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 |
|---|---|---|---|---|---|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
15,000
shares
|
$569,550
0.01% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
14,861
shares
|
$564,272
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
14,760
shares
|
$560,437
0.0% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
14,647
shares
|
$556,146
0.06% of portfolio
|
Q2 2025
Added 80.14%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
14,413
shares
|
$547,261
0.31% of portfolio
|
Q1 2023
Reduced 0.89%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
14,412
shares
|
$547,223
0.01% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
14,336
shares
|
$544,337
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
14,299
shares
|
$542,933
0.14% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
14,170
shares
|
$538,034
0.01% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
13,984
shares
|
$530,972
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
13,617
shares
|
$517,037
0.11% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
13,523
shares
|
$513,468
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
13,483
shares
|
$511,949
0.01% of portfolio
|
Q2 2025
Reduced 25.63%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
13,313
shares
|
$505,494
0.0% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
13,167
shares
|
$499,950
0.24% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
13,135
shares
|
$498,735
0.03% of portfolio
|
Q2 2022
Reduced 0.11%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Aug 12, 2025 Q2 2025 |
13,118
shares
|
$498,090
0.01% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
M&G PLC
London, X0 |
Aug 08, 2025 Q2 2025 |
13,025
shares
|
$494,559
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
12,960
shares
|
$492,091
0.02% of portfolio
|
Q2 2025
Added 14.38%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
12,932
shares
|
$491,028
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
12,896
shares
|
$489,661
0.26% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
12,749
shares
|
$484,079
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
12,729
shares
|
$483,320
0.15% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
12,693
shares
|
$481,953
0.0% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
12,661
shares
|
$480,738
0.02% of portfolio
|
Q4 2024
Added 13.6%
|