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 |
|---|---|---|---|---|---|
| Winthrop Capital Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −217,672−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −181,286−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −151,351−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −133,752−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −113,084−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −80,779−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −80,705−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −81,263−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −63,358−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −56,607−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −35,800−100.0% | Sold out |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −35,295−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −23,137−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −20,239−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −19,901−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −16,610−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −14,725−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −14,077−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −13,552−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −12,119−100.0% | Sold out |
| Raiffeisen Bank International AG | 0 | $0 | 0.00% | −11,585−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −11,197−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −9,685−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −8,486−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −7,572−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −6,721−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −6,194−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −6,058−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −6,015−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,794−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −5,572−100.0% | Sold out |
| W.H. Cornerstone Investments Inc. | 0 | $0 | 0.00% | −5,571−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −5,543−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −5,649−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −5,312−100.0% | Sold out |
| Ledgewood Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,206−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −5,159−100.0% | Sold out |
| Midwest Trust Co | 0 | $0 | 0.00% | −5,081−100.0% | Sold out |
| Charter Trust Co | 0 | $0 | 0.00% | −5,019−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −4,989−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,483−100.0% | Sold out |
| Vega Investment Solutions | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −873−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −771−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Evolution Wealth Management Inc. | 0 | $0 | 0.00% | −669−100.0% | Sold out |
| Palladiem, LLC | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Prosperity Bancshares Inc | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Global X Japan Co., Ltd. | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Fairman Group, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Ankerstar Wealth, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Arcadia Investment Management Corp | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Farmers Trust Co | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |
| McIlrath & Eck, LLC | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |