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 |
|---|---|---|---|---|---|
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −265,394−100.0% | Sold out |
| Sourcerock Group LLC | 0 | $0 | 0.00% | −99,143−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −85,767−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −85,250−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −68,335−100.0% | Sold out |
| RWC Asset Management LLP | 0 | $0 | 0.00% | −58,349−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −57,388−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −54,645−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −40,112−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −38,999−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −36,959−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −33,043−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −23,650−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −22,033−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −18,182−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −17,044−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −16,089−100.0% | Sold out |
| Westerkirk Capital Inc. | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −15,855−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,054−100.0% | Sold out |
| Severin Investments, LLC | 0 | $0 | 0.00% | −11,265−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −11,247−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −11,023−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −10,842−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −10,557−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −10,416−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −10,381−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −10,245−100.0% | Sold out |
| Verus Wealth Management, LLC | 0 | $0 | 0.00% | −10,137−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,110−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −9,791−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −9,516−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −9,337−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −9,010−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −7,636−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −7,220−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −7,127−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −6,810−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −6,341−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −6,280−100.0% | Sold out |
| Richard C. Young & CO., LTD. | 0 | $0 | 0.00% | −6,153−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −5,932−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −5,923−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −5,606−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −5,559−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −5,524−100.0% | Sold out |
| Certior Financial Group, LLC | 0 | $0 | 0.00% | −5,366−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −5,332−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Univest Financial Corp | 0 | $0 | 0.00% | −5,229−100.0% | Sold out |
| Ledgewood Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,206−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −5,179−100.0% | Sold out |
| Caerus Investment Advisors, LLC | 0 | $0 | 0.00% | −5,081−100.0% | Sold out |
| Charter Trust Co | 0 | $0 | 0.00% | −5,068−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,933−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −3,412−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,891−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −2,447−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −2,338−100.0% | Sold out |
| Alpine Bank Wealth Management | 0 | $0 | 0.00% | −2,082−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −2,007−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,284−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| S&T Bank | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Thematics Asset Management | – | – | – | – | Not filed |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| First National Corp | – | – | – | – | Not filed |
| Gitterman Wealth Management, LLC | – | – | – | – | Not filed |
| Lindenwold Advisors | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| EWG Elevate Inc. | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Guerra Advisors Inc | – | – | – | – | Not filed |