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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 227,400 | $9.16M | 0.01% | +152,500+203.6% | Added |
| AdvisorNet Financial, Inc | 232,652 | $9.37M | 0.49% | −311−0.1% | Reduced |
| Barclays PLC | 236,384 | $9.52M | 0.00% | −313,024−57.0% | Reduced |
| Cetera Investment Advisers | 249,090 | $10.0M | 0.01% | +7,668+3.2% | Added |
| State Board of Administration of Florida Retirement System | 253,491 | $10.2M | 0.02% | −8,746−3.3% | Reduced |
| Vanguard Asset Management, Ltd | 254,167 | $10.2M | 0.01% | +254,167 | New |
| Deutsche Bank AG | 255,647 | $10.3M | 0.00% | −361,563−58.6% | Reduced |
| Stifel Financial Corp | 258,898 | $10.4M | 0.01% | −4,703−1.8% | Reduced |
| Maryland State Retirement & Pension System | 268,046 | $10.8M | 0.22% | −11,767−4.2% | Reduced |
| Manufacturers Life Insurance Company, The | 274,929 | $11.1M | 0.01% | −65,598−19.3% | Reduced |
| New York State Teachers Retirement System | 287,778 | $11.6M | 0.02% | −8,853−3.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 294,254 | $11.8M | 0.18% | +18,345+6.6% | Added |
| Magellan Asset Management Ltd | 295,754 | $11.9M | 0.15% | +70,474+31.3% | Added |
| Cbre Clarion Securities LLC | 301,609 | $12.1M | 0.18% | −1,670,277−84.7% | Reduced |
| Natixis Advisors, L.P. | 304,119 | $12.2M | 0.02% | +61,705+25.5% | Added |
| Ameriprise Financial Inc | 304,546 | $12.3M | 0.00% | −97,619−24.3% | Reduced |
| Raymond James Financial Inc | 308,978 | $12.4M | 0.00% | +528+0.2% | Added |
| California State Teachers Retirement System | 336,533 | $13.6M | 0.01% | −525,461−61.0% | Reduced |
| LPL Financial LLC | 339,478 | $13.7M | 0.00% | −2,625−0.8% | Reduced |
| Retirement Systems of Alabama | 346,914 | $14.0M | 0.05% | +7,297+2.1% | Added |
| Kintayl Capital LP | 359,033 | $14.5M | 8.90% | −17,062−4.5% | Reduced |
| DekaBank Deutsche Girozentrale | 353,836 | $14.6M | 0.02% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 371,530 | $15.0M | 0.05% | −385,342−50.9% | Reduced |
| Mirova | 392,726 | $15.8M | 0.64% | +392,726 | New |
| Great West Life Assurance Co | 400,986 | $16.2M | 0.03% | −52,582−11.6% | Reduced |
| John G Ullman & Associates Inc | 403,549 | $16.3M | 2.15% | −1,901−0.5% | Reduced |
| Flputnam Investment Management Co | 410,832 | $16.5M | 0.25% | −134,876−24.7% | Reduced |
| New York State Common Retirement Fund | 416,359 | $16.8M | 0.02% | −94,358−18.5% | Reduced |
| Royal Bank of Canada | 420,261 | $16.9M | 0.00% | −16,422−3.8% | Reduced |
| Toronto Dominion Bank | 452,348 | $18.2M | 0.04% | −1,099,186−70.8% | Reduced |
| Energy Income Partners, LLC | 498,350 | $20.1M | 0.32% | +6,856+1.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 503,182 | $20.3M | 0.10% | −56,263−10.1% | Reduced |
| Wellington Management Group LLP | 511,585 | $20.6M | 0.00% | +10,370+2.1% | Added |
| LMR Partners LLP | 541,120 | $21.8M | 0.20% | −18,412−3.3% | Reduced |
| Capitolis Liquid Global Markets LLC | 552,000 | $22.2M | 0.14% | +552,000 | New |
| D. E. Shaw & Co., Inc. | 558,549 | $22.5M | 0.02% | +558,549 | New |
| Swiss National Bank | 560,400 | $22.6M | 0.01% | −186,600−25.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 567,799 | $22.9M | 0.04% | +567,799 | New |
| Gabelli Funds LLC | 587,550 | $23.7M | 0.16% | +2,200+0.4% | Added |
| California Public Employees Retirement System | 608,797 | $24.5M | 0.02% | −157,556−20.6% | Reduced |
| Wells Fargo & Company | 614,980 | $24.8M | 0.00% | −52,566−7.9% | Reduced |
| Kames Capital plc | 622,528 | $25.1M | 0.33% | −179,390−22.4% | Reduced |
| Principal Financial Group Inc | 631,393 | $25.4M | 0.01% | +20,360+3.3% | Added |
| ProShare Advisors LLC | 685,757 | $27.6M | 0.04% | −143,675−17.3% | Reduced |
| Squarepoint Ops LLC | 691,493 | $27.8M | 0.06% | +189,460+37.7% | Added |
| Allianz Asset Management GmbH | 703,570 | $28.3M | 0.03% | −625,793−47.1% | Reduced |
| FMR LLC | 724,972 | $29.2M | 0.00% | +439,282+153.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 748,814 | $30.2M | 0.08% | +748,814 | New |
| Jones Financial Companies LLLP | 766,587 | $30.9M | 0.01% | +308,537+67.4% | Added |
| GW&K Investment Management, LLC | 799,191 | $32.2M | 0.28% | −14,456−1.8% | Reduced |
| Rhumbline Advisers | 829,387 | $33.4M | 0.03% | −28,296−3.3% | Reduced |
| Nuveen, LLC | 855,135 | $34.4M | 0.01% | +295,161+52.7% | Added |
| Alliancebernstein L.P. | 907,990 | $34.8M | 0.01% | +254,594+39.0% | Added |
| Citigroup Inc | 879,718 | $35.4M | 0.02% | −19,423−2.2% | Reduced |
| Gotham Asset Management, LLC | 913,537 | $36.8M | 0.11% | −28,940−3.1% | Reduced |
| UBS Group AG | 1,076,752 | $43.4M | 0.01% | −28,250−2.6% | Reduced |
| UBS Asset Management Americas Inc | 1,084,137 | $43.7M | 0.01% | −1,197,612−52.5% | Reduced |
| AQR Capital Management LLC | 1,157,398 | $46.6M | 0.02% | +126,112+12.2% | Added |
| Epoch Investment Partners, Inc. | 1,189,930 | $47.9M | 0.29% | +53,107+4.7% | Added |
| Magnetar Financial LLC | 1,203,685 | $48.5M | 0.49% | +4,595+0.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,282,008 | $51.6M | 0.03% | +1,201,879+1,499.9% | Added |
| Ensign Peak Advisors, Inc | 1,347,114 | $54.2M | 0.10% | −401,248−22.9% | Reduced |
| Franklin Resources Inc | 1,366,817 | $55.0M | 0.01% | −2,919−0.2% | Reduced |
| Tudor Investment Corp Et Al | 1,385,895 | $55.8M | 0.30% | +1,385,895 | New |
| Bank of America Corp | 1,473,632 | $59.3M | 0.00% | +132,566+9.9% | Added |
| Susquehanna International Group, LLP | 1,488,543 | $59.9M | 0.08% | −1,487,093−50.0% | Reduced |
| Price T Rowe Associates Inc | 1,532,975 | $61.7M | 0.01% | +1,296,496+548.2% | Added |
| Assenagon Asset Management S.A. | 1,744,679 | $70.3M | 0.11% | +1,499,450+611.4% | Added |
| Vanguard Fiduciary Trust Co | 1,760,933 | $70.9M | 0.02% | +1,760,933 | New |
| Empower Advisory Group, LLC | 1,808,639 | $72.8M | 0.19% | +120,105+7.1% | Added |
| First Trust Advisors LP | 1,911,611 | $77.0M | 0.06% | −2,231,098−53.9% | Reduced |
| FIL Ltd | 1,952,782 | $78.6M | 0.06% | +234,115+13.6% | Added |
| Charles Schwab Investment Management Inc | 1,985,831 | $80.0M | 0.01% | +65,878+3.4% | Added |
| Duff & Phelps Investment Management Co | 2,188,784 | $88.1M | 0.92% | +1030.0% | Added |
| JPMorgan Chase & Co | 2,191,979 | $90.0M | 0.01% | −1,546,201−41.4% | Reduced |
| Jane Street Group, LLC | 2,310,349 | $93.0M | 0.10% | −175,344−7.1% | Reduced |
| Nomura Asset Management International Inc. | 2,353,605 | $94.8M | 0.16% | −1,586,400−40.3% | Reduced |
| Boston Trust Walden Corp | 2,481,448 | $99.9M | 0.82% | −77,242−3.0% | Reduced |
| Bank of New York Mellon Corp | 2,523,064 | $101.6M | 0.02% | −224,208−8.2% | Reduced |
| Goldman Sachs Group Inc | 2,839,278 | $114.3M | 0.02% | +1,264,511+80.3% | Added |
| Dimensional Fund Advisors LP | 2,881,490 | $116.0M | 0.02% | +106,252+3.8% | Added |
| Antipodes Partners Ltd | 3,018,815 | $121.6M | 2.34% | −256,100−7.8% | Reduced |
| Balyasny Asset Management LLC | 3,088,625 | $124.4M | 0.24% | +2,970,868+2,522.9% | Added |
| CNH Partners LLC | 3,137,219 | $126.3M | 2.07% | +2,188,335+230.6% | Added |
| Northern Trust Corp | 3,201,847 | $128.9M | 0.02% | −41,800−1.3% | Reduced |
| Morgan Stanley | 3,219,049 | $129.6M | 0.01% | −201,221−5.9% | Reduced |
| Qube Research & Technologies Ltd | 3,278,684 | $132.0M | 0.19% | +3,278,684 | New |
| Legal & General Group Plc | 3,408,848 | $137.3M | 0.03% | −740,215−17.8% | Reduced |
| Pictet Asset Management Holding SA | 3,605,451 | $145.2M | 0.15% | −934,526−20.6% | Reduced |
| Millennium Management LLC | 4,062,482 | $163.6M | 0.12% | +2,807,270+223.6% | Added |
| Invesco Ltd. | 4,269,638 | $171.9M | 0.02% | +306,797+7.7% | Added |
| Amundi | 4,539,553 | $182.8M | 0.05% | −1,796,142−28.3% | Reduced |
| Geode Capital Management, LLC | 5,224,043 | $210.4M | 0.01% | −9,672−0.2% | Reduced |
| Nordea Investment Management AB | 7,486,456 | $301.9M | 0.28% | −139,299−1.8% | Reduced |
| State Street Corp | 12,431,482 | $500.6M | 0.02% | −1,401,693−10.1% | Reduced |
| Vanguard Capital Management LLC | 12,661,679 | $509.9M | 0.01% | +12,661,679 | New |
| Vanguard Portfolio Management LLC | 16,489,351 | $664.0M | 0.03% | +16,489,351 | New |
| BlackRock, Inc. | 31,569,405 | $1.27B | 0.02% | −2,775,514−8.1% | Reduced |
| Aviva PLC | 0 | $0 | 0.00% | −387,540−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −373,159−100.0% | Sold out |