Essential UtilitiesWTRG

13F holders, Q1 2026 (March 31)
698holders +3
73new positions
73sold out
10famous investors
$40.27avg. 13F price*

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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions73$342.2M
Exits73$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.

Show all 698 holders