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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 23,864 | $961.0K | 0.01% | −32,729−57.8% | Reduced |
| Hamrick Investment Counsel, llc | 23,908 | $962.8K | 0.53% | +842+3.7% | Added |
| Wealthcare Advisory Partners LLC | 24,252 | $976.6K | 0.02% | −2,265−8.5% | Reduced |
| United Capital Financial Advisers, LLC | 24,531 | $987.9K | 0.01% | +13,899+130.7% | Added |
| Schonfeld Strategic Advisors LLC | 24,583 | $990.0K | 0.01% | +17,039+225.9% | Added |
| Cullen/Frost Bankers, Inc. | 24,678 | $993.8K | 0.01% | −1,089−4.2% | Reduced |
| Rodgers Brothers Inc. | 24,813 | $999.2K | 0.12% | −1,350−5.2% | Reduced |
| Polar Asset Management Partners Inc. | 25,000 | $1.01M | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 25,209 | $1.02M | 0.18% | +1,407+5.9% | Added |
| Swiss Life Asset Management Ltd | 25,261 | $1.02M | 0.01% | −69,356−73.3% | Reduced |
| PW Nova Financial Services LLC | 25,365 | $1.02M | 0.26% | +1,470+6.2% | Added |
| Perigon Wealth Management, LLC | 25,755 | $1.04M | 0.02% | +768+3.1% | Added |
| Sterling Investment Advisors, Ltd. | 25,908 | $1.04M | 0.19% | −1,000−3.7% | Reduced |
| Blackhill Capital Inc | 26,041 | $1.05M | 0.05% | 00.0% | Unchanged |
| apricus wealth, LLC | 26,262 | $1.06M | 0.52% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 26,545 | $1.07M | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 26,874 | $1.08M | 0.05% | −188−0.7% | Reduced |
| SG Americas Securities, LLC | 26,903 | $1.08M | 0.00% | −26,134−49.3% | Reduced |
| Cullen Capital Management LLC | 26,902 | $1.08M | 0.01% | +1,701+6.7% | Added |
| Lee Financial Co | 27,109 | $1.09M | 0.15% | −112−0.4% | Reduced |
| CIBC Bancorp USA Inc. | 27,825 | $1.12M | 0.00% | +27,825 | New |
| State of Alaska, Department of Revenue | 28,450 | $1.15M | 0.01% | +405+1.4% | Added |
| Vise Technologies, Inc. | 30,966 | $1.19M | 0.02% | 00.0% | Unchanged |
| Addison Capital Co | 29,978 | $1.21M | 0.21% | −645−2.1% | Reduced |
| Moors & Cabot, Inc. | 30,908 | $1.24M | 0.05% | +903+3.0% | Added |
| Pathway Financial Advisers, LLC | 31,449 | $1.27M | 0.36% | −470−1.5% | Reduced |
| Trium Capital LLP | 31,621 | $1.27M | 0.92% | +31,621 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 31,776 | $1.28M | 0.00% | −52,288−62.2% | Reduced |
| Philadelphia Trust Co | 32,464 | $1.31M | 0.09% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 33,602 | $1.35M | 0.00% | −242−0.7% | Reduced |
| Kennedy Capital Management, Inc. | 33,762 | $1.36M | 0.03% | −350−1.0% | Reduced |
| Agp Franklin, LLC | 33,849 | $1.36M | 0.68% | −4,938−12.7% | Reduced |
| Allstate Corp | 34,122 | $1.37M | 0.01% | +15,986+88.1% | Added |
| Spirit of America Management Corp | 34,350 | $1.38M | 0.27% | 00.0% | Unchanged |
| Investors Research Corp | 34,650 | $1.40M | 0.27% | 00.0% | Unchanged |
| Xponance, Inc. | 35,073 | $1.41M | 0.01% | −7,241−17.1% | Reduced |
| Atria Investments LLC | 35,198 | $1.42M | 0.02% | +1,092+3.2% | Added |
| Christine Messmer PC | 35,250 | $1.42M | 0.91% | +2,756+8.5% | Added |
| Pinebridge Investments LLC | 35,295 | $1.42M | 0.01% | +22,976+186.5% | Added |
| Steward Partners Investment Advisory, LLC | 35,402 | $1.43M | 0.01% | −1,208−3.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 35,577 | $1.43M | 0.01% | −1,622−4.4% | Reduced |
| J.W. Cole Advisors, Inc. | 35,736 | $1.44M | 0.05% | −2,651−6.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 35,800 | $1.44M | 0.24% | +28,200+371.1% | Added |
| Neuberger Berman Group LLC | 35,986 | $1.45M | 0.00% | +2,417+7.2% | Added |
| Teacher Retirement System of Texas | 36,696 | $1.48M | 0.01% | +27,423+295.7% | Added |
| GWM Advisors LLC | 36,901 | $1.49M | 0.01% | +1,272+3.6% | Added |
| Pathstone Holdings, LLC | 37,171 | $1.50M | 0.01% | +902+2.5% | Added |
| Clear Harbor Asset Management, LLC | 37,344 | $1.50M | 0.10% | −215−0.6% | Reduced |
| Kestra Advisory Services, LLC | 37,572 | $1.51M | 0.01% | +7,432+24.7% | Added |
| Keebeck Alpha, LP | 37,813 | $1.52M | 4.64% | +11,757+45.1% | Added |
| Prelude Capital Management, LLC | 38,108 | $1.53M | 0.12% | +14,736+63.0% | Added |
| Citadel Advisors LLC | 38,713 | $1.56M | 0.00% | −1,370,447−97.3% | Reduced |
| Captrust Financial Advisors | 39,009 | $1.57M | 0.00% | +8,958+29.8% | Added |
| Sequoia Financial Advisors, LLC | 39,274 | $1.58M | 0.01% | −5,186−11.7% | Reduced |
| Radnor Capital Management, LLC | 40,060 | $1.61M | 0.24% | 00.0% | Unchanged |
| Colony Group, LLC | 40,331 | $1.62M | 0.00% | +8,749+27.7% | Added |
| M&T Bank Corp | 40,829 | $1.64M | 0.01% | −2,788−6.4% | Reduced |
| BLB&B Advisors, LLC | 41,228 | $1.66M | 0.07% | −11,748−22.2% | Reduced |
| JustInvest LLC | 41,368 | $1.67M | 0.02% | −409−1.0% | Reduced |
| Gsa Capital Partners LLP | 41,433 | $1.67M | 0.10% | +41,433 | New |
| CI Private Wealth, LLC | 41,571 | $1.67M | 0.00% | −3,946−8.7% | Reduced |
| CoreCommodity Management, LLC | 42,109 | $1.70M | 0.32% | +42,109 | New |
| Weaver C. Barksdale & Associates, Inc. | 42,466 | $1.71M | 1.63% | +2,405+6.0% | Added |
| Toroso Investments, LLC | 42,522 | $1.71M | 0.01% | +3,083+7.8% | Added |
| Shelton Capital Management | 42,676 | $1.72M | 0.04% | −5,000−10.5% | Reduced |
| Mangrove Partners | 42,999 | $1.73M | 0.14% | +42,999 | New |
| Nisa Investment Advisors, LLC | 43,334 | $1.75M | 0.01% | −7,211−14.3% | Reduced |
| Generali Asset Management SPA SGR | 44,735 | $1.80M | 0.04% | +2,314+5.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 45,000 | $1.81M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 45,031 | $1.81M | 0.00% | −520,598−92.0% | Reduced |
| Utah Retirement Systems | 45,469 | $1.83M | 0.02% | −757−1.6% | Reduced |
| Victory Capital Management Inc | 45,626 | $1.84M | 0.00% | +3,493+8.3% | Added |
| Advisor Group Holdings, Inc. | 45,727 | $1.84M | 0.00% | −7,357−13.9% | Reduced |
| Heartland Advisors Inc | 45,915 | $1.85M | 0.09% | +432+0.9% | Added |
| Marshall Wace, LLP | 46,700 | $1.88M | 0.00% | −18,281−28.1% | Reduced |
| CenterBook Partners LP | 47,362 | $1.91M | 0.10% | +25,859+120.3% | Added |
| Advisors Asset Management, Inc. | 49,261 | $1.98M | 0.03% | −6,358−11.4% | Reduced |
| Bridgewater Advisors Inc. | 54,481 | $2.02M | 0.12% | −123−0.2% | Reduced |
| CWM, LLC | 50,380 | $2.03M | 0.01% | +11,959+31.1% | Added |
| Bank of Nova Scotia | 50,590 | $2.04M | 0.00% | +20,072+65.8% | Added |
| Private Advisor Group, LLC | 52,547 | $2.12M | 0.01% | −13,130−20.0% | Reduced |
| Secure Asset Management, LLC | 53,138 | $2.14M | 0.34% | +2,854+5.7% | Added |
| Benedict Financial Advisors Inc | 53,223 | $2.14M | 0.45% | −2,707−4.8% | Reduced |
| Ostrum Asset Management | 56,607 | $2.28M | 0.13% | −70,908−55.6% | Reduced |
| Oregon Public Employees Retirement Fund | 57,988 | $2.34M | 0.03% | +1,800+3.2% | Added |
| Warren Averett Asset Management, LLC | 58,269 | $2.35M | 0.02% | +863+1.5% | Added |
| Gamco Investors, Inc. Et Al | 59,127 | $2.38M | 0.02% | +640+1.1% | Added |
| New Mexico Educational Retirement Board | 59,400 | $2.39M | 0.07% | +6,000+11.2% | Added |
| KLP Kapitalforvaltning AS | 62,300 | $2.51M | 0.01% | −133,400−68.2% | Reduced |
| Hussman Strategic Advisors, Inc. | 63,000 | $2.54M | 0.55% | +63,000 | New |
| Arcadia Investment Management Corp | 63,175 | $2.54M | 0.44% | −1,500−2.3% | Reduced |
| Econ Financial Services Corp | 63,358 | $2.55M | 1.18% | +63,358 | New |
| Northwestern Mutual Investment Management Company, LLC | 63,395 | $2.55M | 0.04% | +83+0.1% | Added |
| Thrivent Financial for Lutherans | 64,277 | $2.59M | 0.00% | +36+0.1% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 64,308 | $2.59M | 0.03% | −8,120−11.2% | Reduced |
| Mercer Global Advisors Inc | 64,996 | $2.62M | 0.00% | +10,116+18.4% | Added |
| Covea Finance | 65,500 | $2.64M | 0.09% | −43,900−40.1% | Reduced |
| Russell Investments Group, Ltd. | 66,144 | $2.67M | 0.00% | −96,967−59.4% | Reduced |
| Engineers Gate Manager LP | 68,016 | $2.74M | 0.03% | +68,016 | New |
| State of Michigan Retirement System | 68,071 | $2.74M | 0.01% | +1,200+1.8% | Added |