13F reference period
Q2 2026
Security Snapshot
Essential Utilities, Inc. - Common Stock (WTRG) Institutional Ownership
CUSIP: 29670G102
13F Institutional Holders and Ownership History from Q1 2016 to Q3 2026
Institutions Reporting
701
Shares (Excl. Options)
223,732,489
Price
$38.31
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Stock
- Symbol
- WTRG on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 223,732,489
- Total 13F value
- $8,575,404,000
- Portfolio coverage rank
- 0.01%
- Share change
- +7,198,234
- Value change
- +$273,000,319
- Number of holders
- 701
- Shares outstanding
- 283,556,288
- SEC-reported price per share
- $39.19
- Insider filing price
- $39.19
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- WTRG - Essential Utilities, Inc. - Common Stock is tracked under CUSIP 29670G102.
- 701 institutions reported positions in Q2 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 697 to 701 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $8,723,402,195 to $8,575,404,000.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 701 institutions filings for Q2 2026.
Security key
29670G102
13F reference period
Q2 2026
13F holders
701
13D/G owners
3
CIK / CUSIP context first
Open Q2 2026 holders
WTRG full holder history
Essential Utilities, Inc. SEC filings
Essential Utilities, Inc. company facts
Essential Utilities, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 29670G102:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
WTRG
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 11% | -14% | $1,245,364,126 | -$192,416,503 | 30,925,357 | -13% | BlackRock, Inc. | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.8% | $665,392,767 | 16,523,287 | Vanguard Portfolio Management | 31 Mar 2026 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5.3% | $602,913,258 | 14,971,772 | Vanguard Capital Management | 31 Mar 2026 |
As of 30 Jun 2026, 701 institutional investors reported holding 223,732,489 shares of Essential Utilities, Inc. - Common Stock (WTRG). This represents 79% of the company’s total 283,556,288 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
52%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12% | 33,433,285 | +5.9% | 0.02% | $1,280,829,137 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.8% | 16,340,786 | -0.9% | 0.03% | $626,015,512 |
| STATE STREET CORP | 4.6% | 13,119,170 | +5.5% | 0.01% | $502,595,403 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 12,782,196 | +0.95% | 0.01% | $489,685,929 |
| NORGES BANK | 2.3% | 6,489,675 | 0.02% | $248,619,449 | |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 5,279,933 | +1.1% | 0.01% | $202,325,628 |
| NORDEA INVESTMENT MANAGEMENT AB | 1.8% | 5,119,221 | -32% | 0.16% | $196,987,624 |
| Amundi | 1.5% | 4,333,385 | -4.5% | 0.04% | $166,046,566 |
| MILLENNIUM MANAGEMENT LLC | 1.5% | 4,153,002 | +2.2% | 0.11% | $159,101,507 |
| AQR Arbitrage LLC | 1.4% | 3,858,057 | +23% | 2.1% | $147,802,164 |
| Legal & General Group Plc | 1.2% | 3,504,219 | +2.8% | 0.03% | $134,246,629 |
| GOLDMAN SACHS GROUP INC | 1.2% | 3,398,595 | +20% | 0.01% | $130,200,155 |
| NORTHERN TRUST CORP | 1.2% | 3,299,746 | +3.1% | 0.01% | $126,413,269 |
| MORGAN STANLEY | 1.2% | 3,276,730 | +1.8% | 0.01% | $125,531,613 |
| ANTIPODES PARTNERS Ltd | 1.2% | 3,266,286 | +8.2% | 2.3% | $125,131,417 |
| Balyasny Asset Management L.P. | 1.1% | 3,229,542 | +4.6% | 0.23% | $123,723,754 |
| DIMENSIONAL FUND ADVISORS LP | 1.1% | 3,006,373 | +4.3% | 0.02% | $115,175,766 |
| JPMORGAN CHASE & CO | 0.97% | 2,753,727 | +26% | 0.01% | $106,333,358 |
| Pictet Asset Management Holding SA | 0.89% | 2,524,042 | -30% | 0.09% | $96,697,813 |
| Boston Trust Walden Corp | 0.87% | 2,463,461 | -0.72% | 0.72% | $94,375,191 |
| Bank of New York Mellon Corp | 0.85% | 2,413,662 | -4.3% | 0.02% | $92,467,397 |
| Invesco Ltd. | 0.85% | 2,401,088 | -44% | 0.01% | $91,985,682 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 0.79% | 2,243,125 | -4.7% | 0.13% | $85,934,000 |
| FIRST TRUST ADVISORS LP | 0.74% | 2,092,331 | +9.5% | 0.05% | $80,157,198 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.74% | 2,086,569 | +63% | 0.04% | $79,936,458 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
43
Headline period
Q2 2026
Rows shown
1-25 of 43
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 5,108,509 | $200,289,927 | +$116,922,454 | $39.19 | 98 |
| 2026 Q2 | 223,732,489 | $8,575,404,000 | +$273,000,319 | $38.31 | 701 |
| 2026 Q1 | 216,633,531 | $8,723,402,195 | -$373,509,004 | $40.27 | 697 |
| 2025 Q4 | 225,650,820 | $8,655,413,962 | -$251,883,800 | $38.36 | 691 |
| 2025 Q3 | 227,311,224 | $9,061,423,305 | +$303,768,467 | $39.90 | 672 |
| 2025 Q2 | 220,454,991 | $8,193,608,129 | +$81,288,540 | $37.14 | 677 |
| 2025 Q1 | 220,384,415 | $8,712,730,934 | +$119,587,485 | $39.53 | 670 |
| 2024 Q4 | 217,339,775 | $7,889,705,917 | +$229,278,517 | $36.32 | 616 |
| 2024 Q3 | 209,445,282 | $8,076,218,424 | -$198,020,557 | $38.57 | 622 |
| 2024 Q2 | 214,427,044 | $8,001,571,070 | +$57,031,385 | $37.33 | 598 |
| 2024 Q1 | 213,121,076 | $7,890,143,120 | +$323,385,980 | $37.05 | 588 |
| 2023 Q4 | 204,221,664 | $7,626,979,421 | +$141,667,239 | $37.35 | 616 |
| 2023 Q3 | 199,524,311 | $6,848,740,821 | +$279,215,862 | $34.33 | 576 |
| 2023 Q2 | 191,083,983 | $7,629,322,311 | +$5,918,660 | $39.91 | 617 |
| 2023 Q1 | 191,804,853 | $8,370,711,415 | -$72,394,938 | $43.65 | 640 |
| 2022 Q4 | 193,735,132 | $9,249,128,283 | +$198,356,489 | $47.73 | 642 |
| 2022 Q3 | 188,878,199 | $7,819,028,240 | +$66,859,969 | $41.38 | 624 |
| 2022 Q2 | 186,483,674 | $8,551,226,139 | +$365,935,877 | $45.85 | 624 |
| 2022 Q1 | 179,379,379 | $9,169,978,065 | +$176,368,705 | $51.13 | 632 |
| 2021 Q4 | 175,675,290 | $9,423,302,358 | +$207,762,644 | $53.69 | 636 |
| 2021 Q3 | 171,733,845 | $7,911,586,675 | -$59,731,804 | $46.08 | 590 |
| 2021 Q2 | 173,208,549 | $7,914,408,006 | +$36,275,632 | $45.70 | 584 |
| 2021 Q1 | 173,261,536 | $7,759,548,394 | -$71,587,389 | $44.75 | 592 |
| 2020 Q4 | 173,580,328 | $8,204,550,438 | +$111,313,993 | $47.29 | 591 |
| 2020 Q3 | 171,761,897 | $6,911,798,730 | +$236,939,072 | $40.25 | 563 |