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 |
|---|---|---|---|---|---|
| Natixis Advisors, L.P. | 242,414 | $9.30M | 0.01% | +33,346+15.9% | Added |
| Assenagon Asset Management S.A. | 245,229 | $9.41M | 0.01% | +29,989+13.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 250,923 | $9.63M | 0.46% | −11,094−4.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 257,585 | $9.96M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 262,237 | $10.1M | 0.02% | −11,770−4.3% | Reduced |
| Stifel Financial Corp | 263,601 | $10.1M | 0.01% | −23,267−8.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 275,909 | $10.6M | 0.16% | −123,081−30.8% | Reduced |
| Maryland State Retirement & Pension System | 279,813 | $10.7M | 0.22% | +6,430+2.4% | Added |
| FMR LLC | 285,690 | $11.0M | 0.00% | −715,218−71.5% | Reduced |
| New York State Teachers Retirement System | 296,631 | $11.4M | 0.02% | +19,913+7.2% | Added |
| Raymond James Financial Inc | 308,450 | $11.8M | 0.00% | +1,675+0.5% | Added |
| Candriam Luxembourg S.C.A. | 318,034 | $12.2M | 0.06% | +8,629+2.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 327,463 | $12.6M | 0.02% | −1,658−0.5% | Reduced |
| Standard Life Aberdeen plc | 339,233 | $13.0M | 0.02% | +154,062+83.2% | Added |
| Retirement Systems of Alabama | 339,617 | $13.0M | 0.04% | +513+0.2% | Added |
| Manufacturers Life Insurance Company, The | 340,527 | $13.1M | 0.01% | −6,073−1.8% | Reduced |
| LPL Financial LLC | 342,103 | $13.1M | 0.00% | −3,682−1.1% | Reduced |
| DekaBank Deutsche Girozentrale | 353,836 | $14.2M | 0.03% | 00.0% | Unchanged |
| Swedbank AB | 373,159 | $14.3M | 0.01% | −472−0.1% | Reduced |
| Kintayl Capital LP | 376,095 | $14.4M | 8.71% | +376,095 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 387,412 | $14.9M | 0.02% | +132,863+52.2% | Added |
| Aviva PLC | 387,540 | $14.9M | 0.03% | −45,089−10.4% | Reduced |
| Nomura Asset Management Co Ltd | 395,970 | $15.2M | 0.04% | −5,400−1.3% | Reduced |
| Ameriprise Financial Inc | 402,165 | $15.5M | 0.00% | +3,585+0.9% | Added |
| John G Ullman & Associates Inc | 405,450 | $15.6M | 2.07% | −59,475−12.8% | Reduced |
| Royal Bank of Canada | 436,683 | $16.8M | 0.00% | −346,769−44.3% | Reduced |
| Greenland Capital Management LP | 448,367 | $17.2M | 2.48% | +153,267+51.9% | Added |
| Great West Life Assurance Co | 453,568 | $17.4M | 0.03% | −109,771−19.5% | Reduced |
| Jones Financial Companies LLLP | 458,050 | $17.6M | 0.01% | +20,226+4.6% | Added |
| Energy Income Partners, LLC | 491,494 | $18.9M | 0.34% | −235,609−32.4% | Reduced |
| Wellington Management Group LLP | 501,215 | $19.2M | 0.00% | +501,215 | New |
| Squarepoint Ops LLC | 502,033 | $19.3M | 0.04% | +502,033 | New |
| New York State Common Retirement Fund | 510,717 | $19.6M | 0.03% | −58,278−10.2% | Reduced |
| Flputnam Investment Management Co | 545,708 | $20.9M | 0.30% | +31,412+6.1% | Added |
| Barclays PLC | 549,408 | $21.1M | 0.01% | −96,107−14.9% | Reduced |
| Capitolis Liquid Global Markets LLC | 552,000 | $21.2M | 0.13% | +552,000 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 559,445 | $21.5M | 0.11% | −1,170−0.2% | Reduced |
| LMR Partners LLP | 559,532 | $21.5M | 0.21% | +559,532 | New |
| Nuveen, LLC | 559,974 | $21.5M | 0.01% | +18,475+3.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 565,629 | $21.7M | 0.01% | −9,895−1.7% | Reduced |
| Gabelli Funds LLC | 585,350 | $22.5M | 0.15% | +7,000+1.2% | Added |
| Principal Financial Group Inc | 611,033 | $23.4M | 0.01% | −14,410−2.3% | Reduced |
| Deutsche Bank AG | 617,210 | $23.7M | 0.01% | +30,780+5.2% | Added |
| Alliancebernstein L.P. | 653,396 | $25.1M | 0.01% | +162,044+33.0% | Added |
| Wells Fargo & Company | 667,546 | $25.6M | 0.01% | −252,956−27.5% | Reduced |
| Swiss National Bank | 747,000 | $28.7M | 0.02% | −61,100−7.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 756,872 | $29.0M | 0.09% | +756,872 | New |
| California Public Employees Retirement System | 766,353 | $29.4M | 0.02% | −123,255−13.9% | Reduced |
| Kames Capital plc | 801,918 | $30.8M | 0.37% | −94,083−10.5% | Reduced |
| GW&K Investment Management, LLC | 813,647 | $31.2M | 0.27% | −5,602−0.7% | Reduced |
| ProShare Advisors LLC | 829,432 | $31.8M | 0.06% | −137,253−14.2% | Reduced |
| Rhumbline Advisers | 857,683 | $32.9M | 0.03% | −18,751−2.1% | Reduced |
| California State Teachers Retirement System | 861,994 | $33.1M | 0.03% | −24,476−2.8% | Reduced |
| Citigroup Inc | 899,141 | $34.5M | 0.02% | +799,688+804.1% | Added |
| Gotham Asset Management, LLC | 942,477 | $36.2M | 0.13% | +34,668+3.8% | Added |
| CNH Partners LLC | 948,884 | $36.4M | 0.77% | +948,884 | New |
| AQR Capital Management LLC | 1,031,286 | $39.6M | 0.02% | −560,420−35.2% | Reduced |
| UBS Group AG | 1,105,002 | $42.4M | 0.01% | −237,477−17.7% | Reduced |
| Epoch Investment Partners, Inc. | 1,136,823 | $43.6M | 0.25% | −41,138−3.5% | Reduced |
| Magnetar Financial LLC | 1,199,090 | $46.0M | 0.45% | +1,180,945+6,508.4% | Added |
| Millennium Management LLC | 1,255,212 | $48.1M | 0.03% | +1,221,746+3,650.7% | Added |
| Allianz Asset Management GmbH | 1,329,363 | $51.0M | 0.06% | −202,197−13.2% | Reduced |
| Bank of America Corp | 1,341,066 | $51.4M | 0.00% | +485,965+56.8% | Added |
| Franklin Resources Inc | 1,369,736 | $52.5M | 0.01% | +194,986+16.6% | Added |
| Citadel Advisors LLC | 1,409,160 | $54.1M | 0.04% | −1,097,813−43.8% | Reduced |
| Toronto Dominion Bank | 1,551,534 | $59.5M | 0.11% | +1,462,971+1,651.9% | Added |
| Goldman Sachs Group Inc | 1,574,767 | $60.4M | 0.01% | −383,619−19.6% | Reduced |
| Empower Advisory Group, LLC | 1,688,534 | $64.8M | 0.17% | −52,492−3.0% | Reduced |
| FIL Ltd | 1,718,667 | $65.9M | 0.05% | −10,517−0.6% | Reduced |
| Ensign Peak Advisors, Inc | 1,748,362 | $67.1M | 0.12% | −43,734−2.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,919,953 | $73.6M | 0.01% | −109,291−5.4% | Reduced |
| Cbre Clarion Securities LLC | 1,971,886 | $75.6M | 1.11% | −782,706−28.4% | Reduced |
| Duff & Phelps Investment Management Co | 2,188,681 | $84.0M | 0.95% | −13,844−0.6% | Reduced |
| UBS Asset Management Americas Inc | 2,281,749 | $87.5M | 0.02% | −94,269−4.0% | Reduced |
| Jane Street Group, LLC | 2,485,693 | $95.4M | 0.11% | +2,480,200+45,152.0% | Added |
| Boston Trust Walden Corp | 2,558,690 | $98.2M | 0.74% | −66,295−2.5% | Reduced |
| Bank of New York Mellon Corp | 2,747,272 | $105.4M | 0.02% | +38,224+1.4% | Added |
| Dimensional Fund Advisors LP | 2,775,238 | $106.5M | 0.02% | +113,534+4.3% | Added |
| Susquehanna International Group, LLP | 2,975,636 | $114.1M | 0.16% | +2,944,562+9,476.0% | Added |
| Northern Trust Corp | 3,243,647 | $124.4M | 0.02% | +79,079+2.5% | Added |
| Antipodes Partners Ltd | 3,274,915 | $125.6M | 2.64% | +63,712+2.0% | Added |
| Morgan Stanley | 3,420,270 | $131.2M | 0.01% | −247,646−6.8% | Reduced |
| JPMorgan Chase & Co | 3,738,180 | $143.4M | 0.01% | −333,749−8.2% | Reduced |
| Nomura Asset Management International Inc. | 3,940,005 | $151.1M | 0.23% | +3,940,005 | New |
| Invesco Ltd. | 3,962,841 | $152.0M | 0.01% | +33,292+0.8% | Added |
| Norges Bank | 4,019,193 | $154.2M | 0.02% | +4,019,193 | New |
| First Trust Advisors LP | 4,142,709 | $158.9M | 0.12% | +35,662+0.9% | Added |
| Legal & General Group Plc | 4,149,063 | $159.2M | 0.04% | +662,334+19.0% | Added |
| Pictet Asset Management Holding SA | 4,539,977 | $174.2M | 0.17% | +741,587+19.5% | Added |
| Geode Capital Management, LLC | 5,233,715 | $200.2M | 0.01% | +120,947+2.4% | Added |
| Amundi | 6,335,695 | $243.0M | 0.07% | +1,586,622+33.4% | Added |
| Nordea Investment Management AB | 7,625,755 | $292.9M | 0.25% | −1,346,810−15.0% | Reduced |
| State Street Corp | 13,833,175 | $530.6M | 0.02% | +241,176+1.8% | Added |
| Vanguard Group Inc | 30,935,627 | $1.19B | 0.02% | −310,457−1.0% | Reduced |
| BlackRock, Inc. | 34,344,919 | $1.32B | 0.02% | −2,593,181−7.0% | Reduced |
| Tandem Investment Advisors, Inc. | 0 | $0 | 0.00% | −948,863−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −491,864−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −454,461−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −305,317−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −272,680−100.0% | Sold out |