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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 702 | $8.58B |
| Q1 2026 | 698 | $8.72B |
| Q4 2025 | 695 | $8.66B |
| Q3 2025 | 679 | $9.07B |
| Q2 2025 | 683 | $8.20B |
| Q1 2025 | 677 | $8.79B |
| Q4 2024 | 622 | $7.90B |
| Q3 2024 | 629 | $8.09B |
| Q2 2024 | 601 | $8.01B |
| Q1 2024 | 592 | $7.90B |
| Q4 2023 | 623 | $7.63B |
| Q3 2023 | 584 | $6.85B |
| Q2 2023 | 626 | $7.63B |
| Q1 2023 | 650 | $8.33B |
| Q4 2022 | 657 | $9.21B |
| Q3 2022 | 637 | $7.82B |
| Q2 2022 | 636 | $8.55B |
| Q1 2022 | 642 | $9.19B |
| Q4 2021 | 648 | $9.44B |
| Q3 2021 | 597 | $7.96B |
| Q2 2021 | 589 | $7.96B |
| Q1 2021 | 598 | $7.74B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Essential Utilities, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Robbins Farley LLC | 375 | $14.4K | 0.01% | 00.0% | Unchanged |
| City State Bank | 380 | $14.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 406 | $15.6K | 0.00% | +10+2.5% | Added |
| Pinnacle Bancorp, Inc. | 423 | $16.2K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 425 | $16.3K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 419 | $16.9K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 442 | $16.9K | 0.00% | +333+305.5% | Added |
| Westside Investment Management, Inc. | 454 | $17.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 468 | $17.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 480 | $18.4K | 0.00% | +54+12.7% | Added |
| McGuire Capital Advisors Inc | 493 | $18.9K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 500 | $19.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 502 | $19.2K | 0.00% | −52−9.4% | Reduced |
| UMA Financial Services, Inc. | 513 | $19.7K | 0.00% | +13+2.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 530 | $20.3K | 0.01% | +5+1.0% | Added |
| Delta Asset Management LLC | 560 | $21.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 561 | $21.5K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 564 | $21.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 600 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 604 | $23.1K | 0.00% | +6+1.0% | Added |
| Colonial Trust Advisors | 625 | $23.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 643 | $24.6K | 0.00% | +11+1.7% | Added |
| First PREMIER Bank | 650 | $25.0K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 666 | $25.5K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 650 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 684 | $26.2K | 0.00% | −191−21.8% | Reduced |
| South State Corp. | 700 | $26.8K | 0.00% | +14+2.0% | Added |
| Princeton Global Asset Management LLC | 705 | $27.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 733 | $28.1K | 0.00% | −6−0.8% | Reduced |
| Zions Bancorporation, National Association | 748 | $28.7K | 0.00% | +133+21.6% | Added |
| Piscataqua Savings Bank | 750 | $28.7K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 750 | $28.7K | 0.00% | +750 | New |
| Asset Planning,Inc | 775 | $29.7K | 0.02% | +150+24.0% | Added |
| First Community Trust NA | 802 | $30.7K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 809 | $31.0K | 0.00% | +109+15.6% | Added |
| NBT Bank N A | 824 | $31.6K | 0.00% | +24+3.0% | Added |
| Ritter Daniher Financial Advisory LLC | 842 | $32.2K | 0.00% | +8+1.0% | Added |
| Kennebec Savings Bank | 848 | $32.5K | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 873 | $33.4K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 879 | $33.7K | 0.04% | 00.0% | Unchanged |
| Essential Partners LLC | 882 | $33.8K | 0.02% | −352−28.5% | Reduced |
| VSM Wealth Advisory, LLC | 890 | $34.1K | 0.01% | +170+23.6% | Added |
| Chelsea Counsel Co | 900 | $34.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 919 | $35.2K | 0.00% | +187+25.5% | Added |
| Rosenberg Matthew Hamilton | 947 | $36.3K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 951 | $36.4K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 994 | $38.1K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $38.3K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,010 | $38.7K | 0.01% | +998+8,316.7% | Added |
| Creative Financial Designs Inc | 1,025 | $39.3K | 0.00% | +348+51.4% | Added |
| Trust Co | 1,055 | $40.4K | 0.00% | +625+145.3% | Added |
| Bessemer Group Inc | 1,062 | $41.0K | 0.00% | −231−17.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 1,090 | $41.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,098 | $42.0K | 0.00% | +272+32.9% | Added |
| Massmutual Trust Co FSB | 1,110 | $42.5K | 0.00% | −271−19.6% | Reduced |
| Orion Capital Management LLC | 1,125 | $43.1K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,250 | $47.9K | 0.03% | +150+13.6% | Added |
| Truvestments Capital LLC | 1,410 | $54.0K | 0.01% | −15−1.1% | Reduced |
| Parkside Financial Bank & Trust | 1,417 | $54.3K | 0.00% | +541+61.8% | Added |
| Atlantic Trust, LLC | 1,541 | $59.0K | 0.01% | −347−18.4% | Reduced |
| Asset Dedication, LLC | 1,541 | $59.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,628 | $62.6K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 1,693 | $64.9K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $64.9K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,756 | $67.3K | 0.01% | +769+77.9% | Added |
| Mascoma Wealth Management LLC | 1,766 | $67.7K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 1,800 | $69.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,891 | $72.4K | 0.00% | +25+1.3% | Added |
| Basecamp Wealth Advisors LLC | 1,917 | $73.4K | 0.01% | +214+12.6% | Added |
| Nykredit A/S | 2,023 | $77.5K | 0.00% | +2,023 | New |
| Alpine Bank Wealth Management | 2,082 | $79.8K | 0.01% | +2,082 | New |
| Tower View Investment Management & Research LLC | 2,092 | $80.1K | 0.04% | +19+0.9% | Added |
| First National Bank | 2,174 | $83.3K | 0.03% | +2,174 | New |
| Parallel Advisors, LLC | 2,250 | $86.2K | 0.00% | −1,552−40.8% | Reduced |
| Axiom Investment Management LLC | 2,436 | $93.3K | 0.06% | 00.0% | Unchanged |
| Crews Bank & Trust | 2,473 | $94.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 2,490 | $95.4K | 0.01% | −215−7.9% | Reduced |
| Manchester Capital Management LLC | 3,122 | $119.6K | 0.02% | +18+0.6% | Added |
| Hanson & Doremus Investment Management | 3,142 | $120.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 3,130 | $121.0K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 3,162 | $121.1K | 0.08% | +14+0.4% | Added |
| Trust Co of Vermont | 3,165 | $121.3K | 0.00% | +3,165 | New |
| Employees Retirement System of Texas | 3,183 | $122.0K | 0.00% | +3,183 | New |
| Mint Tower Capital Management B.V. | 3,331 | $128.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 3,415 | $130.8K | 0.01% | +742+27.8% | Added |
| Daiwa Securities Group Inc. | 3,455 | $132.4K | 0.00% | +752+27.8% | Added |
| Clear Street Markets LLC | 3,546 | $135.8K | 0.03% | +3,546 | New |
| Global Retirement Partners, LLC | 3,731 | $142.9K | 0.00% | +3,731 | New |
| CoreCap Advisors, LLC | 4,269 | $163.5K | 0.00% | +2,833+197.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,300 | $164.7K | 0.00% | 00.0% | Unchanged |
| Natixis | 4,413 | $169.1K | 0.00% | −69,423−94.0% | Reduced |
| Corient IA LLC | 4,440 | $170.1K | 0.16% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,695 | $179.9K | 0.00% | +3,720+381.5% | Added |
| EverSource Wealth Advisors, LLC | 4,723 | $180.9K | 0.01% | +174+3.8% | Added |
| Umb Bank N A | 4,743 | $181.7K | 0.00% | −330−6.5% | Reduced |
| Huntington National Bank | 4,824 | $184.8K | 0.00% | −467−8.8% | Reduced |
| Centaurus Financial, Inc. | 4,993 | $191.0K | 0.01% | +4+0.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,000 | $192.0K | 0.09% | +3,000+150.0% | Added |
| Wedmont Private Capital | 5,207 | $200.9K | 0.01% | +5,207 | New |
| TCG Advisory Services, LLC | 5,261 | $201.5K | 0.00% | +275+5.5% | Added |