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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 68,480 | $2.76M | 0.08% | +270+0.4% | Added |
| Fifth Third Bancorp | 69,908 | $2.82M | 0.01% | +65,439+1,464.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 70,135 | $2.82M | 0.01% | −48,168−40.7% | Reduced |
| Aurora Investment Counsel | 70,684 | $2.85M | 1.58% | −2,485−3.4% | Reduced |
| Cerity Partners LLC | 71,559 | $2.88M | 0.00% | +17,931+33.4% | Added |
| Envestnet Asset Management Inc | 71,577 | $2.88M | 0.00% | −2,101−2.9% | Reduced |
| Jacobi Capital Management LLC | 72,130 | $2.90M | 0.16% | +655+0.9% | Added |
| Mariner, LLC | 73,207 | $2.95M | 0.00% | +54,195+285.1% | Added |
| Inspire Advisors, LLC | 73,708 | $2.97M | 0.24% | +18,133+32.6% | Added |
| Natixis | 73,836 | $2.97M | 0.01% | −83,153−53.0% | Reduced |
| Point72 Asset Management, L.P. | 74,921 | $3.02M | 0.01% | +74,921 | New |
| Bridgewater Associates, LP | 74,973 | $3.02M | 0.01% | +2,064+2.8% | Added |
| Verition Fund Management LLC | 76,054 | $3.06M | 0.03% | −84,845−52.7% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 76,790 | $3.09M | 1.97% | +39,445+105.6% | Added |
| Occudo Quantitative Strategies LP | 81,263 | $3.10M | 0.17% | +61,121+303.5% | Added |
| Arizona State Retirement System | 77,756 | $3.13M | 0.02% | +743+1.0% | Added |
| State of New Jersey Common Pension Fund D | 78,493 | $3.16M | 0.01% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 79,507 | $3.20M | 0.11% | −18,568−18.9% | Reduced |
| ASR Vermogensbeheer N.V. | 80,705 | $3.25M | 0.04% | +1,849+2.3% | Added |
| Tredje AP-fonden | 80,779 | $3.25M | 0.02% | −36,701−31.2% | Reduced |
| Synergy Financial Management, LLC | 80,881 | $3.26M | 0.35% | +1,057+1.3% | Added |
| Trilogy Capital Inc. | 81,052 | $3.26M | 0.15% | +550+0.7% | Added |
| Public Employees Retirement System of Ohio | 81,627 | $3.29M | 0.01% | −2,783−3.3% | Reduced |
| Louisiana State Employees Retirement System | 82,000 | $3.30M | 0.06% | +3,700+4.7% | Added |
| Intesa Sanpaolo S.p.A. | 82,800 | $3.33M | 0.21% | −34,300−29.3% | Reduced |
| Texas Yale Capital Corp. | 84,138 | $3.39M | 0.10% | 00.0% | Unchanged |
| Cambiar Investors LLC | 84,226 | $3.39M | 0.16% | −20,034−19.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 84,819 | $3.42M | 0.03% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 85,338 | $3.44M | 0.04% | −4,387−4.9% | Reduced |
| Bryn Mawr Trust Co | 85,358 | $3.44M | 0.08% | +22,402+35.6% | Added |
| Voya Investment Management LLC | 88,802 | $3.58M | 0.00% | +62,095+232.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 88,018 | $3.62M | 0.01% | −811−0.9% | Reduced |
| Glenmede Trust Co NA | 90,077 | $3.63M | 0.02% | −715−0.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 90,586 | $3.65M | 0.01% | −4,185−4.4% | Reduced |
| First National Bank & Trust Co of Newtown | 92,939 | $3.74M | 0.81% | −10,321−10.0% | Reduced |
| Agf Management Ltd | 94,562 | $3.81M | 0.02% | +17,870+23.3% | Added |
| Brown Advisory Inc | 94,585 | $3.81M | 0.01% | −2,806−2.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 94,812 | $3.82M | 0.01% | +6,957+7.9% | Added |
| BNP Paribas Arbitrage, SA | 95,309 | $3.84M | 0.00% | −49,729−34.3% | Reduced |
| Vontobel Holding Ltd. | 97,585 | $3.93M | 0.01% | −1,868−1.9% | Reduced |
| HighTower Advisors, LLC | 99,816 | $4.02M | 0.00% | −2,435−2.4% | Reduced |
| Hennessy Advisors Inc | 100,300 | $4.04M | 0.15% | −4,000−3.8% | Reduced |
| Abn Amro Investment Solutions | 101,030 | $4.07M | 0.05% | −27,236−21.2% | Reduced |
| Gateway Investment Advisers LLC | 104,020 | $4.19M | 0.05% | +11,048+11.9% | Added |
| NFJ Investment Group, LLC | 105,602 | $4.25M | 0.16% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 108,443 | $4.37M | 0.05% | −9,323−7.9% | Reduced |
| State of Tennessee, Treasury Department | 108,822 | $4.38M | 0.01% | 00.0% | Unchanged |
| APG Asset Management N.V. | 126,338 | $4.42M | 0.01% | −47,181−27.2% | Reduced |
| First Manhattan Co | 111,819 | $4.50M | 0.01% | −18,187−14.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 113,001 | $4.55M | 0.00% | −43,884−28.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 113,084 | $4.55M | 0.09% | +99,186+713.7% | Added |
| Abc Arbitrage SA | 113,982 | $4.59M | 0.61% | −46,423−28.9% | Reduced |
| HM Payson & Co | 115,183 | $4.64M | 0.07% | −1,425−1.2% | Reduced |
| Vanguard Global Advisers, LLC | 116,864 | $4.71M | 0.00% | +116,864 | New |
| Treasurer of the State of North Carolina | 120,059 | $4.83M | 0.02% | +2,562+2.2% | Added |
| Alps Advisors Inc | 121,702 | $4.90M | 0.02% | −5,894−4.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 121,897 | $4.91M | 0.04% | +1,376+1.1% | Added |
| Coston, McIsaac & Partners | 122,079 | $4.92M | 1.11% | +6,909+6.0% | Added |
| Janus Henderson Group PLC | 125,200 | $5.04M | 0.00% | +111,734+829.7% | Added |
| Amalgamated Bank | 129,000 | $5.20M | 0.04% | +4,215+3.4% | Added |
| Baird Financial Group, Inc. | 129,188 | $5.20M | 0.01% | −4,042−3.0% | Reduced |
| SEI Investments Co | 130,026 | $5.24M | 0.00% | +8,606+7.1% | Added |
| Toth Financial Advisory Corp | 130,320 | $5.25M | 0.58% | −4,344−3.2% | Reduced |
| TD Asset Management Inc | 130,833 | $5.27M | 0.00% | −24,257−15.6% | Reduced |
| MUFG Securities EMEA plc | 132,000 | $5.32M | 0.08% | +132,000 | New |
| Hamilton Point Investment Advisors, LLC | 132,090 | $5.32M | 0.82% | −698−0.5% | Reduced |
| Jefferies Financial Group Inc. | 133,752 | $5.39M | 0.07% | +88,352+194.6% | Added |
| Standard Life Aberdeen plc | 134,900 | $5.43M | 0.01% | −204,333−60.2% | Reduced |
| Bank of Montreal | 136,199 | $5.48M | 0.00% | −2,806−2.0% | Reduced |
| MetLife Investment Management | 139,162 | $5.60M | 0.03% | +933+0.7% | Added |
| Macquarie Group Ltd | 141,941 | $5.72M | 0.03% | −31,155−18.0% | Reduced |
| Wills Financial Group LLC | 152,897 | $5.79M | 2.18% | −4,416−2.8% | Reduced |
| American Century Companies Inc | 144,535 | $5.82M | 0.00% | +17,817+14.1% | Added |
| Guggenheim Capital LLC | 148,581 | $5.98M | 0.05% | +6,569+4.6% | Added |
| South Dakota Investment Council | 150,968 | $6.08M | 0.12% | +63,062+71.7% | Added |
| Woodline Partners LP | 151,351 | $6.09M | 0.02% | +151,351 | New |
| State of Wisconsin Investment Board | 155,020 | $6.24M | 0.01% | +8,590+5.9% | Added |
| Candriam Luxembourg S.C.A. | 155,805 | $6.27M | 0.03% | −162,229−51.0% | Reduced |
| NewSquare Capital LLC | 163,994 | $6.60M | 0.58% | +163,994 | New |
| Janney Montgomery Scott LLC | 165,144 | $6.65M | 0.02% | −1,619−1.0% | Reduced |
| Van Eck Associates Corp | 173,461 | $6.99M | 0.01% | −67,641−28.1% | Reduced |
| Quantinno Capital Management LP | 179,587 | $7.23M | 0.01% | +2,538+1.4% | Added |
| Trexquant Investment LP | 181,274 | $7.30M | 0.05% | +181,274 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 181,286 | $7.30M | 0.04% | +112,950+165.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 181,496 | $7.31M | 0.01% | −205,916−53.2% | Reduced |
| Allworth Financial LP | 182,056 | $7.33M | 0.03% | +501+0.3% | Added |
| The PNC Financial Services Group, Inc. | 187,220 | $7.54M | 0.00% | −485−0.3% | Reduced |
| Storebrand Asset Management AS | 191,095 | $7.70M | 0.02% | −13,820−6.7% | Reduced |
| Nuance Investments, LLC | 194,800 | $7.84M | 1.09% | +68,765+54.6% | Added |
| New York Life Investment Management LLC | 199,939 | $8.05M | 0.07% | +176,954+769.9% | Added |
| Creative Planning | 200,642 | $8.08M | 0.01% | +8,330+4.3% | Added |
| XTX Topco Ltd | 210,168 | $8.46M | 0.15% | +70,284+50.2% | Added |
| Vanguard Investments Australia, Ltd. | 212,065 | $8.54M | 0.02% | +212,065 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 213,511 | $8.60M | 0.77% | +10,408+5.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 215,857 | $8.68M | 0.01% | −111,606−34.1% | Reduced |
| Commonwealth Equity Services, LLC | 216,563 | $8.72M | 0.01% | −2,336−1.1% | Reduced |
| BTG Pactual Asset Management US LLC | 217,672 | $8.77M | 0.85% | +217,672 | New |
| Nomura Asset Management Co Ltd | 218,364 | $8.79M | 0.02% | −177,606−44.9% | Reduced |
| Virtu Financial LLC | 223,150 | $8.99M | 0.37% | +41,639+22.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 223,268 | $8.99M | 0.45% | −27,655−11.0% | Reduced |