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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
26,411
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2024
Added 32.85%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jul 30, 2025 Q2 2025 |
26,262
shares
|
$1.01 Million
0.6% of portfolio
|
Q1 2023
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
26,163
shares
|
$1 Million
0.13% of portfolio
|
Q2 2025
Reduced 62.47%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
26,161
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
26,104
shares
|
$999,261
0.0% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Aug 14, 2025 Q2 2025 |
26,041
shares
|
$996,849
0.06% of portfolio
|
Q1 2020
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
25,808
shares
|
$987,930
0.22% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
25,802
shares
|
$987,700
0.04% of portfolio
|
Q2 2025
Added 237.19%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
25,724
shares
|
$984,714
0.02% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
24,843
shares
|
$950,990
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
24,706
shares
|
$945,745
0.12% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
24,612
shares
|
$942,147
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
24,095
shares
|
$922,356
0.01% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
24,011
shares
|
$919,141
0.0% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Core Commodity Management, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
23,996
shares
|
$918,566
0.36% of portfolio
|
Q2 2025
Reduced 65.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
23,967
shares
|
$917,456
0.0% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
Resolution Capital LTD
Sydney, Nsw, C3 |
Aug 14, 2025 Q2 2025 |
23,844
shares
|
$912,748
0.02% of portfolio
|
Q2 2025
Reduced 35.47%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
23,718
shares
|
$907,925
0.18% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
23,681
shares
|
$906,508
0.02% of portfolio
|
Q2 2025
Reduced 61.54%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
23,421
shares
|
$896,555
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
23,256
shares
|
$890,239
0.0% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
23,073
shares
|
$883,234
0.11% of portfolio
|
Q4 2022
Added 6.55%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
22,961
shares
|
$878,947
0.54% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
22,583
shares
|
$864,477
0.07% of portfolio
|
Q3 2023
Reduced 3.01%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
22,227
shares
|
$850,849
0.13% of portfolio
|
Q1 2025
New holding
|