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 |
|---|---|---|---|---|---|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
12,048
shares
|
$458,064
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
12,017
shares
|
$456,886
0.0% of portfolio
|
Q1 2025
Reduced 73.46%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
11,871
shares
|
$451,335
0.0% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
May 13, 2025 Q1 2025 |
11,785
shares
|
$448,065
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
11,747
shares
|
$446,620
0.0% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
Center Book Partners LP
Greenwich, CT |
May 09, 2025 Q1 2025 |
11,580
shares
|
$440,271
0.03% of portfolio
|
Q1 2025
Reduced 39.15%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
11,524
shares
|
$438,142
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
11,515
shares
|
$437,800
0.14% of portfolio
|
Q1 2025
Added 12.42%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
11,493
shares
|
$436,963
0.08% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
11,466
shares
|
$435,937
0.02% of portfolio
|
Q1 2025
Added 27.78%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
11,331
shares
|
$430,804
0.03% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
11,330
shares
|
$430,766
0.11% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
11,300
shares
|
$429,626
0.02% of portfolio
|
Q1 2025
Reduced 47.61%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
11,240
shares
|
$427,344
0.0% of portfolio
|
Q1 2025
Reduced 69.49%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
11,175
shares
|
$424,873
0.01% of portfolio
|
Q1 2025
Reduced 20.25%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
11,136
shares
|
$423,390
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
11,074
shares
|
$421,033
0.16% of portfolio
|
Q3 2023
Reduced 8.28%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
11,052
shares
|
$420,197
0.07% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
11,027
shares
|
$419,246
0.0% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
10,981
shares
|
$417,497
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,963
shares
|
$416,813
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,960
shares
|
$416,699
0.01% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
10,802
shares
|
$410,692
0.01% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Twinbeech Capital LP
Purchase, NY |
May 15, 2025 Q1 2025 |
10,761
shares
|
$409,133
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
10,740
shares
|
$408,334
0.03% of portfolio
|
Q2 2025
Reduced 10.73%
|