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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 68,480 | $2.62M | 0.07% | 00.0% | Unchanged |
| Aurora Investment Counsel | 68,633 | $2.63M | 1.35% | −2,051−2.9% | Reduced |
| Glenmede Trust Co NA | 71,234 | $2.73M | 0.01% | −18,843−20.9% | Reduced |
| Jacobi Capital Management LLC | 73,144 | $2.80M | 0.14% | +1,014+1.4% | Added |
| Arizona State Retirement System | 74,263 | $2.85M | 0.01% | −3,493−4.5% | Reduced |
| Abn Amro Investment Solutions | 75,980 | $2.91M | 0.03% | −25,050−24.8% | Reduced |
| Bridgewater Associates, LP | 77,551 | $2.97M | 0.01% | +2,578+3.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 78,000 | $2.99M | 0.00% | +78,000 | New |
| Great Lakes Advisors, LLC | 78,045 | $2.99M | 0.02% | +78,045 | New |
| Vontobel Holding Ltd. | 78,203 | $3.00M | 0.01% | −19,382−19.9% | Reduced |
| State of New Jersey Common Pension Fund D | 78,493 | $3.01M | 0.01% | 00.0% | Unchanged |
| Odyssean, LLC | 79,254 | $3.04M | 0.49% | +79,254 | New |
| Man Group plc | 80,000 | $3.06M | 0.01% | +80,000 | New |
| A. D. Beadell Investment Counsel, Inc. | 80,220 | $3.07M | 1.97% | +3,430+4.5% | Added |
| Yousif Capital Management, LLC | 80,725 | $3.09M | 0.03% | −4,613−5.4% | Reduced |
| Public Employees Retirement System of Ohio | 80,726 | $3.09M | 0.01% | −901−1.1% | Reduced |
| Polar Asset Management Partners Inc. | 80,780 | $3.09M | 0.06% | +55,780+223.1% | Added |
| Envestnet Asset Management Inc | 81,214 | $3.11M | 0.00% | +9,637+13.5% | Added |
| Agf Management Ltd | 81,858 | $3.14M | 0.01% | −12,704−13.4% | Reduced |
| Trilogy Capital Inc. | 82,885 | $3.18M | 0.12% | +1,833+2.3% | Added |
| Louisiana State Employees Retirement System | 83,000 | $3.18M | 0.05% | +1,000+1.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 83,190 | $3.19M | 0.01% | +13,055+18.6% | Added |
| Cambiar Investors LLC | 83,667 | $3.21M | 0.14% | −559−0.7% | Reduced |
| Wellington Management Group LLP | 83,988 | $3.22M | 0.00% | −427,597−83.6% | Reduced |
| Bryn Mawr Trust Co | 84,030 | $3.22M | 0.07% | −1,328−1.6% | Reduced |
| Texas Yale Capital Corp. | 84,138 | $3.22M | 0.07% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 84,819 | $3.25M | 0.02% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 85,800 | $3.29M | 0.01% | +23,500+37.7% | Added |
| CoreCommodity Management, LLC | 86,836 | $3.33M | 0.66% | +44,727+106.2% | Added |
| Inspire Advisors, LLC | 88,020 | $3.36M | 0.23% | +14,312+19.4% | Added |
| SRS Capital Advisors, Inc. | 88,802 | $3.40M | 0.02% | +87,556+7,027.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 96,716 | $3.41M | 0.01% | +8,698+9.9% | Added |
| BNP Paribas Arbitrage, SA | 89,334 | $3.42M | 0.00% | −5,975−6.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 90,736 | $3.48M | 0.01% | +150+0.2% | Added |
| First National Bank & Trust Co of Newtown | 87,439 | $3.48M | 0.71% | −5,500−5.9% | Reduced |
| HighTower Advisors, LLC | 92,130 | $3.53M | 0.00% | −7,686−7.7% | Reduced |
| Brown Advisory Inc | 94,400 | $3.62M | 0.01% | −185−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 97,433 | $3.73M | 0.01% | +2,621+2.8% | Added |
| Mercer Global Advisors Inc | 98,527 | $3.77M | 0.00% | +33,531+51.6% | Added |
| First Manhattan Co | 101,101 | $3.87M | 0.01% | −10,718−9.6% | Reduced |
| Cerity Partners LLC | 104,650 | $4.01M | 0.00% | +33,091+46.2% | Added |
| Mutual of America Capital Management LLC | 105,287 | $4.03M | 0.04% | −3,156−2.9% | Reduced |
| NFJ Investment Group, LLC | 105,602 | $4.05M | 0.14% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 106,897 | $4.10M | 0.01% | −1,925−1.8% | Reduced |
| Vanguard Global Advisers, LLC | 107,822 | $4.13M | 0.00% | −9,042−7.7% | Reduced |
| Hennessy Advisors Inc | 112,300 | $4.30M | 0.14% | +12,000+12.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 113,001 | $4.33M | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 114,308 | $4.38M | 0.06% | −875−0.8% | Reduced |
| Jupiter Topco LLC | 118,200 | $4.53M | 0.00% | +118,200 | New |
| Toth Financial Advisory Corp | 120,367 | $4.61M | 0.45% | −9,953−7.6% | Reduced |
| Treasurer of the State of North Carolina | 120,619 | $4.62M | 0.01% | +560+0.5% | Added |
| Van Eck Associates Corp | 120,658 | $4.62M | 0.00% | −52,803−30.4% | Reduced |
| SEI Investments Co | 124,417 | $4.77M | 0.00% | −5,609−4.3% | Reduced |
| Alps Advisors Inc | 125,429 | $4.81M | 0.02% | +3,727+3.1% | Added |
| Amalgamated Bank | 126,216 | $4.83M | 0.03% | −2,784−2.2% | Reduced |
| Baird Financial Group, Inc. | 126,558 | $4.85M | 0.01% | −2,630−2.0% | Reduced |
| Coston, McIsaac & Partners | 128,308 | $4.91M | 0.99% | +6,229+5.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 129,436 | $4.96M | 0.04% | +7,539+6.2% | Added |
| Hamilton Point Investment Advisors, LLC | 130,855 | $5.01M | 0.71% | −1,235−0.9% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 133,442 | $5.11M | 0.15% | +53,935+67.8% | Added |
| MetLife Investment Management | 136,553 | $5.23M | 0.02% | −2,609−1.9% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 137,908 | $5.28M | 0.04% | +73,600+114.4% | Added |
| Ieq Capital, LLC | 138,340 | $5.30M | 0.02% | +125,871+1,009.5% | Added |
| State of Wisconsin Investment Board | 139,695 | $5.35M | 0.01% | −15,325−9.9% | Reduced |
| Guggenheim Capital LLC | 140,272 | $5.37M | 0.03% | −8,309−5.6% | Reduced |
| TD Asset Management Inc | 140,758 | $5.39M | 0.00% | +9,925+7.6% | Added |
| Toronto Dominion Bank | 141,089 | $5.41M | 0.01% | −311,259−68.8% | Reduced |
| Bank of Montreal | 142,094 | $5.44M | 0.00% | +5,895+4.3% | Added |
| Storebrand Asset Management AS | 145,577 | $5.58M | 0.01% | −45,518−23.8% | Reduced |
| Candriam Luxembourg S.C.A. | 150,268 | $5.75M | 0.03% | −5,537−3.6% | Reduced |
| Wills Financial Group LLC | 152,307 | $5.83M | 2.12% | −590−0.4% | Reduced |
| Point72 Asset Management, L.P. | 153,300 | $5.87M | 0.01% | +78,379+104.6% | Added |
| Quantbot Technologies LP | 155,290 | $5.95M | 0.23% | +143,079+1,171.7% | Added |
| South Dakota Investment Council | 155,499 | $5.96M | 0.10% | +4,531+3.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 155,782 | $5.97M | 0.01% | −25,714−14.2% | Reduced |
| APG Asset Management N.V. | 182,451 | $6.11M | 0.02% | +56,113+44.4% | Added |
| Covea Finance | 161,500 | $6.19M | 0.20% | +96,000+146.6% | Added |
| Janney Montgomery Scott LLC | 165,749 | $6.35M | 0.01% | +605+0.4% | Added |
| Tudor Investment Corp Et Al | 168,187 | $6.44M | 0.03% | −1,217,708−87.9% | Reduced |
| Deutsche Bank AG | 170,133 | $6.52M | 0.00% | −85,514−33.5% | Reduced |
| Mariner, LLC | 171,350 | $6.56M | 0.01% | +98,143+134.1% | Added |
| NewSquare Capital LLC | 171,674 | $6.58M | 0.49% | +7,680+4.7% | Added |
| Macquarie Group Ltd | 172,270 | $6.60M | 0.03% | +30,329+21.4% | Added |
| Allworth Financial LP | 172,667 | $6.61M | 0.03% | −9,389−5.2% | Reduced |
| Abc Arbitrage SA | 180,276 | $6.91M | 0.75% | +66,294+58.2% | Added |
| The PNC Financial Services Group, Inc. | 182,214 | $6.98M | 0.00% | −5,006−2.7% | Reduced |
| Barclays PLC | 196,584 | $7.53M | 0.00% | −39,800−16.8% | Reduced |
| XTX Topco Ltd | 197,874 | $7.58M | 0.10% | −12,294−5.8% | Reduced |
| Creative Planning | 201,982 | $7.74M | 0.00% | +1,340+0.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 202,400 | $7.75M | 0.01% | −13,457−6.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 211,374 | $8.10M | 0.66% | −2,137−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 214,829 | $8.23M | 0.01% | −1,734−0.8% | Reduced |
| Vanguard Investments Australia, Ltd. | 219,016 | $8.39M | 0.02% | +6,951+3.3% | Added |
| Quantinno Capital Management LP | 222,971 | $8.54M | 0.01% | +43,384+24.2% | Added |
| Vanguard Asset Management, Ltd | 225,968 | $8.66M | 0.01% | −28,199−11.1% | Reduced |
| Standard Life Aberdeen plc | 227,500 | $8.72M | 0.01% | +92,600+68.6% | Added |
| AdvisorNet Financial, Inc | 232,696 | $8.91M | 0.41% | +440.0% | Added |
| Renaissance Technologies LLC | 235,283 | $9.01M | 0.01% | +235,283 | New |
| Meiji Yasuda Asset Management Co Ltd. | 236,193 | $9.05M | 0.41% | +12,925+5.8% | Added |
| Marshall Wace, LLP | 237,937 | $9.12M | 0.01% | +191,237+409.5% | Added |