634.0K | 0.02% | −212−1.3% | Reduced |
| Inceptionr LLC | 15,855 | $632.6K | 0.15% | −260−1.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 15,767 | $629.1K | 0.00% | +2,454+18.4% | Added |
| Sanctuary Advisors, LLC | 15,673 | $625.4K | 0.00% | −2,697−14.7% | Reduced |
| First Pacific Financial | 15,650 | $624.4K | 0.09% | −52−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 15,556 | $620.7K | 0.01% | +4,347+38.8% | Added |
| Summit Trail Advisors, LLC | 15,532 | $619.7K | 0.01% | +9,310+149.6% | Added |
| Loudon Investment Management, LLC | 15,463 | $617.0K | 0.32% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 15,423 | $615.4K | 0.00% | +8,793+132.6% | Added |
| Chesapeake Capital Corp | 15,204 | $606.6K | 0.54% | +15,204 | New |
| Everett Harris & Co | 15,000 | $598.5K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 14,769 | $589.3K | 0.00% | +9+0.1% | Added |
| CX Institutional | 14,462 | $577.0K | 0.02% | +13,400+1,261.8% | Added |
| AG2R la Mondiale Gestion D'Actifs | 15,521 | $576.5K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 14,413 | $575.1K | 0.28% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 14,370 | $565.9K | 0.01% | −42−0.3% | Reduced |
| HB Wealth Management, LLC | 14,121 | $563.5K | 0.00% | +14,121 | New |
| US Bancorp | 14,078 | $561.7K | 0.00% | −1,101−7.3% | Reduced |
| Peoples Bank | 14,003 | $558.7K | 0.56% | −1,583−10.2% | Reduced |
| Meeder Advisory Services, Inc. | 13,758 | $548.9K | 0.03% | +798+6.2% | Added |
| Metis Global Partners, LLC | 13,608 | $543.0K | 0.01% | +676+5.2% | Added |
| Red Door Wealth Management, LLC | 13,523 | $539.6K | 0.06% | 00.0% | Unchanged |
| Nomura Holdings Inc | 13,296 | $530.5K | 0.00% | +603+4.8% | Added |
| Investment Management Corp of Ontario | 13,237 | $528.2K | 0.01% | +6,816+106.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,104 | $522.8K | 0.00% | −1,232−8.6% | Reduced |
| First Citizens Bank & Trust Co | 13,036 | $520.1K | 0.01% | +287+2.3% | Added |
| Mitchell Sinkler & Starr | 12,824 | $511.7K | 0.23% | −343−2.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 12,784 | $510.1K | 0.46% | +3,100+32.0% | Added |
| Clean Yield Group | 12,729 | $507.9K | 0.14% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 12,661 | $505.2K | 0.02% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 12,528 | $499.9K | 0.32% | +12,528 | New |
| Keybank National Association | 12,201 | $486.8K | 0.00% | −2,929−19.4% | Reduced |
| Landscape Capital Management, L.L.C. | 12,054 | $481.0K | 0.03% | +12,054 | New |
| Pullen Investment Management, LLC | 11,992 | $478.5K | 0.26% | −147−1.2% | Reduced |
| AE Wealth Management LLC | 11,856 | $473.0K | 0.00% | −214−1.8% | Reduced |
| Royal London Asset Management Ltd | 11,785 | $470.2K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 11,768 | $469.5K | 0.15% | −491−4.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 11,631 | $464.1K | 0.02% | +3,554+44.0% | Added |
| Farmers Trust Co | 11,493 | $458.6K | 0.08% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 11,420 | $455.7K | 0.12% | −628−5.2% | Reduced |
| Farther Finance Advisors, LLC | 11,389 | $454.4K | 0.01% | +4,481+64.9% | Added |
| ELCO Management Co., LLC | 11,302 | $450.9K | 0.24% | −1,594−12.4% | Reduced |
| Severin Investments, LLC | 11,265 | $449.5K | 0.40% | +11,265 | New |
| Graham Capital Management, L.P. | 11,247 | $448.8K | 0.02% | +11,247 | New |
| Bernardo Wealth Planning LLC | 11,084 | $442.3K | 0.09% | −542−4.7% | Reduced |
| SS&H Financial Advisors, Inc. | 11,074 | $441.9K | 0.13% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 11,052 | $441.0K | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 11,023 | $439.8K | 0.00% | −688−5.9% | Reduced |
| Simplex Trading, LLC | 11,023 | $439.0K | 0.01% | −6,272−36.3% | Reduced |
| Independent Advisor Alliance | 10,969 | $437.7K | 0.01% | −813−6.9% | Reduced |
| Coastal Bridge Advisors, LLC | 10,857 | $433.2K | 0.03% | −108−1.0% | Reduced |
| MQS Management LLC | 10,842 | $432.6K | 0.25% | +10,842 | New |
| Atomi Financial Group, Inc. | 10,810 | $431.3K | 0.01% | −1,721−13.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,715 | $427.5K | 0.02% | −339−3.1% | Reduced |
| United Capital Financial Advisers, LLC | 10,708 | $427.3K | 0.00% | +498+4.9% | Added |
| Gulf International Bank (UK) Ltd | 10,690 | $427.0K | 0.01% | −464−4.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,679 | $426.0K | 0.00% | −128−1.2% | Reduced |
| Caxton Associates LLP | 10,557 | $421.2K | 0.01% | +10,557 | New |
| Kathmere Capital Management, LLC | 10,500 | $418.9K | 0.03% | −240−2.2% | Reduced |
| BKD Wealth Advisors, LLC | 10,453 | $417.1K | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 10,416 | $415.6K | 0.00% | +10,416 | New |
| DRW Securities, LLC | 10,381 | $414.5K | 0.02% | +1,152+12.5% | Added |
| Wexford Capital LP | 10,245 | $408.8K | 0.12% | −23,319−69.5% | Reduced |
| Verus Wealth Management, LLC | 10,137 | $404.5K | 0.38% | +86+0.9% | Added |
| Aquatic Capital Management LLC | 10,110 | $403.4K | 0.01% | −49,009−82.9% | Reduced |
| Institute for Wealth Management, LLC. | 10,062 | $401.5K | 0.04% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 10,052 | $401.1K | 0.00% | +10,052 | New |
| Asahi Life Asset Management Co., Ltd. | 9,791 | $390.7K | 0.22% | +9,791 | New |
| Commerce Bank | 9,664 | $385.6K | 0.00% | +67+0.7% | Added |