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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
4
0 vs. Q2 2026
Shares held
16.3K
+3.27K (+25.1%) vs. Q2 2026
Total value
$638.9K
+$139.3K (+27.9%) vs. Q2 2026
New holders
0
2 more added
Sold out
0
1 more reduced

698 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
Bull Harbor Capital LLC––––Not filed
Tower Wealth Partners, Inc.––––Not filed
Anchor Investment Management, LLC––––Not filed
Profund Advisors LLC––––Not filed
Laird Norton Trust Company, LLC––––Not filed
TCG Advisory Services, LLC––––Not filed
Wedmont Private Capital––––Not filed
Mitsubishi UFJ Asset Management (UK) Ltd.––––Not filed
Centaurus Financial, Inc.––––Not filed
Huntington National Bank––––Not filed
Umb Bank N A––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Clearstead Advisors, LLC––––Not filed
Corient IA LLC––––Not filed
Natixis––––Not filed
Bank Julius Baer & Co. Ltd, Zurich––––Not filed
CoreCap Advisors, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Clear Street Markets LLC––––Not filed
Daiwa Securities Group Inc.––––Not filed
Private Trust Co NA––––Not filed
Mint Tower Capital Management B.V.––––Not filed
Employees Retirement System of Texas––––Not filed
Trust Co of Vermont––––Not filed
Entrust Financial LLC––––Not filed
Whittier Trust Co––––Not filed
Hanson & Doremus Investment Management––––Not filed
Manchester Capital Management LLC––––Not filed
Colonial Trust Co––––Not filed
Crews Bank & Trust––––Not filed
Axiom Investment Management LLC––––Not filed
Parallel Advisors, LLC––––Not filed
First National Bank––––Not filed
Tower View Investment Management & Research LLC––––Not filed
Alpine Bank Wealth Management––––Not filed
Nykredit A/S––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
Geneos Wealth Management Inc.––––Not filed
Southern Michigan Bank & Trust––––Not filed
Mascoma Wealth Management LLC––––Not filed
Jackson, Grant Investment Advisers, Inc.––––Not filed
Smartleaf Asset Management LLC––––Not filed
Asset Dedication, LLC––––Not filed
Atlantic Trust, LLC––––Not filed
Parkside Financial Bank & Trust––––Not filed
Truvestments Capital LLC––––Not filed
Byrne Asset Management LLC––––Not filed
Orion Capital Management LLC––––Not filed
Massmutual Trust Co FSB––––Not filed
Capital Advisors, Ltd. LLC––––Not filed
University of Texas/Texas Am Investment Managment Co––––Not filed
Bessemer Group Inc––––Not filed
Trust Co––––Not filed
Creative Financial Designs Inc––––Not filed
Caitong International Asset Management Co., Ltd––––Not filed
Citizens National Bank Trust Department––––Not filed
Cassaday & Co Wealth Management LLC––––Not filed
MB, Levis & Associates, LLC––––Not filed
Rosenberg Matthew Hamilton––––Not filed
Quent Capital, LLC––––Not filed
Chelsea Counsel Co––––Not filed
VSM Wealth Advisory, LLC––––Not filed
Essential Partners LLC––––Not filed
Virginia Estate & Retirement Planning Advisors Inc.––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
Kennebec Savings Bank––––Not filed
Ritter Daniher Financial Advisory LLC––––Not filed
NBT Bank N A––––Not filed
Golden State Wealth Management, LLC––––Not filed
First Community Trust NA––––Not filed
Asset Planning,Inc––––Not filed
Quarry LP––––Not filed
Piscataqua Savings Bank––––Not filed
Zions Bancorporation, National Association––––Not filed
Atlantic Union Bankshares Corp––––Not filed
Princeton Global Asset Management LLC––––Not filed
South State Corp.––––Not filed
Ronald Blue Trust, Inc.––––Not filed
Hazlett, Burt & Watson, Inc.––––Not filed
First Command Advisory Services, Inc.––––Not filed
First PREMIER Bank––––Not filed
Mirae Asset Global Investments Co., Ltd.––––Not filed
Colonial Trust Advisors––––Not filed
Bangor Savings Bank––––Not filed
Valley National Advisers Inc––––Not filed
DT Investment Partners, LLC––––Not filed
HHM Wealth Advisors, LLC––––Not filed
Delta Asset Management LLC––––Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.––––Not filed
UMA Financial Services, Inc.––––Not filed
True Wealth Design, LLC––––Not filed
Barrett & Company, Inc.––––Not filed
McGuire Capital Advisors Inc––––Not filed
Larson Financial Group LLC––––Not filed
Brown Brothers Harriman & Co––––Not filed
Westside Investment Management, Inc.––––Not filed
Simplex Trading, LLC––––Not filed
Wellington-Altus USA Inc.––––Not filed
Provenance Wealth Advisors, LLC––––Not filed
Pinnacle Bancorp, Inc.––––Not filed