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 |
|---|---|---|---|---|---|
| Laird Norton Trust Company, LLC | 5,271 | $201.9K | 0.00% | −829−13.6% | Reduced |
| Profund Advisors LLC | 5,290 | $202.7K | 0.01% | +142+2.8% | Added |
| Anchor Investment Management, LLC | 5,305 | $203.3K | 0.02% | −297−5.3% | Reduced |
| Tower Wealth Partners, Inc. | 5,321 | $203.8K | 0.10% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 5,333 | $204.3K | 0.04% | +5,333 | New |
| Lowe Brockenbrough & Co Inc | 5,350 | $205.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 5,406 | $207.1K | 0.00% | −601−10.0% | Reduced |
| 49 Wealth Management, LLC | 5,416 | $207.5K | 0.04% | +5,416 | New |
| Alongside, LLC | 5,416 | $207.5K | 0.04% | +5,416 | New |
| Modera Wealth Management, LLC | 5,417 | $207.5K | 0.00% | +10.0% | Added |
| Hantz Financial Services, Inc. | 5,519 | $211.0K | 0.00% | −5,378−49.4% | Reduced |
| J. M. Brown & Associates Inc. | 5,539 | $212.2K | 0.12% | +5,539 | New |
| Kingswood Wealth Advisors, LLC | 5,572 | $213.5K | 0.01% | −13−0.2% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,578 | $213.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,583 | $213.9K | 0.00% | +4,018+256.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,588 | $214.1K | 0.01% | +48+0.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,554 | $214.2K | 0.00% | +5,554 | New |
| Hennion & Walsh Asset Management, Inc. | 5,649 | $216.4K | 0.01% | −9,064−61.6% | Reduced |
| TD Private Client Wealth LLC | 5,667 | $217.1K | 0.00% | −13−0.2% | Reduced |
| MONECO Advisors, LLC | 5,782 | $221.5K | 0.01% | +25+0.4% | Added |
| Benjamin Edwards Inc | 5,802 | $222.3K | 0.00% | +500+9.4% | Added |
| Tred Avon Family Wealth, LLC | 5,803 | $222.3K | 0.07% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 5,807 | $222.5K | 0.01% | −2,883−33.2% | Reduced |
| Daymark Wealth Partners, LLC | 5,840 | $223.7K | 0.01% | +5,840 | New |
| Nations Financial Group Inc, | 5,870 | $224.9K | 0.01% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 5,881 | $225.3K | 0.01% | +11+0.2% | Added |
| Charter Research & Investment Group, Inc. | 5,930 | $227.2K | 0.14% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 6,000 | $229.9K | 0.02% | −8,146−57.6% | Reduced |
| Community Bank, N.A. | 6,020 | $230.6K | 0.02% | −4,063−40.3% | Reduced |
| Harbour Investments, Inc. | 6,024 | $230.8K | 0.00% | −284−4.5% | Reduced |
| AlphaCore Capital LLC | 6,135 | $235.0K | 0.00% | +6,135 | New |
| Sigma Planning Corp | 6,224 | $238.4K | 0.01% | −27−0.4% | Reduced |
| Fulcrum Capital LLC | 6,250 | $239.4K | 0.05% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 6,250 | $239.4K | 0.01% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 6,342 | $243.0K | 0.03% | +89+1.4% | Added |
| AlphaGrep UK Ltd | 6,407 | $245.5K | 0.07% | +6,407 | New |
| Ascent Group, LLC | 6,436 | $246.6K | 0.01% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 6,275 | $247.4K | 0.15% | −560−8.2% | Reduced |
| Kingsview Wealth Management, LLC | 6,477 | $248.2K | 0.00% | +1,366+26.7% | Added |
| Savant Capital, LLC | 6,446 | $248.2K | 0.00% | +6,446 | New |
| CSS LLC | 6,501 | $249.1K | 0.01% | 00.0% | Unchanged |
| S Harris Financial Group, LLC | 6,586 | $252.3K | 0.20% | 00.0% | Unchanged |
| Romano Brothers and Company | 6,591 | $252.5K | 0.03% | −50−0.8% | Reduced |
| Armistice Capital, LLC | 6,604 | $253.0K | 0.01% | +6,604 | New |
| Kennedy Investment Group | 6,707 | $256.9K | 0.09% | −8−0.1% | Reduced |
| Northstar Asset Management LLC | 6,500 | $257.5K | 0.05% | 00.0% | Unchanged |
| Vident Advisory, LLC | 6,797 | $260.4K | 0.00% | −157−2.3% | Reduced |
| Assetmark, Inc | 6,852 | $262.5K | 0.00% | −68−1.0% | Reduced |
| PTM Wealth Management, LLC | 6,659 | $263.7K | 0.12% | +161+2.5% | Added |
| Advisors Capital Management, LLC | 6,915 | $264.9K | 0.00% | −279−3.9% | Reduced |
| RTD Financial Advisors, Inc. | 7,103 | $272.1K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,142 | $273.6K | 0.00% | +8+0.1% | Added |
| Polymer Capital Management (US) LLC | 7,159 | $274.3K | 0.04% | +7,159 | New |
| ELCO Management Co., LLC | 7,371 | $282.4K | 0.12% | −4,372−37.2% | Reduced |
| Birch Hill Investment Advisors LLC | 7,484 | $286.7K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,524 | $288.2K | 0.01% | −2,997−28.5% | Reduced |
| Cetera Trust Company, N.A | 7,535 | $288.7K | 0.14% | +300+4.1% | Added |
| Flagship Capital Management Inc. | 7,595 | $291.0K | 0.18% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 7,714 | $295.5K | 0.08% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 7,751 | $296.9K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,754 | $297.1K | 0.00% | +71+0.9% | Added |
| Keybank National Association | 7,767 | $297.6K | 0.00% | −1,392−15.2% | Reduced |
| GSG Advisors LLC | 7,810 | $299.2K | 0.07% | +10.0% | Added |
| Mendel Money Management | 7,815 | $299.4K | 0.11% | −1,525−16.3% | Reduced |
| Guinness Asset Management LTD | 7,851 | $300.8K | 0.01% | +3,000+61.8% | Added |
| Ritholtz Wealth Management | 7,868 | $301.4K | 0.00% | +7,868 | New |
| Signaturefd, LLC | 7,950 | $304.6K | 0.00% | −383−4.6% | Reduced |
| Tompkins Financial Corp | 7,967 | $305.2K | 0.02% | +400+5.3% | Added |
| MML Investors Services, LLC | 8,013 | $307.0K | 0.00% | +1,919+31.5% | Added |
| EP Wealth Advisors, LLC | 8,041 | $308.0K | 0.00% | −975−10.8% | Reduced |
| Schroder Investment Management Group | 8,041 | $309.0K | 0.00% | −4,862−37.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,086 | $309.8K | 0.01% | −67−0.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,099 | $310.3K | 0.10% | +121+1.5% | Added |
| Commerce Bank | 8,102 | $310.4K | 0.00% | −90−1.1% | Reduced |
| KBC Group NV | 8,119 | $311.0K | 0.00% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 8,252 | $316.2K | 0.06% | −111−1.3% | Reduced |
| Glenview Trust Co | 8,274 | $317.0K | 0.00% | −18−0.2% | Reduced |
| Seeds Investor LLC | 8,284 | $317.4K | 0.03% | −2,330−22.0% | Reduced |
| STRS Ohio | 8,312 | $318.4K | 0.00% | +1,604+23.9% | Added |
| North Dakota State Investment Board | 8,340 | $319.5K | 0.01% | +141+1.7% | Added |
| Financial Services Advisory Inc | 8,374 | $320.8K | 0.08% | +40.0% | Added |
| NorthCrest Asset Manangement, LLC | 8,359 | $322.1K | 0.01% | +8,359 | New |
| Modern Wealth Management, LLC | 8,444 | $323.5K | 0.00% | −595−6.6% | Reduced |
| Central Trust Co | 8,444 | $323.5K | 0.01% | −1,020−10.8% | Reduced |
| Cozad Asset Management Inc | 8,450 | $323.7K | 0.02% | +1,450+20.7% | Added |
| DRW Securities, LLC | 8,523 | $326.5K | 0.02% | +8,523 | New |
| RIA Advisory Group LLC | 8,570 | $328.3K | 0.07% | −25−0.3% | Reduced |
| CenterBook Partners LP | 8,605 | $329.7K | 0.02% | −38,757−81.8% | Reduced |
| Sterling Capital Management LLC | 8,645 | $331.2K | 0.01% | −938−9.8% | Reduced |
| Eastern Bank | 8,848 | $339.0K | 0.01% | +3,786+74.8% | Added |
| Krilogy Financial LLC | 9,075 | $347.7K | 0.01% | +3,596+65.6% | Added |
| Brighton Jones LLC | 9,265 | $354.9K | 0.01% | +2,735+41.9% | Added |
| Apella Capital, LLC | 9,106 | $355.9K | 0.01% | +711+8.5% | Added |
| Glen Eagle Advisors, LLC | 9,334 | $357.6K | 0.05% | +227+2.5% | Added |
| Atom Investors LP | 9,350 | $358.2K | 0.03% | +9,350 | New |
| HBK Sorce Advisory LLC | 9,065 | $358.9K | 0.01% | −2,764−23.4% | Reduced |
| Frec Markets, Inc. | 9,502 | $364.0K | 0.03% | +9,502 | New |
| Buckingham Strategic Partners | 9,543 | $365.6K | 0.00% | +9,543 | New |
| CX Institutional | 9,573 | $367.0K | 0.01% | +809+9.2% | Added |
| Kathmere Capital Management, LLC | 9,672 | $370.5K | 0.02% | −4,627−32.4% | Reduced |