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, Q1 2026
Institutional positions in Essential Utilities, Inc. as of Mar 31, 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
- 698
- +17 vs. Q4 2025
- Shares held
- 216.6M
- +26.6M (+14.0%) vs. Q4 2025
- Total value
- $8.72B
- +$1.43B (+19.7%) vs. Q4 2025
- New holders
- 91
- 220 more added
- Sold out
- 74
- 250 more reduced
14 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,569,405 | $1.27B | 0.02% | −2,775,514−8.1% | Reduced |
| Vanguard Portfolio Management LLC | 16,489,351 | $664.0M | 0.03% | +16,489,351 | New |
| Vanguard Capital Management LLC | 12,661,679 | $509.9M | 0.01% | +12,661,679 | New |
| State Street Corp | 12,431,482 | $500.6M | 0.02% | −1,401,693−10.1% | Reduced |
| Nordea Investment Management AB | 7,486,456 | $301.9M | 0.28% | −139,299−1.8% | Reduced |
| Geode Capital Management, LLC | 5,224,043 | $210.4M | 0.01% | −9,672−0.2% | Reduced |
| Amundi | 4,539,553 | $182.8M | 0.05% | −1,796,142−28.3% | Reduced |
| Invesco Ltd. | 4,269,638 | $171.9M | 0.02% | +306,797+7.7% | Added |
| Millennium Management LLC | 4,062,482 | $163.6M | 0.12% | +2,807,270+223.6% | Added |
| Pictet Asset Management Holding SA | 3,605,451 | $145.2M | 0.15% | −934,526−20.6% | Reduced |
| Legal & General Group Plc | 3,408,848 | $137.3M | 0.03% | −740,215−17.8% | Reduced |
| Qube Research & Technologies Ltd | 3,278,684 | $132.0M | 0.19% | +3,278,684 | New |
| Morgan Stanley | 3,219,049 | $129.6M | 0.01% | −201,221−5.9% | Reduced |
| Northern Trust Corp | 3,201,847 | $128.9M | 0.02% | −41,800−1.3% | Reduced |
| CNH Partners LLC | 3,137,219 | $126.3M | 2.07% | +2,188,335+230.6% | Added |
| Balyasny Asset Management LLC | 3,088,625 | $124.4M | 0.24% | +2,970,868+2,522.9% | Added |
| Antipodes Partners Ltd | 3,018,815 | $121.6M | 2.34% | −256,100−7.8% | Reduced |
| Dimensional Fund Advisors LP | 2,881,490 | $116.0M | 0.02% | +106,252+3.8% | Added |
| Goldman Sachs Group Inc | 2,839,278 | $114.3M | 0.02% | +1,264,511+80.3% | Added |
| Bank of New York Mellon Corp | 2,523,064 | $101.6M | 0.02% | −224,208−8.2% | Reduced |
| Boston Trust Walden Corp | 2,481,448 | $99.9M | 0.82% | −77,242−3.0% | Reduced |
| Nomura Asset Management International Inc. | 2,353,605 | $94.8M | 0.16% | −1,586,400−40.3% | Reduced |
| Jane Street Group, LLC | 2,310,349 | $93.0M | 0.10% | −175,344−7.1% | Reduced |
| JPMorgan Chase & Co | 2,191,979 | $90.0M | 0.01% | −1,546,201−41.4% | Reduced |
| Duff & Phelps Investment Management Co | 2,188,784 | $88.1M | 0.92% | +1030.0% | Added |
| Charles Schwab Investment Management Inc | 1,985,831 | $80.0M | 0.01% | +65,878+3.4% | Added |
| FIL Ltd | 1,952,782 | $78.6M | 0.06% | +234,115+13.6% | Added |
| First Trust Advisors LP | 1,911,611 | $77.0M | 0.06% | −2,231,098−53.9% | Reduced |
| Empower Advisory Group, LLC | 1,808,639 | $72.8M | 0.19% | +120,105+7.1% | Added |
| Vanguard Fiduciary Trust Co | 1,760,933 | $70.9M | 0.02% | +1,760,933 | New |
| Assenagon Asset Management S.A. | 1,744,679 | $70.3M | 0.11% | +1,499,450+611.4% | Added |
| Price T Rowe Associates Inc | 1,532,975 | $61.7M | 0.01% | +1,296,496+548.2% | Added |
| Susquehanna International Group, LLP | 1,488,543 | $59.9M | 0.08% | −1,487,093−50.0% | Reduced |
| Bank of America Corp | 1,473,632 | $59.3M | 0.00% | +132,566+9.9% | Added |
| Tudor Investment Corp Et Al | 1,385,895 | $55.8M | 0.30% | +1,385,895 | New |
| Franklin Resources Inc | 1,366,817 | $55.0M | 0.01% | −2,919−0.2% | Reduced |
| Ensign Peak Advisors, Inc | 1,347,114 | $54.2M | 0.10% | −401,248−22.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,282,008 | $51.6M | 0.03% | +1,201,879+1,499.9% | Added |
| Magnetar Financial LLC | 1,203,685 | $48.5M | 0.49% | +4,595+0.4% | Added |
| Epoch Investment Partners, Inc. | 1,189,930 | $47.9M | 0.29% | +53,107+4.7% | Added |
| AQR Capital Management LLC | 1,157,398 | $46.6M | 0.02% | +126,112+12.2% | Added |
| UBS Asset Management Americas Inc | 1,084,137 | $43.7M | 0.01% | −1,197,612−52.5% | Reduced |
| UBS Group AG | 1,076,752 | $43.4M | 0.01% | −28,250−2.6% | Reduced |
| Gotham Asset Management, LLC | 913,537 | $36.8M | 0.11% | −28,940−3.1% | Reduced |
| Citigroup Inc | 879,718 | $35.4M | 0.02% | −19,423−2.2% | Reduced |
| Alliancebernstein L.P. | 907,990 | $34.8M | 0.01% | +254,594+39.0% | Added |
| Nuveen, LLC | 855,135 | $34.4M | 0.01% | +295,161+52.7% | Added |
| Rhumbline Advisers | 829,387 | $33.4M | 0.03% | −28,296−3.3% | Reduced |
| GW&K Investment Management, LLC | 799,191 | $32.2M | 0.28% | −14,456−1.8% | Reduced |
| Jones Financial Companies LLLP | 766,587 | $30.9M | 0.01% | +308,537+67.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 748,814 | $30.2M | 0.08% | +748,814 | New |
| FMR LLC | 724,972 | $29.2M | 0.00% | +439,282+153.8% | Added |
| Allianz Asset Management GmbH | 703,570 | $28.3M | 0.03% | −625,793−47.1% | Reduced |
| Squarepoint Ops LLC | 691,493 | $27.8M | 0.06% | +189,460+37.7% | Added |
| ProShare Advisors LLC | 685,757 | $27.6M | 0.04% | −143,675−17.3% | Reduced |
| Principal Financial Group Inc | 631,393 | $25.4M | 0.01% | +20,360+3.3% | Added |
| Kames Capital plc | 622,528 | $25.1M | 0.33% | −179,390−22.4% | Reduced |
| Wells Fargo & Company | 614,980 | $24.8M | 0.00% | −52,566−7.9% | Reduced |
| California Public Employees Retirement System | 608,797 | $24.5M | 0.02% | −157,556−20.6% | Reduced |
| Gabelli Funds LLC | 587,550 | $23.7M | 0.16% | +2,200+0.4% | Added |
| Adage Capital Partners GP, L.L.C. | 567,799 | $22.9M | 0.04% | +567,799 | New |
| Swiss National Bank | 560,400 | $22.6M | 0.01% | −186,600−25.0% | Reduced |
| D. E. Shaw & Co., Inc. | 558,549 | $22.5M | 0.02% | +558,549 | New |
| Capitolis Liquid Global Markets LLC | 552,000 | $22.2M | 0.14% | +552,000 | New |
| LMR Partners LLP | 541,120 | $21.8M | 0.20% | −18,412−3.3% | Reduced |
| Wellington Management Group LLP | 511,585 | $20.6M | 0.00% | +10,370+2.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 503,182 | $20.3M | 0.10% | −56,263−10.1% | Reduced |
| Energy Income Partners, LLC | 498,350 | $20.1M | 0.32% | +6,856+1.4% | Added |
| Toronto Dominion Bank | 452,348 | $18.2M | 0.04% | −1,099,186−70.8% | Reduced |
| Royal Bank of Canada | 420,261 | $16.9M | 0.00% | −16,422−3.8% | Reduced |
| New York State Common Retirement Fund | 416,359 | $16.8M | 0.02% | −94,358−18.5% | Reduced |
| Flputnam Investment Management Co | 410,832 | $16.5M | 0.25% | −134,876−24.7% | Reduced |
| John G Ullman & Associates Inc | 403,549 | $16.3M | 2.15% | −1,901−0.5% | Reduced |
| Great West Life Assurance Co | 400,986 | $16.2M | 0.03% | −52,582−11.6% | Reduced |
| Mirova | 392,726 | $15.8M | 0.64% | +392,726 | New |
| Eurizon Capital SGR S.p.A. | 371,530 | $15.0M | 0.05% | −385,342−50.9% | Reduced |
| DekaBank Deutsche Girozentrale | 353,836 | $14.6M | 0.02% | 00.0% | Unchanged |
| Kintayl Capital LP | 359,033 | $14.5M | 8.90% | −17,062−4.5% | Reduced |
| Retirement Systems of Alabama | 346,914 | $14.0M | 0.05% | +7,297+2.1% | Added |
| LPL Financial LLC | 339,478 | $13.7M | 0.00% | −2,625−0.8% | Reduced |
| California State Teachers Retirement System | 336,533 | $13.6M | 0.01% | −525,461−61.0% | Reduced |
| Raymond James Financial Inc | 308,978 | $12.4M | 0.00% | +528+0.2% | Added |
| Ameriprise Financial Inc | 304,546 | $12.3M | 0.00% | −97,619−24.3% | Reduced |
| Natixis Advisors, L.P. | 304,119 | $12.2M | 0.02% | +61,705+25.5% | Added |
| Cbre Clarion Securities LLC | 301,609 | $12.1M | 0.18% | −1,670,277−84.7% | Reduced |
| Magellan Asset Management Ltd | 295,754 | $11.9M | 0.15% | +70,474+31.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 294,254 | $11.8M | 0.18% | +18,345+6.6% | Added |
| New York State Teachers Retirement System | 287,778 | $11.6M | 0.02% | −8,853−3.0% | Reduced |
| Manufacturers Life Insurance Company, The | 274,929 | $11.1M | 0.01% | −65,598−19.3% | Reduced |
| Maryland State Retirement & Pension System | 268,046 | $10.8M | 0.22% | −11,767−4.2% | Reduced |
| Stifel Financial Corp | 258,898 | $10.4M | 0.01% | −4,703−1.8% | Reduced |
| Deutsche Bank AG | 255,647 | $10.3M | 0.00% | −361,563−58.6% | Reduced |
| Vanguard Asset Management, Ltd | 254,167 | $10.2M | 0.01% | +254,167 | New |
| State Board of Administration of Florida Retirement System | 253,491 | $10.2M | 0.02% | −8,746−3.3% | Reduced |
| Cetera Investment Advisers | 249,090 | $10.0M | 0.01% | +7,668+3.2% | Added |
| Barclays PLC | 236,384 | $9.52M | 0.00% | −313,024−57.0% | Reduced |
| AdvisorNet Financial, Inc | 232,652 | $9.37M | 0.49% | −311−0.1% | Reduced |
| Canada Pension Plan Investment Board | 227,400 | $9.16M | 0.01% | +152,500+203.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 223,268 | $8.99M | 0.45% | −27,655−11.0% | Reduced |
| Virtu Financial LLC | 223,150 | $8.99M | 0.37% | +41,639+22.9% | Added |