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, Q4 2025
Institutional positions in Essential Utilities, Inc. as of Dec 31, 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
- 695
- +29 vs. Q3 2025
- Shares held
- 225.7M
- −1.05M (−0.5%) vs. Q3 2025
- Total value
- $8.66B
- −$381.3M (−4.2%) vs. Q3 2025
- New holders
- 112
- 207 more added
- Sold out
- 83
- 232 more reduced
13 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 34,344,919 | $1.32B | 0.02% | −2,593,181−7.0% | Reduced |
| Vanguard Group Inc | 30,935,627 | $1.19B | 0.02% | −310,457−1.0% | Reduced |
| State Street Corp | 13,833,175 | $530.6M | 0.02% | +241,176+1.8% | Added |
| Nordea Investment Management AB | 7,625,755 | $292.9M | 0.25% | −1,346,810−15.0% | Reduced |
| Amundi | 6,335,695 | $243.0M | 0.07% | +1,586,622+33.4% | Added |
| Geode Capital Management, LLC | 5,233,715 | $200.2M | 0.01% | +120,947+2.4% | Added |
| Pictet Asset Management Holding SA | 4,539,977 | $174.2M | 0.17% | +741,587+19.5% | Added |
| Legal & General Group Plc | 4,149,063 | $159.2M | 0.04% | +662,334+19.0% | Added |
| First Trust Advisors LP | 4,142,709 | $158.9M | 0.12% | +35,662+0.9% | Added |
| Norges Bank | 4,019,193 | $154.2M | 0.02% | +4,019,193 | New |
| Invesco Ltd. | 3,962,841 | $152.0M | 0.01% | +33,292+0.8% | Added |
| Nomura Asset Management International Inc. | 3,940,005 | $151.1M | 0.23% | +3,940,005 | New |
| JPMorgan Chase & Co | 3,738,180 | $143.4M | 0.01% | −333,749−8.2% | Reduced |
| Morgan Stanley | 3,420,270 | $131.2M | 0.01% | −247,646−6.8% | Reduced |
| Antipodes Partners Ltd | 3,274,915 | $125.6M | 2.64% | +63,712+2.0% | Added |
| Northern Trust Corp | 3,243,647 | $124.4M | 0.02% | +79,079+2.5% | Added |
| Susquehanna International Group, LLP | 2,975,636 | $114.1M | 0.16% | +2,944,562+9,476.0% | Added |
| Dimensional Fund Advisors LP | 2,775,238 | $106.5M | 0.02% | +113,534+4.3% | Added |
| Bank of New York Mellon Corp | 2,747,272 | $105.4M | 0.02% | +38,224+1.4% | Added |
| Boston Trust Walden Corp | 2,558,690 | $98.2M | 0.74% | −66,295−2.5% | Reduced |
| Jane Street Group, LLC | 2,485,693 | $95.4M | 0.11% | +2,480,200+45,152.0% | Added |
| UBS Asset Management Americas Inc | 2,281,749 | $87.5M | 0.02% | −94,269−4.0% | Reduced |
| Duff & Phelps Investment Management Co | 2,188,681 | $84.0M | 0.95% | −13,844−0.6% | Reduced |
| Cbre Clarion Securities LLC | 1,971,886 | $75.6M | 1.11% | −782,706−28.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,919,953 | $73.6M | 0.01% | −109,291−5.4% | Reduced |
| Ensign Peak Advisors, Inc | 1,748,362 | $67.1M | 0.12% | −43,734−2.4% | Reduced |
| FIL Ltd | 1,718,667 | $65.9M | 0.05% | −10,517−0.6% | Reduced |
| Empower Advisory Group, LLC | 1,688,534 | $64.8M | 0.17% | −52,492−3.0% | Reduced |
| Goldman Sachs Group Inc | 1,574,767 | $60.4M | 0.01% | −383,619−19.6% | Reduced |
| Toronto Dominion Bank | 1,551,534 | $59.5M | 0.11% | +1,462,971+1,651.9% | Added |
| Citadel Advisors LLC | 1,409,160 | $54.1M | 0.04% | −1,097,813−43.8% | Reduced |
| Franklin Resources Inc | 1,369,736 | $52.5M | 0.01% | +194,986+16.6% | Added |
| Bank of America Corp | 1,341,066 | $51.4M | 0.00% | +485,965+56.8% | Added |
| Allianz Asset Management GmbH | 1,329,363 | $51.0M | 0.06% | −202,197−13.2% | Reduced |
| Millennium Management LLC | 1,255,212 | $48.1M | 0.03% | +1,221,746+3,650.7% | Added |
| Magnetar Financial LLC | 1,199,090 | $46.0M | 0.45% | +1,180,945+6,508.4% | Added |
| Epoch Investment Partners, Inc. | 1,136,823 | $43.6M | 0.25% | −41,138−3.5% | Reduced |
| UBS Group AG | 1,105,002 | $42.4M | 0.01% | −237,477−17.7% | Reduced |
| AQR Capital Management LLC | 1,031,286 | $39.6M | 0.02% | −560,420−35.2% | Reduced |
| CNH Partners LLC | 948,884 | $36.4M | 0.77% | +948,884 | New |
| Gotham Asset Management, LLC | 942,477 | $36.2M | 0.13% | +34,668+3.8% | Added |
| Citigroup Inc | 899,141 | $34.5M | 0.02% | +799,688+804.1% | Added |
| California State Teachers Retirement System | 861,994 | $33.1M | 0.03% | −24,476−2.8% | Reduced |
| Rhumbline Advisers | 857,683 | $32.9M | 0.03% | −18,751−2.1% | Reduced |
| ProShare Advisors LLC | 829,432 | $31.8M | 0.06% | −137,253−14.2% | Reduced |
| GW&K Investment Management, LLC | 813,647 | $31.2M | 0.27% | −5,602−0.7% | Reduced |
| Kames Capital plc | 801,918 | $30.8M | 0.37% | −94,083−10.5% | Reduced |
| California Public Employees Retirement System | 766,353 | $29.4M | 0.02% | −123,255−13.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 756,872 | $29.0M | 0.09% | +756,872 | New |
| Swiss National Bank | 747,000 | $28.7M | 0.02% | −61,100−7.6% | Reduced |
| Wells Fargo & Company | 667,546 | $25.6M | 0.01% | −252,956−27.5% | Reduced |
| Alliancebernstein L.P. | 653,396 | $25.1M | 0.01% | +162,044+33.0% | Added |
| Deutsche Bank AG | 617,210 | $23.7M | 0.01% | +30,780+5.2% | Added |
| Principal Financial Group Inc | 611,033 | $23.4M | 0.01% | −14,410−2.3% | Reduced |
| Gabelli Funds LLC | 585,350 | $22.5M | 0.15% | +7,000+1.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 565,629 | $21.7M | 0.01% | −9,895−1.7% | Reduced |
| Nuveen, LLC | 559,974 | $21.5M | 0.01% | +18,475+3.4% | Added |
| LMR Partners LLP | 559,532 | $21.5M | 0.21% | +559,532 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 559,445 | $21.5M | 0.11% | −1,170−0.2% | Reduced |
| Capitolis Liquid Global Markets LLC | 552,000 | $21.2M | 0.13% | +552,000 | New |
| Barclays PLC | 549,408 | $21.1M | 0.01% | −96,107−14.9% | Reduced |
| Flputnam Investment Management Co | 545,708 | $20.9M | 0.30% | +31,412+6.1% | Added |
| New York State Common Retirement Fund | 510,717 | $19.6M | 0.03% | −58,278−10.2% | Reduced |
| Squarepoint Ops LLC | 502,033 | $19.3M | 0.04% | +502,033 | New |
| Wellington Management Group LLP | 501,215 | $19.2M | 0.00% | +501,215 | New |
| Energy Income Partners, LLC | 491,494 | $18.9M | 0.34% | −235,609−32.4% | Reduced |
| Jones Financial Companies LLLP | 458,050 | $17.6M | 0.01% | +20,226+4.6% | Added |
| Great West Life Assurance Co | 453,568 | $17.4M | 0.03% | −109,771−19.5% | Reduced |
| Greenland Capital Management LP | 448,367 | $17.2M | 2.48% | +153,267+51.9% | Added |
| Royal Bank of Canada | 436,683 | $16.8M | 0.00% | −346,769−44.3% | Reduced |
| John G Ullman & Associates Inc | 405,450 | $15.6M | 2.07% | −59,475−12.8% | Reduced |
| Ameriprise Financial Inc | 402,165 | $15.5M | 0.00% | +3,585+0.9% | Added |
| Nomura Asset Management Co Ltd | 395,970 | $15.2M | 0.04% | −5,400−1.3% | Reduced |
| Aviva PLC | 387,540 | $14.9M | 0.03% | −45,089−10.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 387,412 | $14.9M | 0.02% | +132,863+52.2% | Added |
| Kintayl Capital LP | 376,095 | $14.4M | 8.71% | +376,095 | New |
| Swedbank AB | 373,159 | $14.3M | 0.01% | −472−0.1% | Reduced |
| DekaBank Deutsche Girozentrale | 353,836 | $14.2M | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 342,103 | $13.1M | 0.00% | −3,682−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 340,527 | $13.1M | 0.01% | −6,073−1.8% | Reduced |
| Retirement Systems of Alabama | 339,617 | $13.0M | 0.04% | +513+0.2% | Added |
| Standard Life Aberdeen plc | 339,233 | $13.0M | 0.02% | +154,062+83.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 327,463 | $12.6M | 0.02% | −1,658−0.5% | Reduced |
| Candriam Luxembourg S.C.A. | 318,034 | $12.2M | 0.06% | +8,629+2.8% | Added |
| Raymond James Financial Inc | 308,450 | $11.8M | 0.00% | +1,675+0.5% | Added |
| New York State Teachers Retirement System | 296,631 | $11.4M | 0.02% | +19,913+7.2% | Added |
| FMR LLC | 285,690 | $11.0M | 0.00% | −715,218−71.5% | Reduced |
| Maryland State Retirement & Pension System | 279,813 | $10.7M | 0.22% | +6,430+2.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 275,909 | $10.6M | 0.16% | −123,081−30.8% | Reduced |
| Stifel Financial Corp | 263,601 | $10.1M | 0.01% | −23,267−8.1% | Reduced |
| State Board of Administration of Florida Retirement System | 262,237 | $10.1M | 0.02% | −11,770−4.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 257,585 | $9.96M | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 250,923 | $9.63M | 0.46% | −11,094−4.2% | Reduced |
| Assenagon Asset Management S.A. | 245,229 | $9.41M | 0.01% | +29,989+13.9% | Added |
| Natixis Advisors, L.P. | 242,414 | $9.30M | 0.01% | +33,346+15.9% | Added |
| Cetera Investment Advisers | 241,422 | $9.26M | 0.01% | +15,820+7.0% | Added |
| Van Eck Associates Corp | 241,102 | $9.25M | 0.01% | +2,246+0.9% | Added |
| Price T Rowe Associates Inc | 236,479 | $9.07M | 0.00% | +17,424+8.0% | Added |
| AdvisorNet Financial, Inc | 232,963 | $8.94M | 0.48% | +131,712+130.1% | Added |
| Deprince Race & Zollo Inc | 231,228 | $8.87M | 0.17% | −138,378−37.4% | Reduced |