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 |
|---|---|---|---|---|---|
| Bernardo Wealth Planning LLC | 10,796 | $434.7K | 0.09% | −307−2.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,809 | $435.3K | 0.02% | +20.0% | Added |
| Bleakley Financial Group, LLC | 10,810 | $435.3K | 0.01% | +343+3.3% | Added |
| CIBC Asset Management Inc | 10,871 | $437.8K | 0.00% | −9,375−46.3% | Reduced |
| Independent Advisor Alliance | 10,889 | $438.5K | 0.00% | +96+0.9% | Added |
| Hantz Financial Services, Inc. | 10,897 | $439.0K | 0.01% | +2,298+26.7% | Added |
| Farmers Trust Co | 10,912 | $439.4K | 0.07% | −827−7.0% | Reduced |
| Coastal Bridge Advisors, LLC | 10,944 | $440.7K | 0.03% | +87+0.8% | Added |
| Quaker Wealth Management, LLC | 10,963 | $441.5K | 0.14% | −301−2.7% | Reduced |
| HBK Sorce Advisory LLC | 11,829 | $443.2K | 0.01% | +3,225+37.5% | Added |
| EagleClaw Capital Managment, LLC | 11,052 | $445.1K | 0.06% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 11,186 | $450.5K | 0.01% | −427−3.7% | Reduced |
| Empowered Funds, LLC | 11,197 | $450.9K | 0.00% | +11,197 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,224 | $452.0K | 0.00% | −519−4.4% | Reduced |
| WealthTrust Axiom LLC | 11,420 | $459.9K | 0.11% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 11,436 | $460.5K | 0.27% | −7,275−38.9% | Reduced |
| Nomura Holdings Inc | 11,624 | $468.1K | 0.00% | −3,274−22.0% | Reduced |
| ELCO Management Co., LLC | 11,743 | $472.9K | 0.23% | +3,573+43.7% | Added |
| Raiffeisen Bank International AG | 11,585 | $475.6K | 0.01% | −25,327−68.6% | Reduced |
| Mitchell Sinkler & Starr | 11,912 | $479.7K | 0.22% | −125−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 12,068 | $486.0K | 0.01% | +3,666+43.6% | Added |
| Korea Investment CORP | 12,119 | $488.0K | 0.00% | −138,929−92.0% | Reduced |
| Quantbot Technologies LP | 12,211 | $491.7K | 0.02% | +12,211 | New |
| Compass Ion Advisors, LLC | 12,257 | $493.6K | 0.05% | +12,257 | New |
| Pullen Investment Management, LLC | 12,381 | $498.6K | 0.25% | +620+5.3% | Added |
| Versor Investments LP | 12,413 | $499.9K | 1.22% | −24,878−66.7% | Reduced |
| Ieq Capital, LLC | 12,469 | $502.1K | 0.00% | +283+2.3% | Added |
| Clean Yield Group | 12,729 | $512.6K | 0.14% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 12,784 | $514.8K | 0.50% | 00.0% | Unchanged |
| Schroder Investment Management Group | 12,903 | $529.7K | 0.00% | +394+3.1% | Added |
| AG2R la Mondiale Gestion D'Actifs | 13,247 | $533.5K | 0.02% | −4,349−24.7% | Reduced |
| Integrated Wealth Concepts LLC | 13,471 | $542.5K | 0.00% | +13,471 | New |
| Red Door Wealth Management, LLC | 13,523 | $544.6K | 0.06% | −14−0.1% | Reduced |
| First Citizens Bank & Trust Co | 13,525 | $544.7K | 0.01% | +259+2.0% | Added |
| Dark Forest Capital Management LP | 13,552 | $545.7K | 0.05% | +13,552 | New |
| Peoples Bank | 13,577 | $546.7K | 0.55% | −226−1.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,631 | $548.9K | 0.00% | +277+2.1% | Added |
| Merit Financial Group, LLC | 13,849 | $557.7K | 0.00% | +5,677+69.5% | Added |
| Machina Capital S.A.S. | 14,019 | $564.5K | 0.11% | +14,019 | New |
| Alpine Woods Capital Investors, LLC | 14,077 | $566.9K | 0.14% | −68,856−83.0% | Reduced |
| Rockefeller Capital Management L.P. | 14,125 | $568.8K | 0.00% | +229+1.6% | Added |
| First Business Financial Services, Inc. | 14,146 | $569.7K | 0.05% | +14,146 | New |
| US Bancorp | 14,186 | $571.3K | 0.00% | −51−0.4% | Reduced |
| Ingalls & Snyder LLC | 14,210 | $572.0K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 14,299 | $575.8K | 0.04% | −233−1.6% | Reduced |
| D.A. Davidson & Co. | 14,328 | $577.0K | 0.00% | −866−5.7% | Reduced |
| Resurgent Financial Advisors LLC | 14,413 | $580.4K | 0.21% | 00.0% | Unchanged |
| Truist Financial Corp | 14,477 | $583.0K | 0.00% | +152+1.1% | Added |
| Equitable Holdings, Inc. | 14,516 | $584.6K | 0.00% | +14,516 | New |
| Holocene Advisors, LP | 14,539 | $585.5K | 0.00% | −109,605−88.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,370 | $587.6K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 14,693 | $591.7K | 0.08% | −247−1.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,713 | $592.5K | 0.02% | +195+1.3% | Added |
| Siemens Fonds Invest GmbH | 14,725 | $593.0K | 0.03% | −3,892−20.9% | Reduced |
| Brevan Howard Capital Management LP | 14,832 | $597.3K | 0.01% | −3,871−20.7% | Reduced |
| Meeder Advisory Services, Inc. | 15,034 | $605.4K | 0.03% | −277−1.8% | Reduced |
| Blossom Wealth Management | 15,069 | $606.8K | 0.90% | −805−5.1% | Reduced |
| Chesapeake Capital Corp | 15,204 | $612.3K | 0.44% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 15,463 | $622.7K | 0.34% | 00.0% | Unchanged |
| Everett Harris & Co | 16,000 | $644.3K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 16,487 | $663.9K | 0.01% | −2,918−15.0% | Reduced |
| Greenland Capital Management LP | 16,610 | $668.9K | 0.13% | −431,757−96.3% | Reduced |
| Everence Capital Management Inc | 16,832 | $678.0K | 0.04% | +862+5.4% | Added |
| Prudential Financial Inc | 16,967 | $683.3K | 0.00% | −1,571−8.5% | Reduced |
| HSBC Holdings PLC | 17,090 | $690.6K | 0.00% | −75,738−81.6% | Reduced |
| Smithfield Trust Co | 17,269 | $696.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 17,346 | $698.6K | 0.03% | +184+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 17,868 | $719.5K | 0.00% | −24,251−57.6% | Reduced |
| Kiker Wealth Management, LLC | 17,945 | $722.6K | 0.35% | +17,945 | New |
| HB Wealth Management, LLC | 18,204 | $733.1K | 0.00% | +3,106+20.6% | Added |
| Crossmark Global Holdings, Inc. | 18,229 | $734.1K | 0.01% | −70−0.4% | Reduced |
| DnB Asset Management AS | 18,562 | $747.5K | 0.00% | −48,618−72.4% | Reduced |
| Skopos Labs, Inc. | 18,564 | $747.6K | 0.02% | +6,960+60.0% | Added |
| Lido Advisors, LLC | 18,640 | $750.6K | 0.00% | −5,272−22.0% | Reduced |
| Summit Trail Advisors, LLC | 18,797 | $757.0K | 0.01% | +6,495+52.8% | Added |
| Farther Finance Advisors, LLC | 18,732 | $761.3K | 0.01% | +2,992+19.0% | Added |
| Costello Asset Management, INC | 18,970 | $763.9K | 0.26% | −84−0.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,975 | $764.1K | 0.06% | 00.0% | Unchanged |
| Aristotle Capital Boston, LLC | 19,240 | $774.5K | 0.05% | −493−2.5% | Reduced |
| Schnieders Capital Management, LLC. | 19,321 | $778.1K | 0.12% | +2,250+13.2% | Added |
| Federated Hermes, Inc. | 19,365 | $779.8K | 0.00% | −50−0.3% | Reduced |
| Virtue Capital Management, LLC | 19,155 | $783.2K | 0.12% | +13,671+249.3% | Added |
| Quadrant Capital Group LLC | 19,457 | $783.5K | 0.02% | −6,753−25.8% | Reduced |
| Haverford Trust Co | 19,514 | $785.8K | 0.01% | −2,577−11.7% | Reduced |
| Fiduciary Trust Co | 19,898 | $801.3K | 0.01% | −66−0.3% | Reduced |
| Koss-Olinger Consulting, LLC | 19,901 | $801.4K | 0.07% | −642−3.1% | Reduced |
| Rothschild Investment LLC | 19,915 | $802.0K | 0.04% | +2,223+12.6% | Added |
| Summit Financial, LLC | 20,027 | $806.5K | 0.01% | +11+0.1% | Added |
| IFM Investors Pty Ltd | 20,049 | $807.4K | 0.01% | −53,437−72.7% | Reduced |
| Aigen Investment Management, LP | 20,239 | $815.0K | 0.21% | +20,239 | New |
| Blue Bell Private Wealth Management, LLC | 20,359 | $819.9K | 0.12% | 00.0% | Unchanged |
| Blair William & Co | 20,477 | $824.6K | 0.00% | +411+2.0% | Added |
| Holos Integrated Wealth LLC | 20,455 | $827.8K | 0.42% | 00.0% | Unchanged |
| CWM Advisors, LLC | 20,673 | $832.5K | 0.05% | +11,714+130.8% | Added |
| Securian Asset Management, Inc | 20,858 | $840.0K | 0.03% | +309+1.5% | Added |
| Aspire Private Capital, LLC | 21,176 | $852.8K | 0.19% | 00.0% | Unchanged |
| Ethic Inc. | 22,513 | $906.6K | 0.01% | +743+3.4% | Added |
| QRG Capital Management, Inc. | 22,871 | $921.0K | 0.01% | +3,030+15.3% | Added |
| Kingdom Financial Group LLC. | 23,137 | $931.7K | 0.27% | −132−0.6% | Reduced |
| Lloyd Advisory Services, LLC. | 23,137 | $931.7K | 0.27% | +23,137 | New |