Essential UtilitiesWTRG
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $127.7M |
| Exits | 66 | $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.