Essential Utilities, Inc. (WTRG) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WTRG 13F holders ranked 501–600 of 704
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Laird Norton Wetherby Company#501 · 5,271 sh | 5,271 | $201.9K | <0.01% | -13.6% |
| 502 | TCG Advisory Services#502 · 5,261 sh | 5,261 | $201.5K | <0.01% | +5.5% |
| 503 | Wedmont Private Capital#503 · 5,207 sh | 5,207 | $200.9K | — | New |
| 504 | Mitsubishi UFJ Asset Management (UK) Ltd.#504 · 5,000 sh | 5,000 | $192.0K | — | +150.0% |
| 505 | CENTAURUS FINANCIAL#505 · 4,993 sh | 4,993 | $191.0K | <0.01% | +0.1% |
| 506 | HUNTINGTON NATIONAL BANK#506 · 4,824 sh | 4,824 | $184.8K | <0.01% | -8.8% |
| 507 | UMB Bank, n.a.#507 · 4,743 sh | 4,743 | $181.7K | <0.01% | -6.5% |
| 508 | EverSource Wealth Advisors#508 · 4,723 sh | 4,723 | $180.9K | <0.01% | +12.6% |
| 509 | Clearstead Advisors#509 · 4,695 sh | 4,695 | $179.9K | <0.01% | +381.5% |
| 510 | Corient IA#510 · 4,440 sh | 4,440 | $170.1K | 0.16% | 0.0% |
| 511 | NATIXIS#511 · 4,413 sh | 4,413 | $169.1K | <0.01% | -94.0% |
| 512 | Bank Julius Baer & Ltd, Zurich#512 · 4,300 sh | 4,300 | $164.7K | <0.01% | 0.0% |
| 513 | CoreCap Advisors#513 · 4,269 sh | 4,269 | $163.5K | — | +197.3% |
| 514 | Global Retirement Partners#514 · 3,731 sh | 3,731 | $142.9K | <0.01% | — |
| 515 | SUMMIT SECURITIES GROUP#515 · 3,546 sh | 3,546 | $135.8K | 0.01% | New |
| 516 | Daiwa Securities Group#516 · 3,455 sh | 3,455 | $132.4K | <0.01% | +27.8% |
| 517 | PRIVATE NA#517 · 3,415 sh | 3,415 | $130.8K | — | +27.8% |
| 518 | Mint Tower Capital Management B.V.#518 · 3,331 sh | 3,331 | $128.0K | 0.01% | 0.0% |
| 519 | Employees Retirement System of Texas#519 · 3,183 sh | 3,183 | $122.0K | <0.01% | New |
| 520 | OF VERMONT#520 · 3,165 sh | 3,165 | $121.3K | — | — |
| 521 | ENTRUST FINANCIAL#521 · 3,162 sh | 3,162 | $121.1K | 0.08% | +0.4% |
| 522 | WHITTIER#522 · 3,130 sh | 3,130 | $121.0K | <0.01% | 0.0% |
| 523 | Hanson & Doremus Investment Management#523 · 3,142 sh | 3,142 | $120.0K | — | 0.0% |
| 524 | Manchester Capital Management#524 · 3,122 sh | 3,122 | $119.6K | — | +0.6% |
| 525 | Parkside Financial Bank#525 · 2,834 sh | 2,834 | $108.6K | <0.01% | +223.5% |
| 526 | Colonial / SC#526 · 2,490 sh | 2,490 | $95.4K | 0.01% | -7.9% |
| 527 | Crews Bank#527 · 2,473 sh | 2,473 | $94.7K | 0.01% | 0.0% |
| 528 | Axiom Investment Management#528 · 2,436 sh | 2,436 | $93.3K | 0.06% | 0.0% |
| 529 | Parallel Advisors#529 · 2,250 sh | 2,250 | $86.2K | <0.01% | -40.8% |
| 530 | First Bancorp#530 · 2,174 sh | 2,174 | $83.3K | — | New |
| 531 | Tower View Wealth Management#531 · 2,092 sh | 2,092 | $80.1K | — | +0.9% |
| 532 | Alpine Bank Wealth Management#532 · 2,082 sh | 2,082 | $79.8K | — | New |
| 533 | Nykredit A/S#533 · 2,023 sh | 2,023 | $77.5K | <0.01% | — |
| 534 | Basecamp Wealth Advisors#534 · 1,917 sh | 1,917 | $73.4K | 0.01% | +12.6% |
| 535 | Geneos Wealth Management#535 · 1,891 sh | 1,891 | $72.4K | <0.01% | +1.3% |
| 536 | SOUTHERN MICHIGAN BANK &#536 · 1,800 sh | 1,800 | $69.0K | — | 0.0% |
| 537 | Mascoma Wealth Management#537 · 1,766 sh | 1,766 | $67.7K | — | 0.0% |
| 538 | Versant Capital Management#538 · 1,756 sh | 1,756 | $67.3K | — | +77.9% |
| 539 | Jackson, Grant Investment Advisers#539 · 1,695 sh | 1,695 | $64.9K | 0.02% | 0.0% |
| 540 | Coastline#540 · 1,693 sh | 1,693 | $64.9K | — | 0.0% |
| 541 | Smartleaf Asset Management#541 · 1,628 sh | 1,628 | $62.6K | <0.01% | 0.0% |
| 542 | Asset Dedication#542 · 1,541 sh | 1,541 | $59.0K | <0.01% | 0.0% |
| 543 | Clearstead#543 · 1,541 sh | 1,541 | $59.0K | <0.01% | -18.4% |
| 544 | Truvestments Capital#544 · 1,410 sh | 1,410 | $54.0K | <0.01% | -1.1% |
| 545 | Byrne Asset Management#545 · 1,250 sh | 1,250 | $47.9K | — | +13.6% |
| 546 | Orion Capital Management#546 · 1,125 sh | 1,125 | $43.1K | 0.01% | 0.0% |
| 547 | MassMutual Private Wealth & , FSB#547 · 1,110 sh | 1,110 | $42.5K | — | -19.6% |
| 548 | Capital Advisors, Ltd.#548 · 1,098 sh | 1,098 | $42.0K | <0.01% | +32.9% |
| 549 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#549 · 1,090 sh | 1,090 | $41.8K | <0.01% | 0.0% |
| 550 | BESSEMER GROUP#550 · 1,062 sh | 1,062 | $41.0K | <0.01% | -17.9% |
| 551 | Trust Co#551 · 1,055 sh | 1,055 | $40.4K | — | +145.3% |
| 552 | CREATIVE FINANCIAL DESIGNS#552 · 1,025 sh | 1,025 | $39.3K | <0.01% | +51.4% |
| 553 | Caitong International Asset Management , Ltd#553 · 1,010 sh | 1,010 | $38.7K | <0.01% | +8316.7% |
| 554 | Citizens National Bank Department#554 · 1,000 sh | 1,000 | $38.3K | <0.01% | 0.0% |
| 555 | Cassaday & Wealth Management#555 · 994 sh | 994 | $38.1K | <0.01% | 0.0% |
| 556 | MB, LEVIS & ASSOCIATES#556 · 951 sh | 951 | $36.4K | — | 0.0% |
| 557 | Rosenberg Matthew Hamilton#557 · 947 sh | 947 | $36.3K | — | 0.0% |
| 558 | Quent Capital#558 · 919 sh | 919 | $35.2K | <0.01% | +25.5% |
| 559 | CHELSEA COUNSEL#559 · 900 sh | 900 | $34.5K | 0.01% | 0.0% |
| 560 | VSM Wealth Advisory#560 · 890 sh | 890 | $34.1K | <0.01% | +23.6% |
| 561 | Essential Partners#561 · 882 sh | 882 | $33.8K | — | -28.5% |
| 562 | Virginia Estate & Retirement Planning Advisors#562 · 879 sh | 879 | $33.7K | — | 0.0% |
| 563 | Mitsubishi UFJ Asset Management , Ltd.#563 · 873 sh | 873 | $33.4K | 0.00% | 0.0% |
| 564 | Kennebec Savings Bank#564 · 848 sh | 848 | $32.5K | — | 0.0% |
| 565 | Ritter Daniher Financial Advisory / DE#565 · 842 sh | 842 | $32.2K | <0.01% | +1.0% |
| 566 | NBT BANK N A#566 · 824 sh | 824 | $31.6K | — | +3.0% |
| 567 | Golden State Wealth Management#567 · 809 sh | 809 | $31.0K | <0.01% | +15.6% |
| 568 | FIRST COMMUNITY NA#568 · 802 sh | 802 | $30.7K | — | 0.0% |
| 569 | Asset Planning#569 · 775 sh | 775 | $29.7K | — | +24.0% |
| 570 | Quarry#570 · 750 sh | 750 | $28.7K | <0.01% | New |
| 571 | Piscataqua Savings Bank#571 · 750 sh | 750 | $28.7K | — | 0.0% |
| 572 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#572 · 748 sh | 748 | $28.7K | <0.01% | +21.6% |
| 573 | Union Bankshares#573 · 733 sh | 733 | $28.1K | <0.01% | -0.8% |
| 574 | Princeton Global Asset Management#574 · 705 sh | 705 | $27.0K | — | 0.0% |
| 575 | SouthState Bank#575 · 700 sh | 700 | $26.8K | <0.01% | +2.0% |
| 576 | Ronald Blue#576 · 684 sh | 684 | $26.2K | — | -21.8% |
| 577 | HAZLETT, BURT & WATSON#577 · 650 sh | 650 | $26.0K | <0.01% | 0.0% |
| 578 | First Command Advisory Services#578 · 666 sh | 666 | $25.5K | <0.01% | 0.0% |
| 579 | First PREMIER Bank#579 · 650 sh | 650 | $25.0K | — | 0.0% |
| 580 | Mirae Asset Global Investments , Ltd.#580 · 643 sh | 643 | $24.6K | 0.00% | +1.7% |
| 581 | Colonial Advisors#581 · 625 sh | 625 | $23.9K | <0.01% | 0.0% |
| 582 | Bangor Savings Bank#582 · 604 sh | 604 | $23.1K | — | +1.0% |
| 583 | VALLEY NATIONAL ADVISERS#583 · 600 sh | 600 | $23.0K | — | 0.0% |
| 584 | DT Investment Partners#584 · 564 sh | 564 | $21.6K | — | 0.0% |
| 585 | HHM Wealth Advisors#585 · 561 sh | 561 | $21.5K | <0.01% | 0.0% |
| 586 | DELTA ASSET MANAGEMENT#586 · 560 sh | 560 | $21.5K | <0.01% | 0.0% |
| 587 | THURSTON, SPRINGER, MILLER, HERD & TITAK#587 · 530 sh | 530 | $20.3K | — | +1.0% |
| 588 | Physician Wealth Advisors#588 · 513 sh | 513 | $19.7K | — | +2.6% |
| 589 | True Wealth Design#589 · 502 sh | 502 | $19.2K | — | -9.4% |
| 590 | BARRETT & COMPANY#590 · 500 sh | 500 | $19.2K | — | 0.0% |
| 591 | MCGUIRE CAPITAL ADVISORS#591 · 493 sh | 493 | $18.9K | 0.01% | 0.0% |
| 592 | Larson Financial Group#592 · 480 sh | 480 | $18.4K | <0.01% | +12.7% |
| 593 | BROWN BROTHERS HARRIMAN#593 · 468 sh | 468 | $17.9K | <0.01% | 0.0% |
| 594 | Westside Investment Management#594 · 454 sh | 454 | $17.4K | <0.01% | 0.0% |
| 595 | SIMPLEX TRADING#595 · 442 sh | 442 | $16.9K | 0.00% | +305.5% |
| 596 | WELLINGTON-ALTUS USA#596 · 419 sh | 419 | $16.9K | 0.01% | 0.0% |
| 597 | Provenance Wealth Advisors#597 · 425 sh | 425 | $16.3K | <0.01% | 0.0% |
| 598 | Pinnacle Bancorp#598 · 423 sh | 423 | $16.2K | — | 0.0% |
| 599 | JFS WEALTH ADVISORS#599 · 406 sh | 406 | $15.6K | <0.01% | +2.5% |
| 600 | City State Bank#600 · 380 sh | 380 | $14.6K | — | 0.0% |
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.