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 |
|---|---|---|---|---|---|
| Midwest Trust Co | 5,081 | $204.6K | 0.00% | +5,081 | New |
| Umb Bank N A | 5,073 | $204.3K | 0.00% | +711+16.3% | Added |
| Eastern Bank | 5,062 | $203.8K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 5,040 | $203.0K | 0.00% | +5,040 | New |
| Charter Trust Co | 5,019 | $202.1K | 0.01% | +5,019 | New |
| Centaurus Financial, Inc. | 4,989 | $201.0K | 0.01% | +253+5.3% | Added |
| Procyon Private Wealth Partners, LLC | 4,989 | $200.9K | 0.01% | −3,764−43.0% | Reduced |
| TCG Advisory Services, LLC | 4,986 | $200.8K | 0.00% | +4,986 | New |
| Guinness Asset Management LTD | 4,851 | $195.3K | 0.00% | +1,949+67.2% | Added |
| EverSource Wealth Advisors, LLC | 4,549 | $183.2K | 0.01% | +1,250+37.9% | Added |
| Corient IA LLC | 4,440 | $178.8K | 0.17% | +4,440 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 4,300 | $173.2K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 3,806 | $153.3K | 0.01% | −63−1.6% | Reduced |
| Parallel Advisors, LLC | 3,802 | $153.1K | 0.00% | +74+2.0% | Added |
| Advisory Services Network, LLC | 3,483 | $140.3K | 0.00% | +3,483 | New |
| Mint Tower Capital Management B.V. | 3,331 | $134.0K | 0.01% | −80,000−96.0% | Reduced |
| Whittier Trust Co | 3,130 | $128.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,142 | $127.0K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 3,148 | $126.8K | 0.09% | +12+0.4% | Added |
| Manchester Capital Management LLC | 3,104 | $125.0K | 0.02% | +5+0.2% | Added |
| Colonial Trust Co | 2,705 | $108.9K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 2,703 | $108.8K | 0.00% | −23,705−89.8% | Reduced |
| Private Trust Co NA | 2,673 | $107.6K | 0.01% | +257+10.6% | Added |
| Crews Bank & Trust | 2,473 | $99.6K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 2,436 | $98.1K | 0.07% | +2,436 | New |
| Tower View Investment Management & Research LLC | 2,073 | $83.5K | 0.04% | +18+0.9% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $81.0K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,888 | $76.0K | 0.01% | −317−14.4% | Reduced |
| Geneos Wealth Management Inc. | 1,866 | $75.1K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 1,800 | $72.5K | 0.03% | +1,800 | New |
| Mascoma Wealth Management LLC | 1,766 | $71.1K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,703 | $68.6K | 0.01% | −421−19.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $68.3K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 1,693 | $68.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,628 | $66.8K | 0.00% | +115+7.6% | Added |
| IFP Advisors, Inc | 1,565 | $63.0K | 0.00% | −854−35.3% | Reduced |
| Asset Dedication, LLC | 1,541 | $62.1K | 0.00% | −136−8.1% | Reduced |
| CoreCap Advisors, LLC | 1,436 | $57.9K | 0.00% | −9−0.6% | Reduced |
| Truvestments Capital LLC | 1,425 | $57.4K | 0.01% | +10+0.7% | Added |
| Massmutual Trust Co FSB | 1,381 | $55.6K | 0.00% | −168−10.8% | Reduced |
| Bessemer Group Inc | 1,293 | $52.0K | 0.00% | +38+3.0% | Added |
| SRS Capital Advisors, Inc. | 1,246 | $50.2K | 0.00% | −827−39.9% | Reduced |
| Essential Partners LLC | 1,234 | $49.7K | 0.02% | +284+29.9% | Added |
| Vega Investment Solutions | 1,150 | $46.3K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,125 | $45.3K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,100 | $44.3K | 0.03% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 1,090 | $43.9K | 0.01% | +1,090 | New |
| TIAA Wealth Investment Management LLC | 1,052 | $43.0K | 0.00% | +1,052 | New |
| Root Financial Partners, LLC | 1,030 | $41.5K | 0.00% | +542+111.1% | Added |
| Citizens National Bank Trust Department | 1,000 | $40.3K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 994 | $40.0K | 0.00% | +994 | New |
| Versant Capital Management, Inc | 987 | $39.7K | 0.00% | +20+2.1% | Added |
| Clearstead Advisors, LLC | 975 | $39.3K | 0.00% | −1,018−51.1% | Reduced |
| MB, Levis & Associates, LLC | 951 | $38.3K | 0.02% | +951 | New |
| Rosenberg Matthew Hamilton | 947 | $38.1K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 900 | $36.2K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 873 | $35.5K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 879 | $35.4K | 0.16% | +879 | New |
| Parkside Financial Bank & Trust | 876 | $35.3K | 0.00% | +61+7.5% | Added |
| Ronald Blue Trust, Inc. | 875 | $35.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 873 | $35.2K | 0.00% | −256,712−99.7% | Reduced |
| Kennebec Savings Bank | 848 | $34.1K | 0.03% | −1,215−58.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 834 | $33.6K | 0.01% | +7+0.8% | Added |
| Capital Advisors, Ltd. LLC | 826 | $33.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 802 | $32.3K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $32.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 776 | $31.3K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 771 | $31.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 750 | $30.2K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 739 | $29.8K | 0.00% | +6+0.8% | Added |
| Quent Capital, LLC | 732 | $29.5K | 0.00% | −551−42.9% | Reduced |
| VSM Wealth Advisory, LLC | 720 | $29.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 705 | $28.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 700 | $28.2K | 0.00% | +700 | New |
| RWM Asset Management, LLC | 690 | $27.8K | 0.00% | +690 | New |
| South State Corp. | 686 | $27.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 677 | $27.3K | 0.00% | +5+0.7% | Added |
| Evolution Wealth Management Inc. | 669 | $26.9K | 0.02% | +669 | New |
| First Command Advisory Services, Inc. | 666 | $26.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 650 | $26.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $26.0K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 632 | $25.5K | 0.00% | −4,863−88.5% | Reduced |
| Colonial Trust Advisors | 625 | $25.2K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 625 | $25.2K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 615 | $24.8K | 0.00% | 00.0% | Unchanged |
| Palladiem, LLC | 590 | $24.2K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 598 | $24.1K | 0.00% | +5+0.8% | Added |
| Valley National Advisers Inc | 600 | $24.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 564 | $22.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 561 | $22.6K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 560 | $22.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 554 | $22.3K | 0.01% | +4+0.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 525 | $21.2K | 0.01% | +5+1.0% | Added |
| Leonteq Securities AG | 521 | $21.0K | 0.00% | +7+1.4% | Added |
| Prosperity Bancshares Inc | 501 | $20.2K | 0.02% | +501 | New |
| Barrett & Company, Inc. | 500 | $20.1K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 500 | $20.1K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 493 | $19.9K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 480 | $19.4K | 0.01% | +1+0.2% | Added |
| Brown Brothers Harriman & Co | 468 | $18.8K | 0.00% | 00.0% | Unchanged |