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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 5,639 | $216.3K | 0.00% | −347−5.8% | Reduced |
| Profund Advisors LLC | 5,744 | $220.3K | 0.01% | −512−8.2% | Reduced |
| Tred Avon Family Wealth, LLC | 5,803 | $222.6K | 0.07% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 5,865 | $225.0K | 0.01% | +5,865 | New |
| Evergreen Capital Management LLC | 5,867 | $225.1K | 0.01% | −1,729−22.8% | Reduced |
| Nations Financial Group Inc, | 5,870 | $225.2K | 0.01% | −41−0.7% | Reduced |
| V-Square Quantitative Management LLC | 5,904 | $226.5K | 0.02% | +5,904 | New |
| Charter Research & Investment Group, Inc. | 5,930 | $227.5K | 0.15% | 00.0% | Unchanged |
| Romano Brothers and Company | 5,930 | $227.5K | 0.03% | +20.0% | Added |
| Sigma Planning Corp | 5,936 | $227.7K | 0.01% | −269−4.3% | Reduced |
| Phoenix Holdings Ltd. | 6,059 | $232.2K | 0.00% | −392−6.1% | Reduced |
| Wesbanco Bank Inc | 6,171 | $236.7K | 0.01% | +6,171 | New |
| LaSalle St. Investment Advisors, LLC | 6,240 | $239.0K | 0.04% | +12+0.2% | Added |
| MidWestOne Financial Group, Inc. | 6,250 | $239.8K | 0.03% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,250 | $239.8K | 0.05% | 00.0% | Unchanged |
| PTM Wealth Management, LLC | 6,443 | $243.5K | 0.14% | +56+0.9% | Added |
| MAI Capital Management | 6,493 | $249.1K | 0.00% | +175+2.8% | Added |
| S Harris Financial Group, LLC | 6,586 | $252.6K | 0.24% | +6,586 | New |
| Ascent Group, LLC | 6,586 | $252.6K | 0.01% | −7−0.1% | Reduced |
| Intrua Financial, LLC | 6,631 | $254.4K | 0.03% | −348−5.0% | Reduced |
| Vident Advisory, LLC | 6,657 | $255.4K | 0.00% | +1,085+19.5% | Added |
| Kennedy Investment Group | 6,691 | $256.7K | 0.10% | −84−1.2% | Reduced |
| Providence Wealth Advisors, LLC | 6,835 | $257.5K | 0.16% | 00.0% | Unchanged |
| STRS Ohio | 6,718 | $257.7K | 0.00% | +12+0.2% | Added |
| Northstar Asset Management LLC | 6,750 | $258.9K | 0.05% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 6,763 | $259.4K | 0.01% | +6,763 | New |
| Advisors Capital Management, LLC | 6,819 | $261.6K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,919 | $265.4K | 0.00% | +15+0.2% | Added |
| We Are One Seven, LLC | 6,935 | $266.0K | 0.01% | +143+2.1% | Added |
| Cozad Asset Management Inc | 7,000 | $268.5K | 0.02% | +1,000+16.7% | Added |
| RTD Financial Advisors, Inc. | 7,103 | $272.5K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,127 | $273.4K | 0.00% | +7+0.1% | Added |
| Cetera Trust Company, N.A | 7,235 | $277.5K | 0.15% | +315+4.6% | Added |
| Qsemble Capital Management, LP | 7,250 | $278.1K | 0.02% | +7,250 | New |
| Gryphon Financial Partners LLC | 7,253 | $278.2K | 0.03% | +7,253 | New |
| Assetmark, Inc | 7,313 | $280.5K | 0.00% | −146−2.0% | Reduced |
| Birch Hill Investment Advisors LLC | 7,484 | $287.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 7,537 | $289.1K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 7,544 | $289.4K | 0.00% | +7,544 | New |
| Tompkins Financial Corp | 7,567 | $290.3K | 0.02% | +1,682+28.6% | Added |
| Flagship Capital Management Inc. | 7,595 | $291.3K | 0.21% | +7,595 | New |
| Catalyst Funds Management Pty Ltd | 7,600 | $291.5K | 0.07% | +7,600 | New |
| Pallas Capital Advisors LLC | 7,708 | $295.7K | 0.01% | −138−1.8% | Reduced |
| O'Brien Greene & Co. Inc | 7,714 | $295.9K | 0.09% | −400−4.9% | Reduced |
| Greenleaf Trust | 7,772 | $298.1K | 0.00% | +1,432+22.6% | Added |
| GSG Advisors LLC | 7,797 | $299.1K | 0.08% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,813 | $299.7K | 0.01% | −3,818−32.8% | Reduced |
| Armstrong Advisory Group, Inc | 7,924 | $304.0K | 0.02% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,035 | $308.2K | 0.10% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,066 | $309.4K | 0.00% | +8,066 | New |
| ELCO Management Co., LLC | 8,170 | $313.4K | 0.20% | −3,132−27.7% | Reduced |
| Merit Financial Group, LLC | 8,172 | $313.5K | 0.00% | +776+10.5% | Added |
| Apella Capital, LLC | 8,254 | $316.6K | 0.01% | −92−1.1% | Reduced |
| Glenview Trust Co | 8,274 | $317.4K | 0.00% | −450−5.2% | Reduced |
| Osmosis Investment Management UK Ltd | 8,313 | $318.9K | 0.01% | +8,313 | New |
| Rowland & Co Investment Counsel | 8,354 | $320.5K | 0.06% | +9+0.1% | Added |
| RSM US Wealth Management LLC | 8,370 | $321.8K | 0.00% | −417−4.7% | Reduced |
| HBK Sorce Advisory LLC | 8,604 | $322.0K | 0.01% | +312+3.8% | Added |
| Tower Research Capital LLC (TRC) | 8,402 | $322.3K | 0.01% | +1,088+14.9% | Added |
| Oppenheimer & Co Inc | 8,503 | $326.2K | 0.00% | −415−4.7% | Reduced |
| Hantz Financial Services, Inc. | 8,599 | $330.0K | 0.00% | −426−4.7% | Reduced |
| Continuum Advisory, LLC | 8,716 | $334.3K | 0.03% | +10.0% | Added |
| Procyon Private Wealth Partners, LLC | 8,753 | $335.8K | 0.02% | +7+0.1% | Added |
| CX Institutional | 8,864 | $340.0K | 0.01% | −5,598−38.7% | Reduced |
| Banque Cantonale Vaudoise | 8,941 | $342.0K | 0.01% | +8,672+3,223.8% | Added |
| CWM Advisors, LLC | 8,959 | $343.7K | 0.03% | −12,449−58.2% | Reduced |
| RIA Advisory Group LLC | 8,962 | $343.8K | 0.08% | +8,962 | New |
| Signaturefd, LLC | 8,996 | $345.1K | 0.01% | +365+4.2% | Added |
| Modern Wealth Management, LLC | 9,025 | $346.2K | 0.01% | +1,245+16.0% | Added |
| Glen Eagle Advisors, LLC | 9,207 | $353.2K | 0.05% | −81−0.9% | Reduced |
| Vestcor Inc | 9,259 | $355.0K | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,273 | $355.7K | 0.00% | −27,443−74.7% | Reduced |
| Omers Administration Corp | 9,312 | $357.2K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 9,327 | $357.8K | 0.00% | −8,523−47.7% | Reduced |
| Mendel Money Management | 9,340 | $358.3K | 0.15% | −100−1.1% | Reduced |
| CIBC World Markets Corp | 9,732 | $373.3K | 0.00% | +9,732 | New |
| North Dakota State Investment Board | 9,774 | $374.9K | 0.01% | +9,774 | New |
| Commerce Bank | 9,776 | $375.0K | 0.00% | +112+1.2% | Added |
| Seeds Investor LLC | 9,874 | $378.8K | 0.07% | +4,238+75.2% | Added |
| Chase Investment Counsel Corp | 10,061 | $385.0K | 0.11% | +10,061 | New |
| Institute for Wealth Management, LLC. | 10,062 | $386.0K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 10,207 | $391.5K | 0.01% | +1,661+19.4% | Added |
| BKD Wealth Advisors, LLC | 10,453 | $401.0K | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 10,467 | $401.5K | 0.01% | +10,467 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 10,566 | $405.0K | 0.00% | −113−1.1% | Reduced |
| AE Wealth Management LLC | 10,598 | $406.5K | 0.00% | −1,258−10.6% | Reduced |
| United Capital Financial Advisers, LLC | 10,632 | $407.8K | 0.00% | −76−0.7% | Reduced |
| Gulf International Bank (UK) Ltd | 10,690 | $410.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 10,767 | $413.0K | 0.02% | +2,406+28.8% | Added |
| Independent Advisor Alliance | 10,793 | $414.0K | 0.01% | −176−1.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,807 | $414.6K | 0.02% | +92+0.9% | Added |
| Coastal Bridge Advisors, LLC | 10,857 | $416.5K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 10,929 | $419.2K | 0.01% | −6,940−38.8% | Reduced |
| EagleClaw Capital Managment, LLC | 11,052 | $424.0K | 0.06% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 11,074 | $425.0K | 0.12% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 11,103 | $425.9K | 0.08% | +19+0.2% | Added |
| Sanctuary Advisors, LLC | 11,212 | $430.1K | 0.00% | −4,461−28.5% | Reduced |
| Quaker Wealth Management, LLC | 11,264 | $432.1K | 0.14% | −504−4.3% | Reduced |
| WealthTrust Axiom LLC | 11,420 | $438.1K | 0.11% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 11,613 | $445.5K | 0.01% | +803+7.4% | Added |