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 $8.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
22,033
shares
|
$836,593
0.02% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
21,771
shares
|
$826,644
0.13% of portfolio
|
Q2 2023
Reduced 2.6%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,690
shares
|
$823,569
0.09% of portfolio
|
Q2 2025
Added 143.43%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
21,589
shares
|
$819,734
1.54% of portfolio
|
Q3 2023
Added 16.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
21,431
shares
|
$813,735
0.0% of portfolio
|
Q2 2025
Reduced 61.48%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
21,313
shares
|
$809,254
0.02% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
21,176
shares
|
$804,052
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
21,126
shares
|
$802,154
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,841
shares
|
$791,332
0.0% of portfolio
|
Q4 2024
Reduced 14.44%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
20,560
shares
|
$780,663
0.0% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
20,542
shares
|
$779,979
0.0% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
20,455
shares
|
$776,676
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
19,776
shares
|
$750,894
0.0% of portfolio
|
Q2 2025
Added 99.48%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
19,641
shares
|
$745,768
0.02% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
19,524
shares
|
$741,326
0.05% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
19,350
shares
|
$734,719
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
19,186
shares
|
$728,492
0.1% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Aug 14, 2025 Q2 2025 |
19,035
shares
|
$722,758
0.02% of portfolio
|
Q2 2025
Added 76.89%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
18,975
shares
|
$720,480
0.06% of portfolio
|
Q3 2023
Reduced 0.89%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
18,930
shares
|
$718,772
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
18,480
shares
|
$701,685
0.03% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
18,347
shares
|
$696,635
0.01% of portfolio
|
Q2 2025
Added 31.06%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
18,084
shares
|
$686,649
0.01% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
18,036
shares
|
$684,826
0.02% of portfolio
|
Q2 2025
Added 149.63%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
17,816
shares
|
$676,473
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|