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 |
|---|---|---|---|---|---|
| Chase Investment Counsel Corp | 10,523 | $423.0K | 0.11% | +462+4.6% | Added |
| BKD Wealth Advisors, LLC | 10,453 | $420.9K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 10,429 | $420.0K | 0.00% | −783−7.0% | Reduced |
| Seeds Investor LLC | 10,614 | $418.9K | 0.06% | +740+7.5% | Added |
| Great Valley Advisor Group, Inc. | 10,238 | $412.3K | 0.01% | +31+0.3% | Added |
| TD Waterhouse Canada Inc. | 10,052 | $408.3K | 0.00% | +8,403+509.6% | Added |
| Community Bank, N.A. | 10,083 | $406.0K | 0.05% | −15,385−60.4% | Reduced |
| Institute for Wealth Management, LLC. | 9,972 | $401.6K | 0.04% | −90−0.9% | Reduced |
| Omers Administration Corp | 9,685 | $390.0K | 0.00% | +373+4.0% | Added |
| Sterling Capital Management LLC | 9,583 | $385.9K | 0.01% | −7,043−42.4% | Reduced |
| First Affirmative Financial Network | 9,577 | $385.7K | 0.15% | +9,577 | New |
| Central Trust Co | 9,464 | $381.1K | 0.01% | −1,465−13.4% | Reduced |
| Mendel Money Management | 9,340 | $376.1K | 0.16% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 9,286 | $373.9K | 0.00% | −41−0.4% | Reduced |
| Keybank National Association | 9,159 | $368.8K | 0.00% | −2,772−23.2% | Reduced |
| Modern Wealth Management, LLC | 9,039 | $367.4K | 0.01% | +14+0.2% | Added |
| Glen Eagle Advisors, LLC | 9,107 | $366.8K | 0.05% | −100−1.1% | Reduced |
| EP Wealth Advisors, LLC | 9,016 | $363.1K | 0.00% | +950+11.8% | Added |
| CX Institutional | 8,764 | $353.0K | 0.01% | −100−1.1% | Reduced |
| Continuum Advisory, LLC | 8,723 | $351.3K | 0.03% | +7+0.1% | Added |
| Pallas Capital Advisors LLC | 8,690 | $349.9K | 0.01% | +982+12.7% | Added |
| RIA Advisory Group LLC | 8,595 | $346.1K | 0.08% | −367−4.1% | Reduced |
| Oppenheimer & Co Inc | 8,486 | $341.7K | 0.00% | −17−0.2% | Reduced |
| Financial Services Advisory Inc | 8,370 | $337.1K | 0.16% | +8,370 | New |
| Rowland & Co Investment Counsel | 8,363 | $336.8K | 0.07% | +9+0.1% | Added |
| Signaturefd, LLC | 8,333 | $335.6K | 0.01% | −663−7.4% | Reduced |
| Glenview Trust Co | 8,292 | $333.9K | 0.01% | +18+0.2% | Added |
| North Dakota State Investment Board | 8,199 | $330.2K | 0.01% | −1,575−16.1% | Reduced |
| Commerce Bank | 8,192 | $329.9K | 0.00% | −1,584−16.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,153 | $328.3K | 0.01% | +340+4.4% | Added |
| Apella Capital, LLC | 8,395 | $327.4K | 0.00% | +141+1.7% | Added |
| KBC Group NV | 8,119 | $327.0K | 0.00% | −9,435−53.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,978 | $321.3K | 0.11% | −57−0.7% | Reduced |
| GSG Advisors LLC | 7,809 | $314.4K | 0.08% | +12+0.2% | Added |
| Armstrong Advisory Group, Inc | 7,751 | $312.1K | 0.02% | −173−2.2% | Reduced |
| O'Brien Greene & Co. Inc | 7,714 | $310.6K | 0.09% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,683 | $309.4K | 0.00% | −687−8.2% | Reduced |
| Flagship Capital Management Inc. | 7,595 | $305.9K | 0.22% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 7,572 | $304.9K | 0.07% | +7,572 | New |
| Tompkins Financial Corp | 7,567 | $304.7K | 0.02% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 7,484 | $301.4K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 7,466 | $300.7K | 0.00% | +973+15.0% | Added |
| Cetera Trust Company, N.A | 7,235 | $291.4K | 0.16% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 7,194 | $289.7K | 0.00% | +375+5.5% | Added |
| Johnson Investment Counsel Inc | 7,134 | $287.3K | 0.00% | +7+0.1% | Added |
| RTD Financial Advisors, Inc. | 7,103 | $286.0K | 0.04% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 7,033 | $283.2K | 0.01% | +1,731+32.6% | Added |
| Cozad Asset Management Inc | 7,000 | $281.9K | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 6,954 | $280.0K | 0.00% | +297+4.5% | Added |
| Assetmark, Inc | 6,920 | $278.7K | 0.00% | −393−5.4% | Reduced |
| Providence Wealth Advisors, LLC | 6,835 | $278.4K | 0.18% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,721 | $270.7K | 0.01% | −214−3.1% | Reduced |
| Kennedy Investment Group | 6,715 | $270.4K | 0.11% | +24+0.4% | Added |
| STRS Ohio | 6,708 | $270.1K | 0.00% | −10−0.1% | Reduced |
| Romano Brothers and Company | 6,641 | $267.4K | 0.03% | +711+12.0% | Added |
| PTM Wealth Management, LLC | 6,498 | $265.7K | 0.14% | +55+0.9% | Added |
| S Harris Financial Group, LLC | 6,586 | $265.2K | 0.24% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,530 | $263.0K | 0.01% | +6,530 | New |
| CSS LLC | 6,501 | $261.8K | 0.01% | −6,499−50.0% | Reduced |
| Northstar Asset Management LLC | 6,500 | $261.8K | 0.06% | −250−3.7% | Reduced |
| Ascent Group, LLC | 6,436 | $259.2K | 0.01% | −150−2.3% | Reduced |
| Harbour Investments, Inc. | 6,308 | $254.1K | 0.00% | +3,452+120.9% | Added |
| LaSalle St. Investment Advisors, LLC | 6,253 | $251.8K | 0.04% | +13+0.2% | Added |
| Sigma Planning Corp | 6,251 | $251.7K | 0.01% | +315+5.3% | Added |
| Fulcrum Capital LLC | 6,250 | $251.7K | 0.05% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 6,250 | $251.7K | 0.01% | +6,250 | New |
| Evolve Private Wealth, LLC | 6,194 | $249.4K | 0.01% | +6,194 | New |
| Laird Norton Trust Company, LLC | 6,100 | $245.6K | 0.01% | −663−9.8% | Reduced |
| MML Investors Services, LLC | 6,094 | $245.4K | 0.00% | −825−11.9% | Reduced |
| Intrua Financial, LLC | 6,058 | $243.9K | 0.03% | −573−8.6% | Reduced |
| Syon Capital LLC | 6,015 | $242.2K | 0.01% | +613+11.3% | Added |
| Greenleaf Trust | 6,007 | $241.9K | 0.00% | −1,765−22.7% | Reduced |
| Charter Research & Investment Group, Inc. | 5,930 | $238.8K | 0.16% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,870 | $236.4K | 0.01% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 5,870 | $236.4K | 0.01% | +5+0.1% | Added |
| Tred Avon Family Wealth, LLC | 5,803 | $233.7K | 0.08% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,794 | $233.3K | 0.01% | +5,794 | New |
| MONECO Advisors, LLC | 5,757 | $231.8K | 0.02% | +275+5.0% | Added |
| TD Private Client Wealth LLC | 5,680 | $228.7K | 0.00% | +354+6.6% | Added |
| Sivia Capital Partners, LLC | 5,631 | $226.8K | 0.04% | +5,631 | New |
| Anchor Investment Management, LLC | 5,602 | $225.6K | 0.02% | +35+0.6% | Added |
| Kingswood Wealth Advisors, LLC | 5,585 | $224.9K | 0.01% | −8−0.1% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,578 | $224.6K | 0.00% | +5,578 | New |
| Evergreen Capital Management LLC | 5,572 | $224.4K | 0.00% | −295−5.0% | Reduced |
| W.H. Cornerstone Investments Inc. | 5,571 | $224.3K | 0.14% | +39+0.7% | Added |
| Coldstream Capital Management Inc | 5,543 | $223.2K | 0.00% | +5,543 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,540 | $223.1K | 0.01% | +5,540 | New |
| Chicago Partners Investment Group LLC | 5,649 | $220.1K | 0.00% | +5,649 | New |
| Modera Wealth Management, LLC | 5,416 | $218.1K | 0.00% | −223−4.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,350 | $215.4K | 0.01% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 5,321 | $214.3K | 0.12% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 5,312 | $213.9K | 0.00% | −2,225−29.5% | Reduced |
| Benjamin Edwards Inc | 5,302 | $213.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 5,291 | $213.1K | 0.00% | −29−0.5% | Reduced |
| Krilogy Financial LLC | 5,479 | $212.1K | 0.01% | +5,479 | New |
| Ledgewood Wealth Advisors, LLC | 5,206 | $209.6K | 0.12% | +5,206 | New |
| Univest Financial Corp | 5,179 | $208.6K | 0.01% | +5,179 | New |
| SeaCrest Wealth Management, LLC | 5,159 | $207.7K | 0.02% | +5,159 | New |
| Profund Advisors LLC | 5,148 | $207.3K | 0.01% | −596−10.4% | Reduced |
| Kingsview Wealth Management, LLC | 5,111 | $205.8K | 0.00% | +5,111 | New |