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 |
|---|---|---|---|---|---|
|
Blossom Wealth Management
|
Jul 16, 2025 Q2 2025 |
17,685
shares
|
$676,981
1.17% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
17,554
shares
|
$671,967
0.0% of portfolio
|
Q2 2025
Reduced 23.87%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
17,430
shares
|
$667,220
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
17,430
shares
|
$667,220
0.01% of portfolio
|
Q2 2025
Reduced 26.7%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
17,373
shares
|
$665,038
0.08% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
17,295
shares
|
$662,052
0.0% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
17,269
shares
|
$661,057
0.03% of portfolio
|
Q2 2024
Reduced 2.81%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
16,984
shares
|
$650,147
0.03% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
16,853
shares
|
$645,132
0.56% of portfolio
|
Q4 2021
Reduced 1.28%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
16,646
shares
|
$637,208
0.0% of portfolio
|
Q2 2025
Added 17.09%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
16,625
shares
|
$636,405
0.01% of portfolio
|
Q2 2025
Added 13.66%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
16,361
shares
|
$626,299
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
16,359
shares
|
$626,222
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
16,115
shares
|
$616,882
0.14% of portfolio
|
Q2 2025
Added 104.4%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
16,103
shares
|
$616,422
0.02% of portfolio
|
Q2 2025
Added 19.61%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
16,089
shares
|
$615,886
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
15,970
shares
|
$611,331
0.04% of portfolio
|
Q2 2025
Reduced 32.45%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
15,900
shares
|
$608,652
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
15,702
shares
|
$601,072
0.11% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
15,687
shares
|
$600,498
0.0% of portfolio
|
Q2 2025
Added 33.54%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
15,586
shares
|
$596,632
0.39% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
15,521
shares
|
$594,143
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
15,463
shares
|
$591,923
0.32% of portfolio
|
Q3 2022
Reduced 11.45%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
15,179
shares
|
$581,052
0.0% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
15,130
shares
|
$579,176
0.0% of portfolio
|
Q2 2025
Added 2.79%
|