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 |
|---|---|---|---|---|---|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
5,606
shares
|
$214,597
0.0% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
5,541
shares
|
$212,109
0.0% of portfolio
|
Q2 2025
Reduced 40.14%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
5,540
shares
|
$212,071
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
5,535
shares
|
$211,879
0.03% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
5,524
shares
|
$211,458
0.02% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
5,516
shares
|
$211,152
0.07% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
5,497
shares
|
$210,425
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
5,361
shares
|
$205,219
0.0% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
5,300
shares
|
$202,884
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,200
shares
|
$199,056
0.0% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$191,400
0.01% of portfolio
|
Q4 2020
Reduced 23.08%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
4,952
shares
|
$189,562
0.0% of portfolio
|
Q1 2025
Reduced 55.98%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
4,747
shares
|
$181,715
0.01% of portfolio
|
Q2 2025
Added 41.62%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
4,739
shares
|
$181,408
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
4,727
shares
|
$180,949
0.03% of portfolio
|
Q2 2025
Reduced 77.42%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
4,577
shares
|
$175,207
0.03% of portfolio
|
Q2 2022
Reduced 6.15%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
4,474
shares
|
$171,264
0.0% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
4,463
shares
|
$170,843
0.01% of portfolio
|
Q2 2022
Added 3.1%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
4,300
shares
|
$164,604
0.0% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Aug 07, 2025 Q2 2025 |
4,183
shares
|
$160,125
0.0% of portfolio
|
Q2 2025
Added 340.32%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,016
shares
|
$153,732
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
3,920
shares
|
$150,057
0.0% of portfolio
|
Q2 2025
Reduced 26.74%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
3,426
shares
|
$131,147
0.01% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
3,409
shares
|
$130,496
0.01% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,342
shares
|
$127,931
0.01% of portfolio
|
Q4 2023
Added 1.36%
|