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 |
|---|---|---|---|---|---|
| Univest Financial Corp | 9,824 | $376.4K | 0.02% | +4,645+89.7% | Added |
| Foundations Investment Advisors, LLC | 9,822 | $376.3K | 0.00% | +536+5.8% | Added |
| Kathmere Capital Management, LLC | 9,672 | $370.5K | 0.02% | −4,627−32.4% | Reduced |
| CX Institutional | 9,573 | $367.0K | 0.01% | +809+9.2% | Added |
| Buckingham Strategic Partners | 9,543 | $365.6K | 0.00% | +9,543 | New |
| Frec Markets, Inc. | 9,502 | $364.0K | 0.03% | +9,502 | New |
| HBK Sorce Advisory LLC | 9,065 | $358.9K | 0.01% | −2,764−23.4% | Reduced |
| Atom Investors LP | 9,350 | $358.2K | 0.03% | +9,350 | New |
| Glen Eagle Advisors, LLC | 9,334 | $357.6K | 0.05% | +227+2.5% | Added |
| Apella Capital, LLC | 9,106 | $355.9K | 0.01% | +711+8.5% | Added |
| Brighton Jones LLC | 9,265 | $354.9K | 0.01% | +2,735+41.9% | Added |
| Krilogy Financial LLC | 9,075 | $347.7K | 0.01% | +3,596+65.6% | Added |
| Eastern Bank | 8,848 | $339.0K | 0.01% | +3,786+74.8% | Added |
| Sterling Capital Management LLC | 8,645 | $331.2K | 0.01% | −938−9.8% | Reduced |
| CenterBook Partners LP | 8,605 | $329.7K | 0.02% | −38,757−81.8% | Reduced |
| RIA Advisory Group LLC | 8,570 | $328.3K | 0.07% | −25−0.3% | Reduced |
| DRW Securities, LLC | 8,523 | $326.5K | 0.02% | +8,523 | New |
| Cozad Asset Management Inc | 8,450 | $323.7K | 0.02% | +1,450+20.7% | Added |
| Central Trust Co | 8,444 | $323.5K | 0.01% | −1,020−10.8% | Reduced |
| Modern Wealth Management, LLC | 8,444 | $323.5K | 0.00% | −595−6.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 8,359 | $322.1K | 0.01% | +8,359 | New |
| Financial Services Advisory Inc | 8,374 | $320.8K | 0.08% | +40.0% | Added |
| North Dakota State Investment Board | 8,340 | $319.5K | 0.01% | +141+1.7% | Added |
| STRS Ohio | 8,312 | $318.4K | 0.00% | +1,604+23.9% | Added |
| Seeds Investor LLC | 8,284 | $317.4K | 0.03% | −2,330−22.0% | Reduced |
| Glenview Trust Co | 8,274 | $317.0K | 0.00% | −18−0.2% | Reduced |
| Rowland & Co Investment Counsel | 8,252 | $316.2K | 0.06% | −111−1.3% | Reduced |
| KBC Group NV | 8,119 | $311.0K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 8,102 | $310.4K | 0.00% | −90−1.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,099 | $310.3K | 0.10% | +121+1.5% | Added |
| Fifth Third Wealth Advisors LLC | 8,086 | $309.8K | 0.01% | −67−0.8% | Reduced |
| Schroder Investment Management Group | 8,041 | $309.0K | 0.00% | −4,862−37.7% | Reduced |
| EP Wealth Advisors, LLC | 8,041 | $308.0K | 0.00% | −975−10.8% | Reduced |
| MML Investors Services, LLC | 8,013 | $307.0K | 0.00% | +1,919+31.5% | Added |
| Tompkins Financial Corp | 7,967 | $305.2K | 0.02% | +400+5.3% | Added |
| Signaturefd, LLC | 7,950 | $304.6K | 0.00% | −383−4.6% | Reduced |
| Ritholtz Wealth Management | 7,868 | $301.4K | 0.00% | +7,868 | New |
| Guinness Asset Management LTD | 7,851 | $300.8K | 0.01% | +3,000+61.8% | Added |
| Mendel Money Management | 7,815 | $299.4K | 0.11% | −1,525−16.3% | Reduced |
| GSG Advisors LLC | 7,810 | $299.2K | 0.07% | +10.0% | Added |
| Keybank National Association | 7,767 | $297.6K | 0.00% | −1,392−15.2% | Reduced |
| RSM US Wealth Management LLC | 7,754 | $297.1K | 0.00% | +71+0.9% | Added |
| Armstrong Advisory Group, Inc | 7,751 | $296.9K | 0.02% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 7,714 | $295.5K | 0.08% | 00.0% | Unchanged |
| Flagship Capital Management Inc. | 7,595 | $291.0K | 0.18% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 7,535 | $288.7K | 0.14% | +300+4.1% | Added |
| GAMMA Investing LLC | 7,524 | $288.2K | 0.01% | −2,997−28.5% | Reduced |
| Birch Hill Investment Advisors LLC | 7,484 | $286.7K | 0.01% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 7,371 | $282.4K | 0.12% | −4,372−37.2% | Reduced |
| Polymer Capital Management (US) LLC | 7,159 | $274.3K | 0.04% | +7,159 | New |
| Johnson Investment Counsel Inc | 7,142 | $273.6K | 0.00% | +8+0.1% | Added |
| RTD Financial Advisors, Inc. | 7,103 | $272.1K | 0.03% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,915 | $264.9K | 0.00% | −279−3.9% | Reduced |
| PTM Wealth Management, LLC | 6,659 | $263.7K | 0.12% | +161+2.5% | Added |
| Assetmark, Inc | 6,852 | $262.5K | 0.00% | −68−1.0% | Reduced |
| Vident Advisory, LLC | 6,797 | $260.4K | 0.00% | −157−2.3% | Reduced |
| Northstar Asset Management LLC | 6,500 | $257.5K | 0.05% | 00.0% | Unchanged |
| Kennedy Investment Group | 6,707 | $256.9K | 0.09% | −8−0.1% | Reduced |
| Armistice Capital, LLC | 6,604 | $253.0K | 0.01% | +6,604 | New |
| Romano Brothers and Company | 6,591 | $252.5K | 0.03% | −50−0.8% | Reduced |
| S Harris Financial Group, LLC | 6,586 | $252.3K | 0.20% | 00.0% | Unchanged |
| CSS LLC | 6,501 | $249.1K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 6,446 | $248.2K | 0.00% | +6,446 | New |
| Kingsview Wealth Management, LLC | 6,477 | $248.2K | 0.00% | +1,366+26.7% | Added |
| Providence Wealth Advisors, LLC | 6,275 | $247.4K | 0.15% | −560−8.2% | Reduced |
| Ascent Group, LLC | 6,436 | $246.6K | 0.01% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 6,407 | $245.5K | 0.07% | +6,407 | New |
| LaSalle St. Investment Advisors, LLC | 6,342 | $243.0K | 0.03% | +89+1.4% | Added |
| Fulcrum Capital LLC | 6,250 | $239.4K | 0.05% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 6,250 | $239.4K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,224 | $238.4K | 0.01% | −27−0.4% | Reduced |
| AlphaCore Capital LLC | 6,135 | $235.0K | 0.00% | +6,135 | New |
| Harbour Investments, Inc. | 6,024 | $230.8K | 0.00% | −284−4.5% | Reduced |
| Community Bank, N.A. | 6,020 | $230.6K | 0.02% | −4,063−40.3% | Reduced |
| First Business Financial Services, Inc. | 6,000 | $229.9K | 0.02% | −8,146−57.6% | Reduced |
| Charter Research & Investment Group, Inc. | 5,930 | $227.2K | 0.14% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 5,881 | $225.3K | 0.01% | +11+0.2% | Added |
| Nations Financial Group Inc, | 5,870 | $224.9K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 5,840 | $223.7K | 0.01% | +5,840 | New |
| Pallas Capital Advisors LLC | 5,807 | $222.5K | 0.01% | −2,883−33.2% | Reduced |
| Tred Avon Family Wealth, LLC | 5,803 | $222.3K | 0.07% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,802 | $222.3K | 0.00% | +500+9.4% | Added |
| MONECO Advisors, LLC | 5,782 | $221.5K | 0.01% | +25+0.4% | Added |
| TD Private Client Wealth LLC | 5,667 | $217.1K | 0.00% | −13−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,649 | $216.4K | 0.01% | −9,064−61.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,554 | $214.2K | 0.00% | +5,554 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,588 | $214.1K | 0.01% | +48+0.9% | Added |
| IFP Advisors, Inc | 5,583 | $213.9K | 0.00% | +4,018+256.7% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,578 | $213.7K | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5,572 | $213.5K | 0.01% | −13−0.2% | Reduced |
| J. M. Brown & Associates Inc. | 5,539 | $212.2K | 0.12% | +5,539 | New |
| Hantz Financial Services, Inc. | 5,519 | $211.0K | 0.00% | −5,378−49.4% | Reduced |
| Modera Wealth Management, LLC | 5,417 | $207.5K | 0.00% | +10.0% | Added |
| 49 Wealth Management, LLC | 5,416 | $207.5K | 0.04% | +5,416 | New |
| Alongside, LLC | 5,416 | $207.5K | 0.04% | +5,416 | New |
| Greenleaf Trust | 5,406 | $207.1K | 0.00% | −601−10.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,350 | $205.0K | 0.01% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 5,333 | $204.3K | 0.04% | +5,333 | New |
| Tower Wealth Partners, Inc. | 5,321 | $203.8K | 0.10% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,305 | $203.3K | 0.02% | −297−5.3% | Reduced |