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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 23,330 | $893.8K | 0.01% | +12,520+115.8% | Added |
| Gsa Capital Partners LLP | 23,277 | $892.0K | 0.06% | −18,156−43.8% | Reduced |
| BFSG, LLC | 22,752 | $871.6K | 0.08% | +18,946+497.8% | Added |
| Key Financial Inc | 21,643 | $829.1K | 0.14% | −3,566−14.1% | Reduced |
| Securian Asset Management, Inc | 20,884 | $828.9K | 0.03% | +26+0.1% | Added |
| Ethic Inc. | 21,478 | $822.8K | 0.01% | −1,035−4.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 21,187 | $811.7K | 0.01% | −3,491−14.1% | Reduced |
| Aspire Private Capital, LLC | 21,176 | $811.3K | 0.17% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 20,920 | $801.4K | 0.30% | +10,254+96.1% | Added |
| Holos Integrated Wealth LLC | 20,455 | $799.4K | 0.37% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 20,829 | $797.9K | 0.00% | +6,980+50.4% | Added |
| Sanctuary Advisors, LLC | 20,454 | $783.6K | 0.00% | +10,025+96.1% | Added |
| Perigon Wealth Management, LLC | 20,325 | $778.6K | 0.01% | −5,430−21.1% | Reduced |
| Two Sigma Investments, LP | 20,318 | $778.4K | 0.00% | +20,318 | New |
| Summit Financial, LLC | 20,297 | $777.6K | 0.01% | +270+1.3% | Added |
| IFM Investors Pty Ltd | 20,249 | $775.7K | 0.01% | +200+1.0% | Added |
| Summit Trail Advisors, LLC | 20,040 | $767.7K | 0.01% | +1,243+6.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 19,851 | $760.5K | 0.01% | −274,403−93.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,583 | $750.2K | 0.00% | +1,715+9.6% | Added |
| Schnieders Capital Management, LLC. | 19,321 | $740.2K | 0.10% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 19,014 | $728.4K | 0.01% | −7,888−29.3% | Reduced |
| Lido Advisors, LLC | 18,996 | $727.7K | 0.00% | +356+1.9% | Added |
| Penobscot Investment Management Company, Inc. | 18,975 | $726.9K | 0.05% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 18,685 | $715.8K | 0.28% | +740+4.1% | Added |
| Fiduciary Trust Co | 18,630 | $713.7K | 0.01% | −1,268−6.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 18,554 | $710.8K | 0.09% | −1,805−8.9% | Reduced |
| HSBC Holdings PLC | 18,307 | $708.1K | 0.00% | +1,217+7.1% | Added |
| Willow Creek Capital Management, Inc. | 18,417 | $705.6K | 0.69% | +18,417 | New |
| Chesapeake Capital Corp | 18,273 | $700.0K | 0.38% | +3,069+20.2% | Added |
| Agp Franklin, LLC | 18,246 | $699.0K | 0.30% | −15,603−46.1% | Reduced |
| Crossmark Global Holdings, Inc. | 18,229 | $698.4K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 18,224 | $698.2K | 0.00% | −1,141−5.9% | Reduced |
| Integrated Wealth Concepts LLC | 17,862 | $684.3K | 0.00% | +4,391+32.6% | Added |
| Truist Financial Corp | 17,695 | $677.9K | 0.00% | +3,218+22.2% | Added |
| Costello Asset Management, INC | 17,644 | $675.9K | 0.20% | −1,326−7.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 17,096 | $655.4K | 0.00% | −354,434−95.4% | Reduced |
| Haverford Trust Co | 17,036 | $652.6K | 0.01% | −2,478−12.7% | Reduced |
| DnB Asset Management AS | 17,003 | $651.4K | 0.00% | −1,559−8.4% | Reduced |
| Everett Harris & Co | 17,000 | $651.3K | 0.01% | +1,000+6.3% | Added |
| Belpointe Asset Management LLC | 16,857 | $645.8K | 0.02% | −489−2.8% | Reduced |
| Smithfield Trust Co | 16,524 | $634.0K | 0.03% | −745−4.3% | Reduced |
| Farther Finance Advisors, LLC | 16,440 | $629.9K | 0.00% | −2,292−12.2% | Reduced |
| Virtue Capital Management, LLC | 16,422 | $629.1K | 0.08% | −2,733−14.3% | Reduced |
| Two Sigma Securities, LLC | 16,350 | $626.4K | 0.05% | +16,350 | New |
| Prudential Financial Inc | 16,222 | $621.5K | 0.00% | −745−4.4% | Reduced |
| Wealthspire Advisors, LLC | 16,131 | $618.0K | 0.00% | −356−2.2% | Reduced |
| United Capital Financial Advisers, LLC | 16,033 | $614.2K | 0.00% | −8,498−34.6% | Reduced |
| Versor Investments LP | 15,762 | $603.8K | 1.27% | +3,349+27.0% | Added |
| Loudon Investment Management, LLC | 15,463 | $592.4K | 0.29% | 00.0% | Unchanged |
| Everence Capital Management Inc | 15,343 | $588.0K | 0.03% | −1,489−8.8% | Reduced |
| Rockefeller Capital Management L.P. | 15,274 | $585.2K | 0.00% | +1,149+8.1% | Added |
| MAI Capital Management | 14,831 | $568.2K | 0.00% | +7,365+98.6% | Added |
| Holocene Advisors, LP | 14,539 | $557.0K | 0.00% | 00.0% | Unchanged |
| Blossom Wealth Management | 14,521 | $556.3K | 0.78% | −548−3.6% | Reduced |
| Resurgent Financial Advisors LLC | 14,413 | $552.2K | 0.15% | 00.0% | Unchanged |
| Aristotle Capital Boston, LLC | 14,388 | $551.2K | 0.04% | −4,852−25.2% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 14,259 | $546.3K | 0.02% | +1,012+7.6% | Added |
| Ingalls & Snyder LLC | 14,022 | $537.0K | 0.01% | −188−1.3% | Reduced |
| First Citizens Bank & Trust Co | 13,957 | $534.7K | 0.01% | +432+3.2% | Added |
| Jump Financial, LLC | 13,835 | $530.0K | 0.00% | +13,835 | New |
| Envestnet Portfolio Solutions, Inc. | 13,801 | $528.7K | 0.00% | +170+1.2% | Added |
| Equitable Holdings, Inc. | 13,779 | $527.9K | 0.00% | −737−5.1% | Reduced |
| Nomura Holdings Inc | 13,659 | $523.3K | 0.00% | +2,035+17.5% | Added |
| First Pacific Financial | 13,593 | $520.7K | 0.06% | −1,100−7.5% | Reduced |
| Red Door Wealth Management, LLC | 13,523 | $518.1K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 13,509 | $517.5K | 0.00% | −677−4.8% | Reduced |
| Meeder Advisory Services, Inc. | 13,487 | $516.7K | 0.02% | −1,547−10.3% | Reduced |
| Sivia Capital Partners, LLC | 13,461 | $515.7K | 0.06% | +7,830+139.1% | Added |
| Pullen Investment Management, LLC | 12,962 | $496.6K | 0.23% | +581+4.7% | Added |
| Peoples Bank | 12,952 | $496.2K | 0.48% | −625−4.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 12,784 | $489.8K | 0.43% | 00.0% | Unchanged |
| Himension Fund | 12,371 | $473.9K | 0.03% | +12,371 | New |
| Compass Ion Advisors, LLC | 12,250 | $469.3K | 0.04% | −7−0.1% | Reduced |
| American Century Companies Inc | 12,222 | $468.2K | 0.00% | −132,313−91.5% | Reduced |
| Mitchell Sinkler & Starr | 12,177 | $466.5K | 0.19% | +265+2.2% | Added |
| Whittier Trust Co of Nevada Inc | 11,870 | $463.9K | 0.01% | −2,500−17.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 12,000 | $459.7K | 0.02% | +12,000 | New |
| SummitTX Capital, L.P. | 11,744 | $449.9K | 0.01% | +11,744 | New |
| WealthTrust Axiom LLC | 11,607 | $444.7K | 0.10% | +187+1.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,436 | $438.1K | 0.24% | 00.0% | Unchanged |
| Clean Yield Group | 11,379 | $435.9K | 0.11% | −1,350−10.6% | Reduced |
| Chase Investment Counsel Corp | 11,267 | $431.0K | 0.09% | +744+7.1% | Added |
| Readystate Asset Management LP | 11,212 | $429.5K | 0.02% | +11,212 | New |
| CIBC Asset Management Inc | 11,181 | $428.3K | 0.00% | +310+2.9% | Added |
| SS&H Financial Advisors, Inc. | 11,074 | $424.0K | 0.11% | +11,074 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,061 | $423.9K | 0.00% | −163−1.5% | Reduced |
| Quaker Wealth Management, LLC | 10,957 | $419.8K | 0.12% | −6−0.1% | Reduced |
| Independent Advisor Alliance | 10,956 | $419.7K | 0.01% | +67+0.6% | Added |
| Coastal Bridge Advisors, LLC | 10,945 | $419.3K | 0.03% | +10.0% | Added |
| Bernardo Wealth Planning LLC | 10,796 | $413.6K | 0.07% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 10,653 | $408.1K | 0.01% | +200+1.9% | Added |
| Dorsey & Whitney Trust CO LLC | 10,633 | $407.4K | 0.02% | −176−1.6% | Reduced |
| EagleClaw Capital Managment, LLC | 10,627 | $407.1K | 0.05% | −425−3.8% | Reduced |
| TD Waterhouse Canada Inc. | 10,473 | $398.3K | 0.00% | +421+4.2% | Added |
| Gateway Investment Advisers LLC | 10,363 | $397.0K | 0.00% | −93,657−90.0% | Reduced |
| Neo Ivy Capital Management | 10,363 | $397.0K | 0.09% | +10,363 | New |
| Atomi Financial Group, Inc. | 10,309 | $395.0K | 0.01% | −877−7.8% | Reduced |
| Great Valley Advisor Group, Inc. | 10,272 | $393.5K | 0.01% | +34+0.3% | Added |
| Ashton Thomas Private Wealth, LLC | 10,142 | $388.5K | 0.01% | +10,142 | New |
| Institute for Wealth Management, LLC. | 9,972 | $382.0K | 0.03% | 00.0% | Unchanged |