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 738 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 |
|---|---|---|---|---|---|
|
Lindenwold Advisors
|
May 08, 2025 Q1 2025 |
7,496
shares
|
$284,997
0.17% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
7,484
shares
|
$284,541
0.01% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
7,429
shares
|
$282,450
0.0% of portfolio
|
Q1 2025
Reduced 87.19%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
7,421
shares
|
$282,146
0.01% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,390
shares
|
$280,967
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
7,385
shares
|
$280,777
0.03% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,352
shares
|
$279,523
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
7,225
shares
|
$274,694
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
7,198
shares
|
$273,667
0.0% of portfolio
|
Q3 2024
Added 33.02%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
7,112
shares
|
$270,398
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
7,105
shares
|
$270,132
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
7,103
shares
|
$270,056
0.03% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,951
shares
|
$264,277
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,908
shares
|
$262,642
0.01% of portfolio
|
Q2 2025
Added 112.68%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
May 07, 2025 Q1 2025 |
6,835
shares
|
$259,866
0.21% of portfolio
|
Q1 2020
New holding
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
6,835
shares
|
$259,866
0.07% of portfolio
|
Q1 2023
Reduced 7.45%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
6,790
shares
|
$258,155
0.0% of portfolio
|
Q4 2023
Reduced 29.4%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
6,750
shares
|
$256,635
0.11% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
6,681
shares
|
$254,011
0.07% of portfolio
|
Q1 2025
Added 2134.45%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
6,673
shares
|
$253,707
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
6,657
shares
|
$253,099
0.01% of portfolio
|
Q1 2025
Reduced 21.95%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
6,593
shares
|
$250,665
0.01% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
6,521
shares
|
$247,928
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
6,517
shares
|
$247,776
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
6,508
shares
|
$247,434
0.01% of portfolio
|
Q1 2025
Added 0.59%
|