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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 218,364 | $8.79M | 0.02% | −177,606−44.9% | Reduced |
| BTG Pactual Asset Management US LLC | 217,672 | $8.77M | 0.85% | +217,672 | New |
| Commonwealth Equity Services, LLC | 216,563 | $8.72M | 0.01% | −2,336−1.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 215,857 | $8.68M | 0.01% | −111,606−34.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 213,511 | $8.60M | 0.77% | +10,408+5.1% | Added |
| Vanguard Investments Australia, Ltd. | 212,065 | $8.54M | 0.02% | +212,065 | New |
| XTX Topco Ltd | 210,168 | $8.46M | 0.15% | +70,284+50.2% | Added |
| Creative Planning | 200,642 | $8.08M | 0.01% | +8,330+4.3% | Added |
| New York Life Investment Management LLC | 199,939 | $8.05M | 0.07% | +176,954+769.9% | Added |
| Nuance Investments, LLC | 194,800 | $7.84M | 1.09% | +68,765+54.6% | Added |
| Storebrand Asset Management AS | 191,095 | $7.70M | 0.02% | −13,820−6.7% | Reduced |
| The PNC Financial Services Group, Inc. | 187,220 | $7.54M | 0.00% | −485−0.3% | Reduced |
| Allworth Financial LP | 182,056 | $7.33M | 0.03% | +501+0.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 181,496 | $7.31M | 0.01% | −205,916−53.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 181,286 | $7.30M | 0.04% | +112,950+165.3% | Added |
| Trexquant Investment LP | 181,274 | $7.30M | 0.05% | +181,274 | New |
| Quantinno Capital Management LP | 179,587 | $7.23M | 0.01% | +2,538+1.4% | Added |
| Van Eck Associates Corp | 173,461 | $6.99M | 0.01% | −67,641−28.1% | Reduced |
| Janney Montgomery Scott LLC | 165,144 | $6.65M | 0.02% | −1,619−1.0% | Reduced |
| NewSquare Capital LLC | 163,994 | $6.60M | 0.58% | +163,994 | New |
| Candriam Luxembourg S.C.A. | 155,805 | $6.27M | 0.03% | −162,229−51.0% | Reduced |
| State of Wisconsin Investment Board | 155,020 | $6.24M | 0.01% | +8,590+5.9% | Added |
| Woodline Partners LP | 151,351 | $6.09M | 0.02% | +151,351 | New |
| South Dakota Investment Council | 150,968 | $6.08M | 0.12% | +63,062+71.7% | Added |
| Guggenheim Capital LLC | 148,581 | $5.98M | 0.05% | +6,569+4.6% | Added |
| American Century Companies Inc | 144,535 | $5.82M | 0.00% | +17,817+14.1% | Added |
| Wills Financial Group LLC | 152,897 | $5.79M | 2.18% | −4,416−2.8% | Reduced |
| Macquarie Group Ltd | 141,941 | $5.72M | 0.03% | −31,155−18.0% | Reduced |
| MetLife Investment Management | 139,162 | $5.60M | 0.03% | +933+0.7% | Added |
| Bank of Montreal | 136,199 | $5.48M | 0.00% | −2,806−2.0% | Reduced |
| Standard Life Aberdeen plc | 134,900 | $5.43M | 0.01% | −204,333−60.2% | Reduced |
| Jefferies Financial Group Inc. | 133,752 | $5.39M | 0.07% | +88,352+194.6% | Added |
| Hamilton Point Investment Advisors, LLC | 132,090 | $5.32M | 0.82% | −698−0.5% | Reduced |
| MUFG Securities EMEA plc | 132,000 | $5.32M | 0.08% | +132,000 | New |
| TD Asset Management Inc | 130,833 | $5.27M | 0.00% | −24,257−15.6% | Reduced |
| Toth Financial Advisory Corp | 130,320 | $5.25M | 0.58% | −4,344−3.2% | Reduced |
| SEI Investments Co | 130,026 | $5.24M | 0.00% | +8,606+7.1% | Added |
| Baird Financial Group, Inc. | 129,188 | $5.20M | 0.01% | −4,042−3.0% | Reduced |
| Amalgamated Bank | 129,000 | $5.20M | 0.04% | +4,215+3.4% | Added |
| Janus Henderson Group PLC | 125,200 | $5.04M | 0.00% | +111,734+829.7% | Added |
| Coston, McIsaac & Partners | 122,079 | $4.92M | 1.11% | +6,909+6.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 121,897 | $4.91M | 0.04% | +1,376+1.1% | Added |
| Alps Advisors Inc | 121,702 | $4.90M | 0.02% | −5,894−4.6% | Reduced |
| Treasurer of the State of North Carolina | 120,059 | $4.83M | 0.02% | +2,562+2.2% | Added |
| Vanguard Global Advisers, LLC | 116,864 | $4.71M | 0.00% | +116,864 | New |
| HM Payson & Co | 115,183 | $4.64M | 0.07% | −1,425−1.2% | Reduced |
| Abc Arbitrage SA | 113,982 | $4.59M | 0.61% | −46,423−28.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 113,084 | $4.55M | 0.09% | +99,186+713.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 113,001 | $4.55M | 0.00% | −43,884−28.0% | Reduced |
| First Manhattan Co | 111,819 | $4.50M | 0.01% | −18,187−14.0% | Reduced |
| APG Asset Management N.V. | 126,338 | $4.42M | 0.01% | −47,181−27.2% | Reduced |
| State of Tennessee, Treasury Department | 108,822 | $4.38M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 108,443 | $4.37M | 0.05% | −9,323−7.9% | Reduced |
| NFJ Investment Group, LLC | 105,602 | $4.25M | 0.16% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 104,020 | $4.19M | 0.05% | +11,048+11.9% | Added |
| Abn Amro Investment Solutions | 101,030 | $4.07M | 0.05% | −27,236−21.2% | Reduced |
| Hennessy Advisors Inc | 100,300 | $4.04M | 0.15% | −4,000−3.8% | Reduced |
| HighTower Advisors, LLC | 99,816 | $4.02M | 0.00% | −2,435−2.4% | Reduced |
| Vontobel Holding Ltd. | 97,585 | $3.93M | 0.01% | −1,868−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 95,309 | $3.84M | 0.00% | −49,729−34.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 94,812 | $3.82M | 0.01% | +6,957+7.9% | Added |
| Brown Advisory Inc | 94,585 | $3.81M | 0.01% | −2,806−2.9% | Reduced |
| Agf Management Ltd | 94,562 | $3.81M | 0.02% | +17,870+23.3% | Added |
| First National Bank & Trust Co of Newtown | 92,939 | $3.74M | 0.81% | −10,321−10.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 90,586 | $3.65M | 0.01% | −4,185−4.4% | Reduced |
| Glenmede Trust Co NA | 90,077 | $3.63M | 0.02% | −715−0.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 88,018 | $3.62M | 0.01% | −811−0.9% | Reduced |
| Voya Investment Management LLC | 88,802 | $3.58M | 0.00% | +62,095+232.5% | Added |
| Bryn Mawr Trust Co | 85,358 | $3.44M | 0.08% | +22,402+35.6% | Added |
| Yousif Capital Management, LLC | 85,338 | $3.44M | 0.04% | −4,387−4.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 84,819 | $3.42M | 0.03% | 00.0% | Unchanged |
| Cambiar Investors LLC | 84,226 | $3.39M | 0.16% | −20,034−19.2% | Reduced |
| Texas Yale Capital Corp. | 84,138 | $3.39M | 0.10% | 00.0% | Unchanged |
| Intesa Sanpaolo S.p.A. | 82,800 | $3.33M | 0.21% | −34,300−29.3% | Reduced |
| Louisiana State Employees Retirement System | 82,000 | $3.30M | 0.06% | +3,700+4.7% | Added |
| Public Employees Retirement System of Ohio | 81,627 | $3.29M | 0.01% | −2,783−3.3% | Reduced |
| Trilogy Capital Inc. | 81,052 | $3.26M | 0.15% | +550+0.7% | Added |
| Synergy Financial Management, LLC | 80,881 | $3.26M | 0.35% | +1,057+1.3% | Added |
| Tredje AP-fonden | 80,779 | $3.25M | 0.02% | −36,701−31.2% | Reduced |
| ASR Vermogensbeheer N.V. | 80,705 | $3.25M | 0.04% | +1,849+2.3% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 79,507 | $3.20M | 0.11% | −18,568−18.9% | Reduced |
| State of New Jersey Common Pension Fund D | 78,493 | $3.16M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 77,756 | $3.13M | 0.02% | +743+1.0% | Added |
| Occudo Quantitative Strategies LP | 81,263 | $3.10M | 0.17% | +61,121+303.5% | Added |
| A. D. Beadell Investment Counsel, Inc. | 76,790 | $3.09M | 1.97% | +39,445+105.6% | Added |
| Verition Fund Management LLC | 76,054 | $3.06M | 0.03% | −84,845−52.7% | Reduced |
| Bridgewater Associates, LP | 74,973 | $3.02M | 0.01% | +2,064+2.8% | Added |
| Point72 Asset Management, L.P. | 74,921 | $3.02M | 0.01% | +74,921 | New |
| Natixis | 73,836 | $2.97M | 0.01% | −83,153−53.0% | Reduced |
| Inspire Advisors, LLC | 73,708 | $2.97M | 0.24% | +18,133+32.6% | Added |
| Mariner, LLC | 73,207 | $2.95M | 0.00% | +54,195+285.1% | Added |
| Jacobi Capital Management LLC | 72,130 | $2.90M | 0.16% | +655+0.9% | Added |
| Envestnet Asset Management Inc | 71,577 | $2.88M | 0.00% | −2,101−2.9% | Reduced |
| Cerity Partners LLC | 71,559 | $2.88M | 0.00% | +17,931+33.4% | Added |
| Aurora Investment Counsel | 70,684 | $2.85M | 1.58% | −2,485−3.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 70,135 | $2.82M | 0.01% | −48,168−40.7% | Reduced |
| Fifth Third Bancorp | 69,908 | $2.82M | 0.01% | +65,439+1,464.3% | Added |
| Ameritas Investment Partners, Inc. | 68,480 | $2.76M | 0.08% | +270+0.4% | Added |
| State of Michigan Retirement System | 68,071 | $2.74M | 0.01% | +1,200+1.8% | Added |
| Engineers Gate Manager LP | 68,016 | $2.74M | 0.03% | +68,016 | New |