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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 9,642 | $384.7K | 0.01% | −38−0.4% | Reduced |
| Capstone Investment Advisors, LLC | 9,516 | $379.7K | 0.00% | +9,516 | New |
| Allstate Corp | 9,465 | $377.7K | 0.01% | +9,465 | New |
| Mendel Money Management | 9,440 | $376.7K | 0.16% | +50+0.5% | Added |
| Horizon Investment Services, LLC | 9,337 | $372.5K | 0.14% | +9,337 | New |
| Omers Administration Corp | 9,312 | $371.5K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9,288 | $370.6K | 0.05% | −139−1.5% | Reduced |
| Vestcor Inc | 9,259 | $369.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 9,025 | $360.0K | 0.01% | +6,031+201.4% | Added |
| NorthRock Partners, LLC | 9,010 | $359.5K | 0.01% | +2,911+47.7% | Added |
| Oppenheimer & Co Inc | 8,918 | $355.8K | 0.00% | +207+2.4% | Added |
| First Affirmative Financial Network | 8,860 | $353.5K | 0.17% | +126+1.4% | Added |
| RSM US Wealth Management LLC | 8,787 | $350.6K | 0.00% | −5,383−38.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,746 | $349.0K | 0.02% | 00.0% | Unchanged |
| Glenview Trust Co | 8,724 | $348.1K | 0.01% | +1,746+25.0% | Added |
| Continuum Advisory, LLC | 8,715 | $347.7K | 0.04% | −8,658−49.8% | Reduced |
| Schroder Investment Management Group | 8,679 | $346.3K | 0.00% | +8,679 | New |
| Apella Capital, LLC | 8,346 | $345.0K | 0.01% | +259+3.2% | Added |
| Signaturefd, LLC | 8,631 | $344.4K | 0.01% | +768+9.8% | Added |
| Great Valley Advisor Group, Inc. | 8,546 | $341.0K | 0.01% | +31+0.4% | Added |
| Janus Henderson Group PLC | 8,466 | $337.9K | 0.00% | −224,700−96.4% | Reduced |
| HBK Sorce Advisory LLC | 8,292 | $337.2K | 0.01% | +139+1.7% | Added |
| GAMMA Investing LLC | 8,361 | $333.6K | 0.02% | +3,614+76.1% | Added |
| Rowland & Co Investment Counsel | 8,345 | $333.0K | 0.07% | −5,272−38.7% | Reduced |
| O'Brien Greene & Co. Inc | 8,114 | $323.7K | 0.10% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,035 | $320.6K | 0.11% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 7,924 | $316.2K | 0.02% | +85+1.1% | Added |
| Pallas Capital Advisors LLC | 7,846 | $313.1K | 0.01% | +7,846 | New |
| Modern Wealth Management, LLC | 7,780 | $310.4K | 0.01% | +1,489+23.7% | Added |
| AIA Group Ltd | 7,636 | $304.7K | 0.01% | +7,636 | New |
| Evergreen Capital Management LLC | 7,596 | $303.1K | 0.01% | +7,596 | New |
| GSG Advisors LLC | 7,797 | $302.7K | 0.08% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 7,537 | $300.7K | 0.00% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 7,484 | $298.6K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 7,459 | $297.6K | 0.00% | +2,985+66.7% | Added |
| Merit Financial Group, LLC | 7,396 | $295.1K | 0.00% | +7,396 | New |
| Tower Research Capital LLC (TRC) | 7,314 | $291.8K | 0.01% | +1,291+21.4% | Added |
| Whalen Wealth Management Inc. | 7,263 | $289.8K | 0.17% | +7,263 | New |
| Integrated Wealth Concepts LLC | 7,220 | $288.1K | 0.00% | +7,220 | New |
| Frank, Rimerman Advisors LLC | 7,127 | $284.4K | 0.02% | −1,117−13.5% | Reduced |
| Johnson Investment Counsel Inc | 7,120 | $284.1K | 0.00% | −368−4.9% | Reduced |
| RTD Financial Advisors, Inc. | 7,103 | $283.4K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,810 | $279.5K | 0.03% | −575−7.8% | Reduced |
| Intrua Financial, LLC | 6,979 | $278.4K | 0.03% | −1,303−15.7% | Reduced |
| Providence Wealth Advisors, LLC | 6,835 | $277.2K | 0.17% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 6,920 | $276.1K | 0.15% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,904 | $275.5K | 0.00% | +6,904 | New |
| Advisors Capital Management, LLC | 6,819 | $272.1K | 0.00% | +29+0.4% | Added |
| We Are One Seven, LLC | 6,792 | $271.0K | 0.01% | +6,792 | New |
| Kennedy Investment Group | 6,775 | $270.3K | 0.11% | +25+0.4% | Added |
| Northstar Asset Management LLC | 6,750 | $269.3K | 0.06% | 00.0% | Unchanged |
| STRS Ohio | 6,706 | $267.6K | 0.00% | +118+1.8% | Added |
| Ascent Group, LLC | 6,593 | $263.1K | 0.01% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 6,451 | $257.6K | 0.00% | −1,407−17.9% | Reduced |
| PTM Wealth Management, LLC | 6,387 | $255.9K | 0.15% | +54+0.9% | Added |
| Syon Capital LLC | 6,392 | $255.0K | 0.01% | +6,392 | New |
| New Age Alpha Advisors, LLC | 6,341 | $253.0K | 0.01% | +4,624+269.3% | Added |
| Greenleaf Trust | 6,340 | $253.0K | 0.00% | −7−0.1% | Reduced |
| Anchor Investment Management, LLC | 6,332 | $252.7K | 0.02% | −516−7.5% | Reduced |
| MAI Capital Management | 6,318 | $252.1K | 0.00% | −75−1.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,305 | $251.6K | 0.00% | +765+13.8% | Added |
| Equitable Holdings, Inc. | 6,280 | $250.6K | 0.00% | −196−3.0% | Reduced |
| Profund Advisors LLC | 6,256 | $249.6K | 0.01% | +6,256 | New |
| MidWestOne Financial Group, Inc. | 6,250 | $249.4K | 0.03% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,250 | $249.4K | 0.05% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 6,228 | $248.0K | 0.04% | −120−1.9% | Reduced |
| Sigma Planning Corp | 6,205 | $247.6K | 0.01% | −301−4.6% | Reduced |
| Richard C. Young & CO., LTD. | 6,153 | $245.5K | 0.02% | +6,153 | New |
| Journey Strategic Wealth LLC | 6,125 | $244.4K | 0.01% | +6,125 | New |
| Shell Asset Management Co | 6,073 | $242.0K | 0.02% | −1,748−22.4% | Reduced |
| Cozad Asset Management Inc | 6,000 | $239.4K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5,986 | $238.9K | 0.00% | −6,355−51.5% | Reduced |
| Aaron Wealth Advisors | 5,932 | $236.7K | 0.01% | +5,932 | New |
| Charter Research & Investment Group, Inc. | 5,930 | $236.6K | 0.16% | 00.0% | Unchanged |
| Romano Brothers and Company | 5,928 | $236.5K | 0.03% | +5,928 | New |
| Sowell Financial Services LLC | 5,923 | $236.3K | 0.01% | −184−3.0% | Reduced |
| Nations Financial Group Inc, | 5,911 | $235.9K | 0.01% | −33−0.6% | Reduced |
| Tompkins Financial Corp | 5,885 | $234.8K | 0.02% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 5,803 | $231.5K | 0.08% | +5,803 | New |
| TD Private Client Wealth LLC | 5,712 | $227.9K | 0.01% | +351+6.5% | Added |
| W.H. Cornerstone Investments Inc. | 5,683 | $226.8K | 0.14% | −84−1.5% | Reduced |
| Tower Wealth Partners, Inc. | 5,649 | $225.4K | 0.12% | −358−6.0% | Reduced |
| Seeds Investor LLC | 5,636 | $224.9K | 0.05% | −1,363−19.5% | Reduced |
| Clark Capital Management Group, Inc. | 5,606 | $223.7K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,572 | $222.3K | 0.00% | +31+0.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,559 | $221.8K | 0.03% | +24+0.4% | Added |
| Krilogy Financial LLC | 5,524 | $219.2K | 0.01% | +5,524 | New |
| Jane Street Group, LLC | 5,493 | $219.2K | 0.00% | −590,122−99.1% | Reduced |
| Certior Financial Group, LLC | 5,366 | $214.1K | 0.15% | +5,366 | New |
| Huntington National Bank | 5,365 | $214.1K | 0.00% | −132−2.4% | Reduced |
| EWG Elevate Inc. | 5,357 | $213.7K | 0.07% | −159−2.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,350 | $213.5K | 0.01% | +5,350 | New |
| TCG Advisory Services, LLC | 5,332 | $212.7K | 0.01% | +5,332 | New |
| Eastern Bank | 5,317 | $212.1K | 0.00% | +365+7.4% | Added |
| MONECO Advisors, LLC | 5,316 | $212.1K | 0.02% | +5,316 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,300 | $211.5K | 0.01% | −2,800−34.6% | Reduced |
| Univest Financial Corp | 5,229 | $208.6K | 0.01% | +5,229 | New |
| Ledgewood Wealth Advisors, LLC | 5,206 | $207.7K | 0.12% | +5,206 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,179 | $205.5K | 0.00% | +5,179 | New |
| Caerus Investment Advisors, LLC | 5,081 | $202.7K | 0.08% | +5,081 | New |