Essential Utilities, Inc. (WTRG) — Institutional Holders, Q2 2026
704 institutional investment managers reported a WTRG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WTRG in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- BlackRockAdded · +1,863,880 sh+$71.4M
- NEXPOINT ASSET MANAGEMENT, L.P.New · +1,780,349 sh+$68.2M
- SG Americas SecuritiesAdded · +1,220,825 sh+$46.8M
- LMR Partners LLPAdded · +1,087,463 sh+$41.7M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded · +804,561 sh+$30.8M
Biggest sellers
- NORDEA INVESTMENT MANAGEMENT ABTrimmed · -2,367,235 sh-$90.7M
- Invesco Ltd.Trimmed · -1,868,550 sh-$71.6M
- Qube Research & Technologies LtdTrimmed · -1,504,554 sh-$57.6M
- Assenagon Asset Management S.A.Trimmed · -1,500,452 sh-$57.5M
- TUDOR INVESTMENT ET ALTrimmed · -1,217,708 sh-$46.7M
WTRG 13F holders ranked 1–100 of 704
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 33,433,285 sh | 33,433,285 | $1.3B | 0.02% | +5.9% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT#2 · 16,340,786 sh | 16,340,786 | $626.0M | 0.03% | -0.9% |
| 3 | STATE STREET#3 · 13,119,170 sh | 13,119,170 | $502.6M | 0.01% | +5.5% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 12,782,196 sh | 12,782,196 | $489.7M | 0.01% | +1.0% |
| 5 | NORGES BANK#5 · 6,489,675 sh | 6,489,675 | $248.6M | 0.02% | — |
| 6 | GEODE CAPITAL MANAGEMENT#6 · 5,279,933 sh | 5,279,933 | $202.3M | 0.01% | +1.1% |
| 7 | NORDEA INVESTMENT MANAGEMENT AB#7 · 5,119,221 sh | 5,119,221 | $197.0M | 0.16% | -31.6% |
| 8 | Amundi#8 · 4,333,385 sh | 4,333,385 | $166.0M | 0.04% | -4.5% |
| 9 | MILLENNIUM MANAGEMENT#9 · 4,153,002 sh | 4,153,002 | $159.1M | 0.06% | +2.2% |
| 10 | AQR Arbitrage#10 · 3,858,057 sh | 3,858,057 | $147.8M | 2.10% | +23.0% |
| 11 | Legal & General Group Plc#11 · 3,504,219 sh | 3,504,219 | $134.2M | 0.03% | +2.8% |
| 12 | GOLDMAN SACHS GROUP#12 · 3,398,595 sh | 3,398,595 | $130.2M | 0.01% | +19.7% |
| 13 | NORTHERN#13 · 3,299,746 sh | 3,299,746 | $126.4M | 0.01% | +3.1% |
| 14 | MORGAN STANLEY#14 · 3,276,730 sh | 3,276,730 | $125.5M | <0.01% | +1.8% |
| 15 | ANTIPODES PARTNERS Ltd#15 · 3,266,286 sh | 3,266,286 | $125.1M | 2.29% | +8.2% |
| 16 | BALYASNY ASSET MANAGEMENT L.P.#16 · 3,229,542 sh | 3,229,542 | $123.7M | 0.15% | +4.6% |
| 17 | DIMENSIONAL FUND ADVISORS#17 · 3,006,373 sh | 3,006,373 | $115.2M | 0.02% | +4.3% |
| 18 | JPMORGAN CHASE#18 · 2,753,727 sh | 2,753,727 | $106.3M | <0.01% | +25.6% |
| 19 | Pictet Asset Management Holding SA#19 · 2,524,042 sh | 2,524,042 | $96.7M | 0.09% | -30.0% |
| 20 | Boston Walden#20 · 2,463,461 sh | 2,463,461 | $94.4M | 0.72% | -0.7% |
| 21 | Bank of New York Mellon#21 · 2,413,662 sh | 2,413,662 | $92.5M | 0.02% | -4.3% |
| 22 | Invesco Ltd.#22 · 2,401,088 sh | 2,401,088 | $92.0M | <0.01% | -43.8% |
| 23 | NOMURA ASSET MANAGEMENT INTERNATIONAL#23 · 2,243,125 sh | 2,243,125 | $85.9M | 0.13% | -4.7% |
| 24 | FIRST ADVISORS#24 · 2,092,331 sh | 2,092,331 | $80.2M | 0.05% | +9.5% |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#25 · 2,086,569 sh | 2,086,569 | $79.9M | 0.04% | +62.8% |
| 26 | DUFF & PHELPS INVESTMENT MANAGEMENT#26 · 2,054,683 sh | 2,054,683 | $78.7M | 0.74% | -6.1% |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT#27 · 1,992,288 sh | 1,992,288 | $76.3M | 0.01% | +0.3% |
| 28 | FIL Ltd#28 · 1,950,669 sh | 1,950,669 | $74.7M | 0.05% | -0.1% |
| 29 | Empower Advisory Group#29 · 1,871,675 sh | 1,871,675 | $71.7M | 0.17% | +3.5% |
| 30 | VANGUARD FIDUCIARY#30 · 1,794,358 sh | 1,794,358 | $68.7M | 0.02% | +1.9% |
| 31 | NEXPOINT ASSET MANAGEMENT, L.P.#31 · 1,780,349 sh | 1,780,349 | $68.2M | 4.56% | New |
| 32 | AQR CAPITAL MANAGEMENT#32 · 1,776,094 sh | 1,776,094 | $68.0M | 0.02% | +53.5% |
| 33 | Qube Research & Technologies Ltd#33 · 1,774,130 sh | 1,774,130 | $68.0M | 0.06% | -45.9% |
| 34 | LMR Partners LLP#34 · 1,628,583 sh | 1,628,583 | $62.4M | 0.23% | +201.0% |
| 35 | UBS Group AG#35 · 1,525,066 sh | 1,525,066 | $58.4M | <0.01% | +41.6% |
| 36 | CITIGROUP#36 · 1,503,622 sh | 1,503,622 | $57.6M | 0.02% | +70.9% |
| 37 | Gotham Asset Management#37 · 1,443,959 sh | 1,443,959 | $55.3M | 0.13% | +58.1% |
| 38 | FRANKLIN RESOURCES#38 · 1,383,319 sh | 1,383,319 | $53.0M | 0.01% | +1.2% |
| 39 | Ensign Peak Advisors#39 · 1,344,324 sh | 1,344,324 | $51.5M | 0.08% | -0.2% |
| 40 | ALLIANCEBERNSTEIN L.P.#40 · 1,268,732 sh | 1,268,732 | $51.1M | 0.02% | +39.7% |
| 41 | Epoch Investment Partners#41 · 1,282,362 sh | 1,282,362 | $49.1M | 0.28% | +7.8% |
| 42 | Magnetar Financial#42 · 1,258,246 sh | 1,258,246 | $48.2M | 0.44% | +4.5% |
| 43 | SG Americas Securities#43 · 1,247,728 sh | 1,247,728 | $47.8M | 0.03% | +4537.9% |
| 44 | JANE STREET GROUP#44 · 1,234,270 sh | 1,234,270 | $47.3M | <0.01% | -46.6% |
| 45 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#45 · 1,133,353 sh | 1,133,353 | $43.4M | <0.01% | +4.5% |
| 46 | Grantham, Mayo, Van Otterloo#46 · 980,246 sh | 980,246 | $37.6M | 0.08% | +30.9% |
| 47 | FMR#47 · 968,932 sh | 968,932 | $37.1M | <0.01% | +33.7% |
| 48 | BANK OF AMERICA#48 · 899,973 sh | 899,973 | $34.5M | <0.01% | -38.9% |
| 49 | RHUMBLINE ADVISERS#49 · 821,077 sh | 821,077 | $31.5M | 0.02% | -1.0% |
| 50 | Squarepoint Ops#50 · 810,036 sh | 810,036 | $31.0M | 0.03% | +17.1% |
| 51 | GW&K Investment Management#51 · 788,035 sh | 788,035 | $30.2M | 0.24% | -1.4% |
| 52 | JONES FINANCIAL COMPANIES LLLP#52 · 760,238 sh | 760,238 | $29.3M | 0.01% | -0.8% |
| 53 | Allianz Asset Management GmbH#53 · 703,714 sh | 703,714 | $28.3M | 0.03% | 0.0% |
| 54 | ProShare Advisors#54 · 707,091 sh | 707,091 | $27.1M | 0.04% | +3.1% |
| 55 | Nuveen#55 · 683,783 sh | 683,783 | $26.2M | <0.01% | -20.0% |
| 56 | ADAGE CAPITAL PARTNERS GP, L.L.C.#56 · 661,098 sh | 661,098 | $25.3M | 0.04% | +16.4% |
| 57 | PRINCIPAL FINANCIAL GROUP#57 · 643,984 sh | 643,984 | $24.7M | 0.01% | +2.0% |
| 58 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#58 · 633,877 sh | 633,877 | $24.3M | <0.01% | -57.4% |
| 59 | GABELLI FUNDS#59 · 613,050 sh | 613,050 | $23.5M | 0.15% | +4.3% |
| 60 | AEGON ASSET MANAGEMENT UK PLC#60 · 603,488 sh | 603,488 | $23.1M | 0.25% | -3.1% |
| 61 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#61 · 595,876 sh | 595,876 | $22.8M | 0.01% | -2.1% |
| 62 | WELLS FARGO & COMPANY#62 · 592,104 sh | 592,104 | $22.7M | <0.01% | -3.7% |
| 63 | Verition Fund Management#63 · 552,800 sh | 552,800 | $21.2M | 0.03% | +626.9% |
| 64 | CAPITOLIS LIQUID GLOBAL MARKETS#64 · 552,000 sh | 552,000 | $21.1M | 0.09% | 0.0% |
| 65 | Swiss National Bank#65 · 540,000 sh | 540,000 | $20.7M | 0.01% | -3.6% |
| 66 | Schonfeld Strategic Advisors#66 · 528,483 sh | 528,483 | $20.2M | 0.07% | +2049.8% |
| 67 | CANADA PENSION PLAN INVESTMENT BOARD#67 · 506,900 sh | 506,900 | $19.4M | 0.01% | +122.9% |
| 68 | PRICE T ROWE ASSOCIATES#68 · 489,451 sh | 489,451 | $18.8M | <0.01% | -68.1% |
| 69 | FLPUTNAM INVESTMENT MANAGEMENT#69 · 465,697 sh | 465,697 | $17.8M | 0.21% | +13.4% |
| 70 | Kintayl Capital#70 · 462,708 sh | 462,708 | $17.7M | 7.04% | +28.9% |
| 71 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#71 · 456,080 sh | 456,080 | $17.5M | 0.08% | -9.4% |
| 72 | LPL Financial#72 · 405,949 sh | 405,949 | $15.6M | <0.01% | +19.6% |
| 73 | MIROVA#73 · 398,722 sh | 398,722 | $15.3M | 0.56% | +1.5% |
| 74 | GREAT WEST LIFE ASSURANCE#74 · 395,336 sh | 395,336 | $15.1M | 0.02% | -1.4% |
| 75 | NEW YORK STATE COMMON RETIREMENT FUND#75 · 394,559 sh | 394,559 | $15.1M | 0.02% | -5.2% |
| 76 | ROYAL BANK OF CANADA#76 · 385,020 sh | 385,020 | $14.8M | <0.01% | -8.4% |
| 77 | JOHN G ULLMAN & ASSOCIATES#77 · 380,232 sh | 380,232 | $14.6M | 1.77% | -5.8% |
| 78 | DekaBank Deutsche Girozentrale#78 · 353,836 sh | 353,836 | $14.3M | 0.02% | 0.0% |
| 79 | Trexquant Investment#79 · 350,865 sh | 350,865 | $13.4M | 0.08% | +93.6% |
| 80 | AMERIPRISE FINANCIAL#80 · 322,647 sh | 322,647 | $12.4M | <0.01% | +5.9% |
| 81 | ALGERT GLOBAL#81 · 321,500 sh | 321,500 | $12.3M | 0.15% | New |
| 82 | Magellan Asset Management Ltd#82 · 320,787 sh | 320,787 | $12.3M | 0.27% | +8.5% |
| 83 | NATIXIS ADVISORS#83 · 311,246 sh | 311,246 | $11.9M | 0.01% | +2.3% |
| 84 | MUFG Securities EMEA plc#84 · 305,721 sh | 305,721 | $11.7M | 0.12% | +131.6% |
| 85 | Virtu Financial#85 · 305,586 sh | 305,586 | $11.7M | 0.37% | +36.9% |
| 86 | Retirement Systems of Alabama#86 · 293,357 sh | 293,357 | $11.2M | 0.03% | -15.4% |
| 87 | RAYMOND JAMES FINANCIAL#87 · 292,042 sh | 292,042 | $11.2M | <0.01% | -5.5% |
| 88 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#88 · 289,905 sh | 289,905 | $11.1M | <0.01% | +5.4% |
| 89 | NOMURA ASSET MANAGEMENT LTD#89 · 289,025 sh | 289,025 | $11.1M | 0.02% | +32.4% |
| 90 | BANK OF NOVA SCOTIA#90 · 284,606 sh | 284,606 | $10.9M | 0.02% | +462.6% |
| 91 | Maryland State Retirement & Pension System#91 · 284,005 sh | 284,005 | $10.9M | 0.19% | +6.0% |
| 92 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#92 · 279,735 sh | 279,735 | $10.7M | — | -2.8% |
| 93 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS#93 · 274,998 sh | 274,998 | $10.5M | 0.15% | -8.8% |
| 94 | D. E. Shaw#94 · 272,252 sh | 272,252 | $10.4M | <0.01% | -51.3% |
| 95 | Cetera Investment Advisers#95 · 264,413 sh | 264,413 | $10.1M | <0.01% | +6.2% |
| 96 | STIFEL FINANCIAL#96 · 261,289 sh | 261,289 | $10.0M | <0.01% | +0.9% |
| 97 | ING GROEP NV#97 · 258,000 sh | 258,000 | $9.9M | 0.05% | New |
| 98 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#98 · 246,561 sh | 246,561 | $9.4M | 0.02% | -2.7% |
| 99 | CIBC Bancorp USA#99 · 245,699 sh | 245,699 | $9.4M | 0.01% | +783.0% |
| 100 | Assenagon Asset Management S.A.#100 · 244,227 sh | 244,227 | $9.4M | — | -86.0% |
Funds that sold out of WTRG in Q2 2026 (69)
Held WTRG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.