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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, Q2 2026

Institutional positions in Essential Utilities, Inc. as of Jun 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

Institutional holders
702
+13 vs. Q1 2026
Shares held
223.7M
+7.38M (+3.4%) vs. Q1 2026
Total value
$8.58B
−$136.9M (−1.6%) vs. Q1 2026
New holders
79
258 more added
Sold out
66
238 more reduced

9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 702 institutions
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 heldQ2 2026: $8.58B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2026.

Institutions holding WTRG in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Winthrop Capital Management, LLC7$00.00%00.0%Unchanged
Navigoe, LLC5$00.00%+5New
Meeder Asset Management Inc1$380.00%00.0%Unchanged
Raleigh Capital Management Inc.1$380.00%00.0%Unchanged
Seneschal Advisors, LLC2$770.00%00.0%Unchanged
3 Factor Indexing, LLC2$770.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC2$770.00%+2New
Maryland Capital Advisors Inc.2$770.00%+2New
Rakuten Securities, Inc.3$1150.00%−11−78.6%Reduced
Bartlett & Co. Wealth Management LLC4$1530.00%−38−90.5%Reduced
North Star Investment Management Corp.4$1530.00%00.0%Unchanged
American Capital Advisory, LLC4$1540.00%−4−50.0%Reduced
DecisionPoint Financial, LLC5$1910.00%+5New
Hughes Financial Services, LLC5$1920.00%+2+66.7%Added
Dunhill Financial, LLC6$2450.00%00.0%Unchanged
Financial Gravity Companies, Inc.10$3830.00%+10New
Stone House Investment Management, LLC12$4600.00%00.0%Unchanged
Planning Strategies Inc.12$4600.00%+12New
Godfrey Financial Associates, Inc.13$4980.00%00.0%Unchanged
Cornerstone Financial Management LLC13$4980.00%+13New
LRI Investments, LLC14$5360.00%−228−94.2%Reduced
Principia Wealth Advisory, LLC14$5360.00%−14−50.0%Reduced
Millstone Evans Group, LLC14$5360.00%00.0%Unchanged
Sittner & Nelson, LLC14$5370.00%+14New
Prestige Wealth Management Group LLC15$5750.00%+9+150.0%Added
S&T Bank17$6510.00%+17New
Buck Wealth Strategies, LLC17$6510.00%+17New
Spire Wealth Management20$7660.00%00.0%Unchanged
HFM Investment Advisors, LLC22$8430.00%+10+83.3%Added
Highland Investment Advisors LLC23$8800.00%+23New
Vanguard Advisers Inc23$8810.00%+23New
Ogorek Anthony Joseph33$1.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.27$1.03K0.00%+7+35.0%Added
MV Capital Management, Inc.27$1.03K0.00%+6+28.6%Added
Sankala Group LLC28$1.14K0.00%00.0%Unchanged
Raffa Wealth Management, LLC33$1.26K0.00%−1−2.9%Reduced
DiNuzzo Private Wealth, Inc.34$1.30K0.00%00.0%Unchanged
Signature Equity Partners, LLC34$1.30K0.00%00.0%Unchanged
Osbon Capital Management LLC37$1.42K0.00%00.0%Unchanged
Oakmont Advisory Group, LLC41$1.57K0.00%+41New
Bay Harbor Wealth Management, LLC42$1.61K0.00%+16+61.5%Added
Bell Investment Advisors, Inc44$1.69K0.00%00.0%Unchanged
Creative Capital Management Investments LLC48$1.84K0.00%+48New
Bruce G. Allen Investments, LLC50$1.92K0.00%−28−35.9%Reduced
Synergy Investment Management, LLC50$1.92K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.50$1.92K0.00%00.0%Unchanged
Rialto Wealth Management, LLC52$1.99K0.00%+30+136.4%Added
Avion Wealth67$2.00K0.00%+67New
Bare Financial Services, Inc53$2.03K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.54$2.07K0.00%−105−66.0%Reduced
IFG Advisory, LLC63$2.41K0.00%+63New
Bogart Wealth, LLC64$2.45K0.00%+36+128.6%Added
Continuum Advisory, LLC69$2.64K0.00%−8,654−99.2%Reduced
SWAN Capital LLC69$2.64K0.00%00.0%Unchanged
Cromwell Holdings LLC78$2.99K0.00%+24+44.4%Added
Tradewinds Capital Management, LLC80$3.05K0.00%+1+1.3%Added
Sachetta, LLC86$3.29K0.00%+29+50.9%Added
Manning & Napier Advisors LLC86$3.31K0.00%+86New
Center for Financial Planning, Inc.91$3.49K0.00%−109−54.5%Reduced
WealthCollab, LLC92$3.52K0.00%00.0%Unchanged
SHP Wealth Management100$3.83K0.00%+100New
SJS Investment Consulting Inc.101$3.87K0.00%+67+197.1%Added
Retirement Wealth Solutions LLC110$4.21K0.00%−19−14.7%Reduced
Caldwell Sutter Capital, Inc.115$4.41K0.00%+30+35.3%Added
JPL Wealth Management, LLC120$4.60K0.00%−25−17.2%Reduced
Copia Wealth Management138$5.29K0.00%00.0%Unchanged
Country Trust Bank140$5.36K0.00%+140New
Mather Group, LLC.141$5.40K0.00%+141New
New England Capital Financial Advisors LLC157$6.01K0.00%00.0%Unchanged
Owl Creek Wealth Partners LLC160$6.13K0.00%−200−55.6%Reduced
Action Point Financial Planning, LLC173$6.47K0.00%+173New
Fortitude Family Office, LLC173$6.63K0.00%−157−47.6%Reduced
Cape Investment Advisory, Inc.174$6.65K0.00%+174New
Cedar Mountain Advisors, LLC174$6.68K0.00%+1+0.6%Added
Keating Financial Advisory Services, Inc.183$7.01K0.00%00.0%Unchanged
Godsey & Gibb Associates188$7.20K0.00%00.0%Unchanged
Archer Investment Corp193$7.39K0.00%+2+1.0%Added
CVA Family Office, LLC205$7.85K0.00%−50−19.6%Reduced
IMA Wealth, Inc.206$7.89K0.00%+206New
Covestor Ltd202$8.00K0.00%+6+3.1%Added
Wealth Enhancement Trust Services, Inc.210$8.04K0.00%+210New
Leonteq Securities AG214$8.20K0.00%−307−58.9%Reduced
SBI Securities Co., Ltd.227$8.70K0.00%−80−26.1%Reduced
Private Wealth Management Group, LLC232$8.89K0.00%00.0%Unchanged
Banque Cantonale Vaudoise234$9.00K0.00%−35−13.0%Reduced
TIAA Wealth Investment Management LLC242$9.27K0.00%−810−77.0%Reduced
Peoples Financial Services Corp.250$9.58K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc250$9.58K0.00%00.0%Unchanged
Chilton Capital Management LLC257$9.85K0.00%+257New
Guinness Atkinson Asset Management Inc276$10.6K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.290$11.1K0.00%+35+13.7%Added
American National Bank293$11.2K0.00%00.0%Unchanged
Rossby Financial, LCC302$11.6K0.00%+79+35.4%Added
Westfuller Advisors, LLC310$11.9K0.00%+3+1.0%Added
Hilltop National Bank325$12.5K0.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC334$12.8K0.01%00.0%Unchanged
Darwin Advisors, LLC339$13.0K0.00%−141−29.4%Reduced
Trust Co of Toledo NA350$13.4K0.00%00.0%Unchanged
Concord Wealth Partners371$14.2K0.00%+371New
Bank of New Hampshire375$14.4K0.00%00.0%Unchanged