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 |
|---|---|---|---|---|---|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,543
shares
|
$480,146
0.0% of portfolio
|
Q2 2025
Reduced 68.81%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
12,531
shares
|
$479,686
0.02% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
12,510
shares
|
$478,882
0.02% of portfolio
|
Q2 2025
Reduced 71.54%
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
12,488
shares
|
$478,040
0.07% of portfolio
|
Q2 2025
Reduced 56.22%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
12,341
shares
|
$472,413
0.01% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12,333
shares
|
$472,107
0.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
12,259
shares
|
$469,274
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Jul 31, 2025 Q2 2025 |
12,139
shares
|
$464,680
0.27% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
12,100
shares
|
$463,188
0.33% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
12,070
shares
|
$462,039
0.0% of portfolio
|
Q2 2025
Added 17.71%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
12,048
shares
|
$461,197
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
11,961
shares
|
$457,867
0.12% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Aug 14, 2025 Q2 2025 |
11,785
shares
|
$451,129
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
11,782
shares
|
$451,014
0.01% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
11,711
shares
|
$448,297
0.0% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
11,626
shares
|
$445,043
0.09% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
11,493
shares
|
$439,952
0.08% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Sciencast Management LP
|
Aug 14, 2025 Q2 2025 |
11,349
shares
|
$434,439
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
11,209
shares
|
$429,080
0.0% of portfolio
|
Q2 2025
Added 97.06%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
11,154
shares
|
$426,975
0.01% of portfolio
|
Q2 2025
Reduced 27.25%
|
|
|
Ss&H Financial Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
11,074
shares
|
$423,912
0.14% of portfolio
|
Q3 2023
Reduced 8.28%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
11,054
shares
|
$423,147
0.02% of portfolio
|
Q2 2025
Added 21.86%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
11,052
shares
|
$423,070
0.07% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
10,981
shares
|
$420,352
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
10,965
shares
|
$419,740
0.04% of portfolio
|
Q1 2025
Reduced 0.01%
|