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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, 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.

Institutional holdersQ1 2026: 698 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 heldQ1 2026: $8.72B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q4 2025.

Institutions holding WTRG in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Winthrop Capital Management, LLC7$00.00%00.0%Unchanged
Meeder Asset Management Inc1$400.00%−207−99.5%Reduced
Raleigh Capital Management Inc.1$400.00%00.0%Unchanged
Seneschal Advisors, LLC2$810.00%00.0%Unchanged
3 Factor Indexing, LLC2$810.00%+2New
Hughes Financial Services, LLC3$1210.00%00.0%Unchanged
North Star Investment Management Corp.4$1610.00%00.0%Unchanged
Curio Wealth, LLC5$2010.00%+5New
Prestige Wealth Management Group LLC6$2420.00%+6New
Dunhill Financial, LLC6$2570.00%00.0%Unchanged
American Capital Advisory, LLC8$3230.00%00.0%Unchanged
Sofos Investments, Inc.10$4030.00%+9+900.0%Added
Caitong International Asset Management Co., Ltd12$4830.00%−14−53.8%Reduced
HFM Investment Advisors, LLC12$4830.00%00.0%Unchanged
Stone House Investment Management, LLC12$4830.00%00.0%Unchanged
Financial Consulate, Inc13$5240.00%00.0%Unchanged
Godfrey Financial Associates, Inc.13$5240.00%00.0%Unchanged
Millstone Evans Group, LLC14$5640.00%00.0%Unchanged
Rakuten Securities, Inc.14$5640.00%+12+600.0%Added
Vermillion Wealth Management, Inc.19$7650.00%+19New
Transamerica Financial Advisors, Inc.20$8050.00%−53−72.6%Reduced
Spire Wealth Management20$8050.00%00.0%Unchanged
MV Capital Management, Inc.21$8460.00%+1+5.0%Added
Rialto Wealth Management, LLC22$8860.00%−1−4.3%Reduced
Ogorek Anthony Joseph33$1.00K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC26$1.05K0.00%+9+52.9%Added
Cornerstone Planning Group LLC29$1.09K0.00%+29New
Bogart Wealth, LLC28$1.12K0.00%−14−33.3%Reduced
Principia Wealth Advisory, LLC28$1.13K0.00%00.0%Unchanged
Sankala Group LLC28$1.15K0.00%00.0%Unchanged
Signature Equity Partners, LLC34$1.37K0.00%00.0%Unchanged
Raffa Wealth Management, LLC34$1.37K0.00%+3+9.7%Added
DiNuzzo Private Wealth, Inc.34$1.37K0.00%00.0%Unchanged
SJS Investment Consulting Inc.34$1.37K0.00%+19+126.7%Added
Ankerstar Wealth, LLC36$1.45K0.00%00.0%Unchanged
Osbon Capital Management LLC37$1.49K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC42$1.59K0.00%+42New
Bell Investment Advisors, Inc44$1.77K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.50$2.01K0.00%00.0%Unchanged
Synergy Investment Management, LLC50$2.01K0.00%+50New
Intentional Wealth Strategies, LLC50$2.01K0.00%+50New
Bare Financial Services, Inc53$2.13K0.00%+27+103.8%Added
Cromwell Holdings LLC54$2.17K0.00%+17+45.9%Added
Sachetta, LLC57$2.30K0.00%00.0%Unchanged
Fairman Group, LLC64$2.58K0.00%00.0%Unchanged
SWAN Capital LLC69$2.78K0.00%−193−73.7%Reduced
Bruce G. Allen Investments, LLC78$3.14K0.00%−144−64.9%Reduced
Tradewinds Capital Management, LLC79$3.18K0.00%+1+1.3%Added
Caldwell Sutter Capital, Inc.85$3.42K0.00%00.0%Unchanged
WealthCollab, LLC92$3.71K0.00%00.0%Unchanged
Simplex Trading, LLC109$4.39K0.00%+109New
Salomon & Ludwin, LLC111$4.56K0.00%00.0%Unchanged
Kilter Group LLC121$4.87K0.00%+121New
Retirement Wealth Solutions LLC129$5.20K0.00%+53+69.7%Added
Copia Wealth Management138$5.56K0.00%00.0%Unchanged
JPL Wealth Management, LLC145$5.84K0.00%+145New
New England Capital Financial Advisors LLC157$6.32K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.159$6.39K0.00%−4−2.5%Reduced
Itau Unibanco Holding S.A.171$6.89K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC173$6.96K0.00%+2+1.2%Added
Keating Financial Advisory Services, Inc.183$7.37K0.00%+74+67.9%Added
Wall Street Financial Group, Inc.183$7.37K0.00%+183New
Godsey & Gibb Associates188$7.57K0.00%00.0%Unchanged
Archer Investment Corp191$7.69K0.00%+2+1.1%Added
Covestor Ltd196$8.00K0.01%−129−39.7%Reduced
Center for Financial Planning, Inc.200$8.05K0.00%+200New
Rossby Financial, LCC223$9.06K0.00%+132+145.1%Added
Private Wealth Management Group, LLC232$9.34K0.00%−10−4.1%Reduced
LRI Investments, LLC242$9.74K0.00%+242New
Peoples Financial Services Corp.250$10.1K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc250$10.1K0.00%+10+4.2%Added
Pinnacle Wealth Planning Services, Inc.255$10.3K0.00%00.0%Unchanged
CVA Family Office, LLC255$10.3K0.00%+255New
Global X Japan Co., Ltd.266$10.7K0.00%−276−50.9%Reduced
Banque Cantonale Vaudoise269$11.0K0.00%−8,672−97.0%Reduced
Guinness Atkinson Asset Management Inc276$11.1K0.01%00.0%Unchanged
American National Bank293$11.8K0.00%−378−56.3%Reduced
Global Wealth Strategies & Associates300$12.1K0.00%00.0%Unchanged
SBI Securities Co., Ltd.307$12.4K0.00%−249−44.8%Reduced
Westfuller Advisors, LLC307$12.4K0.01%+2+0.7%Added
Hilltop National Bank325$13.1K0.00%00.0%Unchanged
Fortitude Family Office, LLC330$13.3K0.00%+188+132.4%Added
Smallwood Wealth Investment Management, LLC334$13.4K0.01%00.0%Unchanged
Trust Co of Toledo NA350$14.1K0.00%00.0%Unchanged
Owl Creek Wealth Partners LLC360$14.5K0.01%+360New
Twin Peaks Wealth Advisors, LLC371$14.9K0.00%+371New
Bank of New Hampshire375$15.1K0.00%00.0%Unchanged
Robbins Farley LLC375$15.1K0.01%00.0%Unchanged
City State Bank380$15.3K0.00%00.0%Unchanged
Golden State Equity Partners394$15.9K0.00%+394New
JFS Wealth Advisors, LLC396$15.9K0.00%−49−11.0%Reduced
Wellington-Altus USA Inc.419$16.1K0.01%+27+6.9%Added
Pinnacle Bancorp, Inc.423$17.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC424$17.1K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC425$17.1K0.00%−33−7.2%Reduced
Larson Financial Group LLC426$17.2K0.00%00.0%Unchanged
Trust Co430$17.3K0.00%+230+115.0%Added
Westside Investment Management, Inc.454$18.6K0.00%00.0%Unchanged
Brown Brothers Harriman & Co468$18.8K0.00%00.0%Unchanged
Darwin Advisors, LLC480$19.4K0.01%+1+0.2%Added