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 |
|---|---|---|---|---|---|
| SeaCrest Wealth Management, LLC | 5,159 | $207.7K | 0.02% | +5,159 | New |
| Univest Financial Corp | 5,179 | $208.6K | 0.01% | +5,179 | New |
| Ledgewood Wealth Advisors, LLC | 5,206 | $209.6K | 0.12% | +5,206 | New |
| Krilogy Financial LLC | 5,479 | $212.1K | 0.01% | +5,479 | New |
| Huntington National Bank | 5,291 | $213.1K | 0.00% | −29−0.5% | Reduced |
| Benjamin Edwards Inc | 5,302 | $213.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 5,312 | $213.9K | 0.00% | −2,225−29.5% | Reduced |
| Tower Wealth Partners, Inc. | 5,321 | $214.3K | 0.12% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 5,350 | $215.4K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5,416 | $218.1K | 0.00% | −223−4.0% | Reduced |
| Chicago Partners Investment Group LLC | 5,649 | $220.1K | 0.00% | +5,649 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,540 | $223.1K | 0.01% | +5,540 | New |
| Coldstream Capital Management Inc | 5,543 | $223.2K | 0.00% | +5,543 | New |
| W.H. Cornerstone Investments Inc. | 5,571 | $224.3K | 0.14% | +39+0.7% | Added |
| Evergreen Capital Management LLC | 5,572 | $224.4K | 0.00% | −295−5.0% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,578 | $224.6K | 0.00% | +5,578 | New |
| Kingswood Wealth Advisors, LLC | 5,585 | $224.9K | 0.01% | −8−0.1% | Reduced |
| Anchor Investment Management, LLC | 5,602 | $225.6K | 0.02% | +35+0.6% | Added |
| Sivia Capital Partners, LLC | 5,631 | $226.8K | 0.04% | +5,631 | New |
| TD Private Client Wealth LLC | 5,680 | $228.7K | 0.00% | +354+6.6% | Added |
| MONECO Advisors, LLC | 5,757 | $231.8K | 0.02% | +275+5.0% | Added |
| Centiva Capital, LP | 5,794 | $233.3K | 0.01% | +5,794 | New |
| Tred Avon Family Wealth, LLC | 5,803 | $233.7K | 0.08% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 5,870 | $236.4K | 0.01% | +5+0.1% | Added |
| Nations Financial Group Inc, | 5,870 | $236.4K | 0.01% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 5,930 | $238.8K | 0.16% | 00.0% | Unchanged |
| Greenleaf Trust | 6,007 | $241.9K | 0.00% | −1,765−22.7% | Reduced |
| Syon Capital LLC | 6,015 | $242.2K | 0.01% | +613+11.3% | Added |
| Intrua Financial, LLC | 6,058 | $243.9K | 0.03% | −573−8.6% | Reduced |
| MML Investors Services, LLC | 6,094 | $245.4K | 0.00% | −825−11.9% | Reduced |
| Laird Norton Trust Company, LLC | 6,100 | $245.6K | 0.01% | −663−9.8% | Reduced |
| Evolve Private Wealth, LLC | 6,194 | $249.4K | 0.01% | +6,194 | New |
| Nicolet Bankshares Inc | 6,250 | $251.7K | 0.01% | +6,250 | New |
| Fulcrum Capital LLC | 6,250 | $251.7K | 0.05% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,251 | $251.7K | 0.01% | +315+5.3% | Added |
| LaSalle St. Investment Advisors, LLC | 6,253 | $251.8K | 0.04% | +13+0.2% | Added |
| Harbour Investments, Inc. | 6,308 | $254.1K | 0.00% | +3,452+120.9% | Added |
| Ascent Group, LLC | 6,436 | $259.2K | 0.01% | −150−2.3% | Reduced |
| Northstar Asset Management LLC | 6,500 | $261.8K | 0.06% | −250−3.7% | Reduced |
| CSS LLC | 6,501 | $261.8K | 0.01% | −6,499−50.0% | Reduced |
| Brighton Jones LLC | 6,530 | $263.0K | 0.01% | +6,530 | New |
| S Harris Financial Group, LLC | 6,586 | $265.2K | 0.24% | 00.0% | Unchanged |
| PTM Wealth Management, LLC | 6,498 | $265.7K | 0.14% | +55+0.9% | Added |
| Romano Brothers and Company | 6,641 | $267.4K | 0.03% | +711+12.0% | Added |
| STRS Ohio | 6,708 | $270.1K | 0.00% | −10−0.1% | Reduced |
| Kennedy Investment Group | 6,715 | $270.4K | 0.11% | +24+0.4% | Added |
| We Are One Seven, LLC | 6,721 | $270.7K | 0.01% | −214−3.1% | Reduced |
| Providence Wealth Advisors, LLC | 6,835 | $278.4K | 0.18% | 00.0% | Unchanged |
| Assetmark, Inc | 6,920 | $278.7K | 0.00% | −393−5.4% | Reduced |
| Vident Advisory, LLC | 6,954 | $280.0K | 0.00% | +297+4.5% | Added |
| Cozad Asset Management Inc | 7,000 | $281.9K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 7,033 | $283.2K | 0.01% | +1,731+32.6% | Added |
| RTD Financial Advisors, Inc. | 7,103 | $286.0K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,134 | $287.3K | 0.00% | +7+0.1% | Added |
| Advisors Capital Management, LLC | 7,194 | $289.7K | 0.00% | +375+5.5% | Added |
| Cetera Trust Company, N.A | 7,235 | $291.4K | 0.16% | 00.0% | Unchanged |
| MAI Capital Management | 7,466 | $300.7K | 0.00% | +973+15.0% | Added |
| Birch Hill Investment Advisors LLC | 7,484 | $301.4K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 7,567 | $304.7K | 0.02% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 7,572 | $304.9K | 0.07% | +7,572 | New |
| Flagship Capital Management Inc. | 7,595 | $305.9K | 0.22% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,683 | $309.4K | 0.00% | −687−8.2% | Reduced |
| O'Brien Greene & Co. Inc | 7,714 | $310.6K | 0.09% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 7,751 | $312.1K | 0.02% | −173−2.2% | Reduced |
| GSG Advisors LLC | 7,809 | $314.4K | 0.08% | +12+0.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,978 | $321.3K | 0.11% | −57−0.7% | Reduced |
| KBC Group NV | 8,119 | $327.0K | 0.00% | −9,435−53.7% | Reduced |
| Apella Capital, LLC | 8,395 | $327.4K | 0.00% | +141+1.7% | Added |
| Fifth Third Wealth Advisors LLC | 8,153 | $328.3K | 0.01% | +340+4.4% | Added |
| Commerce Bank | 8,192 | $329.9K | 0.00% | −1,584−16.2% | Reduced |
| North Dakota State Investment Board | 8,199 | $330.2K | 0.01% | −1,575−16.1% | Reduced |
| Glenview Trust Co | 8,292 | $333.9K | 0.01% | +18+0.2% | Added |
| Signaturefd, LLC | 8,333 | $335.6K | 0.01% | −663−7.4% | Reduced |
| Rowland & Co Investment Counsel | 8,363 | $336.8K | 0.07% | +9+0.1% | Added |
| Financial Services Advisory Inc | 8,370 | $337.1K | 0.16% | +8,370 | New |
| Oppenheimer & Co Inc | 8,486 | $341.7K | 0.00% | −17−0.2% | Reduced |
| RIA Advisory Group LLC | 8,595 | $346.1K | 0.08% | −367−4.1% | Reduced |
| Pallas Capital Advisors LLC | 8,690 | $349.9K | 0.01% | +982+12.7% | Added |
| Continuum Advisory, LLC | 8,723 | $351.3K | 0.03% | +7+0.1% | Added |
| CX Institutional | 8,764 | $353.0K | 0.01% | −100−1.1% | Reduced |
| EP Wealth Advisors, LLC | 9,016 | $363.1K | 0.00% | +950+11.8% | Added |
| Glen Eagle Advisors, LLC | 9,107 | $366.8K | 0.05% | −100−1.1% | Reduced |
| Modern Wealth Management, LLC | 9,039 | $367.4K | 0.01% | +14+0.2% | Added |
| Keybank National Association | 9,159 | $368.8K | 0.00% | −2,772−23.2% | Reduced |
| Foundations Investment Advisors, LLC | 9,286 | $373.9K | 0.00% | −41−0.4% | Reduced |
| Mendel Money Management | 9,340 | $376.1K | 0.16% | 00.0% | Unchanged |
| Central Trust Co | 9,464 | $381.1K | 0.01% | −1,465−13.4% | Reduced |
| First Affirmative Financial Network | 9,577 | $385.7K | 0.15% | +9,577 | New |
| Sterling Capital Management LLC | 9,583 | $385.9K | 0.01% | −7,043−42.4% | Reduced |
| Omers Administration Corp | 9,685 | $390.0K | 0.00% | +373+4.0% | Added |
| Institute for Wealth Management, LLC. | 9,972 | $401.6K | 0.04% | −90−0.9% | Reduced |
| Community Bank, N.A. | 10,083 | $406.0K | 0.05% | −15,385−60.4% | Reduced |
| TD Waterhouse Canada Inc. | 10,052 | $408.3K | 0.00% | +8,403+509.6% | Added |
| Great Valley Advisor Group, Inc. | 10,238 | $412.3K | 0.01% | +31+0.3% | Added |
| Seeds Investor LLC | 10,614 | $418.9K | 0.06% | +740+7.5% | Added |
| Sanctuary Advisors, LLC | 10,429 | $420.0K | 0.00% | −783−7.0% | Reduced |
| BKD Wealth Advisors, LLC | 10,453 | $420.9K | 0.01% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 10,523 | $423.0K | 0.11% | +462+4.6% | Added |
| GAMMA Investing LLC | 10,521 | $423.7K | 0.02% | −246−2.3% | Reduced |
| Ridgewood Investments LLC | 10,666 | $429.5K | 0.18% | +10,666 | New |