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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 550 | $21.1K | 0.01% | −663−54.7% | Reduced |
| SBI Securities Co., Ltd. | 556 | $21.4K | 0.00% | +223+67.0% | Added |
| Delta Asset Management LLC | 560 | $21.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 561 | $21.5K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 564 | $21.6K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 580 | $22.2K | 0.00% | −245−29.7% | Reduced |
| Palladiem, LLC | 590 | $22.7K | 0.02% | +590 | New |
| Bangor Savings Bank | 593 | $22.8K | 0.00% | +5+0.9% | Added |
| Valley National Advisers Inc | 600 | $23.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 615 | $23.6K | 0.00% | +553+891.9% | Added |
| Strategic Investment Solutions, Inc. | 625 | $24.0K | 0.01% | +6+1.0% | Added |
| Colonial Trust Advisors | 625 | $24.0K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 625 | $24.0K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $25.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 659 | $25.3K | 0.00% | +659 | New |
| First Command Advisory Services, Inc. | 666 | $25.5K | 0.00% | 00.0% | Unchanged |
| American National Bank | 671 | $25.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 672 | $25.8K | 0.00% | −1,912−74.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 650 | $26.0K | 0.01% | +250+62.5% | Added |
| South State Corp. | 686 | $26.3K | 0.00% | −15−2.1% | Reduced |
| Blume Capital Management, Inc. | 700 | $26.9K | 0.00% | −675−49.1% | Reduced |
| Princeton Global Asset Management LLC | 705 | $27.0K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 777 | $27.1K | 0.00% | +777 | New |
| VSM Wealth Advisory, LLC | 720 | $27.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 733 | $28.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 750 | $28.8K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 771 | $29.6K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 776 | $29.8K | 0.00% | +776 | New |
| NBT Bank N A | 800 | $30.7K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $30.8K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 815 | $31.3K | 0.00% | +72+9.7% | Added |
| Ritter Daniher Financial Advisory LLC | 827 | $31.7K | 0.01% | +760+1,134.3% | Added |
| Capital Advisors, Ltd. LLC | 826 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 875 | $33.6K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 900 | $34.5K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 873 | $34.7K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 900 | $35.0K | 0.02% | +900 | New |
| Rosenberg Matthew Hamilton | 947 | $36.3K | 0.01% | +944+31,466.7% | Added |
| Essential Partners LLC | 950 | $36.4K | 0.01% | −1,064−52.8% | Reduced |
| Versant Capital Management, Inc | 967 | $37.1K | 0.00% | −465−32.5% | Reduced |
| Citizens National Bank Trust Department | 1,000 | $38.4K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 1,000 | $38.4K | 0.00% | +1,000 | New |
| Byrne Asset Management LLC | 1,100 | $42.2K | 0.02% | −140−11.3% | Reduced |
| Orion Capital Management LLC | 1,125 | $43.2K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 1,150 | $44.1K | 0.01% | +1,150 | New |
| Bessemer Group Inc | 1,255 | $49.0K | 0.00% | +141+12.7% | Added |
| Quent Capital, LLC | 1,283 | $49.2K | 0.00% | +38+3.1% | Added |
| Los Angeles Capital Management LLC | 1,320 | $51.2K | 0.00% | +1,320 | New |
| Truvestments Capital LLC | 1,415 | $54.3K | 0.01% | +10+0.7% | Added |
| CoreCap Advisors, LLC | 1,445 | $55.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,513 | $58.2K | 0.00% | −105−6.5% | Reduced |
| Massmutual Trust Co FSB | 1,549 | $59.4K | 0.00% | −1,096−41.4% | Reduced |
| TD Waterhouse Canada Inc. | 1,649 | $63.2K | 0.00% | +167+11.3% | Added |
| Asset Dedication, LLC | 1,677 | $64.3K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 1,693 | $64.9K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $65.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,766 | $67.7K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,866 | $71.6K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,935 | $74.2K | 0.00% | +1,935 | New |
| Clearstead Advisors, LLC | 1,993 | $76.5K | 0.00% | −160−7.4% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $77.0K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,055 | $78.8K | 0.04% | +702+51.9% | Added |
| Kennebec Savings Bank | 2,063 | $79.1K | 0.07% | +1,215+143.3% | Added |
| SRS Capital Advisors, Inc. | 2,073 | $79.5K | 0.00% | −20,125−90.7% | Reduced |
| Basecamp Wealth Advisors LLC | 2,124 | $81.5K | 0.02% | +2,124 | New |
| Atlantic Trust, LLC | 2,205 | $84.6K | 0.01% | +705+47.0% | Added |
| Private Trust Co NA | 2,416 | $92.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,419 | $92.8K | 0.00% | +1,328+121.7% | Added |
| Crews Bank & Trust | 2,473 | $94.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 2,705 | $103.8K | 0.01% | +229+9.2% | Added |
| Harbour Investments, Inc. | 2,856 | $109.6K | 0.00% | +114+4.2% | Added |
| Guinness Asset Management LTD | 2,902 | $112.3K | 0.00% | +930+47.2% | Added |
| Trust Co of Vermont | 3,020 | $115.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,099 | $118.9K | 0.02% | −16,110−83.9% | Reduced |
| Entrust Financial LLC | 3,136 | $120.3K | 0.09% | +3,136 | New |
| Whittier Trust Co | 3,130 | $120.4K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,142 | $121.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,298 | $126.5K | 0.00% | +366+12.5% | Added |
| EverSource Wealth Advisors, LLC | 3,299 | $126.5K | 0.00% | +483+17.2% | Added |
| Parallel Advisors, LLC | 3,728 | $143.0K | 0.00% | +18+0.5% | Added |
| BFSG, LLC | 3,869 | $148.4K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,300 | $164.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4,362 | $167.3K | 0.00% | +632+16.9% | Added |
| Fifth Third Bancorp | 4,469 | $171.4K | 0.00% | +1,349+43.2% | Added |
| Centaurus Financial, Inc. | 4,736 | $182.0K | 0.01% | −7−0.1% | Reduced |
| Eastern Bank | 5,062 | $194.2K | 0.00% | −255−4.8% | Reduced |
| Catalyst Financial Partners LLC | 5,222 | $200.3K | 0.02% | +5,222 | New |
| Journey Strategic Wealth LLC | 5,302 | $203.4K | 0.01% | −823−13.4% | Reduced |
| Benjamin Edwards Inc | 5,302 | $203.4K | 0.00% | +5,302 | New |
| Huntington National Bank | 5,320 | $204.1K | 0.00% | −45−0.8% | Reduced |
| Tower Wealth Partners, Inc. | 5,321 | $204.1K | 0.11% | −328−5.8% | Reduced |
| TD Private Client Wealth LLC | 5,326 | $204.3K | 0.00% | −386−6.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,350 | $205.2K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 5,402 | $207.2K | 0.01% | −990−15.5% | Reduced |
| MONECO Advisors, LLC | 5,482 | $210.3K | 0.02% | +166+3.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 5,495 | $210.8K | 0.00% | −810−12.8% | Reduced |
| Virtue Capital Management, LLC | 5,484 | $212.1K | 0.03% | +5,484 | New |
| W.H. Cornerstone Investments Inc. | 5,532 | $212.2K | 0.13% | −151−2.7% | Reduced |
| Anchor Investment Management, LLC | 5,567 | $213.6K | 0.02% | −765−12.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,593 | $214.5K | 0.01% | +5,593 | New |