Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 695 institutions
Q1 2021: 598 institutionsQ2 2021: 589 institutionsQ3 2021: 597 institutionsQ4 2021: 648 institutionsQ1 2022: 642 institutionsQ2 2022: 636 institutionsQ3 2022: 637 institutionsQ4 2022: 657 institutionsQ1 2023: 650 institutionsQ2 2023: 626 institutionsQ3 2023: 584 institutionsQ4 2023: 623 institutionsQ1 2024: 592 institutionsQ2 2024: 601 institutionsQ3 2024: 629 institutionsQ4 2024: 622 institutionsQ1 2025: 677 institutionsQ2 2025: 683 institutionsQ3 2025: 679 institutionsQ4 2025: 695 institutionsQ1 2026: 698 institutionsQ2 2026: 702 institutions
Value heldQ4 2025: $8.66B
Q1 2021: $7.74BQ2 2021: $7.96BQ3 2021: $7.96BQ4 2021: $9.44BQ1 2022: $9.19BQ2 2022: $8.55BQ3 2022: $7.82BQ4 2022: $9.21BQ1 2023: $8.33BQ2 2023: $7.63BQ3 2023: $6.85BQ4 2023: $7.63BQ1 2024: $7.90BQ2 2024: $8.01BQ3 2024: $8.09BQ4 2024: $7.90BQ1 2025: $8.79BQ2 2025: $8.20BQ3 2025: $9.07BQ4 2025: $8.66BQ1 2026: $8.72BQ2 2026: $8.58B
Institutions holding WTRG and their total value by quarter
QuarterHoldersValue
Q2 2026702$8.58B
Q1 2026698$8.72B
Q4 2025695$8.66B
Q3 2025679$9.07B
Q2 2025683$8.20B
Q1 2025677$8.79B
Q4 2024622$7.90B
Q3 2024629$8.09B
Q2 2024601$8.01B
Q1 2024592$7.90B
Q4 2023623$7.63B
Q3 2023584$6.85B
Q2 2023626$7.63B
Q1 2023650$8.33B
Q4 2022657$9.21B
Q3 2022637$7.82B
Q2 2022636$8.55B
Q1 2022642$9.19B
Q4 2021648$9.44B
Q3 2021597$7.96B
Q2 2021589$7.96B
Q1 2021598$7.74B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q3 2025.

Institutions holding WTRG in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Winthrop Capital Management, LLC7$00.00%00.0%Unchanged
Sofos Investments, Inc.1$380.00%00.0%Unchanged
Raleigh Capital Management Inc.1$380.00%00.0%Unchanged
Rakuten Securities, Inc.2$770.00%00.0%Unchanged
Seneschal Advisors, LLC2$770.00%00.0%Unchanged
Hughes Financial Services, LLC3$1150.00%+3New
North Star Investment Management Corp.4$1530.00%00.0%Unchanged
Dunhill Financial, LLC6$2460.00%+6New
American Capital Advisory, LLC8$3070.00%−4−33.3%Reduced
Turning Point Benefit Group, Inc.9$3450.00%00.0%Unchanged
Stone House Investment Management, LLC12$4600.00%00.0%Unchanged
HFM Investment Advisors, LLC12$4610.00%00.0%Unchanged
Financial Consulate, Inc13$4990.00%+13New
Godfrey Financial Associates, Inc.13$4990.00%+13New
Millstone Evans Group, LLC14$5370.00%00.0%Unchanged
SJS Investment Consulting Inc.15$5760.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC17$6520.00%+1+6.3%Added
Spire Wealth Management20$7670.00%00.0%Unchanged
MV Capital Management, Inc.20$7680.00%00.0%Unchanged
Rialto Wealth Management, LLC23$8830.00%00.0%Unchanged
Bare Financial Services, Inc26$9970.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd26$9970.00%+26New
Ogorek Anthony Joseph33$1.00K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC30$1.00K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC28$1.07K0.00%+1+3.7%Added
Sankala Group LLC28$1.12K0.00%+28New
Raffa Wealth Management, LLC31$1.19K0.00%00.0%Unchanged
Signature Equity Partners, LLC34$1.30K0.00%+34New
DiNuzzo Private Wealth, Inc.34$1.30K0.00%00.0%Unchanged
Ankerstar Wealth, LLC36$1.38K0.00%+36New
Cromwell Holdings LLC37$1.42K0.00%00.0%Unchanged
Osbon Capital Management LLC37$1.42K0.00%+37New
Bogart Wealth, LLC42$1.60K0.00%+1+2.4%Added
Bell Investment Advisors, Inc44$1.69K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.50$1.92K0.00%00.0%Unchanged
Ossiam54$2.07K0.00%+54New
Sachetta, LLC57$2.19K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC63$2.42K0.00%00.0%Unchanged
Fairman Group, LLC64$2.46K0.00%+64New
Transamerica Financial Advisors, Inc.73$2.80K0.00%−74−50.3%Reduced
Elyxium Wealth, LLC76$2.92K0.00%+76New
Retirement Wealth Solutions LLC76$2.92K0.00%−12−13.6%Reduced
Tradewinds Capital Management, LLC78$3.00K0.00%00.0%Unchanged
Zimmer Partners, LP80$3.07K0.00%+80New
Thompson Investment Management, Inc.81$3.11K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.85$3.26K0.00%00.0%Unchanged
Garton & Associates Financial Advisors LLC90$3.44K0.00%+90New
Rossby Financial, LCC91$3.50K0.00%+27+42.2%Added
WealthCollab, LLC92$3.53K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.109$4.18K0.00%+109New
Salomon & Ludwin, LLC111$4.20K0.00%00.0%Unchanged
Copia Wealth Management138$5.29K0.00%00.0%Unchanged
Fortitude Family Office, LLC142$5.45K0.00%+62+77.5%Added
New England Capital Financial Advisors LLC157$6.02K0.00%00.0%Unchanged
ORG Partners LLC160$6.14K0.00%+160New
SOA Wealth Advisors, LLC.163$6.27K0.00%−121−42.6%Reduced
Itau Unibanco Holding S.A.171$6.56K0.00%+13+8.2%Added
Cedar Mountain Advisors, LLC171$6.58K0.00%+1+0.6%Added
Cape Investment Advisory, Inc.174$6.66K0.00%+174New
Godsey & Gibb Associates188$7.21K0.00%00.0%Unchanged
Archer Investment Corp189$7.26K0.00%+1+0.5%Added
Trust Co200$7.67K0.00%00.0%Unchanged
Meeder Asset Management Inc208$7.98K0.00%−25−10.7%Reduced
Bruce G. Allen Investments, LLC222$8.52K0.01%00.0%Unchanged
Anfield Capital Management, LLC240$9.21K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc240$9.21K0.00%+15+6.7%Added
Private Wealth Management Group, LLC242$9.28K0.00%00.0%Unchanged
ZRC Wealth Management, LLC243$9.32K0.00%+243New
Peoples Financial Services Corp.250$9.59K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.255$9.78K0.00%+255New
SWAN Capital LLC262$10.1K0.00%00.0%Unchanged
Guinness Atkinson Asset Management Inc276$10.7K0.01%+276New
T. Rowe Price Investment Management, Inc.280$11.0K0.00%00.0%Unchanged
Global Wealth Strategies & Associates300$11.5K0.00%+300New
Westfuller Advisors, LLC305$11.7K0.00%+3+1.0%Added
Covestor Ltd325$12.0K0.01%+11+3.5%Added
Hilltop National Bank325$12.5K0.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC334$12.8K0.01%00.0%Unchanged
Trust Co of Toledo NA350$13.4K0.00%00.0%Unchanged
New Millennium Group LLC355$13.6K0.01%+3+0.9%Added
Concord Wealth Partners365$14.0K0.00%+4+1.1%Added
Robbins Farley LLC375$14.4K0.01%00.0%Unchanged
Bank of New Hampshire375$14.4K0.00%00.0%Unchanged
City State Bank380$14.6K0.00%00.0%Unchanged
Wellington-Altus USA Inc.392$15.0K0.01%+392New
Pinnacle Bancorp, Inc.423$16.2K0.00%00.0%Unchanged
McIlrath & Eck, LLC424$16.3K0.00%00.0%Unchanged
Larson Financial Group LLC426$16.3K0.00%+9+2.2%Added
JFS Wealth Advisors, LLC445$17.1K0.00%+54+13.8%Added
Westside Investment Management, Inc.454$17.6K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC458$17.6K0.00%00.0%Unchanged
Brown Brothers Harriman & Co468$18.0K0.00%00.0%Unchanged
Darwin Advisors, LLC479$18.4K0.01%−127−21.0%Reduced
Root Financial Partners, LLC488$18.7K0.00%+20+4.3%Added
McGuire Capital Advisors Inc493$18.9K0.01%+493New
Barrett & Company, Inc.500$19.2K0.01%00.0%Unchanged
UMA Financial Services, Inc.500$19.2K0.00%00.0%Unchanged
Leonteq Securities AG514$19.7K0.00%+163+46.4%Added
Thurston, Springer, Miller, Herd & Titak, Inc.520$20.0K0.01%+520New
Global X Japan Co., Ltd.542$20.8K0.00%+150+38.3%Added