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 739 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 $8.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
14,299
shares
|
$543,647
0.14% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
14,286
shares
|
$543,153
0.01% of portfolio
|
Q1 2025
Reduced 47.94%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
14,236
shares
|
$541,252
0.0% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
14,216
shares
|
$540,492
0.0% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
14,128
shares
|
$537,146
0.02% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
14,080
shares
|
$535,321
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
14,027
shares
|
$533,306
0.01% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
13,999
shares
|
$532,241
0.01% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
13,984
shares
|
$531,671
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
13,898
shares
|
$528,401
0.16% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
13,617
shares
|
$517,718
0.11% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
13,523
shares
|
$514,144
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
13,463
shares
|
$511,863
0.02% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
13,408
shares
|
$509,772
0.14% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Agp Franklin, LLC
Franklin, TN |
May 07, 2025 Q1 2025 |
13,394
shares
|
$509,239
0.33% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
13,135
shares
|
$499,392
0.03% of portfolio
|
Q2 2022
Reduced 0.11%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
13,025
shares
|
$495,210
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
12,861
shares
|
$488,975
0.0% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
12,842
shares
|
$488,252
0.01% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
12,828
shares
|
$487,720
0.01% of portfolio
|
Q2 2022
Added 119.54%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
12,729
shares
|
$483,956
0.15% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
12,661
shares
|
$481,371
0.02% of portfolio
|
Q4 2024
Added 13.6%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Apr 16, 2025 Q1 2025 |
12,287
shares
|
$467,151
0.31% of portfolio
|
Q1 2025
Added 21.07%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
12,269
shares
|
$466,467
0.0% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
12,100
shares
|
$460,042
0.33% of portfolio
|
Q2 2025
Reduced 14.18%
|