Institutional Ownership Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG). We have compiled data on the 738 institutions that hold shares in the stock, with a total of 223 Million shares, which have been reported (via 13F filing form) to have a value of $8.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
33,322
shares
|
$1.25 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
33,126
shares
|
$1.24 Million
0.54% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jul 18, 2025 Q2 2025 |
33,005
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.49%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
32,627
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2023
Reduced 59.96%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
32,576
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
32,326
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
32,175
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
31,635
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
30,829
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
30,559
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
30,549
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
30,372
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
30,208
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 94.65%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
30,159
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
Added 54.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
29,674
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
28,916
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
28,624
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
28,525
shares
|
$1.07 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
28,182
shares
|
$1.06 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
27,785
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
27,632
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
Added 150.97%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
27,630
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2024
Added 155.08%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
27,386
shares
|
$1.03 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
27,150
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
26,982
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.35%
|