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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.

Q4 2025 vs. Q3 2025

How the institutions holding Essential Utilities, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of WTRG: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders67913695+29
Shares227.6M774.3K225.7M−1.05M (−0.5%)
Value$9.07B$30.8M$8.66B−$381.3M (−4.2%)

13 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (112)

Institutions that held Essential Utilities, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 112 by value.

Institutions new to WTRG in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank4,019,193$154.2M0.02%
Nomura Asset Management International Inc.3,940,005$151.1M0.23%
CNH Partners LLC948,884$36.4M0.77%
Eurizon Capital SGR S.p.A.756,872$29.0M0.09%
LMR Partners LLP559,532$21.5M0.21%
Capitolis Liquid Global Markets LLC552,000$21.2M0.13%
Squarepoint Ops LLC502,033$19.3M0.04%
Wellington Management Group LLP501,215$19.2M0.00%
Kintayl Capital LP376,095$14.4M8.71%
Virtu Financial LLC181,511$6.96M0.27%
Abc Arbitrage SA160,405$6.15M0.58%
Natixis156,989$6.02M0.02%
XTX Topco Ltd139,884$5.37M0.14%
Nuance Investments, LLC126,035$4.83M0.53%
Balyasny Asset Management LLC117,757$4.52M0.01%
Intesa Sanpaolo S.p.A.117,100$4.50M0.29%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.98,075$3.76M0.14%
Gateway Investment Advisers LLC92,972$3.57M0.03%
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.92,461$3.55M2.91%
Glenmede Trust Co NA90,792$3.48M0.02%
Mint Tower Capital Management B.V.83,331$3.20M0.41%
Trilogy Capital Inc.80,502$3.09M0.14%
Arrowstreet Capital, Limited Partnership80,129$3.07M0.00%
Bridgewater Associates, LP72,909$2.80M0.01%
PensionDanmark Pensionsforsikringsaktieselskab72,428$2.78M0.03%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund68,336$2.62M0.02%
Marshall Wace, LLP64,981$2.49M0.00%
Gamco Investors, Inc. Et Al58,487$2.24M0.02%
Connor, Clark & Lunn Investment Management Ltd.46,008$1.76M0.00%
Ilmarinen Mutual Pension Insurance Co45,000$1.73M0.01%
A. D. Beadell Investment Counsel, Inc.37,345$1.43M0.93%
Versor Investments LP37,291$1.43M0.22%
Water Island Capital LLC36,646$1.41M0.17%
Capital Innovations LLC36,596$1.40M0.40%
Christine Messmer PC32,494$1.25M0.81%
Keebeck Alpha, LP26,056$999.5K2.66%
Polar Asset Management Partners Inc.25,000$959.0K0.02%
Perigon Wealth Management, LLC24,987$958.5K0.02%
Achmea Investment Management B.V.24,791$951.0K0.02%
PW Nova Financial Services LLC23,895$924.0K0.35%
Prelude Capital Management, LLC23,372$896.5K0.07%
Kingdom Financial Group LLC.23,269$892.6K0.28%
Hamrick Investment Counsel, llc23,066$884.8K0.66%
Occudo Quantitative Strategies LP20,142$772.6K0.05%
Polymer Capital Management (US) LLC19,645$753.6K0.10%
Dakota Wealth Management17,848$684.7K0.01%
NorthStar Asset Management LLC17,117$656.6K0.30%
Schnieders Capital Management, LLC.17,071$654.8K0.10%
Harvest Management LLC17,000$652.1K0.24%
Oakmont Investment Advisors, Inc.14,916$572.2K0.42%
Y-Intercept (Hong Kong) Ltd13,898$533.1K0.01%
Jump Financial, LLC13,027$499.7K0.01%
CSS LLC13,000$498.7K0.03%
CAPROCK Group, Inc.12,342$473.4K0.01%
Pinebridge Investments LLC12,319$472.6K0.00%
Skopos Labs, Inc.11,604$449.2K0.02%
Bleakley Financial Group, LLC10,467$401.5K0.01%
Chase Investment Counsel Corp10,061$385.0K0.11%
North Dakota State Investment Board9,774$374.9K0.01%
CIBC World Markets Corp9,732$373.3K0.00%
RIA Advisory Group LLC8,962$343.8K0.08%
Osmosis Investment Management UK Ltd8,313$318.9K0.01%
EP Wealth Advisors, LLC8,066$309.4K0.00%
Catalyst Funds Management Pty Ltd7,600$291.5K0.07%
Flagship Capital Management Inc.7,595$291.3K0.21%
Schonfeld Strategic Advisors LLC7,544$289.4K0.00%
Gryphon Financial Partners LLC7,253$278.2K0.03%
Qsemble Capital Management, LP7,250$278.1K0.02%
Laird Norton Trust Company, LLC6,763$259.4K0.01%
S Harris Financial Group, LLC6,586$252.6K0.24%
Wesbanco Bank Inc6,171$236.7K0.01%
V-Square Quantitative Management LLC5,904$226.5K0.02%
Diversified Enterprises, LLC5,865$225.0K0.01%
Kingswood Wealth Advisors, LLC5,593$214.5K0.01%
Virtue Capital Management, LLC5,484$212.1K0.03%
Benjamin Edwards Inc5,302$203.4K0.00%
Catalyst Financial Partners LLC5,222$200.3K0.02%
Entrust Financial LLC3,136$120.3K0.09%
Basecamp Wealth Advisors LLC2,124$81.5K0.02%
SageView Advisory Group, LLC1,935$74.2K0.00%
Los Angeles Capital Management LLC1,320$51.2K0.00%
Vega Investment Solutions1,150$44.1K0.01%
DV Trading LLC1,000$38.4K0.00%
Motiv8 Investments LLC900$35.0K0.02%
Ancora Advisors, LLC776$29.8K0.00%
Fideuram Asset Management (Ireland) dac777$27.1K0.00%
GoalVest Advisory LLC659$25.3K0.00%
Palladiem, LLC590$22.7K0.02%
Thurston, Springer, Miller, Herd & Titak, Inc.520$20.0K0.01%
McGuire Capital Advisors Inc493$18.9K0.01%
Wellington-Altus USA Inc.392$15.0K0.01%
Global Wealth Strategies & Associates300$11.5K0.00%
Guinness Atkinson Asset Management Inc276$10.7K0.01%
Pinnacle Wealth Planning Services, Inc.255$9.78K0.00%
ZRC Wealth Management, LLC243$9.32K0.00%
Cape Investment Advisory, Inc.174$6.66K0.00%
ORG Partners LLC160$6.14K0.00%
Keating Financial Advisory Services, Inc.109$4.18K0.00%
Garton & Associates Financial Advisors LLC90$3.44K0.00%
Zimmer Partners, LP80$3.07K0.00%

Sold out (83)

Institutions that held Essential Utilities, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of WTRG in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Tandem Investment Advisors, Inc.948,863$37.9M
Beck Bode, LLC491,864$19.6M
Aventail Capital Group, LP454,461$18.1M
Renaissance Technologies LLC305,317$12.2M
Robeco Institutional Asset Management B.V.272,680$10.9M
SummitTX Capital, L.P.265,394$10.6M
Sourcerock Group LLC99,143$3.96M
Trexquant Investment LP85,767$3.42M
Point72 Asset Management, L.P.85,250$3.40M
Horizon Investments, LLC68,335$2.70M
RWC Asset Management LLP58,349$2.33M
Elo Mutual Pension Insurance Co57,388$2.29M
Engineers Gate Manager LP54,645$2.18M
BTG Pactual Asset Management US LLC40,112$1.60M
Ninepoint Partners LP38,999$1.56M
Mediolanum International Funds Ltd36,959$1.45M
Stephens Inc33,043$1.32M
Boothbay Fund Management, LLC23,650$943.6K
Carnegie Capital Asset Management, LLC22,033$879.1K
Brighton Jones LLC18,182$725.5K
Entropy Technologies, LP17,044$680.1K
Lombard Odier Asset Management (Switzerland) SA16,089$642.0K
Westerkirk Capital Inc.15,900$634.4K
Inceptionr LLC15,855$632.6K
Landscape Capital Management, L.L.C.12,054$481.0K
Severin Investments, LLC11,265$449.5K
Graham Capital Management, L.P.11,247$448.8K
Simplex Trading, LLC11,023$439.0K
MQS Management LLC10,842$432.6K
Caxton Associates LLP10,557$421.2K
Kovitz Investment Group Partners, LLC10,416$415.6K
DRW Securities, LLC10,381$414.5K
Wexford Capital LP10,245$408.8K
Verus Wealth Management, LLC10,137$404.5K
Aquatic Capital Management LLC10,110$403.4K
Asahi Life Asset Management Co., Ltd.9,791$390.7K
Capstone Investment Advisors, LLC9,516$379.7K
Horizon Investment Services, LLC9,337$372.5K
NorthRock Partners, LLC9,010$359.5K
AIA Group Ltd7,636$304.7K
Integrated Wealth Concepts LLC7,220$288.1K
Frank, Rimerman Advisors LLC7,127$284.4K
SeaCrest Wealth Management, LLC6,810$279.5K
New Age Alpha Advisors, LLC6,341$253.0K
Equitable Holdings, Inc.6,280$250.6K
Richard C. Young & CO., LTD.6,153$245.5K
Aaron Wealth Advisors5,932$236.7K
Sowell Financial Services LLC5,923$236.3K
Clark Capital Management Group, Inc.5,606$223.7K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,559$221.8K
Krilogy Financial LLC5,524$219.2K
Certior Financial Group, LLC5,366$214.1K
TCG Advisory Services, LLC5,332$212.7K
Livforsakringsbolaget Skandia, Omsesidigt5,300$211.5K
Univest Financial Corp5,229$208.6K
Ledgewood Wealth Advisors, LLC5,206$207.7K
Banco Bilbao Vizcaya Argentaria, S.A.5,179$205.5K
Caerus Investment Advisors, LLC5,081$202.7K
Charter Trust Co5,068$202.2K
Advisory Services Network, LLC3,933$156.9K
Bayforest Capital Ltd3,412$136.1K
Grey Fox Wealth Advisors, LLC2,891$115.4K
Ci Investments Inc.2,447$98.0K
GPS Wealth Strategies Group, LLC2,338$93.3K
Alpine Bank Wealth Management2,082$83.1K
Principal Securities, Inc.2,007$80.1K
Quest Partners LLC1,284$51.2K
MCF Advisors LLC753$30.1K
Rise Advisors, LLC480$19.2K
Caldwell Trust Co400$16.0K
Friedenthal Financial300$12.0K
Foster Dykema Cabot & Partners, LLC230$9.18K
Bokf, NA189$7.54K
JPL Wealth Management, LLC145$5.79K
Cornerstone Planning Group LLC48$1.86K
Mather Group, LLC.27$1.08K
Newbridge Financial Services Group, Inc.26$1.04K
Cloud Capital Management, LLC26$1.00K
Heartwood Wealth Advisors LLC19$758
S&T Bank14$559
Quarry LP4$160
North Capital, Inc.1$40
Avion Wealth13$0

Not filed for Q4 2025 yet (13)

Institutions that held Essential Utilities, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTRG in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Thematics Asset Management412,726$16.5M
AXA Investment Managers S.A.148,757$5.94M
Glenmede Investment Management, LP94,793$3.78M
First National Corp45,318$1.76M
Gitterman Wealth Management, LLC23,933$954.9K
Lindenwold Advisors17,405$694.5K
CIBC Bancorp USA Inc.10,052$401.1K
First Affirmative Financial Network8,860$353.5K
Shell Asset Management Co6,073$242.0K
EWG Elevate Inc.5,357$213.7K
Point72 Europe (London) LLP684$27.3K
Hemington Wealth Management333$13.0K
Guerra Advisors Inc20$798