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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
QRG Capital Management, Inc.––––Not filed
Bleakley Financial Group, LLC––––Not filed
Gsa Capital Partners LLP––––Not filed
BFSG, LLC––––Not filed
Key Financial Inc––––Not filed
Securian Asset Management, Inc––––Not filed
Ethic Inc.––––Not filed
Cullen/Frost Bankers, Inc.––––Not filed
Aspire Private Capital, LLC––––Not filed
Ridgewood Investments LLC––––Not filed
Holos Integrated Wealth LLC––––Not filed
Merit Financial Group, LLC––––Not filed
Sanctuary Advisors, LLC––––Not filed
Perigon Wealth Management, LLC––––Not filed
Two Sigma Investments, LP––––Not filed
Summit Financial, LLC––––Not filed
IFM Investors Pty Ltd––––Not filed
Summit Trail Advisors, LLC––––Not filed
Susquehanna Portfolio Strategies, LLC––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Schnieders Capital Management, LLC.––––Not filed
Cullen Capital Management LLC––––Not filed
Lido Advisors, LLC––––Not filed
Penobscot Investment Management Company, Inc.––––Not filed
Kiker Wealth Management, LLC––––Not filed
Fiduciary Trust Co––––Not filed
Blue Bell Private Wealth Management, LLC––––Not filed
HSBC Holdings PLC––––Not filed
Willow Creek Capital Management, Inc.––––Not filed
Chesapeake Capital Corp––––Not filed
Agp Franklin, LLC––––Not filed
Crossmark Global Holdings, Inc.––––Not filed
Federated Hermes, Inc.––––Not filed
Integrated Wealth Concepts LLC––––Not filed
Truist Financial Corp––––Not filed
Costello Asset Management, INC––––Not filed
Eurizon Capital SGR S.p.A.––––Not filed
Haverford Trust Co––––Not filed
DnB Asset Management AS––––Not filed
Everett Harris & Co––––Not filed
Belpointe Asset Management LLC––––Not filed
Smithfield Trust Co––––Not filed
Farther Finance Advisors, LLC––––Not filed
Virtue Capital Management, LLC––––Not filed
Two Sigma Securities, LLC––––Not filed
Prudential Financial Inc––––Not filed
Wealthspire Advisors, LLC––––Not filed
United Capital Financial Advisers, LLC––––Not filed
Versor Investments LP––––Not filed
Loudon Investment Management, LLC––––Not filed
Everence Capital Management Inc––––Not filed
Rockefeller Capital Management L.P.––––Not filed
MAI Capital Management––––Not filed
Holocene Advisors, LP––––Not filed
Blossom Wealth Management––––Not filed
Resurgent Financial Advisors LLC––––Not filed
Aristotle Capital Boston, LLC––––Not filed
AG2R la Mondiale Gestion D'Actifs––––Not filed
Ingalls & Snyder LLC––––Not filed
First Citizens Bank & Trust Co––––Not filed
Jump Financial, LLC––––Not filed
Envestnet Portfolio Solutions, Inc.––––Not filed
Equitable Holdings, Inc.––––Not filed
Nomura Holdings Inc––––Not filed
First Pacific Financial––––Not filed
Red Door Wealth Management, LLC––––Not filed
US Bancorp––––Not filed
Meeder Advisory Services, Inc.––––Not filed
Sivia Capital Partners, LLC––––Not filed
Pullen Investment Management, LLC––––Not filed
Peoples Bank––––Not filed
Alan B. Lancz & Associates, Inc.––––Not filed
Himension Fund––––Not filed
Compass Ion Advisors, LLC––––Not filed
American Century Companies Inc––––Not filed
Mitchell Sinkler & Starr––––Not filed
Whittier Trust Co of Nevada Inc––––Not filed
Skandinaviska Enskilda Banken AB (publ)––––Not filed
SummitTX Capital, L.P.––––Not filed
WealthTrust Axiom LLC––––Not filed
Godshalk Welsh Capital Management, Inc.––––Not filed
Clean Yield Group––––Not filed
Chase Investment Counsel Corp––––Not filed
Readystate Asset Management LP––––Not filed
CIBC Asset Management Inc––––Not filed
SS&H Financial Advisors, Inc.––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed
Quaker Wealth Management, LLC––––Not filed
Independent Advisor Alliance––––Not filed
Coastal Bridge Advisors, LLC––––Not filed
Bernardo Wealth Planning LLC––––Not filed
BKD Wealth Advisors, LLC––––Not filed
Dorsey & Whitney Trust CO LLC––––Not filed
EagleClaw Capital Managment, LLC––––Not filed
TD Waterhouse Canada Inc.––––Not filed
Gateway Investment Advisers LLC––––Not filed
Neo Ivy Capital Management––––Not filed
Atomi Financial Group, Inc.––––Not filed
Great Valley Advisor Group, Inc.––––Not filed
Ashton Thomas Private Wealth, LLC––––Not filed