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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 244,227 | $9.36M | 0.01% | −1,500,452−86.0% | Reduced |
| Nuance Investments, LLC | 238,896 | $9.15M | 1.56% | +44,096+22.6% | Added |
| Marshall Wace, LLP | 237,937 | $9.12M | 0.01% | +191,237+409.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 236,193 | $9.05M | 0.41% | +12,925+5.8% | Added |
| Renaissance Technologies LLC | 235,283 | $9.01M | 0.01% | +235,283 | New |
| AdvisorNet Financial, Inc | 232,696 | $8.91M | 0.41% | +440.0% | Added |
| Standard Life Aberdeen plc | 227,500 | $8.72M | 0.01% | +92,600+68.6% | Added |
| Vanguard Asset Management, Ltd | 225,968 | $8.66M | 0.01% | −28,199−11.1% | Reduced |
| Quantinno Capital Management LP | 222,971 | $8.54M | 0.01% | +43,384+24.2% | Added |
| Vanguard Investments Australia, Ltd. | 219,016 | $8.39M | 0.02% | +6,951+3.3% | Added |
| Commonwealth Equity Services, LLC | 214,829 | $8.23M | 0.01% | −1,734−0.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 211,374 | $8.10M | 0.66% | −2,137−1.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 202,400 | $7.75M | 0.01% | −13,457−6.2% | Reduced |
| Creative Planning | 201,982 | $7.74M | 0.00% | +1,340+0.7% | Added |
| XTX Topco Ltd | 197,874 | $7.58M | 0.10% | −12,294−5.8% | Reduced |
| Barclays PLC | 196,584 | $7.53M | 0.00% | −39,800−16.8% | Reduced |
| The PNC Financial Services Group, Inc. | 182,214 | $6.98M | 0.00% | −5,006−2.7% | Reduced |
| Abc Arbitrage SA | 180,276 | $6.91M | 0.75% | +66,294+58.2% | Added |
| Allworth Financial LP | 172,667 | $6.61M | 0.03% | −9,389−5.2% | Reduced |
| Macquarie Group Ltd | 172,270 | $6.60M | 0.03% | +30,329+21.4% | Added |
| NewSquare Capital LLC | 171,674 | $6.58M | 0.49% | +7,680+4.7% | Added |
| Mariner, LLC | 171,350 | $6.56M | 0.01% | +98,143+134.1% | Added |
| Deutsche Bank AG | 170,133 | $6.52M | 0.00% | −85,514−33.5% | Reduced |
| Tudor Investment Corp Et Al | 168,187 | $6.44M | 0.03% | −1,217,708−87.9% | Reduced |
| Janney Montgomery Scott LLC | 165,749 | $6.35M | 0.01% | +605+0.4% | Added |
| Covea Finance | 161,500 | $6.19M | 0.20% | +96,000+146.6% | Added |
| APG Asset Management N.V. | 182,451 | $6.11M | 0.02% | +56,113+44.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 155,782 | $5.97M | 0.01% | −25,714−14.2% | Reduced |
| South Dakota Investment Council | 155,499 | $5.96M | 0.10% | +4,531+3.0% | Added |
| Quantbot Technologies LP | 155,290 | $5.95M | 0.23% | +143,079+1,171.7% | Added |
| Point72 Asset Management, L.P. | 153,300 | $5.87M | 0.01% | +78,379+104.6% | Added |
| Wills Financial Group LLC | 152,307 | $5.83M | 2.12% | −590−0.4% | Reduced |
| Candriam Luxembourg S.C.A. | 150,268 | $5.75M | 0.03% | −5,537−3.6% | Reduced |
| Storebrand Asset Management AS | 145,577 | $5.58M | 0.01% | −45,518−23.8% | Reduced |
| Bank of Montreal | 142,094 | $5.44M | 0.00% | +5,895+4.3% | Added |
| Toronto Dominion Bank | 141,089 | $5.41M | 0.01% | −311,259−68.8% | Reduced |
| TD Asset Management Inc | 140,758 | $5.39M | 0.00% | +9,925+7.6% | Added |
| Guggenheim Capital LLC | 140,272 | $5.37M | 0.03% | −8,309−5.6% | Reduced |
| State of Wisconsin Investment Board | 139,695 | $5.35M | 0.01% | −15,325−9.9% | Reduced |
| Ieq Capital, LLC | 138,340 | $5.30M | 0.02% | +125,871+1,009.5% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 137,908 | $5.28M | 0.04% | +73,600+114.4% | Added |
| MetLife Investment Management | 136,553 | $5.23M | 0.02% | −2,609−1.9% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 133,442 | $5.11M | 0.15% | +53,935+67.8% | Added |
| Hamilton Point Investment Advisors, LLC | 130,855 | $5.01M | 0.71% | −1,235−0.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 129,436 | $4.96M | 0.04% | +7,539+6.2% | Added |
| Coston, McIsaac & Partners | 128,308 | $4.91M | 0.99% | +6,229+5.1% | Added |
| Baird Financial Group, Inc. | 126,558 | $4.85M | 0.01% | −2,630−2.0% | Reduced |
| Amalgamated Bank | 126,216 | $4.83M | 0.03% | −2,784−2.2% | Reduced |
| Alps Advisors Inc | 125,429 | $4.81M | 0.02% | +3,727+3.1% | Added |
| SEI Investments Co | 124,417 | $4.77M | 0.00% | −5,609−4.3% | Reduced |
| Van Eck Associates Corp | 120,658 | $4.62M | 0.00% | −52,803−30.4% | Reduced |
| Treasurer of the State of North Carolina | 120,619 | $4.62M | 0.01% | +560+0.5% | Added |
| Toth Financial Advisory Corp | 120,367 | $4.61M | 0.45% | −9,953−7.6% | Reduced |
| Jupiter Topco LLC | 118,200 | $4.53M | 0.00% | +118,200 | New |
| HM Payson & Co | 114,308 | $4.38M | 0.06% | −875−0.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 113,001 | $4.33M | 0.00% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 112,300 | $4.30M | 0.14% | +12,000+12.0% | Added |
| Vanguard Global Advisers, LLC | 107,822 | $4.13M | 0.00% | −9,042−7.7% | Reduced |
| State of Tennessee, Treasury Department | 106,897 | $4.10M | 0.01% | −1,925−1.8% | Reduced |
| NFJ Investment Group, LLC | 105,602 | $4.05M | 0.14% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 105,287 | $4.03M | 0.04% | −3,156−2.9% | Reduced |
| Cerity Partners LLC | 104,650 | $4.01M | 0.00% | +33,091+46.2% | Added |
| First Manhattan Co | 101,101 | $3.87M | 0.01% | −10,718−9.6% | Reduced |
| Mercer Global Advisors Inc | 98,527 | $3.77M | 0.00% | +33,531+51.6% | Added |
| Federation des caisses Desjardins du Quebec | 97,433 | $3.73M | 0.01% | +2,621+2.8% | Added |
| Brown Advisory Inc | 94,400 | $3.62M | 0.01% | −185−0.2% | Reduced |
| HighTower Advisors, LLC | 92,130 | $3.53M | 0.00% | −7,686−7.7% | Reduced |
| First National Bank & Trust Co of Newtown | 87,439 | $3.48M | 0.71% | −5,500−5.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 90,736 | $3.48M | 0.01% | +150+0.2% | Added |
| BNP Paribas Arbitrage, SA | 89,334 | $3.42M | 0.00% | −5,975−6.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 96,716 | $3.41M | 0.01% | +8,698+9.9% | Added |
| SRS Capital Advisors, Inc. | 88,802 | $3.40M | 0.02% | +87,556+7,027.0% | Added |
| Inspire Advisors, LLC | 88,020 | $3.36M | 0.23% | +14,312+19.4% | Added |
| CoreCommodity Management, LLC | 86,836 | $3.33M | 0.66% | +44,727+106.2% | Added |
| KLP Kapitalforvaltning AS | 85,800 | $3.29M | 0.01% | +23,500+37.7% | Added |
| Teachers Retirement System of the State of Kentucky | 84,819 | $3.25M | 0.02% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 84,138 | $3.22M | 0.07% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 84,030 | $3.22M | 0.07% | −1,328−1.6% | Reduced |
| Wellington Management Group LLP | 83,988 | $3.22M | 0.00% | −427,597−83.6% | Reduced |
| Cambiar Investors LLC | 83,667 | $3.21M | 0.14% | −559−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 83,190 | $3.19M | 0.01% | +13,055+18.6% | Added |
| Louisiana State Employees Retirement System | 83,000 | $3.18M | 0.05% | +1,000+1.2% | Added |
| Trilogy Capital Inc. | 82,885 | $3.18M | 0.12% | +1,833+2.3% | Added |
| Agf Management Ltd | 81,858 | $3.14M | 0.01% | −12,704−13.4% | Reduced |
| Envestnet Asset Management Inc | 81,214 | $3.11M | 0.00% | +9,637+13.5% | Added |
| Polar Asset Management Partners Inc. | 80,780 | $3.09M | 0.06% | +55,780+223.1% | Added |
| Public Employees Retirement System of Ohio | 80,726 | $3.09M | 0.01% | −901−1.1% | Reduced |
| Yousif Capital Management, LLC | 80,725 | $3.09M | 0.03% | −4,613−5.4% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 80,220 | $3.07M | 1.97% | +3,430+4.5% | Added |
| Man Group plc | 80,000 | $3.06M | 0.01% | +80,000 | New |
| Odyssean, LLC | 79,254 | $3.04M | 0.49% | +79,254 | New |
| State of New Jersey Common Pension Fund D | 78,493 | $3.01M | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 78,203 | $3.00M | 0.01% | −19,382−19.9% | Reduced |
| Great Lakes Advisors, LLC | 78,045 | $2.99M | 0.02% | +78,045 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 78,000 | $2.99M | 0.00% | +78,000 | New |
| Bridgewater Associates, LP | 77,551 | $2.97M | 0.01% | +2,578+3.4% | Added |
| Abn Amro Investment Solutions | 75,980 | $2.91M | 0.03% | −25,050−24.8% | Reduced |
| Arizona State Retirement System | 74,263 | $2.85M | 0.01% | −3,493−4.5% | Reduced |
| Jacobi Capital Management LLC | 73,144 | $2.80M | 0.14% | +1,014+1.4% | Added |
| Glenmede Trust Co NA | 71,234 | $2.73M | 0.01% | −18,843−20.9% | Reduced |