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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
JFS Wealth Advisors, LLC––––Not filed
City State Bank––––Not filed
Robbins Farley LLC––––Not filed
Bank of New Hampshire––––Not filed
Concord Wealth Partners––––Not filed
Trust Co of Toledo NA––––Not filed
Darwin Advisors, LLC––––Not filed
Smallwood Wealth Investment Management, LLC––––Not filed
Hilltop National Bank––––Not filed
Westfuller Advisors, LLC––––Not filed
Rossby Financial, LCC––––Not filed
American National Bank––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Guinness Atkinson Asset Management Inc––––Not filed
Chilton Capital Management LLC––––Not filed
Farmers & Merchants Investments Inc––––Not filed
Peoples Financial Services Corp.––––Not filed
TIAA Wealth Investment Management LLC––––Not filed
Banque Cantonale Vaudoise––––Not filed
Private Wealth Management Group, LLC––––Not filed
SBI Securities Co., Ltd.––––Not filed
Leonteq Securities AG––––Not filed
Wealth Enhancement Trust Services, Inc.––––Not filed
Covestor Ltd––––Not filed
IMA Wealth, Inc.––––Not filed
CVA Family Office, LLC––––Not filed
Archer Investment Corp––––Not filed
Godsey & Gibb Associates––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
Cedar Mountain Advisors, LLC––––Not filed
Cape Investment Advisory, Inc.––––Not filed
Fortitude Family Office, LLC––––Not filed
Action Point Financial Planning, LLC––––Not filed
Owl Creek Wealth Partners LLC––––Not filed
New England Capital Financial Advisors LLC––––Not filed
Mather Group, LLC.––––Not filed
Country Trust Bank––––Not filed
Copia Wealth Management––––Not filed
JPL Wealth Management, LLC––––Not filed
Caldwell Sutter Capital, Inc.––––Not filed
Retirement Wealth Solutions LLC––––Not filed
SJS Investment Consulting Inc.––––Not filed
SHP Wealth Management––––Not filed
WealthCollab, LLC––––Not filed
Center for Financial Planning, Inc.––––Not filed
Manning & Napier Advisors LLC––––Not filed
Sachetta, LLC––––Not filed
Tradewinds Capital Management, LLC––––Not filed
Cromwell Holdings LLC––––Not filed
Continuum Advisory, LLC––––Not filed
SWAN Capital LLC––––Not filed
Bogart Wealth, LLC––––Not filed
IFG Advisory, LLC––––Not filed
SOA Wealth Advisors, LLC.––––Not filed
Bare Financial Services, Inc––––Not filed
Avion Wealth––––Not filed
Rialto Wealth Management, LLC––––Not filed
Bruce G. Allen Investments, LLC––––Not filed
Comprehensive Financial Planning, Inc.––––Not filed
Synergy Investment Management, LLC––––Not filed
Creative Capital Management Investments LLC––––Not filed
Bell Investment Advisors, Inc––––Not filed
Bay Harbor Wealth Management, LLC––––Not filed
Oakmont Advisory Group, LLC––––Not filed
Osbon Capital Management LLC––––Not filed
DiNuzzo Private Wealth, Inc.––––Not filed
Signature Equity Partners, LLC––––Not filed
Raffa Wealth Management, LLC––––Not filed
Sankala Group LLC––––Not filed
MV Capital Management, Inc.––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
Ogorek Anthony Joseph––––Not filed
Vanguard Advisers Inc––––Not filed
Highland Investment Advisors LLC––––Not filed
HFM Investment Advisors, LLC––––Not filed
Spire Wealth Management––––Not filed
S&T Bank––––Not filed
Buck Wealth Strategies, LLC––––Not filed
Prestige Wealth Management Group LLC––––Not filed
Sittner & Nelson, LLC––––Not filed
LRI Investments, LLC––––Not filed
Principia Wealth Advisory, LLC––––Not filed
Millstone Evans Group, LLC––––Not filed
Godfrey Financial Associates, Inc.––––Not filed
Cornerstone Financial Management LLC––––Not filed
Stone House Investment Management, LLC––––Not filed
Financial Gravity Companies, Inc.––––Not filed
Dunhill Financial, LLC––––Not filed
Hughes Financial Services, LLC––––Not filed
DecisionPoint Financial, LLC––––Not filed
American Capital Advisory, LLC––––Not filed
North Star Investment Management Corp.––––Not filed
Bartlett & Co. Wealth Management LLC––––Not filed
Rakuten Securities, Inc.––––Not filed
Plante Moran Financial Advisors, LLC––––Not filed
Maryland Capital Advisors Inc.––––Not filed
Seneschal Advisors, LLC––––Not filed
3 Factor Indexing, LLC––––Not filed
Meeder Asset Management Inc––––Not filed
Raleigh Capital Management Inc.––––Not filed