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 |
|---|---|---|---|---|---|
| Magellan Asset Management Ltd | 225,280 | $8.64M | 0.11% | +11,257+5.3% | Added |
| Commonwealth Equity Services, LLC | 218,899 | $8.40M | 0.01% | +10,991+5.3% | Added |
| Storebrand Asset Management AS | 204,915 | $7.86M | 0.02% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 203,103 | $7.79M | 0.80% | −3,608−1.7% | Reduced |
| KLP Kapitalforvaltning AS | 195,700 | $7.51M | 0.03% | −45,200−18.8% | Reduced |
| Creative Planning | 192,312 | $7.38M | 0.01% | +9,960+5.5% | Added |
| The PNC Financial Services Group, Inc. | 187,705 | $7.20M | 0.00% | +3,729+2.0% | Added |
| Allworth Financial LP | 181,555 | $6.96M | 0.03% | −5,588−3.0% | Reduced |
| Virtu Financial LLC | 181,511 | $6.96M | 0.27% | +181,511 | New |
| Quantinno Capital Management LP | 177,049 | $6.79M | 0.01% | +70,185+65.7% | Added |
| Macquarie Group Ltd | 173,096 | $6.64M | 0.03% | −3,358,869−95.1% | Reduced |
| Janney Montgomery Scott LLC | 166,763 | $6.40M | 0.01% | +55,875+50.4% | Added |
| Russell Investments Group, Ltd. | 163,111 | $6.26M | 0.01% | −98,959−37.8% | Reduced |
| Verition Fund Management LLC | 160,899 | $6.17M | 0.03% | +105,915+192.6% | Added |
| Abc Arbitrage SA | 160,405 | $6.15M | 0.58% | +160,405 | New |
| Wills Financial Group LLC | 157,313 | $6.03M | 2.31% | −2,170−1.4% | Reduced |
| Natixis | 156,989 | $6.02M | 0.02% | +156,989 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 156,885 | $6.02M | 0.01% | −18,722−10.7% | Reduced |
| TD Asset Management Inc | 155,090 | $5.95M | 0.00% | +2,600+1.7% | Added |
| Korea Investment CORP | 151,048 | $5.79M | 0.01% | −130,200−46.3% | Reduced |
| APG Asset Management N.V. | 173,519 | $5.67M | 0.02% | −17,206−9.0% | Reduced |
| State of Wisconsin Investment Board | 146,430 | $5.62M | 0.01% | +1,726+1.2% | Added |
| BNP Paribas Arbitrage, SA | 145,038 | $5.56M | 0.00% | −5,806−3.8% | Reduced |
| Guggenheim Capital LLC | 142,012 | $5.45M | 0.04% | +17,214+13.8% | Added |
| XTX Topco Ltd | 139,884 | $5.37M | 0.14% | +139,884 | New |
| Bank of Montreal | 139,005 | $5.33M | 0.00% | −15,781−10.2% | Reduced |
| MetLife Investment Management | 138,229 | $5.30M | 0.03% | −5,925−4.1% | Reduced |
| Toth Financial Advisory Corp | 134,664 | $5.17M | 0.56% | +6,865+5.4% | Added |
| Baird Financial Group, Inc. | 133,230 | $5.11M | 0.01% | +334+0.3% | Added |
| Hamilton Point Investment Advisors, LLC | 132,788 | $5.09M | 0.77% | +964+0.7% | Added |
| First Manhattan Co | 130,006 | $4.99M | 0.01% | −10,865−7.7% | Reduced |
| Abn Amro Investment Solutions | 128,266 | $4.92M | 0.07% | −21,093−14.1% | Reduced |
| Alps Advisors Inc | 127,596 | $4.89M | 0.03% | −6,367−4.8% | Reduced |
| Ostrum Asset Management | 127,515 | $4.89M | 0.23% | −88,675−41.0% | Reduced |
| American Century Companies Inc | 126,718 | $4.86M | 0.00% | +246+0.2% | Added |
| Nuance Investments, LLC | 126,035 | $4.83M | 0.53% | +126,035 | New |
| Amalgamated Bank | 124,785 | $4.79M | 0.03% | −3,481−2.7% | Reduced |
| Holocene Advisors, LP | 124,144 | $4.76M | 0.01% | −29,738−19.3% | Reduced |
| SEI Investments Co | 121,420 | $4.66M | 0.00% | +24,594+25.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 120,521 | $4.62M | 0.04% | −2,400−2.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 118,303 | $4.54M | 0.01% | −21,020−15.1% | Reduced |
| Mutual of America Capital Management LLC | 117,766 | $4.52M | 0.05% | −11,762−9.1% | Reduced |
| Balyasny Asset Management LLC | 117,757 | $4.52M | 0.01% | +117,757 | New |
| Treasurer of the State of North Carolina | 117,497 | $4.51M | 0.01% | −8,585−6.8% | Reduced |
| Tredje AP-fonden | 117,480 | $4.51M | 0.03% | 00.0% | Unchanged |
| Intesa Sanpaolo S.p.A. | 117,100 | $4.50M | 0.29% | +117,100 | New |
| HM Payson & Co | 116,608 | $4.47M | 0.06% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 115,170 | $4.42M | 1.03% | +2,767+2.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 112,287 | $4.31M | 0.01% | −6,378−5.4% | Reduced |
| State of Tennessee, Treasury Department | 108,822 | $4.22M | 0.01% | −18,610−14.6% | Reduced |
| Covea Finance | 109,400 | $4.20M | 0.14% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 105,602 | $4.05M | 0.15% | −28,765−21.4% | Reduced |
| Hennessy Advisors Inc | 104,300 | $4.00M | 0.14% | −1,900−1.8% | Reduced |
| Cambiar Investors LLC | 104,260 | $4.00M | 0.18% | −22,188−17.5% | Reduced |
| Asset Management One Co.,Ltd. | 102,722 | $3.98M | 0.01% | −1,466−1.4% | Reduced |
| First National Bank & Trust Co of Newtown | 103,260 | $3.96M | 0.73% | −2,825−2.7% | Reduced |
| Danske Bank A/S | 103,209 | $3.96M | 0.01% | +9,900+10.6% | Added |
| HighTower Advisors, LLC | 102,251 | $3.92M | 0.00% | +1,531+1.5% | Added |
| Vontobel Holding Ltd. | 99,453 | $3.82M | 0.01% | −58−0.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 98,275 | $3.77M | 0.02% | +2,075+2.2% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 98,075 | $3.76M | 0.14% | +98,075 | New |
| Brown Advisory Inc | 97,391 | $3.74M | 0.01% | −3,413−3.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 94,771 | $3.63M | 0.01% | −6,380−6.3% | Reduced |
| Swiss Life Asset Management Ltd | 94,617 | $3.63M | 0.02% | −10,316−9.8% | Reduced |
| Gateway Investment Advisers LLC | 92,972 | $3.57M | 0.03% | +92,972 | New |
| HSBC Holdings PLC | 92,828 | $3.56M | 0.00% | −4,811−4.9% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 92,461 | $3.55M | 2.91% | +92,461 | New |
| Yousif Capital Management, LLC | 89,725 | $3.53M | 0.04% | −801−0.9% | Reduced |
| Glenmede Trust Co NA | 90,792 | $3.48M | 0.02% | +90,792 | New |
| Wealth Enhancement Advisory Services, LLC | 88,829 | $3.42M | 0.00% | −2,518−2.8% | Reduced |
| South Dakota Investment Council | 87,906 | $3.37M | 0.06% | −7,800−8.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 87,855 | $3.37M | 0.01% | +13,244+17.8% | Added |
| Resona Asset Management Co.,Ltd. | 86,439 | $3.32M | 0.02% | +2,640+3.2% | Added |
| Teachers Retirement System of the State of Kentucky | 84,819 | $3.25M | 0.02% | +13,000+18.1% | Added |
| Public Employees Retirement System of Ohio | 84,410 | $3.24M | 0.01% | −3,201−3.7% | Reduced |
| Texas Yale Capital Corp. | 84,138 | $3.23M | 0.10% | +1,250+1.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 84,064 | $3.22M | 0.00% | +68,297+433.2% | Added |
| Mint Tower Capital Management B.V. | 83,331 | $3.20M | 0.41% | +83,331 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 83,188 | $3.19M | 0.02% | +262+0.3% | Added |
| Alpine Woods Capital Investors, LLC | 82,933 | $3.18M | 0.76% | +7,119+9.4% | Added |
| Trilogy Capital Inc. | 80,502 | $3.09M | 0.14% | +80,502 | New |
| Arrowstreet Capital, Limited Partnership | 80,129 | $3.07M | 0.00% | +80,129 | New |
| Synergy Financial Management, LLC | 79,824 | $3.06M | 0.32% | −154,355−65.9% | Reduced |
| Prudential PLC | 79,077 | $3.03M | 0.02% | +10,666+15.6% | Added |
| ASR Vermogensbeheer N.V. | 78,856 | $3.02M | 0.04% | −725−0.9% | Reduced |
| State of New Jersey Common Pension Fund D | 78,493 | $3.01M | 0.01% | +2,509+3.3% | Added |
| Louisiana State Employees Retirement System | 78,300 | $3.00M | 0.05% | +200+0.3% | Added |
| Arizona State Retirement System | 77,013 | $2.95M | 0.02% | −5,592−6.8% | Reduced |
| Agf Management Ltd | 76,692 | $2.94M | 0.01% | −7,041−8.4% | Reduced |
| Canada Pension Plan Investment Board | 74,900 | $2.87M | 0.00% | −11,586,195−99.4% | Reduced |
| Envestnet Asset Management Inc | 73,678 | $2.83M | 0.00% | −14,308−16.3% | Reduced |
| Comerica Bank | 73,563 | $2.82M | 0.01% | −3,565−4.6% | Reduced |
| IFM Investors Pty Ltd | 73,486 | $2.82M | 0.02% | +2,705+3.8% | Added |
| Aurora Investment Counsel | 73,169 | $2.81M | 1.48% | +2,768+3.9% | Added |
| Bridgewater Associates, LP | 72,909 | $2.80M | 0.01% | +72,909 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 72,428 | $2.78M | 0.03% | +72,428 | New |
| Jacobi Capital Management LLC | 71,475 | $2.74M | 0.16% | −1,082−1.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 68,336 | $2.62M | 0.02% | +68,336 | New |
| Forsta Ap-Fonden | 68,300 | $2.62M | 0.02% | −6,200−8.3% | Reduced |
| Ameritas Investment Partners, Inc. | 68,210 | $2.62M | 0.08% | −2,165−3.1% | Reduced |