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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 11,604 | $449.2K | 0.02% | +11,604 | New |
| Farmers Trust Co | 11,739 | $450.3K | 0.07% | +246+2.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,743 | $450.5K | 0.00% | −3,680−23.9% | Reduced |
| Pullen Investment Management, LLC | 11,761 | $451.2K | 0.24% | −231−1.9% | Reduced |
| Royal London Asset Management Ltd | 11,785 | $452.1K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 11,931 | $457.7K | 0.00% | −270−2.2% | Reduced |
| Rakuten Investment Management, Inc. | 11,881 | $459.9K | 0.00% | +332+2.9% | Added |
| Mitchell Sinkler & Starr | 12,037 | $461.7K | 0.21% | −787−6.1% | Reduced |
| Ieq Capital, LLC | 12,186 | $467.4K | 0.00% | −63,881−84.0% | Reduced |
| Summit Trail Advisors, LLC | 12,302 | $471.9K | 0.01% | −3,230−20.8% | Reduced |
| Pinebridge Investments LLC | 12,319 | $472.6K | 0.00% | +12,319 | New |
| CAPROCK Group, Inc. | 12,342 | $473.4K | 0.01% | +12,342 | New |
| Vinva Investment Management Ltd | 12,457 | $479.0K | 0.01% | −3,973−24.2% | Reduced |
| denkapparat Operations GmbH | 12,528 | $480.6K | 0.26% | 00.0% | Unchanged |
| Schroder Investment Management Group | 12,509 | $481.0K | 0.00% | +3,830+44.1% | Added |
| Tokio Marine Asset Management Co Ltd | 12,661 | $485.7K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 12,729 | $488.3K | 0.14% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 12,784 | $490.4K | 0.43% | 00.0% | Unchanged |
| CSS LLC | 13,000 | $498.7K | 0.03% | +13,000 | New |
| Jump Financial, LLC | 13,027 | $499.7K | 0.01% | +13,027 | New |
| First Citizens Bank & Trust Co | 13,266 | $508.9K | 0.01% | +230+1.8% | Added |
| Metis Global Partners, LLC | 13,289 | $509.8K | 0.01% | −319−2.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,354 | $512.3K | 0.00% | +250+1.9% | Added |
| Whalen Wealth Management Inc. | 13,385 | $513.4K | 0.28% | +6,122+84.3% | Added |
| Janus Henderson Group PLC | 13,466 | $516.5K | 0.00% | +5,000+59.1% | Added |
| Red Door Wealth Management, LLC | 13,537 | $519.3K | 0.05% | +14+0.1% | Added |
| Peoples Bank | 13,803 | $529.5K | 0.53% | −200−1.4% | Reduced |
| Rockefeller Capital Management L.P. | 13,896 | $533.1K | 0.00% | +2,873+26.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,898 | $533.1K | 0.01% | +13,898 | New |
| Ingalls & Snyder LLC | 14,210 | $545.0K | 0.02% | −1,681−10.6% | Reduced |
| Intech Investment Management LLC | 14,224 | $545.6K | 0.00% | −32,110−69.3% | Reduced |
| US Bancorp | 14,237 | $546.1K | 0.00% | +159+1.1% | Added |
| Truist Financial Corp | 14,325 | $549.5K | 0.00% | −8,363−36.9% | Reduced |
| Resurgent Financial Advisors LLC | 14,413 | $552.9K | 0.28% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 14,370 | $553.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 14,518 | $556.9K | 0.02% | +4,876+50.6% | Added |
| Kathmere Capital Management, LLC | 14,532 | $557.4K | 0.04% | +4,032+38.4% | Added |
| Nomura Holdings Inc | 14,898 | $571.5K | 0.00% | +1,602+12.0% | Added |
| Oakmont Investment Advisors, Inc. | 14,916 | $572.2K | 0.42% | +14,916 | New |
| First Pacific Financial | 14,940 | $573.1K | 0.07% | −710−4.5% | Reduced |
| HB Wealth Management, LLC | 15,098 | $579.2K | 0.00% | +977+6.9% | Added |
| D.A. Davidson & Co. | 15,194 | $582.8K | 0.00% | +425+2.9% | Added |
| Chesapeake Capital Corp | 15,204 | $583.2K | 0.49% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 15,311 | $587.3K | 0.03% | +1,553+11.3% | Added |
| Loudon Investment Management, LLC | 15,463 | $593.2K | 0.31% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 15,556 | $596.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15,740 | $603.8K | 0.01% | +4,351+38.2% | Added |
| Blossom Wealth Management | 15,874 | $608.9K | 1.01% | −1,886−10.6% | Reduced |
| Everence Capital Management Inc | 15,970 | $613.0K | 0.04% | 00.0% | Unchanged |
| Everett Harris & Co | 16,000 | $613.8K | 0.01% | +1,000+6.7% | Added |
| Sterling Capital Management LLC | 16,626 | $637.8K | 0.01% | −713−4.1% | Reduced |
| Harvest Management LLC | 17,000 | $652.1K | 0.24% | +17,000 | New |
| Schnieders Capital Management, LLC. | 17,071 | $654.8K | 0.10% | +17,071 | New |
| NorthStar Asset Management LLC | 17,117 | $656.6K | 0.30% | +17,117 | New |
| Belpointe Asset Management LLC | 17,162 | $658.4K | 0.02% | −113−0.7% | Reduced |
| Smithfield Trust Co | 17,269 | $663.0K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 17,554 | $673.0K | 0.00% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 17,596 | $675.0K | 0.03% | +2,075+13.4% | Added |
| Rothschild Investment LLC | 17,692 | $678.7K | 0.04% | −807−4.4% | Reduced |
| Dakota Wealth Management | 17,848 | $684.7K | 0.01% | +17,848 | New |
| Allstate Corp | 18,136 | $695.7K | 0.01% | +8,671+91.6% | Added |
| Crossmark Global Holdings, Inc. | 18,299 | $701.9K | 0.01% | +201+1.1% | Added |
| Prudential Financial Inc | 18,538 | $711.1K | 0.00% | −34,012−64.7% | Reduced |
| AMF Pensionsforsakring AB | 18,594 | $713.3K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 18,617 | $715.8K | 0.04% | +14,725+378.3% | Added |
| Brevan Howard Capital Management LP | 18,703 | $717.4K | 0.01% | −27,656−59.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 18,711 | $717.8K | 0.41% | −4,250−18.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,975 | $727.9K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 19,012 | $729.7K | 0.00% | −57,877−75.3% | Reduced |
| Costello Asset Management, INC | 19,054 | $730.9K | 0.24% | −79,049−80.6% | Reduced |
| Investment Management Corp of Ontario | 19,055 | $731.0K | 0.01% | +5,818+44.0% | Added |
| Wealthspire Advisors, LLC | 19,405 | $744.4K | 0.01% | +2,599+15.5% | Added |
| Federated Hermes, Inc. | 19,415 | $744.8K | 0.00% | −1,843−8.7% | Reduced |
| Polymer Capital Management (US) LLC | 19,645 | $753.6K | 0.10% | +19,645 | New |
| Aristotle Capital Boston, LLC | 19,733 | $757.0K | 0.04% | −922−4.5% | Reduced |
| QRG Capital Management, Inc. | 19,841 | $761.1K | 0.01% | +1,173+6.3% | Added |
| CIBC Private Wealth Group, LLC | 19,952 | $765.4K | 0.00% | −1,170−5.5% | Reduced |
| Fiduciary Trust Co | 19,964 | $765.8K | 0.01% | −176−0.9% | Reduced |
| Summit Financial, LLC | 20,016 | $767.8K | 0.01% | +40+0.2% | Added |
| Blair William & Co | 20,066 | $769.7K | 0.00% | −1,999−9.1% | Reduced |
| Occudo Quantitative Strategies LP | 20,142 | $772.6K | 0.05% | +20,142 | New |
| CIBC Asset Management Inc | 20,246 | $776.6K | 0.00% | +3,600+21.6% | Added |
| Blue Bell Private Wealth Management, LLC | 20,359 | $781.0K | 0.11% | −1,825−8.2% | Reduced |
| Koss-Olinger Consulting, LLC | 20,543 | $788.0K | 0.06% | −6,243−23.3% | Reduced |
| Securian Asset Management, Inc | 20,549 | $788.3K | 0.03% | −456−2.2% | Reduced |
| Holos Integrated Wealth LLC | 20,455 | $791.0K | 0.44% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 21,068 | $808.2K | 0.01% | +30.0% | Added |
| Aspire Private Capital, LLC | 21,176 | $812.3K | 0.18% | 00.0% | Unchanged |
| CenterBook Partners LP | 21,503 | $824.9K | 0.04% | −24,532−53.3% | Reduced |
| Ethic Inc. | 21,770 | $835.1K | 0.01% | −3,719−14.6% | Reduced |
| Haverford Trust Co | 22,091 | $847.4K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 22,985 | $881.7K | 0.01% | −3,998−14.8% | Reduced |
| Hamrick Investment Counsel, llc | 23,066 | $884.8K | 0.66% | +23,066 | New |
| Kingdom Financial Group LLC. | 23,269 | $892.6K | 0.28% | +23,269 | New |
| Prelude Capital Management, LLC | 23,372 | $896.5K | 0.07% | +23,372 | New |
| Key Financial Inc | 23,802 | $913.0K | 0.17% | +43+0.2% | Added |
| PW Nova Financial Services LLC | 23,895 | $924.0K | 0.35% | +23,895 | New |
| Achmea Investment Management B.V. | 24,791 | $951.0K | 0.02% | +24,791 | New |
| Lido Advisors, LLC | 23,912 | $953.3K | 0.00% | −110.0% | Reduced |
| Perigon Wealth Management, LLC | 24,987 | $958.5K | 0.02% | +24,987 | New |