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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 72,909 | $2.80M | 0.01% | +72,909 | New |
| Aurora Investment Counsel | 73,169 | $2.81M | 1.48% | +2,768+3.9% | Added |
| IFM Investors Pty Ltd | 73,486 | $2.82M | 0.02% | +2,705+3.8% | Added |
| Comerica Bank | 73,563 | $2.82M | 0.01% | −3,565−4.6% | Reduced |
| Envestnet Asset Management Inc | 73,678 | $2.83M | 0.00% | −14,308−16.3% | Reduced |
| Canada Pension Plan Investment Board | 74,900 | $2.87M | 0.00% | −11,586,195−99.4% | Reduced |
| Agf Management Ltd | 76,692 | $2.94M | 0.01% | −7,041−8.4% | Reduced |
| Arizona State Retirement System | 77,013 | $2.95M | 0.02% | −5,592−6.8% | Reduced |
| Louisiana State Employees Retirement System | 78,300 | $3.00M | 0.05% | +200+0.3% | Added |
| State of New Jersey Common Pension Fund D | 78,493 | $3.01M | 0.01% | +2,509+3.3% | Added |
| ASR Vermogensbeheer N.V. | 78,856 | $3.02M | 0.04% | −725−0.9% | Reduced |
| Prudential PLC | 79,077 | $3.03M | 0.02% | +10,666+15.6% | Added |
| Synergy Financial Management, LLC | 79,824 | $3.06M | 0.32% | −154,355−65.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 80,129 | $3.07M | 0.00% | +80,129 | New |
| Trilogy Capital Inc. | 80,502 | $3.09M | 0.14% | +80,502 | New |
| Alpine Woods Capital Investors, LLC | 82,933 | $3.18M | 0.76% | +7,119+9.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 83,188 | $3.19M | 0.02% | +262+0.3% | Added |
| Mint Tower Capital Management B.V. | 83,331 | $3.20M | 0.41% | +83,331 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 84,064 | $3.22M | 0.00% | +68,297+433.2% | Added |
| Texas Yale Capital Corp. | 84,138 | $3.23M | 0.10% | +1,250+1.5% | Added |
| Public Employees Retirement System of Ohio | 84,410 | $3.24M | 0.01% | −3,201−3.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 84,819 | $3.25M | 0.02% | +13,000+18.1% | Added |
| Resona Asset Management Co.,Ltd. | 86,439 | $3.32M | 0.02% | +2,640+3.2% | Added |
| Federation des caisses Desjardins du Quebec | 87,855 | $3.37M | 0.01% | +13,244+17.8% | Added |
| South Dakota Investment Council | 87,906 | $3.37M | 0.06% | −7,800−8.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 88,829 | $3.42M | 0.00% | −2,518−2.8% | Reduced |
| Glenmede Trust Co NA | 90,792 | $3.48M | 0.02% | +90,792 | New |
| Yousif Capital Management, LLC | 89,725 | $3.53M | 0.04% | −801−0.9% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 92,461 | $3.55M | 2.91% | +92,461 | New |
| HSBC Holdings PLC | 92,828 | $3.56M | 0.00% | −4,811−4.9% | Reduced |
| Gateway Investment Advisers LLC | 92,972 | $3.57M | 0.03% | +92,972 | New |
| Swiss Life Asset Management Ltd | 94,617 | $3.63M | 0.02% | −10,316−9.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 94,771 | $3.63M | 0.01% | −6,380−6.3% | Reduced |
| Brown Advisory Inc | 97,391 | $3.74M | 0.01% | −3,413−3.4% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 98,075 | $3.76M | 0.14% | +98,075 | New |
| Mn Services Vermogensbeheer B.V. | 98,275 | $3.77M | 0.02% | +2,075+2.2% | Added |
| Vontobel Holding Ltd. | 99,453 | $3.82M | 0.01% | −58−0.1% | Reduced |
| HighTower Advisors, LLC | 102,251 | $3.92M | 0.00% | +1,531+1.5% | Added |
| Danske Bank A/S | 103,209 | $3.96M | 0.01% | +9,900+10.6% | Added |
| First National Bank & Trust Co of Newtown | 103,260 | $3.96M | 0.73% | −2,825−2.7% | Reduced |
| Asset Management One Co.,Ltd. | 102,722 | $3.98M | 0.01% | −1,466−1.4% | Reduced |
| Cambiar Investors LLC | 104,260 | $4.00M | 0.18% | −22,188−17.5% | Reduced |
| Hennessy Advisors Inc | 104,300 | $4.00M | 0.14% | −1,900−1.8% | Reduced |
| NFJ Investment Group, LLC | 105,602 | $4.05M | 0.15% | −28,765−21.4% | Reduced |
| Covea Finance | 109,400 | $4.20M | 0.14% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 108,822 | $4.22M | 0.01% | −18,610−14.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 112,287 | $4.31M | 0.01% | −6,378−5.4% | Reduced |
| Coston, McIsaac & Partners | 115,170 | $4.42M | 1.03% | +2,767+2.5% | Added |
| HM Payson & Co | 116,608 | $4.47M | 0.06% | 00.0% | Unchanged |
| Intesa Sanpaolo S.p.A. | 117,100 | $4.50M | 0.29% | +117,100 | New |
| Tredje AP-fonden | 117,480 | $4.51M | 0.03% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 117,497 | $4.51M | 0.01% | −8,585−6.8% | Reduced |
| Balyasny Asset Management LLC | 117,757 | $4.52M | 0.01% | +117,757 | New |
| Mutual of America Capital Management LLC | 117,766 | $4.52M | 0.05% | −11,762−9.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 118,303 | $4.54M | 0.01% | −21,020−15.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 120,521 | $4.62M | 0.04% | −2,400−2.0% | Reduced |
| SEI Investments Co | 121,420 | $4.66M | 0.00% | +24,594+25.4% | Added |
| Holocene Advisors, LP | 124,144 | $4.76M | 0.01% | −29,738−19.3% | Reduced |
| Amalgamated Bank | 124,785 | $4.79M | 0.03% | −3,481−2.7% | Reduced |
| Nuance Investments, LLC | 126,035 | $4.83M | 0.53% | +126,035 | New |
| American Century Companies Inc | 126,718 | $4.86M | 0.00% | +246+0.2% | Added |
| Ostrum Asset Management | 127,515 | $4.89M | 0.23% | −88,675−41.0% | Reduced |
| Alps Advisors Inc | 127,596 | $4.89M | 0.03% | −6,367−4.8% | Reduced |
| Abn Amro Investment Solutions | 128,266 | $4.92M | 0.07% | −21,093−14.1% | Reduced |
| First Manhattan Co | 130,006 | $4.99M | 0.01% | −10,865−7.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 132,788 | $5.09M | 0.77% | +964+0.7% | Added |
| Baird Financial Group, Inc. | 133,230 | $5.11M | 0.01% | +334+0.3% | Added |
| Toth Financial Advisory Corp | 134,664 | $5.17M | 0.56% | +6,865+5.4% | Added |
| MetLife Investment Management | 138,229 | $5.30M | 0.03% | −5,925−4.1% | Reduced |
| Bank of Montreal | 139,005 | $5.33M | 0.00% | −15,781−10.2% | Reduced |
| XTX Topco Ltd | 139,884 | $5.37M | 0.14% | +139,884 | New |
| Guggenheim Capital LLC | 142,012 | $5.45M | 0.04% | +17,214+13.8% | Added |
| BNP Paribas Arbitrage, SA | 145,038 | $5.56M | 0.00% | −5,806−3.8% | Reduced |
| State of Wisconsin Investment Board | 146,430 | $5.62M | 0.01% | +1,726+1.2% | Added |
| APG Asset Management N.V. | 173,519 | $5.67M | 0.02% | −17,206−9.0% | Reduced |
| Korea Investment CORP | 151,048 | $5.79M | 0.01% | −130,200−46.3% | Reduced |
| TD Asset Management Inc | 155,090 | $5.95M | 0.00% | +2,600+1.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 156,885 | $6.02M | 0.01% | −18,722−10.7% | Reduced |
| Natixis | 156,989 | $6.02M | 0.02% | +156,989 | New |
| Wills Financial Group LLC | 157,313 | $6.03M | 2.31% | −2,170−1.4% | Reduced |
| Abc Arbitrage SA | 160,405 | $6.15M | 0.58% | +160,405 | New |
| Verition Fund Management LLC | 160,899 | $6.17M | 0.03% | +105,915+192.6% | Added |
| Russell Investments Group, Ltd. | 163,111 | $6.26M | 0.01% | −98,959−37.8% | Reduced |
| Janney Montgomery Scott LLC | 166,763 | $6.40M | 0.01% | +55,875+50.4% | Added |
| Macquarie Group Ltd | 173,096 | $6.64M | 0.03% | −3,358,869−95.1% | Reduced |
| Quantinno Capital Management LP | 177,049 | $6.79M | 0.01% | +70,185+65.7% | Added |
| Virtu Financial LLC | 181,511 | $6.96M | 0.27% | +181,511 | New |
| Allworth Financial LP | 181,555 | $6.96M | 0.03% | −5,588−3.0% | Reduced |
| The PNC Financial Services Group, Inc. | 187,705 | $7.20M | 0.00% | +3,729+2.0% | Added |
| Creative Planning | 192,312 | $7.38M | 0.01% | +9,960+5.5% | Added |
| KLP Kapitalforvaltning AS | 195,700 | $7.51M | 0.03% | −45,200−18.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 203,103 | $7.79M | 0.80% | −3,608−1.7% | Reduced |
| Storebrand Asset Management AS | 204,915 | $7.86M | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 218,899 | $8.40M | 0.01% | +10,991+5.3% | Added |
| Magellan Asset Management Ltd | 225,280 | $8.64M | 0.11% | +11,257+5.3% | Added |
| Deprince Race & Zollo Inc | 231,228 | $8.87M | 0.17% | −138,378−37.4% | Reduced |
| AdvisorNet Financial, Inc | 232,963 | $8.94M | 0.48% | +131,712+130.1% | Added |
| Price T Rowe Associates Inc | 236,479 | $9.07M | 0.00% | +17,424+8.0% | Added |
| Van Eck Associates Corp | 241,102 | $9.25M | 0.01% | +2,246+0.9% | Added |
| Cetera Investment Advisers | 241,422 | $9.26M | 0.01% | +15,820+7.0% | Added |