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 |
|---|---|---|---|---|---|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
22,583
shares
|
$846,185
0.07% of portfolio
|
Q3 2023
Reduced 3.01%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
22,227
shares
|
$832,845
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
21,997
shares
|
$824,227
0.02% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
21,771
shares
|
$815,759
0.13% of portfolio
|
Q2 2023
Reduced 2.6%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
21,607
shares
|
$809,614
0.02% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
21,589
shares
|
$808,939
1.54% of portfolio
|
Q3 2023
Added 16.87%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
21,176
shares
|
$793,464
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
20,934
shares
|
$784,396
0.16% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,841
shares
|
$780,912
0.0% of portfolio
|
Q4 2024
Reduced 14.44%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
20,560
shares
|
$770,383
0.0% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
20,548
shares
|
$769,933
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
20,037
shares
|
$750,786
0.1% of portfolio
|
Q1 2025
Added 87.82%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
19,319
shares
|
$723,882
0.05% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
19,099
shares
|
$715,639
0.02% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
19,031
shares
|
$713,091
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
18,975
shares
|
$710,993
0.06% of portfolio
|
Q3 2023
Reduced 0.89%
|
|
|
Qsemble Capital Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
18,974
shares
|
$710,955
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
18,663
shares
|
$699,302
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
18,406
shares
|
$689,672
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
18,129
shares
|
$679,293
0.02% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
17,831
shares
|
$668,127
0.01% of portfolio
|
Q1 2025
Added 96.12%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
17,761
shares
|
$665,504
0.01% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Blossom Wealth Management
|
Jul 16, 2025 Q2 2025 |
17,685
shares
|
$662,656
1.17% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
17,482
shares
|
$655,050
0.0% of portfolio
|
Q1 2025
Reduced 86.19%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
17,472
shares
|
$654,675
0.03% of portfolio
|
Q1 2025
Added 150.82%
|