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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
6,476
shares
|
$245,893
0.0% of portfolio
|
Q2 2025
Added 26.86%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
6,421
shares
|
$243,805
0.0% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
6,348
shares
|
$241,033
0.06% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
6,347
shares
|
$240,995
0.0% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
6,333
shares
|
$240,464
0.15% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
6,291
shares
|
$238,869
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fulcrum Capital LLC
|
Jul 24, 2025 Q2 2025 |
6,250
shares
|
$237,312
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
6,250
shares
|
$237,312
0.03% of portfolio
|
Q3 2020
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,222
shares
|
$236,249
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
6,174
shares
|
$234,426
0.01% of portfolio
|
Q4 2023
Reduced 0.93%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
6,174
shares
|
$234,426
0.03% of portfolio
|
Q3 2024
Reduced 42.97%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
6,144
shares
|
$233,287
0.04% of portfolio
|
Q2 2025
Added 19.81%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
6,107
shares
|
$231,882
0.01% of portfolio
|
Q2 2025
Added 16.39%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,099
shares
|
$231,579
0.01% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
6,023
shares
|
$228,693
0.01% of portfolio
|
Q2 2025
Reduced 57.37%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
6,007
shares
|
$228,085
0.13% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
6,000
shares
|
$227,820
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
5,946
shares
|
$225,769
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
5,944
shares
|
$225,693
0.02% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 08, 2025 Q2 2025 |
5,930
shares
|
$225,162
0.16% of portfolio
|
Q1 2020
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
5,885
shares
|
$223,453
0.02% of portfolio
|
Q2 2025
Added 249.26%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,841
shares
|
$221,782
0.0% of portfolio
|
Q2 2025
Reduced 20.55%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
5,767
shares
|
$218,972
0.14% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
5,688
shares
|
$215,973
0.0% of portfolio
|
Q3 2024
Reduced 20.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
5,644
shares
|
$214,302
0.0% of portfolio
|
Q2 2025
New holding
|