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 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 23,277 | $892.0K | 0.06% | −18,156−43.8% | Reduced |
| Bleakley Financial Group, LLC | 23,330 | $893.8K | 0.01% | +12,520+115.8% | Added |
| QRG Capital Management, Inc. | 23,408 | $896.8K | 0.01% | +537+2.3% | Added |
| Gabelli & Co Investment Advisers, Inc. | 23,763 | $910.4K | 0.13% | +23,763 | New |
| Hamrick Investment Counsel, llc | 23,896 | $915.5K | 0.61% | −12−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 23,903 | $915.7K | 0.02% | −349−1.4% | Reduced |
| Kingdom Financial Group LLC. | 24,402 | $934.9K | 0.24% | +1,265+5.5% | Added |
| Rodgers Brothers Inc. | 24,813 | $950.6K | 0.09% | 00.0% | Unchanged |
| PW Nova Financial Services LLC | 25,252 | $967.4K | 0.21% | −113−0.4% | Reduced |
| Engineers Gate Manager LP | 25,815 | $989.0K | 0.01% | −42,201−62.0% | Reduced |
| Blackhill Capital Inc | 26,041 | $997.6K | 0.04% | 00.0% | Unchanged |
| apricus wealth, LLC | 26,262 | $1.01M | 0.48% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 26,444 | $1.01M | 0.00% | +1,183+4.7% | Added |
| Exchange Traded Concepts, LLC | 26,489 | $1.01M | 0.01% | +2,625+11.0% | Added |
| Public Employees Retirement Association of Colorado | 26,545 | $1.02M | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 26,658 | $1.02M | 0.17% | +750+2.9% | Added |
| Atria Investments LLC | 26,706 | $1.02M | 0.01% | −8,492−24.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 26,876 | $1.03M | 0.00% | −8,701−24.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 26,888 | $1.03M | 0.04% | +14+0.1% | Added |
| Voya Investment Management LLC | 26,984 | $1.03M | 0.00% | −61,818−69.6% | Reduced |
| Brevan Howard Capital Management LP | 26,990 | $1.03M | 0.01% | +12,158+82.0% | Added |
| Lee Financial Co | 27,016 | $1.03M | 0.13% | −93−0.3% | Reduced |
| Addison Capital Co | 27,101 | $1.04M | 0.17% | −2,877−9.6% | Reduced |
| Axxcess Wealth Management, LLC | 27,231 | $1.04M | 0.02% | +27,231 | New |
| Blair William & Co | 27,420 | $1.05M | 0.00% | +6,943+33.9% | Added |
| State of Alaska, Department of Revenue | 27,791 | $1.06M | 0.01% | −659−2.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 28,323 | $1.09M | 0.00% | −3,453−10.9% | Reduced |
| Vise Technologies, Inc. | 28,456 | $1.09M | 0.01% | −2,510−8.1% | Reduced |
| HB Wealth Management, LLC | 29,132 | $1.12M | 0.01% | +10,928+60.0% | Added |
| Rothschild Investment LLC | 29,279 | $1.12M | 0.04% | +9,364+47.0% | Added |
| BLB&B Advisors, LLC | 29,807 | $1.14M | 0.04% | −11,421−27.7% | Reduced |
| Nine Masts Capital Ltd | 30,000 | $1.15M | 0.13% | +30,000 | New |
| Pathway Financial Advisers, LLC | 30,334 | $1.16M | 0.29% | −1,115−3.5% | Reduced |
| Moors & Cabot, Inc. | 30,768 | $1.18M | 0.05% | −140−0.5% | Reduced |
| CWM Advisors, LLC | 31,012 | $1.19M | 0.05% | +10,339+50.0% | Added |
| D.A. Davidson & Co. | 31,064 | $1.19M | 0.01% | +16,736+116.8% | Added |
| Neuberger Berman Group LLC | 31,084 | $1.19M | 0.00% | −4,902−13.6% | Reduced |
| Kestra Advisory Services, LLC | 31,189 | $1.19M | 0.00% | −6,383−17.0% | Reduced |
| Teacher Retirement System of Texas | 31,519 | $1.21M | 0.00% | −5,177−14.1% | Reduced |
| Pacer Advisors, Inc. | 31,809 | $1.22M | 0.00% | −1,793−5.3% | Reduced |
| CI Private Wealth, LLC | 31,982 | $1.23M | 0.00% | −9,589−23.1% | Reduced |
| Philadelphia Trust Co | 32,464 | $1.24M | 0.08% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 32,628 | $1.25M | 0.03% | +20,560+170.4% | Added |
| New York Life Investment Management LLC | 33,588 | $1.29M | 0.01% | −166,351−83.2% | Reduced |
| Investors Research Corp | 33,767 | $1.29M | 0.23% | −883−2.5% | Reduced |
| Spirit of America Management Corp | 34,350 | $1.32M | 0.25% | 00.0% | Unchanged |
| Christine Messmer PC | 34,500 | $1.32M | 0.74% | −750−2.1% | Reduced |
| Allstate Corp | 34,775 | $1.33M | 0.01% | +653+1.9% | Added |
| Xponance, Inc. | 34,927 | $1.34M | 0.01% | −146−0.4% | Reduced |
| Clear Harbor Asset Management, LLC | 34,962 | $1.34M | 0.08% | −2,382−6.4% | Reduced |
| Quadrant Capital Group LLC | 35,133 | $1.35M | 0.04% | +15,676+80.6% | Added |
| Steward Partners Investment Advisory, LLC | 35,247 | $1.35M | 0.01% | −155−0.4% | Reduced |
| M&T Bank Corp | 36,200 | $1.39M | 0.00% | −4,629−11.3% | Reduced |
| J.W. Cole Advisors, Inc. | 36,293 | $1.39M | 0.02% | +557+1.6% | Added |
| Capital Innovations LLC | 36,596 | $1.40M | 0.36% | +36,596 | New |
| Private Advisor Group, LLC | 37,225 | $1.43M | 0.01% | −15,322−29.2% | Reduced |
| Keebeck Alpha, LP | 37,813 | $1.45M | 3.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 37,939 | $1.45M | 0.00% | +1,038+2.8% | Added |
| JustInvest LLC | 38,324 | $1.47M | 0.01% | −3,044−7.4% | Reduced |
| Generali Asset Management SPA SGR | 39,006 | $1.49M | 0.03% | −5,729−12.8% | Reduced |
| Sequoia Financial Advisors, LLC | 39,212 | $1.50M | 0.01% | −62−0.2% | Reduced |
| Radnor Capital Management, LLC | 39,235 | $1.50M | 0.21% | −825−2.1% | Reduced |
| Greenwood Capital Associates LLC | 39,464 | $1.51M | 0.15% | +39,464 | New |
| Colony Group, LLC | 39,799 | $1.52M | 0.00% | −532−1.3% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 42,413 | $1.62M | 1.46% | −53−0.1% | Reduced |
| Shelton Capital Management | 42,470 | $1.63M | 0.03% | −206−0.5% | Reduced |
| Utah Retirement Systems | 42,987 | $1.65M | 0.02% | −2,482−5.5% | Reduced |
| Mangrove Partners | 42,999 | $1.65M | 0.11% | 00.0% | Unchanged |
| Trium Capital LLP | 44,644 | $1.71M | 1.08% | +13,023+41.2% | Added |
| ExodusPoint Capital Management, LP | 44,666 | $1.71M | 0.02% | +39,626+786.2% | Added |
| Captrust Financial Advisors | 44,789 | $1.72M | 0.00% | +5,780+14.8% | Added |
| Toroso Investments, LLC | 44,961 | $1.72M | 0.00% | +2,439+5.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 45,000 | $1.72M | 0.01% | 00.0% | Unchanged |
| Heartland Advisors Inc | 45,489 | $1.74M | 0.08% | −426−0.9% | Reduced |
| Victory Capital Management Inc | 45,662 | $1.75M | 0.00% | +36+0.1% | Added |
| Nisa Investment Advisors, LLC | 45,888 | $1.76M | 0.01% | +2,554+5.9% | Added |
| Advisor Group Holdings, Inc. | 46,821 | $1.79M | 0.00% | +1,094+2.4% | Added |
| Advisors Asset Management, Inc. | 48,563 | $1.86M | 0.03% | −698−1.4% | Reduced |
| Intesa Sanpaolo S.p.A. | 50,181 | $1.92M | 0.07% | −32,619−39.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 50,204 | $1.92M | 0.00% | +5,173+11.5% | Added |
| Benedict Financial Advisors Inc | 50,590 | $1.94M | 0.38% | −2,633−4.9% | Reduced |
| Machina Capital S.A.S. | 51,534 | $1.97M | 0.31% | +37,515+267.6% | Added |
| Pathstone Holdings, LLC | 53,801 | $2.06M | 0.01% | +16,630+44.7% | Added |
| Bridgewater Advisors Inc. | 54,792 | $2.06M | 0.11% | +311+0.6% | Added |
| Prelude Capital Management, LLC | 55,698 | $2.13M | 0.16% | +17,590+46.2% | Added |
| Jain Global LLC | 56,012 | $2.15M | 0.03% | +56,012 | New |
| Secure Asset Management, LLC | 58,348 | $2.24M | 0.31% | +5,210+9.8% | Added |
| Oregon Public Employees Retirement Fund | 58,588 | $2.24M | 0.02% | +600+1.0% | Added |
| New Mexico Educational Retirement Board | 59,400 | $2.28M | 0.06% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 60,242 | $2.31M | 0.01% | +1,973+3.4% | Added |
| Gamco Investors, Inc. Et Al | 60,603 | $2.32M | 0.02% | +1,476+2.5% | Added |
| Kennedy Capital Management, Inc. | 63,121 | $2.42M | 0.04% | +29,359+87.0% | Added |
| Fifth Third Bancorp | 63,416 | $2.43M | 0.00% | −6,492−9.3% | Reduced |
| Thrivent Financial for Lutherans | 63,504 | $2.43M | 0.00% | −773−1.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 63,802 | $2.44M | 0.03% | +407+0.6% | Added |
| Citadel Advisors LLC | 65,412 | $2.51M | 0.00% | +26,699+69.0% | Added |
| Energy Income Partners, LLC | 65,916 | $2.53M | 0.04% | −432,434−86.8% | Reduced |
| Synergy Financial Management, LLC | 66,112 | $2.53M | 0.24% | −14,769−18.3% | Reduced |
| State of Michigan Retirement System | 66,371 | $2.54M | 0.01% | −1,700−2.5% | Reduced |
| Russell Investments Group, Ltd. | 68,180 | $2.61M | 0.00% | +2,036+3.1% | Added |