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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 5,290 | $202.7K | 0.01% | +142+2.8% | Added |
| Laird Norton Trust Company, LLC | 5,271 | $201.9K | 0.00% | −829−13.6% | Reduced |
| TCG Advisory Services, LLC | 5,261 | $201.5K | 0.00% | +275+5.5% | Added |
| Wedmont Private Capital | 5,207 | $200.9K | 0.01% | +5,207 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,000 | $192.0K | 0.09% | +3,000+150.0% | Added |
| Centaurus Financial, Inc. | 4,993 | $191.0K | 0.01% | +4+0.1% | Added |
| Huntington National Bank | 4,824 | $184.8K | 0.00% | −467−8.8% | Reduced |
| Umb Bank N A | 4,743 | $181.7K | 0.00% | −330−6.5% | Reduced |
| EverSource Wealth Advisors, LLC | 4,723 | $180.9K | 0.01% | +174+3.8% | Added |
| Clearstead Advisors, LLC | 4,695 | $179.9K | 0.00% | +3,720+381.5% | Added |
| Corient IA LLC | 4,440 | $170.1K | 0.16% | 00.0% | Unchanged |
| Natixis | 4,413 | $169.1K | 0.00% | −69,423−94.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,300 | $164.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,269 | $163.5K | 0.00% | +2,833+197.3% | Added |
| Global Retirement Partners, LLC | 3,731 | $142.9K | 0.00% | +3,731 | New |
| Clear Street Markets LLC | 3,546 | $135.8K | 0.03% | +3,546 | New |
| Daiwa Securities Group Inc. | 3,455 | $132.4K | 0.00% | +752+27.8% | Added |
| Private Trust Co NA | 3,415 | $130.8K | 0.01% | +742+27.8% | Added |
| Mint Tower Capital Management B.V. | 3,331 | $128.0K | 0.02% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 3,183 | $122.0K | 0.00% | +3,183 | New |
| Trust Co of Vermont | 3,165 | $121.3K | 0.00% | +3,165 | New |
| Entrust Financial LLC | 3,162 | $121.1K | 0.08% | +14+0.4% | Added |
| Whittier Trust Co | 3,130 | $121.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,142 | $120.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,122 | $119.6K | 0.02% | +18+0.6% | Added |
| Colonial Trust Co | 2,490 | $95.4K | 0.01% | −215−7.9% | Reduced |
| Crews Bank & Trust | 2,473 | $94.7K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 2,436 | $93.3K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,250 | $86.2K | 0.00% | −1,552−40.8% | Reduced |
| First National Bank | 2,174 | $83.3K | 0.03% | +2,174 | New |
| Tower View Investment Management & Research LLC | 2,092 | $80.1K | 0.04% | +19+0.9% | Added |
| Alpine Bank Wealth Management | 2,082 | $79.8K | 0.01% | +2,082 | New |
| Nykredit A/S | 2,023 | $77.5K | 0.00% | +2,023 | New |
| Basecamp Wealth Advisors LLC | 1,917 | $73.4K | 0.01% | +214+12.6% | Added |
| Geneos Wealth Management Inc. | 1,891 | $72.4K | 0.00% | +25+1.3% | Added |
| Southern Michigan Bank & Trust | 1,800 | $69.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,766 | $67.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,756 | $67.3K | 0.01% | +769+77.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,695 | $64.9K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 1,693 | $64.9K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,628 | $62.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,541 | $59.0K | 0.01% | −347−18.4% | Reduced |
| Asset Dedication, LLC | 1,541 | $59.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,417 | $54.3K | 0.00% | +541+61.8% | Added |
| Truvestments Capital LLC | 1,410 | $54.0K | 0.01% | −15−1.1% | Reduced |
| Byrne Asset Management LLC | 1,250 | $47.9K | 0.03% | +150+13.6% | Added |
| Orion Capital Management LLC | 1,125 | $43.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,110 | $42.5K | 0.00% | −271−19.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,098 | $42.0K | 0.00% | +272+32.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,090 | $41.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,062 | $41.0K | 0.00% | −231−17.9% | Reduced |
| Trust Co | 1,055 | $40.4K | 0.00% | +625+145.3% | Added |
| Creative Financial Designs Inc | 1,025 | $39.3K | 0.00% | +348+51.4% | Added |
| Caitong International Asset Management Co., Ltd | 1,010 | $38.7K | 0.01% | +998+8,316.7% | Added |
| Citizens National Bank Trust Department | 1,000 | $38.3K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 994 | $38.1K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 951 | $36.4K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 947 | $36.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 919 | $35.2K | 0.00% | +187+25.5% | Added |
| Chelsea Counsel Co | 900 | $34.5K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 890 | $34.1K | 0.01% | +170+23.6% | Added |
| Essential Partners LLC | 882 | $33.8K | 0.02% | −352−28.5% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 879 | $33.7K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 873 | $33.4K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 848 | $32.5K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 842 | $32.2K | 0.00% | +8+1.0% | Added |
| NBT Bank N A | 824 | $31.6K | 0.00% | +24+3.0% | Added |
| Golden State Wealth Management, LLC | 809 | $31.0K | 0.00% | +109+15.6% | Added |
| First Community Trust NA | 802 | $30.7K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 775 | $29.7K | 0.02% | +150+24.0% | Added |
| Quarry LP | 750 | $28.7K | 0.00% | +750 | New |
| Piscataqua Savings Bank | 750 | $28.7K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 748 | $28.7K | 0.00% | +133+21.6% | Added |
| Atlantic Union Bankshares Corp | 733 | $28.1K | 0.00% | −6−0.8% | Reduced |
| Princeton Global Asset Management LLC | 705 | $27.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 700 | $26.8K | 0.00% | +14+2.0% | Added |
| Ronald Blue Trust, Inc. | 684 | $26.2K | 0.00% | −191−21.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 650 | $26.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 666 | $25.5K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $25.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 643 | $24.6K | 0.00% | +11+1.7% | Added |
| Colonial Trust Advisors | 625 | $23.9K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 604 | $23.1K | 0.00% | +6+1.0% | Added |
| Valley National Advisers Inc | 600 | $23.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 564 | $21.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 561 | $21.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 560 | $21.5K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 530 | $20.3K | 0.01% | +5+1.0% | Added |
| UMA Financial Services, Inc. | 513 | $19.7K | 0.00% | +13+2.6% | Added |
| True Wealth Design, LLC | 502 | $19.2K | 0.00% | −52−9.4% | Reduced |
| Barrett & Company, Inc. | 500 | $19.2K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 493 | $18.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 480 | $18.4K | 0.00% | +54+12.7% | Added |
| Brown Brothers Harriman & Co | 468 | $17.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 454 | $17.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 442 | $16.9K | 0.00% | +333+305.5% | Added |
| Wellington-Altus USA Inc. | 419 | $16.9K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 425 | $16.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 423 | $16.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 406 | $15.6K | 0.00% | +10+2.5% | Added |