Essential UtilitiesWTRG

13F holders, Q2 2026 (June 30)
702holders +4
66new positions
66sold out
11famous investors
$38.33avg. 13F price*

At the end of Q2 2026, 702 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings, up 4 from Q1 2026. 66 opened new positions and 66 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Portfolio Management LLC ($626.0M) and State Street Corp. ($502.6M). 11 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).

Company
Essential Utilities Inc.
CUSIP
29670G102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 591Q1 2024Q2 2024: 601Q2 2024Q3 2024: 629Q3 2024Q4 2024: 622Q4 2024Q1 2025: 678Q1 2025Q2 2025: 682Q2 2025Q3 2025: 679Q3 2025Q4 2025: 695Q4 2025Q1 2026: 698Q1 2026Q2 2026: 702Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions66$127.7M
Exits66$63.2M

All 13F filers, Q1 2026 → Q2 2026: 20,315,548 shares bought and 19,633,982 shares sold, net +681,566 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 702 holders

BlackRock, Inc. 0.02% Add +5.9% 33,433,285 $1.3B
Vanguard Portfolio Management LLC 0.03% Reduce -0.9% 16,340,786 $626.0M
State Street Corp. 0.01% Add +5.5% 13,119,170 $502.6M
Vanguard Capital Management LLC 0.01% Add +0.9% 12,782,196 $489.7M
Norges Bank 0.02% — 6,489,675 $248.6M
Geode Capital Management, LLC 0.01% Add +1.1% 5,279,933 $202.3M
Nordea Investment Management AB 0.16% Reduce -31.6% 5,119,221 $197.0M
Amundi 0.04% Reduce -4.5% 4,333,385 $166.0M
Millennium Management 0.11% Add +2.2% 4,153,002 $159.1M
AQR Arbitrage LLC 2.54% Add +23.0% 3,858,057 $147.8M
Legal & General Group Plc 0.03% Add +2.8% 3,504,219 $134.2M
Goldman Sachs Group Inc. 0.01% Add +19.7% 3,398,595 $130.2M
Northern Trust Corp. 0.01% Add +3.1% 3,299,746 $126.4M
Morgan Stanley 0.01% Add +1.8% 3,276,730 $125.5M
ANTIPODES PARTNERS Ltd 2.29% Add +8.2% 3,266,286 $125.1M
Balyasny Asset Management L.P. 0.23% Add +4.6% 3,229,542 $123.7M
Dimensional Fund Advisors LP 0.02% Add +4.3% 3,006,373 $115.2M
JPMorgan Chase & Co. 0.01% Add +25.6% 2,753,727 $106.3M
Pictet Asset Management Holding SA 0.09% Reduce -30.0% 2,524,042 $96.7M
Boston Trust Walden Corp 0.72% Reduce -0.7% 2,463,461 $94.4M
Bank of New York Mellon Corp 0.02% Reduce -4.3% 2,413,662 $92.5M
Invesco Ltd. 0.01% Reduce -43.8% 2,401,088 $92.0M
Nomura Asset Management International Inc. 0.13% Reduce -4.7% 2,243,125 $85.9M
First Trust Advisors LP 0.05% Add +9.4% 2,092,331 $80.2M
Arrowstreet Capital, Limited Partnership 0.04% Add +62.8% 2,086,569 $79.9M
Duff & Phelps Investment Management Co. 0.74% Reduce -6.1% 2,054,683 $78.7M
Charles Schwab Investment Management Inc. 0.01% Add +0.3% 1,992,288 $76.3M
FIL Ltd 0.05% Reduce -0.1% 1,950,669 $74.7M
Empower Advisory Group, LLC 0.17% Add +3.5% 1,871,675 $71.7M
Vanguard Fiduciary Trust Co. 0.02% Add +1.9% 1,794,358 $68.7M
Nexpoint Asset Management, L.P. 4.58% New 1,780,349 $68.2M
AQR Capital Management 0.02% Add +53.5% 1,776,094 $68.0M
Qube Research & Technologies Ltd 0.08% Reduce -45.9% 1,774,130 $68.0M
LMR Partners LLP 0.56% Add +201.0% 1,628,583 $62.4M
UBS Group AG 0.01% Add +41.6% 1,525,066 $58.4M
Citigroup Inc. 0.03% Add +70.9% 1,503,622 $57.6M
Gotham Asset Management 0.13% Add +58.1% 1,443,959 $55.3M
Franklin Resources Inc. 0.01% Add +1.2% 1,383,319 $53.0M
Ensign Peak Advisors, Inc 0.08% Reduce -0.2% 1,344,324 $51.5M
Alliancebernstein L.P. 0.02% Add +39.7% 1,268,732 $51.1M
Epoch Investment Partners, Inc. 0.28% Add +7.8% 1,282,362 $49.1M
Magnetar Financial LLC 0.49% Add +4.5% 1,258,246 $48.2M
SG Americas Securities, LLC 0.03% Add +4537.9% 1,247,728 $47.8M
Jane Street Group, LLC 0.03% Reduce -46.6% 1,234,270 $47.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +4.5% 1,133,353 $43.4M
GMO 0.08% Add +30.9% 980,246 $37.6M
FMR LLC 0.00% Add +33.6% 968,932 $37.1M
Bank of America Corp. 0.00% Reduce -38.9% 899,973 $34.5M
Rhumbline Advisers 0.02% Reduce -1.0% 821,077 $31.5M
Squarepoint Ops LLC 0.06% Add +17.1% 810,036 $31.0M
GW&K Investment Management, LLC 0.24% Reduce -1.4% 788,035 $30.2M
Jones Financial Companies LLLP 0.01% Reduce -0.8% 760,238 $29.3M
ProShare Advisors LLC 0.04% Add +3.1% 707,091 $27.1M
Nuveen, LLC 0.01% Reduce -20.0% 683,783 $26.2M
Adage Capital Partners Gp, L.L.C. 0.04% Add +16.4% 661,098 $25.3M
Principal Financial Group Inc. 0.01% Add +2.0% 643,984 $24.7M
Susquehanna International Group, LLP 0.02% Reduce -57.4% 633,877 $24.3M
Gabelli Funds LLC 0.15% Add +4.3% 613,050 $23.5M
AEGON ASSET MANAGEMENT UK Plc 0.25% Reduce -3.1% 603,488 $23.1M
California Public Employees Retirement System 0.01% Reduce -2.1% 595,876 $22.8M
Wells Fargo & Company 0.00% Reduce -3.7% 592,104 $22.7M
Verition Fund Management LLC 0.16% Add +626.9% 552,800 $21.2M
Capitolis Liquid Global Markets LLC 0.09% No change 552,000 $21.1M
Allianz Asset Management GmbH 0.02% Reduce -22.5% 545,007 $20.9M
Swiss National Bank 0.01% Reduce -3.6% 540,000 $20.7M
Schonfeld Strategic Advisors LLC 0.11% Add +2049.8% 528,483 $20.2M
Canada Pension Plan Investment Board 0.01% Add +122.9% 506,900 $19.4M
T. Rowe Price Associates Inc. 0.00% Reduce -68.1% 489,451 $18.8M
Flputnam Investment Management Co. 0.21% Add +13.3% 465,697 $17.8M
Kintayl Capital LP 8.53% Add +28.9% 462,708 $17.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -9.4% 456,080 $17.5M
LPL Financial LLC 0.00% Add +19.6% 405,949 $15.6M
Mirova 0.56% Add +1.5% 398,722 $15.3M
CANADA LIFE ASSURANCE Co 0.02% Reduce -1.4% 395,336 $15.1M
New York State Common Retirement Fund 0.02% Reduce -5.2% 394,559 $15.1M
Royal Bank of Canada 0.00% Reduce -8.4% 385,020 $14.8M
John G Ullman & Associates Inc. 1.77% Reduce -5.8% 380,232 $14.6M
DekaBank Deutsche Girozentrale 0.02% No change 353,836 $14.3M
Trexquant Investment LP 0.08% Add +93.6% 350,865 $13.4M
Ameriprise Financial Inc. 0.00% Add +5.9% 322,647 $12.4M
Algert Global LLC 0.15% New 321,500 $12.3M
Magellan Asset Management Ltd 0.27% Add +8.5% 320,787 $12.3M
California State Teachers Retirement System 0.01% Reduce -7.2% 312,425 $12.0M
Natixis Advisors, LLC 0.01% Add +2.3% 311,246 $11.9M
MUFG Securities EMEA plc 0.12% Add +131.6% 305,721 $11.7M
Virtu Financial LLC 0.37% Add +36.9% 305,586 $11.7M
Retirement Systems of Alabama 0.03% Reduce -15.4% 293,357 $11.2M
Raymond James Financial Inc. 0.00% Reduce -5.5% 292,042 $11.2M
Manufacturers Life Insurance Company, The 0.01% Add +5.5% 289,905 $11.1M
Nomura Asset Management Co. Ltd. 0.02% Add +32.4% 289,025 $11.1M
Bank of Nova Scotia 0.02% Add +462.6% 284,606 $10.9M
Maryland State Retirement & Pension System 0.19% Add +6.0% 284,005 $10.9M
New York State Teachers Retirement System 0.02% Reduce -2.8% 279,735 $10.7M
CBRE Investment Management Listed Real Assets LLC 0.15% Reduce -8.8% 274,998 $10.5M
D. E. Shaw & Co. 0.01% Reduce -51.3% 272,252 $10.4M
Cetera Investment Advisers 0.01% Add +6.2% 264,413 $10.1M
Stifel Financial Corp. 0.01% Add +0.9% 261,289 $10.0M
ING Groep NV 0.05% New 258,000 $9.9M
State Board of Administration of Florida Retirement System 0.02% Reduce -2.7% 246,561 $9.4M
CIBC Bancorp USA Inc. 0.01% Add +783.0% 245,699 $9.4M

"% of holder's portfolio" is WTRG's weight in each manager's 13F, not the share of Essential Utilities Inc. the manager owns.

Show all 702 holders