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 $8.59B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Essential Utilities, Inc. as of Jun 30, 2026. 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
- 702
- +13 vs. Q1 2026
- Shares held
- 224.1M
- +7.71M (+3.6%) vs. Q1 2026
- Total value
- $8.59B
- −$124.0M (−1.4%) vs. Q1 2026
- New holders
- 79
- 258 more added
- Sold out
- 66
- 238 more reduced
9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $8.59B |
| Q1 2026 | 698 | $8.72B |
| Q4 2025 | 695 | $8.66B |
| Q3 2025 | 679 | $9.24B |
| Q2 2025 | 683 | $8.23B |
| Q1 2025 | 677 | $8.80B |
| Q4 2024 | 622 | $7.91B |
| Q3 2024 | 629 | $8.13B |
| Q2 2024 | 601 | $8.04B |
| Q1 2024 | 592 | $8.17B |
| Q4 2023 | 623 | $7.80B |
| Q3 2023 | 584 | $6.85B |
| Q2 2023 | 626 | $7.64B |
| Q1 2023 | 650 | $8.37B |
| Q4 2022 | 657 | $9.21B |
| Q3 2022 | 637 | $7.83B |
| Q2 2022 | 636 | $8.56B |
| Q1 2022 | 642 | $9.20B |
| Q4 2021 | 648 | $9.44B |
| Q3 2021 | 597 | $7.98B |
| Q2 2021 | 589 | $8.01B |
| Q1 2021 | 598 | $7.78B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 33,433,285 | $1.28B | 0.02% | +1,863,880+5.9% | Added |
| Vanguard Portfolio Management LLC | 16,340,786 | $626.0M | 0.03% | −148,565−0.9% | Reduced |
| State Street Corp | 13,119,170 | $502.6M | 0.01% | +687,688+5.5% | Added |
| Vanguard Capital Management LLC | 12,782,196 | $489.7M | 0.01% | +120,517+1.0% | Added |
| Norges Bank | 6,489,675 | $248.6M | 0.02% | +6,489,675 | New |
| Geode Capital Management, LLC | 5,279,933 | $202.3M | 0.01% | +55,890+1.1% | Added |
| Nordea Investment Management AB | 5,119,221 | $197.0M | 0.16% | −2,367,235−31.6% | Reduced |
| Amundi | 4,333,385 | $166.0M | 0.04% | −206,168−4.5% | Reduced |
| Millennium Management LLC | 4,153,002 | $159.1M | 0.11% | +90,520+2.2% | Added |
| CNH Partners LLC | 3,858,057 | $147.8M | 2.10% | +720,838+23.0% | Added |
| Legal & General Group Plc | 3,504,219 | $134.2M | 0.03% | +95,371+2.8% | Added |
| Goldman Sachs Group Inc | 3,398,595 | $130.2M | 0.01% | +559,317+19.7% | Added |
| Northern Trust Corp | 3,299,746 | $126.4M | 0.01% | +97,899+3.1% | Added |
| Morgan Stanley | 3,276,730 | $125.5M | 0.01% | +57,681+1.8% | Added |
| Antipodes Partners Ltd | 3,266,286 | $125.1M | 2.29% | +247,471+8.2% | Added |
| Balyasny Asset Management LLC | 3,229,542 | $123.7M | 0.23% | +140,917+4.6% | Added |
| Dimensional Fund Advisors LP | 3,006,373 | $115.2M | 0.02% | +124,883+4.3% | Added |
| JPMorgan Chase & Co | 2,753,727 | $106.3M | 0.01% | +561,748+25.6% | Added |
| Pictet Asset Management Holding SA | 2,524,042 | $96.7M | 0.09% | −1,081,409−30.0% | Reduced |
| Boston Trust Walden Corp | 2,463,461 | $94.4M | 0.72% | −17,987−0.7% | Reduced |
| Bank of New York Mellon Corp | 2,413,662 | $92.5M | 0.02% | −109,402−4.3% | Reduced |
| Invesco Ltd. | 2,401,088 | $92.0M | 0.01% | −1,868,550−43.8% | Reduced |
| Nomura Asset Management International Inc. | 2,243,125 | $85.9M | 0.13% | −110,480−4.7% | Reduced |
| First Trust Advisors LP | 2,092,331 | $80.2M | 0.05% | +180,720+9.5% | Added |
| Arrowstreet Capital, Limited Partnership | 2,086,569 | $79.9M | 0.04% | +804,561+62.8% | Added |
| Duff & Phelps Investment Management Co | 2,054,683 | $78.7M | 0.74% | −134,101−6.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,992,288 | $76.3M | 0.01% | +6,457+0.3% | Added |
| FIL Ltd | 1,950,669 | $74.7M | 0.05% | −2,113−0.1% | Reduced |
| Empower Advisory Group, LLC | 1,871,675 | $71.7M | 0.17% | +63,036+3.5% | Added |
| Vanguard Fiduciary Trust Co | 1,794,358 | $68.7M | 0.02% | +33,425+1.9% | Added |
| Highland Capital Management Fund Advisors, L.P. | 1,780,349 | $68.2M | 4.56% | +1,780,349 | New |
| AQR Capital Management LLC | 1,776,094 | $68.0M | 0.02% | +618,696+53.5% | Added |
| Qube Research & Technologies Ltd | 1,774,130 | $68.0M | 0.08% | −1,504,554−45.9% | Reduced |
| LMR Partners LLP | 1,628,583 | $62.4M | 0.46% | +1,087,463+201.0% | Added |
| UBS Group AG | 1,525,066 | $58.4M | 0.01% | +448,314+41.6% | Added |
| Citigroup Inc | 1,503,622 | $57.6M | 0.03% | +623,904+70.9% | Added |
| Gotham Asset Management, LLC | 1,443,959 | $55.3M | 0.13% | +530,422+58.1% | Added |
| Franklin Resources Inc | 1,383,319 | $53.0M | 0.01% | +16,502+1.2% | Added |
| Ensign Peak Advisors, Inc | 1,344,324 | $51.5M | 0.08% | −2,790−0.2% | Reduced |
| Alliancebernstein L.P. | 1,268,732 | $51.1M | 0.02% | +360,742+39.7% | Added |
| Epoch Investment Partners, Inc. | 1,282,362 | $49.1M | 0.28% | +92,432+7.8% | Added |
| Magnetar Financial LLC | 1,258,246 | $48.2M | 0.44% | +54,561+4.5% | Added |
| SG Americas Securities, LLC | 1,247,728 | $47.8M | 0.03% | +1,220,825+4,537.9% | Added |
| Jane Street Group, LLC | 1,234,270 | $47.3M | 0.03% | −1,076,079−46.6% | Reduced |
| UBS Asset Management Americas Inc | 1,133,353 | $43.4M | 0.01% | +49,216+4.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 980,246 | $37.6M | 0.08% | +231,432+30.9% | Added |
| FMR LLC | 968,932 | $37.1M | 0.00% | +243,960+33.7% | Added |
| Bank of America Corp | 899,973 | $34.5M | 0.00% | −573,659−38.9% | Reduced |
| Rhumbline Advisers | 821,077 | $31.5M | 0.02% | −8,310−1.0% | Reduced |
| Squarepoint Ops LLC | 810,036 | $31.0M | 0.06% | +118,543+17.1% | Added |
| GW&K Investment Management, LLC | 788,035 | $30.2M | 0.24% | −11,156−1.4% | Reduced |
| Jones Financial Companies LLLP | 760,238 | $29.3M | 0.01% | −6,349−0.8% | Reduced |
| ProShare Advisors LLC | 707,091 | $27.1M | 0.04% | +21,334+3.1% | Added |
| Nuveen, LLC | 683,783 | $26.2M | 0.01% | −171,352−20.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 661,098 | $25.3M | 0.04% | +93,299+16.4% | Added |
| Principal Financial Group Inc | 643,984 | $24.7M | 0.01% | +12,591+2.0% | Added |
| Susquehanna International Group, LLP | 633,877 | $24.3M | 0.02% | −854,666−57.4% | Reduced |
| Gabelli Funds LLC | 613,050 | $23.5M | 0.15% | +25,500+4.3% | Added |
| Kames Capital plc | 603,488 | $23.1M | 0.25% | −19,040−3.1% | Reduced |
| California Public Employees Retirement System | 595,876 | $22.8M | 0.01% | −12,921−2.1% | Reduced |
| Wells Fargo & Company | 592,104 | $22.7M | 0.00% | −22,876−3.7% | Reduced |
| Verition Fund Management LLC | 552,800 | $21.2M | 0.15% | +476,746+626.9% | Added |
| Capitolis Liquid Global Markets LLC | 552,000 | $21.1M | 0.09% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 545,007 | $20.9M | 0.02% | −158,563−22.5% | Reduced |
| Swiss National Bank | 540,000 | $20.7M | 0.01% | −20,400−3.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 528,483 | $20.2M | 0.11% | +503,900+2,049.8% | Added |
| Canada Pension Plan Investment Board | 506,900 | $19.4M | 0.01% | +279,500+122.9% | Added |
| Price T Rowe Associates Inc | 489,451 | $18.8M | 0.00% | −1,043,524−68.1% | Reduced |
| Assenagon Asset Management S.A. | 488,454 | $18.7M | 0.01% | −1,256,225−72.0% | Reduced |
| Flputnam Investment Management Co | 465,697 | $17.8M | 0.21% | +54,865+13.4% | Added |
| Kintayl Capital LP | 462,708 | $17.7M | 8.53% | +103,675+28.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 456,080 | $17.5M | 0.08% | −47,102−9.4% | Reduced |
| LPL Financial LLC | 405,949 | $15.6M | 0.00% | +66,471+19.6% | Added |
| Mirova | 398,722 | $15.3M | 0.56% | +5,996+1.5% | Added |
| Great West Life Assurance Co | 395,336 | $15.1M | 0.02% | −5,650−1.4% | Reduced |
| New York State Common Retirement Fund | 394,559 | $15.1M | 0.02% | −21,800−5.2% | Reduced |
| Royal Bank of Canada | 385,020 | $14.8M | 0.00% | −35,241−8.4% | Reduced |
| John G Ullman & Associates Inc | 380,232 | $14.6M | 1.77% | −23,317−5.8% | Reduced |
| DekaBank Deutsche Girozentrale | 353,836 | $14.3M | 0.02% | 00.0% | Unchanged |
| Trexquant Investment LP | 350,865 | $13.4M | 0.08% | +169,591+93.6% | Added |
| Ameriprise Financial Inc | 322,647 | $12.4M | 0.00% | +18,101+5.9% | Added |
| Algert Global LLC | 321,500 | $12.3M | 0.15% | +321,500 | New |
| Magellan Asset Management Ltd | 320,787 | $12.3M | 0.27% | +25,033+8.5% | Added |
| California State Teachers Retirement System | 312,425 | $12.0M | 0.01% | −24,108−7.2% | Reduced |
| Natixis Advisors, L.P. | 311,246 | $11.9M | 0.01% | +7,127+2.3% | Added |
| MUFG Securities EMEA plc | 305,721 | $11.7M | 0.12% | +173,721+131.6% | Added |
| Virtu Financial LLC | 305,586 | $11.7M | 0.37% | +82,436+36.9% | Added |
| Retirement Systems of Alabama | 293,357 | $11.2M | 0.03% | −53,557−15.4% | Reduced |
| Raymond James Financial Inc | 292,042 | $11.2M | 0.00% | −16,936−5.5% | Reduced |
| Manufacturers Life Insurance Company, The | 289,905 | $11.1M | 0.01% | +14,976+5.4% | Added |
| Nomura Asset Management Co Ltd | 289,025 | $11.1M | 0.02% | +70,661+32.4% | Added |
| Bank of Nova Scotia | 284,606 | $10.9M | 0.02% | +234,016+462.6% | Added |
| Maryland State Retirement & Pension System | 284,005 | $10.9M | 0.19% | +15,959+6.0% | Added |
| New York State Teachers Retirement System | 279,735 | $10.7M | 0.02% | −8,043−2.8% | Reduced |
| Cbre Clarion Securities LLC | 274,998 | $10.5M | 0.15% | −26,611−8.8% | Reduced |
| D. E. Shaw & Co., Inc. | 272,252 | $10.4M | 0.01% | −286,297−51.3% | Reduced |
| Cetera Investment Advisers | 264,413 | $10.1M | 0.01% | +15,323+6.2% | Added |
| Stifel Financial Corp | 261,289 | $10.0M | 0.01% | +2,391+0.9% | Added |
| ING Groep NV | 258,000 | $9.88M | 0.05% | +258,000 | New |
| State Board of Administration of Florida Retirement System | 246,561 | $9.45M | 0.02% | −6,930−2.7% | Reduced |