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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 66,144 | $2.67M | 0.00% | −96,967−59.4% | Reduced |
| Covea Finance | 65,500 | $2.64M | 0.09% | −43,900−40.1% | Reduced |
| Mercer Global Advisors Inc | 64,996 | $2.62M | 0.00% | +10,116+18.4% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 64,308 | $2.59M | 0.03% | −8,120−11.2% | Reduced |
| Thrivent Financial for Lutherans | 64,277 | $2.59M | 0.00% | +36+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 63,395 | $2.55M | 0.04% | +83+0.1% | Added |
| Econ Financial Services Corp | 63,358 | $2.55M | 1.18% | +63,358 | New |
| Arcadia Investment Management Corp | 63,175 | $2.54M | 0.44% | −1,500−2.3% | Reduced |
| Hussman Strategic Advisors, Inc. | 63,000 | $2.54M | 0.55% | +63,000 | New |
| KLP Kapitalforvaltning AS | 62,300 | $2.51M | 0.01% | −133,400−68.2% | Reduced |
| New Mexico Educational Retirement Board | 59,400 | $2.39M | 0.07% | +6,000+11.2% | Added |
| Gamco Investors, Inc. Et Al | 59,127 | $2.38M | 0.02% | +640+1.1% | Added |
| Warren Averett Asset Management, LLC | 58,269 | $2.35M | 0.02% | +863+1.5% | Added |
| Oregon Public Employees Retirement Fund | 57,988 | $2.34M | 0.03% | +1,800+3.2% | Added |
| Ostrum Asset Management | 56,607 | $2.28M | 0.13% | −70,908−55.6% | Reduced |
| Benedict Financial Advisors Inc | 53,223 | $2.14M | 0.45% | −2,707−4.8% | Reduced |
| Secure Asset Management, LLC | 53,138 | $2.14M | 0.34% | +2,854+5.7% | Added |
| Private Advisor Group, LLC | 52,547 | $2.12M | 0.01% | −13,130−20.0% | Reduced |
| Bank of Nova Scotia | 50,590 | $2.04M | 0.00% | +20,072+65.8% | Added |
| CWM, LLC | 50,380 | $2.03M | 0.01% | +11,959+31.1% | Added |
| Bridgewater Advisors Inc. | 54,481 | $2.02M | 0.12% | −123−0.2% | Reduced |
| Advisors Asset Management, Inc. | 49,261 | $1.98M | 0.03% | −6,358−11.4% | Reduced |
| CenterBook Partners LP | 47,362 | $1.91M | 0.10% | +25,859+120.3% | Added |
| Marshall Wace, LLP | 46,700 | $1.88M | 0.00% | −18,281−28.1% | Reduced |
| Heartland Advisors Inc | 45,915 | $1.85M | 0.09% | +432+0.9% | Added |
| Advisor Group Holdings, Inc. | 45,727 | $1.84M | 0.00% | −7,357−13.9% | Reduced |
| Victory Capital Management Inc | 45,626 | $1.84M | 0.00% | +3,493+8.3% | Added |
| Utah Retirement Systems | 45,469 | $1.83M | 0.02% | −757−1.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 45,031 | $1.81M | 0.00% | −520,598−92.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 45,000 | $1.81M | 0.01% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 44,735 | $1.80M | 0.04% | +2,314+5.5% | Added |
| Nisa Investment Advisors, LLC | 43,334 | $1.75M | 0.01% | −7,211−14.3% | Reduced |
| Mangrove Partners | 42,999 | $1.73M | 0.14% | +42,999 | New |
| Shelton Capital Management | 42,676 | $1.72M | 0.04% | −5,000−10.5% | Reduced |
| Toroso Investments, LLC | 42,522 | $1.71M | 0.01% | +3,083+7.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 42,466 | $1.71M | 1.63% | +2,405+6.0% | Added |
| CoreCommodity Management, LLC | 42,109 | $1.70M | 0.32% | +42,109 | New |
| CI Private Wealth, LLC | 41,571 | $1.67M | 0.00% | −3,946−8.7% | Reduced |
| Gsa Capital Partners LLP | 41,433 | $1.67M | 0.10% | +41,433 | New |
| JustInvest LLC | 41,368 | $1.67M | 0.02% | −409−1.0% | Reduced |
| BLB&B Advisors, LLC | 41,228 | $1.66M | 0.07% | −11,748−22.2% | Reduced |
| M&T Bank Corp | 40,829 | $1.64M | 0.01% | −2,788−6.4% | Reduced |
| Colony Group, LLC | 40,331 | $1.62M | 0.00% | +8,749+27.7% | Added |
| Radnor Capital Management, LLC | 40,060 | $1.61M | 0.24% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 39,274 | $1.58M | 0.01% | −5,186−11.7% | Reduced |
| Captrust Financial Advisors | 39,009 | $1.57M | 0.00% | +8,958+29.8% | Added |
| Citadel Advisors LLC | 38,713 | $1.56M | 0.00% | −1,370,447−97.3% | Reduced |
| Prelude Capital Management, LLC | 38,108 | $1.53M | 0.12% | +14,736+63.0% | Added |
| Keebeck Alpha, LP | 37,813 | $1.52M | 4.64% | +11,757+45.1% | Added |
| Kestra Advisory Services, LLC | 37,572 | $1.51M | 0.01% | +7,432+24.7% | Added |
| Clear Harbor Asset Management, LLC | 37,344 | $1.50M | 0.10% | −215−0.6% | Reduced |
| Pathstone Holdings, LLC | 37,171 | $1.50M | 0.01% | +902+2.5% | Added |
| GWM Advisors LLC | 36,901 | $1.49M | 0.01% | +1,272+3.6% | Added |
| Teacher Retirement System of Texas | 36,696 | $1.48M | 0.01% | +27,423+295.7% | Added |
| Neuberger Berman Group LLC | 35,986 | $1.45M | 0.00% | +2,417+7.2% | Added |
| Catalyst Funds Management Pty Ltd | 35,800 | $1.44M | 0.24% | +28,200+371.1% | Added |
| J.W. Cole Advisors, Inc. | 35,736 | $1.44M | 0.05% | −2,651−6.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 35,577 | $1.43M | 0.01% | −1,622−4.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 35,402 | $1.43M | 0.01% | −1,208−3.3% | Reduced |
| Pinebridge Investments LLC | 35,295 | $1.42M | 0.01% | +22,976+186.5% | Added |
| Christine Messmer PC | 35,250 | $1.42M | 0.91% | +2,756+8.5% | Added |
| Atria Investments LLC | 35,198 | $1.42M | 0.02% | +1,092+3.2% | Added |
| Xponance, Inc. | 35,073 | $1.41M | 0.01% | −7,241−17.1% | Reduced |
| Investors Research Corp | 34,650 | $1.40M | 0.27% | 00.0% | Unchanged |
| Spirit of America Management Corp | 34,350 | $1.38M | 0.27% | 00.0% | Unchanged |
| Allstate Corp | 34,122 | $1.37M | 0.01% | +15,986+88.1% | Added |
| Agp Franklin, LLC | 33,849 | $1.36M | 0.68% | −4,938−12.7% | Reduced |
| Kennedy Capital Management, Inc. | 33,762 | $1.36M | 0.03% | −350−1.0% | Reduced |
| Pacer Advisors, Inc. | 33,602 | $1.35M | 0.00% | −242−0.7% | Reduced |
| Philadelphia Trust Co | 32,464 | $1.31M | 0.09% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 31,776 | $1.28M | 0.00% | −52,288−62.2% | Reduced |
| Trium Capital LLP | 31,621 | $1.27M | 0.92% | +31,621 | New |
| Pathway Financial Advisers, LLC | 31,449 | $1.27M | 0.36% | −470−1.5% | Reduced |
| Moors & Cabot, Inc. | 30,908 | $1.24M | 0.05% | +903+3.0% | Added |
| Addison Capital Co | 29,978 | $1.21M | 0.21% | −645−2.1% | Reduced |
| Vise Technologies, Inc. | 30,966 | $1.19M | 0.02% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 28,450 | $1.15M | 0.01% | +405+1.4% | Added |
| CIBC Bancorp USA Inc. | 27,825 | $1.12M | 0.00% | +27,825 | New |
| Lee Financial Co | 27,109 | $1.09M | 0.15% | −112−0.4% | Reduced |
| Cullen Capital Management LLC | 26,902 | $1.08M | 0.01% | +1,701+6.7% | Added |
| SG Americas Securities, LLC | 26,903 | $1.08M | 0.00% | −26,134−49.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 26,874 | $1.08M | 0.05% | −188−0.7% | Reduced |
| Public Employees Retirement Association of Colorado | 26,545 | $1.07M | 0.00% | 00.0% | Unchanged |
| apricus wealth, LLC | 26,262 | $1.06M | 0.52% | 00.0% | Unchanged |
| Blackhill Capital Inc | 26,041 | $1.05M | 0.05% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 25,908 | $1.04M | 0.19% | −1,000−3.7% | Reduced |
| Perigon Wealth Management, LLC | 25,755 | $1.04M | 0.02% | +768+3.1% | Added |
| PW Nova Financial Services LLC | 25,365 | $1.02M | 0.26% | +1,470+6.2% | Added |
| Swiss Life Asset Management Ltd | 25,261 | $1.02M | 0.01% | −69,356−73.3% | Reduced |
| Key Financial Inc | 25,209 | $1.02M | 0.18% | +1,407+5.9% | Added |
| Polar Asset Management Partners Inc. | 25,000 | $1.01M | 0.02% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 24,813 | $999.2K | 0.12% | −1,350−5.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 24,678 | $993.8K | 0.01% | −1,089−4.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 24,583 | $990.0K | 0.01% | +17,039+225.9% | Added |
| United Capital Financial Advisers, LLC | 24,531 | $987.9K | 0.01% | +13,899+130.7% | Added |
| Wealthcare Advisory Partners LLC | 24,252 | $976.6K | 0.02% | −2,265−8.5% | Reduced |
| Hamrick Investment Counsel, llc | 23,908 | $962.8K | 0.53% | +842+3.7% | Added |
| Exchange Traded Concepts, LLC | 23,864 | $961.0K | 0.01% | −32,729−57.8% | Reduced |
| Kingdom Financial Group LLC. | 23,137 | $931.7K | 0.27% | −132−0.6% | Reduced |
| Lloyd Advisory Services, LLC. | 23,137 | $931.7K | 0.27% | +23,137 | New |