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, Q2 2026
Institutional positions in Essential Utilities, Inc. as of Jun 30, 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
- 702
- +13 vs. Q1 2026
- Shares held
- 223.7M
- +7.38M (+3.4%) vs. Q1 2026
- Total value
- $8.58B
- −$136.9M (−1.6%) vs. Q1 2026
- New holders
- 79
- 258 more added
- Sold out
- 66
- 238 more reduced
9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nuance Investments, LLC | 238,896 | $9.15M | 1.56% | +44,096+22.6% | Added |
| Assenagon Asset Management S.A. | 244,227 | $9.36M | 0.01% | −1,500,452−86.0% | Reduced |
| CIBC Bancorp USA Inc. | 245,699 | $9.41M | 0.01% | +217,874+783.0% | Added |
| State Board of Administration of Florida Retirement System | 246,561 | $9.45M | 0.02% | −6,930−2.7% | Reduced |
| ING Groep NV | 258,000 | $9.88M | 0.05% | +258,000 | New |
| Stifel Financial Corp | 261,289 | $10.0M | 0.01% | +2,391+0.9% | Added |
| Cetera Investment Advisers | 264,413 | $10.1M | 0.01% | +15,323+6.2% | Added |
| D. E. Shaw & Co., Inc. | 272,252 | $10.4M | 0.01% | −286,297−51.3% | Reduced |
| Cbre Clarion Securities LLC | 274,998 | $10.5M | 0.15% | −26,611−8.8% | Reduced |
| New York State Teachers Retirement System | 279,735 | $10.7M | 0.02% | −8,043−2.8% | Reduced |
| Maryland State Retirement & Pension System | 284,005 | $10.9M | 0.19% | +15,959+6.0% | Added |
| Bank of Nova Scotia | 284,606 | $10.9M | 0.02% | +234,016+462.6% | Added |
| Nomura Asset Management Co Ltd | 289,025 | $11.1M | 0.02% | +70,661+32.4% | Added |
| Manufacturers Life Insurance Company, The | 289,905 | $11.1M | 0.01% | +14,976+5.4% | Added |
| Raymond James Financial Inc | 292,042 | $11.2M | 0.00% | −16,936−5.5% | Reduced |
| Retirement Systems of Alabama | 293,357 | $11.2M | 0.03% | −53,557−15.4% | Reduced |
| Virtu Financial LLC | 305,586 | $11.7M | 0.37% | +82,436+36.9% | Added |
| MUFG Securities EMEA plc | 305,721 | $11.7M | 0.12% | +173,721+131.6% | Added |
| Natixis Advisors, L.P. | 311,246 | $11.9M | 0.01% | +7,127+2.3% | Added |
| California State Teachers Retirement System | 312,425 | $12.0M | 0.01% | −24,108−7.2% | Reduced |
| Magellan Asset Management Ltd | 320,787 | $12.3M | 0.27% | +25,033+8.5% | Added |
| Algert Global LLC | 321,500 | $12.3M | 0.15% | +321,500 | New |
| Ameriprise Financial Inc | 322,647 | $12.4M | 0.00% | +18,101+5.9% | Added |
| Trexquant Investment LP | 350,865 | $13.4M | 0.08% | +169,591+93.6% | Added |
| DekaBank Deutsche Girozentrale | 353,836 | $14.3M | 0.02% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 380,232 | $14.6M | 1.77% | −23,317−5.8% | Reduced |
| Royal Bank of Canada | 385,020 | $14.8M | 0.00% | −35,241−8.4% | Reduced |
| New York State Common Retirement Fund | 394,559 | $15.1M | 0.02% | −21,800−5.2% | Reduced |
| Great West Life Assurance Co | 395,336 | $15.1M | 0.02% | −5,650−1.4% | Reduced |
| Mirova | 398,722 | $15.3M | 0.56% | +5,996+1.5% | Added |
| LPL Financial LLC | 405,949 | $15.6M | 0.00% | +66,471+19.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 456,080 | $17.5M | 0.08% | −47,102−9.4% | Reduced |
| Kintayl Capital LP | 462,708 | $17.7M | 8.53% | +103,675+28.9% | Added |
| Flputnam Investment Management Co | 465,697 | $17.8M | 0.21% | +54,865+13.4% | Added |
| Price T Rowe Associates Inc | 489,451 | $18.8M | 0.00% | −1,043,524−68.1% | Reduced |
| Canada Pension Plan Investment Board | 506,900 | $19.4M | 0.01% | +279,500+122.9% | Added |
| Schonfeld Strategic Advisors LLC | 528,483 | $20.2M | 0.11% | +503,900+2,049.8% | Added |
| Swiss National Bank | 540,000 | $20.7M | 0.01% | −20,400−3.6% | Reduced |
| Allianz Asset Management GmbH | 545,007 | $20.9M | 0.02% | −158,563−22.5% | Reduced |
| Capitolis Liquid Global Markets LLC | 552,000 | $21.1M | 0.09% | 00.0% | Unchanged |
| Verition Fund Management LLC | 552,800 | $21.2M | 0.15% | +476,746+626.9% | Added |
| Wells Fargo & Company | 592,104 | $22.7M | 0.00% | −22,876−3.7% | Reduced |
| California Public Employees Retirement System | 595,876 | $22.8M | 0.01% | −12,921−2.1% | Reduced |
| Kames Capital plc | 603,488 | $23.1M | 0.25% | −19,040−3.1% | Reduced |
| Gabelli Funds LLC | 613,050 | $23.5M | 0.15% | +25,500+4.3% | Added |
| Susquehanna International Group, LLP | 633,877 | $24.3M | 0.02% | −854,666−57.4% | Reduced |
| Principal Financial Group Inc | 643,984 | $24.7M | 0.01% | +12,591+2.0% | Added |
| Adage Capital Partners GP, L.L.C. | 661,098 | $25.3M | 0.04% | +93,299+16.4% | Added |
| Nuveen, LLC | 683,783 | $26.2M | 0.01% | −171,352−20.0% | Reduced |
| ProShare Advisors LLC | 707,091 | $27.1M | 0.04% | +21,334+3.1% | Added |
| Jones Financial Companies LLLP | 760,238 | $29.3M | 0.01% | −6,349−0.8% | Reduced |
| GW&K Investment Management, LLC | 788,035 | $30.2M | 0.24% | −11,156−1.4% | Reduced |
| Squarepoint Ops LLC | 810,036 | $31.0M | 0.06% | +118,543+17.1% | Added |
| Rhumbline Advisers | 821,077 | $31.5M | 0.02% | −8,310−1.0% | Reduced |
| Bank of America Corp | 899,973 | $34.5M | 0.00% | −573,659−38.9% | Reduced |
| FMR LLC | 968,932 | $37.1M | 0.00% | +243,960+33.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 980,246 | $37.6M | 0.08% | +231,432+30.9% | Added |
| UBS Asset Management Americas Inc | 1,133,353 | $43.4M | 0.01% | +49,216+4.5% | Added |
| Jane Street Group, LLC | 1,234,270 | $47.3M | 0.03% | −1,076,079−46.6% | Reduced |
| SG Americas Securities, LLC | 1,247,728 | $47.8M | 0.03% | +1,220,825+4,537.9% | Added |
| Magnetar Financial LLC | 1,258,246 | $48.2M | 0.44% | +54,561+4.5% | Added |
| Epoch Investment Partners, Inc. | 1,282,362 | $49.1M | 0.28% | +92,432+7.8% | Added |
| Alliancebernstein L.P. | 1,268,732 | $51.1M | 0.02% | +360,742+39.7% | Added |
| Ensign Peak Advisors, Inc | 1,344,324 | $51.5M | 0.08% | −2,790−0.2% | Reduced |
| Franklin Resources Inc | 1,383,319 | $53.0M | 0.01% | +16,502+1.2% | Added |
| Gotham Asset Management, LLC | 1,443,959 | $55.3M | 0.13% | +530,422+58.1% | Added |
| Citigroup Inc | 1,503,622 | $57.6M | 0.03% | +623,904+70.9% | Added |
| UBS Group AG | 1,525,066 | $58.4M | 0.01% | +448,314+41.6% | Added |
| LMR Partners LLP | 1,628,583 | $62.4M | 0.46% | +1,087,463+201.0% | Added |
| Qube Research & Technologies Ltd | 1,774,130 | $68.0M | 0.08% | −1,504,554−45.9% | Reduced |
| AQR Capital Management LLC | 1,776,094 | $68.0M | 0.02% | +618,696+53.5% | Added |
| Highland Capital Management Fund Advisors, L.P. | 1,780,349 | $68.2M | 4.56% | +1,780,349 | New |
| Vanguard Fiduciary Trust Co | 1,794,358 | $68.7M | 0.02% | +33,425+1.9% | Added |
| Empower Advisory Group, LLC | 1,871,675 | $71.7M | 0.17% | +63,036+3.5% | Added |
| FIL Ltd | 1,950,669 | $74.7M | 0.05% | −2,113−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,992,288 | $76.3M | 0.01% | +6,457+0.3% | Added |
| Duff & Phelps Investment Management Co | 2,054,683 | $78.7M | 0.74% | −134,101−6.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,086,569 | $79.9M | 0.04% | +804,561+62.8% | Added |
| First Trust Advisors LP | 2,092,331 | $80.2M | 0.05% | +180,720+9.5% | Added |
| Nomura Asset Management International Inc. | 2,243,125 | $85.9M | 0.13% | −110,480−4.7% | Reduced |
| Invesco Ltd. | 2,401,088 | $92.0M | 0.01% | −1,868,550−43.8% | Reduced |
| Bank of New York Mellon Corp | 2,413,662 | $92.5M | 0.02% | −109,402−4.3% | Reduced |
| Boston Trust Walden Corp | 2,463,461 | $94.4M | 0.72% | −17,987−0.7% | Reduced |
| Pictet Asset Management Holding SA | 2,524,042 | $96.7M | 0.09% | −1,081,409−30.0% | Reduced |
| JPMorgan Chase & Co | 2,753,727 | $106.3M | 0.01% | +561,748+25.6% | Added |
| Dimensional Fund Advisors LP | 3,006,373 | $115.2M | 0.02% | +124,883+4.3% | Added |
| Balyasny Asset Management LLC | 3,229,542 | $123.7M | 0.23% | +140,917+4.6% | Added |
| Antipodes Partners Ltd | 3,266,286 | $125.1M | 2.29% | +247,471+8.2% | Added |
| Morgan Stanley | 3,276,730 | $125.5M | 0.01% | +57,681+1.8% | Added |
| Northern Trust Corp | 3,299,746 | $126.4M | 0.01% | +97,899+3.1% | Added |
| Goldman Sachs Group Inc | 3,398,595 | $130.2M | 0.01% | +559,317+19.7% | Added |
| Legal & General Group Plc | 3,504,219 | $134.2M | 0.03% | +95,371+2.8% | Added |
| CNH Partners LLC | 3,858,057 | $147.8M | 2.10% | +720,838+23.0% | Added |
| Millennium Management LLC | 4,153,002 | $159.1M | 0.11% | +90,520+2.2% | Added |
| Amundi | 4,333,385 | $166.0M | 0.04% | −206,168−4.5% | Reduced |
| Nordea Investment Management AB | 5,119,221 | $197.0M | 0.16% | −2,367,235−31.6% | Reduced |
| Geode Capital Management, LLC | 5,279,933 | $202.3M | 0.01% | +55,890+1.1% | Added |
| Norges Bank | 6,489,675 | $248.6M | 0.02% | +6,489,675 | New |
| Vanguard Capital Management LLC | 12,782,196 | $489.7M | 0.01% | +120,517+1.0% | Added |
| State Street Corp | 13,119,170 | $502.6M | 0.01% | +687,688+5.5% | Added |