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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 5,482 | $210.3K | 0.02% | +166+3.1% | Added |
| Syon Capital LLC | 5,402 | $207.2K | 0.01% | −990−15.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,350 | $205.2K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,326 | $204.3K | 0.00% | −386−6.8% | Reduced |
| Tower Wealth Partners, Inc. | 5,321 | $204.1K | 0.11% | −328−5.8% | Reduced |
| Huntington National Bank | 5,320 | $204.1K | 0.00% | −45−0.8% | Reduced |
| Benjamin Edwards Inc | 5,302 | $203.4K | 0.00% | +5,302 | New |
| Journey Strategic Wealth LLC | 5,302 | $203.4K | 0.01% | −823−13.4% | Reduced |
| Catalyst Financial Partners LLC | 5,222 | $200.3K | 0.02% | +5,222 | New |
| Eastern Bank | 5,062 | $194.2K | 0.00% | −255−4.8% | Reduced |
| Centaurus Financial, Inc. | 4,736 | $182.0K | 0.01% | −7−0.1% | Reduced |
| Fifth Third Bancorp | 4,469 | $171.4K | 0.00% | +1,349+43.2% | Added |
| Umb Bank N A | 4,362 | $167.3K | 0.00% | +632+16.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,300 | $164.9K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 3,869 | $148.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,728 | $143.0K | 0.00% | +18+0.5% | Added |
| EverSource Wealth Advisors, LLC | 3,299 | $126.5K | 0.00% | +483+17.2% | Added |
| Global Retirement Partners, LLC | 3,298 | $126.5K | 0.00% | +366+12.5% | Added |
| Hanson & Doremus Investment Management | 3,142 | $121.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 3,130 | $120.4K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 3,136 | $120.3K | 0.09% | +3,136 | New |
| Manchester Capital Management LLC | 3,099 | $118.9K | 0.02% | −16,110−83.9% | Reduced |
| Trust Co of Vermont | 3,020 | $115.8K | 0.00% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 2,902 | $112.3K | 0.00% | +930+47.2% | Added |
| Harbour Investments, Inc. | 2,856 | $109.6K | 0.00% | +114+4.2% | Added |
| Colonial Trust Co | 2,705 | $103.8K | 0.01% | +229+9.2% | Added |
| Crews Bank & Trust | 2,473 | $94.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,419 | $92.8K | 0.00% | +1,328+121.7% | Added |
| Private Trust Co NA | 2,416 | $92.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,205 | $84.6K | 0.01% | +705+47.0% | Added |
| Basecamp Wealth Advisors LLC | 2,124 | $81.5K | 0.02% | +2,124 | New |
| SRS Capital Advisors, Inc. | 2,073 | $79.5K | 0.00% | −20,125−90.7% | Reduced |
| Kennebec Savings Bank | 2,063 | $79.1K | 0.07% | +1,215+143.3% | Added |
| Tower View Investment Management & Research LLC | 2,055 | $78.8K | 0.04% | +702+51.9% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $77.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,993 | $76.5K | 0.00% | −160−7.4% | Reduced |
| SageView Advisory Group, LLC | 1,935 | $74.2K | 0.00% | +1,935 | New |
| Geneos Wealth Management Inc. | 1,866 | $71.6K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,766 | $67.7K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $65.0K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 1,693 | $64.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,677 | $64.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,649 | $63.2K | 0.00% | +167+11.3% | Added |
| Massmutual Trust Co FSB | 1,549 | $59.4K | 0.00% | −1,096−41.4% | Reduced |
| Smartleaf Asset Management LLC | 1,513 | $58.2K | 0.00% | −105−6.5% | Reduced |
| CoreCap Advisors, LLC | 1,445 | $55.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,415 | $54.3K | 0.01% | +10+0.7% | Added |
| Los Angeles Capital Management LLC | 1,320 | $51.2K | 0.00% | +1,320 | New |
| Quent Capital, LLC | 1,283 | $49.2K | 0.00% | +38+3.1% | Added |
| Bessemer Group Inc | 1,255 | $49.0K | 0.00% | +141+12.7% | Added |
| Vega Investment Solutions | 1,150 | $44.1K | 0.01% | +1,150 | New |
| Orion Capital Management LLC | 1,125 | $43.2K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,100 | $42.2K | 0.02% | −140−11.3% | Reduced |
| Citizens National Bank Trust Department | 1,000 | $38.4K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 1,000 | $38.4K | 0.00% | +1,000 | New |
| Versant Capital Management, Inc | 967 | $37.1K | 0.00% | −465−32.5% | Reduced |
| Essential Partners LLC | 950 | $36.4K | 0.01% | −1,064−52.8% | Reduced |
| Rosenberg Matthew Hamilton | 947 | $36.3K | 0.01% | +944+31,466.7% | Added |
| Motiv8 Investments LLC | 900 | $35.0K | 0.02% | +900 | New |
| Sound Income Strategies, LLC | 873 | $34.7K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 900 | $34.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 875 | $33.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 826 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 827 | $31.7K | 0.01% | +760+1,134.3% | Added |
| Parkside Financial Bank & Trust | 815 | $31.3K | 0.00% | +72+9.7% | Added |
| First Community Trust NA | 802 | $30.8K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $30.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 776 | $29.8K | 0.00% | +776 | New |
| Addison Advisors LLC | 771 | $29.6K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 750 | $28.8K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 733 | $28.1K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 720 | $27.6K | 0.01% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 777 | $27.1K | 0.00% | +777 | New |
| Princeton Global Asset Management LLC | 705 | $27.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 700 | $26.9K | 0.00% | −675−49.1% | Reduced |
| South State Corp. | 686 | $26.3K | 0.00% | −15−2.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 650 | $26.0K | 0.01% | +250+62.5% | Added |
| Creative Financial Designs Inc | 672 | $25.8K | 0.00% | −1,912−74.0% | Reduced |
| American National Bank | 671 | $25.7K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 666 | $25.5K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 659 | $25.3K | 0.00% | +659 | New |
| First PREMIER Bank | 650 | $25.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 625 | $24.0K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 625 | $24.0K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 625 | $24.0K | 0.01% | +6+1.0% | Added |
| Zions Bancorporation, National Association | 615 | $23.6K | 0.00% | +553+891.9% | Added |
| Valley National Advisers Inc | 600 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 593 | $22.8K | 0.00% | +5+0.9% | Added |
| Palladiem, LLC | 590 | $22.7K | 0.02% | +590 | New |
| Webster Bank, N. A. | 580 | $22.2K | 0.00% | −245−29.7% | Reduced |
| DT Investment Partners, LLC | 564 | $21.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 561 | $21.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 560 | $21.5K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 556 | $21.4K | 0.00% | +223+67.0% | Added |
| True Wealth Design, LLC | 550 | $21.1K | 0.01% | −663−54.7% | Reduced |
| Global X Japan Co., Ltd. | 542 | $20.8K | 0.00% | +150+38.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 520 | $20.0K | 0.01% | +520 | New |
| Leonteq Securities AG | 514 | $19.7K | 0.00% | +163+46.4% | Added |
| Barrett & Company, Inc. | 500 | $19.2K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 500 | $19.2K | 0.00% | 00.0% | Unchanged |