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 |
|---|---|---|---|---|---|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
9,037
shares
|
$343,134
0.01% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,746
shares
|
$332,085
0.03% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
8,734
shares
|
$331,629
0.03% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
8,711
shares
|
$330,756
0.0% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,671
shares
|
$329,237
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,636
shares
|
$327,908
0.1% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
8,515
shares
|
$323,314
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
8,492
shares
|
$322,441
0.0% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
8,282
shares
|
$314,467
0.05% of portfolio
|
Q2 2025
Reduced 22.26%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
8,244
shares
|
$313,024
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
8,168
shares
|
$310,138
0.03% of portfolio
|
Q1 2020
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
8,153
shares
|
$309,569
0.01% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
8,114
shares
|
$308,088
0.1% of portfolio
|
Q3 2024
Reduced 26.99%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
8,100
shares
|
$307,557
0.01% of portfolio
|
Q3 2024
Added 710.0%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
8,087
shares
|
$307,063
0.01% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
8,077
shares
|
$306,683
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
8,035
shares
|
$305,088
0.11% of portfolio
|
Q1 2025
Reduced 22.04%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
7,863
shares
|
$298,558
0.01% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
7,858
shares
|
$298,368
0.0% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
7,839
shares
|
$297,646
0.02% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
7,821
shares
|
$296,963
0.01% of portfolio
|
Q2 2025
Added 133.53%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
7,797
shares
|
$296,052
0.08% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
7,774
shares
|
$295,178
0.11% of portfolio
|
Q3 2021
Reduced 10.63%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
7,537
shares
|
$286,179
0.0% of portfolio
|
Q1 2022
Reduced 21.18%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
7,488
shares
|
$284,319
0.0% of portfolio
|
Q2 2025
Added 5.39%
|