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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.

Q1 2026 vs. Q4 2025

How the institutions holding Essential Utilities, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of WTRG: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders69514698+17
Shares225.7M35.7M216.6M+26.6M (+14.0%)
Value$8.66B$1.37B$8.72B+$1.43B (+19.7%)

14 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (91)

Institutions that held Essential Utilities, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to WTRG in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC16,489,351$664.0M0.03%
Vanguard Capital Management LLC12,661,679$509.9M0.01%
Qube Research & Technologies Ltd3,278,684$132.0M0.19%
Vanguard Fiduciary Trust Co1,760,933$70.9M0.02%
Tudor Investment Corp Et Al1,385,895$55.8M0.30%
Grantham, Mayo, Van Otterloo & Co. LLC748,814$30.2M0.08%
Adage Capital Partners GP, L.L.C.567,799$22.9M0.04%
D. E. Shaw & Co., Inc.558,549$22.5M0.02%
Capitolis Liquid Global Markets LLC552,000$22.2M0.14%
Mirova392,726$15.8M0.64%
Vanguard Asset Management, Ltd254,167$10.2M0.01%
BTG Pactual Asset Management US LLC217,672$8.77M0.85%
Vanguard Investments Australia, Ltd.212,065$8.54M0.02%
Trexquant Investment LP181,274$7.30M0.05%
NewSquare Capital LLC163,994$6.60M0.58%
Woodline Partners LP151,351$6.09M0.02%
MUFG Securities EMEA plc132,000$5.32M0.08%
Vanguard Global Advisers, LLC116,864$4.71M0.00%
Point72 Asset Management, L.P.74,921$3.02M0.01%
Engineers Gate Manager LP68,016$2.74M0.03%
Econ Financial Services Corp63,358$2.55M1.18%
Hussman Strategic Advisors, Inc.63,000$2.54M0.55%
Mangrove Partners42,999$1.73M0.14%
CoreCommodity Management, LLC42,109$1.70M0.32%
Gsa Capital Partners LLP41,433$1.67M0.10%
Trium Capital LLP31,621$1.27M0.92%
CIBC Bancorp USA Inc.27,825$1.12M0.00%
Lloyd Advisory Services, LLC.23,137$931.7K0.27%
Aigen Investment Management, LP20,239$815.0K0.21%
Kiker Wealth Management, LLC17,945$722.6K0.35%
Equitable Holdings, Inc.14,516$584.6K0.00%
First Business Financial Services, Inc.14,146$569.7K0.05%
Machina Capital S.A.S.14,019$564.5K0.11%
Dark Forest Capital Management LP13,552$545.7K0.05%
Integrated Wealth Concepts LLC13,471$542.5K0.00%
Compass Ion Advisors, LLC12,257$493.6K0.05%
Quantbot Technologies LP12,211$491.7K0.02%
Empowered Funds, LLC11,197$450.9K0.00%
Ridgewood Investments LLC10,666$429.5K0.18%
First Affirmative Financial Network9,577$385.7K0.15%
Financial Services Advisory Inc8,370$337.1K0.16%
Farringdon Capital, Ltd.7,572$304.9K0.07%
Brighton Jones LLC6,530$263.0K0.01%
Nicolet Bankshares Inc6,250$251.7K0.01%
Evolve Private Wealth, LLC6,194$249.4K0.01%
Centiva Capital, LP5,794$233.3K0.01%
Sivia Capital Partners, LLC5,631$226.8K0.04%
Tiaa-Cref Individual & Institutional Services, LLC5,578$224.6K0.00%
Coldstream Capital Management Inc5,543$223.2K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5,540$223.1K0.01%
Chicago Partners Investment Group LLC5,649$220.1K0.00%
Krilogy Financial LLC5,479$212.1K0.01%
Ledgewood Wealth Advisors, LLC5,206$209.6K0.12%
Univest Financial Corp5,179$208.6K0.01%
SeaCrest Wealth Management, LLC5,159$207.7K0.02%
Kingsview Wealth Management, LLC5,111$205.8K0.00%
Midwest Trust Co5,081$204.6K0.00%
ExodusPoint Capital Management, LP5,040$203.0K0.00%
Charter Trust Co5,019$202.1K0.01%
TCG Advisory Services, LLC4,986$200.8K0.00%
Corient IA LLC4,440$178.8K0.17%
Advisory Services Network, LLC3,483$140.3K0.00%
Axiom Investment Management LLC2,436$98.1K0.07%
Southern Michigan Bank & Trust1,800$72.5K0.03%
University of Texas/Texas Am Investment Managment Co1,090$43.9K0.01%
TIAA Wealth Investment Management LLC1,052$43.0K0.00%
Cassaday & Co Wealth Management LLC994$40.0K0.00%
MB, Levis & Associates, LLC951$38.3K0.02%
Virginia Estate & Retirement Planning Advisors Inc.879$35.4K0.16%
Golden State Wealth Management, LLC700$28.2K0.00%
RWM Asset Management, LLC690$27.8K0.00%
Evolution Wealth Management Inc.669$26.9K0.02%
Prosperity Bancshares Inc501$20.2K0.02%
Golden State Equity Partners394$15.9K0.00%
Twin Peaks Wealth Advisors, LLC371$14.9K0.00%
Owl Creek Wealth Partners LLC360$14.5K0.01%
CVA Family Office, LLC255$10.3K0.00%
LRI Investments, LLC242$9.74K0.00%
Center for Financial Planning, Inc.200$8.05K0.00%
Wall Street Financial Group, Inc.183$7.37K0.00%
JPL Wealth Management, LLC145$5.84K0.00%
Kilter Group LLC121$4.87K0.00%
Simplex Trading, LLC109$4.39K0.00%
Synergy Investment Management, LLC50$2.01K0.00%
Intentional Wealth Strategies, LLC50$2.01K0.00%
Bartlett & Co. Wealth Management LLC42$1.59K0.00%
Cornerstone Planning Group LLC29$1.09K0.00%
Vermillion Wealth Management, Inc.19$7650.00%
Prestige Wealth Management Group LLC6$2420.00%
Curio Wealth, LLC5$2010.00%
3 Factor Indexing, LLC2$810.00%

Sold out (74)

Institutions that held Essential Utilities, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of WTRG in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Aviva PLC387,540$14.9M
Swedbank AB373,159$14.3M
Deprince Race & Zollo Inc231,228$8.87M
Mitsubishi UFJ Trust & Banking Corp112,287$4.31M
Asset Management One Co.,Ltd.102,722$3.98M
Danske Bank A/S103,209$3.96M
Mn Services Vermogensbeheer B.V.98,275$3.77M
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.92,461$3.55M
Resona Asset Management Co.,Ltd.86,439$3.32M
Lansforsakringar Fondforvaltning AB (publ)83,188$3.19M
Prudential PLC79,077$3.03M
Kempen Capital Management N.V.59,550$2.28M
British Columbia Investment Management Corp49,668$1.91M
Connor, Clark & Lunn Investment Management Ltd.46,008$1.76M
Water Island Capital LLC36,646$1.41M
Capital Innovations LLC36,596$1.40M
Nissay Asset Management Corp35,842$1.37M
Northwest & Ethical Investments L.P.34,524$1.32M
OP Asset Management Ltd34,203$1.31M
Credit Agricole S A29,952$1.15M
Commerzbank Aktiengesellschaft27,263$1.05M
Sumitomo Mitsui DS Asset Management Company, Ltd26,161$1.00M
Achmea Investment Management B.V.24,791$951.0K
Axxcess Wealth Management, LLC21,068$808.2K
Polymer Capital Management (US) LLC19,645$753.6K
Investment Management Corp of Ontario19,055$731.0K
AMF Pensionsforsakring AB18,594$713.3K
Dakota Wealth Management17,848$684.7K
NorthStar Asset Management LLC17,117$656.6K
Harvest Management LLC17,000$652.1K
B. Metzler seel. Sohn & Co. AG15,556$596.7K
Oakmont Investment Advisors, Inc.14,916$572.2K
Intech Investment Management LLC14,224$545.6K
Whalen Wealth Management Inc.13,385$513.4K
Metis Global Partners, LLC13,289$509.8K
Jump Financial, LLC13,027$499.7K
Tokio Marine Asset Management Co Ltd12,661$485.7K
denkapparat Operations GmbH12,528$480.6K
Vinva Investment Management Ltd12,457$479.0K
CAPROCK Group, Inc.12,342$473.4K
Rakuten Investment Management, Inc.11,881$459.9K
Royal London Asset Management Ltd11,785$452.1K
Gulf International Bank (UK) Ltd10,690$410.0K
AE Wealth Management LLC10,598$406.5K
BI Asset Management Fondsmaeglerselskab A/S10,566$405.0K
Vestcor Inc9,259$355.0K
Osmosis Investment Management UK Ltd8,313$318.9K
Gryphon Financial Partners LLC7,253$278.2K
Qsemble Capital Management, LP7,250$278.1K
Wesbanco Bank Inc6,171$236.7K
Phoenix Holdings Ltd.6,059$232.2K
V-Square Quantitative Management LLC5,904$226.5K
Catalyst Financial Partners LLC5,222$200.3K
SageView Advisory Group, LLC1,935$74.2K
Los Angeles Capital Management LLC1,320$51.2K
DV Trading LLC1,000$38.4K
Fideuram Asset Management (Ireland) dac777$27.1K
Blume Capital Management, Inc.700$26.9K
GoalVest Advisory LLC659$25.3K
Strategic Investment Solutions, Inc.625$24.0K
Webster Bank, N. A.580$22.2K
Concord Wealth Partners365$14.0K
T. Rowe Price Investment Management, Inc.280$11.0K
ZRC Wealth Management, LLC243$9.32K
Anfield Capital Management, LLC240$9.21K
Cape Investment Advisory, Inc.174$6.66K
Garton & Associates Financial Advisors LLC90$3.44K
Thompson Investment Management, Inc.81$3.11K
Zimmer Partners, LP80$3.07K
Elyxium Wealth, LLC76$2.92K
Wealth Preservation Advisors, LLC63$2.42K
Ossiam54$2.07K
Ulland Investment Advisors, LLC30$1.00K
Turning Point Benefit Group, Inc.9$345

Not filed for Q1 2026 yet (14)

Institutions that held Essential Utilities, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTRG in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc30,935,627$1.19B
Norges Bank4,019,193$154.2M
Capitolis Liquid Global Markets LLC552,000$21.2M
Comerica Bank73,563$2.82M
Forsta Ap-Fonden68,300$2.62M
CIBC Private Wealth Group, LLC19,952$765.4K
SS&H Financial Advisors, Inc.11,074$425.0K
CIBC World Markets Corp9,732$373.3K
MidWestOne Financial Group, Inc.6,250$239.8K
Global Retirement Partners, LLC3,298$126.5K
Trust Co of Vermont3,020$115.8K
Motiv8 Investments LLC900$35.0K
New Millennium Group LLC355$13.6K
ORG Partners LLC160$6.14K