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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.

Institutional holdersQ1 2026: 698 institutions
Q1 2021: 598 institutionsQ2 2021: 589 institutionsQ3 2021: 597 institutionsQ4 2021: 648 institutionsQ1 2022: 642 institutionsQ2 2022: 636 institutionsQ3 2022: 637 institutionsQ4 2022: 657 institutionsQ1 2023: 650 institutionsQ2 2023: 626 institutionsQ3 2023: 584 institutionsQ4 2023: 623 institutionsQ1 2024: 592 institutionsQ2 2024: 601 institutionsQ3 2024: 629 institutionsQ4 2024: 622 institutionsQ1 2025: 677 institutionsQ2 2025: 683 institutionsQ3 2025: 679 institutionsQ4 2025: 695 institutionsQ1 2026: 698 institutionsQ2 2026: 702 institutions
Value heldQ1 2026: $8.72B
Q1 2021: $7.74BQ2 2021: $7.96BQ3 2021: $7.96BQ4 2021: $9.44BQ1 2022: $9.19BQ2 2022: $8.55BQ3 2022: $7.82BQ4 2022: $9.21BQ1 2023: $8.33BQ2 2023: $7.63BQ3 2023: $6.85BQ4 2023: $7.63BQ1 2024: $7.90BQ2 2024: $8.01BQ3 2024: $8.09BQ4 2024: $7.90BQ1 2025: $8.79BQ2 2025: $8.20BQ3 2025: $9.07BQ4 2025: $8.66BQ1 2026: $8.72BQ2 2026: $8.58B
Institutions holding WTRG and their total value by quarter
QuarterHoldersValue
Q2 2026702$8.58B
Q1 2026698$8.72B
Q4 2025695$8.66B
Q3 2025679$9.07B
Q2 2025683$8.20B
Q1 2025677$8.79B
Q4 2024622$7.90B
Q3 2024629$8.09B
Q2 2024601$8.01B
Q1 2024592$7.90B
Q4 2023623$7.63B
Q3 2023584$6.85B
Q2 2023626$7.63B
Q1 2023650$8.33B
Q4 2022657$9.21B
Q3 2022637$7.82B
Q2 2022636$8.55B
Q1 2022642$9.19B
Q4 2021648$9.44B
Q3 2021597$7.96B
Q2 2021589$7.96B
Q1 2021598$7.74B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q4 2025.

Institutions holding WTRG in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Deprince Race & Zollo Inc0$00.00%−231,228−100.0%Sold out
Mitsubishi UFJ Trust & Banking Corp0$00.00%−112,287−100.0%Sold out
Asset Management One Co.,Ltd.0$00.00%−102,722−100.0%Sold out
Danske Bank A/S0$00.00%−103,209−100.0%Sold out
Mn Services Vermogensbeheer B.V.0$00.00%−98,275−100.0%Sold out
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.0$00.00%−92,461−100.0%Sold out
Resona Asset Management Co.,Ltd.0$00.00%−86,439−100.0%Sold out
Lansforsakringar Fondforvaltning AB (publ)0$00.00%−83,188−100.0%Sold out
Prudential PLC0$00.00%−79,077−100.0%Sold out
Kempen Capital Management N.V.0$00.00%−59,550−100.0%Sold out
British Columbia Investment Management Corp0$00.00%−49,668−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−46,008−100.0%Sold out
Water Island Capital LLC0$00.00%−36,646−100.0%Sold out
Capital Innovations LLC0$00.00%−36,596−100.0%Sold out
Nissay Asset Management Corp0$00.00%−35,842−100.0%Sold out
Northwest & Ethical Investments L.P.0$00.00%−34,524−100.0%Sold out
OP Asset Management Ltd0$00.00%−34,203−100.0%Sold out
Credit Agricole S A0$00.00%−29,952−100.0%Sold out
Commerzbank Aktiengesellschaft0$00.00%−27,263−100.0%Sold out
Sumitomo Mitsui DS Asset Management Company, Ltd0$00.00%−26,161−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−24,791−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−21,068−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−19,645−100.0%Sold out
Investment Management Corp of Ontario0$00.00%−19,055−100.0%Sold out
AMF Pensionsforsakring AB0$00.00%−18,594−100.0%Sold out
Dakota Wealth Management0$00.00%−17,848−100.0%Sold out
NorthStar Asset Management LLC0$00.00%−17,117−100.0%Sold out
Harvest Management LLC0$00.00%−17,000−100.0%Sold out
B. Metzler seel. Sohn & Co. AG0$00.00%−15,556−100.0%Sold out
Oakmont Investment Advisors, Inc.0$00.00%−14,916−100.0%Sold out
Intech Investment Management LLC0$00.00%−14,224−100.0%Sold out
Whalen Wealth Management Inc.0$00.00%−13,385−100.0%Sold out
Metis Global Partners, LLC0$00.00%−13,289−100.0%Sold out
Jump Financial, LLC0$00.00%−13,027−100.0%Sold out
Tokio Marine Asset Management Co Ltd0$00.00%−12,661−100.0%Sold out
denkapparat Operations GmbH0$00.00%−12,528−100.0%Sold out
Vinva Investment Management Ltd0$00.00%−12,457−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−12,342−100.0%Sold out
Rakuten Investment Management, Inc.0$00.00%−11,881−100.0%Sold out
Royal London Asset Management Ltd0$00.00%−11,785−100.0%Sold out
Gulf International Bank (UK) Ltd0$00.00%−10,690−100.0%Sold out
AE Wealth Management LLC0$00.00%−10,598−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−10,566−100.0%Sold out
Vestcor Inc0$00.00%−9,259−100.0%Sold out
Osmosis Investment Management UK Ltd0$00.00%−8,313−100.0%Sold out
Gryphon Financial Partners LLC0$00.00%−7,253−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−7,250−100.0%Sold out
Wesbanco Bank Inc0$00.00%−6,171−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−6,059−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−5,904−100.0%Sold out
Catalyst Financial Partners LLC0$00.00%−5,222−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−1,935−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−1,320−100.0%Sold out
DV Trading LLC0$00.00%−1,000−100.0%Sold out
Fideuram Asset Management (Ireland) dac0$00.00%−777−100.0%Sold out
Blume Capital Management, Inc.0$00.00%−700−100.0%Sold out
GoalVest Advisory LLC0$00.00%−659−100.0%Sold out
Strategic Investment Solutions, Inc.0$00.00%−625−100.0%Sold out
Webster Bank, N. A.0$00.00%−580−100.0%Sold out
Concord Wealth Partners0$00.00%−365−100.0%Sold out
T. Rowe Price Investment Management, Inc.0$00.00%−280−100.0%Sold out
ZRC Wealth Management, LLC0$00.00%−243−100.0%Sold out
Anfield Capital Management, LLC0$00.00%−240−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−174−100.0%Sold out
Garton & Associates Financial Advisors LLC0$00.00%−90−100.0%Sold out
Thompson Investment Management, Inc.0$00.00%−81−100.0%Sold out
Zimmer Partners, LP0$00.00%−80−100.0%Sold out
Elyxium Wealth, LLC0$00.00%−76−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−63−100.0%Sold out
Ossiam0$00.00%−54−100.0%Sold out
Ulland Investment Advisors, LLC0$00.00%−30−100.0%Sold out
Turning Point Benefit Group, Inc.0$00.00%−9−100.0%Sold out
Vanguard Group Inc––––Not filed
Norges Bank––––Not filed
Capitolis Liquid Global Markets LLC––––Not filed
Comerica Bank––––Not filed
Forsta Ap-Fonden––––Not filed
CIBC Private Wealth Group, LLC––––Not filed
SS&H Financial Advisors, Inc.––––Not filed
CIBC World Markets Corp––––Not filed
MidWestOne Financial Group, Inc.––––Not filed
Global Retirement Partners, LLC––––Not filed
Trust Co of Vermont––––Not filed
Motiv8 Investments LLC––––Not filed
New Millennium Group LLC––––Not filed
ORG Partners LLC––––Not filed