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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, Q3 2026

Institutional positions in Essential Utilities, Inc. as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
1
0 vs. Q2 2026
Shares held
1.34K
−353 (−20.9%) vs. Q2 2026
Total value
$52.5K
−$12.3K (−19.0%) vs. Q2 2026
New holders
0
0 more added
Sold out
0
1 more reduced

701 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders
Q1 2021: 598 institutionsQ2 2021: 589 institutionsQ3 2021: 597 institutionsQ4 2021: 648 institutionsQ1 2022: 642 institutionsQ2 2022: 636 institutionsQ3 2022: 637 institutionsQ4 2022: 657 institutionsQ1 2023: 650 institutionsQ2 2023: 626 institutionsQ3 2023: 584 institutionsQ4 2023: 623 institutionsQ1 2024: 592 institutionsQ2 2024: 601 institutionsQ3 2024: 629 institutionsQ4 2024: 622 institutionsQ1 2025: 677 institutionsQ2 2025: 683 institutionsQ3 2025: 679 institutionsQ4 2025: 695 institutionsQ1 2026: 698 institutionsQ2 2026: 702 institutions
Value held
Q1 2021: $7.74BQ2 2021: $7.96BQ3 2021: $7.96BQ4 2021: $9.44BQ1 2022: $9.19BQ2 2022: $8.55BQ3 2022: $7.82BQ4 2022: $9.21BQ1 2023: $8.33BQ2 2023: $7.63BQ3 2023: $6.85BQ4 2023: $7.63BQ1 2024: $7.90BQ2 2024: $8.01BQ3 2024: $8.09BQ4 2024: $7.90BQ1 2025: $8.79BQ2 2025: $8.20BQ3 2025: $9.07BQ4 2025: $8.66BQ1 2026: $8.72BQ2 2026: $8.58B
Institutions holding WTRG and their total value by quarter
QuarterHoldersValue
Q2 2026702$8.58B
Q1 2026698$8.72B
Q4 2025695$8.66B
Q3 2025679$9.07B
Q2 2025683$8.20B
Q1 2025677$8.79B
Q4 2024622$7.90B
Q3 2024629$8.09B
Q2 2024601$8.01B
Q1 2024592$7.90B
Q4 2023623$7.63B
Q3 2023584$6.85B
Q2 2023626$7.63B
Q1 2023650$8.33B
Q4 2022657$9.21B
Q3 2022637$7.82B
Q2 2022636$8.55B
Q1 2022642$9.19B
Q4 2021648$9.44B
Q3 2021597$7.96B
Q2 2021589$7.96B
Q1 2021598$7.74B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q2 2026.

Institutions holding WTRG in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Glenmede Trust Co NA––––Not filed
Aurora Investment Counsel––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Russell Investments Group, Ltd.––––Not filed
State of Michigan Retirement System––––Not filed
Synergy Financial Management, LLC––––Not filed
Energy Income Partners, LLC––––Not filed
Citadel Advisors LLC––––Not filed
Northwestern Mutual Investment Management Company, LLC––––Not filed
Thrivent Financial for Lutherans––––Not filed
Fifth Third Bancorp––––Not filed
Kennedy Capital Management, Inc.––––Not filed
Gamco Investors, Inc. Et Al––––Not filed
Warren Averett Asset Management, LLC––––Not filed
New Mexico Educational Retirement Board––––Not filed
Oregon Public Employees Retirement Fund––––Not filed
Secure Asset Management, LLC––––Not filed
Jain Global LLC––––Not filed
Prelude Capital Management, LLC––––Not filed
Bridgewater Advisors Inc.––––Not filed
Pathstone Holdings, LLC––––Not filed
Machina Capital S.A.S.––––Not filed
Benedict Financial Advisors Inc––––Not filed
Sumitomo Mitsui Trust Holdings, Inc.––––Not filed
Intesa Sanpaolo S.p.A.––––Not filed
Advisors Asset Management, Inc.––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Nisa Investment Advisors, LLC––––Not filed
Victory Capital Management Inc––––Not filed
Heartland Advisors Inc––––Not filed
Ilmarinen Mutual Pension Insurance Co––––Not filed
Toroso Investments, LLC––––Not filed
Captrust Financial Advisors––––Not filed
ExodusPoint Capital Management, LP––––Not filed
Trium Capital LLP––––Not filed
Mangrove Partners––––Not filed
Utah Retirement Systems––––Not filed
Shelton Capital Management––––Not filed
Weaver C. Barksdale & Associates, Inc.––––Not filed
Colony Group, LLC––––Not filed
Greenwood Capital Associates LLC––––Not filed
Radnor Capital Management, LLC––––Not filed
Sequoia Financial Advisors, LLC––––Not filed
Generali Asset Management SPA SGR––––Not filed
JustInvest LLC––––Not filed
GWM Advisors LLC––––Not filed
Keebeck Alpha, LP––––Not filed
Private Advisor Group, LLC––––Not filed
Capital Innovations LLC––––Not filed
J.W. Cole Advisors, Inc.––––Not filed
M&T Bank Corp––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Quadrant Capital Group LLC––––Not filed
Clear Harbor Asset Management, LLC––––Not filed
Xponance, Inc.––––Not filed
Allstate Corp––––Not filed
Christine Messmer PC––––Not filed
Spirit of America Management Corp––––Not filed
Investors Research Corp––––Not filed
New York Life Investment Management LLC––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Philadelphia Trust Co––––Not filed
CI Private Wealth, LLC––––Not filed
Pacer Advisors, Inc.––––Not filed
Teacher Retirement System of Texas––––Not filed
Kestra Advisory Services, LLC––––Not filed
Neuberger Berman Group LLC––––Not filed
D.A. Davidson & Co.––––Not filed
CWM Advisors, LLC––––Not filed
Moors & Cabot, Inc.––––Not filed
Pathway Financial Advisers, LLC––––Not filed
Nine Masts Capital Ltd––––Not filed
BLB&B Advisors, LLC––––Not filed
Rothschild Investment LLC––––Not filed
HB Wealth Management, LLC––––Not filed
Vise Technologies, Inc.––––Not filed
Mirae Asset Global ETFs Holdings Ltd.––––Not filed
State of Alaska, Department of Revenue––––Not filed
Blair William & Co––––Not filed
Axxcess Wealth Management, LLC––––Not filed
Addison Capital Co––––Not filed
Lee Financial Co––––Not filed
Brevan Howard Capital Management LP––––Not filed
Voya Investment Management LLC––––Not filed
Pine Valley Investments Ltd Liability Co––––Not filed
O'Shaughnessy Asset Management, LLC––––Not filed
Atria Investments LLC––––Not filed
Sterling Investment Advisors, Ltd.––––Not filed
Public Employees Retirement Association of Colorado––––Not filed
Exchange Traded Concepts, LLC––––Not filed
Swiss Life Asset Management Ltd––––Not filed
apricus wealth, LLC––––Not filed
Blackhill Capital Inc––––Not filed
Engineers Gate Manager LP––––Not filed
PW Nova Financial Services LLC––––Not filed
Rodgers Brothers Inc.––––Not filed
Kingdom Financial Group LLC.––––Not filed
Wealthcare Advisory Partners LLC––––Not filed
Hamrick Investment Counsel, llc––––Not filed
Gabelli & Co Investment Advisers, Inc.––––Not filed