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 |
|---|---|---|---|---|---|
| DnB Asset Management AS | 67,180 | $2.58M | 0.01% | 00.0% | Unchanged |
| State of Michigan Retirement System | 66,871 | $2.57M | 0.01% | −7,300−9.8% | Reduced |
| Private Advisor Group, LLC | 65,677 | $2.52M | 0.01% | −9,269−12.4% | Reduced |
| Marshall Wace, LLP | 64,981 | $2.49M | 0.00% | +64,981 | New |
| Arcadia Investment Management Corp | 64,675 | $2.48M | 0.40% | −1,575−2.4% | Reduced |
| Thrivent Financial for Lutherans | 64,241 | $2.46M | 0.00% | −36,781−36.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 63,312 | $2.43M | 0.03% | +797+1.3% | Added |
| Bryn Mawr Trust Co | 62,956 | $2.41M | 0.06% | +20,318+47.7% | Added |
| Kempen Capital Management N.V. | 59,550 | $2.28M | 0.02% | +14,562+32.4% | Added |
| Gamco Investors, Inc. Et Al | 58,487 | $2.24M | 0.02% | +58,487 | New |
| Warren Averett Asset Management, LLC | 57,406 | $2.20M | 0.02% | +1,945+3.5% | Added |
| Exchange Traded Concepts, LLC | 56,593 | $2.17M | 0.02% | −3,082−5.2% | Reduced |
| Oregon Public Employees Retirement Fund | 56,188 | $2.16M | 0.03% | −262−0.5% | Reduced |
| Benedict Financial Advisors Inc | 55,930 | $2.15M | 0.45% | −3,299−5.6% | Reduced |
| Advisors Asset Management, Inc. | 55,619 | $2.13M | 0.04% | +17,956+47.7% | Added |
| Inspire Advisors, LLC | 55,575 | $2.13M | 0.20% | +27,741+99.7% | Added |
| Mercer Global Advisors Inc | 54,880 | $2.11M | 0.00% | +3,845+7.5% | Added |
| Bridgewater Advisors Inc. | 54,604 | $2.09M | 0.14% | −43−0.1% | Reduced |
| Cerity Partners LLC | 53,628 | $2.06M | 0.00% | −3,256−5.7% | Reduced |
| New Mexico Educational Retirement Board | 53,400 | $2.05M | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 53,084 | $2.04M | 0.00% | +3,179+6.4% | Added |
| SG Americas Securities, LLC | 53,037 | $2.03M | 0.00% | −17,941−25.3% | Reduced |
| BLB&B Advisors, LLC | 52,976 | $2.03M | 0.08% | −1,539−2.8% | Reduced |
| Nisa Investment Advisors, LLC | 50,545 | $1.94M | 0.01% | +3,321+7.0% | Added |
| Secure Asset Management, LLC | 50,284 | $1.93M | 0.30% | +1,437+2.9% | Added |
| British Columbia Investment Management Corp | 49,668 | $1.91M | 0.01% | +9,347+23.2% | Added |
| Shelton Capital Management | 47,676 | $1.83M | 0.04% | 00.0% | Unchanged |
| Utah Retirement Systems | 46,226 | $1.77M | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 46,008 | $1.76M | 0.00% | +46,008 | New |
| CI Private Wealth, LLC | 45,517 | $1.75M | 0.00% | +4,351+10.6% | Added |
| Heartland Advisors Inc | 45,483 | $1.74M | 0.09% | −322,179−87.6% | Reduced |
| Jefferies Financial Group Inc. | 45,400 | $1.74M | 0.01% | +9,848+27.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 45,000 | $1.73M | 0.01% | +45,000 | New |
| Sequoia Financial Advisors, LLC | 44,460 | $1.71M | 0.01% | +6,733+17.8% | Added |
| M&T Bank Corp | 43,617 | $1.67M | 0.01% | −5,684−11.5% | Reduced |
| Generali Asset Management SPA SGR | 42,421 | $1.63M | 0.03% | +3,603+9.3% | Added |
| Xponance, Inc. | 42,314 | $1.62M | 0.01% | −5,315−11.2% | Reduced |
| Victory Capital Management Inc | 42,133 | $1.62M | 0.00% | +274+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 42,119 | $1.62M | 0.00% | +2,978+7.6% | Added |
| JustInvest LLC | 41,777 | $1.60M | 0.02% | −517−1.2% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 40,061 | $1.54M | 1.61% | −5,025−11.1% | Reduced |
| Radnor Capital Management, LLC | 40,060 | $1.54M | 0.23% | −960−2.3% | Reduced |
| Toroso Investments, LLC | 39,439 | $1.51M | 0.01% | +23,103+141.4% | Added |
| Agp Franklin, LLC | 38,787 | $1.49M | 0.70% | −70−0.2% | Reduced |
| CWM, LLC | 38,421 | $1.47M | 0.00% | −1,731−4.3% | Reduced |
| Clear Harbor Asset Management, LLC | 37,559 | $1.44M | 0.10% | −2,020−5.1% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 37,345 | $1.43M | 0.93% | +37,345 | New |
| Versor Investments LP | 37,291 | $1.43M | 0.22% | +37,291 | New |
| O'Shaughnessy Asset Management, LLC | 37,199 | $1.43M | 0.01% | +1,863+5.3% | Added |
| Raiffeisen Bank International AG | 36,912 | $1.42M | 0.02% | −6,233−14.4% | Reduced |
| Water Island Capital LLC | 36,646 | $1.41M | 0.17% | +36,646 | New |
| Steward Partners Investment Advisory, LLC | 36,610 | $1.40M | 0.01% | −4,680−11.3% | Reduced |
| Capital Innovations LLC | 36,596 | $1.40M | 0.40% | +36,596 | New |
| Pathstone Holdings, LLC | 36,269 | $1.39M | 0.01% | −640−1.7% | Reduced |
| Nissay Asset Management Corp | 35,842 | $1.37M | 0.01% | +549+1.6% | Added |
| GWM Advisors LLC | 35,629 | $1.37M | 0.00% | +47+0.1% | Added |
| Investors Research Corp | 34,650 | $1.33M | 0.24% | −700−2.0% | Reduced |
| Northwest & Ethical Investments L.P. | 34,524 | $1.32M | 0.03% | +1,897+5.8% | Added |
| Spirit of America Management Corp | 34,350 | $1.32M | 0.28% | +1,750+5.4% | Added |
| OP Asset Management Ltd | 34,203 | $1.31M | 0.02% | +3,017+9.7% | Added |
| Kennedy Capital Management, Inc. | 34,112 | $1.31M | 0.03% | −29,921−46.7% | Reduced |
| Atria Investments LLC | 34,106 | $1.31M | 0.01% | −3,524−9.4% | Reduced |
| Pacer Advisors, Inc. | 33,844 | $1.30M | 0.00% | −14,113−29.4% | Reduced |
| Neuberger Berman Group LLC | 33,569 | $1.29M | 0.00% | −932−2.7% | Reduced |
| Christine Messmer PC | 32,494 | $1.25M | 0.81% | +32,494 | New |
| Philadelphia Trust Co | 32,464 | $1.25M | 0.09% | +5,000+18.2% | Added |
| Pathway Financial Advisers, LLC | 31,919 | $1.22M | 0.35% | −599−1.8% | Reduced |
| Colony Group, LLC | 31,582 | $1.22M | 0.00% | +6,087+23.9% | Added |
| Vise Technologies, Inc. | 30,966 | $1.19M | 0.02% | +3,752+13.8% | Added |
| Addison Capital Co | 30,623 | $1.17M | 0.29% | −1,867−5.7% | Reduced |
| Bank of Nova Scotia | 30,518 | $1.17M | 0.00% | +5,155+20.3% | Added |
| Kestra Advisory Services, LLC | 30,140 | $1.16M | 0.00% | +2,812+10.3% | Added |
| Captrust Financial Advisors | 30,051 | $1.15M | 0.00% | −293−1.0% | Reduced |
| Moors & Cabot, Inc. | 30,005 | $1.15M | 0.05% | +438+1.5% | Added |
| Credit Agricole S A | 29,952 | $1.15M | 0.00% | −5,926−16.5% | Reduced |
| State of Alaska, Department of Revenue | 28,045 | $1.07M | 0.01% | −1,880−6.3% | Reduced |
| J.W. Cole Advisors, Inc. | 38,387 | $1.07M | 0.03% | −2,510−6.1% | Reduced |
| Commerzbank Aktiengesellschaft | 27,263 | $1.05M | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 27,221 | $1.04M | 0.14% | −3,283−10.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 27,062 | $1.04M | 0.05% | +40.0% | Added |
| Sterling Investment Advisors, Ltd. | 26,908 | $1.03M | 0.19% | +1,100+4.3% | Added |
| Voya Investment Management LLC | 26,707 | $1.02M | 0.00% | −656−2.4% | Reduced |
| Public Employees Retirement Association of Colorado | 26,545 | $1.02M | 0.00% | −370,252−93.3% | Reduced |
| Wealthcare Advisory Partners LLC | 26,517 | $1.02M | 0.02% | +437+1.7% | Added |
| Daiwa Securities Group Inc. | 26,408 | $1.01M | 0.00% | −183−0.7% | Reduced |
| apricus wealth, LLC | 26,262 | $1.01M | 0.51% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 26,210 | $1.01M | 0.03% | +8,027+44.1% | Added |
| Rodgers Brothers Inc. | 26,163 | $1.00M | 0.12% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,161 | $1.00M | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 26,056 | $999.5K | 2.66% | +26,056 | New |
| Blackhill Capital Inc | 26,041 | $998.9K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 25,767 | $988.4K | 0.01% | −606−2.3% | Reduced |
| Community Bank, N.A. | 25,468 | $976.9K | 0.12% | −500−1.9% | Reduced |
| Cullen Capital Management LLC | 25,201 | $966.7K | 0.01% | −1,503−5.6% | Reduced |
| Polar Asset Management Partners Inc. | 25,000 | $959.0K | 0.02% | +25,000 | New |
| Perigon Wealth Management, LLC | 24,987 | $958.5K | 0.02% | +24,987 | New |
| Lido Advisors, LLC | 23,912 | $953.3K | 0.00% | −110.0% | Reduced |
| Achmea Investment Management B.V. | 24,791 | $951.0K | 0.02% | +24,791 | New |
| PW Nova Financial Services LLC | 23,895 | $924.0K | 0.35% | +23,895 | New |
| Key Financial Inc | 23,802 | $913.0K | 0.17% | +43+0.2% | Added |