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 |
|---|---|---|---|---|---|
| McGuire Capital Advisors Inc | 493 | $19.9K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 500 | $20.1K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 500 | $20.1K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 501 | $20.2K | 0.02% | +501 | New |
| Leonteq Securities AG | 521 | $21.0K | 0.00% | +7+1.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 525 | $21.2K | 0.01% | +5+1.0% | Added |
| True Wealth Design, LLC | 554 | $22.3K | 0.01% | +4+0.7% | Added |
| Delta Asset Management LLC | 560 | $22.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 561 | $22.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 564 | $22.7K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 600 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 598 | $24.1K | 0.00% | +5+0.8% | Added |
| Palladiem, LLC | 590 | $24.2K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 615 | $24.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 625 | $25.2K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 625 | $25.2K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 632 | $25.5K | 0.00% | −4,863−88.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 650 | $26.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $26.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 666 | $26.8K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 669 | $26.9K | 0.02% | +669 | New |
| Creative Financial Designs Inc | 677 | $27.3K | 0.00% | +5+0.7% | Added |
| South State Corp. | 686 | $27.6K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 690 | $27.8K | 0.00% | +690 | New |
| Golden State Wealth Management, LLC | 700 | $28.2K | 0.00% | +700 | New |
| Princeton Global Asset Management LLC | 705 | $28.4K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 720 | $29.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 732 | $29.5K | 0.00% | −551−42.9% | Reduced |
| Atlantic Union Bankshares Corp | 739 | $29.8K | 0.00% | +6+0.8% | Added |
| Piscataqua Savings Bank | 750 | $30.2K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 771 | $31.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 776 | $31.3K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $32.2K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $32.3K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 826 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 834 | $33.6K | 0.01% | +7+0.8% | Added |
| Kennebec Savings Bank | 848 | $34.1K | 0.03% | −1,215−58.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 873 | $35.2K | 0.00% | −256,712−99.7% | Reduced |
| Ronald Blue Trust, Inc. | 875 | $35.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 876 | $35.3K | 0.00% | +61+7.5% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 879 | $35.4K | 0.16% | +879 | New |
| Sound Income Strategies, LLC | 873 | $35.5K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 900 | $36.2K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 947 | $38.1K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 951 | $38.3K | 0.02% | +951 | New |
| Clearstead Advisors, LLC | 975 | $39.3K | 0.00% | −1,018−51.1% | Reduced |
| Versant Capital Management, Inc | 987 | $39.7K | 0.00% | +20+2.1% | Added |
| Cassaday & Co Wealth Management LLC | 994 | $40.0K | 0.00% | +994 | New |
| Citizens National Bank Trust Department | 1,000 | $40.3K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,030 | $41.5K | 0.00% | +542+111.1% | Added |
| TIAA Wealth Investment Management LLC | 1,052 | $43.0K | 0.00% | +1,052 | New |
| University of Texas/Texas Am Investment Managment Co | 1,090 | $43.9K | 0.01% | +1,090 | New |
| Byrne Asset Management LLC | 1,100 | $44.3K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,125 | $45.3K | 0.02% | 00.0% | Unchanged |
| Vega Investment Solutions | 1,150 | $46.3K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 1,234 | $49.7K | 0.02% | +284+29.9% | Added |
| SRS Capital Advisors, Inc. | 1,246 | $50.2K | 0.00% | −827−39.9% | Reduced |
| Bessemer Group Inc | 1,293 | $52.0K | 0.00% | +38+3.0% | Added |
| Massmutual Trust Co FSB | 1,381 | $55.6K | 0.00% | −168−10.8% | Reduced |
| Truvestments Capital LLC | 1,425 | $57.4K | 0.01% | +10+0.7% | Added |
| CoreCap Advisors, LLC | 1,436 | $57.9K | 0.00% | −9−0.6% | Reduced |
| Asset Dedication, LLC | 1,541 | $62.1K | 0.00% | −136−8.1% | Reduced |
| IFP Advisors, Inc | 1,565 | $63.0K | 0.00% | −854−35.3% | Reduced |
| Smartleaf Asset Management LLC | 1,628 | $66.8K | 0.00% | +115+7.6% | Added |
| Coastline Trust Co | 1,693 | $68.2K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $68.3K | 0.02% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,703 | $68.6K | 0.01% | −421−19.8% | Reduced |
| Mascoma Wealth Management LLC | 1,766 | $71.1K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 1,800 | $72.5K | 0.03% | +1,800 | New |
| Geneos Wealth Management Inc. | 1,866 | $75.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,888 | $76.0K | 0.01% | −317−14.4% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $81.0K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,073 | $83.5K | 0.04% | +18+0.9% | Added |
| Axiom Investment Management LLC | 2,436 | $98.1K | 0.07% | +2,436 | New |
| Crews Bank & Trust | 2,473 | $99.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,673 | $107.6K | 0.01% | +257+10.6% | Added |
| Daiwa Securities Group Inc. | 2,703 | $108.8K | 0.00% | −23,705−89.8% | Reduced |
| Colonial Trust Co | 2,705 | $108.9K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,104 | $125.0K | 0.02% | +5+0.2% | Added |
| Entrust Financial LLC | 3,148 | $126.8K | 0.09% | +12+0.4% | Added |
| Hanson & Doremus Investment Management | 3,142 | $127.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 3,130 | $128.0K | 0.00% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 3,331 | $134.0K | 0.01% | −80,000−96.0% | Reduced |
| Advisory Services Network, LLC | 3,483 | $140.3K | 0.00% | +3,483 | New |
| Parallel Advisors, LLC | 3,802 | $153.1K | 0.00% | +74+2.0% | Added |
| BFSG, LLC | 3,806 | $153.3K | 0.01% | −63−1.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,300 | $173.2K | 0.00% | 00.0% | Unchanged |
| Corient IA LLC | 4,440 | $178.8K | 0.17% | +4,440 | New |
| EverSource Wealth Advisors, LLC | 4,549 | $183.2K | 0.01% | +1,250+37.9% | Added |
| Guinness Asset Management LTD | 4,851 | $195.3K | 0.00% | +1,949+67.2% | Added |
| TCG Advisory Services, LLC | 4,986 | $200.8K | 0.00% | +4,986 | New |
| Procyon Private Wealth Partners, LLC | 4,989 | $200.9K | 0.01% | −3,764−43.0% | Reduced |
| Centaurus Financial, Inc. | 4,989 | $201.0K | 0.01% | +253+5.3% | Added |
| Charter Trust Co | 5,019 | $202.1K | 0.01% | +5,019 | New |
| ExodusPoint Capital Management, LP | 5,040 | $203.0K | 0.00% | +5,040 | New |
| Eastern Bank | 5,062 | $203.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 5,073 | $204.3K | 0.00% | +711+16.3% | Added |
| Midwest Trust Co | 5,081 | $204.6K | 0.00% | +5,081 | New |
| Kingsview Wealth Management, LLC | 5,111 | $205.8K | 0.00% | +5,111 | New |
| Profund Advisors LLC | 5,148 | $207.3K | 0.01% | −596−10.4% | Reduced |