Stock ownership · SEC 13F · Q4 2025

ESSENTIAL UTILS INC

A breakdown of ESSENTIAL UTILS INC's institutional base (CUSIP 29670G102): the holders, the concentration among them, and what changed last quarter.

$1.6M
Reported value
5
Institutions
100%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, ESSENTIAL UTILS INC ranks #713 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 5 institutions report $1.6M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.

5
institutions hold it
$1.6M
reported 13F value
100%
held by top 5
#713
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, ESSENTIAL UTILS INC ranks #713 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 29670G102 · Q4 2025 $2M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL

  • VALUE-LIGHT #713/775
  • HOLDERS-FOCUS 5 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH MARKEL GROUP
  • ACTIVITY-MID 3 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: MARKEL GROUP INC

Read with: Ownership concentration guide - ESSENTIAL UTILS INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · ESSENTIAL UTILS INC

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

APPLIED INDL TECHNOL… · near$2MSOLVENTUM · near$2MESSENTIAL UTILS · this stock$2MMARKEL GROUP · near$2MFACTSET RESH SYS · near$2M
Aggregate reported institutional value ($)
Largest institutional holders of ESSENTIAL UTILS INC
  1. 1
    Pacer Advisors, Inc. $1.3M
  2. 2
    Anchor Investment Management, LLC $214K
  3. 3
    CHELSEA COUNSEL CO $35K
  4. 4
    Strategic Investment Solutions, Inc. /IL $24K
  5. 5
    Bell Investment Advisors, Inc $2K

Top 5 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ESSENTIAL UTILS INC position has held steady from 5 to 5 over the last 8 quarters of 13F filings.

0246810 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 5
Distinct 13F filers holding ESSENTIAL UTILS INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 33,844 $1.3M 82.6%
2 Anchor Investment Management, LLC 5,567 $214K 13.6%
3 CHELSEA COUNSEL CO 900 $35K 2.2%
4 Strategic Investment Solutions, Inc. /IL 625 $24K 1.5%
5 Bell Investment Advisors, Inc 44 $2K 0.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ESSENTIAL UTILS INC's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (3)

Pacer Advisors, Inc. $1.3M
Anchor Investment Management, LLC $214K
Strategic Investment Solutions, Inc. /IL $24K

Complete exits (6)

CIBC Private Wealth Group LLC exited
CIBC Bancorp USA Inc. exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Caerus Investment Advisors, LLC exited
Asset Dedication, LLC exited
CENTAURUS FINANCIAL, INC. exited

Frequently Asked Questions

How many institutions hold ESSENTIAL UTILS INC?▼
ESSENTIAL UTILS INC is held by 5 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does ESSENTIAL UTILS INC sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, ESSENTIAL UTILS INC ranks #713 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of ESSENTIAL UTILS INC?▼
Institutions report $1.6M of ESSENTIAL UTILS INC as of Q4 2025.
How concentrated is ownership of ESSENTIAL UTILS INC?▼
The top five institutional holders account for 100% of the reported institutional value in ESSENTIAL UTILS INC, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of ESSENTIAL UTILS INC?▼
Pacer Advisors, Inc. is the largest reported holder of ESSENTIAL UTILS INC with $1.3M across 33,844 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for ESSENTIAL UTILS INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($1.6M here).

MARKEL GROUP INC $1.5M SOLVENTUM CORP $1.6M APPLIED INDL TECHNOLOGIES IN $1.6M FACTSET RESH SYS INC $1.5M

Similar holder count

Nearest stocks by number of disclosing 13F holders (5 here).

ABRDN PHYSICAL PREC MTL BSKT SHS ETF 5 AES CORP 5 AGNC INVT CORP 5 AIR LEASE CORP 5

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.