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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 22,871 | $921.0K | 0.01% | +3,030+15.3% | Added |
| Ethic Inc. | 22,513 | $906.6K | 0.01% | +743+3.4% | Added |
| Aspire Private Capital, LLC | 21,176 | $852.8K | 0.19% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 20,858 | $840.0K | 0.03% | +309+1.5% | Added |
| CWM Advisors, LLC | 20,673 | $832.5K | 0.05% | +11,714+130.8% | Added |
| Holos Integrated Wealth LLC | 20,455 | $827.8K | 0.42% | 00.0% | Unchanged |
| Blair William & Co | 20,477 | $824.6K | 0.00% | +411+2.0% | Added |
| Blue Bell Private Wealth Management, LLC | 20,359 | $819.9K | 0.12% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 20,239 | $815.0K | 0.21% | +20,239 | New |
| IFM Investors Pty Ltd | 20,049 | $807.4K | 0.01% | −53,437−72.7% | Reduced |
| Summit Financial, LLC | 20,027 | $806.5K | 0.01% | +11+0.1% | Added |
| Rothschild Investment LLC | 19,915 | $802.0K | 0.04% | +2,223+12.6% | Added |
| Koss-Olinger Consulting, LLC | 19,901 | $801.4K | 0.07% | −642−3.1% | Reduced |
| Fiduciary Trust Co | 19,898 | $801.3K | 0.01% | −66−0.3% | Reduced |
| Haverford Trust Co | 19,514 | $785.8K | 0.01% | −2,577−11.7% | Reduced |
| Quadrant Capital Group LLC | 19,457 | $783.5K | 0.02% | −6,753−25.8% | Reduced |
| Virtue Capital Management, LLC | 19,155 | $783.2K | 0.12% | +13,671+249.3% | Added |
| Federated Hermes, Inc. | 19,365 | $779.8K | 0.00% | −50−0.3% | Reduced |
| Schnieders Capital Management, LLC. | 19,321 | $778.1K | 0.12% | +2,250+13.2% | Added |
| Aristotle Capital Boston, LLC | 19,240 | $774.5K | 0.05% | −493−2.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,975 | $764.1K | 0.06% | 00.0% | Unchanged |
| Costello Asset Management, INC | 18,970 | $763.9K | 0.26% | −84−0.4% | Reduced |
| Farther Finance Advisors, LLC | 18,732 | $761.3K | 0.01% | +2,992+19.0% | Added |
| Summit Trail Advisors, LLC | 18,797 | $757.0K | 0.01% | +6,495+52.8% | Added |
| Lido Advisors, LLC | 18,640 | $750.6K | 0.00% | −5,272−22.0% | Reduced |
| Skopos Labs, Inc. | 18,564 | $747.6K | 0.02% | +6,960+60.0% | Added |
| DnB Asset Management AS | 18,562 | $747.5K | 0.00% | −48,618−72.4% | Reduced |
| Crossmark Global Holdings, Inc. | 18,229 | $734.1K | 0.01% | −70−0.4% | Reduced |
| HB Wealth Management, LLC | 18,204 | $733.1K | 0.00% | +3,106+20.6% | Added |
| Kiker Wealth Management, LLC | 17,945 | $722.6K | 0.35% | +17,945 | New |
| Northwestern Mutual Wealth Management Co | 17,868 | $719.5K | 0.00% | −24,251−57.6% | Reduced |
| Belpointe Asset Management LLC | 17,346 | $698.6K | 0.03% | +184+1.1% | Added |
| Smithfield Trust Co | 17,269 | $696.0K | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 17,090 | $690.6K | 0.00% | −75,738−81.6% | Reduced |
| Prudential Financial Inc | 16,967 | $683.3K | 0.00% | −1,571−8.5% | Reduced |
| Everence Capital Management Inc | 16,832 | $678.0K | 0.04% | +862+5.4% | Added |
| Greenland Capital Management LP | 16,610 | $668.9K | 0.13% | −431,757−96.3% | Reduced |
| Wealthspire Advisors, LLC | 16,487 | $663.9K | 0.01% | −2,918−15.0% | Reduced |
| Everett Harris & Co | 16,000 | $644.3K | 0.01% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 15,463 | $622.7K | 0.34% | 00.0% | Unchanged |
| Chesapeake Capital Corp | 15,204 | $612.3K | 0.44% | 00.0% | Unchanged |
| Blossom Wealth Management | 15,069 | $606.8K | 0.90% | −805−5.1% | Reduced |
| Meeder Advisory Services, Inc. | 15,034 | $605.4K | 0.03% | −277−1.8% | Reduced |
| Brevan Howard Capital Management LP | 14,832 | $597.3K | 0.01% | −3,871−20.7% | Reduced |
| Siemens Fonds Invest GmbH | 14,725 | $593.0K | 0.03% | −3,892−20.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,713 | $592.5K | 0.02% | +195+1.3% | Added |
| First Pacific Financial | 14,693 | $591.7K | 0.08% | −247−1.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,370 | $587.6K | 0.01% | 00.0% | Unchanged |
| Holocene Advisors, LP | 14,539 | $585.5K | 0.00% | −109,605−88.3% | Reduced |
| Equitable Holdings, Inc. | 14,516 | $584.6K | 0.00% | +14,516 | New |
| Truist Financial Corp | 14,477 | $583.0K | 0.00% | +152+1.1% | Added |
| Resurgent Financial Advisors LLC | 14,413 | $580.4K | 0.21% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 14,328 | $577.0K | 0.00% | −866−5.7% | Reduced |
| Kathmere Capital Management, LLC | 14,299 | $575.8K | 0.04% | −233−1.6% | Reduced |
| Ingalls & Snyder LLC | 14,210 | $572.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 14,186 | $571.3K | 0.00% | −51−0.4% | Reduced |
| First Business Financial Services, Inc. | 14,146 | $569.7K | 0.05% | +14,146 | New |
| Rockefeller Capital Management L.P. | 14,125 | $568.8K | 0.00% | +229+1.6% | Added |
| Alpine Woods Capital Investors, LLC | 14,077 | $566.9K | 0.14% | −68,856−83.0% | Reduced |
| Machina Capital S.A.S. | 14,019 | $564.5K | 0.11% | +14,019 | New |
| Merit Financial Group, LLC | 13,849 | $557.7K | 0.00% | +5,677+69.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,631 | $548.9K | 0.00% | +277+2.1% | Added |
| Peoples Bank | 13,577 | $546.7K | 0.55% | −226−1.6% | Reduced |
| Dark Forest Capital Management LP | 13,552 | $545.7K | 0.05% | +13,552 | New |
| First Citizens Bank & Trust Co | 13,525 | $544.7K | 0.01% | +259+2.0% | Added |
| Red Door Wealth Management, LLC | 13,523 | $544.6K | 0.06% | −14−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 13,471 | $542.5K | 0.00% | +13,471 | New |
| AG2R la Mondiale Gestion D'Actifs | 13,247 | $533.5K | 0.02% | −4,349−24.7% | Reduced |
| Schroder Investment Management Group | 12,903 | $529.7K | 0.00% | +394+3.1% | Added |
| Alan B. Lancz & Associates, Inc. | 12,784 | $514.8K | 0.50% | 00.0% | Unchanged |
| Clean Yield Group | 12,729 | $512.6K | 0.14% | 00.0% | Unchanged |
| Ieq Capital, LLC | 12,469 | $502.1K | 0.00% | +283+2.3% | Added |
| Versor Investments LP | 12,413 | $499.9K | 1.22% | −24,878−66.7% | Reduced |
| Pullen Investment Management, LLC | 12,381 | $498.6K | 0.25% | +620+5.3% | Added |
| Compass Ion Advisors, LLC | 12,257 | $493.6K | 0.05% | +12,257 | New |
| Quantbot Technologies LP | 12,211 | $491.7K | 0.02% | +12,211 | New |
| Korea Investment CORP | 12,119 | $488.0K | 0.00% | −138,929−92.0% | Reduced |
| Tower Research Capital LLC (TRC) | 12,068 | $486.0K | 0.01% | +3,666+43.6% | Added |
| Mitchell Sinkler & Starr | 11,912 | $479.7K | 0.22% | −125−1.0% | Reduced |
| Raiffeisen Bank International AG | 11,585 | $475.6K | 0.01% | −25,327−68.6% | Reduced |
| ELCO Management Co., LLC | 11,743 | $472.9K | 0.23% | +3,573+43.7% | Added |
| Nomura Holdings Inc | 11,624 | $468.1K | 0.00% | −3,274−22.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 11,436 | $460.5K | 0.27% | −7,275−38.9% | Reduced |
| WealthTrust Axiom LLC | 11,420 | $459.9K | 0.11% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,224 | $452.0K | 0.00% | −519−4.4% | Reduced |
| Empowered Funds, LLC | 11,197 | $450.9K | 0.00% | +11,197 | New |
| Atomi Financial Group, Inc. | 11,186 | $450.5K | 0.01% | −427−3.7% | Reduced |
| EagleClaw Capital Managment, LLC | 11,052 | $445.1K | 0.06% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 11,829 | $443.2K | 0.01% | +3,225+37.5% | Added |
| Quaker Wealth Management, LLC | 10,963 | $441.5K | 0.14% | −301−2.7% | Reduced |
| Coastal Bridge Advisors, LLC | 10,944 | $440.7K | 0.03% | +87+0.8% | Added |
| Farmers Trust Co | 10,912 | $439.4K | 0.07% | −827−7.0% | Reduced |
| Hantz Financial Services, Inc. | 10,897 | $439.0K | 0.01% | +2,298+26.7% | Added |
| Independent Advisor Alliance | 10,889 | $438.5K | 0.00% | +96+0.9% | Added |
| CIBC Asset Management Inc | 10,871 | $437.8K | 0.00% | −9,375−46.3% | Reduced |
| Bleakley Financial Group, LLC | 10,810 | $435.3K | 0.01% | +343+3.3% | Added |
| Dorsey & Whitney Trust CO LLC | 10,809 | $435.3K | 0.02% | +20.0% | Added |
| Bernardo Wealth Planning LLC | 10,796 | $434.7K | 0.09% | −307−2.8% | Reduced |
| Ridgewood Investments LLC | 10,666 | $429.5K | 0.18% | +10,666 | New |
| GAMMA Investing LLC | 10,521 | $423.7K | 0.02% | −246−2.3% | Reduced |