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 |
|---|---|---|---|---|---|
| SS&H Financial Advisors, Inc. | 11,074 | $425.0K | 0.12% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 11,052 | $424.0K | 0.06% | 00.0% | Unchanged |
| Central Trust Co | 10,929 | $419.2K | 0.01% | −6,940−38.8% | Reduced |
| Coastal Bridge Advisors, LLC | 10,857 | $416.5K | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 10,807 | $414.6K | 0.02% | +92+0.9% | Added |
| Independent Advisor Alliance | 10,793 | $414.0K | 0.01% | −176−1.6% | Reduced |
| GAMMA Investing LLC | 10,767 | $413.0K | 0.02% | +2,406+28.8% | Added |
| Gulf International Bank (UK) Ltd | 10,690 | $410.0K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,632 | $407.8K | 0.00% | −76−0.7% | Reduced |
| AE Wealth Management LLC | 10,598 | $406.5K | 0.00% | −1,258−10.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,566 | $405.0K | 0.00% | −113−1.1% | Reduced |
| Bleakley Financial Group, LLC | 10,467 | $401.5K | 0.01% | +10,467 | New |
| BKD Wealth Advisors, LLC | 10,453 | $401.0K | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 10,207 | $391.5K | 0.01% | +1,661+19.4% | Added |
| Institute for Wealth Management, LLC. | 10,062 | $386.0K | 0.04% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 10,061 | $385.0K | 0.11% | +10,061 | New |
| Seeds Investor LLC | 9,874 | $378.8K | 0.07% | +4,238+75.2% | Added |
| Commerce Bank | 9,776 | $375.0K | 0.00% | +112+1.2% | Added |
| North Dakota State Investment Board | 9,774 | $374.9K | 0.01% | +9,774 | New |
| CIBC World Markets Corp | 9,732 | $373.3K | 0.00% | +9,732 | New |
| Mendel Money Management | 9,340 | $358.3K | 0.15% | −100−1.1% | Reduced |
| Foundations Investment Advisors, LLC | 9,327 | $357.8K | 0.00% | −8,523−47.7% | Reduced |
| Omers Administration Corp | 9,312 | $357.2K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,273 | $355.7K | 0.00% | −27,443−74.7% | Reduced |
| Vestcor Inc | 9,259 | $355.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9,207 | $353.2K | 0.05% | −81−0.9% | Reduced |
| Modern Wealth Management, LLC | 9,025 | $346.2K | 0.01% | +1,245+16.0% | Added |
| Signaturefd, LLC | 8,996 | $345.1K | 0.01% | +365+4.2% | Added |
| RIA Advisory Group LLC | 8,962 | $343.8K | 0.08% | +8,962 | New |
| CWM Advisors, LLC | 8,959 | $343.7K | 0.03% | −12,449−58.2% | Reduced |
| Banque Cantonale Vaudoise | 8,941 | $342.0K | 0.01% | +8,672+3,223.8% | Added |
| CX Institutional | 8,864 | $340.0K | 0.01% | −5,598−38.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,753 | $335.8K | 0.02% | +7+0.1% | Added |
| Continuum Advisory, LLC | 8,716 | $334.3K | 0.03% | +10.0% | Added |
| Hantz Financial Services, Inc. | 8,599 | $330.0K | 0.00% | −426−4.7% | Reduced |
| Oppenheimer & Co Inc | 8,503 | $326.2K | 0.00% | −415−4.7% | Reduced |
| Tower Research Capital LLC (TRC) | 8,402 | $322.3K | 0.01% | +1,088+14.9% | Added |
| HBK Sorce Advisory LLC | 8,604 | $322.0K | 0.01% | +312+3.8% | Added |
| RSM US Wealth Management LLC | 8,370 | $321.8K | 0.00% | −417−4.7% | Reduced |
| Rowland & Co Investment Counsel | 8,354 | $320.5K | 0.06% | +9+0.1% | Added |
| Osmosis Investment Management UK Ltd | 8,313 | $318.9K | 0.01% | +8,313 | New |
| Glenview Trust Co | 8,274 | $317.4K | 0.00% | −450−5.2% | Reduced |
| Apella Capital, LLC | 8,254 | $316.6K | 0.01% | −92−1.1% | Reduced |
| Merit Financial Group, LLC | 8,172 | $313.5K | 0.00% | +776+10.5% | Added |
| ELCO Management Co., LLC | 8,170 | $313.4K | 0.20% | −3,132−27.7% | Reduced |
| EP Wealth Advisors, LLC | 8,066 | $309.4K | 0.00% | +8,066 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,035 | $308.2K | 0.10% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 7,924 | $304.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,813 | $299.7K | 0.01% | −3,818−32.8% | Reduced |
| GSG Advisors LLC | 7,797 | $299.1K | 0.08% | 00.0% | Unchanged |
| Greenleaf Trust | 7,772 | $298.1K | 0.00% | +1,432+22.6% | Added |
| O'Brien Greene & Co. Inc | 7,714 | $295.9K | 0.09% | −400−4.9% | Reduced |
| Pallas Capital Advisors LLC | 7,708 | $295.7K | 0.01% | −138−1.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 7,600 | $291.5K | 0.07% | +7,600 | New |
| Flagship Capital Management Inc. | 7,595 | $291.3K | 0.21% | +7,595 | New |
| Tompkins Financial Corp | 7,567 | $290.3K | 0.02% | +1,682+28.6% | Added |
| Schonfeld Strategic Advisors LLC | 7,544 | $289.4K | 0.00% | +7,544 | New |
| Pinnacle Associates Ltd | 7,537 | $289.1K | 0.00% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 7,484 | $287.1K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 7,313 | $280.5K | 0.00% | −146−2.0% | Reduced |
| Gryphon Financial Partners LLC | 7,253 | $278.2K | 0.03% | +7,253 | New |
| Qsemble Capital Management, LP | 7,250 | $278.1K | 0.02% | +7,250 | New |
| Cetera Trust Company, N.A | 7,235 | $277.5K | 0.15% | +315+4.6% | Added |
| Johnson Investment Counsel Inc | 7,127 | $273.4K | 0.00% | +7+0.1% | Added |
| RTD Financial Advisors, Inc. | 7,103 | $272.5K | 0.03% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 7,000 | $268.5K | 0.02% | +1,000+16.7% | Added |
| We Are One Seven, LLC | 6,935 | $266.0K | 0.01% | +143+2.1% | Added |
| MML Investors Services, LLC | 6,919 | $265.4K | 0.00% | +15+0.2% | Added |
| Advisors Capital Management, LLC | 6,819 | $261.6K | 0.00% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 6,763 | $259.4K | 0.01% | +6,763 | New |
| Northstar Asset Management LLC | 6,750 | $258.9K | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 6,718 | $257.7K | 0.00% | +12+0.2% | Added |
| Providence Wealth Advisors, LLC | 6,835 | $257.5K | 0.16% | 00.0% | Unchanged |
| Kennedy Investment Group | 6,691 | $256.7K | 0.10% | −84−1.2% | Reduced |
| Vident Advisory, LLC | 6,657 | $255.4K | 0.00% | +1,085+19.5% | Added |
| Intrua Financial, LLC | 6,631 | $254.4K | 0.03% | −348−5.0% | Reduced |
| Ascent Group, LLC | 6,586 | $252.6K | 0.01% | −7−0.1% | Reduced |
| S Harris Financial Group, LLC | 6,586 | $252.6K | 0.24% | +6,586 | New |
| MAI Capital Management | 6,493 | $249.1K | 0.00% | +175+2.8% | Added |
| PTM Wealth Management, LLC | 6,443 | $243.5K | 0.14% | +56+0.9% | Added |
| MidWestOne Financial Group, Inc. | 6,250 | $239.8K | 0.03% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,250 | $239.8K | 0.05% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 6,240 | $239.0K | 0.04% | +12+0.2% | Added |
| Wesbanco Bank Inc | 6,171 | $236.7K | 0.01% | +6,171 | New |
| Phoenix Holdings Ltd. | 6,059 | $232.2K | 0.00% | −392−6.1% | Reduced |
| Sigma Planning Corp | 5,936 | $227.7K | 0.01% | −269−4.3% | Reduced |
| Romano Brothers and Company | 5,930 | $227.5K | 0.03% | +20.0% | Added |
| Charter Research & Investment Group, Inc. | 5,930 | $227.5K | 0.15% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,904 | $226.5K | 0.02% | +5,904 | New |
| Nations Financial Group Inc, | 5,870 | $225.2K | 0.01% | −41−0.7% | Reduced |
| Evergreen Capital Management LLC | 5,867 | $225.1K | 0.01% | −1,729−22.8% | Reduced |
| Diversified Enterprises, LLC | 5,865 | $225.0K | 0.01% | +5,865 | New |
| Tred Avon Family Wealth, LLC | 5,803 | $222.6K | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,744 | $220.3K | 0.01% | −512−8.2% | Reduced |
| Modera Wealth Management, LLC | 5,639 | $216.3K | 0.00% | −347−5.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,593 | $214.5K | 0.01% | +5,593 | New |
| Anchor Investment Management, LLC | 5,567 | $213.6K | 0.02% | −765−12.1% | Reduced |
| W.H. Cornerstone Investments Inc. | 5,532 | $212.2K | 0.13% | −151−2.7% | Reduced |
| Virtue Capital Management, LLC | 5,484 | $212.1K | 0.03% | +5,484 | New |
| Mirae Asset Global Investments Co., Ltd. | 5,495 | $210.8K | 0.00% | −810−12.8% | Reduced |