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 |
|---|---|---|---|---|---|
| Charter Trust Co | 5,068 | $202.2K | 0.01% | +5,068 | New |
| Centaurus Financial, Inc. | 4,743 | $189.0K | 0.01% | +4+0.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,300 | $171.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,933 | $156.9K | 0.00% | +3,933 | New |
| Siemens Fonds Invest GmbH | 3,892 | $155.3K | 0.01% | +466+13.6% | Added |
| BFSG, LLC | 3,869 | $154.4K | 0.01% | +1,847+91.3% | Added |
| Umb Bank N A | 3,730 | $148.8K | 0.00% | +569+18.0% | Added |
| Parallel Advisors, LLC | 3,710 | $148.0K | 0.00% | +1,199+47.7% | Added |
| Bayforest Capital Ltd | 3,412 | $136.1K | 0.06% | +3,412 | New |
| Hanson & Doremus Investment Management | 3,142 | $125.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,120 | $124.5K | 0.00% | +151+5.1% | Added |
| Whittier Trust Co | 3,130 | $123.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,020 | $120.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,932 | $117.0K | 0.00% | −195−6.2% | Reduced |
| Grey Fox Wealth Advisors, LLC | 2,891 | $115.4K | 0.02% | +2,891 | New |
| EverSource Wealth Advisors, LLC | 2,816 | $112.4K | 0.00% | +69+2.5% | Added |
| Harbour Investments, Inc. | 2,742 | $109.4K | 0.00% | +2+0.1% | Added |
| Massmutual Trust Co FSB | 2,645 | $105.5K | 0.00% | +105+4.1% | Added |
| Creative Financial Designs Inc | 2,584 | $103.1K | 0.01% | +535+26.1% | Added |
| Colonial Trust Co | 2,476 | $98.8K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 2,473 | $98.7K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,447 | $98.0K | 0.00% | −1,473−37.6% | Reduced |
| Private Trust Co NA | 2,416 | $96.4K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,338 | $93.3K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,153 | $85.9K | 0.00% | +626+41.0% | Added |
| Alpine Bank Wealth Management | 2,082 | $83.1K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 2,014 | $80.4K | 0.03% | +1,931+2,326.5% | Added |
| Principal Securities, Inc. | 2,007 | $80.1K | 0.00% | +104+5.5% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $80.0K | 0.04% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 1,972 | $77.1K | 0.00% | +1,972 | New |
| Geneos Wealth Management Inc. | 1,866 | $74.5K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,766 | $70.5K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $67.6K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 1,693 | $67.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,677 | $66.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,618 | $63.3K | 0.00% | +1,168+259.6% | Added |
| Atlantic Trust, LLC | 1,500 | $59.9K | 0.01% | −256−14.6% | Reduced |
| CoreCap Advisors, LLC | 1,445 | $57.7K | 0.00% | +7+0.5% | Added |
| TD Waterhouse Canada Inc. | 1,482 | $57.5K | 0.00% | −565−27.6% | Reduced |
| Versant Capital Management, Inc | 1,432 | $57.1K | 0.01% | +863+151.7% | Added |
| Truvestments Capital LLC | 1,405 | $56.1K | 0.01% | −10−0.7% | Reduced |
| Blume Capital Management, Inc. | 1,375 | $54.9K | 0.01% | −572−29.4% | Reduced |
| Tower View Investment Management & Research LLC | 1,353 | $54.0K | 0.03% | −673−33.2% | Reduced |
| Quest Partners LLC | 1,284 | $51.2K | 0.00% | +1,284 | New |
| Quent Capital, LLC | 1,245 | $49.7K | 0.00% | +1,245 | New |
| Byrne Asset Management LLC | 1,240 | $49.5K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,213 | $48.4K | 0.01% | +710+141.2% | Added |
| Bessemer Group Inc | 1,114 | $45.0K | 0.00% | +338+43.6% | Added |
| Orion Capital Management LLC | 1,125 | $44.9K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,091 | $43.5K | 0.00% | +8+0.7% | Added |
| Citizens National Bank Trust Department | 1,000 | $39.9K | 0.01% | −250−20.0% | Reduced |
| Chelsea Counsel Co | 900 | $35.9K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 873 | $35.3K | 0.00% | −1,808−67.4% | Reduced |
| Ronald Blue Trust, Inc. | 875 | $34.9K | 0.00% | −127−12.7% | Reduced |
| Kennebec Savings Bank | 848 | $33.8K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 826 | $33.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 825 | $32.9K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $32.0K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $31.9K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 771 | $30.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 753 | $30.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 750 | $29.9K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 743 | $29.6K | 0.00% | +2+0.3% | Added |
| Atlantic Union Bankshares Corp | 733 | $29.2K | 0.00% | +675+1,163.8% | Added |
| VSM Wealth Advisory, LLC | 720 | $28.7K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 705 | $28.1K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 701 | $28.0K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 684 | $27.3K | 0.00% | +684 | New |
| American National Bank | 671 | $26.8K | 0.00% | +671 | New |
| First Command Advisory Services, Inc. | 666 | $26.6K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $26.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 625 | $24.9K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 625 | $24.9K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 619 | $24.7K | 0.01% | +5+0.8% | Added |
| Darwin Advisors, LLC | 606 | $24.2K | 0.01% | +381+169.3% | Added |
| Bangor Savings Bank | 588 | $23.5K | 0.00% | +5+0.9% | Added |
| Valley National Advisers Inc | 600 | $23.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 564 | $22.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 561 | $22.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 560 | $22.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 500 | $19.9K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 500 | $19.9K | 0.00% | +500 | New |
| Rise Advisors, LLC | 480 | $19.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 468 | $18.7K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 468 | $18.7K | 0.00% | +468 | New |
| Provenance Wealth Advisors, LLC | 458 | $18.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 454 | $17.6K | 0.00% | +227+100.0% | Added |
| McIlrath & Eck, LLC | 424 | $16.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 423 | $16.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 417 | $16.6K | 0.00% | −6−1.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 400 | $16.0K | 0.01% | −100−20.0% | Reduced |
| Caldwell Trust Co | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 392 | $15.6K | 0.00% | +141+56.2% | Added |
| JFS Wealth Advisors, LLC | 391 | $15.6K | 0.00% | −13−3.2% | Reduced |
| City State Bank | 380 | $15.2K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 375 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 375 | $15.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 361 | $14.4K | 0.00% | +3+0.8% | Added |
| New Millennium Group LLC | 352 | $14.1K | 0.01% | +3+0.9% | Added |
| Leonteq Securities AG | 351 | $14.0K | 0.00% | +46+15.1% | Added |