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 755 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $8.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
41,051
shares
|
$1.57 Million
0.03% of portfolio
|
Q2 2025
Added 36.12%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
41,020
shares
|
$1.57 Million
0.24% of portfolio
|
Q1 2025
Reduced 30.89%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
41,012
shares
|
$1.57 Million
0.33% of portfolio
|
Q2 2025
Added 178.29%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
40,962
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
40,666
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
40,625
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
39,954
shares
|
$1.53 Million
0.11% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
39,900
shares
|
$1.53 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
39,740
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
38,759
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2025
Added 171.31%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Aug 12, 2025 Q2 2025 |
38,510
shares
|
$1.47 Million
0.76% of portfolio
|
Q2 2025
Added 187.52%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
37,745
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
37,729
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
37,251
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
37,070
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
36,572
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
35,999
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
35,792
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
35,350
shares
|
$1.35 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
34,989
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 48.36%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
34,514
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
34,463
shares
|
$1.32 Million
0.25% of portfolio
|
Q2 2025
Reduced 34.31%
|
|
|
Wexford Capital LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
33,564
shares
|
$1.28 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Robeco Institutional Asset Management B.V.
|
Jul 18, 2025 Q2 2025 |
33,005
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.49%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
32,936
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Added 2.37%
|