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 |
|---|---|---|---|---|---|
| Polar Asset Management Partners Inc. | 25,000 | $959.0K | 0.02% | +25,000 | New |
| Cullen Capital Management LLC | 25,201 | $966.7K | 0.01% | −1,503−5.6% | Reduced |
| Community Bank, N.A. | 25,468 | $976.9K | 0.12% | −500−1.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 25,767 | $988.4K | 0.01% | −606−2.3% | Reduced |
| Blackhill Capital Inc | 26,041 | $998.9K | 0.05% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 26,056 | $999.5K | 2.66% | +26,056 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,161 | $1.00M | 0.01% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 26,163 | $1.00M | 0.12% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 26,210 | $1.01M | 0.03% | +8,027+44.1% | Added |
| apricus wealth, LLC | 26,262 | $1.01M | 0.51% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 26,408 | $1.01M | 0.00% | −183−0.7% | Reduced |
| Wealthcare Advisory Partners LLC | 26,517 | $1.02M | 0.02% | +437+1.7% | Added |
| Public Employees Retirement Association of Colorado | 26,545 | $1.02M | 0.00% | −370,252−93.3% | Reduced |
| Voya Investment Management LLC | 26,707 | $1.02M | 0.00% | −656−2.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 26,908 | $1.03M | 0.19% | +1,100+4.3% | Added |
| Pine Valley Investments Ltd Liability Co | 27,062 | $1.04M | 0.05% | +40.0% | Added |
| Lee Financial Co | 27,221 | $1.04M | 0.14% | −3,283−10.8% | Reduced |
| Commerzbank Aktiengesellschaft | 27,263 | $1.05M | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 38,387 | $1.07M | 0.03% | −2,510−6.1% | Reduced |
| State of Alaska, Department of Revenue | 28,045 | $1.07M | 0.01% | −1,880−6.3% | Reduced |
| Credit Agricole S A | 29,952 | $1.15M | 0.00% | −5,926−16.5% | Reduced |
| Moors & Cabot, Inc. | 30,005 | $1.15M | 0.05% | +438+1.5% | Added |
| Captrust Financial Advisors | 30,051 | $1.15M | 0.00% | −293−1.0% | Reduced |
| Kestra Advisory Services, LLC | 30,140 | $1.16M | 0.00% | +2,812+10.3% | Added |
| Bank of Nova Scotia | 30,518 | $1.17M | 0.00% | +5,155+20.3% | Added |
| Addison Capital Co | 30,623 | $1.17M | 0.29% | −1,867−5.7% | Reduced |
| Vise Technologies, Inc. | 30,966 | $1.19M | 0.02% | +3,752+13.8% | Added |
| Colony Group, LLC | 31,582 | $1.22M | 0.00% | +6,087+23.9% | Added |
| Pathway Financial Advisers, LLC | 31,919 | $1.22M | 0.35% | −599−1.8% | Reduced |
| Philadelphia Trust Co | 32,464 | $1.25M | 0.09% | +5,000+18.2% | Added |
| Christine Messmer PC | 32,494 | $1.25M | 0.81% | +32,494 | New |
| Neuberger Berman Group LLC | 33,569 | $1.29M | 0.00% | −932−2.7% | Reduced |
| Pacer Advisors, Inc. | 33,844 | $1.30M | 0.00% | −14,113−29.4% | Reduced |
| Atria Investments LLC | 34,106 | $1.31M | 0.01% | −3,524−9.4% | Reduced |
| Kennedy Capital Management, Inc. | 34,112 | $1.31M | 0.03% | −29,921−46.7% | Reduced |
| OP Asset Management Ltd | 34,203 | $1.31M | 0.02% | +3,017+9.7% | Added |
| Spirit of America Management Corp | 34,350 | $1.32M | 0.28% | +1,750+5.4% | Added |
| Northwest & Ethical Investments L.P. | 34,524 | $1.32M | 0.03% | +1,897+5.8% | Added |
| Investors Research Corp | 34,650 | $1.33M | 0.24% | −700−2.0% | Reduced |
| GWM Advisors LLC | 35,629 | $1.37M | 0.00% | +47+0.1% | Added |
| Nissay Asset Management Corp | 35,842 | $1.37M | 0.01% | +549+1.6% | Added |
| Pathstone Holdings, LLC | 36,269 | $1.39M | 0.01% | −640−1.7% | Reduced |
| Capital Innovations LLC | 36,596 | $1.40M | 0.40% | +36,596 | New |
| Steward Partners Investment Advisory, LLC | 36,610 | $1.40M | 0.01% | −4,680−11.3% | Reduced |
| Water Island Capital LLC | 36,646 | $1.41M | 0.17% | +36,646 | New |
| Raiffeisen Bank International AG | 36,912 | $1.42M | 0.02% | −6,233−14.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 37,199 | $1.43M | 0.01% | +1,863+5.3% | Added |
| Versor Investments LP | 37,291 | $1.43M | 0.22% | +37,291 | New |
| A. D. Beadell Investment Counsel, Inc. | 37,345 | $1.43M | 0.93% | +37,345 | New |
| Clear Harbor Asset Management, LLC | 37,559 | $1.44M | 0.10% | −2,020−5.1% | Reduced |
| CWM, LLC | 38,421 | $1.47M | 0.00% | −1,731−4.3% | Reduced |
| Agp Franklin, LLC | 38,787 | $1.49M | 0.70% | −70−0.2% | Reduced |
| Toroso Investments, LLC | 39,439 | $1.51M | 0.01% | +23,103+141.4% | Added |
| Radnor Capital Management, LLC | 40,060 | $1.54M | 0.23% | −960−2.3% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 40,061 | $1.54M | 1.61% | −5,025−11.1% | Reduced |
| JustInvest LLC | 41,777 | $1.60M | 0.02% | −517−1.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 42,119 | $1.62M | 0.00% | +2,978+7.6% | Added |
| Victory Capital Management Inc | 42,133 | $1.62M | 0.00% | +274+0.7% | Added |
| Xponance, Inc. | 42,314 | $1.62M | 0.01% | −5,315−11.2% | Reduced |
| Generali Asset Management SPA SGR | 42,421 | $1.63M | 0.03% | +3,603+9.3% | Added |
| M&T Bank Corp | 43,617 | $1.67M | 0.01% | −5,684−11.5% | Reduced |
| Sequoia Financial Advisors, LLC | 44,460 | $1.71M | 0.01% | +6,733+17.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 45,000 | $1.73M | 0.01% | +45,000 | New |
| Jefferies Financial Group Inc. | 45,400 | $1.74M | 0.01% | +9,848+27.7% | Added |
| Heartland Advisors Inc | 45,483 | $1.74M | 0.09% | −322,179−87.6% | Reduced |
| CI Private Wealth, LLC | 45,517 | $1.75M | 0.00% | +4,351+10.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 46,008 | $1.76M | 0.00% | +46,008 | New |
| Utah Retirement Systems | 46,226 | $1.77M | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 47,676 | $1.83M | 0.04% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 49,668 | $1.91M | 0.01% | +9,347+23.2% | Added |
| Secure Asset Management, LLC | 50,284 | $1.93M | 0.30% | +1,437+2.9% | Added |
| Nisa Investment Advisors, LLC | 50,545 | $1.94M | 0.01% | +3,321+7.0% | Added |
| BLB&B Advisors, LLC | 52,976 | $2.03M | 0.08% | −1,539−2.8% | Reduced |
| SG Americas Securities, LLC | 53,037 | $2.03M | 0.00% | −17,941−25.3% | Reduced |
| Advisor Group Holdings, Inc. | 53,084 | $2.04M | 0.00% | +3,179+6.4% | Added |
| New Mexico Educational Retirement Board | 53,400 | $2.05M | 0.06% | 00.0% | Unchanged |
| Cerity Partners LLC | 53,628 | $2.06M | 0.00% | −3,256−5.7% | Reduced |
| Bridgewater Advisors Inc. | 54,604 | $2.09M | 0.14% | −43−0.1% | Reduced |
| Mercer Global Advisors Inc | 54,880 | $2.11M | 0.00% | +3,845+7.5% | Added |
| Inspire Advisors, LLC | 55,575 | $2.13M | 0.20% | +27,741+99.7% | Added |
| Advisors Asset Management, Inc. | 55,619 | $2.13M | 0.04% | +17,956+47.7% | Added |
| Benedict Financial Advisors Inc | 55,930 | $2.15M | 0.45% | −3,299−5.6% | Reduced |
| Oregon Public Employees Retirement Fund | 56,188 | $2.16M | 0.03% | −262−0.5% | Reduced |
| Exchange Traded Concepts, LLC | 56,593 | $2.17M | 0.02% | −3,082−5.2% | Reduced |
| Warren Averett Asset Management, LLC | 57,406 | $2.20M | 0.02% | +1,945+3.5% | Added |
| Gamco Investors, Inc. Et Al | 58,487 | $2.24M | 0.02% | +58,487 | New |
| Kempen Capital Management N.V. | 59,550 | $2.28M | 0.02% | +14,562+32.4% | Added |
| Bryn Mawr Trust Co | 62,956 | $2.41M | 0.06% | +20,318+47.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 63,312 | $2.43M | 0.03% | +797+1.3% | Added |
| Thrivent Financial for Lutherans | 64,241 | $2.46M | 0.00% | −36,781−36.4% | Reduced |
| Arcadia Investment Management Corp | 64,675 | $2.48M | 0.40% | −1,575−2.4% | Reduced |
| Marshall Wace, LLP | 64,981 | $2.49M | 0.00% | +64,981 | New |
| Private Advisor Group, LLC | 65,677 | $2.52M | 0.01% | −9,269−12.4% | Reduced |
| State of Michigan Retirement System | 66,871 | $2.57M | 0.01% | −7,300−9.8% | Reduced |
| DnB Asset Management AS | 67,180 | $2.58M | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 68,210 | $2.62M | 0.08% | −2,165−3.1% | Reduced |
| Forsta Ap-Fonden | 68,300 | $2.62M | 0.02% | −6,200−8.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 68,336 | $2.62M | 0.02% | +68,336 | New |
| Jacobi Capital Management LLC | 71,475 | $2.74M | 0.16% | −1,082−1.5% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 72,428 | $2.78M | 0.03% | +72,428 | New |