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 |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
8,734
shares
|
$332,066
0.03% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,636
shares
|
$328,340
0.1% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
8,594
shares
|
$326,743
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
8,513
shares
|
$323,664
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
8,485
shares
|
$322,599
0.01% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
8,426
shares
|
$320,356
0.01% of portfolio
|
Q1 2025
Reduced 83.77%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
8,303
shares
|
$315,680
0.0% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
8,168
shares
|
$310,547
0.03% of portfolio
|
Q1 2020
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jun 03, 2025 Q1 2025 |
8,131
shares
|
$309,140
0.04% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
8,114
shares
|
$308,494
0.11% of portfolio
|
Q3 2024
Reduced 26.99%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
8,100
shares
|
$307,962
0.01% of portfolio
|
Q3 2024
Added 710.0%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
8,091
shares
|
$307,619
0.01% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
8,087
shares
|
$307,467
0.01% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
8,062
shares
|
$306,517
0.02% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
8,041
shares
|
$305,718
0.0% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
8,035
shares
|
$305,490
0.11% of portfolio
|
Q1 2025
Reduced 22.04%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
8,016
shares
|
$304,768
0.01% of portfolio
|
Q1 2025
Reduced 15.75%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
7,884
shares
|
$299,749
0.09% of portfolio
|
Q1 2025
Reduced 51.24%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
7,863
shares
|
$298,951
0.01% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
7,862
shares
|
$298,913
0.0% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
7,839
shares
|
$298,038
0.02% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
7,797
shares
|
$296,441
0.08% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
7,774
shares
|
$295,567
0.11% of portfolio
|
Q3 2021
Reduced 10.63%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
7,652
shares
|
$290,929
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
7,612
shares
|
$289,408
0.0% of portfolio
|
Q1 2025
New holding
|