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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 9,822 | $376.3K | 0.00% | +536+5.8% | Added |
| Univest Financial Corp | 9,824 | $376.4K | 0.02% | +4,645+89.7% | Added |
| Institute for Wealth Management, LLC. | 9,972 | $382.0K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 10,142 | $388.5K | 0.01% | +10,142 | New |
| Great Valley Advisor Group, Inc. | 10,272 | $393.5K | 0.01% | +34+0.3% | Added |
| Atomi Financial Group, Inc. | 10,309 | $395.0K | 0.01% | −877−7.8% | Reduced |
| Neo Ivy Capital Management | 10,363 | $397.0K | 0.09% | +10,363 | New |
| Gateway Investment Advisers LLC | 10,363 | $397.0K | 0.00% | −93,657−90.0% | Reduced |
| TD Waterhouse Canada Inc. | 10,473 | $398.3K | 0.00% | +421+4.2% | Added |
| EagleClaw Capital Managment, LLC | 10,627 | $407.1K | 0.05% | −425−3.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,633 | $407.4K | 0.02% | −176−1.6% | Reduced |
| BKD Wealth Advisors, LLC | 10,653 | $408.1K | 0.01% | +200+1.9% | Added |
| Bernardo Wealth Planning LLC | 10,796 | $413.6K | 0.07% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 10,945 | $419.3K | 0.03% | +10.0% | Added |
| Independent Advisor Alliance | 10,956 | $419.7K | 0.01% | +67+0.6% | Added |
| Quaker Wealth Management, LLC | 10,957 | $419.8K | 0.12% | −6−0.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,061 | $423.9K | 0.00% | −163−1.5% | Reduced |
| SS&H Financial Advisors, Inc. | 11,074 | $424.0K | 0.11% | +11,074 | New |
| CIBC Asset Management Inc | 11,181 | $428.3K | 0.00% | +310+2.9% | Added |
| Readystate Asset Management LP | 11,212 | $429.5K | 0.02% | +11,212 | New |
| Chase Investment Counsel Corp | 11,267 | $431.0K | 0.09% | +744+7.1% | Added |
| Clean Yield Group | 11,379 | $435.9K | 0.11% | −1,350−10.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 11,436 | $438.1K | 0.24% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 11,607 | $444.7K | 0.10% | +187+1.6% | Added |
| SummitTX Capital, L.P. | 11,744 | $449.9K | 0.01% | +11,744 | New |
| Skandinaviska Enskilda Banken AB (publ) | 12,000 | $459.7K | 0.02% | +12,000 | New |
| Whittier Trust Co of Nevada Inc | 11,870 | $463.9K | 0.01% | −2,500−17.4% | Reduced |
| Mitchell Sinkler & Starr | 12,177 | $466.5K | 0.19% | +265+2.2% | Added |
| American Century Companies Inc | 12,222 | $468.2K | 0.00% | −132,313−91.5% | Reduced |
| Compass Ion Advisors, LLC | 12,250 | $469.3K | 0.04% | −7−0.1% | Reduced |
| Himension Fund | 12,371 | $473.9K | 0.03% | +12,371 | New |
| Alan B. Lancz & Associates, Inc. | 12,784 | $489.8K | 0.43% | 00.0% | Unchanged |
| Peoples Bank | 12,952 | $496.2K | 0.48% | −625−4.6% | Reduced |
| Pullen Investment Management, LLC | 12,962 | $496.6K | 0.23% | +581+4.7% | Added |
| Sivia Capital Partners, LLC | 13,461 | $515.7K | 0.06% | +7,830+139.1% | Added |
| Meeder Advisory Services, Inc. | 13,487 | $516.7K | 0.02% | −1,547−10.3% | Reduced |
| US Bancorp | 13,509 | $517.5K | 0.00% | −677−4.8% | Reduced |
| Red Door Wealth Management, LLC | 13,523 | $518.1K | 0.05% | 00.0% | Unchanged |
| First Pacific Financial | 13,593 | $520.7K | 0.06% | −1,100−7.5% | Reduced |
| Nomura Holdings Inc | 13,659 | $523.3K | 0.00% | +2,035+17.5% | Added |
| Equitable Holdings, Inc. | 13,779 | $527.9K | 0.00% | −737−5.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,801 | $528.7K | 0.00% | +170+1.2% | Added |
| Jump Financial, LLC | 13,835 | $530.0K | 0.00% | +13,835 | New |
| First Citizens Bank & Trust Co | 13,957 | $534.7K | 0.01% | +432+3.2% | Added |
| Ingalls & Snyder LLC | 14,022 | $537.0K | 0.01% | −188−1.3% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 14,259 | $546.3K | 0.02% | +1,012+7.6% | Added |
| Aristotle Capital Boston, LLC | 14,388 | $551.2K | 0.04% | −4,852−25.2% | Reduced |
| Resurgent Financial Advisors LLC | 14,413 | $552.2K | 0.15% | 00.0% | Unchanged |
| Blossom Wealth Management | 14,521 | $556.3K | 0.78% | −548−3.6% | Reduced |
| Holocene Advisors, LP | 14,539 | $557.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 14,831 | $568.2K | 0.00% | +7,365+98.6% | Added |
| Rockefeller Capital Management L.P. | 15,274 | $585.2K | 0.00% | +1,149+8.1% | Added |
| Everence Capital Management Inc | 15,343 | $588.0K | 0.03% | −1,489−8.8% | Reduced |
| Loudon Investment Management, LLC | 15,463 | $592.4K | 0.29% | 00.0% | Unchanged |
| Versor Investments LP | 15,762 | $603.8K | 1.27% | +3,349+27.0% | Added |
| United Capital Financial Advisers, LLC | 16,033 | $614.2K | 0.00% | −8,498−34.6% | Reduced |
| Wealthspire Advisors, LLC | 16,131 | $618.0K | 0.00% | −356−2.2% | Reduced |
| Prudential Financial Inc | 16,222 | $621.5K | 0.00% | −745−4.4% | Reduced |
| Two Sigma Securities, LLC | 16,350 | $626.4K | 0.05% | +16,350 | New |
| Virtue Capital Management, LLC | 16,422 | $629.1K | 0.08% | −2,733−14.3% | Reduced |
| Farther Finance Advisors, LLC | 16,440 | $629.9K | 0.00% | −2,292−12.2% | Reduced |
| Smithfield Trust Co | 16,524 | $634.0K | 0.03% | −745−4.3% | Reduced |
| Belpointe Asset Management LLC | 16,857 | $645.8K | 0.02% | −489−2.8% | Reduced |
| Everett Harris & Co | 17,000 | $651.3K | 0.01% | +1,000+6.3% | Added |
| DnB Asset Management AS | 17,003 | $651.4K | 0.00% | −1,559−8.4% | Reduced |
| Haverford Trust Co | 17,036 | $652.6K | 0.01% | −2,478−12.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 17,096 | $655.4K | 0.00% | −354,434−95.4% | Reduced |
| Costello Asset Management, INC | 17,644 | $675.9K | 0.20% | −1,326−7.0% | Reduced |
| Truist Financial Corp | 17,695 | $677.9K | 0.00% | +3,218+22.2% | Added |
| Integrated Wealth Concepts LLC | 17,862 | $684.3K | 0.00% | +4,391+32.6% | Added |
| Federated Hermes, Inc. | 18,224 | $698.2K | 0.00% | −1,141−5.9% | Reduced |
| Crossmark Global Holdings, Inc. | 18,229 | $698.4K | 0.01% | 00.0% | Unchanged |
| Agp Franklin, LLC | 18,246 | $699.0K | 0.30% | −15,603−46.1% | Reduced |
| Chesapeake Capital Corp | 18,273 | $700.0K | 0.38% | +3,069+20.2% | Added |
| Willow Creek Capital Management, Inc. | 18,417 | $705.6K | 0.69% | +18,417 | New |
| HSBC Holdings PLC | 18,307 | $708.1K | 0.00% | +1,217+7.1% | Added |
| Blue Bell Private Wealth Management, LLC | 18,554 | $710.8K | 0.09% | −1,805−8.9% | Reduced |
| Fiduciary Trust Co | 18,630 | $713.7K | 0.01% | −1,268−6.4% | Reduced |
| Kiker Wealth Management, LLC | 18,685 | $715.8K | 0.28% | +740+4.1% | Added |
| Penobscot Investment Management Company, Inc. | 18,975 | $726.9K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 18,996 | $727.7K | 0.00% | +356+1.9% | Added |
| Cullen Capital Management LLC | 19,014 | $728.4K | 0.01% | −7,888−29.3% | Reduced |
| Schnieders Capital Management, LLC. | 19,321 | $740.2K | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 19,583 | $750.2K | 0.00% | +1,715+9.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 19,851 | $760.5K | 0.01% | −274,403−93.3% | Reduced |
| Summit Trail Advisors, LLC | 20,040 | $767.7K | 0.01% | +1,243+6.6% | Added |
| IFM Investors Pty Ltd | 20,249 | $775.7K | 0.01% | +200+1.0% | Added |
| Summit Financial, LLC | 20,297 | $777.6K | 0.01% | +270+1.3% | Added |
| Two Sigma Investments, LP | 20,318 | $778.4K | 0.00% | +20,318 | New |
| Perigon Wealth Management, LLC | 20,325 | $778.6K | 0.01% | −5,430−21.1% | Reduced |
| Sanctuary Advisors, LLC | 20,454 | $783.6K | 0.00% | +10,025+96.1% | Added |
| Merit Financial Group, LLC | 20,829 | $797.9K | 0.00% | +6,980+50.4% | Added |
| Holos Integrated Wealth LLC | 20,455 | $799.4K | 0.37% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 20,920 | $801.4K | 0.30% | +10,254+96.1% | Added |
| Aspire Private Capital, LLC | 21,176 | $811.3K | 0.17% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 21,187 | $811.7K | 0.01% | −3,491−14.1% | Reduced |
| Ethic Inc. | 21,478 | $822.8K | 0.01% | −1,035−4.6% | Reduced |
| Securian Asset Management, Inc | 20,884 | $828.9K | 0.03% | +26+0.1% | Added |
| Key Financial Inc | 21,643 | $829.1K | 0.14% | −3,566−14.1% | Reduced |
| BFSG, LLC | 22,752 | $871.6K | 0.08% | +18,946+497.8% | Added |