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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 23,372 | $896.5K | 0.07% | +23,372 | New |
| Kingdom Financial Group LLC. | 23,269 | $892.6K | 0.28% | +23,269 | New |
| Hamrick Investment Counsel, llc | 23,066 | $884.8K | 0.66% | +23,066 | New |
| New York Life Investment Management LLC | 22,985 | $881.7K | 0.01% | −3,998−14.8% | Reduced |
| Haverford Trust Co | 22,091 | $847.4K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 21,770 | $835.1K | 0.01% | −3,719−14.6% | Reduced |
| CenterBook Partners LP | 21,503 | $824.9K | 0.04% | −24,532−53.3% | Reduced |
| Aspire Private Capital, LLC | 21,176 | $812.3K | 0.18% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 21,068 | $808.2K | 0.01% | +30.0% | Added |
| Holos Integrated Wealth LLC | 20,455 | $791.0K | 0.44% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 20,549 | $788.3K | 0.03% | −456−2.2% | Reduced |
| Koss-Olinger Consulting, LLC | 20,543 | $788.0K | 0.06% | −6,243−23.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 20,359 | $781.0K | 0.11% | −1,825−8.2% | Reduced |
| CIBC Asset Management Inc | 20,246 | $776.6K | 0.00% | +3,600+21.6% | Added |
| Occudo Quantitative Strategies LP | 20,142 | $772.6K | 0.05% | +20,142 | New |
| Blair William & Co | 20,066 | $769.7K | 0.00% | −1,999−9.1% | Reduced |
| Summit Financial, LLC | 20,016 | $767.8K | 0.01% | +40+0.2% | Added |
| Fiduciary Trust Co | 19,964 | $765.8K | 0.01% | −176−0.9% | Reduced |
| CIBC Private Wealth Group, LLC | 19,952 | $765.4K | 0.00% | −1,170−5.5% | Reduced |
| QRG Capital Management, Inc. | 19,841 | $761.1K | 0.01% | +1,173+6.3% | Added |
| Aristotle Capital Boston, LLC | 19,733 | $757.0K | 0.04% | −922−4.5% | Reduced |
| Polymer Capital Management (US) LLC | 19,645 | $753.6K | 0.10% | +19,645 | New |
| Federated Hermes, Inc. | 19,415 | $744.8K | 0.00% | −1,843−8.7% | Reduced |
| Wealthspire Advisors, LLC | 19,405 | $744.4K | 0.01% | +2,599+15.5% | Added |
| Investment Management Corp of Ontario | 19,055 | $731.0K | 0.01% | +5,818+44.0% | Added |
| Costello Asset Management, INC | 19,054 | $730.9K | 0.24% | −79,049−80.6% | Reduced |
| Mariner, LLC | 19,012 | $729.7K | 0.00% | −57,877−75.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,975 | $727.9K | 0.05% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 18,711 | $717.8K | 0.41% | −4,250−18.5% | Reduced |
| Brevan Howard Capital Management LP | 18,703 | $717.4K | 0.01% | −27,656−59.7% | Reduced |
| Siemens Fonds Invest GmbH | 18,617 | $715.8K | 0.04% | +14,725+378.3% | Added |
| AMF Pensionsforsakring AB | 18,594 | $713.3K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 18,538 | $711.1K | 0.00% | −34,012−64.7% | Reduced |
| Crossmark Global Holdings, Inc. | 18,299 | $701.9K | 0.01% | +201+1.1% | Added |
| Allstate Corp | 18,136 | $695.7K | 0.01% | +8,671+91.6% | Added |
| Dakota Wealth Management | 17,848 | $684.7K | 0.01% | +17,848 | New |
| Rothschild Investment LLC | 17,692 | $678.7K | 0.04% | −807−4.4% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 17,596 | $675.0K | 0.03% | +2,075+13.4% | Added |
| KBC Group NV | 17,554 | $673.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 17,269 | $663.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 17,162 | $658.4K | 0.02% | −113−0.7% | Reduced |
| NorthStar Asset Management LLC | 17,117 | $656.6K | 0.30% | +17,117 | New |
| Schnieders Capital Management, LLC. | 17,071 | $654.8K | 0.10% | +17,071 | New |
| Harvest Management LLC | 17,000 | $652.1K | 0.24% | +17,000 | New |
| Sterling Capital Management LLC | 16,626 | $637.8K | 0.01% | −713−4.1% | Reduced |
| Everett Harris & Co | 16,000 | $613.8K | 0.01% | +1,000+6.7% | Added |
| Everence Capital Management Inc | 15,970 | $613.0K | 0.04% | 00.0% | Unchanged |
| Blossom Wealth Management | 15,874 | $608.9K | 1.01% | −1,886−10.6% | Reduced |
| Farther Finance Advisors, LLC | 15,740 | $603.8K | 0.01% | +4,351+38.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 15,556 | $596.7K | 0.01% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 15,463 | $593.2K | 0.31% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 15,311 | $587.3K | 0.03% | +1,553+11.3% | Added |
| Chesapeake Capital Corp | 15,204 | $583.2K | 0.49% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 15,194 | $582.8K | 0.00% | +425+2.9% | Added |
| HB Wealth Management, LLC | 15,098 | $579.2K | 0.00% | +977+6.9% | Added |
| First Pacific Financial | 14,940 | $573.1K | 0.07% | −710−4.5% | Reduced |
| Oakmont Investment Advisors, Inc. | 14,916 | $572.2K | 0.42% | +14,916 | New |
| Nomura Holdings Inc | 14,898 | $571.5K | 0.00% | +1,602+12.0% | Added |
| Kathmere Capital Management, LLC | 14,532 | $557.4K | 0.04% | +4,032+38.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,518 | $556.9K | 0.02% | +4,876+50.6% | Added |
| Whittier Trust Co of Nevada Inc | 14,370 | $553.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 14,413 | $552.9K | 0.28% | 00.0% | Unchanged |
| Truist Financial Corp | 14,325 | $549.5K | 0.00% | −8,363−36.9% | Reduced |
| US Bancorp | 14,237 | $546.1K | 0.00% | +159+1.1% | Added |
| Intech Investment Management LLC | 14,224 | $545.6K | 0.00% | −32,110−69.3% | Reduced |
| Ingalls & Snyder LLC | 14,210 | $545.0K | 0.02% | −1,681−10.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,898 | $533.1K | 0.01% | +13,898 | New |
| Rockefeller Capital Management L.P. | 13,896 | $533.1K | 0.00% | +2,873+26.1% | Added |
| Peoples Bank | 13,803 | $529.5K | 0.53% | −200−1.4% | Reduced |
| Red Door Wealth Management, LLC | 13,537 | $519.3K | 0.05% | +14+0.1% | Added |
| Janus Henderson Group PLC | 13,466 | $516.5K | 0.00% | +5,000+59.1% | Added |
| Whalen Wealth Management Inc. | 13,385 | $513.4K | 0.28% | +6,122+84.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,354 | $512.3K | 0.00% | +250+1.9% | Added |
| Metis Global Partners, LLC | 13,289 | $509.8K | 0.01% | −319−2.3% | Reduced |
| First Citizens Bank & Trust Co | 13,266 | $508.9K | 0.01% | +230+1.8% | Added |
| Jump Financial, LLC | 13,027 | $499.7K | 0.01% | +13,027 | New |
| CSS LLC | 13,000 | $498.7K | 0.03% | +13,000 | New |
| Alan B. Lancz & Associates, Inc. | 12,784 | $490.4K | 0.43% | 00.0% | Unchanged |
| Clean Yield Group | 12,729 | $488.3K | 0.14% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 12,661 | $485.7K | 0.02% | 00.0% | Unchanged |
| Schroder Investment Management Group | 12,509 | $481.0K | 0.00% | +3,830+44.1% | Added |
| denkapparat Operations GmbH | 12,528 | $480.6K | 0.26% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 12,457 | $479.0K | 0.01% | −3,973−24.2% | Reduced |
| CAPROCK Group, Inc. | 12,342 | $473.4K | 0.01% | +12,342 | New |
| Pinebridge Investments LLC | 12,319 | $472.6K | 0.00% | +12,319 | New |
| Summit Trail Advisors, LLC | 12,302 | $471.9K | 0.01% | −3,230−20.8% | Reduced |
| Ieq Capital, LLC | 12,186 | $467.4K | 0.00% | −63,881−84.0% | Reduced |
| Mitchell Sinkler & Starr | 12,037 | $461.7K | 0.21% | −787−6.1% | Reduced |
| Rakuten Investment Management, Inc. | 11,881 | $459.9K | 0.00% | +332+2.9% | Added |
| Keybank National Association | 11,931 | $457.7K | 0.00% | −270−2.2% | Reduced |
| Royal London Asset Management Ltd | 11,785 | $452.1K | 0.00% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 11,761 | $451.2K | 0.24% | −231−1.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,743 | $450.5K | 0.00% | −3,680−23.9% | Reduced |
| Farmers Trust Co | 11,739 | $450.3K | 0.07% | +246+2.1% | Added |
| Skopos Labs, Inc. | 11,604 | $449.2K | 0.02% | +11,604 | New |
| Atomi Financial Group, Inc. | 11,613 | $445.5K | 0.01% | +803+7.4% | Added |
| WealthTrust Axiom LLC | 11,420 | $438.1K | 0.11% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 11,264 | $432.1K | 0.14% | −504−4.3% | Reduced |
| Sanctuary Advisors, LLC | 11,212 | $430.1K | 0.00% | −4,461−28.5% | Reduced |
| Bernardo Wealth Planning LLC | 11,103 | $425.9K | 0.08% | +19+0.2% | Added |