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 |
|---|---|---|---|---|---|
| Aurora Investment Counsel | 68,633 | $2.63M | 1.35% | −2,051−2.9% | Reduced |
| Ameritas Investment Partners, Inc. | 68,480 | $2.62M | 0.07% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 68,180 | $2.61M | 0.00% | +2,036+3.1% | Added |
| State of Michigan Retirement System | 66,371 | $2.54M | 0.01% | −1,700−2.5% | Reduced |
| Synergy Financial Management, LLC | 66,112 | $2.53M | 0.24% | −14,769−18.3% | Reduced |
| Energy Income Partners, LLC | 65,916 | $2.53M | 0.04% | −432,434−86.8% | Reduced |
| Citadel Advisors LLC | 65,412 | $2.51M | 0.00% | +26,699+69.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 63,802 | $2.44M | 0.03% | +407+0.6% | Added |
| Thrivent Financial for Lutherans | 63,504 | $2.43M | 0.00% | −773−1.2% | Reduced |
| Fifth Third Bancorp | 63,416 | $2.43M | 0.00% | −6,492−9.3% | Reduced |
| Kennedy Capital Management, Inc. | 63,121 | $2.42M | 0.04% | +29,359+87.0% | Added |
| Gamco Investors, Inc. Et Al | 60,603 | $2.32M | 0.02% | +1,476+2.5% | Added |
| Warren Averett Asset Management, LLC | 60,242 | $2.31M | 0.01% | +1,973+3.4% | Added |
| New Mexico Educational Retirement Board | 59,400 | $2.28M | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 58,588 | $2.24M | 0.02% | +600+1.0% | Added |
| Secure Asset Management, LLC | 58,348 | $2.24M | 0.31% | +5,210+9.8% | Added |
| Jain Global LLC | 56,012 | $2.15M | 0.03% | +56,012 | New |
| Prelude Capital Management, LLC | 55,698 | $2.13M | 0.16% | +17,590+46.2% | Added |
| Bridgewater Advisors Inc. | 54,792 | $2.06M | 0.11% | +311+0.6% | Added |
| Pathstone Holdings, LLC | 53,801 | $2.06M | 0.01% | +16,630+44.7% | Added |
| Machina Capital S.A.S. | 51,534 | $1.97M | 0.31% | +37,515+267.6% | Added |
| Benedict Financial Advisors Inc | 50,590 | $1.94M | 0.38% | −2,633−4.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 50,204 | $1.92M | 0.00% | +5,173+11.5% | Added |
| Intesa Sanpaolo S.p.A. | 50,181 | $1.92M | 0.07% | −32,619−39.4% | Reduced |
| Advisors Asset Management, Inc. | 48,563 | $1.86M | 0.03% | −698−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 46,821 | $1.79M | 0.00% | +1,094+2.4% | Added |
| Nisa Investment Advisors, LLC | 45,888 | $1.76M | 0.01% | +2,554+5.9% | Added |
| Victory Capital Management Inc | 45,662 | $1.75M | 0.00% | +36+0.1% | Added |
| Heartland Advisors Inc | 45,489 | $1.74M | 0.08% | −426−0.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 45,000 | $1.72M | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 44,961 | $1.72M | 0.00% | +2,439+5.7% | Added |
| Captrust Financial Advisors | 44,789 | $1.72M | 0.00% | +5,780+14.8% | Added |
| ExodusPoint Capital Management, LP | 44,666 | $1.71M | 0.02% | +39,626+786.2% | Added |
| Trium Capital LLP | 44,644 | $1.71M | 1.08% | +13,023+41.2% | Added |
| Mangrove Partners | 42,999 | $1.65M | 0.11% | 00.0% | Unchanged |
| Utah Retirement Systems | 42,987 | $1.65M | 0.02% | −2,482−5.5% | Reduced |
| Shelton Capital Management | 42,470 | $1.63M | 0.03% | −206−0.5% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 42,413 | $1.62M | 1.46% | −53−0.1% | Reduced |
| Colony Group, LLC | 39,799 | $1.52M | 0.00% | −532−1.3% | Reduced |
| Greenwood Capital Associates LLC | 39,464 | $1.51M | 0.15% | +39,464 | New |
| Radnor Capital Management, LLC | 39,235 | $1.50M | 0.21% | −825−2.1% | Reduced |
| Sequoia Financial Advisors, LLC | 39,212 | $1.50M | 0.01% | −62−0.2% | Reduced |
| Generali Asset Management SPA SGR | 39,006 | $1.49M | 0.03% | −5,729−12.8% | Reduced |
| JustInvest LLC | 38,324 | $1.47M | 0.01% | −3,044−7.4% | Reduced |
| GWM Advisors LLC | 37,939 | $1.45M | 0.00% | +1,038+2.8% | Added |
| Keebeck Alpha, LP | 37,813 | $1.45M | 3.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 37,225 | $1.43M | 0.01% | −15,322−29.2% | Reduced |
| Capital Innovations LLC | 36,596 | $1.40M | 0.36% | +36,596 | New |
| J.W. Cole Advisors, Inc. | 36,293 | $1.39M | 0.02% | +557+1.6% | Added |
| M&T Bank Corp | 36,200 | $1.39M | 0.00% | −4,629−11.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 35,247 | $1.35M | 0.01% | −155−0.4% | Reduced |
| Quadrant Capital Group LLC | 35,133 | $1.35M | 0.04% | +15,676+80.6% | Added |
| Clear Harbor Asset Management, LLC | 34,962 | $1.34M | 0.08% | −2,382−6.4% | Reduced |
| Xponance, Inc. | 34,927 | $1.34M | 0.01% | −146−0.4% | Reduced |
| Allstate Corp | 34,775 | $1.33M | 0.01% | +653+1.9% | Added |
| Christine Messmer PC | 34,500 | $1.32M | 0.74% | −750−2.1% | Reduced |
| Spirit of America Management Corp | 34,350 | $1.32M | 0.25% | 00.0% | Unchanged |
| Investors Research Corp | 33,767 | $1.29M | 0.23% | −883−2.5% | Reduced |
| New York Life Investment Management LLC | 33,588 | $1.29M | 0.01% | −166,351−83.2% | Reduced |
| Tower Research Capital LLC (TRC) | 32,628 | $1.25M | 0.03% | +20,560+170.4% | Added |
| Philadelphia Trust Co | 32,464 | $1.24M | 0.08% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 31,982 | $1.23M | 0.00% | −9,589−23.1% | Reduced |
| Pacer Advisors, Inc. | 31,809 | $1.22M | 0.00% | −1,793−5.3% | Reduced |
| Teacher Retirement System of Texas | 31,519 | $1.21M | 0.00% | −5,177−14.1% | Reduced |
| Kestra Advisory Services, LLC | 31,189 | $1.19M | 0.00% | −6,383−17.0% | Reduced |
| Neuberger Berman Group LLC | 31,084 | $1.19M | 0.00% | −4,902−13.6% | Reduced |
| D.A. Davidson & Co. | 31,064 | $1.19M | 0.01% | +16,736+116.8% | Added |
| CWM Advisors, LLC | 31,012 | $1.19M | 0.05% | +10,339+50.0% | Added |
| Moors & Cabot, Inc. | 30,768 | $1.18M | 0.05% | −140−0.5% | Reduced |
| Pathway Financial Advisers, LLC | 30,334 | $1.16M | 0.29% | −1,115−3.5% | Reduced |
| Nine Masts Capital Ltd | 30,000 | $1.15M | 0.13% | +30,000 | New |
| BLB&B Advisors, LLC | 29,807 | $1.14M | 0.04% | −11,421−27.7% | Reduced |
| Rothschild Investment LLC | 29,279 | $1.12M | 0.04% | +9,364+47.0% | Added |
| HB Wealth Management, LLC | 29,132 | $1.12M | 0.01% | +10,928+60.0% | Added |
| Vise Technologies, Inc. | 28,456 | $1.09M | 0.01% | −2,510−8.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 28,323 | $1.09M | 0.00% | −3,453−10.9% | Reduced |
| State of Alaska, Department of Revenue | 27,791 | $1.06M | 0.01% | −659−2.3% | Reduced |
| Blair William & Co | 27,420 | $1.05M | 0.00% | +6,943+33.9% | Added |
| Axxcess Wealth Management, LLC | 27,231 | $1.04M | 0.02% | +27,231 | New |
| Addison Capital Co | 27,101 | $1.04M | 0.17% | −2,877−9.6% | Reduced |
| Lee Financial Co | 27,016 | $1.03M | 0.13% | −93−0.3% | Reduced |
| Brevan Howard Capital Management LP | 26,990 | $1.03M | 0.01% | +12,158+82.0% | Added |
| Voya Investment Management LLC | 26,984 | $1.03M | 0.00% | −61,818−69.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 26,888 | $1.03M | 0.04% | +14+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 26,876 | $1.03M | 0.00% | −8,701−24.5% | Reduced |
| Atria Investments LLC | 26,706 | $1.02M | 0.01% | −8,492−24.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 26,658 | $1.02M | 0.17% | +750+2.9% | Added |
| Public Employees Retirement Association of Colorado | 26,545 | $1.02M | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 26,489 | $1.01M | 0.01% | +2,625+11.0% | Added |
| Swiss Life Asset Management Ltd | 26,444 | $1.01M | 0.00% | +1,183+4.7% | Added |
| apricus wealth, LLC | 26,262 | $1.01M | 0.48% | 00.0% | Unchanged |
| Blackhill Capital Inc | 26,041 | $997.6K | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 25,815 | $989.0K | 0.01% | −42,201−62.0% | Reduced |
| PW Nova Financial Services LLC | 25,252 | $967.4K | 0.21% | −113−0.4% | Reduced |
| Rodgers Brothers Inc. | 24,813 | $950.6K | 0.09% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 24,402 | $934.9K | 0.24% | +1,265+5.5% | Added |
| Wealthcare Advisory Partners LLC | 23,903 | $915.7K | 0.02% | −349−1.4% | Reduced |
| Hamrick Investment Counsel, llc | 23,896 | $915.5K | 0.61% | −12−0.1% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 23,763 | $910.4K | 0.13% | +23,763 | New |
| QRG Capital Management, Inc. | 23,408 | $896.8K | 0.01% | +537+2.3% | Added |