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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
Institute for Wealth Management, LLC.––––Not filed
Univest Financial Corp––––Not filed
Foundations Investment Advisors, LLC––––Not filed
Kathmere Capital Management, LLC––––Not filed
CX Institutional––––Not filed
Buckingham Strategic Partners––––Not filed
Frec Markets, Inc.––––Not filed
HBK Sorce Advisory LLC––––Not filed
Atom Investors LP––––Not filed
Glen Eagle Advisors, LLC––––Not filed
Apella Capital, LLC––––Not filed
Brighton Jones LLC––––Not filed
Krilogy Financial LLC––––Not filed
Eastern Bank––––Not filed
Sterling Capital Management LLC––––Not filed
CenterBook Partners LP––––Not filed
RIA Advisory Group LLC––––Not filed
DRW Securities, LLC––––Not filed
Cozad Asset Management Inc––––Not filed
Central Trust Co––––Not filed
Modern Wealth Management, LLC––––Not filed
NorthCrest Asset Manangement, LLC––––Not filed
Financial Services Advisory Inc––––Not filed
North Dakota State Investment Board––––Not filed
STRS Ohio––––Not filed
Seeds Investor LLC––––Not filed
Glenview Trust Co––––Not filed
Rowland & Co Investment Counsel––––Not filed
KBC Group NV––––Not filed
Commerce Bank––––Not filed
Town & Country Bank & Trust CO dba First Bankers Trust CO––––Not filed
Fifth Third Wealth Advisors LLC––––Not filed
Schroder Investment Management Group––––Not filed
EP Wealth Advisors, LLC––––Not filed
MML Investors Services, LLC––––Not filed
Tompkins Financial Corp––––Not filed
Signaturefd, LLC––––Not filed
Ritholtz Wealth Management––––Not filed
Guinness Asset Management LTD––––Not filed
Mendel Money Management––––Not filed
GSG Advisors LLC––––Not filed
Keybank National Association––––Not filed
RSM US Wealth Management LLC––––Not filed
Armstrong Advisory Group, Inc––––Not filed
O'Brien Greene & Co. Inc––––Not filed
Flagship Capital Management Inc.––––Not filed
Cetera Trust Company, N.A––––Not filed
GAMMA Investing LLC––––Not filed
Birch Hill Investment Advisors LLC––––Not filed
ELCO Management Co., LLC––––Not filed
Polymer Capital Management (US) LLC––––Not filed
Johnson Investment Counsel Inc––––Not filed
RTD Financial Advisors, Inc.––––Not filed
Advisors Capital Management, LLC––––Not filed
PTM Wealth Management, LLC––––Not filed
Assetmark, Inc––––Not filed
Vident Advisory, LLC––––Not filed
Northstar Asset Management LLC––––Not filed
Kennedy Investment Group––––Not filed
Armistice Capital, LLC––––Not filed
Romano Brothers and Company––––Not filed
S Harris Financial Group, LLC––––Not filed
CSS LLC––––Not filed
Savant Capital, LLC––––Not filed
Kingsview Wealth Management, LLC––––Not filed
Providence Wealth Advisors, LLC––––Not filed
Ascent Group, LLC––––Not filed
AlphaGrep UK Ltd––––Not filed
LaSalle St. Investment Advisors, LLC––––Not filed
Nicolet Bankshares Inc––––Not filed
Fulcrum Capital LLC––––Not filed
Sigma Planning Corp––––Not filed
AlphaCore Capital LLC––––Not filed
Harbour Investments, Inc.––––Not filed
Community Bank, N.A.––––Not filed
First Business Financial Services, Inc.––––Not filed
Charter Research & Investment Group, Inc.––––Not filed
Diversified Enterprises, LLC––––Not filed
Nations Financial Group Inc,––––Not filed
Daymark Wealth Partners, LLC––––Not filed
Pallas Capital Advisors LLC––––Not filed
Tred Avon Family Wealth, LLC––––Not filed
Benjamin Edwards Inc––––Not filed
MONECO Advisors, LLC––––Not filed
TD Private Client Wealth LLC––––Not filed
Hennion & Walsh Asset Management, Inc.––––Not filed
Banco Bilbao Vizcaya Argentaria, S.A.––––Not filed
Nelson, Van Denburg & Campbell Wealth Management Group, LLC––––Not filed
IFP Advisors, Inc––––Not filed
Tiaa-Cref Individual & Institutional Services, LLC––––Not filed
Kingswood Wealth Advisors, LLC––––Not filed
J. M. Brown & Associates Inc.––––Not filed
Hantz Financial Services, Inc.––––Not filed
Modera Wealth Management, LLC––––Not filed
49 Wealth Management, LLC––––Not filed
Alongside, LLC––––Not filed
Greenleaf Trust––––Not filed
Lowe Brockenbrough & Co Inc––––Not filed
Bull Harbor Capital LLC––––Not filed
Tower Wealth Partners, Inc.––––Not filed