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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, Q2 2021

Institutional positions in Essential Utilities, Inc. as of Jun 30, 2021. 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
589
−6 vs. Q1 2021
Shares held
174.3M
+3.76M (+2.2%) vs. Q1 2021
Total value
$7.96B
+$330.3M (+4.3%) vs. Q1 2021
New holders
56
190 more added
Sold out
62
176 more reduced

3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 589 institutions
Q1 2021: 598 institutionsQ2 2021: 589 institutionsQ3 2021: 597 institutionsQ4 2021: 648 institutionsQ1 2022: 642 institutionsQ2 2022: 636 institutionsQ3 2022: 637 institutionsQ4 2022: 657 institutionsQ1 2023: 650 institutionsQ2 2023: 626 institutionsQ3 2023: 584 institutionsQ4 2023: 623 institutionsQ1 2024: 592 institutionsQ2 2024: 601 institutionsQ3 2024: 629 institutionsQ4 2024: 622 institutionsQ1 2025: 677 institutionsQ2 2025: 683 institutionsQ3 2025: 679 institutionsQ4 2025: 695 institutionsQ1 2026: 698 institutionsQ2 2026: 702 institutions
Value heldQ2 2021: $7.96B
Q1 2021: $7.74BQ2 2021: $7.96BQ3 2021: $7.96BQ4 2021: $9.44BQ1 2022: $9.19BQ2 2022: $8.55BQ3 2022: $7.82BQ4 2022: $9.21BQ1 2023: $8.33BQ2 2023: $7.63BQ3 2023: $6.85BQ4 2023: $7.63BQ1 2024: $7.90BQ2 2024: $8.01BQ3 2024: $8.09BQ4 2024: $7.90BQ1 2025: $8.79BQ2 2025: $8.20BQ3 2025: $9.07BQ4 2025: $8.66BQ1 2026: $8.72BQ2 2026: $8.58B
Institutions holding WTRG and their total value by quarter
QuarterHoldersValue
Q2 2026702$8.58B
Q1 2026698$8.72B
Q4 2025695$8.66B
Q3 2025679$9.07B
Q2 2025683$8.20B
Q1 2025677$8.79B
Q4 2024622$7.90B
Q3 2024629$8.09B
Q2 2024601$8.01B
Q1 2024592$7.90B
Q4 2023623$7.63B
Q3 2023584$6.85B
Q2 2023626$7.63B
Q1 2023650$8.33B
Q4 2022657$9.21B
Q3 2022637$7.82B
Q2 2022636$8.55B
Q1 2022642$9.19B
Q4 2021648$9.44B
Q3 2021597$7.96B
Q2 2021589$7.96B
Q1 2021598$7.74B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2021.

Institutions holding WTRG in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Girard Partners Ltd.6,913$315.0K0.04%+601+9.5%Added
Cigna Investments Inc6,937$317.0K0.02%−1,100−13.7%Reduced
Dorsey & Whitney Trust CO LLC6,949$317.0K0.03%−46−0.7%Reduced
Segall Bryant & Hamill, LLC6,966$319.0K0.00%00.0%Unchanged
AXA S.A.7,000$320.0K0.00%00.0%Unchanged
Johnson Investment Counsel Inc7,035$321.0K0.00%−194−2.7%Reduced
Seven Eight Capital, LP7,050$322.0K0.05%+7,050New
StoneX Group Inc.7,110$325.0K0.05%−54−0.8%Reduced
Providence Wealth Advisors, LLC6,835$325.0K0.22%00.0%Unchanged
Csenge Advisory Group6,985$325.0K0.03%+6,985New
Northwestern Mutual Wealth Management Co7,141$326.0K0.00%+914+14.7%Added
Murphy Capital Management Inc7,192$328.0K0.04%−270−3.6%Reduced
B. Metzler seel. Sohn & Co. Holding AG7,199$329.0K0.00%00.0%Unchanged
Prelude Capital Management, LLC7,244$331.0K0.02%+7,244New
Kingfisher Capital LLC7,270$332.0K0.08%−62−0.8%Reduced
Dynamic Technology Lab Private Ltd7,320$335.0K0.03%−21,530−74.6%Reduced
Coho Partners, Ltd.7,340$335.0K0.01%00.0%Unchanged
Fulton Bank, N.A.7,369$336.0K0.02%00.0%Unchanged
Captrust Financial Advisors7,378$337.0K0.00%−2,519−25.5%Reduced
Anchor Investment Management, LLC7,421$339.1K0.05%00.0%Unchanged
Northstar Asset Management LLC7,485$342.0K0.09%00.0%Unchanged
J.W. Cole Advisors, Inc.7,480$342.0K0.03%+7,480New
Marcum Wealth, LLC7,637$349.0K0.06%+10+0.1%Added
American Century Companies Inc7,627$349.0K0.00%+917+13.7%Added
Affiance Financial, LLC7,784$356.0K0.15%00.0%Unchanged
Wetherby Asset Management Inc7,850$359.0K0.02%+1,296+19.8%Added
Cipher Capital LP7,846$359.0K0.20%+7,846New
World Asset Management Inc7,883$360.0K0.03%−313−3.8%Reduced
Buckingham Strategic Wealth, LLC7,934$363.0K0.01%+91+1.2%Added
Stratos Wealth Partners, LTD.7,947$363.0K0.01%+1,911+31.7%Added
Commerce Bank7,960$364.0K0.00%+1,117+16.3%Added
Chevy Chase Trust Holdings, Inc.8,000$366.0K0.00%00.0%Unchanged
Cannell Peter B & Co Inc8,025$367.0K0.01%−1,500−15.7%Reduced
Gamble Jones Investment Counsel8,168$373.0K0.02%00.0%Unchanged
Stratos Wealth Advisors, LLC8,195$375.0K0.03%+10.0%Added
HBK Sorce Advisory LLC8,374$383.0K0.02%−89−1.1%Reduced
Barrett Asset Management, LLC8,424$385.0K0.02%00.0%Unchanged
Community Bank, N.A.8,474$387.0K0.05%+469+5.9%Added
O'Brien Wealth Partners LLC8,136$390.0K0.13%00.0%Unchanged
Natixis8,524$390.0K0.00%+8,524New
Pegasus Partners Ltd.8,679$397.0K0.08%−3,447−28.4%Reduced
Lehman & Derafelo Financial Resources LLC8,699$398.0K0.11%00.0%Unchanged
Allianz Asset Management GmbH8,741$400.0K0.00%+8,741New
Leonteq Securities AG9,023$412.4K0.03%−700−7.2%Reduced
Nordea Investment Management AB9,044$413.0K0.00%00.0%Unchanged
JustInvest LLC9,044$413.0K0.04%+3,736+70.4%Added
Madden Securities Corp9,067$414.0K0.22%+9,067New
Avantax Advisory Services, Inc.9,103$418.0K0.01%+219+2.5%Added
Fort Pitt Capital Group, LLC9,220$421.0K0.02%+9,220New
Levy Wealth Management Group, LLC9,246$423.0K0.24%+20.0%Added
CIBC Asset Management Inc9,281$424.0K0.00%00.0%Unchanged
TrinityPoint Wealth, LLC9,302$425.0K0.09%+10.0%Added
Ethic Inc.9,415$430.0K0.05%−2,075−18.1%Reduced
Pinnacle Associates Ltd9,487$434.0K0.01%00.0%Unchanged
Foundations Investment Advisors, LLC9,096$436.0K0.02%+180+2.0%Added
Diversified, LLC9,666$442.0K0.25%+17+0.2%Added
Blume Capital Management, Inc.9,700$443.0K0.16%−300−3.0%Reduced
Kestra Advisory Services, LLC9,719$444.0K0.01%+266+2.8%Added
Pratt Collard Advisory Partners LLC9,732$445.0K0.30%−75−0.8%Reduced
Tower Wealth Partners, Inc.9,737$445.0K0.49%00.0%Unchanged
Huntington National Bank9,805$448.0K0.00%+5,328+119.0%Added
Ferguson Wellman Capital Management, Inc9,872$451.0K0.01%00.0%Unchanged
SeaCrest Wealth Management, LLC9,884$452.0K0.05%00.0%Unchanged
Qube Research & Technologies Ltd9,921$453.0K0.01%+9,921New
Raymond James Trust N.A.9,934$454.0K0.02%+1,029+11.6%Added
Fort Washington Investment Advisors Inc9,969$456.0K0.00%−100−1.0%Reduced
Mitsubishi UFJ Asset Management (UK) Ltd.10,000$457.0K0.20%00.0%Unchanged
EagleClaw Capital Managment, LLC10,239$468.0K0.12%−200−1.9%Reduced
Central Trust Co10,303$471.0K0.02%00.0%Unchanged
Great Valley Advisor Group, Inc.10,348$472.0K0.03%+400+4.0%Added
Hoover Financial Advisors, Inc.10,453$478.0K0.09%00.0%Unchanged
Keybank National Association10,552$482.0K0.00%−93−0.9%Reduced
Wellington Management Group LLP10,579$483.0K0.00%+10,579New
Aaron Wealth Advisors10,661$487.0K0.16%−115−1.1%Reduced
Bank Julius Baer & Co. Ltd, Zurich10,700$489.0K0.00%00.0%Unchanged
Natixis Investment Managers International10,746$491.0K0.03%−1,239−10.3%Reduced
Mid Atlantic Financial Management Inc10,771$492.0K0.03%+30.0%Added
Pathstone Family Office, LLC10,763$492.0K0.01%+1,827+20.4%Added
Daiwa Securities Group Inc.10,778$493.0K0.00%+500+4.9%Added
Verition Fund Management LLC11,073$506.0K0.01%+11,073New
Worldquant Millennium Advisors LLC11,469$524.0K0.01%+11,469New
Sigma Planning Corp11,532$527.0K0.02%−925−7.4%Reduced
Occudo Quantitative Strategies LP11,553$528.0K0.08%+3,086+36.4%Added
Rowland & Co Investment Counsel11,665$533.1K0.13%+2,555+28.0%Added
Livforsakringsbolaget Skandia, Omsesidigt11,700$535.0K0.03%+9,400+408.7%Added
Vestcor Inc11,750$537.0K0.02%+3,034+34.8%Added
Neuberger Berman Group LLC11,768$538.0K0.00%−577−4.7%Reduced
Youngs Advisory Group, Inc.11,853$542.0K0.58%00.0%Unchanged
Good Life Advisors, LLC12,302$562.0K0.11%+510+4.3%Added
Institute for Wealth Management, LLC.12,540$573.0K0.10%00.0%Unchanged
Shelton Capital Management12,576$575.0K0.02%00.0%Unchanged
Banque Cantonale Vaudoise12,670$579.0K0.03%+6,700+112.2%Added
Belpointe Asset Management LLC12,924$591.0K0.04%+12,924New
Moors & Cabot, Inc.13,002$594.0K0.04%+400+3.2%Added
First Pacific Financial13,005$594.0K0.33%+1,328+11.4%Added
BI Asset Management Fondsmaeglerselskab A/S13,476$616.0K0.02%00.0%Unchanged
Inverness Counsel LLC13,775$630.0K0.02%00.0%Unchanged
Tudor Investment Corp Et Al13,994$640.0K0.01%+13,994New
Town & Country Bank & Trust CO dba First Bankers Trust CO14,193$649.0K0.32%−5,294−27.2%Reduced
Welch & Forbes LLC14,187$649.0K0.01%00.0%Unchanged