Essential UtilitiesWTRG
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 698 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings, up 3 from Q4 2025. 73 opened new positions and 73 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Portfolio Management LLC ($664.0M) and Vanguard Capital Management LLC ($509.9M). 10 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Essential Utilities Inc.
- CUSIP
- 29670G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $342.2M |
| Exits | 73 | $97.4M |
All 13F filers, Q4 2025 → Q1 2026: 26,412,356 shares bought and 31,876,161 shares sold, net −5,463,805 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 698 holders
| BlackRock, Inc. | 0.02% | Reduce -8.1% | 31,569,405 | $1.3B |
| Vanguard Portfolio Management LLC | 0.03% | — | 16,489,351 | $664.0M |
| Vanguard Capital Management LLC | 0.01% | — | 12,661,679 | $509.9M |
| State Street Corp. | 0.02% | Reduce -10.1% | 12,431,482 | $500.6M |
| Nordea Investment Management AB | 0.28% | Reduce -1.8% | 7,486,456 | $301.9M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.2% | 5,224,043 | $210.4M |
| Amundi | 0.05% | Reduce -28.4% | 4,539,553 | $182.8M |
| Invesco Ltd. | 0.02% | Add +7.7% | 4,269,638 | $171.9M |
| Millennium Management | 0.13% | Add +223.7% | 4,062,482 | $163.6M |
| Pictet Asset Management Holding SA | 0.15% | Reduce -20.6% | 3,605,451 | $145.2M |
| Legal & General Group Plc | 0.03% | Reduce -17.8% | 3,408,848 | $137.3M |
| Qube Research & Technologies Ltd | 0.19% | New | 3,278,684 | $132.0M |
| Morgan Stanley | 0.01% | Reduce -5.9% | 3,219,049 | $129.6M |
| Northern Trust Corp. | 0.02% | Reduce -1.3% | 3,201,847 | $128.9M |
| AQR Arbitrage LLC | 2.48% | Add +230.6% | 3,137,219 | $126.3M |
| Balyasny Asset Management L.P. | 0.26% | Add +2522.9% | 3,088,625 | $124.4M |
| ANTIPODES PARTNERS Ltd | 2.34% | Reduce -7.8% | 3,018,815 | $121.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +3.8% | 2,881,490 | $116.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +80.3% | 2,839,278 | $114.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -8.2% | 2,523,064 | $101.6M |
| Boston Trust Walden Corp | 0.82% | Reduce -3.0% | 2,481,448 | $99.9M |
| Nomura Asset Management International Inc. | 0.16% | Reduce -40.3% | 2,353,605 | $94.8M |
| Jane Street Group, LLC | 0.10% | Reduce -7.0% | 2,310,349 | $93.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -41.4% | 2,191,979 | $90.0M |
| Duff & Phelps Investment Management Co. | 0.92% | Add +0.0% | 2,188,784 | $88.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.4% | 1,985,831 | $80.0M |
| FIL Ltd | 0.06% | Add +13.6% | 1,952,782 | $78.6M |
| First Trust Advisors LP | 0.06% | Reduce -53.9% | 1,911,611 | $77.0M |
| Empower Advisory Group, LLC | 0.19% | Add +7.1% | 1,808,639 | $72.8M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 1,760,933 | $70.9M |
| Assenagon Asset Management S.A. | 0.11% | Add +611.5% | 1,744,679 | $70.3M |
| T. Rowe Price Associates Inc. | 0.01% | Add +548.3% | 1,532,975 | $61.7M |
| Susquehanna International Group, LLP | 0.08% | Reduce -50.0% | 1,488,543 | $59.9M |
| Bank of America Corp. | 0.00% | Add +9.9% | 1,473,632 | $59.3M |
| Tudor Investment Corporation | 0.30% | New | 1,385,895 | $55.8M |
| Franklin Resources Inc. | 0.01% | Reduce -0.2% | 1,366,817 | $55.0M |
| Ensign Peak Advisors, Inc | 0.10% | Reduce -22.9% | 1,347,114 | $54.2M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +1499.9% | 1,282,008 | $51.6M |
| Magnetar Financial LLC | 0.52% | Add +0.4% | 1,203,685 | $48.5M |
| Epoch Investment Partners, Inc. | 0.29% | Add +4.7% | 1,189,930 | $47.9M |
| AQR Capital Management | 0.02% | Add +12.2% | 1,157,398 | $46.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -52.5% | 1,084,137 | $43.7M |
| UBS Group AG | 0.01% | Reduce -2.6% | 1,076,752 | $43.4M |
| Gotham Asset Management | 0.11% | Reduce -3.1% | 913,537 | $36.8M |
| Citigroup Inc. | 0.02% | Reduce -2.2% | 879,718 | $35.4M |
| Alliancebernstein L.P. | 0.01% | Add +39.0% | 907,990 | $34.8M |
| Nuveen, LLC | 0.01% | Add +52.7% | 855,135 | $34.4M |
| Rhumbline Advisers | 0.03% | Reduce -3.3% | 829,387 | $33.4M |
| GW&K Investment Management, LLC | 0.28% | Reduce -1.8% | 799,191 | $32.2M |
| Jones Financial Companies LLLP | 0.01% | Add +67.4% | 766,587 | $30.9M |
| GMO | 0.08% | New | 748,814 | $30.2M |
| FMR LLC | 0.00% | Add +153.8% | 724,972 | $29.2M |
| Allianz Asset Management GmbH | 0.03% | Reduce -47.1% | 703,570 | $28.3M |
| Squarepoint Ops LLC | 0.06% | Add +37.7% | 691,493 | $27.8M |
| ProShare Advisors LLC | 0.04% | Reduce -17.3% | 685,757 | $27.6M |
| Principal Financial Group Inc. | 0.01% | Add +3.3% | 631,393 | $25.4M |
| AEGON ASSET MANAGEMENT UK Plc | 0.33% | Reduce -22.4% | 622,528 | $25.1M |
| Wells Fargo & Company | 0.01% | Reduce -7.9% | 614,980 | $24.8M |
| California Public Employees Retirement System | 0.02% | Reduce -20.6% | 608,797 | $24.5M |
| Gabelli Funds LLC | 0.16% | Add +0.4% | 587,550 | $23.7M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | New | 567,799 | $22.9M |
| Swiss National Bank | 0.01% | Reduce -25.0% | 560,400 | $22.6M |
| D. E. Shaw & Co. | 0.02% | New | 558,549 | $22.5M |
| Capitolis Liquid Global Markets LLC | 0.14% | — | 552,000 | $22.2M |
| LMR Partners LLP | 0.26% | Reduce -3.3% | 541,120 | $21.8M |
| Wellington Management Group LLP | 0.00% | Add +2.1% | 511,585 | $20.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.10% | Reduce -10.1% | 503,182 | $20.3M |
| Energy Income Partners, LLC | 0.32% | Add +1.4% | 498,350 | $20.1M |
| Toronto Dominion Bank | 0.04% | Reduce -70.8% | 452,348 | $18.2M |
| Royal Bank of Canada | 0.00% | Reduce -3.8% | 420,261 | $16.9M |
| New York State Common Retirement Fund | 0.02% | Reduce -18.5% | 416,359 | $16.8M |
| Flputnam Investment Management Co. | 0.25% | Reduce -24.7% | 410,832 | $16.5M |
| John G Ullman & Associates Inc. | 2.15% | Reduce -0.5% | 403,549 | $16.3M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -11.6% | 400,986 | $16.2M |
| Mirova | 0.64% | New | 392,726 | $15.8M |
| Eurizon Capital SGR S.p.A. | 0.05% | Reduce -50.9% | 371,530 | $15.0M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 353,836 | $14.6M |
| Kintayl Capital LP | 8.90% | Reduce -4.5% | 359,033 | $14.5M |
| Retirement Systems of Alabama | 0.05% | Add +2.1% | 346,914 | $14.0M |
| LPL Financial LLC | 0.00% | Reduce -0.8% | 339,478 | $13.7M |
| California State Teachers Retirement System | 0.01% | Reduce -61.0% | 336,533 | $13.6M |
| Raymond James Financial Inc. | 0.00% | Add +0.2% | 308,978 | $12.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -24.3% | 304,546 | $12.3M |
| Natixis Advisors, LLC | 0.02% | Add +25.4% | 304,119 | $12.2M |
| CBRE Investment Management Listed Real Assets LLC | 0.18% | Reduce -84.7% | 301,609 | $12.1M |
| Magellan Asset Management Ltd | 0.15% | Add +31.3% | 295,754 | $11.9M |
| Susquehanna Portfolio Strategies, LLC | 0.18% | Add +6.7% | 294,254 | $11.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -3.0% | 287,778 | $11.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -19.3% | 274,929 | $11.1M |
| Maryland State Retirement & Pension System | 0.22% | Reduce -4.2% | 268,046 | $10.8M |
| Stifel Financial Corp. | 0.01% | Reduce -1.8% | 258,898 | $10.4M |
| Deutsche Bank AG | 0.00% | Reduce -58.6% | 255,647 | $10.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 254,167 | $10.2M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -3.3% | 253,491 | $10.2M |
| Cetera Investment Advisers | 0.01% | Add +3.2% | 249,090 | $10.0M |
| Barclays PLC | 0.00% | Reduce -57.0% | 236,384 | $9.5M |
| AdvisorNet Financial, Inc | 0.49% | Reduce -0.1% | 232,652 | $9.4M |
| Canada Pension Plan Investment Board | 0.01% | Add +203.6% | 227,400 | $9.2M |
| Meiji Yasuda Asset Management Co Ltd. | 0.45% | Reduce -11.0% | 223,268 | $9.0M |
| Virtu Financial LLC | 0.37% | Add +22.9% | 223,150 | $9.0M |
"% of holder's portfolio" is WTRG's weight in each manager's 13F, not the share of Essential Utilities Inc. the manager owns.